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Understanding Mothercare CVA and questions investors should think about. http://bit.ly/2xhPbDB

Here is further analysis on Pets at Home, which includes interpreting their 2019�s guidance: http://bit.ly/2Ltl1Qq

Here is Paul Scott views and experience on start-up like OPTI: https://www.stockopedia.com/content/small-cap-value-report-wed-23-may-2018-aiea-fst-snd-opti-botb-mks-366324/

I know my statement wasn't a fan favourite.

You should study the videos what SOH has been saying in the UK investor show and other interviews during 2015 and 2016. He mentioned commercialisation is upon us in two years' time and things were about to take off. He even said the share price should be around �1.50 or �2 per share price in one of the video if I remembered correctly. Personally, the health sector takes time for commercialisation, but SOH was promoting the stock a little bit, especially when he starts saying the market is worth $100bn or something like that. Or, maybe it was to keep shareholders optimistic, in case if they need to do a placing. Eventually, it needs these commercial agreements or a bunch of shareholders would lose faith and sell the shares. Already there have been some big sellers, so if this fails we can look back and say, "Oh so and so sold their shares before it crashed" By then it would be too late. I only bought this stock because SOH has a good track record in the health industry. Still, my assumption is this could pay off big time or it won't amount to much success. Everything is hanging in the balance, but I will give it time.

Here�s my latest commentary on RM 2 international: http://bit.ly/2GGIYQZ

Been a holder since early 2015. Although I am sitting on a 250%+ return, I'm worried it won't deliver. Given how management in previous years have said they expect OPTI should be rolling in the cash by now, we are still waiting. So, I will give management another six months to tell us if these agreements are worth the value on paper.

Pets at Home saw a decline in pre-tax profit of 16.6%, but their margin decline from three years ago is over 35%. Management plans to slow growth of stores are welcomed, but there isn�t any implement on improving internal operational costs. For more on Pets at Home analysis, http://bit.ly/2s0B4NM

1). Long-term shareholders in First Derivative will know the company made them lots of money. Since 2010, the share price rose by 2,000%. 2). But, has the shares risen too far? Has the company fundament caught up to valuation? Is FD likely to face a correction? For more analysis, http://bit.ly/2ICFf8D

Ryanair�s results are superb, but taking into account management outlook, I think the shares are expensive and will remain so for the next two to three years. For more http://bit.ly/2GARD7z

The Old team is back for a payday and rob shareholders blind and silly Or maybe this is a credible plan to turn Mothercare around, so they came back to make amends.

The market hasn�t been too upbeat about acquiring Santos Limited assets because investors know it would need to raise money to fund the development of their Fortuna assets and this will increase financial risk. In the short-term, the newly-acquired assets should generate positive cash flow to partially fund any Fortuna development. This is a limited opportunity because the 2P oil reserves aren�t high, given the increase in levels of production. The market is still very pessimistic about Ophir Energy because a �420m valuation is pricing in future operating cash flow of �130m giving a price to operating cash flow of 3.3 times. For more on the interpretation of Ophir latest acquisition and yesterday�s update from Trinity Mirror and annual results from Elektron Technology, click http://bit.ly/2HP2vzU

This company is a toss-up. On the one hand, valuation has been decimated, but on the other hand, the business model (print industry) is on their last legs. In the short-term, Trinity Mirror will defend their valuation because it holds real tangible assets of �170m. Their net debt of �88m isn�t a big concern because of positive operating cash flow. Also, it manages to agree on annual payments of �44m to the pension pot for the next ten years, equating to �444m vs. �378m in pension deficits. Market concerns are on the company falling revenue and the impact it will have on profits in the future when Trinity can�t make further acquisitions because of competition rules. And that won�t be in a few years� time. I think in the short-term, Trinity Mirror can continue to see their share price rise further, but the rise will be limited, so sell at up to �1.25 per share (�340m valuation). Personally, it�s too much of a risk for medium to long-term shareholders. For more on yesterday�s update from Trinity Mirror and the interpretation of Ophir latest acquisition and annual results from Elektron Technology, click http://bit.ly/2HP2vzU

As I sieved through Elektron Technology accounts and annual report, I concluded it is a turnaround company. Management ability to sell the assets that won�t enhance profits and stick with assets that will generate incremental returns have been successful. The result is from the rising share price. I like this company a lot and it ranges from their strong balance sheet and improving operations, but also it has the potential to be a takeover target for the big tech companies. If Elektron is on a full recovery then I expect valuation to double in five to six years� time at a minimum. And medium-term investor shouldn�t worry about the short-term volatility, but they should worry about competition. Overall, it�s a great company with potential to grow and it requires further research. For more on annual results from Elektron Technology and yesterday�s update from Trinity Mirror and the interpretation of Ophir latest acquisition, click http://bit.ly/2HP2vzU

I feel the Sage Group�s business cycle is nearing its peak, but I could be wrong. With operating cash margin declining to the lowest since 2009, this isn�t justifying the high 20 times multiple. Add in total borrowing of close to �1bn to purchase a business at 9 times price to sales multiple, twice as high as Sage, it looks like more goodwill impairment is on the way. With �1.9bn, there are a few write-downs for management to implement. My biggest worry is the company�s operating cash flow appears not to grow and have stagnated for seven years. Meanwhile, market valuation is doubled, despite the share price falling by 23%. The rise could be down to bull market. My last concern is the company�s ability to increase their dividends given the high total borrowing and stagnate cash flow. Management may continue increasing their dividend for a few more years, but when they decide to make another large acquisition this could hamper dividend growth. Unfortunately, I wouldn�t feel comfortable investing at Sage Group�s share price at this level, knowing earnings is at single digit growth. For more on Sage, Accsys and Avon, click: http://bit.ly/2IbRigt

Avon Rubber has been a good business for shareholders in the past decade. Over that period, the share price must have risen close to 3,000%! And the company appears to be fairly valued. Avon�s dividend yield is below 1% and due to rising valuation and management adopting a cautious dividend policy. Management is building up their cash reserves which will support the valuation. However, earnings growth, especially EPS will grow by less than 5% p.a. and this means on Avon�s PE multiple of 20 times value on the high side. Avon shares could rise further if the sector rises. Realistically, in the medium term, investors should wait for a lower valuation of around �330m-�360m or �10 per share because it compensates for the risk of zero earnings growth. For more on Avon, Accsys and Sage, click: http://bit.ly/2IbRigt

Here�s my view on Accsys Technologies: It is doing a good job winning new businesses and growing sales. But it hasn�t reported any profit and that is a major concern for anyone holding the company�s shares. Although valuation is supported by �40m of cash, the question investors need to ask is: �Will valuation holds up when cash balance starts to decline?� The answer is likely to be no because brokers aren�t forecasting any profits beyond 2020. For more on Accsys, Sage and Avon Rubber, click: http://bit.ly/2IbRigt

Connect Group valuation of �150m looks cheap and is on a forward-PE of under 5 times multiple. Brokers free cash flow forecast of �30m+ gives the impression the company will generate enough internal cash generation to pay dividends. And management leaving full-year adjusted profit before tax of �42m-�45m gives them that confidence. The problem is declining sales from their existing divisions, especially their Smiths News division. With low margins of 2-3%, any small decline in revenue would drastically harm profitability. Take the 3.4% decline in sales, this translate into adjusted operating profits falling by 28%! What happens if sales fall 10% or 15%, will this lead Connect Group to report a loss? Connect Group is in a declining sector of distribution physical newspapers and books. If you are a long-term investor, then it is a total avoid at all costs. For more Connect Group, click http://bit.ly/2JK9GK7

Looking at Kromek, I see their business is growing and will likely break even on EBITDA as forecasted, but on an EBIT basis, you will have to wait beyond 2020. Meanwhile, development costs (capitalised expenses) have risen to �11.6m in 2017 and will rise further. The question investor should ask: �Will the company�s valuation and share price survive when cash balance starts to fall?� On that basis, I�m leaning towards that the share price remains under pressure because of the amount of time it will make a profit. For more on Kromek and a look at Connect Group, click http://bit.ly/2JK9GK7

Tesco is on the rise but that depends on two factors: The sustainability of food inflation and the Booker Group integration. From the results, I think the medium-term forecast for Tesco�s share price would approach �3-�3.50 per share in the next two years because of the following reasons: -Booker would help to enhance Tesco�s earnings, due to making 3.3% margins on operating profits. Add in the costs savings then margins could rise to 5%-6%. Also, it acts as a hedge against discounters. -The turnaround of Tesco, along with costs savings on their core operations made under Dave Lewis is working. -The growing profits from their banking arm would add �200m to �300m to profits in three years� time. -In the past 30 years, food deflation occurs in 8 of those years with the last being the biggest. A potential food inflation of 2%-3% for the next two years is likely. -Lastly, factor in lower borrowings and pension deficits mean an increase to market capitalisation. For more on Tesco and other companies� results from Epwin Group and Universe Group, click http://bit.ly/2JySVlX