Shareworld's Guide to Investing - The Official Blog

Thursday, 22 November 2012

WANdisco (WAND) - Buy

There have only been three technology floatations in London this year. A far cry from the heady days of the tech boom a

decade ago. However, the three companies that have listed in 2012 have gone largely unnoticed. For starters they’re small,

and they’ve also chosen the Alternative Investment Market (AIM) to make their debuts. The first to appear was Austrian

software company Incadea, which raised £17m in May. The second, WANdisco, came to the AIM market in June. Then Blur Group

raised £4m in October. Of the three, WANdisco has been the most successful. It is a small company worth around £90m. The

shares were originally placed at 180p and have more than doubled since the first day of trading. Management decided to list

on AIM in order to fund expansion of the company’s sales force, to open an office in China and potentially make some

acquisitions. The placing was significantly oversubscribed (by 300 per cent) and shareholders include big institutions like

Fidelity, Legal & General, Blackrock and M&G.

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Monday, 5 November 2012

Ricardo - Buy

Ricardo Plc, established originally in 1915 as Engine Patents Ltd by Sir Harry Ricardo, is today a leading multi-industry

engineering provider of technology, consulting services and product innovation. Notably, Ricardo developed and supplies the

renowned twin-turbo V8 engine used in the new McLaren MP4-12C supercar. In addition, Ricardo has collaborated with Xtrac Ltd

in the development and supply of transmissions to Formula One teams, including Lotus and HRT. Furthermore, Ricardo is

concerned with the development of intelligent transport systems and hybrid-electric systems. Currently Ricardo derives

business from defense, rail and clean energy sectors to complement motorsport and transportation order books.

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