Introduction – 00:18
What does the new ownership mean for GCI & subscribers – 00:46
David’s background – 02:35
How did David’s July 20 recommendations do? – 03:25
Venture Life (VLG), Accrol (ACRL), Codemasters (CDM), Victoria (VCP), Manolete (MANO), AFH Financial (AFHP)
Current recommendations: Gaming Realms (GMR) – 08:23
DX Group (DX.) – 14:34
Think Smart (TSL) – 19:15
IMImobile (IMO) – 27:03
Motorpoint (MOTR) – 32:11
Inspired Energy (INSE) – 35:08
Q&A – 41:10
At DX. what does the balance sheet & return on capital look like? – 41:16
IMO – who are the big competitors – 43:20
IMO – would it list in the US, if so would it leave AIM? – 44:32
VLG – Are you worried about the cash conversion? – 45:00
GMR – will it need to raise cash as it grows? – 46:35
MANO – would you cut losses or average down? – 47:53
AGFX – what’s your take on the H1 trading update? – 49:44
CDM & GMR – will you be building your positions? – 52:29
GMR – what’s the next chance of US gaming news re lockdown and Slingo – 54:25
Do you look at mid caps or larger caps? – 55:28
About David Thornton
Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.
PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.
PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.
