AIM Investments Share Discussion Threads

[badtime] 30/9/2012 17:24

or a minimum div of say 4%

[cockneyrebel] 30/9/2012 16:52

Charts in the header.

I think I might revise the criteria in that the chart has to be in a food upward trajectory in a certain period or I can see we migh tend up with every AIM divi payer here which might get a bit long.

CR

[the shuffle man] 30/9/2012 15:12

UFG Ultimate finance group factoring and trade finance for sme,s should be doing well in the current climate where banks are not lending. Results due next week. Current yield 4.5%

[cockneyrebel] 30/9/2012 10:48

Nice idea napoleon - over 30 stocks listed there - are you working out all the PEG's for me? :-)

CR

[napoleon 14th] 30/9/2012 10:33

" I need to think of tougher criteria like growth level"

How about a "star" section with a good ol' Slater PEG criteria of under 1,
& 0.5 for "superstar".

Something like that...

[cockneyrebel] 29/9/2012 12:30

Changed it to RIG but stack of scope for confusion there! :-)

CR

[battlebus2] 28/9/2012 15:13

speedsgh there has been a different version of that statement sent to shareholders were they say ICAP plus market is an alternative but they are presently committed to AIM.

[speedsgh] 28/9/2012 14:03

battlebus2 - re PHSC

worth noting that to counter the attractive yield there is an apparent risk of the company de-listing from AIM at some point.

from the final results rns on 27/6 ( - "In last year's Statement, I commented that the board was comfortable with the
existing trading platform (AIM). I must again observe that our shares continue
to trade well below asset value. Nevertheless, we presently remain committed to
our AIM listing despite recognising that there are associated costs to do with
maintaining this. I note that the PLUS Markets platform is scheduled to end,
and therefore the prospect of a move to that marketplace is no longer a
consideration. However, we will continue to review each area of corporate
expenditure to ensure we feel that maintaining an AIM listing can be justified."

[lord gnome] 28/9/2012 13:48

ISG is also one to consider. Interior Services Group specialises in fitting out buildings for completion, retail refitting etc. Current yield is a tad under 7%. Business and margins have been badly affected by the recession, but they still continue to win work and a very strong balance sheet showing net cash. Again, I think the bottom is in here. I have to think that, having paid 197.5 for my holding. Today they are yours for just 133. Slightly more liquid than CNKS, they have five MMs, but NMS is small at approx. 2500 - 5,000 shares.

[lord gnome] 28/9/2012 13:44

CR,
I hold CNKS. Cenkos is a MM. Very illiquid as there are only two MMs, but they have consistently payed a dividend and the current yield is around 7%. This week's interims showed an improving business picture and they declared a good interim divi of 3.5p per share. I think the bottom is in for this cycle and now could be the time to get on board.

[battlebus2] 28/9/2012 08:47

PHSC
Health and safety and environmental diversifying into other businesses with the cash pile
4.17% + 1p special the last two years which with generated cash balances increasing looks likely a permanent position making 8.34%
p/e 8

[steelwatch] 27/9/2012 23:33

CQS Rig Finance Fund Limited - RIG
3.72% Yield
closed-ended investment co primarily investing in debt instruments issued to finance the construction, modification and/or refurbishment of rigs and other infrastructure and/or equipment used for the offshore exploration and production of oil and natural gas.
PE 20.58

Dual listed on AIM and CISX, so also eligible for inclusion in an ISA.

[steelwatch] 27/9/2012 23:24

Jarvis Investment Management - JIM
5.67% yield
Retail stockbroking and outsourced financial administration services to many investment firms, including some of the World's best known financial names. Services include settlement, broking, ISA plans, SIPPS, regular savings plans and investment trust schemes.
PE 12.75

Sorry if it's a long one liner.

[stegrego] 27/9/2012 22:42

Nope, just listing what I already hold ;)

[cockneyrebel] 27/9/2012 21:31

All added - what you doing, a filter on Sharescope Stegrego? :-)

CR

[stegrego] 27/9/2012 20:56

Tricorn TCN
0.8% yield
Industrial / car / air parts
Pe 8

[stegrego] 27/9/2012 20:43

Northbridge Industrial - NBI
2.4% yield
Industrial Services
Pe 8

[stegrego] 27/9/2012 20:21

Walker Greenbank WGB
1.8% yield
Wallcoverings and furnishings
Pe 8

[stegrego] 27/9/2012 20:20

Zytronic ZYT
2.6% yield
Touch screens etc
Pe 15

[stegrego] 27/9/2012 20:19

Solid State - SSP
3.4% yield
Electronic parts / hardware
Pe 11

[stegrego] 27/9/2012 20:17

Renew Holdings RNWH
3.4% yield
Engineering / Construction
Pe 8

[stegrego] 27/9/2012 20:14

K3 - KBT
0.7% yield
Software
Pe 5

[stegrego] 27/9/2012 20:13

BRT - Brightside
1.7% yield
Car insurance and associated gubbins.
Pe 8