DCD Media - About To Make A Move (3rd May 2013)?

DCD Media - Interesting TA

DCD Media (DCD) closed up  very slightly today but what caught my eye was the Technical Analysis (TA). However, before we look at that, consider the fundamentals (see below)...

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Time To Take Profits?

Is The All-Share Index (ASX) Graph Sending Us a Message?

The ASX closed down 51.73points (-1.55%) on Friday, making it the third consecutive down day in a row. "So what" you say. Well, normally, I wouldn't be to worried about this but it may pay us DIY-Investors to look a bit more closely and pay attention to the Technical Analysis...

 For those of you not familiar with "Mick's Rubber Band", you can find out more inside the members area of the DIY-Investors Website.

For those of you that are already members of the DIY-Investors Inner Circle, Mick has posted a VideoCast on this topic HERE.

With the 50 day moving average breached and the nervousness about the North Korean news, will the Index drop to the 200 day moving average (or below)? What do you think?

Sweet Things Are Made of This!

Thorntons (LSE: THT) : SP=47.75p, MCAP=£32.6m

Thorntons released its interim results today, showing some positive signs that it's shift away from 'own shop' retail sales to distribution through supermarket and other established retailers is starting to work.

Key Financial Points are:

·    Revenues up 2.9% to £133.7 million (2012: £130.0 million).

·    Profit before tax (PBT) and exceptional items rose by £2.2 million to £5.3 million (2012: £3.1 million).

·    Profit after tax rose by 49.3% to £4.0 million (2012: £2.7 million)

·    Exceptional items total £0.7 million (2012: £2.4 million) consisting of impairment and onerous lease provision movements.

·    Cash generated from operations £15.0 million (2012: £11.6 million).

·    Net debt up slightly, at £17.5 million (2012: £16.2 million).

·    No interim dividend (2012: Nil).

 Technical Analysis

 

The share price graph (above) seems to show that the recovery is progressing well. It will be interesting to see if the steady decline, between February 2011 and November 2011, is matched on the recovery by a steady rise. There doesn't seem to be any technical barriers to indicate sticking points as THT progresses through 2013.

Key Metrics

With the PSR at 0.15, there would appear to be scope for the return to profit being rewarded by a re-rating over the coming months.

What do you think?

Mick.

P.S. Pass the chocolates!

Panmure Gordon (SP=19.5p) - Recovery Play?

Is Panmure Gordon (PMR) a Recovery Opportunity?

Panmure Gordon (SP=19.5p, MCAP=£30.1m) seems to be undergoing a recovery, having seemingly completed a sloping (and untidy) inverted Head & Shoulders pattern, see below...

The resistance level at about 19.5p, had previously given support (in late 2008/early 2009), as can be seen on the longer term graph (below)...

 Panmure Gordon - Key Metrics

What stands out on the Sharescope "Key Metrics" (below), is the fact that a large part of the MCAP seems to comprise cash (£11.687m as at 30th June 2012, see the PMR Interim Results).

Recent News

With the improvements noted in the interim report and recent good news (see above), coupled with a rising share price and strengthening OBV, Panmure Gordon looks like it's worthy of consideration by us DIY-Investors. What do you think?

Free Webinar: "DIY-Investors Inner Circle" (8th January 2013)

This year, we're launching the "DIY-Investors Inner Circle" and to give you a flavour of the content, you are invited to the first webinar on Tuesday 8th January 2013 (at 8pm GMT, 3pm EST).

Mick Pavey will host the session and will cover:

• The proposed aims and content of the "DIY-Investors Inner Circle"
• Which shares made the final selection for the DIY-Investors Portfolios for 2013
• The "Longlist" of 49 shares, from which the portfolio members are drawn
• A suggestion for estimating the extent of a potential breakout (using Sharescope)
• Focus on fundamentals (an in depth look at one measure of fundamental analysis)

This first webinar is free but you need to book your place. You can register for the DIY-Investors Inner Circle Webinar Here.

DIY-Investors Live Internet TV Broadcast Tonight!

The next Live TV Broadcast is tonight at 8pm GMT (3pm EST).

Mick Pavey will present the show, which will include:

• A look back at the markets for 2012
• Mick's personal view of 2012 (successes and failures)
• Some thoughts for 2013

You can join Mick by using this link to the DIY-Investors Live TV Show at 8pm.

Mobile Streams - Results at last!

Mobile Streams (AIM: MOS) - Audited Results Out!

After a considerable wait, the final results for Mobile Streams have been released. They were worth waiting for, as they show an impressive set of numbers!

The Key Points, for the 12 months ended 30 June 2012, are:

• Revenues of £22m (compared to £15.5m for the 18 months ended 30 June 2011). All revenues are from continuing operations and include no exceptional items.
• Mobile Internet revenues of £16.5m (compared to £7.5m for the 18 months ended 30 June 2011).
• Trading EBITDA* was £2m (18 month period ended June 2011: £0.5m).
• Profit before tax was £1.6m (18 month period ended June 2011 £0.1m).
• Cash of £1.8m, with no debt (compared to £0.7m as at 31 December 2011).

Now, compare these results with the Sharescope Key Metrics, at close of play on Friday 7th December, (below):

As you can see, the Turnover & Profit + the net cash position have exceeded expectations and for us DIY-Investors, perhaps the shareprice over the coming weeks will  reward our patience. What do you think?