QUICK IDEA- eHealth Inc ($EHTH, US Nasdaq) - MCap USD705m at $27 - online health insurance broker. Questions over aggressive accounting / viability of business model. But recent insider buying cluster
CMC Markets (#CMCX on the LSE) - Mkt Cap GBP 720m at 250p- CFD, spread betting and stock broking. Low valuation; Market volatility boosts chance of recovery after surprise guidance reset this summer.
#AGFX - Argentex PLC - solid explanations within interim results, and helpful presentation from CEO and CFO on Investor Meet Co platform, should allay fears on margins
#AGFX Argentex H1 trading update - investment case on track
#CIR Circassia update - stock rises over 42p on elevated volume after Christopher Mills (Harwood Capital, second largest holder) appears on PI World video podcast - see his convincing pitch from 08:03
Insider Ideas- Circassia Plc (Now NIOX Plc), medical devices for asthma. MCap cGBP 156m at 38p. Two recent clusters of buys, the second just after great results confirming progress in new strategy
Insider Ideas - Argentex Group PLC (AGFX on UK AIM Market), specialist foreign exchange provider. Market Cap circa GBP 115m at 105p per share.
Long stock ideas backed up by buying from company insiders (board directors, senior execs etc)