Spire by St Brides

Andrew Hore – Quoted Micro 27 December 2017

NEX EXCHANGE   Good Energy (GOOD) has sold two operational 5MW solar farms in Devon and south Wales, plus further development rights, for £5.83m and £5.6m respectively. This should yield a profit of £750,000 on each solar farm. The south Wales site has additional land and development or sale of this land could yield an […]

Ken Baksh – Lots starting to happen in European Property Sector….

by Ken Baksh Ken has over 35 years of investment management experience, working for two major City institutions between 1976 and 2002. Since then he has been engaged as a self-employed investment consultant. He has worked with investment trusts, unit trusts, pension funds, charities, Life Fund,hedge fund and private clients. Individual asset managed have included direct […]

Ian Pollard – Pop Down To The Amazon, Will You, Pet

Tesco plc TSCO The competition and Markets Authority has given its blessing, or unconditional final clearance, as they say in the city, to Tesco’s proposed merger with Booker Group. Completion of the merger is expected in March after shareholders meetings in February. I can’t help thinking that Tesco will rue the day when management decided […]

Ian Pollard – Earthport Forced To Dive Deep Into The Jargon Drawer

Earthport EPO like so many companies faced with unexpected problems, management feels forced to dive deep into the jargon drawer in the false belief that if it can express itself in phraseology which only they and a few other of the initiated can understand, readers will be convinced that it must be doing a good […]

Andrew Hore – Quoted Micro 18 December 2017

NEX EXCHANGE Wine and beer maker Chapel Down Group (CDGP) has raised £18.53m at 50p a share and could raise up to £1.47m more via a one-for-35 open offer at the same share price. The latest acceptance date is 5 January. Chapel Down will invest in an additional 500 acres of vineyard land and more […]

Ian Pollard – Sports Direct Hit By UK High Street Woes

Sports Direct Intl SPD Mike Ashley claims a spectacular trading performance during the half year to the 29th October which is hardly justified by the reality of the situation, namely a fall  of 1% in UK sports retail revenue or 1.2% on a like for like basis. So, he limits his claim to the trading […]

Ian Pollard – Dixons Hit By Challenging Mobile Profitability

Dixons Carphone DC has found UK mobile profitability challenging during the half year to the 28th October to such an extent that it needs addressing which is really as good as admitting that they have not bothered to do so yet. Black Friday trading was at record levels in all geographies, without any explanation as […]

Ian Pollard – Ashtead (AHT) to exceed expectations

Ashtead Group AHT is to increase its interim dividend by 16% and will also over the next 18 months, commence a share buy back programme of up to £1bn. The second quarter results showed growth exceeding that achieved in the first quarter and it is expected that full year results will now exceed expectations. For […]

Ken Baksh – UK and US financials a hot sector for 2018?

by Ken Baksh Ken has over 35 years of investment management experience, working for two major City institutions between 1976 and 2002. Since then he has been engaged as a self-employed investment consultant. He has worked with investment trusts, unit trusts, pension funds, charities, Life Fund,hedge fund and private clients. Individual asset managed have included direct […]