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Emerging UK small companies
Dian
Posted: 17 March 2018 00:43:43(UTC)
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Joined: 09/10/2016(UTC)
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I found smaller companies are often under-researched compared to their larger companies. This means investors can often find overlooked opportunities. Could there be some opportunity for new investors in stocks listed below? Appreciate any thoughts and suggestions.

City of London Investment Group
Yule Catto
James Halstead
Stadium Group
Symphony International Technologies
Stanley Gibbons
XP Power
Empresaria Group plc
2 users thanked Dian for this post.
Jim S on 17/03/2018(UTC), Peter Sm on 17/03/2018(UTC)
Ermintrade
Posted: 17 March 2018 11:12:29(UTC)
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I don't know about those Dian, but have a look at Amino Technologies (AMO). I bought shares in AMO this week. It is a tech company, providing internet TV video solutions to network providers.
Its profits are up 9% in 2017, yet has a PE of 13.7 and net cash of £13 million. It pays a dividend of 3.2%. AMO exports its technology to 100 countries.
I intend to hold this company for some time, but obviously DYOR.
Regards
ermintrade
5 users thanked Ermintrade for this post.
Jim S on 17/03/2018(UTC), Peter Sm on 17/03/2018(UTC), Dian on 18/03/2018(UTC), gillyann on 18/03/2018(UTC), Aidan MacGinley on 27/05/2018(UTC)
Micawber
Posted: 17 March 2018 12:28:06(UTC)
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Dian;58871 wrote:
I found smaller companies are often under-researched compared to their larger companies. This means investors can often find overlooked opportunities. Could there be some opportunity for new investors in stocks listed below? Appreciate any thoughts and suggestions.

City of London Investment Group
Yule Catto
James Halstead
Stadium Group
Symphony International Technologies
Stanley Gibbons
XP Power
Empresaria Group plc


CLIG - maybe, it's a while since I held it or looked again at it, I recall the manager has a program to dispose of his shares (?), whether it is again an opportunity or not I can't say.

Stanley Gibbons - avoid. I baled out a few years ago before it crashed. I seem to recall it had big debts after taking over Noble coins and that its vital new website was a disaster. Have those things now been rectified? Has the poorly-performing management been changed? Do you think the sector of stamp and coin collecting is on an upswing or a fading relic of the nineteenth century? Are shares in the company really a diversification because of its sector, or just another failing old equity?

James Halstead on my watchlist since July 2016 when it was tipped. Glad I didn't buy, as it is up a paltry 9.4% since then. What does your analysis show of the revenue split between UK and overseas? Are floorings on an uptick (not in UK, where construction both institutional and domestic has slowed)?
3 users thanked Micawber for this post.
Jim S on 17/03/2018(UTC), Dian on 18/03/2018(UTC), gillyann on 18/03/2018(UTC)
Dian
Posted: 18 March 2018 03:10:00(UTC)
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Quote:
Micawber wrote:

CLIG - maybe, it's a while since I held it or looked again at it, I recall the manager has a program to dispose of his shares (?), whether it is again an opportunity or not I can't say.

Stanley Gibbons - avoid. I baled out a few years ago before it crashed. I seem to recall it had big debts after taking over Noble coins and that its vital new website was a disaster. Have those things now been rectified? Has the poorly-performing management been changed? Do you think the sector of stamp and coin collecting is on an upswing or a fading relic of the nineteenth century? Are shares in the company really a diversification because of its sector, or just another failing old equity?

James Halstead on my watchlist since July 2016 when it was tipped. Glad I didn't buy, as it is up a paltry 9.4% since then. What does your analysis show of the revenue split between UK and overseas? Are floorings on an uptick (not in UK, where construction both institutional and domestic has slowed)?


On James Halstead

In addition to their successive Queen's Awards, they have a portfolio of global brands such as Polyflor. This is one of the UK companies which can make money in emerging markets.Currently, I am gathering some information. It could be kind of emerging market play as well. This company has some good numbers. I don’t expect high earnings growth in the near future but it seems that they can maintain its relatively high rates of return on equity (ROE) and dividend payment. If I see great value in companies like this, I will grab them from my both hands. It also has relatively high profit margins while operating with median capital turns.

https://simplywall.st/st...st-industry-performance/
Aimstocks Microcaps
Posted: 27 May 2018 11:09:31(UTC)
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Joined: 23/09/2016(UTC)
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Could consider
Ilika IKA 21p
Tekcapital 17p

Uk aim tech stocks

Could provide more details if anyone’s interested
1 user thanked Aimstocks Microcaps for this post.
Dian on 28/05/2018(UTC)
Dian
Posted: 28 May 2018 09:25:15(UTC)
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Look also has some strength in the market. In addition to low PE, It also has a healthy balance sheet. AO World had substantial price increased on the LSE over the last few months. Amino Technologies plc is another value stock in the market. It seems value stocks will have their day specially second half of 2018 and in 2019.
Dian
Posted: 08 June 2018 09:30:04(UTC)
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XP Power Limited has delivered a better ROE than the Industry. Lookers rebounded very well after hitting 52 weeks low 78.50, and currently trading around 108.60. It has a potential to touch 130(52 week high) again if everything goes well.

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