Daily Stock Market Report (Thur 8 May 2025) - VANL, MTC, POLX, ZOO, EMR, NXT, MONY, LORD, FLTR, KMK, FRP, MTRO

I appreciate your sentiments grumpy5 but it’s all words isn’t it? Their weapons of offence (not defence) are probably being used in the Middle East, Ukraine and the Sudan. Plus we’re potentially on the cusp of a huge death spree on the sub continent….it appears to me that nobody has learnt anything from either World Wars 

I am currently invested in 6 companies, Goodwin (LON:GDWN) , Games Workshop (LON:GAW) , Spectra Systems (LON:SPSY) , MS International (LON:MSI) , Anpario (LON:ANP) and Wise (LON:WISE) in declining position size order, three of which have Mkt Cap less than £200m and a fourth of which had a market cap less than £200m when I first bought it; Wise (LON:WISE) and Games Workshop (LON:GAW) being the other two.Whilst I am happy to hold all six, I suspect the four with the lowest capitalisations have the most scope to do well from here

TBH, I don’t see any benefit to imposing a completely arbitrary MKT Cap limit on writers here. IMHO they should be able to write about those companies they find of most interest.

Which would benefit Intercede (LON:IGP) I suspect.  They provide probably the most secure lifecycle management of credentials.

Hi dscollard,  the chart you put on wouldn't open for me, it timed out.  Right-clicking for a new tab  didn't work either.  Any ideas?

Synectics (LON:SNX) l hold, they had a big fall after the good results, not long ago, l put it down to the market we are in. I see falls as buying opportunities. In this market it pays to top slice also. 

it's also on my X feed see here - might be a glitch with Stocko as works for me  in both ways.. I post these kind of charts on a daily basis on X tho rarely trouble this discussion as many investors may see it as noise 

Interesting,  undervalued assets, restoring dividends  is positive, solid balance sheet. Been a shareholder in past, time to invest again

I for one want the small company analysis, highlighting the good and the bad.  Big caps have lots of coverage, maybe exposing over leveraged big caps would be of interest, which tends to ignored in many analysis of big caps I read.

Definitely bad if my total loss in Patisserie is anything to go by!  Still no sign of anyone being sent to gaol for that fraud.  The directors who profited hugely from exercising share options will be quite happily spending their ill gotten gains while they wait for any unlikely conviction!

I fixed that Monty Carlo, thanks. G

Hi Dulpesh, thanks for taking the time to let us know your thoughts! As things stand we aren't planning to make any changes - there will be a mix that depends on the particular news flow that day, the interests of the writers, and demand from the readers. If enough readers request analysis of particular large companies on a particular day, and if those stocks are showing up on the "most viewed" list, then we are more likely to cover them. We aren't trying to stick to "only small caps" or "only big caps" - it's whatever is most interesting, and wherever we think we might be able to add some insights. Cheers.

It looks like Octopus Capital has been/is buying.

Some of the best opportunities in the market are sub £200m market cap and certainly this is where I have made my most money over the years - yes there is a lot of dross and you need to be very selective, but you can also uncover things that aren't widely analysed and hence mispriced. If applying a cap, perhaps sub £20-30m as liquidity starts to be an issue at these sizes - I generally avoid things below £50m. 

I like occasional coverage of larger caps too, but realistically not sure how much the team can add to names that are aleady covered by hundreds of analysts - very difficult to find mispriced shares in the large cap space. 

President Trump says “you better go out and buy stocks now

I find the macro start very informative, your guys perspective on the prior days macro news and how this may affect sectors over the week.  Interest rate drop today, supposed US trade deal - winners and losers.  

India / Pakistan heating up - I see a fight between the jets and drones on first thoughts. 

So India may need to upgrades to older generation jets from the Europeans Saab, Dassault etc or rotate to Chinese knock-off's).  India will need to chose a side - US/China/Europe - what did Orwell call them? - Oceania, Eurasia and Australisia I think - well got two right the other went woke. Britain was a landing strip lol. 

The trade deal needs research but news says Boeing receiving $10bn orders from UK - for what I don't know, maybe Trumps new F-47 (47th President) so maybe useful to BAE Systems (LON:BA.) or Rolls-Royce Holdings (LON:RR.). 

Where is RR with these Small Modular Reactors - Spain would like a few, especially the underground service.  Disgusting we are not world leaders in this tech.  Clear Tech innovators and leaders in many things but without the funds. 

Apparently 40 banks in China have gone under (what does that mean, can't return depositors cash - oops).  This from X or was it TikTok,so fake news, until it isn't. 

Just when one apocalyptic event occurs ('Liberation Day') then another turns up (Chinas 2008 crash) anyway can blame TDS. 

Not to worry we have a new Pope - all is good in the world. I suppose emoji's are not appropriate for a professional investment site. 

Is listed in the US under CPYYF as is the following.  One day will study movements in the UK market to predict (guess) movements at the US open. One for when retired. 

Herr Martin Bormann would be proud - some of the greatest inventions and industries of that time  (other than nukes) are still in German hands (chemicals, pharmaceutical, engineering).  Japan got some, Yugoslavia got some, Russia and good ol Blighty (Gloster Meteor which lead to Concord etc), but odd they are the No. 1 ammunition provider (Rheinmettal).  Leopard tank (can't call them Tiger) is getting whacked by drones (tech moves on but a tank is still a thing you would not want to meet in anger (Saving Private Ryan best movie top ten). 

How many politicians with Swiss bank accounts I wonder - "I will survive" (in Swiss sorry). 

Apologies got into the "rabbit hole" but you cannot avoid the macro from the micro. Rachel from accounts is still working through the UK - it's not now but the next or one after results that will tell the story. Unfortunately we rely on scraps from Mr T or the German/French coalition aka Europe. 

In my opinion 50% of administrative tasks can be wiped out and lots of jobs go with it in all industries which can afford the tech.  Expect local authorities to be ten years behind the curve as is the NHS. 

A huge social problem awaits - less jobs, bigger corps and kids bored out of their brains.  

Rebuilding Ukraine and Gaza - ok guys and gals go for it - heavy equipment, cement, screed levelling equipment (sorry you know who I mean SCVR),  Georgian banks (got that one right with all the Russian jumping ship - no trouble Sherlock) - anyway answers on a postcard. 

Who's digging the minerals out of Ukraine, already own Ferrexpo (LON:FXPO) which was very nice before the war (was iffy then so still is). Will be any UK co with North American connections - look to Ireland methinks. 

Germany is if I remember is part of the European Union - there is still this country thing - Germany, France, Italy and the 'others' of which they wanted Britain to be one of those. Developed with blood over centuries and something not to be wiped out from history from some socialist ideology - like football teams, internal and international - we are tribes whether at street level or country.  Joe Public can make it work, unfortunately politicians get in the way. Answers on a postcard. 

Germany will still have gas from Russia for the next year or more.  I'm sure behind the news the nukes are being reopened and coal in support during nighttime so can't see the black clouds. They are tough cookies and will survive. 

Might have to accept a washing machine called JiPoxInGTong  rather than Bosch but he ho washes clothes no worries - piece of tape sorts that out. 

£550 without lenses.

There are lots of these (two opposite each other in Canary Wharf) and one in Brewery Road in Islington.  So good money in this space, but not necessarily a 'moat' ?. 

Yes my next specs if I get a good month or two.  Don't have a Rolex or a watch even so some adornment to go with the bald head. 

A very tidy, high quality portfolio, I like it!