magazine archive


magazine archive

Great Ideas Update

Quixant remains a high-quality growth story with 30%-plus upside

Thursday 27 Sep 2018

QUIXANT ( QXT:AIM ) 458.5p Gain to date: 4.8% Original entry point: Buy at 437.5p, 25 January 2018 There is no question that Quixant’s ( QXT:AIM ) share price progress has been surprisingly lacklustre even in the face of continued robust and disciplined financial performance. Half year results on...

Positive half year results underline Strix appeal

Thursday 27 Sep 2018

STRIX ( KETL:AIM ) 160.8p Gain to date: 14.9% Original entry point: Buy at 140p, 26 April 2018 Headline revenue growth of just 1.5% in the first six months of this year looks a little on the light side for Strix ( KETL:AIM ) but exchange rates skew those numbers. Strip out currency effects and the...

Investors with shares in document management group Restore will need to be patient

Thursday 20 Sep 2018

Restore ( RST:AIM ) 471p Loss to date: 7.1% Original entry point: Buy at 507p, 29 March 2018 We’re disappointed with how shares in the document management business are performing, particularly as Restore ( RST:AIM ) was meant to have enjoyed a recent catalyst from new data protection laws called...

K3 Capital keeps on growing

Thursday 20 Sep 2018

K3 Capital ( K3C:AIM ) 341p Gains to date: 52.2% Original entry point: Buy at 224, 1 February Advisory firm K3 Capital ( K3C:AIM ) is a market leader in its niche, topping the Thomson Reuters league table for most active dealmaker in the small cap space for 2017 and the first half of 2018. Its...

We are still excited about Team17’s investment case

Thursday 13 Sep 2018

Team17 ( TM17:AIM ) 230p Loss to date: 8% Original entry point: Buy at 250p, 5 July 2018 Although our ‘buy’ call on video games outfit Team17 ( TM17:AIM ) is in the red, we’re impressed by solid half year results (11 Sep) and the AIM newcomer’s future earnings growth potential. One of the longest-...

No GKN ‘black holes’ represents encouraging start for Melrose

Thursday 13 Sep 2018

MELROSE INDUSTRIES ( MRO ) 216p Loss to date: 1.1% Original entry point: Buy at 218.5p, 26 July 2018 Perhaps the most important point to be gleaned from Melrose Industries’ ( MRO ) half year results is that ‘no black holes’ have been found to date under the bonnet of GKN, the £8.1bn aero and auto...

Profits jump again at JD Sports

Thursday 13 Sep 2018

JD SPORTS FASHION ( JD. ) 490.9p Gain to date: 8.8% Original entry point: Buy at 451.3p, 12 July 2018 Our bullish summer call on globally expanding JD Sports Fashion ( JD. ) is being rewarded with a rapid 8.8% gain. And with the sports, fashion and outdoor brands purveyor firing on all cylinders,...

US expansion accelerates as Ideagen strikes second deal

Thursday 13 Sep 2018

IDEAGEN ( IDEA:AIM ) 147.5p Gain to date: 20.4% Original entry point: Buy at 122.5p, 17 May 2018 Compliance and safety rules software supplier Ideagen ( IDEA:AIM ) appears to be striking while the iron is hot, swooping on its second US acquisition in six months. This makes sense since North America...

A good time to take some profit on Gamma Communications

Thursday 06 Sep 2018

GAMMA COMMUNICATIONS ( GAMA:AIM ) 900p Gain to date: 38.9% Original entry point: Buy at 648p, 18 January 2018 We knew half year results from Gamma Communications ( GAMA:AIM ) would be positive after July’s update, and so they proved. The headline numbers show earnings before interest, tax,...

Michelmersh is building momentum

Thursday 06 Sep 2018

Michelmersh Brick Holdings ( MBH:AIM ) 92.3p Gain to date: 9.9% Original entry price: Buy at 84p, 29 March 2018 An extremely positive set of first half results from brick maker Michelmersh Brick Holdings ( MBH:AIM ) helps build some momentum behind our positive call on the shares. As we expected...

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