3059 days ago
Jason Drummond and I first met in the dotcom boom when investors backing him made money. We reflect in this presentation on then & now and on all the warning signs we look for in tech stocks. The tech red flag list.
3128 days ago
A visit to the quack today was not good news but at least the woes of English rugby and LGO Energy (LGO) are there to cheer me up. in this podcast I discuss Alexander Mining (AXM), Cloudbuy (CBUY), the hoods at Equities First Holdings LLC (EFH), Daniel Stewart (DAN), Imaginatik (IMTK), Wandisco (WAND), Mirada (MIRA), Range Resources (RRL), tech stocks vs mining stocks, Amanda Van Dyke and, to end, I can't resist a cheap joke about the rugby.
3572 days ago
And so Avanti Communications (AVN) has served up a duff trading statement as we warned you 9 days ago in our top 10 stocks to short feature HERE. Which tech dud will be next? Globo (GBO), Quindell (QPP) - ref Himex or perhaps blinkx (BLNX)? Again! To understand how to make money from tech stocks listen to the maestros in the video below from UK Investor Show, notably Vin Murria, the Queen of tech who is on top (outspoken) form.
3717 days ago
My bear piece yesterday on Bulletin Board darling Monitise was always going to generate a stack of abuse from “the believers.” I knew it, I expected it and I was not disappointed. Among those commenting was this week’s Bulletin Board Moron of the week, Michael, who posted in the comments section on the original piece. The Moron writes…
I rarely comment on articles especially after viewing your YouTube videos but one minor point in your article. When did West Ham win the World Cup as you state?
Not going to even respond to the rest of your points as your article lacks understanding of tech, mobile payments and plus football. Not to mention a lack of attention to detail.
Ends.
West Ham won the World Cup in 1966. Real football fans know the joke well as they remember who skippered England and who scored the goals. I suspect that Michael is the sort of football fan who thinks that a headhunter at Stamford Bridge is, and always has been, the sort of fellow who finds City chaps a new job. That is an aside.
Michael as with all good BB morons plays the man not the ball. That is to say he does not like my videos and he asserts my lack of attention to detail without going into detail himself as to why I lack detail. That is because there is no answer to the points raised in the piece. But that does not make him a moron, just a fool.
My article was centred on hard financial metrics - slowing rate of sales growth, failure to deliver any operational gearing at all, aggressive accounting viz capitalisation of costs and above all the fact that Monitise is running out of cash fast. Michael seems to regard all these matters as irrelevant,
4240 days ago
Shares in AIM listed tech stock K3 Business Technology ( LSE:KBT ) are off sharply today on news that talks with potential bidders are finally – after what seems like an eternity – off. Results for the year to June 30th are also out today and are pretty damn impressive and thus, at 148.5p (valuing the company at £42.15 million) the shares are
4266 days ago
I remember meeting the management of AIM listed CAD software stock Delcam (DLC) a few years ago and with the shares having almost trebled over the past 3 years to 810p I am a bit miffed that I did not get rather more enthusiastic. It is one of those companies where the shares never look cheap but then head sharply higher and so you always seem to miss the boat. I wonder if, with a market cap of c£65 million, it is not too late to buy a few.
The company had results this morning covering the half calendar year.
4290 days ago
AIM listed SciSys (SSY) served up a pretty decent trading statement last week but I am told by the current management that this stock is too boring to be recommended in my normal outlet for share tips and so I bring this one to you on the house. You see, what young folks forget is that boring is good. Massive asset backing, strong cash conversion, solid organic growth, dividends are a lot better than stacks of goodwill, oodles of jam tomorrow, a reliance on acquisitions, etc. If you want that sort of stuff buy Facebook and regret it. On the other hand if you want to make money with a “boring” tip buy shares in SciSycs at 54p. My one year target is 84p ( plus another 1.3p in dividends). I can live with that sort of “boring” return. Can’t you?
