Ian Pollard – Volex #VLX, Rothschild Praises Rejuvenated Management Team

Volex plc VLX Half year results to the 30th September  showed a solid performance with organic growth of 48% in underlying operating profit. This is all due to a rejuvenated management team with a clear strategy opines the Executive Chairman. With a continuing strong sales pipeline, the Board expects full year trading performance will be […]

Reiterate buy Concurrent Technologies #CNC says VectorVest. Significant growth potential as fundamentals continue to improve.

Colchester-based Concurrent Technologies Plc (CNC.L) develops and manufactures high-end embedded computer products for use in a wide range of high performance applications within the telecommunications, defence, security, telemetry, scientific and aerospace markets. Using mainly Intel® processors, including the latest generation Intel® Core™ i7 processors, Intel® Xeon® and Intel® Atom™ processors, the Company offers a wide […]

Ian Pollard: ABF – A Headline A Day

Associated British Foods ABF Yesterdays headline trumpeted that Primark blamed three periods of unseasonable weather for sales sliding by 2.1% over the year to the 15th September. But today a new day has dawned and brought with it new headlines as the media stands on its head and proclaims that today’s truth is that Primark […]

Ian Pollard – Direct Line #DLG delivers a robust fall in premiums

Direct Line Ins. Group DLG claims to have delivered a robust third quarter performance in a competitive market. Robust in this particular case being defined as a fall of 5.6% in gross written premiums, compared to the same quarter in 2017, Perhaps this is a definition which not many outside the company could bring themselves […]

Ken Baksh – November Market Report – Is it safe to put a toe in?

November 2018 Market Report During the month to October 31st, 2018, major equity markets displayed a very weak trend, falling by 8.52% overall and the VIX index rose sharply to 22.05. The month was the worst equity performance for more than six years. There continued to be an abundance of market moving news over what […]

Andrew Hore – Quoted Micro 5 November 2018

NEX EXCHANGE         Brewer Shepherd Neame (SHEP) has secured long-term facilities of £50m, which expires in 2023, and a £35m private placement of loan notes with BAE Systems Pensions Fund which lasts for 20 years. These replace existing loans. A revaluation of pub assets has delivered a £24m gain on book value. Mechanical and electrical […]

Ian Pollard – #BT Riddled In Jargon But ARPU is up 1%

BT Group plc BT.A claims that positive momentum in the second quarter resulted in encouraging results for the half year to the 30th September.That may be so but you will have to take BTs word for it because the update is riddled in jargon that much of it is meaningless to anybody who has not […]