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

Glasshalfull — Sat, 18 May 2013 17:30:57 +0100

Glasshalfull posted:
Sprue Aegis (SPRP) PhilH, Firstly, I've updated the thread header over on ADVFN to reflect the Jarden/BRK bid and Sprue Defence Document:-http://uk.advfn.com/cmn/fbb/thread.php3?id=24324751 You will have noted from the Defence document that Sprue Aegis have received letters of intent rejecting the bid from shareholders with 52% of the equity amp; have intimated that they will peruse a move to AIM in the next 12 months. They have also offered to place Jarden/BRK's 27.7% shareholding with investors as part of their move to AIM,If BRK believes 90p represents “full and fair value”...

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

PhilH — Fri, 17 May 2013 18:12:38 +0100

PhilH posted:
Hi Paul, Do you have a view as to how things might play out at Sprue Ageis? I guess they could increase their offer, walk away or another party could get involved. I guess I was hoping for a lot more than 90p when I got in though. Cheers Phil

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

Chris12nz — Fri, 17 May 2013 13:05:30 +0100

Chris12nz posted:
Re kentz, I took one look at it and then discounted it. Why? Not because of fundamentals, but because it is an engineering company. By definition, engineering companies have projects. They need to keep winning new projects to make profits. Thus, they have no recurring earnings. I'm sure i read a blog from you less than a week ago saying that you must focus on companies with recurring earnings. Any company exposed to the resource sector is now worth avoiding. Australia is worth avoiding. Anyway, good luck with kentz.

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

deucetoace — Fri, 17 May 2013 12:37:44 +0100

deucetoace posted:
I find the voting in the Kentz AGM interesting. A significant vote against the Chair of the remuneration Committee and some non-trivial votes against a couple of other directors. Also two resolutions withdrawn both relating to director bonus remuneration. Might this have something to do with the low rating here? (I hold some Kentz)

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

Paul Scott — Fri, 17 May 2013 11:43:01 +0100

Paul Scott posted:
Hi chaps, I've commented on the companies you mention now. I update the report throughout the morning, as I work through the various announcements, so it gradually grows amp; is typically updated 5 or 6 times throughout the morning. When it's finished, I Tweet the link. Cheers, Paul.

Note on Coms by knower

knower — Fri, 17 May 2013 09:54:49 +0100

knower -:
Price Above 3p AUG

Note on Coms by knower

knower — Fri, 17 May 2013 09:51:32 +0100

knower -:
Re evaluate in AUG after Contract Win

Opportunities remain

Edison Investment Research — Fri, 17 May 2013 09:19:30 +0100

Edison Investment Research published:
Operational gearing effects are increasingly evident at Blinkx, with FY13 operating margins expanding to 8% (2011: 1%) and strong cash conversion. With significant unexploited inventory and a growing online video audience, the growth story remains compelling. We consider its premium rating to peers as justified.

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

Paul Scott — Fri, 17 May 2013 13:23:48 +0100

Paul Scott published:
Pre 8 a.m. comments Good morning! Hardly any results today, but lots of IMSs again. A former favourite of mine, which seems to have badly lost its way in recent months is Snoozebox Holdings (LON:ZZZ). I held back on buying the dip, after the recent profits warning, because it seemed to me the company's fundamental business model was seriously under question. So I'm not at all surprised to read their update this morning indicating that the company requires additional capital. I never buy into companies which look like they might need...

5 stocks beating earnings expectations

Ben Hobson — Wed, 15 May 2013 16:13:55 +0100

Ben Hobson published:
Beating earnings expectations tends to be a sure fire way for companies to hit the financial headlines and get a warm reception from shareholders on results day. For momentum investors with an eye for a surprise, keeping track of these City stars has long been acknowledged as a profitable strategy. Not only that, but a review of London listed stocks that have sprung positive surprises over the past year shows that a number of them also come with potentially attractive valuations. Why earnings surprises matter The investment case for earnings surprises isn’t...