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Renew Holdings: A recovery story with more to give?
LON:RNWH by Damian Cannon 22nd Feb '15 · 8 comments · 11186 reads · 15 votes
LON:RNWH by Damian Cannon 22nd Feb '15 · 8 comments · 11186 reads · 15 votes
"TL;DR:Renew Holdings is an impressive turn-around story, with further to go, but the substantial re-rating in share price means that it's no longer cheap and the risk:reward balance does not favour ne…"
Small Cap Value Report (Fri 3 August 2018) - RDL, TSLA
LON:RDL by Graham Neary 3rd Aug '18 · 27 comments · 9666 reads · 62 votes
LON:RDL by Graham Neary 3rd Aug '18 · 27 comments · 9666 reads · 62 votes
"Good morning!
Let's see what the RNS feed has in store for us this morning:
Minds Machines (LON:MMX) - trading update. Gross margin below expectations for FY 2018.Animalcare (LON:ANCR) - change of…"
Small Cap Value Report (Thur 28 Feb 2019) - GOCO, FOXT, PHD
LON:GOCO by Graham Neary 28th Feb '19 · 51 comments · 12660 reads · 51 votes
LON:GOCO by Graham Neary 28th Feb '19 · 51 comments · 12660 reads · 51 votes
"Good morning!
I'm afraid I lost internet connection at work for several hours, preventing me from researching and publishing. Sorry about that.
I did manage to do a phone interview with Duke Royalty…"
Small Cap Value Report (Tue 27 Aug 2019) - FTSE Contrarianism, CPR, CLG, SONG, COG
LON:CPR by Graham Neary 27th Aug '19 · 38 comments · 7952 reads · 79 votes
LON:CPR by Graham Neary 27th Aug '19 · 38 comments · 7952 reads · 79 votes
"Good morning!
I'm back to look after the SCVR for a few days.
After some musings on the FTSE, I will look at:
Carpetright (LON:CPR)Clipper Logistics (LON:CLG)Hipgnosis Songs Fund (LON:SONG)Cambridg…"
New Year NAPS - Top Stocks for 2021 and some bold bets on 'big mo'
LON:ERGO by Edward Croft 3rd Jan '21 · 146 comments · 42361 reads · 269 votes
LON:ERGO by Edward Croft 3rd Jan '21 · 146 comments · 42361 reads · 269 votes
"This is the seventh year that I've published my New Year NAPS Portfolio - seven is supposed to be a lucky number. I am though starting the year with some trepidation about the state of the markets. On…"
Stock Brief - Airtel Africa (LON:AAF)
LON:AAF by Jack Brumby 21st Oct '21 · 9 comments · 4002 reads · 69 votes
LON:AAF by Jack Brumby 21st Oct '21 · 9 comments · 4002 reads · 69 votes
"Airtel Africa’s vast operations provide telecoms and mobile money services to almost 118.2 million customers in 14 sub-Saharan countries. It is empowering the financially excluded and is modernising A…"
