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PRIVATE PUNTER

My Blog

Welcome to my blog, an extension of my long-standing market coverage.
Comments and thoughts are my own, and not advice.

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LOOKING FOR GROWTH FROM DEFENCE AT QINETIQ - 15/12/25

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

CATCHING UP WITH DBOX, AFTER A POSITIVE TU - 10/12/25

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,

AI CAN DRIVE SYS ON A RETURN TO GROWTH - 09/12/25

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

SHEARWATER LOOKS WELL PLACED TO DELIVER - 14/11/2025

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 IS TICKING WELL - 26/09/25

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...

SYSGROUP set for the growth path - 30/07/25

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...

OPPORTUNITY KNOCKS FOR AXS - 26/06/25

Like many other investors, I am always on the lookout for potential growth prospects, particularly when it comes down to novel or...

SHEARWATER SOUNDING MORE BULLISH - 13/05/25

I last took a look here at cybersecurity, advisory and managed security services company Shearwater (SWG) back in December of last year,...

ANOTHER CATCH UP WITH PENNANT - 30/04/25

Whilst Pennant International (PEN)is a company that I have both held shares in and covered here for a number of years, returns for...

TIME FINANCE CONTINUES TO IMPRESS - 27/03/25

Although it was only last month that I caught up with again with Time Finance (TIME), given that the company released a Q3 Trading Update...

PUTTING SOME CHIPS ON ENSILICA - 11/02/25

Aside from looking for undervalued or recovery plays on the market, I’m also not averse to those more speculative growth opportunities....

BANGO - PRE CLOSE UPDATE - 20/01/25

It has been a while since I last touched on Bango (BGO) here, after the company seriously blotted its copybook a year ago. That saw the...

DIGITALBOX BACK ON TRACK - 10/01/24

Like other investors, I endured something of a mixed bag on the performance front over the last year, although suffice to say, the...

IS SHEARWATER PRIMED FOR DELIVERY - 09/12/24

It was just over a year ago that I last took a here at Shearwater (SWG), the shares then standing at 45p. At that time, I was showing a...

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