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Hi Jonno, I find myself in the same position as you - Bioventix (LON:BVXP) along with Burford Capital (LON:BUR) overly-dominate my portfolio having grown consistently for a few years - a nice problem to have. The question I then have to constantly ask myself is can the position size still be justified? Phil has given a concise explanation of the bear case above - it…

Not UK, but £BATEN looks like it's pivoting on volume today, I've managed to take a position on IG as a CFD.  Spread was surprisingly reasonable at 0.44%.  Putting my stop quite tight at 42.5.EDIT: Should have done more research, appears that this may be a compulsory take-private at E46, so more merger arbitrage than swing trading!  Sorry for the noise!

Another one that has come off a lot is K3 Capital (K3C), that has halved from ~400p to ~200p in the last year after running up over 100% in the 6 months prior to that. I'm keeping an eye on that one for a possible entry since it has fantastic quality metrics and unlike some in this thread backs up its earning with free cash…

I'm surprised no-one has mentioned 4imprint (LON:FOUR) yet, which announced final results today. At a market cap of £572m it's only just out of small cap territory. In summary, revenue up 18% (organic growth), PBT up 9%, EPS up 22%, dividend up 25%. They make promotional material (company branded mugs, pens, etc) and have largely US sales. EPS +22% was greater than PBT +9% largely…

Yes, certainly on IG funding interest charge is charged on the entire value of the position, regardless of the amount of margin held against it.However, you do receive dividend payments, on the ex-dividend day a dividend adjustment is made in the form of a payment to your funds.For small positions, a non-leveraged spread bet might have cheaper trading costs than any real purchase, but this…

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