magazine archive
magazine archive
Great Ideas
Tharisa is a chrome-plated buy for cash flow growth
Thursday 28 Oct 2021An imminent uplift in production and improvement in margins at chrome and PGM (platinum group metals) miner Tharisa ( THS ) should act as a catalyst for the shares with full year results on 2 December crystallising this positive trend in the market’s mind. The company has entered cold commissioning...
CareTech's strong cash flow reduces debt; property portfolio gets 20% uplift
Thursday 28 Oct 2021CareTech ( CTH:AIM ) 623.5p Gain to date: 0.7% Original entry point: Buy at 619p, 21 July 2021 Social care and education services provider, CareTech ( CTH:AIM ) reported a resilient trading update for the year to 30 September, in line with market expectations. Consensus expectations are looking for...
Stick with money-maker Mercantile
Thursday 28 Oct 2021THE MERCANTILE INVESTMENT TRUST ( MRC ) 261.5p Gain to date: 44.4% Original entry point: Buy at 181.1p, 17 September 2020 Our buy call on investment trust Mercantile ( MRC ) is 44.4% in the money and we are pleased to note a benchmark-beating first half performance (15 Oct) from the small and mid...
We’re doubling down on Accrol despite downgrade disappointment
Thursday 28 Oct 2021ACCROL ( ACRL:AIM ) 37.8p Loss to date: 25.6% Original entry point: Buy at 50.8p, 26 August 2021 Our buy call on Accrol ( ACRL:AIM ) is 25.6% underwater following a profit warning (20 Oct 2021) from the toilet roll, tissue and kitchen roll maker. Yet we’re minded to stay positive on the private...
Disney still a great long-term investment despite film delays
Thursday 21 Oct 2021Disney $171.14 Loss to date: -0.4% Original entry point: Buy at $171.82, 21 January 2021 A disappointing swoon in entertainment giant Disney’s share price in recent months has wiped out our gains with the latest catalyst the delayed release of major titles slated for 2022. While the company has...
Buy wholesaler Kitwave which is firmly in the driving seat
Thursday 21 Oct 2021Driver shortages and supply chain logjams are dominating the news headlines and could put a dampener on Christmas this year. Yet one growth company doing its bit to deliver the goods in these unpredictable times is Kitwave ( KITW:AIM ) , a small cap food and drink wholesaler with its own in-house...
QiniteQ sell-off represents a good buying opportunity
Thursday 21 Oct 2021QinetiQ ( QQ. ) 290.8p Loss to date: 2.74% Original entry point: Buy at 23 December 2020 at 299p Defence and cyber security company QinetiQ ( QQ. ) surprised investors on 14 October when it flagged a supply chain issue relating to a large complex multi-year programme, sending the shares 13% lower...
XP Power lining up M&A drive
Thursday 21 Oct 2021XP POWER ( XPP ) £52.475 Gain to date: 14.7% Original entry point: Buy at £45.75, 20 August 2020 Component shortages continue to dog global manufacturing but some companies have navigated the supply chain strain better than others. Power components designer XP Power ( XPP ) recently admitted near-...
Time to buy into SAP’s cloud shift before the market catches up
Thursday 21 Oct 2021We believe German software giant SAP’s ambitious cloud computing strategy is working and while stock market investors have been slow to give credit, this will change. Cloud revenue is growing increasingly fast – up from 11% in the second quarter Q2 (to 30 June) to 20% in Q3, the company has already...
Small cap consumer goods firm shrugs off supply chain issues
Thursday 21 Oct 2021SUPREME ( SUP:AIM ) 195p Gain to date: 4% Original entry point: Buy at 187.5p, 27 May 2021 Our bullish call on Supreme ( SUP:AIM ) may be a modest 4% in the money but we remain enthused by the growth and income potential of the fast-moving consumer products maker. The shares were boosted by a...