ENERGY and ALTERNATIVES

Paul Scott | 9 comments

Good morning!     API (LON:API) There is a mild profits warning from API today. The key sentence says;   In line with the Board's guidance when interim results were announced in December 2013, the Group experienced a strong overall trading performance in the second half.  However, the…

ShareSoc
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A joint ShareSoc-Hardman Company Seminar is taking place in Leeds on the 20th May at Malmaison Hotel. Getech (LON:GTC) , Ideagen (LON:IDEA) and Avacta (LON:AVCT) will…

Mark Carter
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Schroder’s “The Value Perspective” wrote an interesting article in Jan 2014 entitled “Recovery position – Companies that have fallen heavily in value can go on to…

Edison Investment Research
Supporting the value shift

2013 has been a year of significant evolution for Augean, with new CEO Stewart Davies having undertaken a full strategic review, the disposal of the underperforming…

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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

95 refurbished
Edison Investment Research

Today's operational update by Arian confirms that the plan to acquire, refurbish and relocate the El Bote mill from Zacatecas to San Jose to provide integrated owner-operator milling capacity remains on track. Refurbishment is reported to be 95% complete and transportation underway to a pre-prepared site with electrical supply, with commissioning expected before the end of the year. As such, the stage is set for mine and mill to ramp up to 1,200tpd by March…

Edison Investment Research
Solid production and freedom to grow

Caledonia's full year 2013 results show its Blanket gold mine exceeded its 44,000oz target by 3.5%, producing 45,527oz at all-in sustaining cash costs of US$978/oz. As…

Edison Investment Research
SDEIS completed and released

PolyMet Mining achieved a key milestone in its NorthMet environmental permitting initiative when the EPA issued an EC-2 rating on its environmental impact statement (SDEIS) on…

Edison Investment Research
Proposed Las Bambas acquisition

As part of a JV with CITIC and Guoxin, MMG has entered into an agreement to acquire Las Bambas from GlencoreXstrata for US$5.9bn. Given the scale…

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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

Laying a foundation in Hadoop
Edison Investment Research

WANdisco’s full year results reflected robust growth from its established ALM business, driven by larger longer-term deals, with significant investment in the highly promising, but essentially pre-revenue big data operations. Credentials in big data continue to strengthen with the recent addition of two new enterprise customers. In 2014 we look for further enterprise deals across a range of use cases as the key measure of WANdisco’s potential to grow into and exceed its current valuation.

Edison Investment Research
Outlook remains healthy

FY13 was a buoyant year for GFT Group, as it benefited from strong demand in its solutions business, GFT. The solutions business grew 46% organically in…

Edison Investment Research
Focused B2B group with cyclical upside

Aspermont owns leading global publishing and events brands across a number of sectors, notably mining, yet is valued at just 0.5x revenues. The cyclical downturn in…

Edison Investment Research
Powering growth through exports

United Power Technology is pursuing a strategy intended to set it apart from Chinese contractors manufacturing commodity-type generators. This is based on penetration of export markets,…

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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 RCG Holdings Share Price & Company Profile RCG Vislink Share Price & Company Profile VLK Berkeley Mineral Resources Share Price & Company Profile BMR Phorm Share Price & Company Profile PHRM


RETAIL and CONSUMER

Paul Scott | 7 comments

Good morning!  The market opened down heavily first thing today, but has since bounced back. I suppose the escalating situation in the Ukraine must be worrying everyone, but I cannot see why that should make me adjust my investment portfolio. So I'm not.       French Connection…

Paul Scott | 16 comments
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Good morning!     Victoria (LON:VCP) I'm kicking myself for not buying any of these shares. Looking back at my previous notes here, on 31 Jul 2013 I…

Paul Scott | 13 comments
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Good morning!     Mothercare (LON:MTC) As you can see from the chart below, Mothercare has had an awful year so far in 2014, with the shares really…

Mark Carter
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An article by Richard Beddard on MCB (McBride) (http://is.gd/SNm56o) prompted me to share my thoughts on Finsbury Food (LON:FIF) and WM Morrison Supermarkets (LON:MRW) . It…

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BANKS, FINANCIALS and INSURANCE

Largecap equities focused on dividend growth
Edison Investment Research

Securities Trust of Scotland (STS) is an investment trust that invests primarily in large-cap global equities targeting both income and capital growth. Stocks are selected using a bottom-up, research-driven investment process and the manager is focused on finding companies that can grow dividends and earnings. Higher yielding global equities (measured by the MSCI World High Dividend Yield Index) have not risen as quickly as the broader market for two years, presenting a potential opportunity.

Edison Investment Research
Growth with good credit

The family business is firing on all cylinders. S&U has produced results above forecasts (pre-tax £17.3m against our £16.6m), driven by revenue being £0.8m better than…

Edison Investment Research
Christmas is coming

Park Group has issued a trading update on trading for the year to 31 March 2014. Full results are due to be published on 10 June.…

Edison Investment Research
Galloping ahead in positive markets

In 2013 Cenkos delivered on all its key business model objectives. A growing corporate client list and improving markets saw a 19% growth in revenue, which…

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HEALTHCARE & PHARMACEUTICALS

FY13 results confirm that progress continues
Edison Investment Research

The investment case still centres on the opportunities for China Healthcare as it taps into the growing domestic demand for healthcare. Yet the MediPharma R&D unit is approaching a pivotal point where continued progress should see material uplifts in valuation. The next 12-18 months could be the defining period as Hutchison China MediTech transitions from being a promising prospect to a fully-fledged pharmaceutical business.

Edison Investment Research
Unshackled from its bonds

Skyepharma has reported a strong set of 2013 results, but the big news is the £112m (£104m net) fund-raise to repay the bonds back early. The…

Paul Scott | 27 comments
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Good morning. Quite a busy morning with several profit warnings, so here goes.     Cupid (LON:CUP) I won't beat about the bush, I don't like this company…

Edison Investment Research
ETS2101 maintaining momentum

e-Therapeutics is maintaining momentum in its development programme for lead anti-cancer drug ETS2101 (dexanabinol). Interim data from the Phase Ia UK solid tumours trial have confirmed…

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REAL ESTATE & CONSTRUCTION

Moving onto a growth footing
Edison Investment Research

Acquisitions supported good progress from Tyman in FY13 and existing operations also gathered momentum during the year. Both should contribute to further earnings gains in FY14 and beyond. We have revised our estimates to reflect better underlying profitability with lower interest and tax expectations than previously and we now expect a three-year EPS CAGR of 12.5%. Tyman is firmly on a growth rating and we believe that the positive gearing effects of rising volumes and…

Paul Scott | 3 comments
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Good morning! I'm running late this morning, apologies for any inconvenience.     Pittards (LON:PTD) Pittards is a leather goods manufacturer, based in the UK and Ethiopia. They…

Paul Scott | 4 comments
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Good morning! I've been reading for the last couple of hours, but haven't got round to writing anything as yet, so more caffeine is needed I…

Paul Scott | 19 comments
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Good morning!     Zytronic (ZYT) This is a British maker of bespoke touch screens for large electronic devices (think vending machines, gaming machines, ATMs, etc). The company…

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INDUSTRIALS & UTILITIES

Paul Scott | 12 comments

Good morning!     Synety (LON:SNTY) I attended an excellent meeting yesterday with the Chairman of Synety. As regulars here will know, this is my favourite bull market growth stock. Even the most disciplined of value investors should allow themselves a little excitement, and in my view…

Edison Investment Research
One small step for man one giant leap for GDG

A landmark deal with CUCBM/CNOOC across five of the company's PSCs will alleviate investor concerns and bring new life to the GDG story. The deal dispels…

Paul Scott | 13 comments
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Good morning! Just a reminder that tonight is the inaugural ShareSoc Brighton investor evening, hosted by myself and Simon Cooper. We have about 50 guests booked…

Edison Investment Research
Managing market challenges

In the face of difficult markets, Shanks continues to manage its business actively, reducing costs, exiting underperforming assets, conserving cash and investing in core growth areas.…

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