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***SharePad New Subscriber Special Offer*** Readers of my Blog can claim one month of free data. Click now for details. 10 May 2019 By Maynard Paton For this SharePad search I re-used the screen I employed to pinpoint Victrex. The filter focuses on two ratios favoured by ‘quality’ investors — operating margin and return on equity (ROE). This time I selected Abcam, a £2.6 billion AIM company that...

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10 May 2019 By Maynard Paton Results verdict on Getech (GTC): Total revenue gained 11% to set the highest level since 2015. The dominant and more attractive Products division impressed with a 24% revenue improvement. Progress was achieved in particular by a last-gasp $3.5m sale that contributed approximately 30% to the top line. Profit was hampered by the loss-making Services division...

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07 May 2019 By Maynard Paton Results verdict on Oleeo (OLEE): A terse 155-word statement revealed an unsurprising 50% profit plunge as OLEE extends its “capacity to suffer” to four years. At least revenue continues to inch ahead and might even be growing at a reasonable pace if the largest customer is excluded. Recent client installations include all four Welsh police forces — cementing OLEE’s 50%

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***SharePad New Subscriber Special Offer*** Readers of my Blog can claim one month of free data. Click now for details. 27 April 2019 By Maynard Paton For this market trawl I employed two ratios favoured by ‘quality’ investors. The first measure was operating margin, which represents the percentage of sales converted into profit. The second measure was return on equity, or ROE...

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18 April 2019 By Maynard Paton Results verdict on M Winkworth (WINK): Collecting a greater proportion of franchisee estate-agent income supported an acceptable rate of growth. Subdued sector conditions likely to persist until “relative [political] stability” emerges. Further market-share gains won from London rival Foxtons, while threat of online competition continues to subside.

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16 April 2019 By Maynard Paton Results verdict on Bioventix (BVXP): Very satisfactory 24% growth led by ongoing “modest” demand for the group’s vitamin D antibody. Effect of terminated product licence may have obscured an underlying 28% revenue advance. Fledgling troponin product plus various pipeline developments offer intriguing long-term potential. First-class accounts continue to...

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***SharePad New Subscriber Special Offer*** Readers of my Blog can claim one month of free data. Click now for details. 15 April 2019 By Maynard Paton I am convinced the very best shares to own are often led by executives who truly act in the interests of ordinary shareholders. In particular, bosses who: do not dilute investors by issuing shares willy-nilly;create dependable returns through a...

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05 April 2019 By Maynard Paton Results verdict on S & U (SUS): Satisfactory double-digit growth supported mostly by additional car loans issued during the first half. Rising bad debts clearly indicate borrowers are no longer as profitable or reliable as they once were. Improved first-payment rate suggests underwriting tweaks have started to curb future write-offs. Reduced level of customer...

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31 March 2019 By Maynard Paton Happy Sunday! I hope you continue to find my Blog useful… and that your shares have rebounded following last year’s rough market. My portfolio has advanced during the last three months — although not as much as the wider indices. Notable price gains from Bioventix and FW Thorpe have been sadly offset by the ongoing collapse at Tasty and sluggish performances from...

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29 March 2019 By Maynard Paton Results verdict on FW Thorpe (TFW): Lower revenue and profit due to “challenging trading conditions” caused perhaps by the collapse of Carillion. The statement’s highlight was management talk of orders having returned to “record levels”. Fresh product developments continue and include “radical” new range of workplace lighting. Accounts showcase huge £53m cash...

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