ENERGY and ALTERNATIVES

Paul Scott | 11 comments

Good morning.Afren (LON:AFR)Share price: 8.0p (down 55% today)No. shares: 1,108mMarket Cap: £88.6mI don't normally report on the resources sector, but there are lots of interesting things going on at the moment - as the plunging oil price is throwing up risks, but also opportunities. So…

Paul Scott | 9 comments
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Good morning! The oil price continues to plummet. I was discussing this over lunch with other investors yesterday, and the striking thing we noted is that…

Paul Scott | 19 comments
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Good morning, and welcome to the first SCVR of 2015. I hope you are suitably refreshed from the festive break, and raring to go!Unfortunately it doesn't…

Edison Investment Research
The pursuit of growth

Investment led growth appears set to supplement the core profitability provided by the existing long-term contracts in Albioma’s thermal generation business. Successful implementation of Albioma’s investment…

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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

Share buyback extension
Edison Investment Research

Almonty has announced its intention to renew its share buyback programme, totalling 1.43m shares, or 2.9% of the outstanding share capital. At the current share price, the company would spend c C$0.9m. While relatively small, the buyback is marginally accretive to the EPS and valuation.

Edison Investment Research
Salinbas Arianas other JV

Ariana has a joint venture with Eldorado Gold (51%) over the Salinbas-Ardala projects in NE Turkey. Focusing on Salinbas only due to its sizeable (1Mt for…

Edison Investment Research
Q414 and FY14 results preview

Edison has adjusted its Q414, FY14 and FY15 financial forecasts to reflect both the current price of gold and silver and the price prevailing during the…

Edison Investment Research
A year of two halves

In compliance with paragraph 3.4(b) of the listings requirements of the JSE, Pan African has announced that its EPS and headline EPS (HEPS) for H114 (denominated…

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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 | 28 comments

Good morning.The Greek election doesn't seem to be worrying markets unduly, with the FTSE100 down only 13 points at the time of writing. I suppose it will just mean more wrangling within the Eurozone, and eventually everything will muddle through somehow.I spotted this interesting chart…

Paul Scott | 19 comments
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Good morning! This morning's small caps space is dominated by news from three smaller recruitment companies.Filtronic (LON:FTC)Share price: 17pNo. shares: 106.9mMarket Cap: £18.2mProfit warning - not…

Ben Hobson
Weekend Reading 23 January

The decision by European central bankers to start quantitative easing was always a question of 'when' and 'how big', rather 'if'. But while it was no…

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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 Indigovision Share Price & Company Profile IND RCG Holdings Share Price & Company Profile RCG Phorm Share Price & Company Profile PHRM


RETAIL and CONSUMER

Edmund Shing | 1 comment

A few reasons for liking Finsbury Food (LON:FIF) within the Small-Cap space now:1. Strong Trading Statement from Monday, in spite of supposed pressures from supermarket clients:The Board is pleased to report that since the positive AGM trading update in November 2014, strong trading performance throughout…

Alex Naamani | 2 comments
Stockranks Upgrades amp Downgrades Do falling oil prices help airlines

Are falling oil prices good news or bad news for stocks in the transport sector? Profits can rise as fuel costs fall. Furthermore, lower transportation costs…

Paul Scott | 22 comments
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Good morning! Plenty of trading updates today, so I'll rattle through as many as possible before my head turns to mush, which usually happens by about…

VegPatch
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Gencor Industries (GENC US) $9.41This is a follow up to my initial piece on Net Nets (http://www.stockopedia.com/content/on-ben-grahams-...) where I mentioned Gencor (GENC US) and follows on…

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BANKS, FINANCIALS and INSURANCE

Core business replacing bond
Edison Investment Research

In 2014 management delivered what it promised. The strong profits historically earned on the Italian government bond portfolio have been fully replaced by core trade receivable and distressed loan growth. Credit quality has continued to improve. Looking forward the franchise growth delivered in 2014 bodes well for future growth. These trends were expected but we have modestly increased our 2015 pre-tax profit and EPS forecasts.

Paul Scott | 6 comments
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Good morning! A jolly time was had by all at the usual monthly Mello investor evening in Beckenham last night, organised by my friend David Stredder.…

Paul Scott | 3 comments
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Good morning!McBride (LON:MCB)Share price: 80.25pNo. shares: 182.2mMarket Cap: £146.2mTrading update - covering the six months to 31 Dec 2014 (note that the company's year end is…

Edison Investment Research
Firing on all cylinders

Secure Trust Bank (STB) has again delivered franchise growth ahead of our expectations, with strong growth in the historic core personal markets and a faster than…

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HEALTHCARE & PHARMACEUTICALS

Paul Scott | 5 comments

Good morning! Not much news today, as usual for a Friday. I'm going to write a brief report today, as I have to prepare to give a talk on the morning's announcements here at the Derby Conference Centre, at Mello 2014. It's going really well…

Ben Hobson
How to protect your portfolio with Low Volatility stocks

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…

Paul Scott | 2 comments
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Good morning! A shorter & earlier report than usual today, as I've been roped into doing a talk this afternoon, on the Stockopedia stand, at the…

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REAL ESTATE & CONSTRUCTION

Paul Scott | 13 comments

Good morning!The Pubcos really took a battering yesterday, as the news sank in of the potential ending of the tied pubs model. Analysts seem to think it will hurt profits considerably at pubcos, but that they will seek to increase rents to offset the lower…

Paul Scott | 24 comments
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Good morning! I trust everyone had a relaxing break over Christmas. Four days of the markets being closed is enough for me, so it's good to…

Alex Naamani
GuruScreens  upgrades and downgrades  December 16th MTVW BET

Mountview qualifies for Piotroski ScreenMountview Estates is a residential property trading company. It focuses on properties in London, so has been well positioned to capitalise on…

Paul Scott | 15 comments
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Good morning. 2014 year end trading reports continue to be published thick & fast. I'm conscious of the fact that the volume is too high for…

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INDUSTRIALS & UTILITIES

Paul Scott | 15 comments

Good morning! It's that time of day when I think to myself, right, better turn off Twitter and stop ticker-watching, and actually write something!Incidentally, I updated yesterday's report in the evening for the trading updates from; Majestic Wine (LON:MJW)Escher Group (LON:ESCH)Topps Tiles (LON:TPT)As well as…

Ben Hobson | 6 comments
2014 Guru Strategy Review Income and growth strategies lead in challenging year

Our 2013 review of the 60 GuruModel investing strategies tracked by Stockopedia picked up on some incredibly strong performances. Strategies that focus on small and mid-cap…

Paul Scott | 15 comments
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Good morning!McColl's Retail (LON:MCLS)Share price: 181pNo. shares: 104.7mMarket Cap: £189.5mTrading update - this convenience store group updates for the six weeks to 11 Jan 2015. It…

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