magazine archive
magazine archive
Great Ideas Update
Focusrite shares soar after stellar half year results
Thursday 26 Apr 2018Focusrite ( TUNE:AIM ) 437.5p Gain to date: 35% Original entry price: Buy at 324p, 30 Nov 2017 Having lost a bit of momentum in recent weeks music and audio products firm Focusrite ( TUNE:AIM ) is back on the front foot as it unveils stellar first half results for the six months to 28 February 2018...
Record caught by dollar weakness, outflows and change to fees
Thursday 26 Apr 2018Record ( REC ) 43p Loss to date: 6.8% Original entry point: Buy at 46.12p 22 June 2017 Currency manager Record’s ( REC ) recent quarter to 31 March update led to a 10% decline in its share price, erasing the gains the company had made since we highlighted it. Record helps large institutional...
Opportunity remains at Non-Standard Finance
Thursday 26 Apr 2018Non-Standard Finance ( NSF ) 65.4p Loss to date: 2% Original entry point: Buy at 66.75p, 17 August 2017 While sub-prime lender Non Standard Finance ( NSF ) has not yet lived up to our expectations, we continue to believe that this company can deliver over time. We see the business as a beneficiary...
Out of the blue growth shock sees pressure mount on Sage
Thursday 19 Apr 2018SAGE ( SGE ) 597.8p Loss to date: 23.9% Original entry point: Buy at 785.5p, 21 December 2017 Sage’s ( SGE ) out of the blue growth shock on 13 April caught the whole market on the hop and it has caused huge damage to investors. The shares may have fallen barely more than 8% on the day (recovering...
Why Croda’s seed enhancement business is providing food for thought
Thursday 19 Apr 2018Croda ( CRDA ) £46.40 Gain to date: 6.4% Original entry point: Buy at £43.47, 15 February 2018 Chemicals business Croda ( CRDA ) has enjoyed further share price gains following a recent capital markets event, which focused on its small yet exciting seed enhancement business Incotec. Incotec was...
Eddie Stobart Logistics fails to accelerate on Brexit concerns
Thursday 19 Apr 2018Eddie Stobart Logistics ( ESL:AIM ) 136p Loss to date: -14.2% Buy at 158.5p, 29 June 2017 Eddie Stobart Logistics ( ESL:AIM ) has struggled on the stock market as investors are concerned about its ability to deliver growth and returns as Brexit negotiations continue. The company operates storage...
Filta moves into profit and hunts for acquisitions
Thursday 19 Apr 2018Filta ( FLTA:AIM ) 196p Gain to date: 15.3% Original entry point: Buy at 170p, 14 September 2017 Full year results from deep fat fryer cleaning specialist Filta ( FLTA:AIM ) were very impressive with revenue (excluding a business that’s been sold) up 36% to £11.5m and a pre-tax profit of £1.6m (...
Focusrite finds its groove
Thursday 12 Apr 2018Focusrite ( TUNE:AIM ) 460p Gain to date: 42% Original entry point: 324p, 30 Nov 2017 Our positive call on global music and audio products group Focusrite ( TUNE:AIM ) is 42% in the money, buoyed by a positive first half trading update (9 Mar) flagging year-on-year growth in revenue, profits and...
Break up reports lift Johnson Matthey
Thursday 12 Apr 2018Johnson Matthey ( JMAT ) £32.62 Gain to date: 6.4% Original entry point: Buy at £30.66, 21 December 2017 Speculation that an activist investor is building a stake in chemicals business Johnson Matthey ( JMAT ) has revived talk of a break-up of the business and helped drive the shares higher. The...
Impax Asset Management looks set to regain momentum
Thursday 12 Apr 2018Impax Asset Management ( IPX:AIM ) 162.5p Gains to date: 28.4% Original entry point: Buy at 126.6p, 21 September Our bullish stance on sustainable investment specialist Impax Asset Management ( IPX:AIM ) is reinforced by an update on the firm’s assets under management (AUM). Impax’s AUM stood at £...