A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below.

00:00 Opening
00:43 What’s been the general theme of company results?
04:37 MISSION (TMG)
08:17 Tracsis (TRCS)
11:54 Quixant (QXT)
17:03 Belvoir (BLV)
21:08 The Property Franchise Group (TPFG)
21:59 Medica (MGP)
27:20 Somero (SOM)

Links to results from companies featured by both piworld and mentioned by David:

MISSION (TMG) Full Year 2020 results overview
   • The Mission Group (TMG) Full Year 202...  

Tracsis (TRCS) 2021
Interim results presentation:    • Tracsis (TRCS) 2021 interim results p...  
Interim results overview:    • Tracsis (TRCS) interim results overview  

Quixant (QXT) Full year 2020 results overview
   • Quixant (QXT) Full Year 2020 results ...  

The Property Franchise Group (TPFG)
Full year 2020 results presentation:    • The Property Franchise Group (TPFG) F...  
Full year 2020 results overview:    • The Property Franchise Group (TPFG) F...  

Somero (SOM) Full year 2020 results presentation
   • Somero (SOM) FY20 results presentation  

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. 198704 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 200612 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.
www.growthcompany.co.uk
Twitter: @growthcompany