Buying miners – Snappy Intro Series

Buying miners What i’ve learnt Firstly, help yourself to a large dose of scepticism. Seriously. Small mining companies and explorers seem to constantly over exaggerate potential, timescales and underestimate costs. This leads to the market being dissapointed and confidence in the company reduced. It also leads to cost over runs, running out of cash and having […]

Snappy Intro Series – Introduction summaries for the aspiring investor

I have been interested in shares and investments for a couple of years now. I have learnt a tremendous amount but am still fresh enough to remember the ignorance of my beginnings and the biases I unknowingly held. That’s not to say I’m free from bias, but certainly less so. I want to set out […]

PVCS – PV Crystalox Solar – BUY!

I’ve bought £500 at 9.1p. I was looking to buy when they were at just over 8p but dithered and missed my possible entry point by a penny! Their recent interim management statement hints at a return of cash to shareholders. I’ve writtenabout this company before and their massive cash pile. They have been crippled […]

Ms International – MSI – Half year report

Half year report out today. Share price reacted well to the news. http://www.digitallook.com/news/rns/20516659-12869/MSI-Half_Yearly_Report_html 239p £44m market cap. 10m cash. Healthy asset sheet. Profits lower than H1 2011 but they have 25% higher value of orders on hand than H2 last year (i wonder if this means they think revenues will be 25% higher than H2 […]

PV Crystalox Solar PVCS – Ready to give out cash?

(Figures in Euros unless otherwise stated) Solar panel maker that has been savaged by cheap Chinese competition. I can’t recall the details of what’s gone on in the industry but essentially there has been mass over supply. At the half year point they had 122m cash. And at a glance about another 100m of assets […]