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 recommendation | Company or trading position | Offer price | Latest bid price | Percentage change (%) | Current advice | Target price |
8 July 2013 | 32Red (return adjusted for 2.5p special dividend) | 51.75 | 63.5 | 27.5% | Buy | 66 |
23 July 2013 | 32Red | 55 | 63.5 | 15.5% | Buy | 66 |
27 August 2013 | 32Red | 57.5 | 63.5 | 10.4% | Buy | 66 |
23 September 2013 | 32Red | 60.5 | 63.5 | 9.1% | Buy | 66 |
7 January 2013 | Air Partner | 310 | 460.25 | 48.5% | Buy | 530 |
7 August 2013 | Air Partner | 383 | 460.25 | 20.2% | Buy | 530 |
17 September 2013 | Air Partner | 445 | 460.25 | 3.4% | Buy | 530 |
10 June 2013 | Amino Technologies | 83 | 98 | 18.1% | Buy | 115 |
23 July 2013 | Amino Technologies | 94 | 98 | 4.3% | Buy | 115 |
15 August 2013 | Amino Technologies | 101 | 98 | -3.0% | Buy | 115 |
3 December 2012 | API | 70 | 71 | 1.4% | Buy | 90 |
22 January 2013 | API | 83 | 71 | -14.5% | Buy | 90 |
15 February 2013 | API | 59 | 71 | 20.3% | Buy | 90 |
27 March 2013 | API | 65 | 71 | 9.2% | Buy | 90 |
11 June 2013 | API | 71 | 71 | 0.0% | Buy | 90 |
4 February 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 30.5 | 30.25 | 25.9% | Buy | 40 |
25 February 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 39 | 30.25 | -1.6% | Buy | 40 |
1 May 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 39.75 | 30.25 | -3.4% | Buy | 40 |
3 June 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 38 | 30.25 | 1.0% | Buy | 40 |
18 June 2013 | Aurora Russia (post tender offer at 52.3p a share) | 33.25 | 30.25 | -9.0% | Buy | 40 |
23 July 2013 | Aurora Russia (post tender offer at 52.3p a share) | 31.75 | 30.25 | -4.7% | Buy | 40 |
30 January 2013 | Bellway | 1,101 | 1,393 | 26.5% | Closed | 1335 |
11 February 2013 | Bellway | 1,158 | 1,393 | 20.3% | Closed | 1335 |
20 March 2013 | Bezant Resources(adjusted for 8p a share cash return) | 17.5 | 16.5 | -5.7% | Buy | 35 |
28 March 2013 | Bezant Resources (adjusted for 8p a share cash return) | 21.5 | 16.5 | -23.3% | Buy | 35 |
28 May 2013 | Bezant Resources | 22 | 16.5 | -25.0% | Buy | 35 |
3 June 2013 | Bezant Resources | 20.5 | 16.5 | -19.5% | Buy | 35 |
29 July 2013 | Bezant Resources | 16 | 16.5 | 3.1% | Buy | 35 |
18 January 2013 | Bloomsbury Publishing | 123 | 149 | 21.1% | Buy | 180 |
8 February 2013 | Bloomsbury Publishing | 112 | 149 | 33.0% | Buy | 180 |
25 March 2013 | Bloomsbury Publishing | 115 | 149 | 29.6% | Buy | 180 |
15 July 2013 | Bloomsbury Publishing | 135 | 149 | 10.4% | Buy | 180 |
2 October 2013 | Bloomsbury Publishing | 151 | 149 | -1.3% | Buy | 180 |
8 July 2013 | Bovis | 820 | 732 | -10.7% | Hold for results | 900 |
14 August 2013 | Bovis | 791 | 732 | -7.5% | Hold for results | 900 |
30 September 2013 | Bovis | 704 | 732 | 4.0% | Hold for results | 900 |
26 October 2012 | BP Marsh & Partners | 90 | 140 | 55.6% | Buy | 160 |
31 January 2013 | BP Marsh & Partners | 125 | 140 | 12.0% | Buy | 160 |
27 March 2013 | BP Marsh & Partners | 122 | 140 | 14.8% | Buy | 160 |
28 May 2013 | BP Marsh & Partners | 125 | 140 | 12.0% | Buy | 160 |
24 June 2013 | BP Marsh & Partners | 128 | 140 | 9.4% | Buy | 160 |
29 July 2013 | BP Marsh & Partners | 128 | 140 | 9.4% | Buy | 160 |
19 September 2013 | BP Marsh & Partners | 137 | 140 | 2.2% | Buy | 160 |
26 November 2012 | Buy FTSE 100 on 11 December 2012 | 5,921 | 6431 | 8.6% | Buy | 6750 |
08 February 2013 | Cairn Energy | 287.2 | 259 | -9.8% | Buy | na |
25 August 2013 | Cairn Energy | 273 | 259 | -5.1% | Buy | na |
19 October 2012 | Communisis | 40 | 62 | 55.0% | Closed | 70 |
14 January 2013 | Communisis | 44.5 | 62 | 39.3% | Closed | 70 |
23 January 2013 | Communisis | 49.5 | 62 | 25.3% | Closed | 70 |
18 February 2013 | Communisis | 45 | 62 | 37.8% | Closed | 70 |
18 March 2013 | Communisis | 52 | 62 | 19.2% | Closed | 70 |
27 March 2013 | Communisis | 52.5 | 62 | 18.1% | Closed | 70 |
07 May 2013 | Communisis | 55.5 | 62 | 11.7% | Closed | 70 |
18 June 2013 | Communisis | 55 | 62 | 12.7% | Closed | 70 |
11 July 2013 | Communisis | 61.5 | 62 | 0.8% | Closed | 70 |
30 September 2013 | Conygar | 131 | 133 | 1.5% | Buy | 165 |
3 December 2012 | Crystal Amber | 97.25 | 138 | 41.9% | Run profits | na |
22 January 2013 | Crystal Amber | 106.5 | 138 | 29.6% | Run profits | na |
11 June 2013 | Crystal Amber | 131 | 138 | 5.3% | Run profits | na |
14 February 2013 | Daejan | 3,300 | 3,931 | 19.1% | Run profits | 4500 |
1 May 2013 | Daejan | 4,000 | 3,931 | -1.7% | Run profits | 4500 |
4 July 2013 | Daejan | 3,785 | 3,931 | 3.9% | Run profits | 4500 |
30 July 2013 | Daejan | 4,000 | 3,931 | -1.7% | Run profits | 4500 |
16 September 2013 | Dragon-Ukranian Property & Development | 34.5 | 34 | -1.4% | Buy | 57 |
2 July 2013 | Entertainment One | 199 | 221 | 11.1% | Buy | 240 |
29 July 2013 | Entertainment One | 204 | 221 | 8.3% | Buy | 240 |
19 August 2013 | Entertainment One | 218 | 221 | 1.4% | Buy | 240 |
10 September 2013 | Entertainment One | 220 | 221 | 0.5% | Buy | 240 |
20 November 2012 | Eros | 200 | 240 | 20.0% | Buy | 350 |
15 January 2013 | Eros | 247 | 240 | -2.8% | Buy | 350 |
11 September 2013 | Eros | 280 | 240 | -14.3% | Buy | 350 |
1 October 2013 | Eros | 250 | 240 | -4.0% | Buy | 350 |
8 February 2013 | Eurovestech | 6.75 | 7.25 | 7.4% | Buy | 10 |
30 July 2013 | Eurovestech | 7 | 7.25 | 3.6% | Buy | 10 |
8 February 2013 | Fairpoint | 98.25 | 125 | 27.2% | Buy | 130 |
18 March 2013 | Fairpoint | 107 | 125 | 16.8% | Buy | 130 |
29 July 2013 | Fairpoint | 104 | 125 | 20.2% | Buy | 130 |
25 August 2013 | Fairpoint | 117 | 125 | 6.8% | Buy | 130 |
23 November 2012 | First Property | 18 | 22.75 | 26.4% | Buy | 27.5 |
12 August 2013 | First Property | 22.5 | 22.75 | 1.1% | Buy | 27.5 |
25 October 2012 | FTSE 100 Traded options | 254 | 350 | 37.8% | Closed | na |
3 January 2013 | FTSE 100 Traded options | 176 | 237 | 34.7% | Closed | na |
8 October 2012 | Future | 13.5 | 19 | 40.7% | Closed | na |
17 December 2012 | Global Energy Development | 103 | 98 | -4.9% | Buy | 140 |
12 March 2013 | Global Energy Development | 96 | 98 | 2.1% | Buy | 140 |
27 March 2013 | Global Energy Development | 93 | 98 | 5.4% | Buy | 140 |
8 May 2013 | Global Energy Development | 78 | 98 | 25.6% | Buy | 140 |
2 July 2013 | Global Energy Development | 73 | 98 | 34.2% | Buy | 140 |
5 September 2013 | Global Energy Development | 84 | 98 | 16.7% | Buy | 140 |
23 September 2013 | Global Energy Development | 100 | 98 | -2.0% | Buy | 140 |
18 March 2013 | Greenko | 138.5 | 120 | -13.4% | Buy | 200 |
9 May 2013 | Greenko | 125 | 120 | -4.0% | Buy | 200 |
28 May 2013 | Greenko | 125 | 120 | -4.0% | Buy | 200 |
3 June 2013 | Greenko | 132 | 120 | -9.1% | Buy | 200 |
29 July 2013 | Greenko | 130 | 120 | -7.7% | Buy | 200 |
12 November 2012 | Henry Boot | 124 | 183 | 47.6% | Buy | na |
8 February 2013 | Heritage Oil | 202.3 | 175 | -13.5% | Buy | na |
3 May 2013 | Heritage Oil | 148 | 175 | 18.2% | Buy | na |
20 May 2013 | Heritage Oil | 151 | 175 | 15.9% | Buy | na |
9 September 2013 | Heritage Oil | 183.5 | 175 | -4.6% | Buy | na |
1 October 2012 | Indigovision (entry price adjusted for special dividends) | 355 | 305 | -14.1% | Closed | na |
12 November 2012 | Indigovision | 324 | 305 | -5.9% | Closed | na |
3 June 2013 | Indigovision | 405 | 305 | -24.7% | Closed | na |
8 February 2013 | Indigovision | 317 | 305 | -3.8% | Closed | na |
8 February 2013 | Inland Homes | 23.5 | 40.5 | 72.3% | Buy | 45 |
28 March 2013 | Inland Homes | 27.5 | 40.5 | 47.3% | Buy | 45 |
28 May 2013 | Inland Homes | 29.5 | 40.5 | 37.3% | Buy | 45 |
14 August 2013 | Inland Homes | 32.25 | 40.5 | 25.6% | Buy | 45 |
25 September 2013 | Inland Homes | 38.5 | 40.5 | 5.2% | Buy | 45 |
22 October 2012 | IQE | 31.5 | 29.75 | -5.6% | Buy | 35 |
10 January 2013 | IQE | 33 | 29.75 | -9.8% | Buy | 35 |
13 February 2013 | IQE | 35 | 29.75 | -15.0% | Buy | 35 |
22 February 2013 | IQE | 29 | 29.75 | 2.6% | Buy | 35 |
27 March 2013 | IQE | 26.5 | 29.75 | 12.3% | Buy | 35 |
3 May 2013 | IQE | 23.25 | 29.75 | 28.0% | Buy | 35 |
11 July 2013 | IQE | 20.75 | 29.75 | 43.4% | Buy | 35 |
29 July 2013 | IQE | 25 | 29.75 | 19.0% | Buy | 35 |
22 August 2013 | IQE | 29.75 | 29.75 | 0.0% | Buy | 35 |
23 September 2013 | IQE | 26.5 | 29.75 | 12.3% | Buy | 35 |
25 February 2013 | Jarvis Securities | 220 | 380 | 72.7% | Run profits | na |
25 March 2013 | Jarvis Securities | 269 | 380 | 41.3% | Run profits | na |
15 May 2013 | Jarvis Securities | 285 | 380 | 33.3% | Run profits | na |
1 July 2013 | Jarvis Securities | 290 | 380 | 31.0% | Run profits | na |
29 July 2013 | Jarvis Securities | 335 | 380 | 13.4% | Run profits | na |
16 August 2013 | Jarvis Securities | 400 | 380 | -5.0% | Run profits | na |
6 May 2013 | KBC Advanced Technologies | 69 | 88 | 27.5% | Buy | 100 |
6 September 2013 | KBC Advanced Technologies | 80 | 88 | 10.0% | Buy | 100 |
24 September 2013 | KBC Advanced Technologies | 85 | 88 | 3.5% | Buy | 100 |
15 May 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 71.5 | 73.5 | 6.8% | Buy | 90 |
17 June 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 74.5 | 73.5 | 2.5% | Buy | 90 |
4 July 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 78.5 | 73.5 | -2.8% | Buy | 90 |
30 July 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 78.5 | 73.5 | -2.8% | Buy | 90 |
6 September 2013 | Macau Property Opportunities | 177 | 196 | 10.7% | Buy | 220 |
24 September 2013 | Macau Property Opportunities | 193 | 196 | 1.6% | Buy | 220 |
11 February 2013 | Marwyn Value Investors | 143 | 169 | 18.2% | Buy | 185 |
28 March 2013 | Marwyn Value Investors | 147 | 169 | 15.0% | Buy | 185 |
14 May 2013 | Marwyn Value Investors | 151 | 169 | 11.9% | Buy | 185 |
2 July 2013 | Marwyn Value Investors | 159 | 169 | 6.3% | Buy | 185 |
29 July 2013 | Marwyn Value Investors | 157.5 | 169 | 7.3% | Buy | 185 |
10 September 2013 | Marwyn Value Investors | 163 | 169 | 3.7% | Buy | 185 |
31 December 2012 | MJ Gleeson | 177 | 187 | 5.6% | Closed | na |
11 January 2013 | MJ Gleeson | 180 | 187 | 3.9% | Closed | na |
29 October 2012 | Molins | 125 | 168 | 34.4% | Run profits | 220 |
31 December 2012 | Molins | 140 | 168 | 20.0% | Run profits | 220 |
8 February 2013 | Molins | 167 | 168 | 0.6% | Run profits | 220 |
15 July 2013 | Molins | 165 | 168 | 1.8% | Buy | 220 |
2 September 2013 | Molins | 165 | 168 | 1.8% | Buy | 220 |
1 October 2012 | Moss Bros | 48.5 | 68 | 40.2% | Run profits | 80 |
14 January 2013 | Moss Bros | 70 | 68 | -2.9% | Run profits | 80 |
6 June 2013 | Moss Bros | 57 | 68 | 19.3% | Buy | 80 |
2 September 2013 | Moss Bros | 64 | 68 | 6.3% | Buy | 80 |
12 February 2013 | Mountview Estates | 5,075 | 6,350 | 25.1% | Buy | na |
1 May 2013 | Mountview Estates | 5,600 | 6,350 | 13.4% | Run profits | na |
30 July 2013 | Mountview Estates | 5,830 | 6,350 | 8.9% | Run profits | na |
1 October 2012 | Netcall | 30 | 41 | 36.7% | Buy | 48 |
15 January 2013 | Netcall | 31 | 41 | 32.3% | Buy | 48 |
1 July 2013 | Netcall | 39.5 | 41 | 3.8% | Buy | 48 |
23 July 2013 | Netcall | 40.5 | 41 | 1.2% | Buy | 48 |
1 October 2013 | Netcall | 41 | 41 | 0.0% | Buy | 48 |
11 February 2013 | Netplay TV | 12.5 | 18 | 44.0% | Buy | 21 |
12 March 2013 | Netplay TV | 16.75 | 18 | 7.5% | Buy | 21 |
2 May 2013 | Netplay TV | 16.5 | 18 | 9.1% | Buy | 21 |
17 June 2013 | Netplay TV | 17.5 | 18 | 2.9% | Buy | 21 |
9 July 2013 | Netplay TV | 17.5 | 18 | 2.9% | Buy | 21 |
22 August 2013 | Netplay TV | 18.5 | 18 | -2.7% | Buy | 21 |
11 September 2013 | Netplay TV | 19 | 18 | -5.3% | Buy | 21 |
31 December 2012 | Noble Investments | 195 | 256 | 31.3% | Buy | na |
8 February 2013 | Noble Investments | 199.4 | 256 | 28.4% | Buy | na |
6 August 2013 | Noble Investments | 208 | 256 | 23.1% | Buy | na |
2 September 2013 | Noble Investments | 235 | 256 | 8.9% | Buy | na |
8 February 2013 | Oakley Capital Investments | 139.7 | 162 | 16.0% | Buy | na |
25 August 2013 | Oakley Capital Investments | 149 | 162 | 8.7% | Buy | na |
18 September 2013 | Oakley Capital Investments | 156 | 162 | 3.8% | Buy | na |
10 December 2012 | Pair trade: Long FTSE 350 housebuilders short FTSE 100 | 10,000 | 12,656 | 26.6% | Closed | na |
3 June 2013 | Pilat Global Media | 49 | 61 | 24.5% | Buy | 72 |
15 August 2013 | Pilat Global Media | 58 | 61 | 5.2% | Buy | 72 |
2 September 2013 | Pilat Global Media | 62 | 61 | -1.6% | Buy | 72 |
8 February 2013 | Polo Resources | 24.5 | 23 | -6.1% | Buy | 35 |
18 March 2013 | Polo Resources | 26 | 23 | -11.5% | Buy | 35 |
03 May 2013 | Polo Resources | 22.75 | 23 | 1.1% | Buy | 35 |
15 May 2013 | Polo Resources | 27 | 23 | -14.8% | Buy | 35 |
24 June 2013 | Polo Resources | 20.25 | 23 | 13.6% | Buy | 35 |
21 August 2013 | Polo Resources | 20.5 | 23 | 12.2% | Buy | 35 |
21 August 2013 | Polo Resources | 21.25 | 23 | 8.2% | Buy | 35 |
9 September 2013 | Polo Resources | 22.5 | 23 | 2.2% | Buy | 35 |
21 January 2013 | PV Crystalox Solar | 12.14 | 10.25 | -15.6% | Buy | na |
25 March 2013 | PV Crystalox Solar | 10.75 | 10.25 | -4.7% | Buy | na |
20 May 2013 | PV Crystalox Solar | 11.5 | 10.25 | -10.9% | Buy | na |
2 July 2013 | PV Crystalox Solar | 12 | 10.25 | -14.6% | Buy | na |
19 August 2013 | PV Crystalox Solar | 11 | 10.25 | -6.8% | Buy | na |
8 February 2013 | Randall & Quilter | 113.3 | 144 | 27.1% | Buy | 145 |
18 March 2013 | Randall & Quilter | 130 | 144 | 10.8% | Buy | 145 |
2 September 2013 | Randall & Quilter | 138 | 144 | 4.3% | Buy | 145 |
11 March 2013 | Raven Russia | 69 | 75.5 | 9.4% | Buy | 90 |
20 May 2013 | Raven Russia | 79 | 75.5 | -4.4% | Buy | 90 |
14 August 2013 | Raven Russia | 69.25 | 75.5 | 9.0% | Buy | 90 |
2 September 2013 | Raven Russia | 73.5 | 75.5 | 2.7% | Buy | 90 |
11 March 2013 | Raven Russia call warrants | 45 | 52 | 15.6% | Buy | 90 |
11 March 2013 | S&P 500 Societe Generale covered call warrant, SD32 | 61.7 | 60 | -2.8% | Closed | na |
27 September 2012 | S&P Dog shares portfolio | 10,000 | 11,780 | 17.8% | Closed | na |
15 October 2012 | Sanderson | 40 | 57 | 42.5% | Buy | 60 |
5 February 2013 | Sanderson | 51.5 | 57 | 10.7% | Buy | 60 |
14 March 2013 | Sanderson | 49 | 57 | 16.3% | Buy | 60 |
6 June 2013 | Sanderson | 49 | 57 | 16.3% | Buy | 60 |
15 August 2013 | Sanderson | 53 | 57 | 7.5% | Buy | 60 |
8 November 2012 | Spark Ventures (entry point adjusted for special dividend) | 8.75 | 13 | 48.6% | Buy | 13.5-14 |
13 March 2013 | Spark Ventures | 10.25 | 13 | 26.8% | Buy | 13.5-14 |
9 May 2013 | Spark Ventures | 11 | 13 | 18.2% | Buy | 13.5-14 |
29 July 2013 | Spark Ventures | 11.75 | 13 | 10.6% | Buy | 13.5-14 |
24 September 2013 | Spark Ventures | 12.25 | 13 | 6.1% | Buy | 13.5-14 |
5 November 2012 | Stanley Gibbons | 217 | 273 | 25.8% | Closed | na |
11 January 2013 | Stanley Gibbons | 235 | 273 | 16.2% | Closed | na |
16 September 2013 | Stanley Gibbons | 303 | 324 | 6.9% | Buy | na |
3 December 2012 | Sutton Harbour | 35 | 24.5 | -30.0% | Buy | na |
22 January 2013 | Sutton Harbour | 29 | 24.5 | -15.5% | Buy | na |
27 March 2013 | Sutton Harbour | 24 | 24.5 | 2.1% | Buy | na |
12 August 2013 | Sutton Harbour | 25.5 | 24.5 | -3.9% | Buy | na |
23 October 2012 | Telford Homes | 142 | 202 | 42.3% | Closed | na |
31 December 2012 | Telford Homes | 177 | 202 | 14.1% | Closed | na |
8 February 2013 | Terrace Hill | 15.4 | 22 | 42.9% | Buy | na |
18 March 2013 | Terrace Hill | 17.75 | 22 | 23.9% | Buy | na |
2 May 2013 | Terrace Hill | 18.5 | 22 | 18.9% | Buy | na |
28 May 2013 | Terrace Hill | 20.5 | 22 | 7.3% | Buy | na |
25 August 2013 | Terrace Hill | 23 | 22 | -4.3% | Buy | na |
19 March 2013 | Thalassa | 135 | 270 | 100.0% | Buy | 300 |
27 March 2013 | Thalassa | 146 | 270 | 84.9% | Buy | 300 |
1 May 2013 | Thalassa | 141 | 270 | 91.5% | Buy | 300 |
6 June 2013 | Thalassa | 147 | 270 | 83.7% | Buy | 300 |
1 August 2013 | Thalassa | 161 | 270 | 67.7% | Buy | 300 |
12 September 2013 | Thalassa | 255 | 270 | 5.9% | Buy | 300 |
13 May 2013 | Thorntons | 82.5 | 78 | -5.5% | Closed | Stopped out at 78p |
17 June 2013 | Thorntons | 85.25 | 78 | -8.5% | Closed | Stopped out at 78p |
23 July 2013 | Thorntons | 82.75 | 78 | -5.7% | Closed | Stopped out at 78p |
18 February 2013 | Town Centre Securities | 198 | 225 | 13.6% | Run profits | 230 |
2 May 2013 | Town Centre Securities | 200 | 225 | 12.5% | Run profits | 230 |
30 September 2013 | Town Centre Securities | 222 | 225 | 1.4% | Run profits | 230 |
12 November 2012 | Trading Emissions (return adjusted for dividends of 6p and 15p a share) | 23.5 | 16.25 | 58.5% | Hold | na |
10 January 2013 | Trading Emissions (entry point adjusted for 15p and 6p dividends) | 31.5 | 16.25 | 18.3% | Hold | na |
8 February 2013 | Trading Emissions (price adjusted for capital return of 15p) | 24.5 | 16.25 | 27.6% | Hold | na |
27 March 2013 | Trading Emissions (price adjusted for capital return of 15p) | 23 | 16.25 | 35.9% | Hold | na |
24 June 2013 | Trading Emissions (price adjusted for capital return of 15p) | 33 | 16.25 | -5.3% | Hold | na |
29 July 2013 | Trading Emissions | 17.5 | 16.25 | -7.1% | Hold | 25 |
19 September 2013 | Trading Emissions | 19.25 | 16.25 | -15.6% | Hold | 25 |
20 September 2013 | Trading Emissions | 16.5 | 16.25 | -1.5% | Hold | 25 |
13 May 2013 | Treat | 440 | 610 | 38.6% | Closed | 600 |
28 May 2013 | Treat | 545 | 610 | 11.9% | Closed | 600 |
8 February 2013 | Trifast | 51.9 | 67.5 | 30.1% | Buy | 72 |
20 May 2013 | Trifast | 56 | 67.5 | 20.5% | Buy | 72 |
19 August 2013 | Trifast | 60.25 | 67.5 | 12.0% | Buy | 72 |
19 February 2013 | WH Ireland | 62 | 73 | 17.7% | Buy | 90 |
28 March 2013 | WH Ireland | 65 | 73 | 12.3% | Buy | 90 |
14 May 2013 | WH Ireland | 62 | 73 | 17.7% | Buy | 90 |
2 August 2013 | WH Ireland | 61 | 73 | 19.7% | Buy | 90 |
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'
Date | Company or trading position | Offer price | Latest bid price | Percentage change (%) | Current advice | Target price |
8 July 2013 | 32Red (return adjusted for 2.5p special dividend) | 51.75 | 63.5 | 27.5% | Buy | 66 |
23 July 2013 | 32Red | 55 | 63.5 | 15.5% | Buy | 66 |
27 August 2013 | 32Red | 57.5 | 63.5 | 10.4% | Buy | 66 |
23 September 2013 | 32Red | 60.5 | 63.5 | 9.1% | Buy | 66 |
7 January 2013 | Air Partner | 310 | 460.25 | 48.5% | Buy | 450 |
7 August 2013 | Air Partner | 383 | 460.25 | 20.2% | Buy | 450 |
17 September 2013 | Air Partner | 445 | 460.25 | 3.4% | Buy | 530 |
10 June 2013 | Amino Technologies | 83 | 98 | 18.1% | Buy | 100 |
23 July 2013 | Amino Technologies | 94 | 98 | 4.3% | Buy | 100 |
15 August 2013 | Amino Technologies | 101 | 98 | -3.0% | Buy | 115 |
3 December 2012 | API | 70 | 71 | 1.4% | Buy | na |
22 January 2013 | API | 83 | 71 | -14.5% | Buy | 70 |
15 February 2013 | API | 59 | 71 | 20.3% | Buy | 70 |
27 March 2013 | API | 65 | 71 | 9.2% | Buy | na |
11 June 2013 | API | 71 | 71 | 0.0% | Buy | 90 |
4 February 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 30.5 | 30.25 | 25.9% | Buy | 45 |
25 February 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 39 | 30.25 | -1.6% | Buy | 45 |
1 May 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 39.75 | 30.25 | -3.4% | Buy | 45 |
3 June 2013 | Aurora Russia (return adjusted for tender offer at 52.3p a share) | 38 | 30.25 | 1.0% | Buy | na |
18 June 2013 | Aurora Russia (post tender offer at 52.3p a share) | 33.25 | 30.25 | -9.0% | Buy | 40 |
23 July 2013 | Aurora Russia (post tender offer at 52.3p a share) | 31.75 | 30.25 | -4.7% | Buy | 40 |
30 January 2013 | Bellway | 1,101 | 1,393 | 26.5% | Closed | 1335 |
11 February 2013 | Bellway | 1,158 | 1,393 | 20.3% | Closed | 1335 |
20 March 2013 | Bezant Resources (adjusted for 8p a share cash return) | 17.5 | 16.5 | -5.7% | Buy | 35 |
28 March 2013 | Bezant Resources (adjusted for 8p a share cash return) | 21.5 | 16.5 | -23.3% | Buy | 35 |
28 May 2013 | Bezant Resources | 22 | 16.5 | -25.0% | Buy | 35 |
3 June 2013 | Bezant Resources | 20.5 | 16.5 | -19.5% | Buy | 35 |
29 July 2013 | Bezant Resources | 16 | 16.5 | 3.1% | Buy | na |
18 January 2013 | Bloomsbury Publishing | 123 | 149 | 21.1% | Buy | 180 |
8 February 2013 | Bloomsbury Publishing | 112 | 149 | 33.0% | Buy | 180 |
25 March 2013 | Bloomsbury Publishing | 115 | 149 | 29.6% | Buy | 180 |
15 July 2013 | Bloomsbury Publishing | 135 | 149 | 10.4% | Buy | 180 |
2 October 2013 | Bloomsbury Publishing | 151 | 149 | -1.3% | Buy | 180 |
8 July 2013 | Bovis | 820 | 732 | -10.7% | Hold for results | 900 |
14 August 2013 | Bovis | 791 | 732 | -7.5% | Hold for results | 900 |
30 September 2013 | Bovis | 704 | 732 | 4.0% | Hold for results | 900 |
26 October 2012 | BP Marsh & Partners | 90 | 140 | 55.6% | Buy | 160 |
31 January 2013 | BP Marsh & Partners | 125 | 140 | 12.0% | Buy | 160 |
27 March 2013 | BP Marsh & Partners | 122 | 140 | 14.8% | Buy | 160 |
28 May 2013 | BP Marsh & Partners | 125 | 140 | 12.0% | Buy | 160 |
24 June 2013 | BP Marsh & Partners | 128 | 140 | 9.4% | Buy | 160 |
29 July 2013 | BP Marsh & Partners | 128 | 140 | 9.4% | Buy | 160 |
19 September 2013 | BP Marsh & Partners | 137 | 140 | 2.2% | Buy | 160 |
26 November 2012 | Buy FTSE 100 on 11 December 2012 | 5,921 | 6,431 | 8.6% | Buy | 6750 |
8 February 2013 | Cairn Energy | 287.2 | 259 | -9.8% | Buy | na |
25 August 2013 | Cairn Energy | 273 | 259 | -5.1% | Buy | na |
19 October 2012 | Communisis | 40 | 62 | 55.0% | Closed | 70 |
14 January 2013 | Communisis | 44.5 | 62 | 39.3% | Closed | 70 |
23 January 2013 | Communisis | 49.5 | 62 | 25.3% | Closed | 70 |
18 February 2013 | Communisis | 45 | 62 | 37.8% | Closed | 70 |
18 March 2013 | Communisis | 52 | 62 | 19.2% | Closed | 70 |
27 March 2013 | Communisis | 52.5 | 62 | 18.1% | Closed | 70 |
7 May 2013 | Communisis | 55.5 | 62 | 11.7% | Closed | 70 |
18 June 2013 | Communisis | 55 | 62 | 12.7% | Closed | 70 |
11 July 2013 | Communisis | 61.5 | 62 | 0.8% | Closed | 70 |
30 September 2013 | Conygar | 131 | 133 | 1.5% | Buy | 165 |
3 December 2012 | Crystal Amber | 97.25 | 138 | 41.9% | Run profits | na |
22 January 2013 | Crystal Amber | 106.5 | 138 | 29.6% | Run profits | na |
11 June 2013 | Crystal Amber | 131 | 138 | 5.3% | Run profits | na |
14 February 2013 | Daejan | 3,300 | 3,931 | 19.1% | Run profits | 4000 |
1 May 2013 | Daejan | 4,000 | 3,931 | -1.7% | Run profits | 4000 |
4 July 2013 | Daejan | 3,785 | 3,931 | 3.9% | Run profits | 4000 |
30 July 2013 | Daejan | 4,000 | 3,931 | -1.7% | Run profits | 4500 |
16 September 2013 | Dragon-Ukranian Property & Development | 34.5 | 34 | -1.4% | Buy | 57 |
2 July 2013 | Entertainment One | 199 | 221 | 11.1% | Buy | 240 |
29 July 2013 | Entertainment One | 204 | 221 | 8.3% | Buy | 240 |
19 August 2013 | Entertainment One | 218 | 221 | 1.4% | Buy | 240 |
10 September 2013 | Entertainment One | 220 | 221 | 0.5% | Buy | 240 |
20 November 2012 | Eros | 200 | 240 | 20.0% | Buy | 350 |
15 January 2013 | Eros | 247 | 240 | -2.8% | Buy | 350 |
11 September 2013 | Eros | 280 | 240 | -14.3% | Buy | 350 |
1 October 2013 | Eros | 250 | 240 | -4.0% | Buy | 350 |
8 February 2013 | Eurovestech | 6.75 | 7.25 | 7.4% | Buy | 10 |
30 July 2013 | Eurovestech | 7 | 7.25 | 3.6% | Buy | 10 |
8 February 2013 | Fairpoint | 98.25 | 125 | 27.2% | Buy | 130 |
18 March 2013 | Fairpoint | 107 | 125 | 16.8% | Buy | 130 |
29 July 2013 | Fairpoint | 104 | 125 | 20.2% | Buy | 130 |
25 August 2013 | Fairpoint | 117 | 125 | 6.8% | Buy | 130 |
23 November 2012 | First Property | 18 | 22.75 | 26.4% | Buy | 27.5 |
12 August 2013 | First Property | 22.5 | 22.75 | 1.1% | Buy | 27.5 |
25 October 2012 | FTSE 100 Traded options | 254 | 350 | 37.8% | Closed | na |
3 January 2013 | FTSE 100 Traded options | 176 | 237 | 34.7% | Closed | na |
8 October 2012 | Future | 13.5 | 19 | 40.7% | Closed | na |
17 December 2012 | Global Energy Development | 103 | 98 | -4.9% | Buy | 140 |
12 March 2013 | Global Energy Development | 96 | 98 | 2.1% | Buy | 140 |
27 March 2013 | Global Energy Development | 93 | 98 | 5.4% | Buy | 140 |
8 May 2013 | Global Energy Development | 78 | 98 | 25.6% | Buy | 140 |
2 July 2013 | Global Energy Development | 73 | 98 | 34.2% | Buy | 140 |
5 September 2013 | Global Energy Development | 84 | 98 | 16.7% | Buy | 140 |
23 September 2013 | Global Energy Development | 100 | 98 | -2.0% | Buy | 140 |
18 March 2013 | Greenko | 138.5 | 120 | -13.4% | Buy | 200 |
9 May 2013 | Greenko | 125 | 120 | -4.0% | Buy | 200 |
28 May 2013 | Greenko | 125 | 120 | -4.0% | Buy | 200 |
3 June 2013 | Greenko | 132 | 120 | -9.1% | Buy | 200 |
29 July 2013 | Greenko | 130 | 120 | -7.7% | Buy | 200 |
12 November 2012 | Henry Boot | 124 | 183 | 47.6% | Buy | na |
8 February 2013 | Heritage Oil | 202.3 | 175 | -13.5% | Buy | na |
3 May 2013 | Heritage Oil | 148 | 175 | 18.2% | Buy | na |
20 May 2013 | Heritage Oil | 151 | 175 | 15.9% | Buy | na |
9 September 2013 | Heritage Oil | 183.5 | 175 | -4.6% | Buy | na |
1 October 2012 | Indigovision (entry price adjusted for special dividends) | 355 | 305 | -14.1% | Closed | na |
12 November 2012 | Indigovision | 324 | 305 | -5.9% | Closed | na |
3 June 2013 | Indigovision | 405 | 305 | -24.7% | Closed | 490 |
8 February 2013 | Indigovision | 317 | 305 | -3.8% | Closed | na |
8 February 2013 | Inland Homes | 23.5 | 40.5 | 72.3% | Buy | 45 |
28 March 2013 | Inland Homes | 27.5 | 40.5 | 47.3% | Buy | 45 |
28 May 2013 | Inland Homes | 29.5 | 40.5 | 37.3% | Buy | 45 |
14 August 2013 | Inland Homes | 32.25 | 40.5 | 25.6% | Buy | 45 |
25 September 2013 | Inland Homes | 38.5 | 40.5 | 5.2% | Buy | 45 |
22 October 2012 | IQE | 31.5 | 29.75 | -5.6% | Buy | 35 |
10 January 2013 | IQE | 33 | 29.75 | -9.8% | Buy | 35 |
13 February 2013 | IQE | 35 | 29.75 | -15.0% | Buy | 35 |
22 February 2013 | IQE | 29 | 29.75 | 2.6% | Buy | 35 |
27 March 2013 | IQE | 26.5 | 29.75 | 12.3% | Buy | 35 |
3 May 2013 | IQE | 23.25 | 29.75 | 28.0% | Buy | 35 |
11 July 2013 | IQE | 20.75 | 29.75 | 43.4% | Buy | 35 |
29 July 2013 | IQE | 25 | 29.75 | 19.0% | Buy | 35 |
22 August 2013 | IQE | 29.75 | 29.75 | 0.0% | Buy | 35 |
23 September 2013 | IQE | 26.5 | 29.75 | 12.3% | Buy | 35 |
25 February 2013 | Jarvis Securities | 220 | 380 | 72.7% | Run profits | 365 |
25 March 2013 | Jarvis Securities | 269 | 380 | 41.3% | Run profits | 365 |
15 May 2013 | Jarvis Securities | 285 | 380 | 33.3% | Run profits | 365 |
1 July 2013 | Jarvis Securities | 290 | 380 | 31.0% | Run profits | 365 |
29 July 2013 | Jarvis Securities | 335 | 380 | 13.4% | Run profits | 365 |
16 August 2013 | Jarvis Securities | 400 | 380 | -5.0% | Run profits | 365 |
6 May 2013 | KBC Advanced Technologies | 69 | 88 | 27.5% | Buy | 100 |
6 September 2013 | KBC Advanced Technologies | 80 | 88 | 10.0% | Buy | 100 |
24 September 2013 | KBC Advanced Technologies | 85 | 88 | 3.5% | Buy | 100 |
15 May 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 71.5 | 73.5 | 6.8% | Buy | 90 |
17 June 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 74.5 | 73.5 | 2.5% | Buy | 90 |
4 July 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 78.5 | 73.5 | -2.8% | Buy | 90 |
30 July 2013 | LMS Capital (return adjusted for tender offer at 90p in July) | 78.5 | 73.5 | -2.8% | Buy | 90 |
6 September 2013 | Macau Property Opportunities | 177 | 196 | 10.7% | Buy | 220 |
24 September 2013 | Macau Property Opportunities | 193 | 196 | 1.6% | Buy | 220 |
11 February 2013 | Marwyn Value Investors | 143 | 169 | 18.2% | Buy | 185 |
28 March 2013 | Marwyn Value Investors | 147 | 169 | 15.0% | Buy | 185 |
14 May 2013 | Marwyn Value Investors | 151 | 169 | 11.9% | Buy | 185 |
2 July 2013 | Marwyn Value Investors | 159 | 169 | 6.3% | Buy | 185 |
29 July 2013 | Marwyn Value Investors | 157.5 | 169 | 7.3% | Buy | 185 |
10 September 2013 | Marwyn Value Investors | 163 | 169 | 3.7% | Buy | 185 |
31 December 2012 | MJ Gleeson | 177 | 187 | 5.6% | Closed | na |
11 January 2013 | MJ Gleeson | 180 | 187 | 3.9% | Closed | na |
29 October 2012 | Molins | 125 | 168 | 34.4% | Run profits | 220 |
31 December 2012 | Molins | 140 | 168 | 20.0% | Run profits | 220 |
8 February 2013 | Molins | 167 | 168 | 0.6% | Run profits | 220 |
15 July 2013 | Molins | 165 | 168 | 1.8% | Buy | 220 |
2 September 2013 | Molins | 165 | 168 | 1.8% | Buy | 220 |
1 October 2012 | Moss Bros | 48.5 | 68 | 40.2% | Run profits | 80 |
14 January 2013 | Moss Bros | 70 | 68 | -2.9% | Run profits | 80 |
6 June 2013 | Moss Bros | 57 | 68 | 19.3% | Buy | 80 |
2 September 2013 | Moss Bros | 64 | 68 | 6.3% | Buy | 80 |
12 February 2013 | Mountview Estates | 5,075 | 6,350 | 25.1% | Buy | 5600 |
1 May 2013 | Mountview Estates | 5,600 | 6,350 | 13.4% | Run profits | 5600 |
30 July 2013 | Mountview Estates | 5,830 | 6,350 | 8.9% | Run profits | 6300 |
1 October 2012 | Netcall | 30 | 41 | 36.7% | Buy | 48 |
15 January 2013 | Netcall | 31 | 41 | 32.3% | Buy | 48 |
1 July 2013 | Netcall | 39.5 | 41 | 3.8% | Buy | 48 |
23 July 2013 | Netcall | 40.5 | 41 | 1.2% | Buy | 48 |
1 October 2013 | Netcall | 41 | 41 | 0.0% | Buy | 48 |
11 February 2013 | Netplay TV | 12.5 | 18 | 44.0% | Buy | 20 |
12 March 2013 | Netplay TV | 16.75 | 18 | 7.5% | Buy | 20 |
2 May 2013 | Netplay TV | 16.5 | 18 | 9.1% | Buy | 21 |
17 June 2013 | Netplay TV | 17.5 | 18 | 2.9% | Buy | 21 |
9 July 2013 | Netplay TV | 17.5 | 18 | 2.9% | Buy | 21 |
22 August 2013 | Netplay TV | 18.5 | 18 | -2.7% | Buy | 21 |
11 September 2013 | Netplay TV | 19 | 18 | -5.3% | Buy | 21 |
31 December 2012 | Noble Investments | 195 | 256 | 31.3% | Buy | na |
8 February 2013 | Noble Investments | 199.4 | 256 | 28.4% | Buy | na |
6 August 2013 | Noble Investments | 208 | 256 | 23.1% | Buy | 250 |
2 September 2013 | Noble Investments | 235 | 256 | 8.9% | Buy | 250 |
8 February 2013 | Oakley Capital Investments | 139.7 | 162 | 16.0% | Buy | na |
25 August 2013 | Oakley Capital Investments | 149 | 162 | 8.7% | Buy | na |
18 September 2013 | Oakley Capital Investments | 156 | 162 | 3.8% | Buy | na |
10 December 2012 | Pair trade: Long FTSE 350 housebuilders short FTSE 100 | 10,000 | 12,656 | 26.6% | Closed | na |
3 June 2013 | Pilat Global Media | 49 | 61 | 24.5% | Buy | 72 |
15 August 2013 | Pilat Global Media | 58 | 61 | 5.2% | Buy | 72 |
2 September 2013 | Pilat Global Media | 62 | 61 | -1.6% | Buy | 72 |
8 February 2013 | Polo Resources | 24.5 | 23 | -6.1% | Buy | 35 |
18 March 2013 | Polo Resources | 26 | 23 | -11.5% | Buy | 35 |
3 May 2013 | Polo Resources | 22.75 | 23 | 1.1% | Buy | na |
15 May 2013 | Polo Resources | 27 | 23 | -14.8% | Buy | 35 |
24 June 2013 | Polo Resources | 20.25 | 23 | 13.6% | Buy | 35 |
21 August 2013 | Polo Resources | 20.5 | 23 | 12.2% | Buy | 35 |
21 August 2013 | Polo Resources | 21.25 | 23 | 8.2% | Buy | 35 |
9 September 2013 | Polo Resources | 22.5 | 23 | 2.2% | Buy | 36 |
21 January 2013 | PV Crystalox Solar | 12.14 | 10.25 | -15.6% | Buy | 12 |
25 March 2013 | PV Crystalox Solar | 10.75 | 10.25 | -4.7% | Buy | na |
20 May 2013 | PV Crystalox Solar | 11.5 | 10.25 | -10.9% | Buy | na |
2 July 2013 | PV Crystalox Solar | 12 | 10.25 | -14.6% | Buy | na |
19 August 2013 | PV Crystalox Solar | 11 | 10.25 | -6.8% | Buy | na |
8 February 2013 | Randall & Quilter | 113.3 | 144 | 27.1% | Buy | 145 |
18 March 2013 | Randall & Quilter | 130 | 144 | 10.8% | Buy | 145 |
2 September 2013 | Randall & Quilter | 138 | 144 | 4.3% | Buy | 145 |
11 March 2013 | Raven Russia | 69 | 75.5 | 9.4% | Buy | 90 |
20 May 2013 | Raven Russia | 79 | 75.5 | -4.4% | Buy | 90 |
14 August 2013 | Raven Russia | 69.25 | 75.5 | 9.0% | Buy | 90 |
2 September 2013 | Raven Russia | 73.5 | 75.5 | 2.7% | Buy | 90 |
11 March 2013 | Raven Russia call warrants | 45 | 52 | 15.6% | Buy | 90 |
11 March 2013 | S&P 500 Societe Generale covered call warrant, SD32 | 61.7 | 60 | -2.8% | Closed | na |
27 September 2012 | S&P Dog shares portfolio | 10,000 | 11,780 | 17.8% | Closed | na |
15 October 2012 | Sanderson | 40 | 57 | 42.5% | Buy | 60 |
5 February 2013 | Sanderson | 51.5 | 57 | 10.7% | Buy | 60 |
14 March 2013 | Sanderson | 49 | 57 | 16.3% | Buy | 60 |
6 June 2013 | Sanderson | 49 | 57 | 16.3% | Buy | 60 |
15 August 2013 | Sanderson | 53 | 57 | 7.5% | Buy | 60 |
8 November 2012 | Spark Ventures (entry point adjusted for special dividend) | 8.75 | 13 | 48.6% | Buy | 13.5-14 |
13 March 2013 | Spark Ventures | 10.25 | 13 | 26.8% | Buy | 13.5-14 |
9 May 2013 | Spark Ventures | 11 | 13 | 18.2% | Buy | 13.5-14 |
29 July 2013 | Spark Ventures | 11.75 | 13 | 10.6% | Buy | 13.5-14 |
24 September 2013 | Spark Ventures | 12.25 | 13 | 6.1% | Buy | 13.5-14 |
5 November 2012 | Stanley Gibbons | 217 | 273 | 25.8% | Closed | na |
11 January 2013 | Stanley Gibbons | 235 | 273 | 16.2% | Closed | na |
16 September 2013 | Stanley Gibbons | 303 | 324 | 6.9% | Buy | na |
3 December 2012 | Sutton Harbour | 35 | 24.5 | -30.0% | Buy | na |
22 January 2013 | Sutton Harbour | 29 | 24.5 | -15.5% | Buy | na |
27 March 2013 | Sutton Harbour | 24 | 24.5 | 2.1% | Buy | na |
12 August 2013 | Sutton Harbour | 25.5 | 24.5 | -3.9% | Buy | na |
23 October 2012 | Telford Homes | 142 | 202 | 42.3% | Closed | na |
31 December 2012 | Telford Homes | 177 | 202 | 14.1% | Closed | na |
8 February 2013 | Terrace Hill | 15.4 | 22 | 42.9% | Buy | 22 |
18 March 2013 | Terrace Hill | 17.75 | 22 | 23.9% | Buy | 22 |
2 May 2013 | Terrace Hill | 18.5 | 22 | 18.9% | Buy | 23 |
28 May 2013 | Terrace Hill | 20.5 | 22 | 7.3% | Buy | 23 |
25 August 2013 | Terrace Hill | 23 | 22 | -4.3% | Buy | 23 |
19 March 2013 | Thalassa | 135 | 270 | 100.0% | Buy | 300 |
27 March 2013 | Thalassa | 146 | 270 | 84.9% | Buy | 300 |
1 May 2013 | Thalassa | 141 | 270 | 91.5% | Buy | 300 |
6 June 2013 | Thalassa | 147 | 270 | 83.7% | Buy | 300 |
1 August 2013 | Thalassa | 161 | 270 | 67.7% | Buy | 300 |
12 September 2013 | Thalassa | 255 | 270 | 5.9% | Buy | 300 |
13 May 2013 | Thorntons | 82.5 | 78 | -5.5% | Closed | Stopped out at 78p |
17 June 2013 | Thorntons | 85.25 | 78 | -8.5% | Closed | Stopped out at 78p |
23 July 2013 | Thorntons | 82.75 | 78 | -5.7% | Closed | Stopped out at 78p |
18 February 2013 | Town Centre Securities | 198 | 225 | 13.6% | Run profits | 230 |
2 May 2013 | Town Centre Securities | 200 | 225 | 12.5% | Run profits | 230 |
30 September 2013 | Town Centre Securities | 222 | 225 | 1.4% | Run profits | |
12 November 2012 | Trading Emissions (return adjusted for dividends of 6p and 15p a share) | 23.5 | 16.25 | 58.5% | Hold | na |
10 January 2013 | Trading Emissions (entry point adjusted for 15p and 6p dividends) | 31.5 | 16.25 | 18.3% | Hold | na |
8 February 2013 | Trading Emissions (price adjusted for capital return of 15p) | 24.5 | 16.25 | 27.6% | Hold | na |
27 March 2013 | Trading Emissions (price adjusted for capital return of 15p) | 23 | 16.25 | 35.9% | Hold | 30 |
24 June 2013 | Trading Emissions (price adjusted for capital return of 15p) | 33 | 16.25 | -5.3% | Hold | 40 |
29 July 2013 | Trading Emissions | 17.5 | 16.25 | -7.1% | Hold | 25 |
19 September 2013 | Trading Emissions | 19.25 | 16.25 | -15.6% | Hold | 25 |
20 September 2013 | Trading Emissions | 16.5 | 16.25 | -1.5% | Hold | na |
13 May 2013 | Treat | 440 | 610 | 38.6% | Closed | 600 |
28 May 2013 | Treat | 545 | 610 | 11.9% | Closed | 600 |
8 February 2013 | Trifast | 51.9 | 67.5 | 30.1% | Buy | na |
20 May 2013 | Trifast | 56 | 67.5 | 20.5% | Buy | 72 |
19 August 2013 | Trifast | 60.25 | 67.5 | 12.0% | Buy | 72 |
19 February 2013 | WH Ireland | 62 | 73 | 17.7% | Buy | na |
28 March 2013 | WH Ireland | 65 | 73 | 12.3% | Buy | na |
14 May 2013 | WH Ireland | 62 | 73 | 17.7% | Buy | na |
2 August 2013 | WH Ireland | 61 | 73 | 19.7% | Buy | 90 |