Simon Thompson's Bargain Shares

Simon Thompson's Bargain Shares
Company nameTIDMMarket value Opening offer price 01.02.19Bid price  11.12.19 DividendsPercentage change
TMT Investments (note one)TMT$163m250¢580¢20¢140.0%
Futura Medical (note two)FUM£70m14.85p34p0p129.0%
InlandINL£162m57.75p78p0.85p36.5%
Ramsdens HoldingsRFX£66m165p213p4.8p32.0%
Bloomsbury PublishingBMY£202m229p271p8.03p21.9%
Augmentum FintechAUGM£121m102.4p103p0p0.6%
Litigation Capital ManagementLIT£78m77.5p72p0.81p-6.1%
Mercia Technologies (note three)MERC£83m29.57p27.5p0p-7.0%
Jersey Oil & GasJOG£34m205p158p0p-22.9%
Driver GroupDRV£29m74p54p0.5p-26.4%
Average      29.8%
FTSE All-Share Total Return index6,8527,469 9.0%
FTSE AIM All-Share Total Return index1,0231,019 -0.4%
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 closing bid prices on 11 December 2019 or bid price on date when Simon advised exiting the holding.

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