Swen Lorenz

James Faulkner on Publishing Technology: Small cap of the week

James Faulkner on Publishing Technology: Small cap of the week

6 mins. to read

Shares in Publishing Technology (PTO) have taken a turn for the worse in recent months. That said, the firm stands on the threshold of a major market opportunity, as it taps into demand from traditional publishers to convert their content into digital formats. Publishing Tech is coming to the end of an elongated investment cycle…

Why I’m long blinkx by Richard Jennings of Titan Inv Partners

Why I’m long blinkx by Richard Jennings of Titan Inv Partners

0 mins. to read

There are two reasons. First one is as explained HERE (incidentally in the days after the posting of that piece the stock did rise towards 40p as the chart below shows) and which, in the absence of any material news from Blinkx since the piece was posted, I personally believe that the investment case is now…

The Morning news update with Serco, Ladbrokes and Mirada

The Morning news update with Serco, Ladbrokes and Mirada

1 mins. to read

FTSE 100 None reporting FTSE 250 Serco (SRP) – adjusted pre-tax profits down by 66% at £33.3 million for the six months to June, dividend flat at 3.1p per share. Appoints current CFO Angus Cockburn as Group Chief Financial Officer as from the end of October 2014. Ladbrokes (LAD) – Group operating profit of £56.8…

A nervous summer for the Badger of Broad Street

A nervous summer for the Badger of Broad Street

4 mins. to read

High-summer is seldom a good time for markets. Nervous trading and thin volumes never make for a positive upside story. Stocks have corrected. But this year it feels even worse as market participants worry more about the widespread threats of disorderly corrections and routs. There are a number of reasons why. It’s not just the…