4066 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…
4066 days ago
In February I published a detailed comment on housebuilder and FTSE 250 constituent Barratt Developments (BDEV), stating that a recent upbeat trading statement meant that then upcoming results should contain no nasty surprises but that for a cyclical company seemingly approaching the top of the cycle, the valuation was simply too high. Now, post the results, the following updates my view…
4068 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
4069 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 Invensys. Steve writes...
Invensys plc (ISYS) is a current FTSE 250 constituent and provider of market-leading software, systems and equipment that optimise operational performance for a broad range of industrial and commercial customers, rail operators and appliance manufacturers. It does so via three divisions – Operations Management, Rail and Controls. However, in November the company announced a proposed £1.742 billion disposal of its rail business to Siemens to create “a more focused industrial software, systems and control equipment group with a significant exposure to higher growth and higher margin segments and the resources to invest in them”. Following a further update from the company earlier this year, the following is my view…
4077 days ago
On March 5th the international recruitment agency will serve up its results for calendar 2012 and given that there was a detailed trading statement on January 15th – which flagged up that Q1 2013 would be challenging – it is hard to see there being any great horrors. However, at 425p, on a 2013 price earnings ratio of 26 (or more) there is not a lot of scope for disappointment. There is a bull case as well as a bear case and the debate is an interesting one.
The Q4 trading statement reported fees of £126.5 million which was marginally ahead of consensus. The UK market seems to have stabilised, Asia is trading strongly and Europe (this will not surprise you) not very strongly. On the back of that pre-tax profits should come in at around £65 million (down from £86 million in 2011) which equates to earnings of 14p (down from 18.2p). Net cash at the year end was basically unchanged on 2011 at £58 million.
4078 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…
4078 days ago
I spent two years working along Sam Bottell as he worked with minesite.com and oilbarrel.com and he is a good, honest and clever chap. Now that he is starting his career freelance writing as well as an organiser of the UKInvestor Show I have no hesitation in helping him along via this blog as a guest contributor. As such I bring to your attention a piece on FTSE 250 listed Petra Diamonds. Sam writes…
Shares in Petra Diamonds (PDL) have risen since the publication of results for the six months to December 31st on 25th February. Supporters point to upbeat comments about the future by CEO Johan Dippenaar and to the fact that fairly “ordinary “ numbers were well flagged in an end January trading statement. “Look to the future” we are told but at 118p the company is capitalised at £602 million and is the future that sparkling? .
4079 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…
4079 days ago
Today it was the turn of FTSE 250 listed Redrow (RDW) to report its numbers for the 6 months to 31st December 2012 and while some of the numbers look good, some do not and there is a solid case to be made for selling this stock notwithstanding the sharp increase in earnings just reported.
My starting premise is perhaps a little different to most sector followers in that I am bearish on UK house prices.
4079 days ago
FTSE 250 listed Domino’s Pizza (DOM) has announced its results for the 53 weeks to 30th December 2012 and there were no great surprises – what news there was seemed to be positive. As a core mid cap growth and income holding the company continues not to put a foot wrong and at 525p the shares remain undervalued.
4080 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…
4080 days ago
It has been an eventful month for FTSE 250 listed Britvic (BVIC) the producer of soft and fizzy drinks. On the upside the company served up a pretty decent trading statement on the 13th February. On the downside, a day later, its proposed takeover of AG Barr was derailed by a reference to the Competition Commission. Amid all the drama and excitement around St Valentine’s day there sits at the centre a solid growth story which is undervalued by the market. There is a decent capital gain to be enjoyed here for the patient investor with the added attraction of a 4.2% yield. This looks a safe enough share tip.
4083 days ago
January was a good month for FTSE 250 listed housebuilder Bovis (BVS) – an upbeat trading statement on the 18th was followed by news on the 30th that it had extended its £150 million debt facility for three more years. Not that it needs to borrow as it has net cash. However the shares have enjoyed a terrific run, from 400p last June to 674.5p, which values the firm at £897 million and the good news is more than discounted.
4083 days ago
I am calling from the ADVFN newspaper – I am going to write a piece there on your client What is ADVFN said the PR bird? Jesus wept. A FTSE 250 listed company is paying this bird’s firm £10,000 a month to handle its financial public relations and she has never heard of what is the UK’s largest financial website with 3 million views a month. I ended up having to spell ADVFN to her.
I will not name the company that employs this bint but truly it is pissing its money away. For £10,000 a month you expect a modicum of knowledge of the financial markets. I don’t expect the bird to read ADVFN but not to have heard of it? She is probably a looker and a very charming bird but still…
And now I am about to have lunch with a PR bird who is a looker but is certainly not thick.
