Highlights:

Dialight (LON:DIA) has manged to close again above 400. I can see nothing to worry about with this smallcap at the cutting edge of LED technology.

Carclo (LON:CAR) edges up and I am quite sure the market doesn't really appreciate that it is also at the cutting edge of LED technology. A change of name would do it. Note to self: write to the MD suggesting such.

Avanti Communications Group Plc (LON:AVN) goes from strength to strength. We now have a launch date and there is a seemingly endless stream of announcments. I will add again on any weakness.

Senior (LON:SNR) has recovered composure after inexplicably falling to below 110. I would have topped up but for the fact I was on holiday.

Davis Service Group (LON:DVSG) was bought for income. New managment is working to make a very boring service company a little less boring and I have added both because of Director buying and in the hope of recovery.

Alterian (LON:ALN) blotted their copy book earlier in the year by overpromising, underdelivering and with very badly timed Director sales. Nevertheless, they remain at the cutting edge of their business and despite the weakness seen in the price today they remain a firm hold for now.

Alliance Pharma (LON:APH) reported excellent H1 results and remain overweight in my portfolio. I note the high debt but £1.3m repayments vs £7.3m cashflow is not demanding.

Medusa Mining (LON:MML) is playing catchup. I cannot think why it fell from £3 and am hopeful it will return there.

Vatukoula Gold Mines (LON:VGM) is regaining some composure after inexplicable falls. I am targetting 2.6p short term but unless we get some bad news and as long as gold price stays high (VGM is a high cost producer so is highly leveraged to gold price) then I cannot see how 3p can be avoided some time in the near future.






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