magazine archive


magazine archive

Great Ideas Update

Cranswick: poultry still in motion

Thursday 02 Aug 2018

Cranswick ( CWK ) £33.04 Gain to date: 12.7% Original entry point: Buy at £29.32, 8 Feb 2018 Our bullish call on fresh pork, sausage and cooked poultry processor Cranswick ( CWK ) remains 12.7% in the money, although the shares have recently fallen back from their £34.60 June peak. Fears over the...

Factory problems put a brick through Ibstock forecasts

Thursday 02 Aug 2018

Ibstock ( IBST ) 245.2p Loss to date: 18.1% Original entry point: Buy at 299.4p, 10 May 2018 The market already knew brick maker Ibstock ( IBST ) was a victim of delays associated with an exceptionally cool winter and early spring in the UK. However a 30 July trading update reveals that now demand...

Alliance Pharma impresses with surging sales growth

Thursday 02 Aug 2018

Alliance Pharma ( APH:AIM ) 92.2p Gain to date: 47.5% Original entry point: Buy at 62.5p, 21 Dec 2017 There has been a good start to the year at Alliance Pharma ( APH:AIM ) with sales rising 10% to £54.5m in the six months to 30 June, driven by its International Star brands. Sales of scar reduction...

Croda beats expectations as Personal Care continues to impress

Thursday 02 Aug 2018

Croda ( CRDA ) £51.58 Gain to date: 18.5% Original entry point: Buy at £43.47, 15 Feb 2018 Chemicals company Croda ( CRDA ) is continuing to deliver strong trading as its latest half-year results beat expectations thanks to its Personal Care and Life Sciences divisions. Since our last update in...

DotDigital blows GDPR worries out of the water

Thursday 26 Jul 2018

DOTDIGITAL ( DOTD:AIM ) 94.9p Loss to date: -2.2% Original entry point: Buy at 97p, 21 December 2017 We could barely have called DotDigital ( DOTD:AIM ) better when we recently said an imminent trading update ‘may well be the catalyst to put investor concerns to bed’. The bulletin on 19 July indeed...

Dalata gains momentum on potential to beat growth expectations in Ireland

Thursday 26 Jul 2018

Dalata Hotels ( DAL ) 634p Gain to date: 9.2% Original entry point: Buy at 3 May 2018, 580.5p We’re very confident about the outlook for Irish hotel operator Dalata Hotels ( DAL ) given that revenue per available room (RevPAR) in the Irish hotels industry continues to beat expectations. Since...

Unilever is looking tasty as shares hit nine-month high

Thursday 26 Jul 2018

Unilever ( ULVR ) £43.40 Gain to date: 2% Original entry point: Buy at £42.53, 2 November 2017 Shares in Unilever ( ULVR ) hit a nine-month high after second quarter results beat expectations and there was confirmation that it would buy back €3bn of shares between 20 July and the end of 2018. It...

Future launches rights issue to fund big US acquisiton

Thursday 26 Jul 2018

Future ( FUTR ) 500p Gain to date: 26.6% Original entry price: Buy at 394.88p, 21 Dec 2017 Specialist media outfit Future ( FUTR ) has announced a discounted rights issue to fund the acquisition of the bulk of Purch, the publisher of online computer hardware magazine AnandTech . The $135.2m deal is...

A £20m cash injection gives Marlowe power to do more deals

Thursday 19 Jul 2018

Marlowe ( MRL:AIM ) 510p Gain to date: 19.7% Original entry point: Buy at 426p, 28 June 2018 The fire and water safety expert has raised £20m to help fund new acquisitions. The money came from issuing new shares at 475p which was a 9.1% discount to the closing mid-market price on the day before the...

DP Eurasia still tasty despite currency issues weighing on share price

Thursday 19 Jul 2018

DP Eurasia ( DPEU ) 168.6p Loss to date: 26.7% Original entry point: Buy at 230p, 9 November 2017 Shares in DP Eurasia ( DPEU ) haven’t travelled in the direction we first expected. While the business continues to sell more pizzas in Turkey and Russia, the sterling-dominated shares have been hit by...

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