magazine archive


magazine archive

Great Ideas Update

Private equity firms eye WPP’s Kantar unit

Thursday 18 Apr 2019

WPP ( WPP ) 879.8p Gain to date: 3% Original entry price: Buy at 854p , 14 March 2019 Global advertising play WPP ( WPP ) has started to creep in the right direction since we added it to our Great Ideas portfolio in March. Reports suggest there are as many as five private equity suitors for the...

Why Hollywood Bowl is on a roll

Thursday 18 Apr 2019

Hollywood Bowl ( BOWL ) 235.5p Gain to date: 7.2% Entry point: Buy at 219.5p, 20 December 2018 Hollywood Bowl ( BOWL ) continues to deliver strong trading as its strategy of sprucing up existing sites and improving the customer experience is paying off. The company wants to bring in more visitors...

Reduced dividend isn’t a reason worry about Central Asia Metals

Thursday 11 Apr 2019

Central Asia Metals ( CAML:AIM ) 257.5p Gain to date: 8.9% Original entry point: Buy at 236.5p, 27 September 2018 Full year results from the metals miner showed positive earnings growth and a decent reduction in debt. However, the market focused on a 12% cut in the dividend to 14.5p, sending its...

Sorry, we got it wrong on Jersey Oil & Gas

Thursday 11 Apr 2019

Jersey Oil & Gas ( JOG:AIM ) 74p Loss to date: 20% (stopped out) Original entry point: Buy at 213.8p, 21 March 2019 Shortly after adding the resources group to our Great Ideas portfolio, shares in North Sea oil play Jersey Oil & Gas ( JOG:AIM ) fell heavily as it announced disappointing...

Steady-eddy SciSys has more growth in the fuel tank

Thursday 11 Apr 2019

SCISYS ( SSY:AIM ) 187.5p Gain to date: 34.4% Original entry point: Buy at 139.5p, 19 April 2018 IT systems and services supplier SciSys ( SSY:AIM ) should be applauded for the sensible way it has handled ongoing Brexit uncertainty. With substantial business across Europe, not least in the media...

Price-fixing probe leads us to sell out of VP

Thursday 11 Apr 2019

VP Group ( VP. ) 916p Loss to date: 8.4% Original entry point: Buy at £10.00, 29 November 2018 There is good and bad news for equipment rental firm VP Group ( VP. ) which has made us reappraise the investment case. Its UK division has seen steady demand in its core sectors of infrastructure,...

AstraZeneca shares take a knock on Japanese deal mechanics

Thursday 04 Apr 2019

AstraZeneca ( AZN ) £61.67 Loss to date: 2.1% Original entry point: Buy at £63.00, 15 November 2018 AstraZeneca’s ( AZN ) $6.9bn deal with Japan’s Daiichi Sankyo to develop and sell the latter’s breast and gastric cancer drug hasn’t gone down that well with the market – more focused on how it has...

Nearly double the market return from our 2019 share portfolio

Thursday 04 Apr 2019

Our top picks of the year have got off to a great start with the portfolio up 14.1% versus 7.9% from the wider market. We’ve only suffered one profit warning and only two of the 10 stocks are in negative territory. Six of the stocks have delivered double-digit gains, so hopefully you are sharing...

Renishaw takes a step back after Asia problems

Thursday 28 Mar 2019

Renishaw ( RSW ) £37.10 Loss to date: 2.5% Original entry point: Buy at £38.04, 20 December 2018 A profit warning from precision engineer Renishaw ( RSW ) has wiped out all our earlier gains, putting the trade a touch below our December entry point. Asian weakness is to blame amid a slowdown in...

Team17 results beat expectations

Thursday 28 Mar 2019

Team17 ( TM17:AIM ) 240p Loss to date: 4% Original entry point: Buy at 250p, 5 July 2018 A strong set of full year results from computer games developer Team17 ( TM17:AIM ) on 19 March have helped the shares get back within sight of our 250p entry price. Revenue was up 46% to £43.2m off the back of...

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