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OPINION

Simon Thompson's share recommendations

Simon Thompson's share recommendations
October 2, 2013
Simon Thompson's share recommendations
IC TIP: Buy

The list of companies is alphabetical and chronological and the offer price used is the price in the article when the recommendation was made. The bid price is the latest bid price.

In some instances the share price has moved through my target prices and I am running profits. In others, such as Thorntons (THT), the price came within a whisker of my target price. Perhaps, I am doing myself an injustice to record a loss on the first two buy recommendations on that company, having seen the price rise in the order of 20 per cent following my advice to buy on two occasions, but I did put a stop-loss of 78p on the position which was triggered.

I have also ignored the upside from rights issues and open offers in the performance figures. For example, I advised taking up the open offer in marketing services group Communisis (CMS) in the first quarter of this year when the new shares were being offered at 40p. It proved a wise move because by July Communisis's shares had hit a multi-year high of 70p.

The telling statistic for me is that you would have made massive gains if you had followed my first advice to buy when I first instigated coverage on every share in the list. In other words, buying when I first spot the investment opportunity has reaped the greatest gains. It also highlights the fact that if you are patient, and are willing to be disciplined in your investment approach, then biding your time to buy in as close as possible to my entry points has reaped great financial rewards. In almost all the recommendations I have made there have been repeat buying opportunities after the dust has settled and the short-term traders have made their exit. And the best of the gains have undoubtedly been reaped by investors willing to run their profits as I have done.

For example, shares in Aim-traded financial services group and stockbroker Jarvis Securities (JIM) have soared by 72 per cent since I advised buying at the end of February and, although they hit my 400p target price, I am still inclined to run the huge profits as this is a company in an earnings upgrade cycle and one that doesn't appear to have ended. We have also made a 100 per cent return in the past six months on shares in Aim-traded Thalassa (THAL), a company that is making waves in seismic studies and permanent reservoir monitoring. On valuation grounds, I still believe there could be at least another 10 per cent plus upside in the shares as contract wins continue to drive further earnings upgrades.

True, some of the shares have yet to deliver, but on balance the focus on small caps for the vast majority of the past year has paid the greatest financial rewards. It's also worth noting that having made a winning trade I analyse why it has worked out in order to learn lessons for the future. You can too. This is one reason why I included 32 case studies in my new book, Stock Picking for Profit, highlighting the reasoning behind my decision to invest and what I was looking for to uncover these winning investments in the first place.

In the book, I have included case studies on the following 11 companies from the table below: BP Marsh & Partners (BPM), Communisis (CMS), Terrace Hill (THG), Jarvis Securities (JIM), Moss Bros (MOSB), Mountview Estates (MTVW), Netcall (NET), Netplay TV (NPT), Spark Ventures (SPK), Trading Emissions (TRE) and Henry Boot (BHY). Interestingly, they have generated some of the greatest gains, so the process behind the stockpicking, which I detail in depth in my book so that you too can replicate it, has certainly worked.

Needless to say, I will endeavour to keep up the good work and update you on progress on all of these companies, as well as initiating coverage on companies on my watchlist, as and when there is news to report on.

Simon Thompson's recommendations between 30 September 2012 and 1 October 2013

Date of recommendationCompany or trading positionOffer priceLatest bid pricePercentage change (%)Current adviceTarget price
8 July 201332Red (return adjusted for 2.5p special dividend)51.7563.527.5%Buy66
23 July 201332Red 5563.515.5%Buy66
27 August 201332Red 57.563.510.4%Buy66
23 September 201332Red 60.563.59.1%Buy66
7 January 2013Air Partner310460.2548.5%Buy530
7 August 2013Air Partner383460.2520.2%Buy530
17 September 2013Air Partner445460.253.4%Buy530
10 June 2013Amino Technologies839818.1%Buy115
23 July 2013Amino Technologies94984.3%Buy115
15 August 2013Amino Technologies10198-3.0%Buy115
3 December 2012API70711.4%Buy90
22 January 2013API8371-14.5%Buy90
15 February 2013API597120.3%Buy90
27 March 2013API65719.2%Buy90
11 June 2013API71710.0%Buy90
4 February 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)30.530.2525.9%Buy40
25 February 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)3930.25-1.6%Buy40
1 May 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)39.7530.25-3.4%Buy40
3 June 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)3830.251.0%Buy40
18 June 2013Aurora Russia (post tender offer at 52.3p a share)33.2530.25-9.0%Buy40
23 July 2013Aurora Russia (post tender offer at 52.3p a share)31.7530.25-4.7%Buy40
30 January 2013Bellway1,1011,39326.5%Closed1335
11 February 2013Bellway1,1581,39320.3%Closed1335
20 March 2013Bezant Resources(adjusted for 8p a share cash return)17.516.5-5.7%Buy35
28 March 2013Bezant Resources (adjusted for 8p a share cash return)21.516.5-23.3%Buy35
28 May 2013Bezant Resources2216.5-25.0%Buy35
3 June 2013Bezant Resources20.516.5-19.5%Buy35
29 July 2013Bezant Resources1616.53.1%Buy35
18 January 2013Bloomsbury Publishing12314921.1%Buy180
8 February 2013Bloomsbury Publishing11214933.0%Buy180
25 March 2013Bloomsbury Publishing11514929.6%Buy180
15 July 2013Bloomsbury Publishing13514910.4%Buy180
2 October 2013Bloomsbury Publishing151149-1.3%Buy180
8 July 2013Bovis820732-10.7%Hold for results900
14 August 2013Bovis791732-7.5%Hold for results900
30 September 2013Bovis7047324.0%Hold for results900
26 October 2012BP Marsh & Partners9014055.6%Buy160
31 January 2013BP Marsh & Partners12514012.0%Buy160
27 March 2013BP Marsh & Partners12214014.8%Buy160
28 May 2013BP Marsh & Partners12514012.0%Buy160
24 June 2013BP Marsh & Partners1281409.4%Buy160
29 July 2013BP Marsh & Partners1281409.4%Buy160
19 September 2013BP Marsh & Partners1371402.2%Buy160
26 November 2012Buy FTSE 100 on 11 December 20125,92164318.6%Buy6750
08 February 2013Cairn Energy287.2259-9.8%Buyna
25 August 2013Cairn Energy273259-5.1%Buyna
19 October 2012Communisis406255.0%Closed70
14 January 2013Communisis44.56239.3%Closed70
23 January 2013Communisis49.56225.3%Closed70
18 February 2013Communisis456237.8%Closed70
18 March 2013Communisis526219.2%Closed70
27 March 2013Communisis52.56218.1%Closed70
07 May 2013Communisis55.56211.7%Closed70
18 June 2013Communisis556212.7%Closed70
11 July 2013Communisis61.5620.8%Closed70
30 September 2013Conygar1311331.5%Buy165
3 December 2012Crystal Amber97.2513841.9%Run profitsna
22 January 2013Crystal Amber106.513829.6%Run profitsna
11 June 2013Crystal Amber1311385.3%Run profitsna
14 February 2013Daejan3,3003,93119.1%Run profits4500
1 May 2013Daejan4,0003,931-1.7%Run profits4500
4 July 2013Daejan3,7853,9313.9%Run profits4500
30 July 2013Daejan4,0003,931-1.7%Run profits4500
16 September 2013Dragon-Ukranian Property & Development34.534-1.4%Buy57
2 July 2013Entertainment One19922111.1%Buy240
29 July 2013Entertainment One2042218.3%Buy240
19 August 2013Entertainment One2182211.4%Buy240
10 September 2013Entertainment One2202210.5%Buy240
20 November 2012Eros20024020.0%Buy350
15 January 2013Eros247240-2.8%Buy350
11 September 2013Eros280240-14.3%Buy350
1 October 2013Eros250240-4.0%Buy350
8 February 2013Eurovestech6.757.257.4%Buy10
30 July 2013Eurovestech77.253.6%Buy10
8 February 2013Fairpoint98.2512527.2%Buy130
18 March 2013Fairpoint10712516.8%Buy130
29 July 2013Fairpoint10412520.2%Buy130
25 August 2013Fairpoint1171256.8%Buy130
23 November 2012First Property1822.7526.4%Buy27.5
12 August 2013First Property22.522.751.1%Buy27.5
25 October 2012FTSE 100 Traded options25435037.8%Closedna
3 January 2013FTSE 100 Traded options17623734.7%Closedna
8 October 2012Future 13.51940.7%Closedna
17 December 2012Global Energy Development10398-4.9%Buy140
12 March 2013Global Energy Development96982.1%Buy140
27 March 2013Global Energy Development93985.4%Buy140
8 May 2013Global Energy Development789825.6%Buy140
2 July 2013Global Energy Development739834.2%Buy140
5 September 2013Global Energy Development849816.7%Buy140
23 September 2013Global Energy Development10098-2.0%Buy140
18 March 2013Greenko138.5120-13.4%Buy200
9 May 2013Greenko125120-4.0%Buy200
28 May 2013Greenko125120-4.0%Buy200
3 June 2013Greenko132120-9.1%Buy200
29 July 2013Greenko130120-7.7%Buy200
12 November 2012Henry Boot12418347.6%Buyna
8 February 2013Heritage Oil202.3175-13.5%Buyna
3 May 2013Heritage Oil14817518.2%Buyna
20 May 2013Heritage Oil15117515.9%Buyna
9 September 2013Heritage Oil183.5175-4.6%Buyna
1 October 2012Indigovision (entry price adjusted for special dividends)355305-14.1%Closedna
12 November 2012Indigovision324305-5.9%Closedna
3 June 2013Indigovision405305-24.7%Closedna
8 February 2013Indigovision 317305-3.8%Closedna
8 February 2013Inland Homes23.540.572.3%Buy45
28 March 2013Inland Homes27.540.547.3%Buy45
28 May 2013Inland Homes29.540.537.3%Buy45
14 August 2013Inland Homes32.2540.525.6%Buy45
25 September 2013Inland Homes38.540.55.2%Buy45
22 October 2012IQE31.529.75-5.6%Buy35
10 January 2013IQE3329.75-9.8%Buy35
13 February 2013IQE3529.75-15.0%Buy35
22 February 2013IQE2929.752.6%Buy35
27 March 2013IQE26.529.7512.3%Buy35
3 May 2013IQE23.2529.7528.0%Buy35
11 July 2013IQE20.7529.7543.4%Buy35
29 July 2013IQE2529.7519.0%Buy35
22 August 2013IQE29.7529.750.0%Buy35
23 September 2013IQE26.529.7512.3%Buy35
25 February 2013Jarvis Securities22038072.7%Run profitsna
25 March 2013Jarvis Securities26938041.3%Run profitsna
15 May 2013Jarvis Securities28538033.3%Run profitsna
1 July 2013Jarvis Securities29038031.0%Run profitsna
29 July 2013Jarvis Securities33538013.4%Run profitsna
16 August 2013Jarvis Securities400380-5.0%Run profitsna
6 May 2013KBC Advanced Technologies698827.5%Buy100
6 September 2013KBC Advanced Technologies808810.0%Buy100
24 September 2013KBC Advanced Technologies85883.5%Buy100
15 May 2013LMS Capital (return adjusted for tender offer at 90p in July)71.573.56.8%Buy90
17 June 2013LMS Capital (return adjusted for tender offer at 90p in July)74.573.52.5%Buy90
4 July 2013LMS Capital (return adjusted for tender offer at 90p in July)78.573.5-2.8%Buy90
30 July 2013LMS Capital (return adjusted for tender offer at 90p in July)78.573.5-2.8%Buy90
6 September 2013Macau Property Opportunities17719610.7%Buy220
24 September 2013Macau Property Opportunities1931961.6%Buy220
11 February 2013Marwyn Value Investors14316918.2%Buy185
28 March 2013Marwyn Value Investors14716915.0%Buy185
14 May 2013Marwyn Value Investors15116911.9%Buy185
2 July 2013Marwyn Value Investors1591696.3%Buy185
29 July 2013Marwyn Value Investors157.51697.3%Buy185
10 September 2013Marwyn Value Investors1631693.7%Buy185
31 December 2012MJ Gleeson1771875.6%Closedna
11 January 2013MJ Gleeson1801873.9%Closedna
29 October 2012Molins12516834.4%Run profits220
31 December 2012Molins14016820.0%Run profits220
8 February 2013Molins1671680.6%Run profits220
15 July 2013Molins1651681.8%Buy220
2 September 2013Molins1651681.8%Buy220
1 October 2012Moss Bros48.56840.2%Run profits80
14 January 2013Moss Bros7068-2.9%Run profits80
6 June 2013Moss Bros576819.3%Buy80
2 September 2013Moss Bros64686.3%Buy80
12 February 2013Mountview Estates5,0756,35025.1%Buyna
1 May 2013Mountview Estates5,6006,35013.4%Run profitsna
30 July 2013Mountview Estates5,8306,3508.9%Run profitsna
1 October 2012Netcall304136.7%Buy48
15 January 2013Netcall314132.3%Buy48
1 July 2013Netcall39.5413.8%Buy48
23 July 2013Netcall40.5411.2%Buy48
1 October 2013Netcall41410.0%Buy48
11 February 2013Netplay TV12.51844.0%Buy21
12 March 2013Netplay TV16.75187.5%Buy21
2 May 2013Netplay TV16.5189.1%Buy21
17 June 2013Netplay TV17.5182.9%Buy21
9 July 2013Netplay TV17.5182.9%Buy21
22 August 2013Netplay TV18.518-2.7%Buy21
11 September 2013Netplay TV1918-5.3%Buy21
31 December 2012Noble Investments19525631.3%Buyna
8 February 2013Noble Investments199.425628.4%Buyna
6 August 2013Noble Investments20825623.1%Buyna
2 September 2013Noble Investments2352568.9%Buyna
8 February 2013Oakley Capital Investments139.716216.0%Buyna
25 August 2013Oakley Capital Investments1491628.7%Buyna
18 September 2013Oakley Capital Investments1561623.8%Buyna
10 December 2012Pair trade: Long FTSE 350 housebuilders short FTSE 10010,00012,65626.6%Closedna
3 June 2013Pilat Global Media496124.5%Buy72
15 August 2013Pilat Global Media58615.2%Buy72
2 September 2013Pilat Global Media6261-1.6%Buy72
8 February 2013Polo Resources24.523-6.1%Buy35
18 March 2013Polo Resources2623-11.5%Buy35
03 May 2013Polo Resources22.75231.1%Buy35
15 May 2013Polo Resources2723-14.8%Buy35
24 June 2013Polo Resources20.252313.6%Buy35
21 August 2013Polo Resources20.52312.2%Buy35
21 August 2013Polo Resources21.25238.2%Buy35
9 September 2013Polo Resources22.5232.2%Buy35
21 January 2013PV Crystalox Solar12.1410.25-15.6%Buyna
25 March 2013PV Crystalox Solar10.7510.25-4.7%Buyna
20 May 2013PV Crystalox Solar11.510.25-10.9%Buyna
2 July 2013PV Crystalox Solar1210.25-14.6%Buyna
19 August 2013PV Crystalox Solar1110.25-6.8%Buyna
8 February 2013Randall & Quilter113.314427.1%Buy145
18 March 2013Randall & Quilter13014410.8%Buy145
2 September 2013Randall & Quilter1381444.3%Buy145
11 March 2013Raven Russia 6975.59.4%Buy90
20 May 2013Raven Russia 7975.5-4.4%Buy90
14 August 2013Raven Russia 69.2575.59.0%Buy90
2 September 2013Raven Russia 73.575.52.7%Buy90
11 March 2013Raven Russia call warrants455215.6%Buy90
11 March 2013S&P 500 Societe Generale covered call warrant, SD3261.760-2.8%Closedna
27 September 2012S&P Dog shares portfolio10,00011,78017.8%Closedna
15 October 2012Sanderson405742.5%Buy60
5 February 2013Sanderson51.55710.7%Buy60
14 March 2013Sanderson495716.3%Buy60
6 June 2013Sanderson495716.3%Buy60
15 August 2013Sanderson53577.5%Buy60
8 November 2012Spark Ventures (entry point adjusted for special dividend)8.751348.6%Buy13.5-14
13 March 2013Spark Ventures 10.251326.8%Buy13.5-14
9 May 2013Spark Ventures111318.2%Buy13.5-14
29 July 2013Spark Ventures11.751310.6%Buy13.5-14
24 September 2013Spark Ventures12.25136.1%Buy13.5-14
5 November 2012Stanley Gibbons 21727325.8%Closedna
11 January 2013Stanley Gibbons 23527316.2%Closedna
16 September 2013Stanley Gibbons 3033246.9%Buyna
3 December 2012Sutton Harbour3524.5-30.0%Buyna
22 January 2013Sutton Harbour2924.5-15.5%Buyna
27 March 2013Sutton Harbour2424.52.1%Buyna
12 August 2013Sutton Harbour25.524.5-3.9%Buyna
23 October 2012Telford Homes 14220242.3%Closedna
31 December 2012Telford Homes 17720214.1%Closedna
8 February 2013Terrace Hill15.42242.9%Buyna
18 March 2013Terrace Hill17.752223.9%Buyna
2 May 2013Terrace Hill18.52218.9%Buyna
28 May 2013Terrace Hill20.5227.3%Buyna
25 August 2013Terrace Hill2322-4.3%Buyna
19 March 2013Thalassa135270100.0%Buy300
27 March 2013Thalassa14627084.9%Buy300
1 May 2013Thalassa14127091.5%Buy300
6 June 2013Thalassa14727083.7%Buy300
1 August 2013Thalassa16127067.7%Buy300
12 September 2013Thalassa2552705.9%Buy300
13 May 2013Thorntons82.578-5.5%ClosedStopped out at 78p
17 June 2013Thorntons85.2578-8.5%ClosedStopped out at 78p
23 July 2013Thorntons82.7578-5.7%ClosedStopped out at 78p
18 February 2013Town Centre Securities19822513.6%Run profits230
2 May 2013Town Centre Securities20022512.5%Run profits230
30 September 2013Town Centre Securities2222251.4%Run profits230
12 November 2012Trading Emissions (return adjusted for dividends of 6p and 15p a share)23.516.2558.5%Hold na
10 January 2013Trading Emissions (entry point adjusted for 15p and 6p dividends)31.516.2518.3%Hold na
8 February 2013Trading Emissions (price adjusted for capital return of 15p)24.516.2527.6%Hold na
27 March 2013Trading Emissions (price adjusted for capital return of 15p)2316.2535.9%Hold na
24 June 2013Trading Emissions (price adjusted for capital return of 15p)3316.25-5.3%Hold na
29 July 2013Trading Emissions17.516.25-7.1%Hold 25
19 September 2013Trading Emissions19.2516.25-15.6%Hold 25
20 September 2013Trading Emissions16.516.25-1.5%Hold 25
13 May 2013Treat44061038.6%Closed600
28 May 2013Treat54561011.9%Closed600
8 February 2013Trifast 51.967.530.1%Buy72
20 May 2013Trifast 5667.520.5%Buy72
19 August 2013Trifast 60.2567.512.0%Buy72
19 February 2013WH Ireland627317.7%Buy90
28 March 2013WH Ireland657312.3%Buy90
14 May 2013WH Ireland627317.7%Buy90
2 August 2013WH Ireland617319.7%Buy90

Since the start of last week, I have published ten other articles last week on the following companies:

Global Energy Developments ('Waiting for pay dirt', 23 September 2013)

IQE ('IQE profit-taking presents buying opportunity', 23 September 2013)

32Red ('IQE profit-taking presents buying opportunity', 23 September 2013)

Spark Ventures ('Banking on more cash returns', 24 September 2013)

Macau Property Opportunities ('Blue sky territory', 24 September 2013)

KBC Advanced Technologies ('Riding an earnings upgrade cycle', 24 September 2013)

Inland ('Buying opportunity ahead of results', 25 September 2013)

US Dog share portfolio ('Easy as pie', 27 September 2013)

Conygar ('Shrewd insider buying at a property play', 30 September 2013)

Netcall ('Ringing the right tune', 1 October 2013)

Eros ('Ringing the right tune', 1 October 2013)

Bloomsbury Publishing ('An e-commerce winner, 2 October 2013)

Finally, in response to requests from dozens of readers, I have published an article outlining the content of my new book, Stock Picking for Profit: 'Secrets to successful stock picking'

 

 

DateCompany or trading positionOffer priceLatest bid pricePercentage change (%)Current adviceTarget price
8 July 201332Red (return adjusted for 2.5p special dividend)51.7563.527.5%Buy66
23 July 201332Red 5563.515.5%Buy66
27 August 201332Red 57.563.510.4%Buy66
23 September 201332Red 60.563.59.1%Buy66
7 January 2013Air Partner310460.2548.5%Buy450
7 August 2013Air Partner383460.2520.2%Buy450
17 September 2013Air Partner445460.253.4%Buy530
10 June 2013Amino Technologies839818.1%Buy100
23 July 2013Amino Technologies94984.3%Buy100
15 August 2013Amino Technologies10198-3.0%Buy115
3 December 2012API70711.4%Buyna
22 January 2013API8371-14.5%Buy70
15 February 2013API597120.3%Buy70
27 March 2013API65719.2%Buyna
11 June 2013API71710.0%Buy90
4 February 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)30.530.2525.9%Buy45
25 February 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)3930.25-1.6%Buy45
1 May 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)39.7530.25-3.4%Buy45
3 June 2013Aurora Russia (return adjusted for tender offer at 52.3p a share)3830.251.0%Buyna
18 June 2013Aurora Russia (post tender offer at 52.3p a share)33.2530.25-9.0%Buy40
23 July 2013Aurora Russia (post tender offer at 52.3p a share)31.7530.25-4.7%Buy40
30 January 2013Bellway1,1011,39326.5%Closed1335
11 February 2013Bellway1,1581,39320.3%Closed1335
20 March 2013Bezant Resources (adjusted for 8p a share cash return)17.516.5-5.7%Buy35
28 March 2013Bezant Resources (adjusted for 8p a share cash return)21.516.5-23.3%Buy35
28 May 2013Bezant Resources2216.5-25.0%Buy35
3 June 2013Bezant Resources20.516.5-19.5%Buy35
29 July 2013Bezant Resources1616.53.1%Buyna
18 January 2013Bloomsbury Publishing12314921.1%Buy180
8 February 2013Bloomsbury Publishing11214933.0%Buy180
25 March 2013Bloomsbury Publishing11514929.6%Buy180
15 July 2013Bloomsbury Publishing13514910.4%Buy180
2 October 2013Bloomsbury Publishing151149-1.3%Buy180
8 July 2013Bovis820732-10.7%Hold for results900
14 August 2013Bovis791732-7.5%Hold for results900
30 September 2013Bovis7047324.0%Hold for results900
26 October 2012BP Marsh & Partners9014055.6%Buy160
31 January 2013BP Marsh & Partners12514012.0%Buy160
27 March 2013BP Marsh & Partners12214014.8%Buy160
28 May 2013BP Marsh & Partners12514012.0%Buy160
24 June 2013BP Marsh & Partners1281409.4%Buy160
29 July 2013BP Marsh & Partners1281409.4%Buy160
19 September 2013BP Marsh & Partners1371402.2%Buy160
26 November 2012Buy FTSE 100 on 11 December 20125,9216,4318.6%Buy6750
8 February 2013Cairn Energy287.2259-9.8%Buyna
25 August 2013Cairn Energy273259-5.1%Buyna
19 October 2012Communisis406255.0%Closed70
14 January 2013Communisis44.56239.3%Closed70
23 January 2013Communisis49.56225.3%Closed70
18 February 2013Communisis456237.8%Closed70
18 March 2013Communisis526219.2%Closed70
27 March 2013Communisis52.56218.1%Closed70
7 May 2013Communisis55.56211.7%Closed70
18 June 2013Communisis556212.7%Closed70
11 July 2013Communisis61.5620.8%Closed70
30 September 2013Conygar1311331.5%Buy165
3 December 2012Crystal Amber97.2513841.9%Run profitsna
22 January 2013Crystal Amber106.513829.6%Run profitsna
11 June 2013Crystal Amber1311385.3%Run profitsna
14 February 2013Daejan3,3003,93119.1%Run profits4000
1 May 2013Daejan4,0003,931-1.7%Run profits4000
4 July 2013Daejan3,7853,9313.9%Run profits4000
30 July 2013Daejan4,0003,931-1.7%Run profits4500
16 September 2013Dragon-Ukranian Property & Development34.534-1.4%Buy57
2 July 2013Entertainment One19922111.1%Buy240
29 July 2013Entertainment One2042218.3%Buy240
19 August 2013Entertainment One2182211.4%Buy240
10 September 2013Entertainment One2202210.5%Buy240
20 November 2012Eros20024020.0%Buy350
15 January 2013Eros247240-2.8%Buy350
11 September 2013Eros280240-14.3%Buy350
1 October 2013Eros250240-4.0%Buy350
8 February 2013Eurovestech6.757.257.4%Buy10
30 July 2013Eurovestech77.253.6%Buy10
8 February 2013Fairpoint98.2512527.2%Buy130
18 March 2013Fairpoint10712516.8%Buy130
29 July 2013Fairpoint10412520.2%Buy130
25 August 2013Fairpoint1171256.8%Buy130
23 November 2012First Property1822.7526.4%Buy27.5
12 August 2013First Property22.522.751.1%Buy27.5
25 October 2012FTSE 100 Traded options25435037.8%Closedna
3 January 2013FTSE 100 Traded options17623734.7%Closedna
8 October 2012Future 13.51940.7%Closedna
17 December 2012Global Energy Development10398-4.9%Buy140
12 March 2013Global Energy Development96982.1%Buy140
27 March 2013Global Energy Development93985.4%Buy140
8 May 2013Global Energy Development789825.6%Buy140
2 July 2013Global Energy Development739834.2%Buy140
5 September 2013Global Energy Development849816.7%Buy140
23 September 2013Global Energy Development10098-2.0%Buy140
18 March 2013Greenko138.5120-13.4%Buy200
9 May 2013Greenko125120-4.0%Buy200
28 May 2013Greenko125120-4.0%Buy200
3 June 2013Greenko132120-9.1%Buy200
29 July 2013Greenko130120-7.7%Buy200
12 November 2012Henry Boot12418347.6%Buyna
8 February 2013Heritage Oil202.3175-13.5%Buyna
3 May 2013Heritage Oil14817518.2%Buyna
20 May 2013Heritage Oil15117515.9%Buyna
9 September 2013Heritage Oil183.5175-4.6%Buyna
1 October 2012Indigovision (entry price adjusted for special dividends)355305-14.1%Closedna
12 November 2012Indigovision324305-5.9%Closedna
3 June 2013Indigovision405305-24.7%Closed490
8 February 2013Indigovision 317305-3.8%Closedna
8 February 2013Inland Homes23.540.572.3%Buy45
28 March 2013Inland Homes27.540.547.3%Buy45
28 May 2013Inland Homes29.540.537.3%Buy45
14 August 2013Inland Homes32.2540.525.6%Buy45
25 September 2013Inland Homes38.540.55.2%Buy45
22 October 2012IQE31.529.75-5.6%Buy35
10 January 2013IQE3329.75-9.8%Buy35
13 February 2013IQE3529.75-15.0%Buy35
22 February 2013IQE2929.752.6%Buy35
27 March 2013IQE26.529.7512.3%Buy35
3 May 2013IQE23.2529.7528.0%Buy35
11 July 2013IQE20.7529.7543.4%Buy35
29 July 2013IQE2529.7519.0%Buy35
22 August 2013IQE29.7529.750.0%Buy35
23 September 2013IQE26.529.7512.3%Buy35
25 February 2013Jarvis Securities22038072.7%Run profits365
25 March 2013Jarvis Securities26938041.3%Run profits365
15 May 2013Jarvis Securities28538033.3%Run profits365
1 July 2013Jarvis Securities29038031.0%Run profits365
29 July 2013Jarvis Securities33538013.4%Run profits365
16 August 2013Jarvis Securities400380-5.0%Run profits365
6 May 2013KBC Advanced Technologies698827.5%Buy100
6 September 2013KBC Advanced Technologies808810.0%Buy100
24 September 2013KBC Advanced Technologies85883.5%Buy100
15 May 2013LMS Capital (return adjusted for tender offer at 90p in July)71.573.56.8%Buy90
17 June 2013LMS Capital (return adjusted for tender offer at 90p in July)74.573.52.5%Buy90
4 July 2013LMS Capital (return adjusted for tender offer at 90p in July)78.573.5-2.8%Buy90
30 July 2013LMS Capital (return adjusted for tender offer at 90p in July)78.573.5-2.8%Buy90
6 September 2013Macau Property Opportunities17719610.7%Buy220
24 September 2013Macau Property Opportunities1931961.6%Buy220
11 February 2013Marwyn Value Investors14316918.2%Buy185
28 March 2013Marwyn Value Investors14716915.0%Buy185
14 May 2013Marwyn Value Investors15116911.9%Buy185
2 July 2013Marwyn Value Investors1591696.3%Buy185
29 July 2013Marwyn Value Investors157.51697.3%Buy185
10 September 2013Marwyn Value Investors1631693.7%Buy185
31 December 2012MJ Gleeson1771875.6%Closedna
11 January 2013MJ Gleeson1801873.9%Closedna
29 October 2012Molins12516834.4%Run profits220
31 December 2012Molins14016820.0%Run profits220
8 February 2013Molins1671680.6%Run profits220
15 July 2013Molins1651681.8%Buy220
2 September 2013Molins1651681.8%Buy220
1 October 2012Moss Bros48.56840.2%Run profits80
14 January 2013Moss Bros7068-2.9%Run profits80
6 June 2013Moss Bros576819.3%Buy80
2 September 2013Moss Bros64686.3%Buy80
12 February 2013Mountview Estates5,0756,35025.1%Buy5600
1 May 2013Mountview Estates5,6006,35013.4%Run profits5600
30 July 2013Mountview Estates5,8306,3508.9%Run profits6300
1 October 2012Netcall304136.7%Buy48
15 January 2013Netcall314132.3%Buy48
1 July 2013Netcall39.5413.8%Buy48
23 July 2013Netcall40.5411.2%Buy48
1 October 2013Netcall41410.0%Buy48
11 February 2013Netplay TV12.51844.0%Buy20
12 March 2013Netplay TV16.75187.5%Buy20
2 May 2013Netplay TV16.5189.1%Buy21
17 June 2013Netplay TV17.5182.9%Buy21
9 July 2013Netplay TV17.5182.9%Buy21
22 August 2013Netplay TV18.518-2.7%Buy21
11 September 2013Netplay TV1918-5.3%Buy21
31 December 2012Noble Investments19525631.3%Buyna
8 February 2013Noble Investments199.425628.4%Buyna
6 August 2013Noble Investments20825623.1%Buy250
2 September 2013Noble Investments2352568.9%Buy250
8 February 2013Oakley Capital Investments139.716216.0%Buyna
25 August 2013Oakley Capital Investments1491628.7%Buyna
18 September 2013Oakley Capital Investments1561623.8%Buyna
10 December 2012Pair trade: Long FTSE 350 housebuilders short FTSE 10010,00012,65626.6%Closedna
3 June 2013Pilat Global Media496124.5%Buy72
15 August 2013Pilat Global Media58615.2%Buy72
2 September 2013Pilat Global Media6261-1.6%Buy72
8 February 2013Polo Resources24.523-6.1%Buy35
18 March 2013Polo Resources2623-11.5%Buy35
3 May 2013Polo Resources22.75231.1%Buyna
15 May 2013Polo Resources2723-14.8%Buy35
24 June 2013Polo Resources20.252313.6%Buy35
21 August 2013Polo Resources20.52312.2%Buy35
21 August 2013Polo Resources21.25238.2%Buy35
9 September 2013Polo Resources22.5232.2%Buy36
21 January 2013PV Crystalox Solar12.1410.25-15.6%Buy12
25 March 2013PV Crystalox Solar10.7510.25-4.7%Buyna
20 May 2013PV Crystalox Solar11.510.25-10.9%Buyna
2 July 2013PV Crystalox Solar1210.25-14.6%Buyna
19 August 2013PV Crystalox Solar1110.25-6.8%Buyna
8 February 2013Randall & Quilter113.314427.1%Buy145
18 March 2013Randall & Quilter13014410.8%Buy145
2 September 2013Randall & Quilter1381444.3%Buy145
11 March 2013Raven Russia 6975.59.4%Buy90
20 May 2013Raven Russia 7975.5-4.4%Buy90
14 August 2013Raven Russia 69.2575.59.0%Buy90
2 September 2013Raven Russia 73.575.52.7%Buy90
11 March 2013Raven Russia call warrants455215.6%Buy90
11 March 2013S&P 500 Societe Generale covered call warrant, SD3261.760-2.8%Closedna
27 September 2012S&P Dog shares portfolio10,00011,78017.8%Closedna
15 October 2012Sanderson405742.5%Buy60
5 February 2013Sanderson51.55710.7%Buy60
14 March 2013Sanderson495716.3%Buy60
6 June 2013Sanderson495716.3%Buy60
15 August 2013Sanderson53577.5%Buy60
8 November 2012Spark Ventures (entry point adjusted for special dividend)8.751348.6%Buy13.5-14
13 March 2013Spark Ventures 10.251326.8%Buy13.5-14
9 May 2013Spark Ventures111318.2%Buy13.5-14
29 July 2013Spark Ventures11.751310.6%Buy13.5-14
24 September 2013Spark Ventures12.25136.1%Buy13.5-14
5 November 2012Stanley Gibbons 21727325.8%Closedna
11 January 2013Stanley Gibbons 23527316.2%Closedna
16 September 2013Stanley Gibbons 3033246.9%Buyna
3 December 2012Sutton Harbour3524.5-30.0%Buyna
22 January 2013Sutton Harbour2924.5-15.5%Buyna
27 March 2013Sutton Harbour2424.52.1%Buyna
12 August 2013Sutton Harbour25.524.5-3.9%Buyna
23 October 2012Telford Homes 14220242.3%Closedna
31 December 2012Telford Homes 17720214.1%Closedna
8 February 2013Terrace Hill15.42242.9%Buy22
18 March 2013Terrace Hill17.752223.9%Buy22
2 May 2013Terrace Hill18.52218.9%Buy23
28 May 2013Terrace Hill20.5227.3%Buy23
25 August 2013Terrace Hill2322-4.3%Buy23
19 March 2013Thalassa135270100.0%Buy300
27 March 2013Thalassa14627084.9%Buy300
1 May 2013Thalassa14127091.5%Buy300
6 June 2013Thalassa14727083.7%Buy300
1 August 2013Thalassa16127067.7%Buy300
12 September 2013Thalassa2552705.9%Buy300
13 May 2013Thorntons82.578-5.5%ClosedStopped out at 78p
17 June 2013Thorntons85.2578-8.5%ClosedStopped out at 78p
23 July 2013Thorntons82.7578-5.7%ClosedStopped out at 78p
18 February 2013Town Centre Securities19822513.6%Run profits230
2 May 2013Town Centre Securities20022512.5%Run profits230
30 September 2013Town Centre Securities2222251.4%Run profits 
12 November 2012Trading Emissions (return adjusted for dividends of 6p and 15p a share)23.516.2558.5%Hold na
10 January 2013Trading Emissions (entry point adjusted for 15p and 6p dividends)31.516.2518.3%Hold na
8 February 2013Trading Emissions (price adjusted for capital return of 15p)24.516.2527.6%Hold na
27 March 2013Trading Emissions (price adjusted for capital return of 15p)2316.2535.9%Hold 30
24 June 2013Trading Emissions (price adjusted for capital return of 15p)3316.25-5.3%Hold 40
29 July 2013Trading Emissions17.516.25-7.1%Hold 25
19 September 2013Trading Emissions19.2516.25-15.6%Hold 25
20 September 2013Trading Emissions16.516.25-1.5%Hold na
13 May 2013Treat44061038.6%Closed600
28 May 2013Treat54561011.9%Closed600
8 February 2013Trifast 51.967.530.1%Buyna
20 May 2013Trifast 5667.520.5%Buy72
19 August 2013Trifast 60.2567.512.0%Buy72
19 February 2013WH Ireland627317.7%Buyna
28 March 2013WH Ireland657312.3%Buyna
14 May 2013WH Ireland627317.7%Buyna
2 August 2013WH Ireland617319.7%Buy90