As we come to the end of 2020, we have all lived through a tragedy. The Europe cut-off, Brexit is still exiting, millions on furlough, and comfortable business practices have totally changed
Despite this we have delivered as the Aim All share is up +16.72 % over the last year, while OMG!’s average tip for the whole year increased by +70%. …. boooom
Biggest winner GGP up +968%
Biggest loser Drum down -35%
Hope for 2021 is difficult to generate out of the prospects for economic, medical or political news which is all a bit awkward. The reality is that as soon as the economy is judged to be able to stand it the Government will move to inflationary Covid payback time….. higher taxes etc
Unless you work by the aphorism, “she who expects nothing cannot be disappointed,” Investors in small caps need to travel in hope and critical to performance is being in the right investment themes, as ‘all boats raise on a high tide’.
An easy answer is investing in companies, in media, life sciences, telecom, messaging, technology, sustainable energy and new economy services. As it is will be a challenge to seek price performance from recovery in oil, bricks and mortar retail, leisure, airlines and hospitality.
A Theme that is starting to drive business investment is Environmental, Social and Governance, ESG. These in broad brush strokes means investing in companies committed to a set of values that promote ‘economic justice’ to all its stakeholders and has a positive impact on society. This will be driven by improved disclosure leading to improved practices.
We will be Tipping T20 Trades in 2021, as we anticipate plenty price volatility. Good Buys Part Two to follow …..
Buy Sell +/- %
Checkit | ckt | 30.5 | 51 | 67.21 | |
Ebquity | EBQ | 29.5 | 20.2 | -31.53 | |
Anxeo | anx | 129 | 134 | 3.88 | |
ULS Tech | ULS | 46.5 | 76.8 | 65.16 | |
Byotrol | BYOT | 6.15 | 6.725 | 9.35 | |
Ironridge | IRR | 8 | 12 | 50.00 | |
Newmark | NWT | 1.1 | 1.375 | 25.00 | |
Lidco | LID | 8.25 | 11.75 | 42.42 | |
The Works | WRKS | 30 | 32 | 6.67 | |
Iofina | iof | 15.85 | 12.75 | -19.56 | |
Totally | tly | 11.75 | 20.25 | 72.34 | |
Genedrive | GDR | 31 | 50 | 61.29 | |
Your Gene | Ygen | 15.625 | 14.5 | -7.20 | |
Minds | MMX | 5.2 | 5.05 | -2.88 | |
Greatland | ggp | 3.3 | 35.25 | 968.18 | |
zaim | zaim | 3.4 | 2.73 | -19.71 | |
React | Reat | 0.92 | 1.325 | 44.02 | |
Ironridge | Irr | 11.5 | 12 | 4.35 | |
Feedback | FDBK | 0.9 | 1.05 | 16.67 | |
Netcall | Net | 37.5 | 50 | 33.33 | |
DX | dx | 12.63 | 27 | 113.78 | |
Collagen | COS | 3.45 | 6.5 | 88.41 | |
Maestrano | MNO | 2.6 | 14.5 | 457.69 | |
Surgical | Sun | 2.25 | 1.6 | -28.89 | |
Optibiotix | OPTI | 56.5 | 51 | -9.73 | |
Zoetec | zoe | 9.25 | 61.7 | 567.03 | |
Open Ophen | ORPH | 12.13 | 23.75 | 95.80 | |
ArgoBlock | ARB | 3.9 | 14.75 | 278.21 | |
Energiser Investments | Drum | 0.65 | 0.42 | -35.38 | |
Pensana | Pre | 24 | 77 | 220.83 | |
Belvoir | BLV | 130 | 156 | 20.00 | |
Seeing Machines | See | 3.13 | 5.85 | 86.90 | |
Ebiquity | EBQ | 27 | 20.2 | -25.19 | |
Mercia Asset | Merc | 20.75 | 24.5 | 18.07 | |
DigitalBox | Dbox | 4.75 | 5.6 | 17.89 | |
Luceco | Luce | 186.2 | 265 | 42.32 | |
Immupharma | Imm | 12.8 | 12.6 | -1.56 | |
Real Estate | RLE | 28 | 32 | 14.29 | |
Inspiration Health | IHC | 61 | 76 | 24.59 | |
Diurnal | DNL | 62.5 | 50 | -20.00 | |
Octagonal | OCT | 1.75 | 1.25 | -28.57 | |
eEnergy Group | EAAS | 7.75 | 11.15 | 43.87 | |
Intelligent | MED | 15.25 | 15.25 | 0.00 | |
Tekmar | TGP | 47 | 64 | 36.17 | |
Personal | PGH | 200 | 202 | 1.00 | |
IQGEO | IQG | 83.5 | 82 | -1.80 | |
Driver | DRV | 52 | 52 | 0.00 | |
Trans Siberian | TSG | 116 | 119 | 2.59 |
3367.30
48 Tips/ 3367.3= 70.15%