UK Investor Show 2017 & 2018 exhibitor Stockranks and performance trackers

Sunday, Apr 22 2018 by
43

Note: edited to update the list of exhibitors at 21-4-18

If you go down to the UK Investor Show on 21 April you are sure of no big surprise in the exhibitor halls. Stand after stand of mining and O&G juniors. Only 35 of the 86 listed companies (excluding NEX listed) are non-resource. The upside is that it enormously speeds up my tour of the stands. Why are there so many from only two sectors? Future fundraises. These companies are notorious for turning up cap in hand repeatedly at (usually) lower and lower prices.

I have entered the AIM or LSE listed exhibitors into a portfolio: https://docs.google.com/spread...
The list is taken from the show's guide on the day. The spreadsheet will track performance and keep a snapshot of the Stockopedia Ranks. I'll update with start prices on 23 April. I will update the list if more are added.

Only 7 companies have a Quality rank of 50 or better and 8 a Stock Rank 50 or better. 42 are Sucker Stock style. It is not a Cornucopia of Kwality.
The Stockopedia QV bubble chart has only 1 stock in the green.

5adc66da34fbeScreenshot_2018-04-22_at_11


2017 Exhibitors - how did they do?

A tracker spreadsheet shows an average performance not as bad as I'd expected: 6% down. But AIM was up 10% and the median shares was 25% down.

https://docs.google.com/spread... 

A few filtered averages:

Mining only: 33 companies -6%
Oil & Gas only: 11 companies -10%
Stock Rank>=50 only: 10 companies +59%
Quality>=50 only: 6 companies -9%
Style = Sucker Stock only: 31 companies -24%

The Quality Rank filer result is a surprise but with only 6 companies it's a long way from statistical significance. In fact all the figures are for fun only due to the small sample size.

The QV chart shows the current values. It's a shame I haven't got one from a year ago. I don't suppose it would be much different.

5ad72f9d2f8c5UKIS2017_QV_bubble_chart.pn


I'll be at the show, mostly in the main hall. Paul Scott, Matt Earl,Lucian Miers,Mark Slater, Ed Croft and Tom Winnifrith are reliably good value. Simon Cawkwell is not on the list this time. 


Filed Under: StockRanks,

Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


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Ariana Resources plc is engaged in the acquisition, exploration and development of gold and technology-metals primarily in Turkey and Australia. The Company is focused on the Red Rabbit Gold Project located in the western Turkey, comprising the Kiziltepe and Tavsan sectors. Its projects include Kizilcukur project, Ivrindi project, Demirci project and Salinbas project. The Kizilcukur project encompasses over two kilometers of mineralized quartz veins containing gold and silver. The Ivrindi Gold project is located in the Ivrindi District of Balikesir Province in western Turkey. The Ivrindi Gold project consists of over two licenses. The Demirci Gold project is located in the Demirci District of Manisa Province in western Turkey. The Salinbas Project area consists of two mineralized zones: the Ardala Porphyry and the Salinbas gold-silver (Au-Ag) deposit. The Company's other project area prospects include Karakavak, kepez and Yukaricamli. more »

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African Battery Metals PLC, formerly Sula Iron & Gold plc, is a United Kingdom-based company. The Company is focused on targeting cobalt and other battery metals for the electric vehicle market. The Company holds two licenses in the DRC: Kisinka and Sakania. Kisinka is a 50 kilometer square license with 7 kilometer of strike along the Roan group of rocks, which hosts most of the DRC’s copper and cobalt mines. There are many large cobalt-copper mines in area, both on strike and in the same rock structure, to the west. The Sakania license is a large license area totaling 140 kilometer square. more »

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n/a
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  Is Anglo African Agriculture fundamentally strong or weak? Find out More »


17 Posts on this Thread show/hide all

ezlifeme 18th Apr 1 of 17
1

Genius viewpoint, fantastically simple but effective graphical presentation
You do have a great slant on things

Suggest you are correct - Empty pockets looking for full ones?

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MrContrarian 18th Apr 2 of 17

In reply to ezlifeme, post #1

Thank Stockopedia's amazing system for the bubble charts, not me.

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ratioinvestor 18th Apr 3 of 17
2

I recall that the only one that did well on the Stockopedia ranking system a year or so ago was a recruiter. I have forgotten the name but even this company below up. It was an IT recruiter and the major shareholders tried to buy it in a deal that looked very off. I agree that the bulk of companies at UK Investor Show are very low quality.

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Nick Ray 18th Apr 4 of 17
3

I believe Ed actually presented this chart one year for the exhibitors for that year.

I'm surprised they asked him back really!

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underscored 18th Apr 5 of 17

QM > QV

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bestace 18th Apr 6 of 17
3

I wonder how the chart for the Mello exhibitors compares...

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ratioinvestor 18th Apr 7 of 17

In reply to Nick Ray, post #4

Well the chart allows you to do it anonymously. You don't say which companies are the dogs. If Ed had said X,Y,Z company is a huge dog I think it might not have been asked back! The beauty of Stockopedia is that it is unbiased so you can't argue if it is right or wrong on an individual stock. It is just a bunch of numbers. I think the UK Investor Show stocks have generally done badly. There aren't many or any quality stocks there.

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peterclothier 18th Apr 8 of 17

@bestace, thinking exactly the same thing. Had a look to find a list of 2014 exhibitors, no luck so far

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JakNife 18th Apr 9 of 17


There was only one company that I found interesting enough to invest in at last year's event - Sanderson, which would probably have been top right corner this time last year. There were far too many pre-revenue cash-guzzlers (especially from the resources sector) presenting last year.

I'd like to suggest the Westminster Arms right next door if anyone's around for a beer afterwards.

JakNife

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cig 18th Apr 10 of 17

Have any of the 2017 exhibitors delisted (unfavourably)? That may take averages further down.

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Gromley 18th Apr 11 of 17

Thanks Mr C - I have a ticket but was struggling to think whether I can really afford the time right now, I think you've tipped the balance for me. A shame as it would be great to meet up with some of the folks from these parts and also see the sessions from Paul & Ed. Hey Ho.

BTW - just a little pointer - where you've created the links to portfolios on Stocko - these don't work as your folios are private to you. (I'm not aware if there is any facility to make them public)


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MrContrarian 18th Apr 12 of 17

In reply to Gromley, post #11

Thanks. I can't see how to make the Folios public so I've removed them.

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Graham Ford 18th Apr 13 of 17
1

I seem to recall Ed on the main stage two years’ ago saying that pretty much most of the exhibitors were poorly rated by the Stockranks. Perhaps that criticism was one reason he wasn’t speaking last year.

I also seem to recall that Sanderson (LON:SND) were there either last year or the year before and they have/had a good SR. I wasn’t persuaded to buy at that time but did in Jan this year as they arrived mechanically in my NAPS portfolio. That said the Sanderson share price seems to have gone mostly sideways rather than up over the last two years.

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gus 1065 18th Apr 14 of 17
1

In reply to MrContrarian, post #12

I think the only way to make a portfolio of stocks public on Stocko is to set it up as your (only) fantasy fund. While it may work, you may not want to be associated with such a fund if as you suspect it has some pretty canine characteristics!

Gus.

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jonesj 18th Apr 15 of 17

Well, congratulations on already making a systematic check of exhibitors in advance of the event. I started scanning through the programme yesterday, to check which speakers I want to hear & then scan through the companies.

The list of speakers is quite interesting, so that will take over 50% of my day. Having zero expertise in mining & pharma companies kind of slims down my list of companies.

As you say, Simon Cawkwell is not speaking this time, however he did speak at the Master Investor event last month & the video is now on You Tube. Along with one by Jim Mellon.

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james1n 19th Apr 16 of 17
5

In reply to ratioinvestor, post #3

You are thinking of InterQuest (LON:ITQ) who as you say were the only company in the green triangle for 2016 when Ed presented and who have not had a particularly sparkling history since!

| Link | Share | 1 reply
ratioinvestor 20th Apr 17 of 17

In reply to james1n, post #16

Yes that was the one InterQuest (LON:ITQ). I spoke to them and they seemed reasonably impressive. But I don't think recruiters are high quality businesses. Interesting that they haven't done well. The curse of the UK Investor Show? Generally the companies at the show are disasters. It says something that the only company that qualified on Stockopedia's system from that show also turned out to be a disaster. It appears that little effort is made to seek out high quality companies. UK Investor Show is good fun, though, with some big personalities there. Just a shame that most of the companies on the stands are pretty awful in my view.

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