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Watch the directors' trades Over years the Walters' executive directors have proved canny at concerted trades that are six to nine months later seen as astute. Their last was 10 June when three added a total 93,915 shares at 315p, and although the price dipped to 273p during the autumn their medium-term judgment has proven correct by way of strong Q4 2014 progress. On 17 October the non-executive chairman added 10,000 shares at 283.5p, similarly astute. The chief executive - founder, Robert Walters - in particular tends to exercise care with his outlook statements and equity exposure, witness the caution about economic volatility in some of the group's largest markets. Ahead of results due 26 February the closed period will constrain share trading; but the directors' actions thereafter will need watching. So at 330p this stock has further upside potential ahead of strong results due and the prospect of European QE. If the directors then guide forecasts even higher and hold onto their stock, it will retain its appeal as a momentum play. But any selling will emphasise how exposed is the rating versus economic risks lurking.

Always risky buying at the top but incredible growth realised by NetDimensions - FY14 forecasts are comfortably exceeded according to Edison - "In a brief trading update, NetDimensions (AIM: NETD, OTCQX: NETDY) states that it expects to report FY14 statutory revenues of at least $22m. This is significantly ahead of our previous forecast of $20m, and implies FY14 revenue growth was more than 35%. Further, the company says that the FY14 loss is likely to be smaller than market expectations. We are conservatively maintaining our FY15 forecasts given the uncertain global macroeconomic outlook. We note that our FY15 revenue forecast of $26.0m still represents a healthy 18% growth. Nevertheless, the group’s US peers continue to trade at significant EV/sales premiums and we believe the shares could warrant a significant re-rating." If NETD’s management can manage the growth effectively we continue to see significant upside, as the shares trade on an EV of 1.7x our FY15e revenues, compared to the group’s larger US peers (its key competitors), which typically trade at 3.4-6.7x FY15e revenues. Forecast to turn a small loss in 2015 but a nice growth play

£1bn mcap this year, 25% from here http://corporate.greggs.co.uk/sites/default/files/2014%20-%20Greggs%20Annual%20Report%202013_1.pdf

Looking back at the comments this spiked back in November for no reason and doing so again today

From the interims - "The business held Net Cash before finance leases of £1.1m at the half year (Dec 2013: £2.1m), with strong cash generation offset to some extent in this period by the exceptional costs of the Loan Note conversion project. We have renewed our working capital facilities totalling £5m until September 2017, giving us the flexibility we need to continue to invest in the business." Todays update - "Net Cash (excluding Finance Leases) at the year end amounted to £2.3m." £1.2m net cash gain in the 6 months sounds promising. Trading over the winter period always stronger and this should be confirmed when they release the post-YE details in March. ESS definitely in acquisition mode as this cash figure is despite spending £650k on a recent site. More to follow - "We expect to increase spending on a combination of high returning capital projects and site refurbishments in the coming months." Good to hear tenpin bowling trading strongly and they've put to bed this idea of a 'a transformational acquisition in other areas of leisure' "confidence in our tenpin bowling business has grown due to recent record results currently being attained. We feel, therefore, that further expansion in our area of expertise would be more value enhancing than diversification. Given the preceding comments we have concluded that, for the foreseeable future, a transformational acquisition would not enhance shareholder value"

Yes they were a bit slow reacting this morning, some nice gains to be had in here, FRES, RRS and other producers if gold holds or continues to march north. MMs on the bid tussling for 39-39.25 sells :)

Will have to keep an eye on NAV in 8-9 months time, estimate whether they buy back 10% of shares again.

Well they don't give much away do they.

overnight in Asia! KGI and CEY should benefit nicely but HGM right now offers better upside benefiting from not only low oil prices but a devaluing rouble. POG will be more so once refinancing is completed - new shareholder capital, low group costs and increasing gold production by 12% this year.

Great growth story so far, shame the company think nothing of diluting holders. Last acquisition consolidated into the next HY accounts will look impressive, revenues of £25-30m

http://www.iii.co.uk/articles/215950/stockwatch%3A-momentum-play-if-economic-recovery-lasts

This stock always seems to move faster than other explorers/producers in response to gold price movements. Ebola concerns put to one side, as gold climbs higher after UK market close and assuming this holds, you would expect this to gap up above 19p tomorrow morning.

You made a good call reducing your holding here. Even now after its lost one third of its value, I think it's only worth a punt at 80p - the market is pricing in poor performance so anything upbeat could draw interest. But often the market is not wrong and it takes a brave man to bet against the current downtrend. The only comfort may be improved sales (£93m last year) over Christmas. Everyone loves a Thornton's selection box with the family. Last year after the Q2 update the share price began to build until early March.

Incredible share price gains recently well done all, £10bn mcap not too far away

"The Group continued to perform strongly in the fourth quarter. This excellent finish to the year means net fee income for the full year is £214.9m (£199m in 2013)" £250m market cap today Black Rock increasing their holding to 14.12% on December 23rd at approx 311-312p One to watch

Holding whilst this continues to fall isn't a good strategy unless you're writing these off. Low oil prices are here to stay, and HTG will suffer for it. £4 is coming in the next week or two

It doesn't look like there have been many trades at all today. The MMs were probably caught short earlier with a couple of buys going through.

Golds breaking higher 40p next week?

You may not have to wait too long, low volume today but mostly buys, price up to 2.5p

10% fall? I hope not, bought at 37p again with gold steady above $1200/oz, oil around $50/bbl & the rouble near its lowest in over 5 years, these are good conditions for increasing exposure in HGM. Or trade the small swings. Shouldn't be too much of a correction just yet unless gold falls back below $1200/oz.