magazine archive


magazine archive

Great Ideas

Medica is on a high quality growth path

Thursday 08 Apr 2021

The new management team at teleradiology specialist Medica ( MGP:AIM ) have reinvigorated the business and energetically executed a clear growth path to diversify revenues and enhance earnings quality. Investors should buy into this story. Meanwhile, in the core teleradiology business, Covid-19 has...

Volution up more than 100% in nine months

Thursday 08 Apr 2021

Volution ( FAN ) 400p Gain to date: 121.6% Original entry point: Buy at 180.5p, 9 July 2020 Ventilation products firm Volution ( FAN ) has been a superb performer since we added it to the Great Ideas portfolio last summer. We were right to conclude that demand for its portfolio of solutions would...

Bloomsbury boosted by books bonanza

Thursday 08 Apr 2021

Bloomsbury Publishing ( BMY ) 298p Gain to date: 5% Original entry point: Buy at 283.84p, 4 February 2021 Our positive call on publishing group Bloomsbury ( BMY ) is off to a solid start thanks to a bullish trading update on 24 March. The company said it expected annual revenue and profit to be ‘...

Faster than expected recovery at Renewi delivers outsized returns

Thursday 08 Apr 2021

Renewi ( RWI ) 49p Gain to date: 105% Original entry point: Buy at 23.95p, 19 November 2020 Our call to back the self-help programme at Anglo-Dutch waste management firm Renewi ( RWI ) has paid off faster than we expected, more than doubling our money in less than six months. With no shortage of...

We are backing Aviva to make further gains

Thursday 01 Apr 2021

Aviva ( AV. ) 409.7p Gain to date: 36.1% Original entry point: Buy at 301p, 17 September 2020 With the sale of the Polish business to Germany’s Allianz for €2.5 billion, new chief executive Amanda Blanc has fully delivered on her promise to reshape insurer Aviva ( AV. ) as a focused business with...

Chemicals firm Croda has an exciting new growth strategy

Thursday 01 Apr 2021

Investors should buy chemicals firm Croda - a highly exciting stock which should provide substantial multi-year returns for investors. What’s firing our excitement is the new-found expertise in its healthcare division in so-called lipid nanoparticles or LNPs, which are fatty molecules used in drugs...

Specialist lender Arbuthnot plots course to higher returns

Thursday 01 Apr 2021

For a private bank which made its name financing foreign trade in the 19th century and coming up for its 190th anniversary, Arbuthnot Banking ( ARBB:AIM ) has a very up-to-date approach. Thanks to a major investment in technology in 2017, the entire workforce was able to work from home seamlessly...

Softcat gains on latest upgrades with scope for further upside

Thursday 01 Apr 2021

SOFTCAT ( SCT ) £17.73 Gain to date: 84.8% Original entry point: Buy at 959.5p, 1 August 2019 There is still ‘significant upside risk to gross profit’ from software seller Softcat ( SCT ) , say analysts, and that should power the shares beyond £20 for the first time this year. Analysts at Peel Hunt...

Margin growth to power TT Electronics

Thursday 25 Mar 2021

Many investors are drawn to turnaround recovery stories, and that badge certainly fits electronic components designer TT Electronics ( TTG ) . This is a company pushing through operational improvements while building a competitive niche in long-run growth industries, and we believe there is a...

Elementis remains on track to profit from reopening

Thursday 25 Mar 2021

Elementis ( ELM ) 120.6p Loss to date: 4% Original entry point: Buy at 125.9p, 18 February 2021 Chemicals firm Elementis ( ELM ) is cautiously optimistic on demand for its products in the months ahead, which combined with the firm’s cost saving measures should drive better financial performance...

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