Opinions on small caps - Aussie Stock Forums

Results 1 to 10 of 10
  1. #1

    Default Opinions on small caps

    Hey guys,

    I don't know how you guys ever get enough post to enter the comp!

    With the market approaching 4000 points and surely can't keep running the way it has, is there more value in Small caps or blue chips at the moment.

    A couple of small caps I hold that have missed the boat are:

    Mark Sensing (MPI) - up and down like a yo-yo for years, thought they were coming out of troubles but had a profit warning and are now at their lowest for a while.

    Hugall & Hoile (HUG) - another small cap going nowhere despite maiden dividend and improving profits, not sure why it is still so low.

    PCH Group (PCG) - has had a good run, but considering its maiden dividend payment and recent announcement it is considering an interim dividend, I think should be alot higher than it is.

    Any opinions on these stocks?

  2. #2
    PlanYourTrade > TradeYourPlan RichKid's Avatar
    Join Date
    Jun 2004

    Default Re: Opinions on small caps

    Hi there,
    Mark Sensing MPI was mentioned in another thread due to director activity, I'm keeping an eye on it to see what'll happen- have you been following it closely over the years?

    http://www.aussiestockforums.com/for...&highlight=mpi (See last post in that thread)

    My posts are not recommendations (even when I rave about something). Always rely on your own research & judgement.

  3. #3

    Default Re: Opinions on small caps

    I've been following MPI for years, they seem to have really good technology and a great production facility out in Bayswater. The problem is that they just can't get sales. Their biggest customer has cut back orders, causing a profit warning released I think in October this year.

    Only a few months ago, I thought they would run up and over 30c after they sorted out all of their board struggle issues and got rid of the MD that was useless, but it looks like their troubles aren't over yet.

    I would think a good speculative buy at 7.5c, only because I think they have shown that they are profitable and, a little while back now, they put through an adjustment to write back their retained losses to share capital, a move you would only make if you were thinking about paying dividend in the future, which I think MPI is. So keep watching...

  4. #4

    Default Re: Opinions on small caps


    I also hold PCH Group (PCG). You may need patience with this one, I intend to hold onto these for a while and I think the strength in their earnings growth has been impressive - which has led to them being able to provide dividends.

    I think their overseas earnings may have been hurt slightly with the rise in the aussie dollar.

    Long term hold for me


  5. #5

    Default Re: Opinions on small caps

    PCG up 15% in the last week and a bit - on no news????

    It hasn't moved this much and quickly in a long while - I think someone may be bying a large holding.

  6. #6

    Default Re: Opinions on small caps

    I remember there being speculation of a takeover a few months back, so I wouldn't be surprised....hopefully some good news is just around the corner.

  7. #7

    Default Re: Opinions on small caps

    Hi Fleeta I think it is definately the time to look at lower cap. stocks .Most blue chips have moved solidly in the past 6 months apart from the large banks which hit their peaks earlier this year and are not responding to this current surge . I can only see the market slowing down, or at least taking a breather for a while . Small caps that are paying consistent dividends have great potential,after all some of them will grow to be your future blue chips. Regards KOOKA

  8. #8

    Default Re: Opinions on small caps

    Totally agree with you KOOKA...and it's great to be watching the small caps rise during the correction of the general market. The last week has been a great one for several of my stocks, mainly PCG and CKL...keep an eye on both of these.

  9. #9

    Default Re: Opinions on small caps

    PCG going along nicely, at 12 month high now, expecting top results...

    CKL announced results today, maiden dividend, share price should break through 75c soon.

    2 stocks to put on your watchlist - sure they won't do an NMS, but they are certainly walking the right way.

  10. #10

    Default Re: Opinions on small caps

    Cheers to all PCG holders, half yearly report out today!!

    AND the market liked it

    Price currently up 5.6% to 0.56

Similar Threads

  1. Small cap stocks
    By nioka in forum ASX Stock Chat
    Replies: 2
    Last Post: 11th-April-2008, 08:16 PM
  2. Large caps, a waste of time?
    By Plasmo in forum Beginner's Lounge
    Replies: 28
    Last Post: 9th-April-2008, 10:32 AM
  3. Will blue chips outperform small caps this year?
    By ta2693 in forum ASX Stock Chat
    Replies: 1
    Last Post: 6th-July-2007, 07:59 PM
  4. Why would you buy on credit? (micro caps & stop losses)
    By markrmau in forum Trading Strategies/Systems
    Replies: 9
    Last Post: 6th-January-2007, 11:43 PM
  5. Small cap investing, majority control and small shareholders
    By cuttlefish in forum General Investment and Economics
    Replies: 3
    Last Post: 27th-June-2006, 04:55 PM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
Aussie Stock Forums