CAPD – Capital Drilling – Added

I forgot to post that i added to my CAPD position 2 days ago. Fortunately as the trading update i was pre-empting came out early – today! I read it as good and so did the market – up nearly 10% today. http://m.londonstockexchange.com/exchange/mobile/news/detail… The key points are: There was a slowdown towards end of yr, […]

Wanna buy a tenner for a fiver? SIGNET GLOBAL FIXED INCOME STRATEGIES – SIGG

I bought some SIGG on Friday after seeing a tweet about it. I’m writing this up quick so i’m vague on the details but go look for yourself. They are a closed fund that hasn’t done too well since it started several years ago. The share price has drifted and now stands a whole lot […]

Detailed summary of PV Crystalox Solar PVCS – Reiterate BUY

Ok, for those that haven’t heard of PV Crystalox (PVCS) already, here is my summary and the reasons I am invested. I read it as a great opportunity to double your money in 6-9 months. BRIEF summary: Cash rich company preparing radical restructure and cash return to shareholders 2Q2013. All figures in Euros. Background: They […]

Capital Drilling – CAPD – BUY

I’ve bought some capital drilling this morning after Centamin CEY suspended operatinos in Egypt. CAPD do provide services to CEY but they also have many other customers. The drop of 40% seems well overdone. Admittedly this is only a quick glance but the company seems profitable, has varied customers and i expect some sot of […]

PVCS – PV Crystalox Solar – BUY!

Statement out today that indeed they plan to return cash to shareholders. Restructuring, job losses, planning to be cash neutral next year all make me bullish about significant cash return. I have topped up on the fall, which i am very surprised about. Investors taking profits and knee jerk reactions to the loss for the year […]