This space is reserved for jonno to introduce himself.
RM (LON:RM.) share price closed over 10% higher today, with most of the increase happening in the final hour of trading, albeit on comparatively low volume. I know the company reasonably well having held and added to it over the last 2 years or so. RM (LON:RM.) is scheduled to announce interim results next Tuesday and the expectation given the AGM update on 27 March…
More accurately the heading should read to top slice or hold, but I couldn't resist borrowing the lyrics from the Clash, for a little dramatic effect. I am sure that the continuing increase in the share price of Bioventix (LON:BVXP) will not have gone unnoticed by many members of the Stockopedia community, who like me hold the share. The increase in the share price has…
Walker Greenbank (LON:WGB) shares have suffered much as predicted in the Stockopedia anatomy of a profit warning and continue to drift downward. Not helped perhaps by the recent announcement by John Lewis of a dramatic profits fall. I suspect the John Lewis partnership is an important customer for the company. Unfortunately I bought a small position in Walker Greenbank (LON:WGB) on the basis of the…
Positive AGM statement from RM (LON:RM.) this morning. Like many UK smallcaps that appear to be trading well the shares to my mind offer very good value. Other smallcaps that also fit this description in my view, include Bloomsbury Publishing (LON:BMY), Miton (LON:MGR) and Norcros (LON:NXR), although in fairness we are yet to find out how current trading is at Norcros and news on the…
Snap, I have held ITV (LON:ITV) for more than 2 years. It is the worst performing share in my portfolio at a current loss of about 30%. I failed to appreciate the disruptive impact of the internet and Brexit on advertising revenue. I should have sold when the share price was close to £2 in summer 2017, still I have received some generous dividends which…
Hi Ambrosia I appreciate that ITV (LON:ITV) is not flavour of the month; also how much value Britbox will eventually provide is unknown, but presumably it must be a positive. As for Netflix it makes no money, carries large debt, has negative cash flow and pays no dividend, so I can't see the investment attraction. i would much rather own ITV (LON:ITV) on a current…
Britbox launch announced. Must be a positive for ITV (LON:ITV), how much we shall see? As my only large cap I continue to hold and have added significantly at recent lows. ITV Studios is the main attraction but despite the fall in revenue there is value in free to air advertising. However what I think is unimportant it is the Market that will ultimately decide.
Morning Graham Following on from Gostevie's comment, one has to admire the astuteness of Richard Bernstein and his team at Crystal Amber Fund (LON:CRS). i bought recently given the dip in the share price that that is at odds with the NAV performance. I appreciate that this is an investment company so no comments requested. I just thought that Crystal Amber Fund (LON:CRS) merited recognition.…
Creditable trading update from Flowtech Fluidpower (LON:FLO) given the sclerotic state of the UK government and increasingly uncertain economic outlook.
