Naked Trader - Plenty of share activity since last update



Well, goodness me, plenty of activity in my shares since I last updated, most of which is good news!

First to Optimal Payments which basically has joined up with another company to make it a much bigger player!

This actually happened on the day of the follow up seminar and at 2pm my spreadbet account leapt live by 15k just like that - as I have rather 

a lot of Opay!

There's a rights issue and I intend to take up the rights in my isa and spreadbets (SB firms will adjust for the rights usually).

It could mean on rights ex date next week that the shares will look like they have fallen  but it's not really the case as we are being allocated a load of new shares at just 166p.

It looks a great move from Opay and it seems sensible to take a bigger stake and then hold on

Further upside should come from a listing on the main market followed by inclusion in the FTSE 250 possibly this September.

One I have been holding for a long time, Accumuli (LON:ACM) was bid for - a disappointing price though, roughly around 31p in shares from the takeover company and some cash. 

I'm not quite sure whether to bail or to hold on, may hold on, for website purposes though I'll close at 31p to make life easier for me which banks a final profit for the site on this one of £4,500.

Valuing property companies isn't my thing but Telford Homes (LON:TEF) catches the eye.

It's building homes in just the right places around London and particularly it will benefit from the crossrail effect.

It has a fantastic portfolio and even better a very healthy order book. Statements are very bullish indeed.

So this looks like a fabulous isa tuckaway and a potential doubler from here given plenty of time and patience.

Tungsten (LON:TUNG) has more than halved recently and so it seems a good time to pick some up. Hard to value for sure, but could end up at least another pound higher. 

It's been winning a lot of contracts and there have been several announcements. An attack by shorters probably means the price went down by much more than it should and so presuming they are done, more upside awaits.

I'd raised the stop on tep to just about breakeven and that was hit. Frankly I was blithely expecting another easy quick profit here, goes to show you should never be smug and the market can make a monkey of you very easily.

Bizarrely to me, the share price went below 9 quid, couldn't resist that and snapped some up. It looks very cheap below a tenner with a very large dividend.

London Capital slid a lot, way too low I thought and bought again though this is my last go! Since then a director has also bought. With a lot of cash it isn't going bust and there is still a chance new management could turn it around.

I've got a long-term holding in IPGroup (LON:IPO) and I bought a new lot of shares, - 3,000 in an offer at 225 last week. 

This is despite already trebling my money on them having bought them at 72p so now up over £10,000. 

A lot of institutions seemed happy to buy these at 225p and I think we have the same idea, hang on for more rewards to come. 

Gulf Marine Services (LON:GMS) put out a decent statement, I did sell half my holding they day before just in case getting 130.06 to bank a profit of £374 .  Then yesterday the price came back all of a sudden so I picked up a new lot yesterday at 116.2. Still potential for a re-rating back to 150 area. 

Newish buy Imimobile (LON:IMO) reported last week and it was a very strong report, pushing the price higher,

Scysis also reported - a nice statement except that currency headwinds are holding back profits. However it looks mighty cheap still so I am going to continue to hold. It also reported a new contract win worth £6m with the BBC. Patience should pay off here in the long run. The shares are up nicely today.

Iomart (LON:IOM) put out a strong statement. The beauty of it is that Iomart shares aren't worth much less than they are now, so one can hold happily. What we are waiting for is another bid to come in, I suspect next time 300p will be enough.

It's one of those shares to put away, forget about and then one morning when you least expect it a bid announcement appears and you've gained 40% overnight. I'm waiting patiently.... 

Carclo (LON:CAR) put out a statement today - the market has responded well - all its divisions appear to be performing nicely and there is potentially more upside here. The lovely GB Group put out a great statement with profits ahead of expectations - it rose nicely this week after that and looks like a bid target.

Spire (LON:SPT) continues to boom up giving me a tremendous profit looking for it to hit 400p soon. 

Recent buy Dialight (LON:DIA) has really lit up with a massive rise. .

Good old Dignity (LON:DTY) continues well and shouldn't be long before it hits 2000.  reported. Already doubled on these and over the years no surprise if it doubled again, there's a lot of money in death!

Quartix (LON:QTX) seems to be on a nice run higher and went up a few pence yesterday, shame the spread is a bit wide. GVC went ex dividend today which is why it is down a bit but some nice cash soon to arrive from that!

Shoe Zone (LON:SHOE) has gone nicely higher and hope for an uplift to 300p soon. Caretech has flown up and gone past the 240 mark  now. 

Energy Assets (LON:EAS) looks like it may get a re-rating up  32 Red continues its strong run up. Elsewhere Sprue Aegis hangs onto gains.  Keeps rising - it seems to stay put for a while then put on 15p which is fine by me!  

New Issue John Laing (LON:JLG) is now doing the business and this week has gained very well, a few sellers around at 212 but if that clears 230 beckons.

Pets at Home (LON:PETS) is still doing well and  I was looking for 250 - now it is up above 260 getting even greedier and wondering about 275!   Those of you who came to the seminar saw the real giant spreadbets I have in it where I am up more than £15,000.

Entertainment One (LON:ETO) has had a great week, trying to stay above 320 - a beautiful long-term winner.  

I still have the spreadbet in British Airways or consolidated something or other whatever they're called now and see I am more than 2 grand up. I only bought them as a short-term play on the ebola fears being overdone but as they seem strong I might as well turn it into a longer-term thing!

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