Thursday, May 23, 2013

Small Cap Report (23 May) - HFD, KBC, SSY, QED, HYD

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Companies mentioned are:

Halfords (HFD) - dividend cut.
KBC Adv Tech (KBC) - AGM statement sounds positive.
Scisys (SSY_ - positive AGM statement.
Quintain Estates (QED) - NAV drops again.
Hydro Intl (HYD) - mildly negative AGM statement.

Wednesday, May 22, 2013

Small Cap Report (22 May) - ZYT, PGB, INL, CHH, PMP, SID, APH

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Companies mentioned are:

Pilat Media Group (PGB) - significant contract win.
Inland Homes (INL) - positive-sounding trading update.
Quindell Portfolio (QPP) - contract win.
Churchill China (CHH) - in line trading update.
Portmeirion (PMP) - my preferred stock in the china industry.
Silverdell (SID) - new Non-Exec appointed.
Begbies Traynor (BEG) - I've sold out.
Alliance Pharma (APH) - sales update.

Tuesday, May 21, 2013

Small Cap Report (21 May) - ZYT, BMY, DRV, ECV, RNWH

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Companies mentioned are:

Zytronic (ZYT) - Poor Interims, as expected.
Bloomsbury Publishing (BMY) - Good results & attractive valuation & divi.
Driver (DRV) - Interims potentially interesting.
Eco City Vehicles (ECV) - scraped into profit.
Renew Holdings - interims.

Monday, May 20, 2013

Small Cap Report (20 May) - NRR, ZZZ, TNG, ZYT

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Companies mentioned are:

Newriver Retail (NRR) - planning consent approved for Birmingham site.
Snoozebox (ZZZ) - Founding Director leaves.
Tangent Communications (TNG) - Results. Looks potentially interesting.
Zytronic - Results & conference call tomorrow.

Friday, May 17, 2013

Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

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Companies mentioned are:

Snoozebox (ZZZ) - update says needs more capital.
Sprue Aegis (SPRP) - Firm rejection of 90p takeover bid.
Kentz (KENZ) - Positive AGM statement.
Ocado (OCDO) - Big price rise on Morrisons deal.
Huntsworth (HNT) - IMS says trading in line.
PuriCore (PURI) - Unimpressive IMS.
PV Crystalox Solar (PVCS) - To return 7.25p cash. IMS.
Capital Drilling (CAPD) - IMS.
Silanis International (SNS) - Announces de-Listing.

Thursday, May 16, 2013

Small Cap Report (16 May) - TNI, ZZZ, CAU, OPTS, WIL

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Covering:

Trinity Mirror (TNI) - IMS seems positive overall, but watch out re hacking.
Snoozebox (ZZZ) - bouncing off lows.
Centaur Media (CAU) - I've bought a few after profits warning.
Zytronic (ZYT) - also bouncing off lows.
Optos (OPTS) - poor interims.
Wilmington (WIL) - in line IMS.

Wednesday, May 15, 2013

Small Cap Report (15 May) - FCCN, QPP, CAU, LONR, ALU, SAG

Please click here for today's small cap report on Stockopedia.

Companies mentioned today are:

French Connection (FCCN) - IMS - trading stabilising & net cash up.
Quindell Portfolio (QPP) - Director buying reported, as previously flagged.
Centaur Media (CAU) - profits warning.
Lonrho (LONR) - agreed cash offer at 10.25p.
Northamber (NAR) - IMS.
Alumasc (ALU) - in line IMS.
Sagentia (SAG) - positive trading update.

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