Share Opportunities in the Technology Sector

I was busy last week interviewing various chief executives from some of the better Aim-listed-companies… I am in the process of finalising the details for a new newsletter that should be launching soon. I am going to be taking a look at some of the more exciting and fast moving stocks in the junior market – and I’ll tell you which shares I think you should back with your hard-earned cash. I’ll let you know more details as soon as I have them. It shouldn’t be long now…

After the recent correction, many opportunities have been uncovered and I have spotted a number of interesting opportunities across the market. I note a doubling of turnover and profits from this tiddler in the undervalued technology sector.
 

Belgravium is a computer design and manufacturing company, specialising in the mobile computing and Radio Frequency Data Communications (RF/DC) market areas. The company was formed in 1982 and rapidly established itself as an innovative designer of rugged mobile computer equipment.

In 1987 Belgravium implemented its first Radio Data Communications system, consisting of thirty vehicle mounted terminals. Since then, the company has grown to become widely acknowledged as a leading supplier of industrial mobile computing equipment for use in a wide variety of application sectors including warehousing, logistics, field service and proof of delivery.

From its UK headquarters, the company manufactures a comprehensive range of Batch and Radio Data Terminals together with the necessary firmware to cater for specific requirements. To complement the radio terminal range, Belgravium also provides proven host connectivity solutions which include mainframe and mid-range emulation software and host resident handlers.

Belgravium has given a confident outlook for 2007 and the shares trade on a PE of less than 10.

Another little company that I have been watching with interest recently has seen its shares jump on news of a takeover approach. The group is International Molybdenum.

Molybdenum is a silvery-grey metal with has high density, a melting temperature of 2,610ºC and is the lowest thermal coefficient of all the engineering metals.

“Moly” does not occur in its metallic form in nature. Molybdenite was included in the ancient category of substances known as “molybos”, Greek for lead-like. Not until 1778 was it individually identified as an oxide powder by Swedish scientist Carl Wilhelm Scheele. 1n 1782, Peter Hjelm reduced the oxide with carbon to produce a dark metallic powder which he first named “molybdenum.” It took over another century for moly to enter commercial use, as an alloy constituent used in the production of cars and in armour plating.

As I have been telling you for some time now, consolidation in the mining sector will be a major theme going forward. You should expect more consolidation amongst small resource stocks

And finally…  Pixel Interactive Media, Asia's leading online advertising sales network, is pleased to announce it has agreed to acquire Chinese online affiliate marketing business Easy Growth Limited.

“This acquisition enables Pixel to expand into the Chinese market with the combined offering of a wider service mix of both branded display and affiliate advertising models, with the opportunity to cross sell these services to new and existing clients. We look forward to seamlessly incorporating Easy Growth into the business and developing Pixel further in line with the business strategy.”

Easy Growth is the exclusive service and technology provider of Freedom based in Beijing, China  and is a leading online advertising business focused on affiliate marketing with a strong telecoms and mobile customer base including, Rock Mobile and Link Rich Telecommunications amongst others.

Freedom currently employs 16 employees and has a comprehensive affiliate network, with currently over 1400 publishers registered with its affiliate network throughout China. The acquisition will enable Pixel to benefit from entry into the growing Chinese online advertising market, which the company said was currently estimated to worth more than $1.2 billion in 2007 and maintain more than 30% annual growth for the next eight years. It should also provide cross-selling opportunities for Pixel's inherited and existing clients.

Until tomorrow,

Melissa Carroll
for The Penny Sleuth