Member Info for Bazzaman

Yes GGP doing well, I had a little punt and am currently up 40% on that so thanks for the tip. BOL

I think Nige is saying that he doesn't want more than 20/25% of his ISA portfolio in any one share. May be wrong though! BOL

Onwards and Upwards with this great share. GLA

https://www.investorschronicle.co.uk/comment/2020/02/10/exploiting-market-anomalies/ GLA strong buy

https://www.investorschronicle.co.uk/shares/2020/02/06/how-the-2019-bargain-shares-portfolio-beat-the-market/
Simon has upgraded his target price to 330p. GLA

Hi Tom, TW flying now up to 227 - WOW. BOL

When full year results were released on 31st July 2019 the SP was 34.25p. In the half-year to date Profits of $30.6m have exceeded their last full year of $30.2m. SP is currently around that level, yet with record prices I would expect profits to continue this upward trend during the next two quarters. As always DYOR.

The following is taken from Simon's article in IC on 29th October 2019.
Trading on a bargain basement cash-adjusted PE ratio of 5, a multiple that would halve if the rhodium price holds at the current level and analysts upgrade their profit forecasts as I have outlined above, Sylvania shares are by some distance my top pick in the mining sector. For good measure, the share price has pulled back from summer highs and retested its long-term bull market 200-day moving average, so this looks an ideal time from a technical perspective to exploit the chronic undervaluation, and one that offers potentially 79 per cent upside to my 60p long-term target price. Income seekers please note that analysts at Liberum are pencilling in a hike in the payout per share from 1¢ to 1.74¢ (1.36p), so the prospective dividend yield of 4 per cent is pretty healthy, too.

So, having included the shares, at 14.5p, in my market beating 2018 Bargain Shares portfolio, and banked dividends of 1.13p a share, I rate Aim-traded shares in the £94m market capitalisation company a strong buy on a bid-offer spread of 33p to 34p ahead of second quarter results in January. Strong buy.

Given that Simon's Bargain Shares list comes out this Friday and he has a habit of including shares from previous years if they are still a great bargain then I would not be surprised IMHO to see SLP in there. GLA

Hi Tom, hope you're well. Check out Proactive Investors web-site they have an update on Numis raising GGP target price by 50% from 4p to 6p. Bodes well for you. BOL

Hi Tom, fantastic news for you on GGP - well done and well deserved, the risk has paid off. Could easily carry on northwards. TW starting to look a buy again at these levels. BOL

Another interesting off the radar share is Concurrent Tech (CNC) . This
one looks very cheap to my eye and there was a very promising
statement this week with revenues slightly ahead.

It makes high-end embedded computer products within various industries
including the harsh environment market.

First is The Mission Group (TMG). A totally overlooked (a bit like
Kape was) marketing company which is right at the bottom of the
market cap range I am happy to deal in.

It kind of most of the time sits around not doing much, it hasn't got any
mates in the market and probably sits around most of the day
on its phone looking at silly videos.

But.. its fundamentals look pretty decent and its rating is low which
leaves plenty of potential upside when it is discovered. It's one of
those that you're in and you think "is it ever going to bloody move" then
the day after you sell it from boredom there's a bid!

Its share price is on the rise this week after a decent trading update. It
expects to be debt free by year end, and reading between the lines
election uncertainty wasn't great for business but now things are
on the move again. If that's right the next update could see some
major upside.

Hi Tom, no I'm not in GGP - looks like it is doing well for you. I like SLP which I first bought at 17p, it is now 44p and should keep going for a while especially as their commodity prices have risen significantly in the past 12 months. BOL

Hi Tom, hope all is well. I'm always amazed when people trash AIM. There are plenty of undervalued small cap companies under the radar on AIM, you just have to do some work to find them. Of the 26 companies in my portfolio, 20 of them are on AIM. I had LGT, TEF, SSY, EHG in my portfolio all of which were taken over in 2019 and all made me a profit. You have to ignore the noise on these BB's especially when they are riddled with pump & dump promises. I'm a big supporter of AIM (no stamp duty & you can include them in your ISA). I'm holding TW as I'm expecting them to continue rising over the next few months. Looking forward to budget day on 11th March to see whether HTB is extended beyond 2023 & what else is in store for stamp duty thresholds. BOL

today, so expect a drop. GLA

No reason for the fall other than profit taking IMHO. AGM tomorrow & next update from IC should give it a bounce again. GLA

tomorrow IMHO. GLA

Hi Tom, all well thanks. Yes great results. I've got 27 companies in my portfolio which has hit new levels since Boris secured his majority, every day new highs are reached. Happy days. BOL

Hi Tom, well done nice work. I topped up at 203 but am still holding as I think this time it has more legs to keep going. BOL

https://www.investorschronicle.co.uk/comment/2020/01/14/building-shareholder-value/ GLA