Occupation: Consultant, Private Investor, Other
Interests: Commodities, Emerging Markets, Funds, Gold, Oil, Stocks
Location: London
Twitter: StrollingMolby
About Me:
I'm a private investor working within the fund management industry looking for opportunities across all sectors and with any duration with the ambition of growing my ISA, SIPP and other non-sheltered investments. I tend towards small caps as I find markets are less efficient the less coverage a stock receives - and small caps don't receive as much institutional and analyst coverage. I find the exchange of views on Stockopedia with other investors a great way of assessing the intellectual rigour (or otherwise!) of my stock-specific ideas and future investment themes to play.
Whilst I complete my review of 2012 portfolio results, I wanted to post a placeholder for some ideas I will post upon in greater detail in the coming weeks.In a similar vein to the '12 for 2012' portfolio experiment I ran through 2012, I've chosen the following 12 stocks to track throughout the year (amongst others): 31-Dec 31-Jan 28-Feb 31-Mar % change Avingtrans (LON:AVG) 1,000…
RESULTS Portfolio value (start £12k) v FTSE SmallCap (start 2,749) Date 01-Jan 31-Dec % change Dividends Yield Brady (LON:BRY) 1,000 1,309 30.9% 19.74 1.97% £C21 1,000 1,172 17.2% 241.38 24.14% Coastal Energy Co (LON:CEO) 1,000 1,244 24.4% - - Cove Energy (LON:COV) 1,000 2,065 106.5% - - dotDigital (LON:DOTD) 1,000 1,735 73.5% - - First Derivatives (LON:FDP) 1,000 1,069 6.9% 16.80 1.68% Lo-Q (LON:LOQ) 1,000…
Judging by some earlier threads on the site there would appear to be a great interest in finding AIM-listed companies to put into UK residents' Individual Savings Accounts.http://www.stockopedia.co.uk/content/dual-listed-stocks-on-aim-34125/?comment=17#17 http://www.stockopedia.co.uk/content/whats-your-isa-aim-share-favourite-for-2011-52430/?comment=24#24 As we know only too well it is only those stocks currently with a dual-listing overseas that are eligible for inclusion in ISAs, legislation which therefore restricts investor choice as well as blocking a source of…
Almost a year on from floating Vallar (LON:VAA), Nat Rothschild is teaming up with Tony Hayward of BP fame to raise £1bn in a new oil and gas asset acquisition vehicle, imaginatively called Vallares. This morning's announcement indicates that Vallares will adopt the same proven model used by Vallar last year when it raised £707m then acquired interests in Indonesian coal producers, Bumi plc and…
Avanti Communications Group Plc (LON:AVN) is a satellite broadband service company that sells bandwidth capacity to telecoms companies who sell services to residential, commercial and government users. Residential services will include broadband, VOIP and TV, whilst commercial opportunities exist for business continuity products. Government uses include military applications and train stock tracking. http://www.avantiplc.com/ Rural TV users are likely to require a satellite service in the…
I've not followed STOB for a year or more, but what on earth is the company doing branching out into criminal legal aid contracts (through Stobart Barristers), whereby defendents on legal aid will not be able to choose their own solicitor?(and why is a division of a haulage firm even able to bid for the tender?)As I say, I've not paid too much attention (STOB…
So to the end of the first quarter of 2013, and the results so far... The MolbyDozen shows a return of 7.0%, but has been outshone by each of the comparator indices - the FTSE Smallcap is up 11.3% for the year, FTSE 100 +8.3% and the FTSE AIM All-share +3.0%. Not much to shout about within the portfolio which only advanced to a 7.0%…
I attended ShareSoc's inaugural Technology Company Seminar last night, and was mightily impressed by the presentation given by dotDigital (LON:DOTD) CEO Peter Simmonds. His depth of knowledge of the market place, vision for the company and the KPIs the firm uses to measure its progress demonstrate the firm is strong managed.Significant growth is expected from the SaaS products (dotMailer & dotSurvey), which if comes through…
Andy, the LOQ announcement was issued as an RNS-Non (so presumably not material...) but distributed by Investegate in the normal way this AMhttp://www.investegate.co.uk/lo-q-plc--loq-/rns/contract-win/201303200700293959A/
Asagi,One of your Ten above, Nichols (LON:NICL), goes from strength to strength. Results announced today show the following for the Vimto-producer... Highlights: · Group sales up 9% to £107.8m (2011: £98.9m) · Profit before tax up 13% to £20.5m (2011: £18.1m) · Earnings per share up 14% to 41.4p (2011: 36.3p) · Proposed final dividend of 11.7p, total dividend for the year up 13% to…
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