AIM Investments Share Discussion Threads

[ukinvestor220] 25/9/2012 14:47

and no ramping !!

[cockneyrebel] 25/9/2012 14:43

Ok, the deal is they go in the header if you provide

a) ticker
b) one liner on what they do
c) most recent divi or intention to pay divi declaration.



Or else I can see I'll be doing a lot of research just to find all that.

CR

[bigbigdave] 25/9/2012 14:33

RNWH AIM and a divvy payer.

[owenski] 25/9/2012 14:07

Another good thread CR.

SID, not div paying yet, mooted to do so this year however.

[jaws6] 25/9/2012 13:34

CR
G luck.
How about CUP ? hold none at present .
watching them to buy back.

EDIT--info--Internet-based dating service Cupid

Cupid said it was in a strong cash position of £7.7m at 30th June 2012 after payout of dividend.

[nellie1973] 25/9/2012 13:32

Thankyou CR once again...

[cockneyrebel] 25/9/2012 13:12

Glad you like it - there's quite a number of AIM divi payers but hopefully the higher growth ones will get posted here.

CR

[cockneyrebel] 25/9/2012 12:02

Hi - this is a new discussion/highlight thread for AIM stocks which pay dividends.

I'll keep those highlighted here in the header.

In my opinion AIM is full of a load of scammy dross, floated here with one aim and one aim only an that being to allow the founding shareholders to sell out. AIM floats that just drift endlessly tend to suggest selling imo. It seems rare that you get an AIM float that rises from the off these days.

The reason I'm looking for divi payers is that these tend to be far more reliable imo. The board seem to understand that they are running the business for the shareholders. Paying a divi is a good dicipline for a company too imo.

Another pre-requisite for the tread is UK based stocks as opposed to overseas. In my experience AIM stocks based in China and the far East, India, Italy, Israel, Italy, Greece, and the US have higher liklihood of warning and are more prone to directors getting up to no good.

By selecting UK based divi payers on AIM I think we have the opportunity to filter out 90% of the stocks that are likely to disappoint on AIM imo.


WARNING - many of these share sare illiquid and hard to deal in size. At times it may be fdifficult to buy or sell anything over the normal market size (which may be just 1-2K shares) without paying a premium or accepting a discount to mkt on your sale.

Please feel free to suggest any you have and discuss them here.

If you provide the following I'll place a stock in the header - remember as tghe price changes so does the PE and yield so the numbers below will start to go out of date.

a) ticker
b) one liner on what they do
c) most recent divi or intention to pay divi declaration.

-------------------------------------------------------------------------------------------------------------------
I'm trying to find aim stocks with growth and momentum here so to prevent every AIM divi payer being posted here the criteria are:

AIM
UK based
Divi Payer
Share price above the 100 day moving average.
---------------------------------------------------------------------------------------------------------------------


To begin with I'll add:

JDG - a scientific equipment manufacturer. Fast growing, up 8 fold in 3 years - 5p divi at the interims today.

TRCS - supplier of management software to rail companies. 0.2p interim divi.

GTC - provider of gravity and magnetic data, services and geological studies to the petroleum and mining industries to assist in their exploration activities0.2p final divi to be paid with the year end results due in October.

LPA electronic and LED component suppler/manufacturer. 0.5p div paid at the interims.

GOOD - supplier of green energy - interim divi 1p.

DRV provider of commercial and dispute resolution services to the construction industry - interim divi 0.3p

IDOX - supply of information and knowledge management products and services interim divi 0.275p

RGS - outsourcing partner - announced starting to pay dividend today. P/e 6, PEG .6. Negative is low margin business.


HGV online marketing and advertising. Full year divi doubled at year end - 2p eps in H1 this year.

POWR - Finnish papemill PE 8.6, Yield 4.45%.

FRP - personal debt solutions, Interim divi 1.95p

ANP - Feed additives, 2.4p divi

TFW Lighting manufacturer - 1.9% yield

FFY Fruit importer £132.28 cap, 3.76% Div, 8.5 P/E

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

RNWH 3.4% yield, Engineering / Construction, Pe 8

SSP, 3.4% yield, Electronic parts / hardware, Pe 11

ZYT, 2.6% yield, Touch screens etc, Pe 15

JIM - retail stockbroker 5.67% yield

RIG - Rig Finance, 3.72% yield (Dual Listed, ISA-able)

PHSC - Health and safety and environmental - diversifying - 4.17% yield

CNKS - corporate broking and advisory, circa 7% yield

ISG - interior fittings for business, yield near 7%.

RQIH - insurance management services, 7.6% yield

UFG - factoring and trade finance, 4.4% yield

GDP, gold/Plat producer, PE circa 7, 3%+ yield

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[yikyak] 01/2/2012 12:32

I'm not prepared to be specific on any particular directors on that list as to the reasons why they are there. It is my own personal list gathered through nearly thirty years of experience in spotting directors and associated front men to avoid. In the majority of cases however it will likely involve a trail of dilutions, name changes, extraction of assets into private company's, de-listings, associated 'arms length' related companies being awarded lucrative contracts etc. None on my list are in any way stupid, incompetent or just plain unlucky.

[actonovator] 31/1/2012 21:51

Yikyak, I understand that bit. But why is he on the blacklist ?

[yikyak] 31/1/2012 19:29

actonovator, he's on my blacklist of directors.

This means that any potential investment has to get the all clear that none on the list are in 'anyway' associated with the company whether directly or indirectly. If they are then I wouldn't touch it with a barge pole, 'especially' if they either dominate or have the ability to control the board.

[actonovator] 29/1/2012 11:03

Yikyak, why stan bharti?

[old fool2] 29/1/2012 10:23

sbs

I totally agree with your post. You should your recommendations to the treasury/chancellor.

Oldfool

[andy] 29/1/2012 09:59

Yikyak,

I note some Stan Bhahti companies in that list!

[yikyak] 22/12/2010 20:37

canadian companies to avoid checklist:


2010-Present
Chairman
Verena Minerals Corp.
2009-2005
Former Consultant
Consolidated Thompson Iron Mines Ltd.
2009-Present
Executive Chairman
Dacha Capital Inc.
2009-Present
Director
Garson Gold Corp.
2009-Present
Executive Chairman
Crocodile Gold Corp.
2008-Present
Chairman
Sulliden Gold Corporation Ltd.
2007-Present
Chairman
Nyah Resources Corp.
2007-Present
Director
Kansai Mining Corp.
2007-Present
Chairman
Vast Exploration Inc.
2007-Present
Chairman
Avion Gold Corporation
2007-Present
Executive Chairman of the Board
Central Sun Mining Inc.
2006-Present
Director
Eurocontrol Technics, Inc.
2006-Present
Director
Stetson Oil and Gas Ltd.
2006-Present
Chairman
Dynamite Resources Ltd.
2005-Present
Executive Chairman of the Board, Business Consultant and Member of Audit Committee
Cash Minerals Ltd.
2005-Present
Executive Chairman
Castillian Resources Corp.
2005-Present
Executive Chairman
Aberdeen International Inc.
2005-Present
Executive Chairman
Largo Resources Ltd.
2005-2005
Executive Chairman
Crowflight Minerals Inc.
2005-Present
Chairman and Mining Executive
Apogee Minerals Ltd.
2005-Present
Executive Chairman
Valencia Ventures Inc.
2005-2005
Former Chairman
Beartooth Platinum Corp.
2004-Present
Former Chairman
Desert Sun Mining Corp.
2004-Present
Former Director
Augen Capital Corp.
2004-Present
Executive Chairman
Alexis Minerals Corp.
2004-Present
Former Director and Member of Audit Committee
Longford Corp.
2004-Present
Chairman
Longford Energy Inc.
2004-Present
Director
Kria Resources Ltd.
2003-Present
Former Director
Admiral Bay Resources Inc.
Chairman
Coniston Investment Corp.
Director
C Sixty Inc.
Former Director
Yamana Gold, Inc.
Executive Chairman and Member of Audit Committee
Rodinia Minerals Inc.
Vice Chairman of the Board
Athlone Bancorp, Inc.
Co-Chairman
Athlone Global Security Inc.
Executive Chairman
Alderon Resource Corp

[sbs] 08/8/2010 22:58

Here are some suggestions to improve liquidity on AIM.

(1) Abolish stamp duty on companies with market caps < £100m. This raises only £7m a year for the treasury, but puts a floor under costs, which limits liquidity, and leads to a liquidity/cost spiral.

(2) Abolish CGT on AIM. Again, minimal revenue to the Exchequer, but discourages the risk-taking so crucial to our economy as profits are taxed highly, but losses are not refunded.

(3) Allow a simple and low cost way to have a rights issue. Currently, minimum cost is £500k (same as Plus), when all that is needed for a small issue to PIs is a few pages with the annual accounts. Most PIs don't even read all the notes to the accounts. This will fill the finance hole between PIs (who are excluded from issues) and institutions (who can't be bothered with small issues).

(4) Reduce the MM spreads. High spreads kill liquidity, and are to no one's benefit. If necessary reduce the NMS. MMs can always trade in bigger sizes if they want.

(5) Allow AIM shares in ISAs. This is where a lot of private money goes - and yet for some reason, it is not allowed into the most dynamic sector of the economy.

(6) In return for their tax concessions, force Venture Capital Trusts (VCTs) to invest some money in companies which are not already profitable and paying dividends (amazingly it is hard to find any which do).

(7) Create a tax-efficient exit for serial entrepreneurs. Currently options are:
(a) sell on the market - hard in most stocks which are illiquid, so not an option;
(b) share buy back - taxed as income at 50% instead of CGT at 10%, so not an option;
(c) trade sale to some foreign company with some imagination - all technology and jobs go abroad, but only tax efficient option for our most dynamic companies.

Feel free to add anything I've missed out.

[stuart14] 04/9/2009 14:00

Stegrego, will try. Not sure how to add it though

[bushtuckaman] 04/9/2009 13:50

I'm not 100% on that Stuart, there looks to be only one MM on the plus market, according to the L2 screen

Its not made it very easy to track the trading on various aim shares either as you now need to enter 2 codes into the Advfn monitor to watch 1 share (eg LSE:NGL and NGL.GB)

[stegrego] 04/9/2009 13:05

O/T

Stuart - wonder if you could pop onto the NGL thread and add in an Oz gold price graph?

Ive found a couple but no idea how to link them to display on the page...




Thanks if you can - no worries if you cant

[stuart14] 04/9/2009 12:51

Think so. Plus seems to be seeing all the volume now. How does trading via Plus differ to AIM though? No mm's?

[bushtuckaman] 04/9/2009 12:47

Yikyak, what do you make of the seemingly increased activity of aim listed stocks now on the plus market since the recent hight court ruling. Death nail of aim perchance?

[notanewmember2] 24/8/2009 17:04

Not too late to get on board the AIM index if you don't believe its a bear market rally. All this QE is finding its way into the stock market. Add some stocks on any pull back? Perhaps one should be bullish on the FTSE - target 6500?