magazine archive
magazine archive
Great Ideas Update
Future enjoys excellent first half
Thursday 24 May 2018Future ( FUTR ) 520p Gain to date: 31.7% Original entry price: Buy at 394.88p, 21 Dec 2017 The continuing transformation of specialist media outfit Future ( FUTR ) is reflected in an impressive set of first half results (17 May). Well-known titles in Future’s portfolio include Techradar and Total...
XP Power’s Glassman acquisition looks very clever
Thursday 17 May 2018XP Power ( XPP ) £35.90 Gain to date: 63.8% Original entry point: Buy at £24.11, 6 July 2017 We sensed a new acquisition was incoming at XP Power ( XPP ) and sure enough it arrived on 10 May. The power switching technology designer is using bolstered £125m debt facilities in paying £31.8m to buy...
Avesoro’s new financial year is off to a storming start
Thursday 17 May 2018Avesoro Resources ( ASO:AIM ) 272.5p Gain to date: 0.9% Original entry point: Buy at 270p (adjusted for consolidation), 8 June 2017 Our trade on the West African gold miner is back in the money after a disappointing period last year. The latest quarterly update confirms our original view that the...
Shares in Alpha Financial Markets Consulting shoot up
Thursday 10 May 2018Alpha Financial Markets Consulting ( AFM:AIM ) 180p Gains to date: 8.1% Original Entry point: Buy at 166.6p, 23 November 2017 Shares in Alpha Financial Markets Consulting ( AFM:AIM ) have burst into life despite the absence of any recent news. The company provides services to 75% of the top 50...
Share price rally calls time on MPAC value prospect
Thursday 10 May 2018MPAC ( MPAC:AIM ) 213p Gain to date: 53.2% Original entry point: Buy at 139p, 28 September 2017 A bit of a whirlwind has blown through the boardroom of packaging industry engineer MPAC ( MPAC:AIM ) recently, dislodging both chairman Phil Moorhouse and finance director Jim Haughey. After seven years...
Nexus Infrastructure hit by contract delays
Thursday 03 May 2018Nexus Infrastructure ( NEXS:AIM ) 209p Gain to date: 9.1% Original entry point: Buy at 191.5p, 13 July 2017 Shares in Nexus Infrastructure ( NEXS:AIM ) took a knock on 27 April after it issued a profit warning linked to its TriConnex business which designs, installs and connects gas, electricity,...
More Great Ideas updates
Thursday 03 May 2018Several constituents of our Great Ideas portfolio have had relevant pieces of news of late. On 30 April Diversified Gas & Oil’s ( DGOC:AIM ) results demonstrated the benefit of its recent acquisition of producing assets in its Appalachian basin base. Adjusted earnings increased by more than 300...
Bumper dividend for U and I
Thursday 03 May 2018U and I ( UAI ) 219p Gain to date: 9.5% Original entry price: Buy at 200p, 11 January 2018 Property regeneration specialist U and I ( UAI ) is beginning to win over the market thanks to an encouraging set of full year results. As such the shares are now trading nearly 10% above our entry point in...
Synthomer delivers strong trading in US and Europe
Thursday 03 May 2018Synthomer ( SYNT ) 495P Gain to date: 1.3% Original entry point: Buy at 488.6p, 22 March 2018 Shares in Synthomer ( SYNT ) have nudged up 1.3% to 495.8p since we flagged the chemicals business as a Great Idea in March. A mixed trading update on 26 April is not helping the stock find direction. The...
Large profit increase underpins our faith in AB Dynamics
Thursday 26 Apr 2018AB Dynamics ( ABDP:AIM ) £10.19 Gain to date: 8.6% Original entry price: Buy at 937.5p, 21 Dec 2017 Automotive testing specialist AB Dynamics ( ABDP:AIM ) is rewarding our faith with very strong trading. A robust first half period puts the company on course to hit expectations for the August 2018...