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Jonno's Latest Blogs

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…

Air Partner are due to announce preliminary results today, but as yet there is no show. Given last years accounting debacle this does appear somewhat disconcerting. although of course there could be a perfectly reasonable explanation. All thoughts and views welcome

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…



Jonno's Latest Comments

Ramsdens Holdings (LON:RFX) should also be a potential beneficiary of reduced competition. However I don't know the number of stores that are to close or there geographic distribution. My understanding is that H & T (LON:HAT) are predominantly based in the south of the country with Ramsdens Holdings (LON:RFX) having more of a northern presence. It will be interesting to see the reaction if any…

Good morning Paul I would welcome your thoughts on this mornings RNS from Strix (LON:KETL) giving details of an alliance with Philips whereby the Philips brand licensee, Aqua Shield Health Technology is using Strix (LON:KETL) Astrea technology in its new water bottle..The water bottle which is co-branded with Strix (LON:KETL) was launched yesterday at the IFA Berlin a leading trade show for consumer electronics and…

My initial comment was more prophetic than I might have realised or wished. I caught the commentary on B.P. Marsh & Partners (LON:BPM) on my way home this afternoon. B.P. Marsh & Partners (LON:BPM) was my largest holding but given the current market sentiment I decided to sell just before the market closed. I exited with a small profit and have possibly thrown the baby…

Hi iwright7 RNS released on 29 August shows that the Buffettology Fund acquired a 5.09% holding in RM (LON:RM.) Keith Ashworth Lord issues a monthly factsheet which gives an overview of the fund performance and recent dealings. It is retrospective so the August fact sheet refers to the July performance. I expect the September factsheet providing a narrative on the August performance to be released…

Commiserations on Burford Capital (LON:BUR) Damien and to all others who held prior to the Muddy Waters dossier. Also thumbs up for your honesty and being prepared to air your investment trials and tribulations in public. I have been fortunate to avoid Burford Capital (LON:BUR) as it is not the type of stock that interests me. Having said that, like all who invest in individual…

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