Month: January 2022

Weekly Market Commentary 31/01/22 |CBOX, DLAR, CNS|: All I want to know is…

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There’s considerable institutional pressure on financial analysts to be positive, but often the most valuable information is negative: what to avoid.  Bruce looks at a couple of case studies that reported last week. The FTSE 100 was flat last week, at 7,497. Matt Moulding’s THG fell to 134p, down -10% in the week and now […]

Weekly Commentary 24/01/22: Market wobbly

Bruce looks at Terry Smith’s investor letter, admires his simple process. SharePad is also great research tool for assessing funds like Fundsmith, not just individual companies. Plus 3 companies that reported last week. The FTSE 100 was 7,521, down -0.3% last week. The US markets have sold off much harder last week, with the S&P500 […]

Cake Box Holdings has some accounting issues | Small-Cap Spotlight Report (LSE:CBOX)

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Cake Box’s shares have tripled as its franchisees sell more egg-free cakes and open more shops. But Maynard Paton discovers the accounts contain some unusual financial disclosures and alarming remarks from the auditor. Oh dear. I had expected this article to celebrate a dynamic growth company that had commendably prospered during the pandemic. I find […]

Oxford Metrics | Profiting from the augmented age (LSE:OMG)

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Oxford Metrics has an illustrious past, and judging by management’s targets it expects to augment it in future. Richard investigates the past, and ponders the future… I discovered Oxford Metrics while paging through SharePad’s list of the whole market (LSE shares, excluding Investment Trusts) skimming the summary pages of companies that had recently published annual […]

Weekly Commentary 17/01/22: When you’re underwater…

Bruce looks at risk management, and how to react to the discomfort of your positions being underwater. Plus 3 stocks that updated on progress last week: Equals, Franchise Brands and Frenkel Topping. The FTSE 100 was up +1% to 7554, driven by banks and oil companies which have enjoyed a strong start to 2022 (BP […]

New and upcoming UK IPOs 2022 | i(x) Net Zero, Superdielectrics, ATOME Energy, Recycling Technologies, Carbon Air, Facilities by ADF

In this article, we will be looking at 6 recent and upcoming UK IPOs listed on the LSE, including: i(x) Net Zero PLC Superdielectrics Group PLC ATOME Energy PLC ATOM Recycling Technologies Group Ltd RTG Carbon Air Group PLC Facilities by ADF PLC ADF i(x) Net Zero PLC Opening date Late January 2022 Issue price […]

Rolls-Royce PLC | Investment in a greener future

As investors, we need to be nimble and embrace market developments wherever they may take us. Climate change, the topic of the moment, has sparked a cavalcade of “green” businesses that have caught my eye. My previous greener features include Insig AI (INSG), Kinovo (KINO), and *Powerhouse Energy (PHE) *before the valuation got silly. Rolls-Royce […]