The cybersecurity space is an area that features quite prominently for me on the investment front, where I am currently holding two AIM quoted companies. These are Shearwater (SWG) and SysGroup (SYS), with the latter being the much larger of my two positions. As we stand, I am showing a decent return on both and the space in which they operate is providing ongoing growth opportunities, largely driven by increased cyber threats and tightened regulations. Whilst I never like to

Time for my return to Fonix, which has once again delivered impressively, with the full year 2026 numbers announced on Tuesday 24th September coming in ahead of forecasts. In my previous coverage here, back in March and July, I highlighted what I saw as a quiet compounder, where the valuation provided an investment opportunity. Since March, the shares have rallied from the then £1.55 to today’s £1.97, representing a 27% increase, although looking at how the business is positi

Every now and again a company comes along where, having done the initial research, I find myself wanting to really get under the bonnet, rather than simply rely on the numbers and the usual RNS commentary. Solid State (SOLI) is one such company. I recently took a position in the shares attracted by a combination of specialist technology, exposure to some interesting growth markets and, importantly, what I believe could be considerable operational leverage as the business grow

Pennant Intl (PEN) has delivered very positive Interim Results this week, which resulted in my catching up again with CEO Phil Walker, alongside CFO Darren Wiggins. Despite the shares having pushed on a significant 40% since my last piece here in May, from 20p to a current 29p, momentum is clearly building and that could result in further upside. As far as the numbers go, PEN delivered a 29% increase in revenue to £5.8m, which in turn saw adjusted EBITDA of £0.5m. Although on

Back in March, I revisited Fonix (FNX) here on the blog, which at the then £1.55p I considered to represent very good value. To support that piece, I was fortunate enough to catch up again with CEO and co-founder Rob Weisz, who has been instrumental in guiding the business on its chosen path. I won’t recap the nature of the business as that has already been discussed in the prior article, but suffice to say, a Trading Update released yesterday makes for positive reading. Gros

SysGroup (SYS) delivered its full year 2026 results last week, demonstrating significant progress and, importantly, signs that momentum is now building. Following my previous piece in April, written after catching up with Executive Chairman Heejae Chae, I am revisiting the business having once again spoken with him. As far as the results went, they had largely been signposted in April’s trading update, but with more detail on offer they reinforced the view that SYS is becomin

Despite wider economic gloom and domestic uncertainty, several AIM stocks I have covered here have performed extremely strongly of late, including Filtronic, EnSilica and Calnex. Anyone interested in taking a look back at my reasoning on the investment case for these businesses can find previous articles elsewhere on this blog. A few stocks which I have covered, and in which I have an interest, do remain underwater, although two of those now look ripe for a turnaround. These

It was back in 2023 when I first took a look here at Frontier IP (FIPP), with the shares then trading significantly higher than where they sit today. For those unfamiliar with the company, AIM quoted FIPP is a UK based intellectual property commercialisation specialist focused on identifying and supporting promising university spin outs at a very early stage. In simple terms, FIPP takes equity stakes in emerging businesses, providing both seed capital and hands on strategic s

There was a positive and welcome pre-close trading update from SysGroup earlier this week, and I have once again caught up with Executive Chairman Heejae Chae. At a headline level, the key investment focus continues to be the group’s evolving ability to convert the operational improvement into sustained cash generation, as the business transitions from a repositioning phase into a more consistent earnings and cash delivery model. My last note here was back in December and the

Most recently, I revisited Calnex Solutions here on the blog, highlighting what I saw as an interesting recovery play. Continuing in that vein, I am turning back to Fonix Mobile - a business I first backed shortly after its IPO and one that, to my eye, once again looks compelling value. During that earlier period, I spoke on several occasions with CEO and co-founder Rob Weisz, gaining valuable insight into his long-term vision for the business. While some time has passed sinc

Although I rarely revisit stocks that have already served me well, I’ve recently broken that rule with one particular company: Calnex. I first took an interest in the shares at around 54p some five years ago, and they went on to perform exceptionally well, reaching a high of £1.95. Not surprisingly, it proved a very rewarding period to be invested in the West Lothian–based business. However, in 2023 the story took a sharp and unexpected turn, when constrained customer spend a

Last week, Time Finance released its interim results for the first half of financial year 2026, once again highlighting the steady progress being made across the business. Following the update, I caught up with management to gain further insight into the recent performance and outlook ahead. Regular readers will know that there is already extensive coverage of the company on this blog, but for those new to the story, Time Finance operates in the UK SME market, providing asset

Hargreaves Services (HSP) recently appeared on my radar, prompting a catch-up with management on the day the company released its Interim Results. The numbers were encouraging, delivered alongside an upbeat tone on future prospects, and it felt like an appropriate moment for me to take a closer look at the business. For those unfamiliar, HSP is a UK-based diversified industrial and property services group with operations extending beyond domestic borders. It serves a wide ran

Although much of my investment focus has been, and largely remains, in the small- and micro-cap space, I do venture elsewhere from time to time. These days I hold a number of investment trusts for income, and I also occasionally dip into the FTSE 100 and FTSE 250. One such foray into the blue-chip arena proved particularly successful in early 2022 when I bought BAE at around £6.00. The rationale was straightforward: Russia had amassed troops on Ukraine’s border and an invasio

It was earlier in the year when I last penned something here on DigitalBox (DBOX), so given its very recent update to the market and my subsequent catch-up with CEO James Carter, now seems like an ideal time for some further comment. For regular visitors to the blog, or those aware of my posts on X or ADVFN, the company is one I am very keen on, despite its micro-capsize. As I often point out, there are previous articles and coverage on the blog for those that are interested,

Time for me to take another look here at SysGroup, not least as I hold shares in the company, which last week released its Interim Results. Having spoken in the past with Executive Chairman and major shareholder Heejae Chae, this time round, I caught up with both him and CFO Owen Phillips at Sys’s London office located close to the river in Bermondsey. Sys, which also has offices in Edinburgh, Manchester and Newport is now perhaps best described as a Managed IT services and C

It was back in May of this year when I last took a look here at Shearwater (SWG), the shares then standing at circa 36p. At the time, I spoke with key members of the management team and noted a more upbeat tone on the prospects for the business, which saw me happy to continue holding the shares. Since then, although there hasn’t been much on the news front, what there has been continued in a positive vein and the shares duly responded to a more recent 61p mid-price. Following

Time Finance (TIME) has been a regular feature here on the blog over the last few years, where my initial investment has delivered a very...

Eighteen months ago, I took a close look here at Filtronic (FTC), the shares then sitting at 29.5p where it appeared to be on the cusp of...

Cybersecurity and all that goes with it has occupied much on the news front in recent months, thus, making it a potentially hot space for...