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Simon Thompson: First-half profit fell following investments, but earnings could really take off next year
Simon Thompson: A leader in maritime tracking technology returns to profit and could double earnings this year
Simon Thompson: A major contract award improves sales visibility, with the shares breaking through a key resistance level
Simon Thompson: Profits could rebuild after a major order, and more wins in the pipeline will boost earnings and sentiment
Simon Thompson: Ongoing contracts are building momentum and the shares are attractively priced
Simon Thompson: News of working capital issues and balance sheet pressures have spooked investors, but all is not lost
Simon Thompson: The business is gaining traction, winning new orders, and will soon move into sustainable profit
Simon Thompson: The company is shrewdly recycling balance sheet cash, and its portfolio is priced 30 per cent below book value
Simon Thompson: The company is delivering double-digit sales growth and offers a strong earnings recovery potential
Simon Thompson: The largest holding has received regulatory approval for a medical device that could revolutionise treatment
