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Jonno's Latest Blogs

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…

Profit warning from Alumasc (LON:ALU) this morning. As expected the lowly rated share price has been caned. The company quantifies the effect of the profit warning citing a 5% reduction in revenue and 15% reduction in profit before tax. I am not sure but my best guess is that this translates into EPS of 17p for the year to June 2018. There is also a…

Trading update from Creightons Creightons (LON:CRL) released at just after 4pm states that significant and unexpectedly higher order intake has resulted in demand outpacing manufacturing capacity. As a consequence the Company has decided to outsource the supply of some branded product lines rather than disappoint customers, which has adversely impacted profit margins. The net result is that full year profit before tax is likely to…

Several of you may have seen the article in the Times today that speculates on a bid approach for Elegant Hotels pitched at around 110p from Melia Hotels, an international Spanish hotelier. Currently the share price is 83.5p. The implied net asset value at the interim results in June was 175p and the current tangible book value is somewhere in excess of 100p. Although NAV…

Jonno's Latest Comments

interesting announcement from Avingtrans (LON:AVG). £10M plus contract for its subsidiary Hayward Tyler to supply of critical components for nuclear reactor pumps in Sweden. Avingtrans (LON:AVG) seems to be gaining traction. I hold.

MJ Gleeson (LON:GLE) if you have time please Paul. An impressive set of results and positive outlook from a differentiated house builder. Admittedly it trades at a significant premium to NAV but its area of expertise and and strategic approach makes it very different from its peer group.

B.P. Marsh & Partners (LON:BPM) steady as she goes, as danielbird193 observes it is not going to shoot the lights out, but the company's expertise in the field of insurance creates a significant moat, in my view. The spice is currently added by what appears to be the pending flotation of LEBC in which B.P. Marsh & Partners (LON:BPM) holds nearly a 60% share, which…

Regarding Bioventix (LON:BVXP) I have also noticed the recent share price increase. I hold and admit to the temptation to top slice, but have resisted. As to the reasons for the increase I have no idea. On a simplistic basis prices go when there are more buyers than sellers, although volumes have been low even for Bioventix (LON:BVXP). It may be that the Siemens test…

A further vote for RM (LON:RM.) impressive results and remains conservatively priced on a number of metrics.

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