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Great Ideas
Why we believe UBM is the main event
Thursday 11 May 2017Don’t be put off by shares in UBM ( UBM ) slightly underperforming the broader UK stock market so far this year. We think the FTSE 250 events company could be a handsome investment over time, so buy at 716.5p. Central to our positive view is the belief that UBM will benefit from exposure to...
Amino is competing with the big boys
Thursday 04 May 2017Cambridge-based Amino Technologies ( AMO:AIM ) provides hybrid TV set-top boxes and a cloud-based streaming service to a range of telecom companies and online content producers on a multi-country basis. It has found a niche within the market, driven by its proprietary Engage TV platform, attracting...
UP Global Sourcing could be a rare retail winner
Thursday 04 May 2017Buy into the positive earnings momentum at Main Market newcomer UP Global Sourcing ( UPGS ) . The consumer products distributor, a specialist in reviving distressed British heritage brands, has a compelling growth strategy which includes an exciting international angle. Oldham-based ‘Ultimate...
Imperial Brands won’t run out of puff
Thursday 27 Apr 2017Troubled by the potential for market correction? Then consider investing in high quality mega cap Imperial Brands ( IMB ) which is committed to growing dividends by at least 10% a year. Shares believes the FTSE 100 company is worth buying ahead of first half results (3 May), which should provide...
Eland is primed for share price surge
Thursday 27 Apr 2017A material ramp up in output from Nigerian oil producer Eland Oil & Gas ( ELA:AIM ) over the next six months could act as a significant catalyst for its share price. The company’s main asset is the OML 40 licence onshore in Nigeria’s Niger Delta, in which it owns a 22.05% stake through its...
Hilton food is packed with potential
Thursday 20 Apr 2017Investors should rack up a position in retail meat packing outfit Hilton Food ( HFG ) . Hilton is growing its volumes with supermarkets around the world and has opportunities to export its proven, cash generative business model to additional territories with existing and new retail customers. This...
Ashmore to make hay as ‘Trump trade’ fades
Thursday 20 Apr 2017Join in with emerging market specialist asset manager Ashmore’s ( ASHM ) momentum as it could enjoy a further boost if Trump’s economic plans are foiled. If the US President doesn’t get his ‘border adjustment tax’ through Congress, it could have far reaching implications for emerging market assets...
Shaking up business energy supply
Thursday 13 Apr 2017To call Yu Group ( YU.:AIM ) fast-growing may seem at odds with its utility remit, but this is a unique company with substantial share price upside potential, in our opinion. Yu is shaking up a large UK business energy supply industry distinctly lacking in options. Still virtually monopolised by...
Superb metal grades put spotlight on Bluejay
Thursday 13 Apr 2017Buy into the positive share price momentum at Bluejay Mining ( JAY:AIM ) as we believe it could be on the cusp of something very big in Greenland. It is confident of becoming one of the world’s lowest cost mineral sands producers. Minerals sands contain minerals including ilmenite, rutile and...
SciSys ignites growth flame
Thursday 06 Apr 2017After several years of treading water SciSys ( SSY:AIM ) has at last found its growth groove and Shares believes there is a substantial profit opportunity for investors. Our back of an envelope calculations suggest that a modest price to earnings (PE) multiple re-rating to 14 by the end of this...