A piworld interview with David Thornton: Results Season Update

from PIWORLD Investor Podcasts · host piworld

A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below. 00:43 What’s been the general theme of company results? 04:37 MISSION (TMG) 08:17 Tracsis (TRCS) 11:54 Quixant (QXT) 17:03 Belvoir (BLV) 21:08 The Property Franchise Group (TPFG) 21:59 Medica (MGP) 27:20 Somero (SOM) Links to results from companies featured by both piworld and mentioned by David: MISSION (TMG) Full Year 2020 results overview https://youtu.be/Zmpxr1RPi0U Tracsis (TRCS) 2021 Interim results presentation: https://youtu.be/3nVTcPU36ZQ Interim results overview: https://youtu.be/aEQ_PTO1758 Quixant (QXT) Full year 2020 results overview https://youtu.be/Xc9_YYaoyiQ The Property Franchise Group (TPFG) Full year 2020 results presentation: https://youtu.be/WNorQSjObI8 Full year 2020 results overview: https://youtu.be/tZrV3xeyivE Somero (SOM) Full year 2020 results presentation https://youtu.be/STMuRAadx08 About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc. www.growthcompany.co.uk Twitter: @growthcompany

What this episode covers

A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below. 00:43 What’s been the general theme of company results? 04:37 MISSION (TMG) 08:17 Tracsis (TRCS) 11:54 Quixant (QXT) 17:03 Belvoir (BLV) 21:08 The Property Franchise Group (TPFG) 21:59 Medica (MGP) 27:20 Somero (SOM) Links to results from companies featured by both piworld and mentioned by David: MISSION (TMG) Full Year 2020 results overview https://youtu.be/Zmpxr1RPi0U Tracsis (TRCS) 2021 Interim results presentation: https://youtu.be/3nVTcPU36ZQInterim results overview: https://youtu.be/aEQ_PTO1758 Quixant (QXT) Full year 2020 results overview https://youtu.be/Xc9_YYaoyiQ The Property Franchise Group (TPFG) Full year 2020 results presentation: https://youtu.be/WNorQSjObI8Full year 2020 results overview: https://youtu.be/tZrV3xeyivE Somero (SOM) Full year 2020 results presentationhttps://youtu.be/STMuRAadx08 About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc. www.growthcompany.co.uk Twitter: @growthcompany

NOW PLAYING

A piworld interview with David Thornton: Results Season Update

0:00 32:08

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

FV 134 : Dédé l’Ardéchois (Part 1): local heritage and history of the railway

Jun 15, 2022 ·39m

FYW 245 : French slang expressions (4)

Jun 15, 2022 ·8m

FYW 244 : When is “ne” optional in French ?

May 25, 2022 ·20m

FYW 243 : When to capitalise a word in French ?

May 19, 2022 ·16m

FV 133 : (Part 2) The “vin de pomme” from Pays Basque

May 15, 2022 ·34m

FYW : Live workshops are back! May 2022

May 12, 2022 ·1m

Similar Podcasts

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Lee Olsen Show Lee Olsen CJF I want to help you improve all areas of your life by 3 types of podcasts!👉Blood, Sweat & Blessings-Interviews of normal people that have achieved BIG things!👉Series!!! For Love of the Horse- Brad Jackman DVM & Lee Olsen CJF, how to help your horse!👉Business Tips- Proven Life Changing Business Strategies with Lee Olsen Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. 🎙️Truth and Testimony the Broadcast Ray Gauthier & Adrian Scott This Podcast discusses and teaches the word of God. You will hear about world news and how it relates to bible prophecy. You will also hear interviews and testimonies from men and women of God who have devoted their lives to serving Yeshua (Jesus). Hosted by Ray Gauthier and Adrian Scott. These two long term broadcast colleagues have joined forces once again to provide you the highest quality in broadcast excellence, all for the glory of Yahweh: the God of all creation!You can see most of the podcasts uploaded here at our Youtube Channel.https://www.youtube.com/@truthandtestimonythebroadcast

Frequently Asked Questions

How long is this episode of PIWORLD Investor Podcasts?

This episode is 32 minutes long.

When was this PIWORLD Investor Podcasts episode published?

This episode was published on May 14, 2021.

What is this episode about?

Can I download this PIWORLD Investor Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!