magazine archive
magazine archive
Great Ideas
Time to buy Auction Technology for your growth portfolio
Thursday 21 Sep 2023Analysts believe there is substantial share price upside on the cards at Auction Technology ( ATG ) , the digital auction marketplace that is primed to post its first full year of profitable growth for the 12 months to 30 September 2023. Consensus forecasts may have been trimmed this year, largely...
Stick with Pendragon following pivot to becoming a tech stock
Thursday 21 Sep 2023Pendragon ( PDG ) 23.65p Gain to date: 46% We highlighted automotive retailer Pendragon’s ( PDG ) deep value appeal at 16.2p on 30 March 2023 with the shares weak after shareholder Hedin withdrew a takeover offer. We acknowledged the business faced near-term economic headwinds, but argued the...
Why the future looks brighter for Associated British Foods
Thursday 21 Sep 2023Investors have not missed the boat with Associated British Foods ( ABF ) despite a 30% year-to-date share price rally. The diversified food, ingredients and retail conglomerate is churning out good news and we see further upside for the shares. A broad-based growth business returning capital to...
Buy Keywords Studios now while its share price is depressed
Thursday 14 Sep 2023Leading outsourced service provider to the global gaming industry, Keywords Studios ( KWS:AIM ) is one of the most successful companies to float on AIM, growing from a £50 million market valuation to its current size of £1 billion. Growth stocks went out of favour when interest rates shot up, hence...
Why it is time for investors to turn to JPMorgan Japanese
Thursday 14 Sep 2023An 8% share price discount to net asset value on JPMorgan Japanese (JFJ) presents a compelling entry point for a capital growth-focused trust with a strong long-run performance record. It has a portfolio packed with quality Japanese growth companies with good governance. Yen weakness hasn’t been...
Clarity over new manager gives International Biotechnology Trust a welcome boost
Thursday 14 Sep 2023International Biotechnology Trust (IBT) 650p Gain to date: 4.8% We said to buy shares in International Biotechnology Trust (IBT) on 1 June 2022 at 620.1p as there was an opportunity to buy cheaply into a sector that had been heavily sold off. Biotech can be a high-risk place to invest and so using...
Shares in Rainbow Rare Earths have doubled since we said to buy three months ago
Thursday 07 Sep 2023Rainbow Rare Earths ( RBW:AIM ) 16.4p Gain to date: 103% We flagged Rainbow Rare Earths ( RBW:AIM ) at the beginning of June at 8.1p – citing a big catalyst on the horizon if it could prove it could deliver rare earths at the required specifications from its Phalaborwa project in South Africa. This...
Adriatic Metals on the cusp of big cash flow so buy now
Thursday 07 Sep 2023Miner Adriatic Metals ( ADT1 ) is set to commence production from its Vares silver-zinc-lead-copper-gold-antinomy project in the fourth quarter of 2023 and has exciting exploration potential. It is a good time to invest in the stock and we see scope for significant gains in both the short and...
Time to book a 66% profit in Ashtead Technology shares
Thursday 07 Sep 2023Ashtead Technology ( AT.:AIM ) 414p Gain to date: 65.6% We added Ashtead Technology ( AT.:AIM ) to our Great Ideas portfolio a little less than a year ago at 250p and since then it has made great strides, rewarding our faith in spades. We saw scope for the company, which hires out underwater...
Buy the trust which invests in ‘quality companies for uncertain times’
Thursday 07 Sep 2023Class never goes out of style, as they say, and Jamie Ross, manager of Henderson EuroTrust (BP6QR38) , is a big believer in buying best-in-class companies in terms of growth, quality and consistency. Ross invests across Europe, excluding the UK, seeking out businesses with high and sustainable...