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Getech: Bad News, Good News

It's a funny old game, investment. Stripped back to the basics, sound investment really is a matter of choosing a company which produces more good news than bad. Most of the the time that is, there are exceptions. Open a release where the company is "pleased to announce", well, anything really, from a contract win to above expected results and chances are you're in for a good day. If that release throws up the dreaded "below market expectations" or "difficult market conditions" within the first paragraph or two, you're almost inevitably in for a day in which the price will finish down. That...

Berkeley Mineral Resources

There's been some nice price action on an equity I'd almost forgotten I owned in the past few days. Not that I'm running with a portfolio overflowing with holdings, far from it, it's just that this equity in particular has been a bit of a slow-burner. In my opinion it's always been big on potential but without earnings it was always going to find the going tough in the current market. But possibly, that's all about to change...

Staffline

As an investor there's a lot to like about any company that has a sturdy business model. A company designed to prosper in the good times and outperform in the bad. A defensive share that wont lag during a bull market. If you can find a handful of these shares then get in touch with your financial investment advisor, they're a great basis on which to build a robust, diverse portfolio. Staffline's business model is designed to prosper in a range of different economic conditions. I'll tell you why, but perhaps first a little introduction is in order. Staffline's primary operating segment provides...

Getech – Buying Opportunity?

Getech - the geoscience services business specialising in the provision of data, studies and services to the oil, gas and mining exploration sectors - delivered a trading update today for the six month period ended 31 January 2014. Here's the full RNS. Whilst trying to remain upbeat for their full-year prospects, there was no escaping the elephant in the text: The Company has seen strong demand for its consultancy work in the first half of the current financial year. However, irregular purchasing patterns across the customer base, driven by cyclical budgetary constraints, have resulted in reduced levels of overall revenue in comparison to...

Supergroup’s Lastest Interims

Prices in Supergroup - the High Street fashion retailer - are testing 24 month highs on the back of their interim results released on the 12th December. For those of you new to the world of Supergroup, they're the company behind the Superdry and CULT brands. Here'a a little blurb from the Superdry website: Inspired by a trip to Tokyo in 2003, Superdry fuses design influences from Japanese graphics and vintage Americana, with the values of British tailoring. The result – unique urban clothing, with incredible branding and an unrivalled level of detailing. Such distinctiveness has gained the brand exclusive appeal, as well...

Supergroup – New Highs Following Optimistic Interims

After you've bought a new car it's amazing how often you'll spot the exact same make and model on the streets. Obviously, roughly the same numbers were sharing the tarmac the day before, but that realisation often doesn't come until you're an owner of that same model yourself. Lately I'm finding the same case can be made for clothing. Since first investing in Supergroup back in 2012 I'm noticing a lot more of their leading brand, Superdry, being sported by the young and fashionable - in my little nook of Europe at least. Not content with just being a shareholder, I decided...

Oxford Catalysts (Velocys PLC)

Oxford Catalysts (OCG) are an interesting proposition that we've tucked away in our portfolio as a company with the potential to do some very big things in the next decade. They're a classic long-term speculative play, with some revolutionary intellectual property, in what could prove to be a very lucrative market. They're in the Gas to Liquid (GTL) field; a pretty descriptive name for an awfully technical topic. This from their 2012 Annual Report: Oxford Catalysts enables Gas-to-Liquids (GTL) plants to convert unconventional, remote and problem gas into valuable liquid fuels. Systems based on the Group's technology (marketed under the brand name Velocys) are...

Regus – Right Market at the Right Time

Today I'm not going to touch on company fundamentals, although the company I'll be introducing shortly is doing very well indeed using just about any performance indicator you'd care to drag out. I won't be looking at charts either, even though they're pushing 3 month, 12 month and 5 year price highs. No, today I'm going to back it up a bit and look at the investment potential of a company that has positioned itself solidly in a market that has begun to, and, should continue to boom for many years to come. Sometimes a marketplace grows up around a business. If...

Incadea, Dunelm, Howden Joinery and Regus

A super quick trading update. We've sold off our Incadea holdings for no other reason than to lock in a little profit. We bought into Incadea back in November 2012 - 1,237 shares at 98 pence a share. Here's why. Today we sold out at £1.08. At the end of April 2012, Incadea hit all time highs of over £1.30 per share, but there's been a steady reduction in price ever since. It's an inherent risk of holding AIM shares - often there'll be a slide in price for no other reason than a lack of any tangible news. AIM investors are a...

Sepura 2013 – Onward and Upward

Regular readers may remember a time last year when I began to get all holier-than-thou about my new investment philosophy. It was certainly the future of investment as far as I was concerned. I'd shown the door to my past strategies of following the bulletin board masses into what must surely be AIM's next triple-bagger, or lapping up the utopian vision of smooth-talking CEOs. Any potential new investment now had to pass muster with my new stock screening system. It was to be a major turning point in my see-sawing investing career. No more calling Dad for a chat and...

EMIS Group

Sometimes a market over-reaction to news creates the perfect buying opportunity for the shrewd investor but what constitutes an over-reaction? Whilst it's not always evident without the benefit of hindsight, there's certainly an observable outcome over time - a steep dip in price followed by a leisurely stroll back up to where the market was before the news. Our job as investors is to recognise these drops for what they are - and short them down if that's our thing - or pick the turning point and ride them back up to where they began. Here's one we prepared earlier: The EMIS...

Gold, Supergroup, Lavendon, Archipelago and Avocet

It seems like an age since I've put index fingers to keyboard and tapped out a bit of an update. It's not as though I haven't had a dabble on the markets here and there, it's just that I've been a little preoccupied with some of our other web ventures. But more on that in a later post. We dipped back into gold long at $5 per point at $1609 an ounce back in mid February. Since then - with a tug-of-war as China, Russia, et al. stockpile the stuff and fund managers offload it - it's traded in a range...