Good morning! I dropped into the Shares/Cenkos investor forum yesterday afternoon, and saw some interesting companies. Brief comments on the handful of companies that I spoke to;

Plastics Capital (LON:PLA) - looking potentially good value again, now it has fallen to 100p. Had a quick chat with their CFO, and he pointed out that the divi yield is now quite good, at 4%. If the forecasts for 2015 are achieved, then this could be a good entry price perhaps? Although checking back my previous notes, the last interims were not great, and I do have a concern about the size of the adjustments to profits.

XLMedia (LON:XLM) - I hovered around their stand for 5 minutes, and listened in on discusssions between a lady from XLM and investors. These shares cropped up on one of my value filters recently, and the numbers look quite attractive. It is an overseas company on AIM, which I try to avoid, as so many of them go wrong. However, in this case the figures look good, and it pays decent divis. So worth another look possibly.

Brady (LON:BRY) - I chatted with their CFO for a while, and felt that I understand the business better as a result. Seems a reasonably-priced niche software company. I like that 50% of their revenues are recurring in nature.

eg Solutions (LON:EGS) - this is one I already hold. It doesn't look cheap at first sight, but has raised £3m in a Placing, and is now embarking on an expansion drive. Has a very impressive client list, of large companies, for its back office optimisation software. Moving to a cloud-based model, which should give much greater proportion of recurring revenues. If the sales drive is successful, then this stock could do well.

Blur (LON:BLUR) - the surprise of the day. I went into a 15 min presentation from the company, expecting it to be a joke, but the presenter (who I think was the new CFO?) gave an interesting & coherent explanation of the company's progress to date. So I'm prepared to give this one another chance, and will look at the next set of figures with an open mind.


Unlock the rest of this Article in 15 seconds

or Unlock with your email

Already have an account?
Login here