magazine archive
magazine archive
Great Ideas Update
Why Imperial Brands can recover
Thursday 05 Oct 2017Imperial Brands ( IMB ) £31.55 Loss to date : 17.7% Original entry point : Buy at £38.33 , 27 April 2017 Our bullish call on Imperial Brands ( IMB ) may be 17.7% in the red, but we’re staying positive on the tobacco multinational for its resilient earnings and robust cash flows, which stem from...
XP Power buys new growth line
Thursday 05 Oct 2017XP Power ( XPP ) £28.38 Gain to date : 17.7% Original entry point : Buy at £24.11 , 6 July 2017 The power switching tools designer has returned to the acquisition trail nearly two years after its last foray. The $23m (£17m) purchase of US-based radio frequency (RF) power supplies business Comdel...
Card Factory hit by rising costs
Thursday 28 Sep 2017Card Factory ( CARD ) 303.6p Gain to date: 11.2% Original entry point : Buy at 273.1p , 9 March 2017 A modest first half profit miss and a more cautious second half outlook have wiped out some of the gains we previously made on greeting cards seller Card Factory ( CARD ) . It doesn’t change our...
Quixant on a winning streak
Thursday 28 Sep 2017Quixant ( QXT:AIM ) 425p Gain to date : 49.1% Original entry point : Buy at 285p , 20 October 2016 Half year results were once again excellent from gaming technology supplier Quixant ( QXT:AIM ) . Revenue jumped 38% to $56.9m driven by a quite exceptional 78% organic jump from its core Gaming...
Marked progress for Accesso
Thursday 28 Sep 2017Accesso Technology ( ACSO:AIM ) £18.325 Gain to date: 11.1% Original entry point : Buy at £16.50 , 20 July 2017 The queuing and ticketing technology solutions group continues to extend its tentacles deeper into existing markets, and find new ones to embrace. Accesso Technology’s ( ACSO:AIM ) first...
Luceco makes first acquisition since last year’s IPO
Thursday 28 Sep 2017Luceco ( LUCE ) 237.5p Gain to date : 58.3% Original entry point : Buy at 150p , 20 October 2016 Lighting-to-wiring accessories manufacturer Luceco ( LUCE ) has made its first acquisition since floating on the UK stock market nearly a year ago. The £381m business has paid £9.75m in cash for...
Steel specialist Billington shines
Thursday 21 Sep 2017Billington ( BILN:AIM ) 280p Gain to date: 11% Original entry price: Buy at 252.2p, 24 August 2017 Barnsley-headquartered structural steel business Billington ( BILN:AIM ) is off to a good start as a constituent of our Great Ideas portfolio as first half results (19 Sep) get a positive reception...
Slower recruitment hits Medica’s sales growth
Thursday 21 Sep 2017Medica ( MGP ) 200.7p Loss to date: 8.4% Original entry point: Buy at 219.2p, 7 September 2017 We remain positive on teleradiology business Medica ( MGP ) as slower sales growth is expected to be a temporary blip for the company. Encouragingly it has declared a maiden interim dividend of 0.55p. The...
UP Global Sourcing hit by retail slowdown
Thursday 14 Sep 2017UP Global Sourcing ( UPGS ) 95p Original entry price : Buy at 178p , 4 May 2017 Our faith that consumer products distributor UP Global Sourcing ( UPGS ) could buck a weak retail trend has proved misplaced. A little more than six months after joining London’s Main Market the company has been forced...
Alumasc is still too cheap
Thursday 14 Sep 2017Alumasc ( ALU ) 171p Original entry point: Buy at 174.5p , 9 Feb 2017 Management at building products outfit Alumasc ( ALU ) admit they still have work to do in telling the story of its transformation from an engineering conglomerate to a focused play on niche building products. Speaking to Shares...