AIM Prospector

time for #scoresonthedoors and it's a loss! AIM Prospector editor's AIM buys end the year down an average of -9.7%. Prices are straight off Google Finance and don't factor in spreads or dividends. Hope that you were able to dodge my losers but were inspired to back the winners.

bought more shares in Frontier Developments #FDEV today. The latest release of its biggest selling game, 'Planet Zoo' arrives tomorrow and there is significant gamer interest and preorders confirmed already. Disney deal excites further. Strong balance sheet. The 'perfect' share?

I failed to report this one! On October 1st I sold some of my shares in Fonix #FNX. I have retained the lion's share of my holding. My position was oversized and the price advance had run out of steam post-results. New market expansion will deliver growth but slowly.

apols I didn't find time to report this one yesterday! I have (again!) bought shares in Staffline #STAF I'm stunned at how they have fallen post-results. They need to find a way to get buybacks going again, or some other shareholder return.

sold the remainder of my shares in Craneware #CRW today. Who knows what the financial impact of the cyber incident will be and 340B shows no sign of developing favourably. Outlook is murky. How long before we could possibly get good news to improve perceptions?

today, I sold some of my shares in Craneware #CRW. It has had a good run but uncertainty remains. I needed funds to trade into something else.

bought Frontier Developments #FDEV Results next week. Mcap £152m, cash £44m. Cash generated in year £18.8m. EBITDA 44% higher this year, versus last year which delivered basic EPS of 44p. Shares could be bought today for 415p. Biggest selling title sees a new release next month.

sold my shares in Jet2 #JET2 The shares are higher than pre-Iran, possibly due to the takeover of easyJet #EZJ. Great company, a decent return (should have sold MUCH earlier) but I wanted to move into something else and of my portfolio, this one was closest to fully valued.

bought shares today in Arbuthnot Banking Group #ARBB Forecast to pay a dividend at a yield of 7.4% versus the price I paid. While it feels subscale for a bank, Arbuthnot continues to deliver excellent progress. Coverage from @HardmanandCo here: hardmanandco.com/companies/a…

sold (some) of my Staffline #STAF shares. Reaction to excellent results was muted: either I'm wrong on the valuation or the market needs to see more to pay up. Share register makes buybacks unlikely. Market cap and advertised spread will deter larger investors.

have again bought shares in Staffline #STAF. A long-established industry partner to large businesses. Last trading statement: "Across the first four months... a 14.6% increase in gross profit". H1 results on the 28th. Historic P/E is under 10.

for the last four years (at least!) Fonix plc #FNX has issued a trading statement for year ending June around 22nd of July. Hopefully we get evidence that overseas operations will increase earnings growth + strong balance sheet and rerate. Net cash company. Bought more today.

bought Staffline #STAF adding a small number to my existing position. Results on July 28th tools.eurolandir.com/tools/P… as always I hope that results give double whammy: earnings growth and perception change leading to a large share price increase.

have bought Craneware #CRW for the first time today. Profit warnings like today's should NEVER arrive after the period ends and something has gone wrong internally, along with the failure to sell as forecast. The first problem is fixable. I hope the second resolves as promised.

Manolete Partners #MANO announced FY results last week: newswire.tickerapp.net/rns/2… chasing insolvent directors for HMRC debts/incompetent auditors is a relevant and enduring operation but what level of returns can be made? The 2026 bad debt is worrying, to what extent is it a freak?

have bought shares in Winvia Entertainment #WVIA .@revcomps deal expected to complete July 1st. Hope is that this brings forecast updates that encourage more buying. A market reassessment of the possibility of more acquisitions + organic growth could bring big rerating.

bought Staffline #STAF shares (again). May update showed 15% advance in 'gross profit' tools.eurolandir.com/tools/P… Results are expected at the end of July. The business could soon be earning 6p per share in profit. Supplying blue collar temp staff is highly relevant economic role.

sold Advanced Medical Solutions #AMS shares into the 285p offer today. Other possible buyers have had time and opportunity to make a better offer: HB Fuller bid did not arrive out of the blue. One of AIM's best ever companies and we wave a fond goodbye!

I have bought shares, for the first time, in Advanced Medical Solutions #AMS speculating that they will be taken over as per the facts reported in this (always excellent) podcast with Paul Hill and Paul Scott. Bid deadline extended by ONLY two weeks, suggesting an offer likely.

apols for late notice! I bought Fonix #FNX shares yesterday, inspired by the modest valuation and news that Fonix has signed a deal to start making sales in Switzerland fonix.com/fonix-partners-wit… Fonix is a net cash company and will likely report on the year ending June next month.

unsure how to classify this, I've now been promised my new Portmeirion Group #PMP shares when they start trading. Let's call that a buy, at 50p. Plans appear to be reliant on acquisitions, which is how things got so desperate in the first place!