magazine archive
magazine archive
Great Ideas
Time is right for LoopUp’s remote meetings revolution
Thursday 04 Oct 2018Now with the MeetingZone acquisition bolted on, remote meetings platform LoopUp ( LOOP:AIM) has the scale to really make the most of what we believe is a significant growth opportunity. Revenue is expected to jump by 80%-plus over the next couple of years (from this year’s anticipated total of...
Don’t miss the chance to buy this high flying small cap fund on the cheap
Thursday 27 Sep 2018Investors keen to put money to work with UK equities, yet skittish about the domestic outlook given Brexit uncertainties, might find the 10.4% discount to net asset value (NAV) on Henderson Smaller Companies Trust ( HSL ) appealing. Given more hesitant GDP growth, higher inflation and a hard-...
This metals producer can survive in bleak times and pays a chunky dividend
Thursday 27 Sep 2018Buying shares in the mining sector will take some nerve given how commodity prices have been very weak of late, thanks to concerns about how the trade war between the US and China and Chinese economic activity will affect demand for raw materials. Yet buying when no-one is interested can often...
Don’t miss handsome little Elecosoft: its earnings are set to soar
Thursday 20 Sep 2018This is a small cap investment story we have watched for ages and now feel confident it has developed the scale and market positioning to really move the earnings needle. Incredibly, Elecosoft ( ELCO:AIM ) has been in business for more than 100 years but turned itself into a construction industry...
Buy regeneration expert Harworth as it moves into the spotlight
Thursday 20 Sep 2018Investors should snap up shares in regeneration specialist Harworth ( HWG ) before the company joins the FTSE All-Share for the first time on 24 September. Previously holding a standard listing on the London Stock Exchange, the company shifted to a premium listing at the beginning of August and its...
Shares in gigantic payments group Worldpay are cheap versus its growth prospects
Thursday 13 Sep 2018We think the earnings potential for payment processing firm Worldpay ( WPY ) is not being fully recognised by the market and reckon now is a good time to buy the stock as it reaps the benefits from its $10bn combination with Vantiv in early 2018. A trade-off from that deal was that the combined...
Keep buying Sopheon as its share price rally has further to run
Thursday 13 Sep 2018Some readers will remember the name Sopheon ( SPE:AIM ) since we have updated many times on our previous Great Idea from 2 June 2017 at 330p. We actually first flagged the company in August 2016 at 202p. The shares have been on a rampant run, nudging above £10.00 twice this year. We still think...
Sunnier outlook to light up Savannah
Thursday 06 Sep 2018We believe that issues which have clouded the outlook for African oil play Savannah Petroleum ( SAVP:AIM ) are starting to clear and reckon the market will switch its attention to the company’s cash generation potential. Though this is high-risk story, which could be influenced by movements in a...
Tasty turnaround on the menu at Devro
Thursday 06 Sep 2018Seeking a tasty re-rating and dividend growth story? Then tuck into sausage skin manufacturer Devro ( DVO ) at 191.5p, where there’s almost 40% upside towards Investec Securities’ 265p price target. Lately unloved, the Moodiesburn-headquartered food producer is emerging from a challenging few years...
Boku is one of THE best growth stories on the stock market today
Thursday 30 Aug 2018Payments firm Boku ( BOKU:AIM ) is an incredibly attractive investment proposition, delivering growth on multiple metrics. It is enjoying rapid earnings growth in a market which itself is growing, plus Boku’s own market share is increasing. Furthermore, its share price is also in a firm rising...