Simon Thompson's Bargain Shares

Simon Thompson's Bargain Shares
Company nameTIDMMarket value Opening offer price 01.02.19Bid price  06.01.20 DividendsPercentage change
TMT Investments (note one)TMT$163m250¢580¢20¢140.0%
Futura Medical (note two)FUM£70m14.85p34p0p129.0%
InlandINL£170m57.75p82p0.85p43.5%
Ramsdens HoldingsRFX£71m165p230p4.8p42.3%
Bloomsbury PublishingBMY£221m229p296p8.03p32.8%
Augmentum FintechAUGM£119m102.4p102p0p-0.4%
Mercia Technologies (note three)MERC£83m29.57p27.5p0p-7.0%
Driver GroupDRV£36m74p67p0.5p-8.8%
Litigation Capital ManagementLIT£74m77.5p67.8p0.81p-11.5%
Jersey Oil & GasJOG£36m205p167p0p-18.5%
Average      34.1%
FTSE All-Share Total Return index6,8527,838 14.4%
FTSE AIM All-Share Total Return index1,0231,090 6.5%
Note 1: Simon advised taking profits on TMT Investments at 580c a share on Monday, 9 September 2019 ('Takeovers, tender offers and taking profits', 9 September 2019). The selling price is the one used in the performance table.
Note 2: Simon advised taking profits on Futura Medical at 34p a share on Monday, 14 October 2019 ('Bargain Shares: golden opportunities', 14 October 2019). The selling price is the one used in the performance table.
Note 3: Simon advised selling Mercia Asset Management at 27.5p a share on Monday, 9 December 2019 ('Taking stock and profits', 9 December 2019). The selling price is the one used in the performance table.
Source: London Stock Exchange opening offer prices at 8am on 1 February 2019 and bid prices at 12.14pm on 6 January 2020 or when Simon advised exiting the holding.

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