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3 | Number of Companies | NB. Comments are just my personal opinion, may be right or wrong, and are subject to change without notice. These are NOT recommendations. Please DYOR. I may hold stock in companies mentioned positively (would be odd if I didn't!) | |||||||||||||||||||||||
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7 | Company | Would I be interested in interviewing CEO? | Paul's personal opinion only | Sub Sector | Market | Mkt Cap £m (3 Nov 2015) | |||||||||||||||||||
8 | CLARKE(T.) | YY - done | Interview done - many thanks. | Heavy Construction | Main Market | 31.3 | |||||||||||||||||||
9 | BEST OF THE BEST PLC | YY - due Jan 2016 | Off the radar internet growth company. Possible interview in Jan 2016. | Recreational Services | AIM | 15.5 | |||||||||||||||||||
10 | ACCESSO TECHNOLOGY GRP PLC | YY | Very interesting growth co, not cheap though | Software | AIM | 163.3 | |||||||||||||||||||
11 | ASHLEY(LAURA)HLDGS | YY | Value share, great yield, discuss Asia expansion. Ownership question. | Home Improvement Retailers | Main Market | 191.4 | |||||||||||||||||||
12 | AVESCO GROUP PLC | YY | Looks like it might beat forecasts, based on strong interims & outlook | Broadcasting & Entertainment | AIM | 42.2 | |||||||||||||||||||
13 | BEGBIES TRAYNOR GROUP PLC | YY | V interesting, as only listed insolvency practitioner | Business Support Services | AIM | 49.5 | |||||||||||||||||||
14 | BOOHOO.COM PLC | YY | Exciting organic growth company. | Apparel Retailers | AIM | 365.0 | |||||||||||||||||||
15 | FRENCH CONNECTION GROUP | YY | Deep value (Bal Sheet), turnaround? Brand value. Retail losses. | Apparel Retailers | Main Market | 20.6 | |||||||||||||||||||
16 | MYSALE GROUP PLC | YY | Growth/turnaround | Apparel Retailers | AIM | 81.3 | |||||||||||||||||||
17 | PLEXUS HLDGS | YY | Potentially very interesting. Possible superstock? | Oil Equipment & Services | AIM | 138.5 | |||||||||||||||||||
18 | PORTMEIRION GROUP | YY | Solid growth company | Durable Household Products | AIM | 97.6 | |||||||||||||||||||
19 | PROACTIS HLDGS | YY | Interesting growth company | Software | AIM | 34.8 | |||||||||||||||||||
20 | PUNCH TAVERNS | YY | Highly indebted, but under control. Possible upside. NLW risk | Restaurants & Bars | Main Market | 264.2 | |||||||||||||||||||
21 | SHOE ZONE PLC | YY | Good recovery from profit warning. Mgt are v experienced. | Apparel Retailers | AIM | 90.3 | |||||||||||||||||||
22 | SOMERO ENTERPRISE INC | YY | GARP | Commercial Vehicles & Trucks | AIM | 80.4 | |||||||||||||||||||
23 | ZYTRONIC | YY - done | Interview done on 17 Dec 2015, many thanks. | Electronic Equipment | AIM | 45.5 | |||||||||||||||||||
24 | SOFTWARE RADIO TECHNOLOGY | Y- done | Went well, good feedback, thank you! | Semiconductors | AIM | 30.9 | |||||||||||||||||||
25 | TRACSIS PLC | Y- done | Published on 5/11/2015 here | Software | AIM | 115.1 | |||||||||||||||||||
26 | WATERMAN GROUP PLC | Y- done | Went well, good feedback, thank you! | Business Support Services | Main Market | 21.8 | |||||||||||||||||||
27 | 4IMPRINT GROUP PLC | Y | Quality company, but pricey. | Media Agencies | Main Market | 327.4 | |||||||||||||||||||
28 | AB DYNAMICS PLC | Y | Seems to be doing very well. | Industrial Machinery | AIM | 34.9 | |||||||||||||||||||
29 | ACCSYS TECHNOLOGIES | Y | I hear that product is popular. Can production be scaled up? | Building Materials & Fixtures | AIM | 57.5 | |||||||||||||||||||
30 | ALUMASC GROUP | Y | Building Materials & Fixtures | Main Market | 74.5 | ||||||||||||||||||||
31 | AMINO TECHNOLOGIES | Y | Recent wobble. Earnings visibility? | Telecommunications Equipment | AIM | 113.0 | |||||||||||||||||||
32 | ANDREWS SYKES GROUP | Y | Cash machine. V tightly held. Succesion? | Business Support Services | AIM | 138.4 | |||||||||||||||||||
33 | AVON RUBBER | Y | Defence | Main Market | 283.6 | ||||||||||||||||||||
34 | BILLINGTON HLDGS PLC | Y | Looks a good company. Upgraded to Y. | Heavy Construction | AIM | 34.9 | |||||||||||||||||||
35 | BONMARCHE HLDGS PLC | Y | Profit warning & CEO departing (17 Dec 2015) | Apparel Retailers | AIM | 147.8 | |||||||||||||||||||
36 | BRADY | Y - done | Company responded to my crticism after profit warning. | Software | AIM | 74.5 | |||||||||||||||||||
37 | BRAINJUICER GROUP PLC | Y | Media Agencies | AIM | 45.6 | ||||||||||||||||||||
38 | CAFFYNS | Y | Potential impact of VAG emissions scandal? | Specialty Retailers | Main Market | 15.2 | |||||||||||||||||||
39 | CAMBRIA AUTOMOBILES PLC | Y | Specialty Retailers | AIM | 63.5 | ||||||||||||||||||||
40 | CARPETRIGHT | Y | High valuation - is it justified? | Home Improvement Retailers | Main Market | 353.6 | |||||||||||||||||||
41 | CASTINGS | Y | Looks a quality co. Great Bal Sheet. | Industrial Machinery | Main Market | 188.7 | |||||||||||||||||||
42 | CHARACTER GROUP | Y | Toys | AIM | 114.3 | ||||||||||||||||||||
43 | CHURCHILL CHINA | Y | Durable Household Products | AIM | 73.0 | ||||||||||||||||||||
44 | CML MICROSYSTEMS | Y | Semiconductors | Main Market | 54.7 | ||||||||||||||||||||
45 | COHORT | Y | Defence | AIM | 151.3 | ||||||||||||||||||||
46 | CONNECT GROUP PLC | Y | Happy to discuss Bal Sht issues with co again | Business Support Services | Main Market | 295.3 | |||||||||||||||||||
47 | CONVIVIALITY RETAIL PLC | Y | Interesting recent acquisition. | Food Retailers & Wholesalers | AIM | 125.0 | |||||||||||||||||||
48 | COSTAIN GROUP | Y | Fully valued now maybe? | Heavy Construction | Main Market | 362.7 | |||||||||||||||||||
49 | CRANEWARE PLC | Y | Software | AIM | 184.5 | ||||||||||||||||||||
50 | CRAWSHAW GROUP PLC | Y | Great roll-out story, but so expensive! | Food Retailers & Wholesalers | AIM | 60.3 | |||||||||||||||||||
51 | DILLISTONE GROUP | Y | Software | AIM | 15.0 | ||||||||||||||||||||
52 | DOTDIGITAL GROUP PLC | Y | Good company, but expensive | Internet | AIM | 103.9 | |||||||||||||||||||
53 | DX PLC | Y | Major profit warning - can problems be fixed? How? | Delivery Services | AIM | 176.5 | |||||||||||||||||||
54 | ELECOSOFT PLC | Y | Potentially interesting | Software | AIM | 20.6 | |||||||||||||||||||
55 | ENTU (UK) LTD | Y | Recovery potential after closure of solar division? | Home Improvement Retailers | AIM | 40.0 | |||||||||||||||||||
56 | EPWIN GROUP PLC | Y | Closely linked to Entu. | Building Materials & Fixtures | AIM | 186.3 | |||||||||||||||||||
57 | FINSBURY FOOD GROUP | Y | Food Products | AIM | 190.1 | ||||||||||||||||||||
58 | FLYBE GROUP PLC | Y | turnaround progress? | Airlines | Main Market | 159.0 | |||||||||||||||||||
59 | FYFFES | Y | Seems good value | Food Products | AIM | 316.6 | |||||||||||||||||||
60 | GETECH GROUP | Y | Oil Equipment & Services | AIM | 15.1 | ||||||||||||||||||||
61 | GOODWIN | Y | Industrial Machinery | Main Market | 164.9 | ||||||||||||||||||||
62 | GVC HLDGS PLC | Y | Gambling | AIM | 249.7 | ||||||||||||||||||||
63 | HARGREAVES SERVICES | Y | Could be an interesting special situation at some point | Business Support Services | AIM | 103.6 | |||||||||||||||||||
64 | I S SOLUTIONS PLC | Y | Potentially interesting | Computer Services | AIM | 26.5 | |||||||||||||||||||
65 | IDOX | Y | Software | AIM | 146.0 | ||||||||||||||||||||
66 | IMIMOBILE PLC | Y | V smart CEO | Software | AIM | 70.8 | |||||||||||||||||||
67 | INDIGOVISION GROUP | Y | Poor performance, but still has potential | Computer Services | AIM | 16.0 | |||||||||||||||||||
68 | INSPIRED ENERGY PLC | Y | Would be interesting to compare with Utilitywise | Business Support Services | AIM | 51.0 | |||||||||||||||||||
69 | INTERNATIONAL GREETINGS | Y | Seems on a roll with Minions, and others. Bal Sht being fixed? | Nondurable Household Products | AIM | 74.6 | |||||||||||||||||||
70 | JOHNSON SERVICE GROUP PLC | Y | Remodelled business successfully. Risk of too much debt (again) | Business Support Services | AIM | 271.4 | |||||||||||||||||||
71 | JOURNEY GROUP PLC | Y | Looks potentially interesting. | Business Support Services | AIM | 23.0 | |||||||||||||||||||
72 | JUDGES SCIENTIFIC PLC | Y | Is exciting growth by acquisition over? | Electronic Equipment | AIM | 88.8 | |||||||||||||||||||
73 | LATHAM(JAMES) | Y | Industrial Suppliers | AIM | 133.4 | ||||||||||||||||||||
74 | LAVENDON GROUP | Y | Very cheap, but will lucrative M.East market reduce? | Business Support Services | Main Market | 256.9 | |||||||||||||||||||
75 | LOW & BONAR PLC | Y | Building Materials & Fixtures | Main Market | 207.2 | ||||||||||||||||||||
76 | MAJESTIC WINE PLC | Y | V interesting hybrid retail/internet growth. I'm intrigued. | Specialty Retailers | AIM | 262.8 | |||||||||||||||||||
77 | MATCHTECH GROUP PLC | Y | Seems very good value at 520p. Upbeat results. | Business Training & Employment Agencies | AIM | 148.1 | |||||||||||||||||||
78 | MICHELMERSH BRICK HLDGS | Y | Cyclical uplift, will it last? | Building Materials & Fixtures | AIM | 81.6 | |||||||||||||||||||
79 | MICROGEN | Y | Interesting company, off the radar cash machine. | Computer Services | Main Market | 60.6 | |||||||||||||||||||
80 | MISSION MARKETING GROUP(THE) | Y | Potentially interesting. Always looks apparently cheap. | Media Agencies | AIM | 37.2 | |||||||||||||||||||
81 | MOSS BROS GROUP | Y | Always looks too expensive to me! Am I missing something? | Apparel Retailers | Main Market | 93.6 | |||||||||||||||||||
82 | MOTHERCARE | Y | Turnaround? Maybe. | Broadline Retailers | Main Market | 195.0 | |||||||||||||||||||
83 | MS INTERNATIONAL | Y | Historic issues with Dir remuneration. | Industrial Machinery | AIM | 32.4 | |||||||||||||||||||
84 | MYCELX TECHNOLOGIES CORP | Y | Terribly illiquid share. A glimmer of hope? | Oil Equipment & Services | AIM | 11.7 | |||||||||||||||||||
85 | NORCROS PLC | Y | Perma-cheap stock, is the overhang cleared by Gervais? | Building Materials & Fixtures | Main Market | 112.8 | |||||||||||||||||||
86 | NORTHBRIDGE INDUSTRIAL SERVICES | Y | Huge Dir buys recently. Worth a look maybe? | Industrial Machinery | AIM | 24.8 | |||||||||||||||||||
87 | OMG | Y | Interesting company. Profits obscured by loss-making division | Software | AIM | 48.4 | |||||||||||||||||||
88 | PATISSERIE HOLDINGS PLC | Y | Nice format, roll-out. But pricey! | Restaurants & Bars | AIM | 315.0 | |||||||||||||||||||
89 | PENNANT INTERNATIONAL GROUP | Y | Fallen out of bed recently, is there value now? | Software | AIM | 13.0 | |||||||||||||||||||
90 | PLASTICS CAPITAL PLC | Y | Growth co, or comfy lifestyle for Directors? You decide | Specialty Chemicals | AIM | 36.9 | |||||||||||||||||||
91 | PORTA COMMUNICATIONS PLC | Y | Track record not great, but Dirs spent £1m buying shares. | Media Agencies | AIM | 17.3 | |||||||||||||||||||
92 | PORVAIR PLC | Y | Seems a quality business. Pricey? | Renewable Energy Equipment | Main Market | 128.0 | |||||||||||||||||||
93 | PPHE HOTEL GROUP LTD | Y | Hotels | Main Market | 279.1 | ||||||||||||||||||||
94 | PRESSURE TECHNOLOGIES PLC | Y | Says that its markets have stabilised. | Industrial Machinery | AIM | 24.1 | |||||||||||||||||||
95 | PRIME PEOPLE | Y | Seems a decent small recruitment co. | Business Training & Employment Agencies | AIM | 14.0 | |||||||||||||||||||
96 | PV CRYSTALOX SOLAR PLC | Y | Special situation - break-up, possible surplus payout. | Renewable Energy Equipment | Main Market | 13.3 | |||||||||||||||||||
97 | RENEW HLDGS | Y | Would like to discuss Bal Sht issues | Business Support Services | AIM | 194.6 | |||||||||||||||||||
98 | RICHOUX GROUP PLC | Y | Outdated format. Roll-out potential if they copy CAKE? | Restaurants & Bars | AIM | 21.6 | |||||||||||||||||||
99 | ROBINSON | Y | Interesting potential. But margin pressure from customers. | Containers & Packaging | AIM | 28.2 | |||||||||||||||||||
100 | SAFESTYLE UK PLC | Y | Seems to be executing well, but has cycle peaked? | Home Improvement Retailers | AIM | 197.0 | |||||||||||||||||||