Small Cap Value Report (31 Dec 2014) - STAR
Good afternoon! As it was only a half day's trading on the market today, I rolled over in bed earlier and checked all the RNSs and early price movements on my iPhone, then went back to sleep when it was clear there wasn't a lot going on.
Suitably refreshed, here is a quick review of today's small cap news.
Starcom (LON:STAR)
We had a discussion about this Israeli tech company earlier this week, and how the shares shot up about 250% in one day when the company announced that a German Porsche dealership had started offering its tracker devices as an optional extra.
I see that the shares are now falling rapidly, and are down to 13p (peaking at 25p earlier this week). Look at this for a crazy chart;
I don't think it's worth getting involved in this type of speculation, unless you spot it before everyone else, and even then it's pot luck when to sell. Fun, but it's not investing.
Oh dear, there doesn't seem to be anything else of interest happening today.
I see that Tricor (LON:TRIC) says it is still trying to secure additional working capital, and its shares remain suspended.
Castleton Technology (LON:CTP) puts out interim figures, but due to disposals and acquisitions, I can't really glean anything worthwhile from the numbers.
So on that damp squib, I will allow 2014 to slowly fizzle out.
What a fun year it's been! I have thoroughly enjoyed producing these reports each morning, and I particularly enjoy the interaction with readers - it's your comments and feedback which add considerable value, so do please keep those coming in 2015 too.
Wishing you all health & happiness in 2015 (and beyond), and let's hope we can make a bit of money together too :-)
Best wishes, Paul.
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17 comments
Thank-you! Good luck!
'Chance favours the prepared mind' in which case we shall all do well financially.
Your balance sheet analysis is brilliant and fills a gap in my abilities.
The flowing prose and humour makes a welcome daily change from number crunching.
Three specific comments:
1) You (& Was Shakpoor) come out much better on paper. The audiocasts are amusing but the texts are expressed genius.
2) When you eliminate foreign companies do not rule out Israel. Remember PGB (Pilat Media)?
3) Diets do not work. Lifestyle changes do.
Happy New Year Paul! Thanks for all the comment and insight in your reports. I also enjoy your audiocasts with David Stredder, Leon Boros et al. Very interesting and informative. Keep up the good work!
Paul,
A very happy new year to you and yours. Many thanks for all the sage advice you have provided over 2014.
Kind regards
Guy
Hey Paul,
thanks for your hard work and informative reports. I like the simple, pragmatic way you write and assess
Have you looked at TON, can't see it in the archives
cheers and Happy New Year
Terry
Thanks for all your enjoyable and informative reports. You make investing fun as well as profitable. Yours is the only investing web site that I read.
All the best for this year.
Richard
Happy New Year Paul, and thanks for all the daily reports.
(BTW, I really enjoyed yesterday's one)
Hi ChangFai,
Thanks, but probably the less said about yesterday's report, the better.
Everyone has the occasional off-day.
Regards, Paul.
Hi Paul,
I'd be interested to hear your thoughts on the clothes retailers - Next (LON:NXT) reported on your, er off day. I know what you think about ASOS (LON:ASC) - what do you think about Boohoo.Com (LON:BOO) and Bonmarche Holdings (LON:BON) ?
Do you think they are / should be as cautious as Next (LON:NXT) going forward?
Regards,
Sully.
likewise, thanks Paul for your daily review and forthright opinions. best wishes for 2015.
Wishing you a great New Year. Many thanks for your commentary and sharing all your ideas and thoughts over the past year.
All the best for 2015 Paul and beyond.
Many thanks for your valued reports & inputs.
Happy New Year Paul. Thank you for these reports.
best wishes Paul and thanks for sharing your knowledge, here's hoping for a better year for small caps in 2015 but got a feeling early part of next year won't be pretty.
Thanks for sharing your insights, I look forward to more of the same in 2015.
Happy new year.
Dear Paul
Just to echo everyone else's thanks and good wishes. I am asure I enjoy reading your reports even more than you enjoy writing them. All teh very best for 2015.
B
Happy New Year, Paul, and thanks for all the morning reports. Here's to 2015 being a great investing year for all of us.
Cheers!
Steve
Paul
thanks for the hard work you put in on this report through the year
Happy New Year
Alex