I remain calm and collected amidst the heat, M&A activity & as Sage stumbles says Chris Bailey

Versarien – market abuse? Insider dealing? Or just shameless ramping? The Sheriff of AIM writes HERE

Apparently it's been hotter than in Bangkok in London. I am not sure if I really want to visit either...but meetings await in the latter. I am feeling calm and collected though despite the weather and that one of my 'tips of the year' is currently down on an update. More about that in a bit…

Boom: More bad news for Dev Clever - it needs to correct and reissue its interims. Read HERE

I am super calm because the most fascinating news in the large cap sphere is that Cobham (COB) shares are up 35% odd, thanks to a (recommended) takeover bid from the US. I do not think I have even barely scratched the analytical surface on the aerospace and defence stock during my investment career (there are always so many things to look at) but just have a think what yet another UK market takeover is saying about the value that is apparent in the broader UK market. It was a pleasure to be interviewed by Tom in the most recent episode of ShareProphets Radio and one point I made in my ramble there was that the aggregate UK market was trading at its biggest discount since 2006 compared to the broader European bourses. Even adjusting for some obvious macro debates and sector valuation biases, this is too high – so expect more M&A activity from global concerns who see some UK-listed value.

Volex – a buy? Read from Tom Winnifrith & Steve Moore HERE

One of them might be Sage Group (SGE), the accounting software and related name which has performed like a hero for me year-to-date after my 'tip of the year' love in late December. I might have currently lost getting on for half my gains but I remain wholly chillaxed (in contrast to the weather) on this name. The update noted 'FY19 recurring revenue growth to slightly exceed guidance of 8-9%' which is clearly good, but then blotted the copybook with the observation that they 'expect organic operating profit margin to be at the lower end of the guided range of 23-25%'. And the reason for this? Well high-margin legacy software revenue continues to stumble as the company further develops its cloud / subscription, which is clearly the future – as I talked about at the above link and other updates in the interim.

Redemptions Watch: Neil Woodford’s Income Focus fund – still redemptions every day writes Nigel Somerville HERE

Transitioning to a cloud offering can muck around with the numbers and expectations...but the market got too pessimistic on this in 2018 and you can see the full year 2019 to date positive reaction. As always with a structural shift and improvement, it is never a straight line improvement. So I remain long and strong. Crikey, if the UK can punch out a 15% rise in recurring revenue growth, just think what might happen the other side of some Brexit clarity?!!

For Vodafone it is time to be a do-er and not just a talker. Read more from Chris Bailey HERE

Filed under: Sage Group, Versarien, Dev Clever, Volex, Woodford Income Focus fund, Vodafone

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08/13/2020

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08/11/2020

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08/10/2020

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08/07/2020

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08/06/2020

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08/05/2020

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08/03/2020

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07/31/2020

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07/30/2020

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07/29/2020

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07/28/2020

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07/27/2020

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07/24/2020

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07/23/2020

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07/22/2020

President Energy - a recovery buy? Gary Newman reviews...

07/21/2020

ECR Minerals - a speculative buy? A review by HotStockRockets

07/17/2020

Burberry & ASOS - fashionista trading update face-off

07/16/2020

Fevertree - a Trading Statement lacking financial specifics… & a recovered £2.7 billion valuation

07/15/2020

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07/14/2020

Red Rock Resources - spin-off potential, and more than one...

07/13/2020

KEFI Minerals - about to rip? The HotStockRockets team writes...

07/10/2020

Gold cracks $1800 - what to do now and is it Ouzo time yet?...

07/09/2020

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07/08/2020

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07/07/2020

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07/06/2020

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07/03/2020

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07/02/2020

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07/01/2020

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06/30/2020

San Leon Energy - 2019 results & now about to capitalise on a strong position?

06/29/2020

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06/26/2020

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06/25/2020

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06/24/2020

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06/23/2020

BP - new CEO sounding loony... or being very clever?

06/22/2020

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06/19/2020

Kingfisher sings a song of recovery... but can do so much more says Chris Bailey

06/18/2020

Two UK shares which cannot defy gravity forever says Tom Winnifrith

06/17/2020

Metro Bank - potential acquisition two drunks propping each other up?...

06/16/2020

Cora Gold - a buy suggests HotStockRockets

06/15/2020

Hummingbird Resources - a diversified gold production buy?...

06/12/2020

Nearly a 10 bagger tip... but evidence of alternative energy bubble?

06/11/2020

Avacta - its covid game soon to be up says Tom Winnifrith...

06/10/2020

Columbus Energy - another potential share price catalyst...

06/09/2020

Biffa - still brass in muck says Chris Bailey...

06/08/2020

Union Jack Oil - for a hat-trick of wins?...

06/05/2020

Volvere - 2019 results... & 2020 opportunities...

06/04/2020

Hochschild and Hertz... A review of two old timers by Lucian Miers

06/03/2020

Big themes still at Playtech says Chris Bailey...

06/02/2020

Centamin, Ariana Resouces & Gold - was that the correction, in double-quick time?

06/01/2020

Asiamet - negotiations for deal on KSK helps shares, target increased...

05/29/2020

Bluebird Merchant Ventures - further project funding progress, increased price target...

05/28/2020

Burberry shares remain fashionable to me says Chris Bailey

05/27/2020

Imperial Brands - still an Income buy?

05/26/2020

Columbus Energy - project & funding update suggest still a buy?

05/22/2020

Marks & Spencer - never the same again? Chris Bailey reviews...

05/21/2020

OptiBiotix - sales trajectory sparks shares, but still an even stronger buy?...

05/20/2020

A whole sector that is a short?...

05/19/2020

Tri-Star Resources - sale of first Antimony BUT...

05/18/2020

KEFI Minerals - still significant upside offered by its asset base...

05/15/2020

OptiBiotix - now Taiwan agreement adds to confidence...

05/14/2020

Some gold and gold stock takeaways from Nigel Somerville...

05/13/2020

Is Trainline ever going to make sensible profits?

05/12/2020

Another reality pill - this time for BT Group

05/11/2020

Jadestone Energy has the strength to ride out low oil prices says Gary Newman...

05/07/2020

Hummingbird Resources - a buy says HotStockRockets...

05/06/2020

Goldplat - quarterly update, production getting back on track...

05/05/2020

The markets & sell NASDAQ-listed Credit Acceptance Corporation. From Lucian Miers...

05/04/2020

Columbus Energy - shares bounce on Saffron well oil discoveries but remain a buy...

05/01/2020

Read and learn from the latest Next plc update says Chris Bailey...

04/30/2020

IG Group - why the shares are worth considering writes Malcolm Stacey...

04/29/2020

Ariana Resources - a cue to bank massive profits on this share tip? Nigel Somerville reviews...

04/28/2020

FirstGroup - activism and the coronavirus. Chris Bailey writes...

04/27/2020

Highland Gold Mining - shares bounce on quarterly operational update, but more to come...

04/25/2020

Bluebird Merchant Ventures - we tipped at 2.5p now 4.3p to sell, but worth 6p+. Buy...

04/24/2020

Will the Oil price rout be repeated (in reverse) in Gold? Nigel Somerville reviews...

04/23/2020

The man who predicted negative oil prices reviews where to next...

04/22/2020

PZ Cussons - keep washing your hands... and be on board this stock? Chris Bailey writes

04/21/2020

OptiBiotix - placing somewhat annoying... but it is for a VERY good reason says Tom Winnifrith

04/20/2020

Imperial Brands - an income buy

04/17/2020

Sterling Energy a buy? Gary Newman writes...

04/16/2020

Ariana Resources - what after a stonking gain in less than four weeks?...

04/15/2020

Volvere - shares up on Feb tip after trading update, more to come say Tom Winnifrith & Steve Moore

04/14/2020

Chris Bailey updates on Rolls-Royce & GVC Holdings...

04/09/2020

It is also Sage to look at shares that are not romping says Chris Bailey...

04/08/2020

Versarien forced to start to come clean - a stink regulators MUST investigate says Tom Winnifrith...

04/07/2020

At a time when dividends are being scrapped, Legal & General stands out says Gary Newman

04/06/2020

UK Oil & Gas - another 50 percent share price fall the best case scenario? Peter Brailey reviews...

04/03/2020

The big banks know what side their bread is buttered. Chris Bailey writes...

04/02/2020

Two stocks which look slam dunk zeros considers Tom Winnifrith...

04/01/2020

Premier Foods - a buy despite its high level of debt? Gary Newman reviews...

03/31/2020

Bluebird Merchant Ventures - an Agreement supporting a positive view? A review from HotStockRockets

03/30/2020

Rockrose Energy - a week is a long time says Peter Brailey...

03/27/2020

Cineworld - a good shorting opportunity? Gary Newman reviews...

03/26/2020

Silver is my metal of choice at the moment says Gary Newman

03/24/2020

Golden Prospect Precious Metals - a gold buy

03/23/2020

Hurricane Energy - valuation is far too high. I am short says Peter Brailey...

03/20/2020

Altyn - mining equipment purchases, gold production increasing...

03/19/2020

Versarien - when & at what price the attempted bailout fundraise?

03/18/2020

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