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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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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...

FGEN DIVIDEND LOOKS SUSTAINABLE - 02/12/24

Aside from my long term and continued focus on the small-micro-cap space, I also hold a number of Investment Trusts, primarily for...

TIME MARCHES ON - 17/11/24

Although it was only a couple of months back that I last penned something here on TIME Finance, I thought it worthwhile providing some...

TIME ISN'T STANDING STILL - 26/09/24

As I sit and type this morning, there are clearly an increasing number of companies delivering either a downbeat message to the market or...

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