ENERGY and ALTERNATIVES

Longterm investors Time to Fill up the Tank with Energy Exposure
Edmund Shing

Yes I know, the Oil & Gas sector has been a horrible place to be, really since mid-year. Trust me, my portfolios have suffered thanks to a sizable exposure to this sector.But I believe that there are good reasons for expecting the oil price to…

Ben Hobson | 7 comments
Correlate this  when is buying more stocks not enough

In the mid-1990s a pharmacist from west London called Jayesh Manek won the Sunday Times Fantasy Fund Manager competition two years running. So when he started…

Elias Jones | 5 comments
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Union Jack Oil (LON:UJO) is an AIM listed oil and gas exploration company with a focus on drilling and development of UK onshore opportunities alongside JV…

Elias Jones
Elias Jones Profile Image

Savannah Resources (LON:SAV) is an AIM listed exploration and development company focussed on the Jangamo Heavy Mineral Sands Project in Mozambique, and two copper blocks in…

Popular Companies

SOCO International Share Price & Company Profile SIA BP Share Price & Company Profile BP. Aminex Share Price & Company Profile AEX EnCore Oil Share Price & Company Profile EO. Rockhopper Exploration Share Price & Company Profile RKH Dana Petroleum Share Price & Company Profile DNX Xcite Energy Share Price & Company Profile XEL Desire Petroleum Share Price & Company Profile DES Tullow Oil Share Price & Company Profile TLW


RESOURCES and MINING

Termination of coverage
Edison Investment Research

Edison Investment Research is terminating coverage on Condor Gold (CNR). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Edison Investment Research
Revised valuation Las Bambas update

We increase our 2014/15 earnings estimates for MMG on the back of the strong H114 results and updated commodity price assumptions. As a result, our core…

Edison Investment Research
Buy now pay later

Duluth’s PFS highlights the Twin Metals Minnesota (TMM) project as an economically viable Tier 1 asset at reasonable long-term commodity price forecasts. With Antofagasta recently deciding…

Edison Investment Research
Royal Gold US175m gold streaming agreement

Euromax has entered into a US$175m gold streaming agreement with Royal Gold, Inc. This agreement provides US$15m towards Phase 1 and US$160m towards Phase 2 of…

Popular Companies

Cove Energy Share Price & Company Profile COV BHP Billiton Share Price & Company Profile BLT Red Rock Resources Share Price & Company Profile RRR Arian Silver Share Price & Company Profile AGQ Bahamas Petroleum Share Price & Company Profile BPC Medusa Mining Share Price & Company Profile MML Sirius Minerals Share Price & Company Profile SXX Centamin Share Price & Company Profile CEY Rio Tinto Share Price & Company Profile RIO


MEDIA and TECHNOLOGY

Paul Scott | 10 comments

Good morning! Another quiet morning for results.Northamber (LON:NAR)Share price: 33pNo. shares: 28.2mMarket Cap: £9.3mThis is an IT distributor. I'm beginning to wish that I hadn't started the day with this company, as trying to decipher the Chairman's report has already given me a headache. It's…

Paul Scott | 7 comments
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Good morning!Earthport (LON:EPO)Share price: 44.5pNo. shares: 475.7mMarket Cap: £211.7mThis company has a staggeringly bad track record. It has raised money from shareholders more times than anyone…

Alex Naamani
GuruScreens  upgrades and downgrades  October 21st

The FTSE is still struggling against the backdrop of uncertainty in the Eurozone. Indeed, the FTSE 100 closed at 6195 last Thursday - its lowest point…

Edison Investment Research
Cube route to data

YouGov is focused on growing its Data Products and Services, which generated half of operating profits in FY14, recently reported. Brand Index and Omnibus lead the…

Popular Companies

Vodafone Share Price & Company Profile VOD Globo Share Price & Company Profile GBO Innovation Share Price & Company Profile TIG Software Radio Technology Share Price & Company Profile SRT Avanti Communications Share Price & Company Profile AVN Vislink Share Price & Company Profile VLK RCG Holdings Share Price & Company Profile RCG Phorm Share Price & Company Profile PHRM Indigovision Share Price & Company Profile IND


RETAIL and CONSUMER

How to protect your portfolio with Low Volatility stocks
Ben Hobson

Stock market investors have been dealt some heavy blows over the past three months. Even the FTSE 350 index of large and mid-cap shares fell by 10% during four stomach-churning weeks in September and October. But while there were certainly some hefty individual price corrections,…

Paul Scott | 18 comments
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Good morning! I'm sitting here scratching my head, trying to work out what on earth is going on with the markets! Everyone (including myself) seemed to…

Paul Scott | 9 comments
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Good morning! I attended ShareSoc's seminar on improving shareholder rights last night, and must say what a fantastic event it was - ShareSoc is really pulling…

Popular Companies

Tesco Share Price & Company Profile TSCO British American Tobacco Share Price & Company Profile BATS accesso Technology Share Price & Company Profile ACSO Norcros Share Price & Company Profile NXR J Sainsbury Share Price & Company Profile SBRY Media Corp Share Price & Company Profile MDC Solo Oil Share Price & Company Profile SOLO Falkland Islands Holdings Share Price & Company Profile FKL ASOS Share Price & Company Profile ASC


BANKS, FINANCIALS and INSURANCE

Bond profits more than replaced by core business
Edison Investment Research

Banca IFIS (IFIS) reported Q314 net profit of €24.1m, up 5% on Q313. Growth in the core business and the distressed loan business profits have more than replaced lower bond earnings as maturing bonds have not been reinvested. Credit quality continues to improve despite an indifferent macroeconomic outturn. Core Tier 1 is nearly 15% (20% including unrecognised gains) and retail deposits exceed lending by over €1.bn. The bond portfolio is now 13x the equity base,…

Alex Naamani
StockRanks  upgrades and downgrades  October 14th MOSB MTC IGG CAY

This column usually analyses stocks on a company by company basis, but we will take a different approach this week and compare companies within particular sectors.…

Edison Investment Research
Delivering growth as promised

ABG’s trading statement was positive for both businesses. We note the retail bank has delivered an 87% increase in gross lending (Q314 on Q313) with growth…

Edison Investment Research
Share gains but hard markets

Share plc continues to make revenue market share gains with its fixed-price administration fee proving attractive relative to most market participants’ ad valorem models. Q314 saw…

Popular Companies

Lloyds Banking Share Price & Company Profile LLOY Aviva Share Price & Company Profile AV. Royal Bank of Scotland Share Price & Company Profile RBS Barclays Share Price & Company Profile BARC Polo Resources Share Price & Company Profile POL HSBC Holdings Share Price & Company Profile HSBA Conygar Investment Co Share Price & Company Profile CIC Man Share Price & Company Profile EMG Albemarle & Bond Holdings Share Price & Company Profile ABM


HEALTHCARE & PHARMACEUTICALS

Paul Scott | 15 comments

Good morning! The sell-off continued into the close on Fri evening in the USA, and overnight the FTSE100 futures were down c.100 points, so I was braced for a continuation of the selling this morning. Although so far it hasn't been that bad at all,…

Paul Scott | 7 comments
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Good morning!Today's the day when Scots vote on independence. It will certainly be good to get this uncertainty out of the way. It's scary that the…

Alex Naamani
Are we investing in overseas markets in the right way

The case for overseas investing is clear. Many UK stocks are heavily exposed to British economic and political factors. It follows that a stock portfolio which…

Popular Companies

GlaxoSmithKline Share Price & Company Profile GSK AstraZeneca Share Price & Company Profile AZN PuriCore Share Price & Company Profile PURI Immunodiagnostic Systems Holdings Share Price & Company Profile IDH Deltex Medical Share Price & Company Profile DEMG Sareum Holdings Share Price & Company Profile SAR Tristel Share Price & Company Profile TSTL Angel Biotechnology Holdings PLC Share Price & Company Profile ABH Anpario Share Price & Company Profile ANP


REAL ESTATE & CONSTRUCTION

Paul Scott | 12 comments

Good morning. It's eerily quiet for announcements today, but there are a couple of interesting things that have caught my eye.Laura Ashley Holdings (LON:ALY)Share price: 27.25pNo. shares: 727.8mMarket Cap: £200.1mInterim results - for the 26 weeks to 26 Jul 2014 have been published this morning.…

Paul Scott | 26 comments
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Good morning! For anyone interested, I interviewed renowned small caps investor David Stredder last night, and webcasted it. Click here to listen. If people like the…

Paul Scott | 13 comments
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Good morning! It's ugly out there in small caps right now - many investors feeling a lot of pain, one friend described the market as "pretty…

Paul Scott | 14 comments
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Good morning! I'll rattle through today's report asap, as I have to prepare a 10 minute talk about shareholder rights at a ShareSoc seminar later today.…

Popular Companies

Kentz Share Price & Company Profile KENZ Balfour Beatty Share Price & Company Profile BBY Silverdell Share Price & Company Profile SID Newriver Retail Share Price & Company Profile NRR Michelmersh Brick Holdings Share Price & Company Profile MBH Inland Homes Share Price & Company Profile INL British Land Share Price & Company Profile BLND Carillion Share Price & Company Profile CLLN Quintain Estates And Development Share Price & Company Profile QED


INDUSTRIALS & UTILITIES

It is all about free cash flow
Edison Investment Research

Genesis Energy’s (GNE) FY14 results were ahead of the March 2014 prospective financial information (PFI) in terms of earnings, dividend and cash flow, but undershot in terms of revenue and customer numbers. The outlook for the sector is ‘benign’ with little revenue growth forecast and earnings growth expected to come primarily from lowering operating costs over the next few years. GNE and the sector will generate considerable free cash flow between now and FY18, which…

Paul Scott | 16 comments
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Good morning! I've been so busy reading & digesting results & trading statements this morning that I've not got round to writing anything yet! Plus I…

Paul Scott | 25 comments
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Good morning! The futures have rebounded quite strongly overnight, so the mood of despair, even slight panic that seemed to be setting in yesterday should abate…

Paul Scott | 49 comments
Paul Scott Profile Image

Good morning. Or rather bad morning for me, as I've been hit by a nasty profit warning - an occupational hazard for small caps investors I'm…

Popular Companies

National Grid Share Price & Company Profile NG. Severn Trent Share Price & Company Profile SVT Aero Inventory Share Price & Company Profile BAE Systems Share Price & Company Profile BA. Vianet Share Price & Company Profile VNET Parkmead Share Price & Company Profile PMG Centrica Share Price & Company Profile CNA SSE Share Price & Company Profile SSE Volex Share Price & Company Profile VLX