2387 days ago
This is, of course, a big fave of Nigel Wray and he has done exceptionally well from Alliance Pharma (APH). It has also been a good share tip (twice) from myself and young Steve on the Nifty Fifty. The main man is John Dawson and he can explain the story going forward.
3015 days ago
No more public service calls today, I would not want you thinking that I am a nice guy: yesterday was a one off! Lucian seems to have found a new China Norfolk over on the Nifty Fifty. I look at AEC (AEC) which should not be on AIM, On-Line (ONL) and its relationship with ADFVN (AFN), Glenwick (GWIK) and Golden Saint Resources (GSR) which - after this - is simply not investable or credible in any way shape or form. And there is more to come. On the bull tack I look at Independent Oil & Gas (IOG). Yes I did say bull tack!
3219 days ago
I was asked the other day how, on the Nifty Fifty website, we managed to deliver such impressive returns when most AIM shares have done so dreadfully? It is a fair question.
Although the AIM Index has had an awful three years
3259 days ago
A stock we tipped the other day on our Nifty Fifty site, Waterman Group (WTM) has updated in conjunction with its AGM that “we have experienced continued growth in our markets during the first five months of the current financial year. The board looks forward to announcing further progress when our half year results are issued in February 2016”
3266 days ago
Amara (AMA) is one of only two gold stocks we rate as a buy on the Nifty Fifty website I run with Steve Moore. And this presentation demonstrates why the shares are cheap
3338 days ago
I had sme great news just now but cannot share it with you. On the other hand my day has been cursed. PR girl fuckwits calling during bearcast, Paragon Diamonds (PRG) owning morons on twitter and above all - since flip flop is on holiday - I have to sub Zak Mir's copy. Please God what have I done to deserve this? I comment on Paragon, Churchill Mining (CHL), Forte Energy (FTE), LGO Energy (LGO), Golden Saint Resources (GSR), Horizonte Minerals (HZM) and the loons who love CEB Resources (CEB) and why they are loons. I am now off to work on a cracking new mining share tip for Monday on the Nifty Fifty.
3355 days ago
For the past five years owning shares in mining companies has been investment suicide. And in three years on the Nifty Fifty website Steve Moore and I have tipped just three mining stocks and now follow just one. Avoiding the sector has helped us deliver returns averaging more than 20% per annum. But now we are planning to tip a mining stock TODAY.
Are we mad? Commodity process are at multi year lows, miners are going bust on a weekly basis with mines shut down, and so we must be mad right? No.
The time to buy is when there is blood on the streets
3365 days ago
Noting a little changed share price in 2015 despite continuing positive progress, we tipped shares in IS Solutions (ISL) on our Nifty Fifty website at a 56p offer price in May. They had since been little changed, but a trading update has now changed that – with they currently approaching 35% higher on its back at 69p-71p. So far so good...
3409 days ago
We tipped Norcros shares a few weeks ago at a 20p offer. The offer is now 20.25p. Suffice to say they are still cheap. Our next hot share tip is out this afternoon on the Nifty Fifty and we hope to beat our current average gain per tip ( 23% average holding period less than a year) with that one. To access that tip click HERE
Investment Case:
3445 days ago
The average gain per share tip on the Nifty Fifty website run by Tom Winnifrith is now 23% on an offer to bid basis. The average holding period is one year. Okay that is only after two and a half years but given the dire performance of the AIM Index in that period it is not bad going is it? And Tom has a new tip out this afternoon, you can access it HERE
As it happens 23%
3466 days ago
Amino Technologies (AMO) has announced an initial €7.9 million, and up to €10.5 million, acquisition of Booxmedia Oy, a Finland-based Software-as-a-Service cloud TV platform provider, extending its IP entertainment delivery offering beyond its current connected-home focus.
3474 days ago
Spatial ‘big-data’ software and services company, 1Spatial (SPA) has announced results for its year ended 31st January 2015 and that, despite a current “crucial development phase”, it “is encouraged by the progress made during the start of the current financial year and looks forward to the future with confidence”. A chat with CEO Marcus Hanke left us confident that this is more than words. This has been a good share tip from us on our Nifty Fifty website but there is more to come.
3475 days ago
As we prepare to publish a new hot share tip on Tuesday, here is a lesson on a mistake that Steve Moore and I made on the Nifty Fifty website we run. It cost our readers a few quid but we are unapologetic and would do exactly the same again. Let me tell you about Restore PLC.
3484 days ago
Lucian Miers is now widely recognised as the most astute bear in Britain giving his enormous attention to detail and meticulous research. He puts the forensics into short selling. At the UK Investor Show as well as dominating the main stage bears session, Lucian recorded a short video interview. He can be followed on twitter @Lucianmiers and writes a weekly short letter on the Nifty Fifty website
3493 days ago
Steve Moore and I have been big fans of K3 (KBT) for a while on the Nifty Fifty and the share tip has done us proud. Our confidence was bolstered by this confident presentation at the UK Investor Show 2015.
3523 days ago
Two weeks ago I gave a two part presentation at the ShareProphets Seminar. Part two covers the reasons to be bearish on shares and 5 shares to sell. Part one are the reasons to be bullish and serves up 5 share tips at the end. The part 1 video is below:
The website where Steve Moore and I serve up our share tips is the Nifty Fifty and you can find it HERE
3541 days ago
We banked a big gain on a Nifty Fifty share tip earlier today. And in this podcast I look at all the issues of how you should deal with banking profits or indeed talking losses on shares you own.
3542 days ago
Provider of managed services and specialist staffing primarily based in the UK and North America, Impellam Group (IPEL) has released its results statement for the 53 weeks ended 2nd January 2015. This has helped the shares surge to 662.5p, comparing favourably to a 485p offer price at which this was a share tip on the Nifty Fifty in November 2014
3546 days ago
Fear not it is a one off! A regular bearcast will be back later today. But pro tem I talk about some of the stocks Steve Moore and I have recommended and written about recently on the Nifty Fifty. I talk about how Steve and I met and our working relationship and how we look at both the markets today and also what to recommend, comparing those stocks with the Bulletin Board favourites. And I look at how a long only portfolio should handle risk and diversification.
3552 days ago
Steve Moore and I tipped shares in Adept Telecom (LSE:ADT) at a 143p ofer price last week on the Nifty Fifty. The shares are now 150p mid and if you can buy at 150p or less on a weak day for the shares you should and here is why.
3558 days ago
I have tipped shares in Symphony (SYM) on the Nifty Fifty and enjoyed this ShareProphets seminar presentation. Once again a good few jokes and a solid showing by the company and its FD Ian Bristow. The video is below.
3573 days ago
In short: I am buggered if I know. The Nifty Fifty tipped the shares at a 15p offer and out target to sell is 30p as noted HERE at the weekend. The shares are now 24.5p to sell.
3675 days ago
Young Steve Moore and I tipped Amino at an 82p offer on our Nifty Fifty website on October 15 2014 - the shares are now 95p to 96p. You see we can write BUY share tips and when we do we are good at it! But there is still upside. We reckon fair value for the shares is 133p and here’s why.
3683 days ago
Amara Mining (AMA) has announced further results from the 2014 drilling programme at its Yaoure gold project in Côte d'Ivoire which “continues to confirm high grade mineralisation throughout the deposit”. This is the ONLY gold stock we are now tipping on our premium Nifty Fifty website.
3683 days ago
Steve Moore and I are pretty proud of NOT having published a new share tip for several months on our pemium Nifty Fifty website There are commercial pressures to write tips – folks do not renew if you see no tips! – but we could not have acted differently and felt good about ourselves. Instead we have advised the selling of a number of older tips some at a profit others not so and we hope our readers are now fairly heavily cash weighted as a result.
3683 days ago
I tipped Restore (RST) at a 181p (offer) share price on June 10 this year. Its shares are now 228p but there is still plenty of upside. My next hot tip – which I really like goes live at 3.30 PM today on my Nifty Fifty website. You can get immediate access HERE. Now back to Restore.
3728 days ago
We are well ahead on our tip to buy shares in Amara Mining (AMA) We told Nifty Fifty readers to buy at a 15.75p offer – the stock is now 23.75-24p. But there was interesting news last week implying that there is more upside still.
First came news of further drilling results from its key Yaoure project in Côte d'Ivoire demonstrating strong continuity and high grade areas. With further intercepts including 31 metres at 4.2g/t gold, 10 metres at 6.1g/t and 4 metres at 25.2g/t, the company emphasised that “this further increases our confidence in the Yaoure deposit and underlines the potential for selective mining of the CMA zone”.
3728 days ago
In my weekend editorial on my Nifty Fifty website I will be explaining why I think that the stockmarket is likely to suffer a correction of 10-20% before Christmas. Others disagree – comrade Malcolm Stacey reckons that no such crash is on the cards. What do you think?
3736 days ago
Never tip Chinese stocks is a golden rule I broker a couple of months ago when tipping shares in Hutchison China MediTech (HCM) at an 870p offer on my Nifty Fifty website. All seemed to be plain sailing until…
3748 days ago
Jim Slater, father of UK Investor Show speaker Mark, is the controversial fellow who created the PEG (Price Earnings Growth) method of investment analysis. Using PEG analysis e has today served up two AIM listed stocks he reckons as buys in today’s Daily Telegraph. One of the, as it happens, is a stock Steve Moore and I have tipped on our Nifty Fifty website.
In the article today Slater outlines his investing criteria today. He is a shrewd old cookie and I am not arguing. Slater lists his check list as follows:
3748 days ago
Steve and I have avoided tipping gold stocks on our Nifty Fifty website but we made an exception for Amara Mining (AMA) suggesting readers pile in at a 15.75p offer. The shares are now 23p and there was cracking news a couple of days ago. This stock is starting to hum.
Amara Mining announced further drilling results from its Yaoure gold project in Côte d'Ivoire which “include exceptional intercepts, demonstrating high grade areas within the Yaoure Central Zone and the presence of mineralisation in ‘information gaps’” and “continue to confirm the high grade nature and continuity of the CMA zone”. These are expected to expand the mineral resource and reduce the strip ratio.
3783 days ago
I am normally pretty rude about the prostitute of the research world, commissioned researcher Edison but today I agree with it. Yikes, I must be suffering from sunstroke after a hard morning hacking away at olive trees. Edison reckons that at 209p K3 Business Technology (KBT) is cheap on the back of a trading update and could be worth 250p plus. Having tipped this stock at 148p on my Nifty Fifty website I welcome Edison to the fan club and I agree with its conclusion.
3798 days ago
I tipped Stanley Gibbons (SGI) at 225p back in November 2012 on my Nifty Fifty Website. We have picked up a 3% yield along the way and the shares closed Friday at 290p. So not a bad share tip so far. But there is a long way to go. The stock is still a buy.
The stamp firm posted its results for the 15 months to March 31 2014 on Friday. I never really understand why a company changes its year end. It confuses fools like me and just pisses me off. With a spate of acquisitions and integration costs in the period (notably relating to coins business Noble) I suppose it is current and 2016 numbers that really matter.
3813 days ago
I tipped this stock on my Nifty Fifty website at a 4p offer in November 2012 and so it has been a good share tip. The stock was trading at c9p before a stock overhang saw a recent sell-off but astute fund manager Hargreave Hale seems to have cleared that and I reckon that the shares will now head North at a fair old rate towards 12p. Here’s why.
3819 days ago
Advanced Computer Software (ASW) has announced results for its year ended 28th February 2014 and flagged that “we have started the current year in line with our expectations. With double digit growth in the order book to £209m, a growing recurring revenue stream, and more customers taking our Software as a Service, we have excellent forward visibility and are increasingly confident about another strong year”. I am due to meet up with CEO Vin Murria in a couple of weeks and will report back then on the Nifty Fifty website.
3825 days ago
Two weeks ago Tom Winnifrith and Lucian Miers recorded a series of four videos which first appeared on their Nifty Fifty website. This video covers Globo (GBO), blinkx (BLNX), Avanti Communications (AVN), Iofina (IOF) and Quindell (QPP).
The other two videos cover companies including Gulf Keystone (GKP), Mothercare (MTC) and Naibu (NBU) but can be accessed only on the Nifty Fifty.
3835 days ago
International specialist staffing group, Empresaria (EMR) has updated at its AGM that it “has made a promising start to the year” and “remains on course to meet market expectations for the full year”. Jolly good. We are now 58% ahead on an offer to bid basis on this share tip but there is more to come.
The company reports “particularly good trading” in its two largest territories, the UK and Germany, and that investments made this year, in Dubai, Mexico City, Kuala Lumpur and Hong Kong “are progressing well”. It adds that “we continue to look for opportunities for both organic and external investments”.
The announcement has helped the shares nudge higher currently to 45p-47p – this comparing to a 28.5p offer price at which they were added to the Nifty Fifty Penny Share portfolio in January 2013 – 58% up in 16 months is no disgrace.
However,
3849 days ago
This is a share tip we are modestly ahead on on the Nifty Fifty website but there is more to come. Cineworld Group (CINE) has updated us all that trading for the first 18 weeks of its year “has been in line with expectations” and that it “remains confident of delivering a performance for the year as a whole in line with current market expectations”.
3850 days ago
Steve Moore and I tipped this stock at a 6.75p offer price in September on our Nifty Fifty website. The shares are now 9.25p to sell so on an offer to bid basis ( we don't need to fudge our stats) we are well ahead. But there is more to come. A good share tip will get better still! And we have another great share tip coming out on Monday HERE.
Symphony Environmental Technologies (SYM) told its AGM attendees the other day
3854 days ago
Insurer Gable Holdings (GAH), which underwrites a range of specialist policies for the commercial sectors across the EU, has announced that it has received regulatory approval for land vehicles (other than rolling stock), goods in transit and motor vehicle liability underwriting in the UK market and “anticipates that it will commence new business in these classes during the final quarter of 2014”.
3862 days ago
Steve Moore who started working with me when he left University and has been in comrade in arms ever since has – after one false start – finally got the hang of this twitter thingy. I do wonder if he is a 90 year old disguised as a young person some times.
Steve co-edits the Nifty Fifty with myself and Lucian Miers and is also a contributor to www.shareprophets.com
To follow his tweets search him out at @SMooreN50
3888 days ago
This video interview between Tom Winnifrith and Lucian Miers was recorded and published first on their Nifty Fifty website. In light of developments at a number of stocks featured it merits a wider audience.
On the Agenda
1. Gulf Keystone
2. Avanti Communications
3. The Market generally
4. Naibu
5. Globo
6. J Sainsbury
7. Blinkx
3895 days ago
Amara Mining (AMA) has announced a proposed placing and open offer of up to a total of 131,527,262 new shares at 17p each to raise up to £22.36 million before expenses – the funds to be primarily used to advance the company’s Yaoure gold project in Côte d'Ivoire, but also Baomahun in Sierra Leone. We tipped this stock at a 15.75p offer price on our Nifty Fifty website and so at 16.5p-17p are marginally ahead. What next?
3899 days ago
We are 34% ahead in six months on this Nifty Fifty share tip but there is more to come. Advanced Computer Software Group (ASW) earlier announced that it has been awarded preferred supplier status by Oxford Health NHS Foundation Trust. It is not this contract per se but what it says for forecasts that matters.
3905 days ago
Underwriter of a range of specialist insurance policies for the commercial sectors in Denmark, France, Germany, Italy, the Netherlands, Norway, Spain, Sweden and the UK, Gable Holdings (GAH) has announced a further new business agreement. We are 73% up on this share tip on our Nifty Fifty website but there is more to come.
3931 days ago
Share tip services usually bodge performance in a number of ways. You can safely say they try to make their stats look as good as possible in order to get you to sign up. The bodges are easy.
The most common one is to use mid-prices rather than offer to bid. It is industry standard to do this and no-one wants to break ranks. I admit that when at t1ps the performance of Steve & I was calculated in this way. It gets compliance sign off, it is legal, everyone does it but it is completely misleading. It is not as if your poor readers get to buy and sell at the mid.
I know of penny stocks that trade at 1p-1.5p. Tip such a stock and see it go to 2.25-2.75p and the industry standard website will claim a 100% gain. The real gain is of course 50% - if you serve up only 10 or so tips a year that “fudge” allows you to boost your stated performance by 5 percentage points. But it is thoroughly misleading.
Steve & I admit to have sinned with the rest of the industry but we have repented and wish others would do the same
The second is to claim performance from one share commentator to promote your publication when he or she does not in fact write for it anymore. I note that Red Hot Penny Shares (a publication I was the founder editor of in 1998) has recently changed editor. Yet
3936 days ago
Steve Moore and I tipped this stock on our Nifty Fifty website last week at 155.75p to buy. We measure our performance on an offer to bid basis unlike most websites which hide their real achievements by using a mid to mid. After 14 months in operation the average Nifty Fifty tip is (with an average holding period of around seven months) ahead by 19.38% on an offer to bid basis (including dividends). For more information ahead of our next tip go here. Back to Max (MAX). It is still a buy at 157.5p – last week’s article read:
3942 days ago
I tipped this stock on my Nifty Fifty website I run with Steve Moore on Monday at a 0.19p offer price. The shares are now 0.19-0.21p and are nothing if not volatile.
For more than a year I was a bear of AIM listed oil technology company Vialogy (VIY). Despite years of non-delivery, of management greed and the fact that it was obviously running out of money Bulletin Board posters abused me all the way down from 2.5p to 0.4p and generally stood by the board. In the end I bought a few shares which I still own, went along to the AGM and “played up” – there was very quick boardroom change in response to “the terror.”
3964 days ago
A Joint offering from myself & Steve Moore: Cineworld Group (CINE) has announced a proposed £503 million acquisition of the cinema operations of Cinema City International N.V. and an accompanying 8 for 25 Rights Issue at 230p per share to raise approximately £110 million. On our Nifty Fifty website we are well up on this share tip but is there more to come?
4014 days ago
Steve Moore and I tipped Interquest (ITQ) a couple of weeks ago at an 88p offer on our Nifty Fifty website. The offer is now 92p but the shares are still a buy. Here is what we wrote:
Investment Case: The UK ‘economic recovery’ doesn’t look to have the firmest of foundations but with a general election now just 18 months away it is a safe bet that the government will do all they can to sugarcoat it at least until then. This is a likely positive for recruitment group InterQuest, with more than 90% of its business being in the UK. Together with recently implemented ‘self-help’ measures, the company’s prospects look positive and the rating - even after a positive year for the shares – is still likely undemanding. Therefore, at a current 92p offer price, the shares area buy.
4021 days ago
AIM listed 1Spatial (SPA) has announced a contract extension which sees that “approximately $1 million will be payable to 1Spatial and recognisable during the financial year to 31 January 2014, and 31 January 2015”. The shares now trade at 8.125p meaning that Steve Moore and I are 100% up on this tip on our Nifty Fifty site – there is more to come.
4027 days ago
Why are you guys not tipping a raft of bombed out mining stocks? Well we are not sure that things have bottomed out quite yet. There is no rush to fill the gold portfolio on our Nifty Fifty site ( although – amazingly) we are only 1% down over a year on gold stocks. Fox Marble (FOX) is classified as a mining stock on AIM but I’d view it as a building materials sector play.
It produces marble – the price of which is far more predictable than, say, gold. It is not a cash cow yet but it will be pretty soon. It is run by a sensible and successful businessman Chris Gilbert who is modestly paid but has a big equity stake and the 2015 yield could well be close to 100%. I am not joking. The stock is a buy at an offer price of 17.5p with a two year target price of 60p.
4041 days ago
Currently AIM-listed, Tajikistan-operating gold company Kryso Resources (KYS) looks to have taken a further step towards an intended Hong Kong listing having appointed a ‘sponsor’ for the move. So what does this mean for the shares? We tipped them at a 33p offer on our Nifty Fifty site – they are now 39.75p
4074 days ago
Steve Moore and I first recommended this stock several years ago at 14p when we ran tips.com ( netting an average gain per tip of 45% during our 12 year tenure). The shares are still a buy at 86.25p
Investment Case:
4074 days ago
Steve Moore and myself do not claim to be perfect but we get it right more than we get it wrong and we tipped AIM listed 1Spatial (SPA) at an offer price of 4p ten months ago on our Nifty Fifty premium website. The stock is now 8.5p-8.75p so what next?
4075 days ago
Gable Holdings (GAH), the insurer underwriting a range of specialist policies for the commercial sectors in the UK, Denmark, France, Germany, Italy, Norway and Spain has announced a first product in the Netherlands and a strengthened financial team to “provide a strong senior accounting executive in this period of accelerated growth of the company”. This has been a good share tip from me on my Nifty Fifty site, but what now?
4083 days ago
Noble Investments (NBL) has announced that it has received an approach from Stanley Gibbons (SGI) of a possible takeover of 255p per Noble share (circa £42 million) – comprising 192.5p per share in cash and 62.5p in new Stanley Gibbons shares – which, if made, it has indicated it is likely to unanimously recommend to shareholders. Since I have tipped BOTH stocks on my Nifty Fifty website I am celebrating, but what now?
4085 days ago
I tipped AIM listed Symphony Environmental (SYM) on my Nifty Fifty website last week at a 6.75p offer price. The shares are now 6.75p-7.25p so we are all square. But even at a 7.25p offer, valuing Symphony at c£9 million) the stock is cheap. I met up with the CEO Michael Laurier
4115 days ago
While thousands ( sometimes tens of thousands ) of folks read my scribblings here and on shareprophets.com a far more select audience read what is on my premium site, the Nifty Fifty, which I produce with Steve Moore and Lucian Miers. My best ideas go there first. It is expensive but you pay for getting the best ideas first.
In our heyday at t1ps Steve Moore and I had a great track record. Over 11 years and c 240 tips our average gain was c 42.5%. Of course t1ps is now written by a couple of fellows who were still at primary school when the sire was launched. They claim the record of Steve, myself (and Robert Sutherland Smith) as their own in marketing material but it is OUR record. I can assure you that we never outsourced to primary schools.
Robert Sutherland Smith has been writing with me here and at www.shareprophets.com for a couple of months now and the news this week is that he will also be leaving t1ps for good at the end of September
4138 days ago
Shares in semiconductor wafer manufacturer and supplier IQE plc (IQE) have offered a volatile ride since I tipped them on my Nifty Fifty website at a 28.5p offer price in December – hitting 36.5p in January and February before falling back, particularly following some (what look misguided) competition concerns to commence the current month at just 18p. However, they have since recovered strongly and have nudged further higher today to 26.75p-27.25p on the back of a bullish update. They are still cheap.
I say that notwitstanding the fact that the PR bird for IQE is uber prudish Kay Larsen of College Group who thinks that I am a pornographer obsessed by sheep shagging. Kay confuses goat milking with sheep shagging. She needs to get out more...
Anyhow, back to IQE who are based in Wales where no-one has ever molested a sheep.
4193 days ago
Following its recent $6 million placing at 38p AIM listed NetDimensions (NETD) has announced a detailed five year plan. The company is nothing if not ambitious and says that it aims to be a leading provider of talent and related compliance management solutions for highly regulated industries. The company now sits on $11 million of cash and so how does it plan to utilise it, given that it operates in a market worth $4.8 billion and which will grow at 21.3% this year. I follow this with interest as it was a share tip a few months ago on my Nifty Fifty site at a 43p offer price – you can find out more about the Nifty Fifty service here.
The shares are now 49-51p.
4199 days ago
AIM listed 1Spatial (SPA) is turning into rather a good share tip in my Nifty Fifty Recovery portfolio. It joined in November at a 4p offer price. The shares are now 7.625p after an £18 million placing at 6p with a blue-chip raft of institutions and news of a very exciting acquisition. This is a game changer.
Let’s start with the placing. It was not done at a huge discount. Indeed the stock was at 6p when the roadshow started. And there are no spivvy discount brokerages on board. Merely spivvy blue chip institutions. So yes they will flip but not at 8p. At 12p they will get tempted.
1Spatial also announced that it has signed up as its new non exec deputy chairman David Richards the founder of AIM poster boy tech play WANDisco (WAND). That is a PR coup.
Now to the deal.
4201 days ago
Having added shares in specialist environmental support services group, Silverdell (SID) to the Recovery portfolio of my Nifty Fifty website at a 17p offer price in January I clearly do not look entirely Buffetesque with the shares now trading at a 14p mid. They took a bit of a beating yesterday so is anything wrong?
The company announced a trading statement on 12th April. Its results are on 5th June. It thus cannot comment on financials but if something had gone wrong it would have had to say so. It has not. The only news (yesterday) is the appointment on a Non Exec – John Matthews. He seems like a solid if dull fellow. No problems there.
4225 days ago
I tipped this stock at 175p to buy the other day on my Nifty Fifty premium web site but now at 184p in the middle it is still cheap – target price at least 250p. My pal Mark Slater owns this one in his funds and he explained the merits of in his presentation at the UK Investor Show on April 13th. In case you missed his talk, the slides and a video of it can be found here. The stock in question is Entertainment One (ETO)
The shares traded at more than 200p into 2012
4243 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Halfords. Steve writes...
Leading UK automotive and leisure products and services retailer Halfords (HFD) has today updated on the close of its financial year ended 29th March 2013. Shares in this FTSE 250 constituent have recovered from 189p they hit in July of last year to a current 330p and the following updates on whether value looks to remain…
4243 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Oxford Instruments. Steve writes...
I previously commented on Oxford Instruments (OXIG), the first technology business to be spun out from Oxford University over fifty years ago and now a FTSE 250 business designing, supplying and supporting high-technology tools and systems for the research and industrial sectors, following a trading update in February. I concluded that the outlook appeared attractive but that with the shares at 1,726p – capitalising the company at £982 million – it looked better to wait for a lower entry point. Following another trading statement today, the following updates…
4249 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Cable & Wireless Communications. Steve writes...
Cable & Wireless Communications (CWC), the FTSE 250 full-service communications business, has announced the completion of the disposal of the majority of its Monaco & Islands division. The following updates on this and reviews the outlook here…
4251 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Telecom Plus. Steve writes...
I previously commented on FTSE 250 integrated supplier of utility services in the UK, Telecom Plus (TEP) in February – noting that I expected the company to continue driving earnings, cash generation and dividends forward in the coming years and that, at 980p, the patient, long-term investor should still earn a decent return from there. Following a trading statement today, the shares are currently 1030p and the following updates…
4256 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Electrocomponents. Steve writes...
Shares in Electrocomponents plc (ECM), a FTSE 250 international distributor of electronics and maintenance products, have recovered from early 2009 lows of 117.5p to a current 251p, though it has not been a smooth ride. The shares actually reached more than 290p by mid 2011 but traded only a little above 200p in early December 2012 before recovering to their current level. The following updates on the valuation post a trading update from the company for its year ending 31st March 2013…
4256 days ago
Shares in fully-listed S&U plc (LSE:SUS), the niche home credit and motor finance provider in the UK was a stock that I tipped on my Nifty Fifty service at an offer price of 839.5p in November. Following the publication of results the other day they now trade at 975p-1020p. The spread is wide enough to drive one of mad Ken Livingstone’s bendy buses through but sometimes you just have to bite the bullet. But at this price? Look at the dividends.
The chairman of S&U is Anthony Coombs a former Tory MP who is far too much of a real Conservative to have much to do with Call Me Dave’s hapless Government. And thus Coombs starts his comment on S&U’s results with the observation that
4257 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Cable & Wireless. Steve writes...
Yesterday Cable & Wireless Communications (CWC), the FTSE 250 Caribbean and Panama focused provider of mobile, broadband, fixed line, pay TV, data centre and hosting, carrier and managed services to customers including consumers, businesses and governments, announced the latest in a developing number of director share purchases. The following updates…
4258 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of KCOM. Steve writes...
KCOM Group (KCOM), the Hull-based, UK focused communications company has, like many of the current FTSE 250 constituents, enjoyed very strong share price growth over the last four or so years. However, with the shares having reached more than 85p in September 2012, they fell back to sub 70p in November but have since recovered to trade at a current 82p. The following reviews the value proposition post a trading update from the company last month
4259 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Diploma. Steve writes...
Diploma plc (DPLM) is another FTSE 250 constituent which has seen its shares rise significantly since troughing in early 2009. They have recovered from lows then of 92.25p to a current 579.5p and, following a trading update, the following reviews whether there remains value in this supplier of specialised technical products and services to the Life Sciences, Seals and Controls industries, with its principal operating businesses located in the UK, Germany, US, Canada and Australia…
4261 days ago
On Friday I executed a volte face on online dating agency Cupid (LSE:CUP). I had tipped the stock but advised readers to sell and go short. Those who followed my tip on my Nifty Fifty website to buy at 185p would have sold at 112p losing 63p. Going short at the same price they would now be 63p ahead as the shares closed Friday at 49p. They have got their money back. But they will end up making money as this stock has a lot further to fall. In my view the potential downside per share is almost 49p.
4262 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Euromoney. Steve writes...
This company has an apt name given continuing Eurozone uncertainties, highlighted in recent days by the economic travails of Cyprus. It is however a media and events group focussed primarily on the international finance, metals and commodities sectors which derives more than a third of revenues from emerging markets and with main offices in London, New York, Montreal and Hong Kong. Like the FTSE 250 index, of which it is a member, shares in the company have risen significantly since the market despair of four years ago but, at the time of writing, trade just over 3% down on the day, at 900p (capitalising it at £1.13 billion), post a trading update. The following reviews…
4262 days ago
The Bard of the Boleyn, infamous short seller Lucian Miers has quit his writing gig at ShareCrazy and will today make his debut as a columnnist on the Nifty Fifty website run by myself and Steve Moore. Lucian is perhaps the sharpest brain in UK short selling. He may not have the profile of some shorters but he is the numbers man.
Lucian will as of today be the man charged with delivering the Nifty Fifty weekly short letter, ideas on the bear tack. And we are also planning on doing the odd video together exclusively for the Nifty Fifty. Lucian is, of course, also one of the 25 big name speakers at www.UKinvestorshow.com
Steve and I can now focus 100% on share to buy. So far 24 stocks have joined the five model portfolios we run with one of those positions closed as of today. It was Steve and myself who ran t1ps for 12 years delivering an average gain per share tip of 42.7% over 241 tips. We aim to do better with Nifty Fifty where we are stocking to a maximum of 50 live recommendations at any one time.
Nifty Fifty also provides detailed updates on all the stocks we follow – so far today there have been updates on three stocks with two more set to go live shortly.
To access the Nifty Fifty now that Lucian is on board to complete the team click HERE
4263 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Supergroup. Steve writes...
Shares in now FTSE 250 constituent SuperGroup plc (SGP), the international fashion company and owner of the ‘Superdry’ brand, have been strongly on and then off- trend since they joined the stock market in March 2010. The shares listed at 500p and today trade at 600p – but have in between seen highs of more than 1800p (February 2011) and a low of 264.5p (June 2012). The following reviews the current position…
4265 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Domino's Printing. Steve writes...
Domino Printing Sciences (DNO), a provider of printing technologies which enable organisations internationally to meet regulatory or commercial information requirements, is another FTSE-250 constituent which has enjoyed a strong share price run – a current 700p share price comparing to 136.5p hit in November 2008 and 583p at which the shares commenced 2013. This inks the question; does there remain value here? Post a trading update, the following reviews this…
4266 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of JD Wetherspoon. Steve writes...
Interim results for the 26 weeks ended 27th January 2013 from J D Wetherspoon (JDW), the FTSE 250 owner and operator of pubs throughout the UK, showed a 10% increase in revenue and 6.9% increase in like-for-like sales. However, adjusted earnings per share were just 3% up and underlying profitability was actually a few percent lower. The following examines this performance and reviews the investment proposition here…
4266 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Fenner PLC. Steve writes...
Shares in Fenner plc (FENR), a FTSE 250 conveying and advanced engineered products provider, have recovered strongly from 33.75p March 2009 lows to currently trade at 419.5p. However, they trade comfortably below their level of a year ago – having hit 483.7p in March 2012. The following reviews the value proposition at current levels
4267 days ago
I think sound and vision nailed once again. I am finally getting the hang of this. I am meant to be celebrating St Patrick’s Day with some Irish-for-a-day folk which means just mindless drinking. Since they were not Irish yesterday they will not understand why there is nothing to celebrate today. And so I may dodge that for some more writing. Pro tem here is the video postcard for this week
On the Agenda
Approximate Running time 10 minutes
4271 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of tech stock ITE Group. Steve writes...
Shares in ITE Group (ITE), the FTSE 250 CIS, Turkey and increasingly India, South East Asia and China focused trade exhibitions and conferences organiser, have been strong recent performers – a current 279p share price up from 183.5p hit in November 2012 and 246.3p at which the shares commenced 2013. The following reviews the investment proposition here…
The company most recently updated in an AGM trading statement at the end of January – noting that “trading has been in line with management expectations for the first three months (to 31st December 2012) of the financial year” and that “current sales represent circa 66% of current market expectations which is consistent with our long-term average of bookings at this stage of the group’s financial year”. The balance sheet was noted to remain strong – with net cash at 24th January of approximately £16 million.
4272 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of tech stock Imagination Technologies. Steve writes...
Imagination Technologies (IMG), the FTSE 250 technology chip designer, has updated on trading since its 31st October 2012 half year-end. At a current 550p, the shares are massively ahead of their 33.25p November 2008 lows but down on the in excess of 700p they reached in March and April of 2012. The following reviews the company’s trading update and whether the current share price represents value…
4273 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of tech stock Anite. Steve writes...
Shares in Anite plc (AIE), a FTSE 250 constituent and provider of testing systems to the wireless market and reservation and e-commerce solutions to the leisure travel industry, at the time of writing trade more than 16% down on today, at 130p, following the company’s release of an update covering the period from 1st November to 8th March. The shares are still significantly ahead on late 2008 lows of sub 21p and sub 94p at the start of 2012, but does today’s move provide an opportunity? The following reviews this…
4274 days ago
4275 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his analysis of Dialight. Steve writes...
Dialight plc (DIA), a FTSE 250 constituent focused on solid state lighting technology for industrial application, traffic and obstruction signals and components for status indication and residual disconnect components for automotive and niche industrial application, last week announced results for the 2012 calendar year. These have helped the shares – up from only just over 100p late 2008 lows – further higher; from a 1,165p close prior to the results announcement to a current 1,300p. Capitalising the company at approaching £418 million, the following reviews the results and the value on offer here
4280 days ago
Impellam Group (LSE: IPEL), an AIM-listed staffing and outsourced support services provider in the UK and North America, with smaller operations in Australia, Ireland, New Zealand and mainland Europe is a big success from my time at t1ps – Steve Moore and I tipped it at 40p in September 2009. I published a note saying that the stock was still a buy at 315p in December of last year. After results for the company’s year ended 28th December 2012, released last week, the shares now trade at 425p. You see, Steve and I do get the odd tip right and we will be serving up another hot prospect on our new Nifty Fifty website later this week.
4284 days ago
I met up with Paul Atherley, the CEO of AIM listed Leyshon Resources (LSE: LRL) for a brief chat on Wednesday. It came on the heels of a trading statement the other day and a few points came out of that chat.
Leyshon is a rare beast on AIM in that it lays out its plans, stocks to them and delivers. Well it has done so to date. And it has been a cracking share tip for me on my Nifty Fifty website.
4285 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on mid cap tech stock Halma. Steve writes...
Halma plc (HLMA), a FTSE 250 constituent and safety, health and environmental technology group – with products including fire detectors, access control sensors, medical devices and environmental analysis instruments – updated earlier this month that it “expects adjusted profit for the full year to be in line with market expectations” and that it has “maintained strong returns and achieved good cash generation, which provide us with the financial capacity for further acquisitions and investment”. However, this is another shares in which have risen strongly recently, as the FTSE 250 index has. With the shares up from March 2009 lows of 143.2p and 330.4p at the start of 2012, the following reviews whether value remains at the current 493p, which capitalises this company at £1.86 billion…
4286 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on mid cap tech stock Aveva. Steve writes…
AVEVA Group plc (AVV), a FTSE 250 engineering software provider, has, like its index, enjoyed a good recent re-rating – the shares up from 465p 2009 lows and 1,430p at the start of 2012 to a present 2,300p – this capitalising the company at a current £1.57 billion. After a trading update at the end of last month, the following asks whether there remains value on offer here…
4287 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on mid cap tech stock Oxford Instruments. Steve writes…
Oxford Instruments (OXIG), a provider of high technology tools and systems for industry and research, was the first technology business to be spun out from Oxford University and is now a FTSE 250 constituent. It has become so as it has successfully innovated to become a leading provider of new generation tools and systems, with the shares having risen from little more than 100p in March 2009 to currently trade at 1,726p – capitalising the company at £982 million. Following a trading update earlier this month, the following reviews whether there remains value on offer here…
4288 days ago
I am really sure that I got sound and vision correct today! Fingers crossed. Greetings from a freezing Islington. I remember doing the first of these video postcards from a sun drenched Greece. I rather wish I was back there now although I guess it would be a bit less sun drenched. I digress.
On the agenda
1. Global warming nutters repenteth
2. UK loses AAA credit rating what does it mean?
3. Higher interest rates and UK house prices
4. Housebuilding stocks – notably Barratt Developments
5. Bearishness on the UK economy
6. What this means for the stockmarket
7. Tips on Nifty Fifty
8. UK Investor Show – an urgent plea
9. Plans for next week
PS. If you are not already signed up for it, please do sign up to my twice weekly free newsletter the Tomograph as it contains links to all my free content plus some exclusive articles. You can do so here.
And if you are on twitter can you follow me @tomwinnifrith
4290 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on mid cap tech stock Micro Focus International. Steve writes…
Micro Focus International (MCRO), a FTSE 250 provider of software which enables customers’ business applications to respond rapidly to market changes and embrace modern architectures with reduced cost and risk, yesterday updated that trading in the three months to end January was in line with expectations and that it expects adjusted EBITDA for its year ending 30th April 2013 to be “in line with current market expectations”. The shares have recovered from sub 240p in August 2011 to a current 665.5p – capitalising the company at approaching £1 billion – and the following reviews yesterday’s announcement and the current investment proposition here…
4291 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on Ireland originating Tullow Oil. Steve writes…
I commented on Tullow Oil (TLW) earlier this month as the FTSE 100 oil and gas explorer and producer announced results for calendar 2012. In that analysis I noted the company’s 2012 discovery of a new oil basin in Kenya and its highly ambitious 2013 exploration programme and the company has today updated on its East Africa exploration and appraisal. With the shares currently trading at 1,227p, I review this in the following…
4292 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a share tip he has published on tech stock The Innovation Group, a company I know absolutely nothing about. Steve writes…
The Innovation Group (TIG), a fully-listed, global provider of business process outsourcing and software solutions for accident management, repair and estimation and claims management, has updated that it “is confident that the group’s performance is on track to meet its expectations for the current financial year”. Shares in the company, whose clients include the likes of Aviva, AXA, RSA, Ford, Toyota and Zurich, have risen from 3.45p end 2008 and 18.25p 2012 lows to a current 24.75p – capitalising the group at now more than £241 million. The following reviews a 15th February 2013 trading update and the value these shares now offer…
4293 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you an article he has published on tech stock Emis Group, a company I know absolutely nothing about. Steve writes…
Shares in EMIS Group (EMIS), a leading UK supplier of clinical software and related services to GP practices and other healthcare practitioners and a major software supplier to high street pharmacies, commenced 2013 at more than 900p but fell more than 16.5% (to 750p) on 24th January as the company reported “lower than planned revenues from the Australian defence contract, training and integrated care services. Group adjusted operating profit is expected to be marginally below analysts’ expectations, largely as a result of the accelerated staff and recruitment costs associated with the EMIS Web roll out and the slight revenue shortfalls highlighted above”. The shares have further declined since to trade at a current 650p, capitalising this AIM-listed company at £380.5 million. The following analyses whether this current, lower level represents value…
‘EMIS Web’ is the company’s ‘next generation’ clinical software system which enables GPs and other healthcare practitioners to connect with each other and securely share access to patients’ electronic health record. An accelerated roll out of this is noted to be “proceeding to plan”, whilst RX Systems, the group’s community pharmacy division, is “delivering a strong performance”. The company added the sum result is that group revenues for 2012 are expected to be not less than £86 million, with year-end net cash of £7.7 million.
4293 days ago
Steve Moore and I worked together at t1ps.com from the day he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you an article he has published on tech stock Phoenix IT, a company I know a bit about. Steve writes…
Phoenix IT Group (PNX), a fully-listed IT services company to UK enterprises, updated last week (13th February 2013) that it “currently believes the Group’s EBITDA for the year to 31 March 2013 will be around 10% below market expectations, but is encouraged by an improving order book and pipeline”. Having traded at more than 230p in 2012 and commenced 2013 at 184p, the shares presently trade at 157p, capitalising the company at £118.3 million. In light of the ‘improving order book and pipeline’, the following reviews whether there is value on offer here…
The update revealed that the group’s annual contract value (£194.3 million) and order book (£322.2 million) at the end of calendar 2012 were both improved on the positions at the end of the prior quarter (£187.7 million and £284.6 million respectively). However, it added that some slippage in current work has been experienced and that the company “remains cautious about its short term financial performance”.
4295 days ago
A new location – I hope that the sound and picture are okay. I think I have got it nailed. Anyhow here it is.
On the Agenda
1. The poverty of quality oil stocks in London
2. Ditto mining sshares
3. Why the AIM system is bust
4. How it can be reformed
5. Searching out quality investments in the UK
6. New tips from myself and Steve Moore on Nifty Fifty.
7. The failures of Call Me Dave
4297 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty websital but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he has published on Wales based IQE – natch I agree with him Steve writes…
Shares in AIM-listed IQE plc (IQE), a manufacturer and supplier of bespoke semiconductor wafers to the major chip manufacturing companies, which then use them to make the chips which form the key components of high technology systems, were recommended on the Nifty Fifty website in December at a 28.5p offer price and I also wrote them up last month on the One Free ShareTip offering with the shares then at 34.25p. Now at 35.75p – 36p, meaning a market cap of more than £230 million, the following reviews the investment case here…
4298 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty website but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he has published on Entertainment One. Steve writes…
Entertainment One (ETO), the London main market listed producer and distributor of film and television content, has updated that “full year earnings are anticipated to be in line with management’s expectations” on underlying revenue up 11% in the 10 month period to end January. The shares have risen from a 13.5p low hit in the depths of the markets 2009 despair to a current 188p. They did however trade above 200p in late 2011/early 2012 and, with a present market cap in excess of £500 million, the following offers my current take here…
4299 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty websital but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he has published on Tullow Oil. Steve writes…
Tullow Oil (TLW), the FTSE 100 oil and gas explorer and producer, has released calendar 2012 results which it emphasises are “in line with market expectations”, with a “balance sheet substantially strengthened through debt re-financing and $2.9 billion from Uganda farm-down”. The shares have responded favourably – currently trading higher at 1,235p, capitalising the company at £11.2 billion. The following reviews the results announcement…
4300 days ago
Densitron Technologies (DSN), the AIM-listed electronic displays company has served up a rather nasty profits warning, leaving the shares trading at 7.625p valuing the company at just £5.3 million. I recommended this stock on t1ps.com, the site I founded and edited for 12 years until this September delivering an average gain of 42.7% over 241 share tips before leaving to set up The Nifty Fifty. The t1ps share tip was at 11.75p in December 2010 since when 6p has been paid out in dividends (including one special 5p payment) so as disasters go this was no total disaster. But the speed of the backtrack at Densitron is not pleasing.
4300 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty websital but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he has published on NCC Group. Steve writes…
NCC Group (NCC) is a fully-listed, international, information security company. It provides its services from two divisions – ‘Escrow’ (acting as an independent party between a supplier and end-user, with NCC’s specialists meaning it is able to minimise the risks of the use of external software to the end-user whilst also protecting the intellectual property of the supplier) and ‘Assurance’ (IT testing, monitoring and compliance). Having fallen to little more than 45p at the market depths of early 2009, the shares recovered strongly to hit approaching 166p in October 2012. Currently trading at 142.5p – capitalising the company at approaching £296 million – following results for its six months ended 30th November 2012, the following reviews the current investment proposition here…
4301 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty websital but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he has published on Telecom PLus ( I agree with his conclusion, natch). Steve writes…
Telecom Plus (TEP), which trades as the Utility Warehouse and supplies a range of utility services (gas, electricity, fixed line telephony, mobile telephony and broadband internet) to both residential and business customers in the UK, has updated that a “continuing strong performance” means it remains “confident of reporting full year profits in line with current consensus market expectations”. The shares trade at 980p on the back of the announcement and are up from sub 300p on a three year view and from sub 650p on a one year view. With a market cap now of approaching £700 million, the following reviews whether there looks to remain value in the shares…
4304 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty websital but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you a piece he published on S&U (provider of credit to council house dwelers) today. The Nifty Fifty editorial team feel pretty good about this share tip so far. Steve writes…
Shares in fully-listed S&U plc (SUS) were added to the Income portfolio of the Nifty Fifty offering at an 839.5p offer price in November. Following a positive year-end trading statement today, they currently trade up at 960p, capitalising this home credit and motor finance provider throughout England, Wales and Scotland at approaching £113 million. The following reviews today’s announcement and asks whether there remains value here…
4306 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty product but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his debut article elsewhere: Steve on AIM Listed tech play Craneware. I have to admit that I had never heard of this company until today but Steve is a smart guy and I trust his judgement.
Following from my piece on AIM-listed GB Group (GBG) yesterday, I today comment on a fellow AIM-listed tech stock which also updated on trading towards the end of last month; Craneware plc (CRW). Despite its name and its being incorporated and headquartered in Scotland (Edinburgh), the company is actually a software provider focused on the US healthcare market. With offices in Atlanta, Arizona, Massachusetts and Tennessee, its software helps hospitals and other healthcare providers more effectively price, charge, code and retain revenue for patient care services and supplies – increasing their efficiency and minimising compliance risk. The following reviews the company’s recent trading update and investment outlook…
4307 days ago
Steve Moore and I worked together at t1ps.com ever since he left University. He is a very talented young analyst and a man of utter principle which is why he quit t1ps. He is now working with my on my Nifty Fifty product but also writing off his own bat and I am keen to support that. Apart from anything else he talks a lot of sense. As such I bring you his debut article elsewhere: Steve on AIM Listed tech play GB Group.
Shares in AIM-listed GB Group (GBG) have been strong performers over recent years – commencing 2010 trading at 21p, they currently trade at 94.25p – capitalising the company at more than £100 million. Following a trading update last week, does value remain here?
The company’s 30th January update noted that it “anticipates that the results for the year ending 31 March 2013 will be in line with current market expectations”, with both its DataAuthentication and DataSolutions businesses “trading well” and “ahead of last year”.
4309 days ago
As per request the weekend video postcard is back. I found my camera, my tripod and I hope that this all works well enough – damn seem to have goofed on lighting again. I am out of practice. A simple few thoughts to (re) start with & no crowing about the rugby in case Olivia watches.
On the Agenda
1. Bull versus Bear the markets debate short term
2. Longer term – what inflation must mean, a more bearish tone.
3. The dynamics of new media
4. Steve Moore, ex senior writer at t1ps.com joins me working on the Nifty Fifty – the old t1ps team is now 100% reunited on our new website
5. Leslau vs Wray with me in the middle. More on UKInvestor Show where fewer than 500 seats now remain.
4311 days ago
I recommended shares in AIM-listed specialist non-life insurance investor, service provider and underwriting manager, Randall & Quilter Investment Holdings (RQIH) at 127.5p in July 2011 on t1ps, the website I founded and edited for more than 12 years, delivering an average gain per tip of 42.7%, before departing last September to set up the Nifty Fifty offering. These shares have yet to really perform – but having commenced 2013 at 106p, they currently trade at 119.5p following a trading update today. The following reviews this and offers my updated view…
4324 days ago
Telecom Plus (TEP), now a FTSE-250 constituent, is a very successful past share tip from myself. I recommended the shares at a share price of 187.25p in January 2008 on t1ps.com, the site I founded in 2000 and ran until September when I left and set up the Nifty Fifty website. Prematurely, I banked gains at 691p in July 2011. The shares dipped below 600p that August but have since risen again, to currently trade at 975.5p, capitalising the company at more than £687 million. The following details my current view…
4327 days ago
London and Australia listed Philippines gold producer, Medusa Mining (MML) is a top recommendation from my past. I recommended the shares on t1ps.com, the site I founded in 2000 and left in September 2012 to establish the Nifty Fifty, at 49p in August 2008 and recommended selling at 426.5p in December 2010. I noted then that a higher share price still could be achieved but that a re-appraisal of political risk and the company – as a low-cost producer – being set to benefit less in terms of operational gearing from a rising gold price than others had led me to consider the risk/reward trade-off more attractive elsewhere in the sector. The shares would go on to hit 560p in 2011 but have subsequently fallen back to trade at a current 350p share price. Perhaps it is time to buy back in?
4353 days ago
Shares in AIM-listed specialist remediation, decommissioning and consulting services group Silverdell (LSE SID) were recommended on t1ps at 12.75p in August, the month before I departed after more than 12 years editing that website to set up the Nifty Fifty offering. I subsequently updated you all in November, with the shares at 13.25p, concluding that they remained worth buying ahead of the announcement of results for the company’s year ended 30th September 2012. With these announced earlier this month, the share price is now 14.625p – capitalising the company at £45.8 million, and the following reviews the results and what they mean for the investment case…
4354 days ago
I recommended shares in AIM-listed governance, risk and compliance software provider Access Intelligence (LSE: ACC) on t1ps.com, the website I founded in 2000 and edited until September of this year when I left to set up the Nifty Fifty offering, in November 2010 at 4.25p. They have traded briefly above 5p since but fell to lows of 2.25p a year ago, before subsequently recovering somewhat to trade at a current 3.5p share price. Following the close of the company’s year to 30th November 2012, the following reviews a trading update the company has released today and what it means for the current investment case… buy, sell or hold?
4356 days ago
I previously commented on fully-listed Anglesey Mining (LSE: AYM) late last month – concluding that the shares, at just over 7p, were not for the risk-averse, but that the upside potential was sufficient for me to rate them a ‘speculative buy’. They had previously soared from the 11.75p at which I recommended them in October 2009 on t1ps – the website I founded in 2000 and edited until leaving this September to set up the Nifty Fifty offering – but fell all of the way back to sub 7p as the company’s current key value driver, Canada-listed Labrador Iron Mines, was heavily impacted by very significant falls in the iron ore price. Now with an 8.5p share price and following news today that Labrador has, in 2012, successfully completed its largest ever exploration programme, the following takes a renewed look at the Anglesey Mining investment proposition…
4366 days ago
Recorded in a freezing Warwickshire once again I think both sound and picture are okay. I prayed, rested the camera on my step-mum’s religious books and it worked. Praise be the Lord.
The Tomograph Newsletter will be out by 7 PM. It includes an article on 12 steps to more than halve the UK deficit at once. To register to receive the newsletter click HERE
On the agenda.
1. Yarg cheese joins the menu at Real Man Pizza Company – do you know how Yarg got its name?
2. Nifty Fifty – 2 more share tips this week. A bit more about the site. You can join or get more details here.
3. The UK Investor show on April 13th. Many more details about the speaker line up and companies attending. You can get more information and book your seat here. Attendance is limited by ‘elf ‘n safey to 2,500 so book now ahead of ADVFN (whose show it is) really pushing it in the New Year. Book here
3. The FTSE 100 at 5,900 – a loss of 700 points in 12 years. What does that say to you.
4. US Fiscal Cliff but worldwide deficit denial
5. Value on AIM
6. Greed, corruption and generally rubbish on AIM
4370 days ago
I published most of this share tip article earlier on my Nifty Fifty website – where I shall publish a new share tip later today: The Zeadyus-2 well in Guyane has not found commercial oil and has been abandoned. The share price of Northern Petroleum (LSE:NOP) has duly slumped by 14% to 54.75p. This is a total market over-reaction. I have discussed this at length with exploration manager Graham Heard and CEO Derek Musgrove and here’s the score. The shares remain a buy. The same cannot be said for Wessex Exploration (LSE:WSX) which like Northern also has a 1.25% stake in this field.
4373 days ago
I hope the sound and light work here. It was filmed in my father’s conservatory in Warwickshire – not exactly an ideal studio but then is not the BBC. That has to be a point in my favour. The video is about eleven and a half minutes long.
On the Agenda
1.Oil stocks – the reasons for selective bearishness
- funding issues, how the recent stream of drill failures have had a disproportionate impact on the ability to raise capital in this sector
4376 days ago
Shares in AIM listed UK and Central Europe commercial property fund manager First Property (LSE: FPO) were recommended on t1ps, the website I founded in 2000 and edited until I left in September to set up the Nifty Fifty, at 19.25p in May 2008. They presently trade at 19p and thus, though the company has paid out 4.82p per share in dividends since the initial share tip, this has not been a stellar recommendation – but far from disastrous either. Ahead of results from the company for the six months ended 30th September 2012 – due a week today (on 5th December) – the following takes a look at the current position here…
4376 days ago
Leyshon Resources (LSE:LRL) shares have been unsuspended (at 25p) and have duly plunged back to 20.25p in the middle after the release of drilling news from China. I sense that a lot of Bulletin Board loons had got a little bit carried away last week pre-suspension and are now banking gains or just panicking as they do not really understand a statement which is, on balance, good. Some loons are even expressing disappointment that it is a gas discovery not oil which is odd as Leyshon always said it was drilling for gas in a gas rich region.
I tipped this stock at 11.5p (offer) in late October on the Nifty Fifty website
4377 days ago
AIM-listed manufacturer of niche plastics products for global markets, Plastics Capital (LSE:PLA) has today announced its results for the six months ended 30th September 2012. This is a company whose shares I first recommended on t1ps – the website I founded in 2000 and left in September this year to set up the Nifty Fifty – at 40.5p in November 2009. I again commented positively here in September, offering a free share tip with the shares then at 66p, and the share price is now 72p on the back of today’s release. The following reviews the results and the outlook from here…
4378 days ago
I think both sound and picture quality are okay this week. Recorded on a wet weekend this video postcard is about 12 minutes long.
On the agenda
1. Leyshon Resources (LRL)
2. A big win for the Nifty Fifty which you can subscribe to here
3. Vialogy (VIY ) – new points of concern
4. Hype versus value
5. Wider market trends
6. The Middle East and oil
7. The publication of Letters from the Chestnut Tree Cafe, my new e-book. You can obtain more details and pre-order here.
4383 days ago
Lombard Risk Management (LRM) is an AIM-listed financial services industry focussed software company whose clients include more than 30 of the world’s ‘top 50’ financial institutions and almost half of the banks operating in the UK. I first recommended the shares on t1ps.com – the website I founded but departed from in September of this year to launch the Nifty Fifty – at 9.625p in 2005. They currently trade at 10p so this has been far from a red hot recommendation so far. However, I have taken some encouragement from recent operational pronouncements and see today that the company has announced the launch of a new compliance and audit application. Following a chat with the main man – founder, CEO and main shareholder John Wisbey – I offer the following thoughts…
4383 days ago
AIM-listed, Latin America-focussed gold miner Minera IRL (MIRL) has today announced a resource update for its Don Nicolas project in the mining-friendly Santa Cruz province of Argentina. These are shares I previously recommended on t1ps.com ( the site I founded in 2000 and edited until September this year before leaving to establish the new Nifty Fifty site) and I updated on them at 50.25p a couple of weeks ago – urging readers to buy a few. With the shares now at 56.25p, the following scribbling reviews today’s announcement from the company…
4384 days ago
Shares in UK-focussed healthcare and business management software and services company Advanced Computer Software (ASW) were recommended on t1ps.com (the website I founded and edited until September of this year when I left to set up The Nifty Fifty) at 34p in September 2010. They have risen consistently since to currently trade at 62.75p – not far off recent highs of 63.75p. Ahead of results for the six months ended 31st August 2012 expected next Wednesday (28th November), the following previews what we can expect…
4384 days ago
Accumuli plc (ACM) is a UK-based IT security software and services provider – shares in which were recommended as a hot share tip in May at 11.125p on t1ps.com, the website I founded in 2000 and worked for until September when I left to set up the Nifty Fifty website. The company has today announced results for the six months ended 30th September 2012 and the following reviews these and the current investment case with the shares now at 10.5p.
4384 days ago
I tipped Cluff Gold (CLF) in September 2011 at 96p on t1ps.com, the website I founded in 2000 and left three months ago to set up the Nifty Fifty
. Like most AIM listed gold shares Cluff has taken a beating but the shares have rallied in recent days and are now at 63.25p following the release of a new resource estimate for the Baomahun project. Those who nibbled at 58.5p the other day after I published a detailed analysis here will be feeling reasonably happy.
4384 days ago
Shares in InternetQ (INTQ), a provider of mobile marketing and digital entertainment for mobile network operators and brands, were a February 2012 recommendation on t1ps.com – the website I departed in September, 12 years after found it, in order to set up the Nifty Fifty. Having fallen back in the second half of this year, the shares are, at 182.5p, now little changed on the initial t1p price. The following takes a look at the outlook from here…
4385 days ago
I published an update on AIM-listed electronic displays designer and developer Densitron Technologies (DSN) last week – concluding that a low earnings multiple and its balance sheet backing were sufficient to make me believe the shares were worth sticking with. Since my original tip on t1ps.com, the site I founded and edited for 12 years before leaving in September to set up the Nifty Fifty, my followers are 21% ahead.
The company has today announced what it describes as a “significant move forward” in its long-term strategy to create intellectual property and provide additional services that enable it to meet a fuller range of product requirements.
The following takes a look at the announcement…
4386 days ago
Apologies about the sound quality at the start of the video. Recording at Real Man Pizza is not ideal but in search of natural light it was where I ended up this week. The video is just under eight minutes long.
On the Agenda
1. Light blogging ahead. I MUST finish my second (and third) book and am going away for a week to do so.
2. The Strange case of US Oil & Gas (USOP) see here.
3. Bullish on gold and oil prices but bearish on many juniors and why. This is indeed the subject of my second book – just how many on AIM will go bust.
4. Zak Mir thinks the FTSE is going to 7,000 – could it?
5. Where value lies – two more value tips out next week on the Nifty Fifty which you can join here.
4394 days ago
I think I got the sound and the video right this time. I have been thinking in the New Year that I might start doing two short daily audio reports on a) the markets and b) life in general – the world, the evil State and the Evil Empire. I am investigating the technology. Whaddya think?
4400 days ago
Once again I manage to get both sound and light perfect. And this week no banging window either. I am getting the knack of it.
A charming girl called Zoë helped me film a CEO video last week which will be the first to go live on Nifty Fifty this week. Along with a raft of new investment ideas. For more details on that click here.
4403 days ago
Another day and another placing from AIM listed gold miner Vatukoula (VGM). The shares are down to 35p and given the convoluted circumstances of this placing I can understand why some are tempted to sell and move on. Having recommended the shares at 46.5p on t1ps.com, the site I founded 12 years ago and edited until September I am not best pleased. However I would not be selling, I’d be buying and here is why.
4405 days ago
AIM listed IT services group Nexus (NXS) has been one of my most disastrous tips of all time. I recommended the shares at 0.89p in December 2006 and many times since on t1ps.com the site I founded and edited for 12 years until September 2012. My average gain per tip over 12 years and 240 tips would have been more than 42.7% had it not been for this shocker. The shares are now at 0.105p following news today of a Reverse Takeover and thus the lifting of a suspension on the shares. I can only apologise for what was a piss-poor tip. In my defence, one of my last acts as a piss poor fund manager was to force out the old management team. I am now more convinced than ever that had I not done this, the company would today be bust. But where now? Could this be a red hot penny share for recovery or is it still a dog?
4405 days ago
Australian and South East Asia regional airline Skywest (LSE:SKYW) has announced that ASX-listed Virgin Australia has proposed, subject to conditions including regulatory and Skywest shareholder approval, an Australian$0.4688 (AUD$0.225 cash and 0.53 Virgin Australia shares) per Skywest share takeover offer. Those who followed my original share tip on this one from t1ps.com the website I edited for 12 years (but left in September) have thus more than doubled their money. But what to do now?
4405 days ago
Fully listed Centamin (CEY) has now formally responded to the fact that the Islamofascist regime in Egypt has stolen its main asset. Its response is not in any way convincing. It is quite clear that an Egyptian Court has revoked the license yet the company seems to suggest otherwise. On the basis that no-one seems to know what is going on the shares remain suspended. If, at any stage, you can sell I would. Here, in Centamin’s own words is why.
4407 days ago
Yesterday ADVFN launched the Nifty Fifty, a new website which I am writing. While s atream on new investment ideas will appear in the next few days, starting in a few hours, it has only one article on it so far, yesterday’s editorial. And this is it. It outlines a bit of what is to come. In future content on the Nifty Fifty stays for members only but this is a brief glimpse.
