I consider this to be the best all round tool a UK investor should invest in to aid their research and skillsets. It isn’t cheap, but it shouldn’t be either with the amount of features available. Fastest RNS access, within seconds not minutes, excellent charting tools, portfolio and list management via queries and filters.
if you want to know more or want to join the unofficial support group on Telegram,
Final position of approx 5.5% decline if investing equally in each stock. Some highs and some lows and a few unfinished stories. Sets things up for the coming year maybe….
The Highs
#PIP, #BLU, #SAL were perhaps 3 of the least popular picks at the time, but all have shown a great return over 2021. #PIP and #SAL both hit targets and I retain them in my long term holdings as feel both businesses have a long way to travel, along a positive path as UK Manufacturing and UK Retail advertising both recover from Covid related hits. I don’t see them doing another 50-100% growth in 2022 so won’t be putting them into my new Top10 but they have done me proud so far and happy to keep a significant chunk of each company in my real life investment strategy.
#BLU is a fascinating boutique of investments, with Satoshipay and Dynasty leading the way. I picked a target of 0.8p for fair value and believe it has every chance of continuing the 2021 growth shown since November as the market wakes up to the potential within. This means it will stay in my Top10 for 2022.
Also staying in the Top10 for 2022 will be #EUA as the journey continues with them now having 3 different businesses within 1, PGM, battery metals and hydrogen production (as discussed elsewhere).
The Lows
#POW, #VDTK, #NCYT, #TWD, #ZOE (now #CHLL)
Not everything will be a success, but I see a route back to breakeven point from 2.1.21 on #POW, #NCYT and #TWD given time. Whilst each had a nice rise above starting point, each suffered from problems, either unloved by the market or not achieving the progress anticipated in a timeframe that seems ever shorter as investors/traders jump from stock to stock. Holding them in real life but won’t be including them in Top10 for 2022 as unsure as to timeframes and don’t feel a need to put a target on their performance yet.
#CHLL – disaster, what else can be said. Lack of revenue, severely punished by the markets and now in the bottom drawer. A profit was available for those calling the top of the hill, that is perhaps the best sentiment I can muster for this stock at present.
#VDTK – a great product and it would seem a complete inability to tell the story so far. Perhaps my fault for not following events closely enough, which is a downside of any investor with a large number of holdings. Was never in profit during the year so definitely a failure, so far. Believe in the product though so won’t be selling my holding for the foreseeable future. At time of writing it could head back to 8p or stay where it is, coin toss seems as accurate as anything I can suggest so won’t be including it in a Top10 list this coming year.
#Hi55 – hard to measure progress on private companies, several investors exited at 70p which was also the price at start of year, so a score draw on the portfolio
2022 thoughts
Will post separately on the Top10, to see what stocks join #EUA, #BLU and $PRTG in my Top10 for 2022. As the intention is to hold stocks for the full year and not change every 5 minutes, I might seek to discuss some steadier investments that offer growth potential without being as high risk as others.
Comparisons
Of little relevance to anything, nobody I tracked has shown a profit across the whole 12 months, but Myles and Zak got off to a strong start before market conditions caught up with their picks. Maybe I should track a few more in 2022!
A boutique of firms, highlights are QM Systems – £1.7m contract in place for this financial year and well regarded within manufacturing sector for niche machines. Adien – involved in 5g rollout with site surveys and inspection services alongside regular work. Featured in a small way in the following write up
Thomson Engineering – involved in rail sector with attachments for machines and a range of products. They’ve not mentioned HS2 but obviously a lot of interest in the sector as that proceeds from a build perspective
Downsides – Chairman is propping up the company with a big loan but is very supportive and speaks his mind on Brexit and other issues. This is a genuine downside and not pushing it aside. Other even smaller companies in the group might be a drag on performance, little reported about them. Website needs a refresh and social media is non existent making it truly under the radar.
Reason I invested UK Manufacturing needs to find its feet again and invest in more productive systems to enhance competitiveness. QM Systems can be a part of this. Not a 5 min trade, will take some time to bear fruit but if they continue the contract wins and improve communications I could see a price around 12p being sustained. Brexit deal can only help them now as manufacturing should be able to continue as before.
Chairman speaks his mind – I like straight talking and you can’t beat this :
As of start of Jan 2021, 7-8p
Please note – these are my independent thoughts on #PIP as a shareholder and not to be taken as investment advice.
A personal site for my investment opinions. Please note the important information below.
Seek professional advice if required
If you are unsure of any investment decision you should seek a professional financial advisor. PowerOf78 and gmf78 are not registered investment advisers and will not provide investment advice or recommendations. We are not regulated by the Financial Conduct Authority.
Investment risks
The value of shares can fall as well as rise. Dividend payments can fall as well as rise. Any information relating the to past performance of an investment or investment service is not a guide to future performance. Share prices may go down as well as up and you may not get back the original amount invested. You should not buy shares with money you cannot afford to lose.
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
Cookie
Duration
Description
AWSALBCORS
7 days
This cookie is managed by Amazon Web Services and is used for load balancing.
cookielawinfo-checkbox-advertisement
1 year
Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
cookielawinfo-checkbox-analytics
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional
11 months
The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
PHPSESSID
session
This cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user session on the website. The cookie is a session cookies and is deleted when all the browser windows are closed.
viewed_cookie_policy
11 months
The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Cookie
Duration
Description
AWSALB
7 days
AWSALB is an application load balancer cookie set by Amazon Web Services to map the session to the target.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Cookie
Duration
Description
__gads
1 year 24 days
The __gads cookie, set by Google, is stored under DoubleClick domain and tracks the number of times users see an advert, measures the success of the campaign and calculates its revenue. This cookie can only be read from the domain they are set on and will not track any data while browsing through other sites.
_ga
2 years
The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_gat_gtag_UA_169317636_1
1 minute
Set by Google to distinguish users.
_gid
1 day
Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Cookie
Duration
Description
test_cookie
15 minutes
The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.