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Hi I am considering extending into European and/or American stocks with Stockopedia. I use SP heavily to support my UK investing. I would welcome any experiences (good, no so good or surprising) or lessons learned that others have had as they stepped into these markets with SP. I look forward to reading any ideas, thoughts or titbits you might have a few minutes to share…



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Hi Herbie I don't know if you progressed with Falanx (LON:FLX) but if you did, this might interest you. Falanx Group Ltd (LON:FLX) Coverage Initiated at Beaufort Securities https://stocknewstimes.com/2017/10/22/falanx-group-ltd-flx-coverage-initiated-at-beaufort-securities.html This is one of their paragraphs .... Beaufort Securities initiated coverage on shares of Falanx Group Ltd (LON:FLX) in a research note released on Friday, October 13th. The brokerage issued a speculative buy rating and a…

Hi Paul/Graham I wonder if you might take a look at Hilton Food (LON:HFG). (I hold) I know its Market Cap is now £583.8m a little above your normal cut off. You did however, cover it in the SCVR 04/11/16. Back then share price was 596.5p, Mkt Cap £439.0m and number of shares 73.6m. https://www.stockopedia.com/content/small-cap-value-report-4-nov-2016-botb-gatc-hfg-dia-qrt-svca-156934/ Today Hilton Food (LON:HFG) announced intention to purchase Iceland Food…

Hi Is2g08 Many thanks for your thoughtful response. I agree with your thoughts. Abstracting Mondi (LON:MNDI) into a simple input, process, output model does suggest its not a time to sell. As you point out, although inputs have increased (i.e. materials), Mondi's command of its processes seem robust (i.e. margins increased) as are its abilities to pass higher costs through to its outputs (i.e. product…

Hi any Mondi (LON:MNDI) holders Does anyone interested in Mondi (LON:MNDI) have a view as to whether todays trading update ought to be viewed as a profit warning, or a softening up for harsher news later, or a cautious management handling current conditions well but who are sensing tough conditions ahead? Revenues and margins are up, but so are costs and currency headwinds. At time…

Hi Andrea Yes I concur with your interpretation. I was just a bit surprised. As they seemed upbeat about the revenues I thought they would also be upbeat about profit margins. I was surprised they were not. So it was just a little cautionary feeling I had. That said, it might be they are trying to appreciate the absorption of the recent acquisition. It might…

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