UK Investor Show 2017 & 2018 exhibitor Stockranks and performance trackers

22nd Apr '18 by MrContrarian

17 comments 7009 reads

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.

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ezlifeme

18th Apr '18

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?

MrContrarian

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

Andrew L

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.

Nick Ray

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

I'm surprised they asked him back really!

underscored

QM > QV

bestace

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

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.

peterclothier

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

JakNife

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

cig

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

Gromley

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)

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

GrahamF

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.

gus 1065

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.

jonesj

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.

1James1n1

19th Apr '18

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!

20th Apr '18

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.

UK Investor Show 2017 & 2018 exhibitor Stockranks and performance trackers

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MrContrarian

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