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Jonno's Latest Blogs

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…

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…



Jonno's Latest Comments

Great event David, Thank you and the Mello team. I thought that the 'funds' day worked really well. Great speakers, all of those I saw were impressive....Paul Marriage, John Baron, Richard Bernstein and Stephen English to name a few. Looking forward to the November event which I assume will be at Derby?

Positive updates from Henry Boot (LON:BOOT) and Strix (LON:KETL). Very different companies, both have their attractions, which in my view are under appreciated.

Sold Portmeirion (LON:PMP) on the profit warning, which is a shame because I think it is a sound company. But the stock market is unforgiving and having read the Anatomy of a Profit Warning it seemed the sensible call. Will look to buy back when the dust has settled and have a clearer picture on the numbers.

As a follow to my earlier post, I bought an opening position in Airea (LON:AIEA) today at 72p. All being well the interims, which look like being in late August will vindicate the purchase.

Many thanks Rhomboid, penny dropped so to speak. All being well will look to make an initial purchase next week.

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