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.

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