Primary Recommendation

CML Microsystems - Industrial IoT play

February 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

A few weeks ago I met with Chris Gurry, chief executive of CML Microsystems, whose father set up the business back in 1968.CML’s mainstay is its two businesses; CML Microcircuits, which supplies microchips for use in walkie-talkies (of the type used by the police force and the military) and Hyperstone, which supplies flash memory controllers (of the type used in removable smart cards). The common strand between the two parts is data - transmitting it faster and storing it more reliably and securely.Three years ago, following a downturn in sales and the loss of a key customer, Gurry junior made a conscious decision to increase the proportion of revenue he would spend every year on R&D from 15% to 20% in order to develop ne ...

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Market Comment - February '18

Arena Events - Consolidation story targeting the US events market

CML Microsystems (July 2021)

CML (January 2021)

CML Microsystems (July 2020)

CML Microsystems (December 2019)

CML Microsystems (July 2018)

CML (July 2014)

CML (September 2013)

CML (December 2012)

CML (August 2012)

CML - Launches SATA interface (July 2012)

CML (March 2012)

CML (December 2011)

CML Microsystems - Double digit growth (September 2011)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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