ENERGY and ALTERNATIVES

Do you need to be a psychopath to be a successful investor
Edward Croft | 22 comments

One of the key points from my presentation at the Stock Market Show on Saturday is that investing successfully requires buying things most others shy away from. In fact, taken to the extreme it requires investing completely contrary to the best of human nature. Most…

Paul Scott | 27 comments
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Good morning!Spaceandpeople (LON:SAL)Share price: 43.5pNo. shares: 19.5mMarket Cap: £8.5mThere are two announcements from this company today. It operates the kiosks in shopping malls & other spaces…

Ben Hobson
The USA has 50 of the worlds equities  are you missing out

“To avoid having all your eggs in the wrong basket at the wrong time, every investor should diversify. If you search worldwide, you will find more…

Edward Croft | 1 comment
Portfolio Blogathon starts today we welcome your input

Over the last couple of years we've had thousands of investors start to use the toolkit at Stockopedia and there's been a common thread to many…

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

Group reserves up 09Moz despite mining 03Moz
Edison Investment Research

In its reserve and resource update of 3 September, PAF announced a 4.5% (1.6Moz) decrease in group gold resources. Of more significance however, the decline in the premium measured and indicated categories was limited to 0.35Moz, despite being calculated at a lower gold price and PAF having mined ore containing an estimated 0.27Moz of gold in FY14. Reserves (calculated using a gold price of ZAR400,000/kg, or US$1,165/oz at current exchange rates) increased 9.8% (or 0.9Moz)…

Edison Investment Research
Shortterm pain for longterm gain

During H114 Caledonia has met with some challenging headwinds, with Blanket experiencing lower grade ore (partially offset by improved gold recoveries at the plant) and higher…

Edison Investment Research
A galvanising investment

Zinc has outperformed all other major metals, rising 23% since 2012. Teck derives 25% of revenue and 38% of its gross profits from zinc operations. Developments…

Edison Investment Research
Zimbabwe lowers metals tariffs

Mwana Africa (MWA) has released an AGM statement updating the market on its operating performance so far in Q215 (see below). In addition, the Zimbabwean finance…

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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 | 17 comments

Good morning!eg Solutions (LON:EGS)Share price: 82pNo. shares: 16.5mMarket Cap: £13.5mThis is a small software company which sells back office optimisation software to large companies (e.g. insurance & energy companies). They had a stand at the Stock Market Show last Saturday, so I dropped by and…

Paul Scott | 10 comments
Paul Scott Profile Image

Good morning! Busy day for me today, as I have to get this report written, and then meet management of Spaceandpeople (LON:SAL) for lunch, to discuss…

Edison Investment Research
Growth targets confirmed

Monitise reported FY14 results in line with its recent trading update and reiterated targets for FY15 and the longer term. The recently expanded IBM alliance provides…

Edison Investment Research
Plans a more aggressive mobile strategy

Single Touch Systems' (SITO’s) new CEO, Jerry Hug, plans to accelerate recent initiatives in mobile media by doubling the sales force and expanding the mobile marketing…

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Vodafone Share Price & Company Profile VOD Globo Share Price & Company Profile GBO Innovation Share Price & Company Profile TIG Avanti Communications Share Price & Company Profile AVN Software Radio Technology Share Price & Company Profile SRT 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

Paul Scott | 47 comments

Good morning! It's very quiet for results today, so I'll have a ramble about something else - the Scottish Independence vote. Putting aside the politics of it, which would not be appropriate for me to comment on here, it's the potential impact on the markets…

Paul Scott | 12 comments
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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.…

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 | 1 comment
5 Red flags that could have saved you from Tescos Dividend Cut

Many investors would have seen the writing on the wall when Tesco slashed its dividend by 75% to 1.16p the other week. The bad news has…

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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 Media Corp Share Price & Company Profile MDC J Sainsbury Share Price & Company Profile SBRY Solo Oil Share Price & Company Profile SOLO Falkland Islands Holdings Share Price & Company Profile FKL Taylor Wimpey Share Price & Company Profile TW.


BANKS, FINANCIALS and INSURANCE

Pricing strategy delivers record market share
Edison Investment Research

Share plc adopted a fixed-price account fee in the summer of 2013 and has been one of the lowest-cost execution-only internet stockbrokers. This market positioning has delivered a record market share of revenue in Q214 (8.15%, Q213 6.95%). With operational leverage, underlying pre-tax profits grew 28% on H113. However, interest income could be under pressure in 2015 with regulatory changes and we have reduced estimates to reflect this. A rising interest rate environment may mitigate…

Edison Investment Research
Funding accelerated growth

Secure Trust Bank’s H114 results confirmed the expected growth across all product lines. The company recently nearly doubled its capital base with a well-received equity placement.…

Paul Scott | 15 comments
Paul Scott Profile Image

Good morning!Portmeirion (LON:PMP)Share price: 815pNo. shares: 10.7mMkt Cap:   £87.2mInterim results for the six months to 30 Jun 2014 have been published today  by this crockery maker.Portmeirion …

Edison Investment Research
Better performance in Q2

Is Yatirim (ISY) reported H114 consolidated net profit almost 500% higher than in Q1, with revenues and profits benefiting from good bond trading profits and receipt…

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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

Awaiting Onxeo
Edison Investment Research

The imminent BioAlliance/Topotarget merger to create Onxeo to focus on orphan oncology brings together three late-stage assets: Validive and Livatag from BioAlliance and Beleodaq from Topotarget. The strategy is to commercialise these alone in Europe, leveraging the commercial base, with first launches from 2017e. Near-term catalysts include Beleodaq US launch in coming months, Livatag further safety assessments (November) and Validive Phase II data (Q414). Our standalone BioAlliance valuation is increased to €187m. Our initial estimates…

Paul Scott | 23 comments
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Good morning!PuriCore (LON:PURI)Share price: 35.5pNo. shares: 50.14mMarket Cap: £17.8mInterim results to 30 Jun 2014 have been published this morning. The company makes disinfection products for a…

Paul Scott | 24 comments
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Good morning! I'm back in the UK now, so am using my normal desktop - so will be able to include graphics again. Hopefully normal service…

Paul Scott | 12 comments
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Good morning!Tangent Communications (LON:TNG)Share price: 7.5pNo. shares: 277.1mMarket Cap: £20.8mFrom what I can make out, this is basically a company that prints marketing material, through its …

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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 Advanced Medical Solutions Share Price & Company Profile AMS


REAL ESTATE & CONSTRUCTION

GuruScreens  upgrades amp downgrades  August 26th
Alex Naamani | 4 comments

“Coming out of a recession and into a vigorous economy, the cyclicals flourish” - Ex-Fidelity fund manager, Peter Lynch. The UK's economic outlook has been improving over the last few years, bringing good news for cyclical industries like automobiles and housebuilders. This is because cyclical…

Alex Naamani | 4 comments
StockRanks  upgrades and downgrades  July 22nd

Over the last year, financials have appreciated by around 10% while the FTSE 100 has remained relatively flat. This is partly because demand for credit becomes…

Alex Naamani | 2 comments
StockRanks  upgrades and downgrades  August 5th

It has been a difficult week for the markets. The FTSE 100 has fallen by 1.7% as geopolitical tensions intensify in Eastern Europe and the Middle…

Edison Investment Research
Seeking to build

A pre-IPO merger is contributing to improved performance of all three of Epwin’s divisions with further integration benefits expected in FY14. These enhanced market positions provide…

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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 British Land Share Price & Company Profile BLND Carillion Share Price & Company Profile CLLN Quintain Estates And Development Share Price & Company Profile QED Inland Homes Share Price & Company Profile INL


INDUSTRIALS & UTILITIES

Paul Scott | 21 comments

Good morning!Xaar (LON:XAR)Share price: 440pNo. shares: 76.4mMarket Cap: £336mI dropped SCVR coverage of this innovative industrial printhead manufacturer last year, as the shares shot up, taking its market value into mid cap territory. However, after a series of profit warnings (another one today) it's coming…

Alex Naamani
StockRanks  upgrades and downgrades  August 19th

The FTSE 100 has appreciated by 2.6% over the last week, partly on hopes of easing geopolitical tensions. One FTSE company that has not joined the…

Paul Scott | 10 comments
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Good morning!Seeing Machines (LON:SEE)Share price: 6pNo. shares: 822.2mMarket Cap: £49.3mThis company is Australian, Listed on AIM, that is a world leader in equipment which detects driver…

Paul Scott | 35 comments
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Good morning!EDIT: Apologies, I had technical problems with today's article, and some of it vanished, so I've recreated the lost bits as best I can remember!Vislink…

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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