Drum Income Plus Reit Share Discussion Threads

[patrick9092] 26/1/2016 09:53

January 2016

This months drip feed buy is Photo-me International (PHTM)who have been established over 50 years. They operate photo booths & self service washing machines.

M/Cap £577m.

Six monthly results in Dec 2015 showed cash in bank of £68m, D/Y of 2.33% and a pledge to raise the dividend by at least 10% for the next 3 years.
Positive trading update in January stated that " they expect to report the next results materially ahead of current market expectations ".

Average buying price of each share now;

Oct 2014.....Rockhopper 42.34p DOWN 30%

Jan 2015.....Smaller Co.Div Trust 181.66p UP 1.98%
Feb..........Iomart 244.94p DOWN 9.98%
March........Hunting 430.97p DOWN 36.89%
April........Zytronic 337.91p UP 16.75%
May..........Tristel 111.63p UP 13.77%
June.........Cenkos 174.08p DOWN 21.01%
July ........Pan African 8.16p UP 21.33%
Aug..........Amino Tech 132.28p. DOWN 12.69%
Sept.........Miton UK Microcap IT 56.69p.
Oct..........Netcall 52.83p
Nov..........Quantum 92.64p.
Dec..........Animalcare 220.11p.

Jan 2016.....Photo-Me 156.34p.

[patrick9092] 24/12/2015 08:32

December 2015

This months drip feed buy is Animalcare Group (ANCR)who are a supplier of animal medicines, animal identification & animal welfare products.

M/Cap £48m.

Recent full year results in October showed both revenue & profits well up on last full year and with a 10.9% increase in the dividend.
Has a D/Y of 2.5% is debt free with net cash of £5.8m.

Average buying price of each share now;

Oct 2014.....Rockhopper 51.26p DOWN 49.25%

Jan 2015.....Smaller Co.Div Trust 180.86p UP 7.54%
Feb..........Iomart 246.53p UP 5.47%
March........Hunting 455.65p DOWN 31.42%
April........Zytronic 332.30p UP 30.16%
May..........Tristel 110.01p UP 31.81%
June.........Cenkos 179.58p DOWN 7.28%
July ........Pan African 7.95p DOWN 3.20%
Aug..........Amino Tech 135.48p.
Sept.........Miton UK Microcap IT 57.35p.
Oct..........Netcall 54.26p
Nov..........Quantum 104.55p.
Dec..........Animalcare 233.76p.

[patrick9092] 24/11/2015 09:12

November 2015.

This months drip feed buy is Quantum Pharmaceutical (QP.)who are a manufacturer, developer & supplier of drugs to the retail/wholesale pharmacy, hospital & care home markets.

M/CAP £120m

Latest 6 months results showed revenue UP 22% and gross profit UP 15% on same period last year. Maiden dividend paid this month.
10 new products due to be launched by the end of the financial year.


Average buying price of each share now;

Oct 2014.....Rockhopper 55.15p DOWN 36%

Jan 2015.....Smaller Co.Div Trust 179.29p UP 5.70%
Feb..........Iomart 244.70p UP 22.19%
March........Hunting 479.49p DOWN 28.88%
April........Zytronic 322.33p UP 17.43%
May..........Tristel 105.99p UP 29.73%
June.........Cenkos 180.77p DOWN 0.98%
July ........Pan African 7.92p
Aug..........Amino Tech 143.72p.
Sept.........Miton UK Microcap IT 57.06p.
Oct..........Netcall 54.60p
Nov..........Quantum 103.06p.

[patrick9092] 26/10/2015 08:34

October 2015.

This months drip feed buy is Netcall(NET)which designs & develops software & services for the healthcare, public & private sectors.

M/Cap £75m.

Final results at end of 06/2015 showed a T/O of £17.2m of which 62% was of a recurring nature.
D/Y 4% with an enhanced dividend programme planned for the next 3 years.
Debt free and Net cash of £13.7m.
Was subject to a T/O bid in June 2015.

Average buying price of each share now;

Oct 2014.....Rockhopper 57.65p DOWN 28.44%

Jan 2015.....Smaller Co.Div Trust 177.78p UP 7.01%
Feb..........Iomart 239.16p UP 17.28%
March........Hunting 504.79p DOWN 20.10%
April........Zytronic 314.98p UP 17.94%
May..........Tristel 101.89p UP 22.68%
June.........Cenkos 179.81p
July ........Pan African 7.96p
Aug..........Amino Tech 157.32p.
Sept.........Miton UK Microcap IT 56.45p.
Oct..........Netcall 54.60p

[patrick9092] 24/9/2015 08:17

September 2015.

This months drip feed buy is Miton UK Microcap Investment Trust(MINI) who invests in mainly AIM listed companies with a M/CAP of less than £150M and currently has companies such as Penna Consulting, Amino Technologies, Cello Group & (James) Cropper in its portfolio.
I wanted exposure to small, fast growing companies but at a reduced risk and decided that this was the best way for me. Launched in April 2015 and run by the highly respected and successful Gervais Williams it has a M/CAP of £55M and currently has a 5.87% premium to NAV.

Average buying price of each share now;

Oct 2014.....Rockhopper 59.57p DOWN 32.01%

Jan 2015.....Smaller Co.Div Trust 175.99p UP 7.68%
Feb..........Iomart 234.01p UP 11.37%
March........Hunting 519.67p DOWN 24.16%
April........Zytronic 305.77p DOWN 1.07%
May..........Tristel 98.08p
June.........Cenkos 179.23p
July ........Pan African 7.65p
Aug..........Amino Tech 156.39p.
Sept.........Miton UK Microcap IT 56.51p.

[patrick9092] 25/8/2015 16:36

August 2015.

This months drip feed buy is Amino Technologies (AMO) who are a Internet Protocol TV solutions provider.....providing "TV everywhere".

Last results July 2015. Director buying at fund raising price of 130p in July.
M/Cap £83 million, P/E 20, D/Y 2.32% increased 10% on last year, net cash £17.3m before recent acquisition of main competitor Entone Inc in August.

Average buying price of each share now;

Oct 2014.....Rockhopper 62.46p DOWN 29.15%

Jan 2015.....Smaller Co.Div Trust 173.75p UP 2.23%
Feb..........Iomart 230.14p UP 8.19%
March........Hunting 539.21p DOWN 23.54%
April........Zytronic 304.79p
May..........Tristel 98.03p
June.........Cenkos 177.84p
July ........Pan African 7.66p
Aug..........Amino Tech 152.08p.

[patrick9092] 27/7/2015 11:27

July 2015.

This months drip feed buy is Pan African Resources (PAF) who are a gold miner/producer.

Issued a profit warning in June and this is a gamble based on a recovery in production and gold prices over the next 2/3 years.
P/E of 5
Divi yield 10.8%

Average buying price of each share now;

Oct 2014.....Rockhopper 65.51p DOWN 4.45%

Jan 2015.....Smaller Co.Div Trust 173.12p UP 3.68%
Feb..........Iomart 226.89p UP 8.38%
March........Hunting 574.05p
April........Zytronic 306.08p
May..........Tristel 98.25p
June.........Cenkos 185.14p
July ........Pan African 7.33p

[patrick9092] 24/6/2015 12:10

June 2015.

This months drip feed buy is Cenkos Securities (CNKS) who are an Institutional stockbroker, its main activity is fund raising.
Last results ending Dec 2014 showed;
revenue UP 72%
Profit before tax UP 152%
EPS UP 148%
Dividend UP 42%.

Current P/E....6
Divi yield.....9%
Net cash £33 million.

The start of the current year has seen significant fund raising within the markets and Cenkos has an encouraging pipeline of enquiries.

Average buying price of each share now;

Oct 2014.....Rockhopper 65.48p UP 11.45%

Jan 2015.....Smaller Co.Div Trust 171.01p UP 4.08%
Feb..........Iomart 222.73p
March........Hunting 588.70p
April........Zytronic 302.80p
May..........Tristel 97.39p
June.........Cenkos 190.85p

[patrick9092] 27/5/2015 08:24

May 2015.

This months drip feed buy is Tristel (TSTL) who supply infection control products to the private & public sectors such as hospitals. Recent TU shows they are performing ahead of budget sales & profit. Last accounts showed increase in sales in the UK & abroad and has increased net cash and raised the divi by 63% from last time. Bought in the hope that they will soon enter the US market which will ignite this share over the next 2-3 years.

Average buying price of each share now;

Oct 2014....Rockhopper 65.14p

Jan 2015....Smaller Co.Div Trust 168.89p
Feb.........Iomart 216.28p
Mar.........Hunting 566.63p
Apr.........Zytronic 303.92p
May.........Tristel 88.69p

[patrick9092] 27/4/2015 11:17

Hi...

I have been investing around about 20 years. Started with Unit trusts, then Investment Trusts onto blue chip co's and invested into just about everything from low to high risk. I have had my huge successes and huge failures but the one thing I have never been able to get right on a consistent basis is good entry/exit prices..nothing worse for me to commit £0000 to then be 20+% down after a few weeks..

So, I have decided to buy one share each month with a view to holding it 2/3 years and drip feed new money (same amount) into it each month until sold, so as to buy the dips and to hopefully not have to worry about my portfolio on a day to day basis thus giving me more time to enjoy other things in life.

I will give my brief reasons for buying the share each month and will show my % loss/gain to date in my monthly updates.

Good luck to all of you no matter what,how or when you buy..


Date Share (epic) Average price ( 27/04/15)

Oct 2014 Rockhopper (RKH) 65.36p

Jan 2015 Smaller Co.Divi Trust (SDV) 166.78p
Feb Iomart (IOM) 208.25p
Mar Hunting (HTG) 543.49p
Apr Zytronic (ZYT) 292.59p


Bought RKH as believe the Falklands oil story will be back on investors radar screens over the next 12-24 months and see it as the best bet in the region.

SDV......Invests in small growing companies and at a discount to NAV and has a great yield.

IOM.....made good money on this selling out at 280p early last year.....growing company operating in an exciting area and I think the failed bid of last year will come back.

HTG.....a service provider to the oil & gas industry. Has cash and pays dividend. share price has suffered due to poor sentiment towards the O&G industry.

ZYT.....made money on this in the past and below it highest price. Has cash & pays a good divi.
Growing and has lots of new areas into which its technology can be used.