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EXCLUSIVE: Petro Metad go for broke with 6-well fully funded programme
EXCLUSIVE: Rockhopper #RKE tops Malcy's 2018 Interims Bucket List gain


Expert Finance Blogs


Rajan Dhall's Blog

Rajan currently serves as a Technical Analyst & Expansion Manager for Share View... More


Latest Entries:

12
JUL

ASOS

The online retailer is one of the reasons for the high st. falling off a cliff. Despite that in recent times price action has been somewhat choppy, especially since the stock reached all-time highs of 7768p. This morning the company have released their latest trading statement and things are looking good for the online clothing retailer. Retail sales grew +22% on a reported basis and +21% in constant currency, market share grew in the UK with retail sales growth of +23%. Moving forward the company also updated their guidance and FY18 Sales within the +25-30% range, likely towards the lower end, this was the same in the interim statement in April.


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11
JUL

Barratt Developments

This morning it seems we have a stellar update from one of the UK's biggest homemakers. It seems obvious as prices stagnate to increase output to make up the shortfall and this year has seen a record production number (decade) for the group. A massive 17,579 total completions including joint ventures have not been enough to stop the share price falling recently and as you can see on the weekly chart below price action has been subdued inline with the rest of the sector. 


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10
JUL

Ocado

Ocado is the gift that keeps on giving for investors and it could be one of the most impressive stock turnarounds that I have ever witnessed. The company focused on tech advances and tie-ups. Today the Co. has released their half-year report and the news seems to be good in terms of performance. Key takeaways:


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9
JUL

Metal Tiger

Some good news for Metal Tiger (MTR) this morning, as the company reports significant visible copper sulphides logged at the joint venture project with partner MOD Resources in the Kalahari Copper Belt in Botswana (70% MOD Resources/30% Metal Tiger). 


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Malcy's Oil & Gas Blog

Fresh Industry Comment!... More


Latest Entries:

13
JUL

Oil price, Columbus, Solo, *Bucket list alert* And finally...

Some recovery yesterday as the IEA report showed concern that with all participants now flat out the market is very vulnerable to serious price swings. Funny that, in 2016 when oil was collapsing and the majors were in panic mode, cutting capex to the bone only a few of us forecast exactly this situation…


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12
JUL

Oil price, Premier, Ophir, Reabold, Europa And finally...


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11
JUL


10
JUL




David Harbage Blog

David recently retired, after more than 37 years working in the asset management... More


Latest Entries:

28
JUN

Dull domestic landscape offers opportunity for the brave contrarian

It is hardly surprising that the stock market, and much of the business community, remains uncomfortable about Brexit and its potential impact on the domestic economy. Today’s announcements of British house prices rising at their slowest rate for five years (as advised by the Nationwide, albeit at 2% over the past year, in line with non-housing inflation) and a weak high street (John Lewis was barely profitable in the first half of 2018 and is set to close 5 small Waitrose stores) will not have helped investor sentiment towards domestic stocks.


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5
JUN

Global macro-economic and market outlook: Fog descends

As the crow flies, Sheerness in Kent is 7 miles south of Southend and normally can be clearly seen by the coastal residents of the Essex seaside town, looking across the Thames estuary and out towards the North Sea. However, on a hot sunny day, the coast of Kent may not be visible to the human eye and in the haze there appears to be an ocean, rather than a wide river.  


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17
MAY

Ahead of a UK-US marriage

Unless you’re a Chelsea or Manchester United fan, the big event this weekend will be the wedding of our Prince Harry to Meghan Markle – who will be officially titled a duchess, but in reality become a princess.


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10
MAY

Sunshine today - storms or rainbow ahead?

Prompted by a trading update from Barratt Developments this morning, please find and post the following brief comment on the above website:


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Eric Chalker's Blog

Eric retired from running his business in 2001 and thatís when he became an inve... More


Latest Entries:

18
MAY

The scandal behind Beaufort Insecurities

 At the beginning of March, the Financial Conduct Authority (FCA) put stockbroker Beaufort Securities and its custodian BSL into insolvency.  As a consequence, many personal investors have lost access to their assets.  For most of them this will continue for much longer and some will suffer significant financial loss. 


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25
APR

Insulting behaviour at Interserve plc

 Some boards of directors reach out to their private investors.  Others demonstrate contempt.  The latest shocking example of the latter coming to my notice is the board of Interserve plc, chaired by Mr Glyn Barker.  It has called a meeting for 8.0 am (yes, really), one purpose of which is to exonerate directors for a breach of the company’s rules.


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13
APR

EMIS Group plc

 This is a company in which, as I write, I hold some shares.  They were bought on a professional recommendation and that source (plus one other) is currently saying ‘hold’, but I’m not sure I will.  The share price suffered a sharp fall in January, from which it has yet to recover and the question is, have the reasons for this been adequately addressed and all appropriate action taken?


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6
APR

Investing for children

It is a natural human desire to bestow money on children and grandchildren.  How best to do so can seem challenging.  There are ‘products’ available to make it seem easy, but these come with disadvantages and, in my opinion, should be avoided.  These include Junior ISAs and all forms of ‘bare trust’ that automatically give large sums of money to 18 year olds.


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Shant's Blog

Shant primarily covers the G10 FX majors and analysis on the rates and currency ... More


Latest Entries:

13
JUL

Gold, stocks or fixed income

There is an interesting dynamic going through the market at the moment as the equity markets continue to brush off the fears over how the trade wars will play out. 


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11
JUL

UK uncertainty takes a new twist

Last week's Brexit proposals agreed at the cabinet meeting at Chequers were all the talk at the end over the weekend, and based on the price action on the currency at least, were received relatively well by the markets.  It was however, naive to think that there would be no backlash from the proposals which were agreed - and seemingly agreed under duress. 


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Ranjeet Singh's Blog

Ranjeet Singh, the CEO of FCA regulated stock broking firm, London Stone Securit... More


Latest Entries:

4
JUL

Is this the easiest investment strategy in the world?

Everybody is in search of the holy grail of investing, right? We are all out there looking for this one silver bullet that will solve all of our financial woes and of course along the way there are plenty of mistakes that are being made by investors. However, one of the biggest mistakes that are being made in my opinion is that people are over-complicating things in search of making money. It is as if our human defensive mechanism nature kicks in and we automatically assume that in order to make money or to make our investments grow, that it has to be complicated.


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26
JUN

Why Europe is falling and why it is a good time to buy.

One of the most common debates that I have with my clients and investors generally is whether it is better to be a long term buy and hold investor or if in fact it makes more financial sense to trade the stock market. Advocates on either side will tell you why theirs is the most compelling argument. For example, a buy and hold investor will tell you that ‘it’s not timing of the market but time IN the market’. A short-term investor on the other hand will tell you that the only way to beat the market is to trade the market; otherwise you may as well buy an index rate tracker.


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25
JUN

Get ready for the day ahead

Putting yourself under duress is not only important but necessary. That’s because the physical body and the mental state of the mind are inextricably linked.


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14
JUN

Kim Jong-Un and Trump finally get it on

I’m a firm believer in speaking my mind and I think most traders are. I think that’s because when I search for opportunities in the market I have to be sure, I mean really sure. There can be no doubt in my mind, not even a flicker of doubt. The moment that doubt enters your mind, the trade is probably lost because you have just entered a new whole world of uncertainty and pain. You doubt everything, you doubt your entry point, the company you have just bought, your analysis, your exit, is your stop-loss too far? is too near? hell – do I even need a stop loss on this trade? - worst of all you doubt yourself. That’s why clarity, absolute clarity, the truth is key.


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Tom Britton's Blog

Born in Los Angeles, Tom moved to the UK to play football and after three fairly... More


Latest Entries:

23
MAR

As simple as do re mi, EIS, VCT

When it comes to tax-efficient investing, there’s a lot of debate going on between the merits of VCTs (Venture Capital Trusts) and EIS (Enterprise Investment Scheme) funds. For those familiar with neither, I’ve put together a bit of a comparison below before going into the numbers. For those that know which offers what when, feel free to skip the first table.


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14
NOV

Key questions to ask when considering investing in a share placement

While there is money to be made from investing in share placements, there are also a lot of associated risks if you don’t know what to look for. Below, I’ve highlighted some of the key questions you should answer before deciding to invest in any company and business.


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8
NOV

The Main Players in Secondary Share Placements

Beyond the company, who is, of course, the star of the show, there are a number of key players working behind the scenes to ensure a placement comes off smoothly. Given you might not be aware of just how many are involved in the process I thought I’d give you a look at who else is involved in the process.


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26
OCT

The lowdown on Private Placements

Secondary offerings -  What you need to know: A secondary offering occurs with the issuing of new equity for a company that is already publicly traded on a market. Secondary offerings are often referred to as share placings, placements or ‘seasoned offerings’ and are typically used to attract new investors into a company.


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Morning Shot

Morning shot... More


Latest Entries:

25
MAY

Morning Shot

Indices traded in a subdued fashion in the states, the underperformer was the Dow down 0.30%. This negative sentiment carried through to the Shanghai Comp. and the ASX but the Nikkei is higher overnight 0.12%. The main theme today still seems to the the Kim and Trump meeting (cancellation) and comments.


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24
MAY

Morning Shot

The US markets traded in the black yesterday with the Nasdaq outperforming up 0.64%. In the Asia Pac region the Nikkei and Shanghai Comp. were hit by possible auto tariffs and threats of more Russian sanctions. The ASX was the outperformer up 0.08% as commodities held up.


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23
MAY

Morning Shot

The US indices closed negative yesterday as U.S. President Donald Trump tempered optimism over progress made so far in trade talks between China and the States. The negative sentiment carried into the Asia Pac area and the the Shanghai Comp. was the underperformer down 1.19%, the Nikkei 225 (-1.16%) and ASX (-0.09%) also traded subdued. 


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21
MAY

Morning Shot

Over in the Asia Pac region its a mostly positive start to the week as the Nikkei 225 is up 0.33%, Shanghai Comp. 0.75%, but the ASX is just 0.05% lower. The FTSE is expected to open higher as international trade hostilities eased between the US and China.


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Reflect & Prepare

Reflect & prepare... More


Latest Entries:

13
JUL

Reflect & Prepare

While the economy continues to strengthen, US assets remain in demand and there is little in the trade tensions which seems to be hurting Wall St stocks, Treasuries or the Dollar.  Earlier this week, we got the latest inflation figures which saw the CPI rising to 2.3% in the core rate, and this keeps the Fed very much on track to raising rates by 4 times this year - 2 already done. 


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29
JUN

Reflect and Prepare

The US economy continues to show an accelerating pace of expansion based on more recent numbers, and this has prompted forecasts of Q2 growth in excess of 4.0% from host of pundits.  As such, the Q1 final reading of 2.0%, which was 2 tenths off the previous estimate was largely ignored.  In the previous session, the goods trade balance saw a reduction in the deficit to the tune of $4bln in May, and while durable goods orders were a mixed bag, there is little to suggest economic divergence between the US and its major counterparts will not continue to widen - for now at least.  There is however a much higher USD, and this in part looks to have been a resurgence in Treasury buying, with equity outflows heading for the US given growth prospects and attractive yields.  Looking on from here, stretched exchange rate levels are back in focus and are a key bugbear for central bankers - as we have seen with the EUR and the ECB, and earlier in the year, US Treasury Sec Mnuchin was accused of talking down the USD.  Looking at the greenback now, these accusations are long forgotten. Rhetoric may start to pick up again when looking at the CNY rate in light of the trade tensions which may start to ease.  China has unveiled an easing of investment curbs in areas such as banking and agriculture, while at the start of the week, president Trump said he would desist from using harsh measures on China.  We move into Q3 next week and with it US payrolls is on the agenda.  US ISM PMIs will also make for interesting reading. 


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19
JUN

Debenhams - are things getting worse for the high st?

So its seems results from Debenhams are not getting better, as the high st. continues to crumble. This massive name looks to be one of the hardest hit as the share price is at practically to lowest point in its trading history. This morning the Co. reported group like-for-like sales over 15 weeks down 1.7% and group gross transaction value for 41 weeks down 1.6%. The only ray of sunshine is the online business which is 16% higher over the last 15 weeks. 


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15
JUN

Reflect & Prepare

The burning question for USD based assets was whether the FOMC would firm up their dot plot for 2018, shifting the bias from a median 3 hikes to 4.  Hiking for the second time this year, the Fed raised the Fed funds target rate to 1.75-2.0% and projections duly shifted to hike a further 2 times later this year, confirming the Fed's acknowledgement of the strong US data which has been serially delivered in recent weeks and months.


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Lumin Wealth Management

Lumin Wealth Management provides financial planning and investment management fo... More


Latest Entries:

4
JUL

Lost track of your Pensions?

Have you heard of the pension tracing service? A surprising number of people haven’t. Yet it is a useful resource to cope with one common problem created by changing jobs.


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9
FEB

Three alternative sources of income

If you're looking to add some diversification to your portfolio but still generate an income, here are three funds that we hold within our portfolios. 


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14
DEC

5 Simple Steps for Investing

Financial planners and investment managers, Lumin Weath Management, guide you through 5 simple steps for investing:


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11
NOV










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