Updates

Quindell Portfolio

November 2013

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.

Quindell continues to play a blinder with a Q3 statement confirming that it expects to achieve 2013 expectations and to exceed the top end of market expectations for FY14. This follows news earlier in the month that its Services division had won a contract with Direct Line worth Â£50m+ pa plus other agreements with 10 key brands for over Â£150m annual revenue which will begin to ramp up next year. The Software arm also continues to go great guns.Cash collection remains ahead of plan, resulting in operating cash inflow of Â£4.5m and it has made good progress in rolling out its â€œcollaboration modelâ€ which shortens the working capital gap from 6 months+ to 60 days. Cannacord's eps forecast is now 2.6p for the cu ...

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Clinigen - On lookout for 3-5 more deals

Tracsis

Quindell - Hit by bear raid (May 2014)

Quindell - Gain to date: 344% (March 2014)

Quindell Portfolio - Moving to Full List in March (December 2013)

Quindell Portfolio (October 2013)

Quindell Portfolio - Proves the doubters wrong (September 2013)

Quindell Portfolio (June 2013)

Quindell - Break through agreement with RAC (May 2013)

Quindell Portfolio (February 2013)

Quindell Portfolio - Another eps enhancing acquisition but.... (January 2013)

Quindell Portfolio - Mercurial share price rise continues (December 2012)

Quindell Portfolio - Blow out year ahead (November 2012)

Quindell Portfolio (October 2012)

Quindell Portfolio (July 2012)

Quindell - Â£120m contract win and broker sets 24p share price target (June 2012)

Quindell - Buys a whiplash rehabilitation specialist on c.5x profit (May 2012)

Quindell - Expects "significant contract wins" (April 2012)

Quindell - Â£30m placing to accelerate growth (March 2012)

Quindell Portfolio - Five earnings upgrades (February 2012)

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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