Stock analysis and other stuff

Thursday, 18 April 2013

Compass Group (CPG) ... a free hit?

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Sodexo (SW FP, mkt cap €10.4bn) is currently off 7% this morning on the back of softer than expected H1 earnings and expectations (accordin...
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Thursday, 11 April 2013

Afferro Mining (AFF) ... IMIC might do it

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Afferro’s share price has fallen almost as quickly as it had risen in December last. At 60p/shr, it now trades roughly where it was prior ...

Northgate (NTG) ... looks vulnerable to an approach

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I've bought a few shares in Northgate, the vehicle rental business, at 312p/shr. If I were a private equity house, I would be drooling ...
Wednesday, 20 February 2013

Tanfield (TAN) ... woefully risible

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I rang up ETX and sold a small amount short in Tanfield (TAN, mkt cap £26m) at 20p/shr. The borrow is limited, otherwise I would do more. T...
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