Holders Technology: a Graham net-net on AIM

Holders Technology (company website) is a supplier of special laminates and materials for printed circuit boards and is also a LED solutions provider to lighting and industrial markets. Holders Technology is a Graham net-net: Share price: 48.50p Shares outstanding: 3,939,551 Market cap: £1.91 million NCAV 05-31-2014: £4.08m Cash and cash equivalents 05-31-2014: £0.73m Total liabilities […]

Facebook and Twitter as value investments?

No, I have not completely lost my mind and will not argue here that Facebook and Twitter are actually undervalued. I have no idea what these companies are really worth. But I do think that there is a closed-end investment fund that might be an attractive speculation: the Firsthand Technology Value Fund (SVVC). Since this […]

PNE Industries sells down stake in PNE PCB Bhd

A quick update on another positive development at PNE Industries. On June 6 the company called an Extraordinary General Meeting to ask shareholders approval for the disposal of the company’s 42.8% shareholding in PNE PCB Bhd: link. This resolution was passed by shareholders on June 25. PNE Industries announced today that is has sold 5.0 […]