magazine archive
magazine archive
Great Ideas
Seize on a slip in Zotefoams which has created a compelling buying opportunity
Thursday 09 Jan 2025Zotefoams (ZTF) 306p Market cap: £150 million Shares in Zotefoams (ZTF) have been under pressure in recent months and suffered their latest setback after the specialty chemicals maker said it was withdrawing from its carton packaging initiative ReZorce last month. The potential of ReZorce had...
Stock pick for 2025: FRP Advisory is an exceptional company trading at an unexceptional price
Thursday 19 Dec 2024Specialist business services firm FRP Advisory (FRP:AIM) is one of those businesses which many investors may have heard of but few are sure exactly what it does. Put simply, FRP helps companies through each stage of their development, giving advice on raising capital, managing debt, acquisitions,...
Stock pick for 2025: Fevertree Drinks is available at a knockdown price
Thursday 19 Dec 2024Premium mixer drinks company Fevertree Drinks (FEVR:AIM) has had a torrid time of late with the shares down 38% from the highs in the spring of 2024 and down two-thirds from the all-time high in December 2021. On a longer-term basis, the shares are still up 440% since listing on the AIM market in...
Stock pick for 2025: Niche defence and security firm Cohort is a hidden gem
Thursday 19 Dec 2024Ongoing conflicts in Ukraine and the Middle East and calls from incoming US president Donald Trump for NATO members to increase defence spending as a percentage of national income will continue to provide a tailwind for the defence sector. AIM-quoted Cohort (CHRT:AIM) is well positioned to benefit...
Stock pick for 2025: Auction Technology set to be bid up by the market
Thursday 19 Dec 2024Strange as it may sound, the pandemic turned out to be a blessing in disguise for the auction industry as it forced firms to join the 21st century and offer an online service. Whereas previously many small auction houses were limited to the number of buyers they could accommodate due to lack of...
Stock pick for 2025: Jet2's growth potential is not yet appreciated by investors
Thursday 19 Dec 2024Airline and package holidays provider Jet2 (JET2:AIM) is an example of why treating your customers well is not just a good ethical position to adopt but also makes excellent business sense. The company recently won European Airline of the Year and scores highly on review platforms TripAdvisor and...
Stock pick for 2025: Treatt has strong momentum under fresh leadership
Thursday 19 Dec 2024Next year should prove a sweet one for Treatt (TET) and its shareholders. The extracts-to-ingredients supplier has the recipe for long-term growth and many of the hallmarks of a high-quality company including an unwavering focus on innovation, strong cash generation and double-digit returns on both...
Stock pick for 2025: Kier has rebuilt its foundations and looks too cheap
Thursday 19 Dec 2024Anyone who has walked past a building site in the UK recently might well have seen Kier (KIE) branding on it. This infrastructure and construction services outfit is actively at work on more than 400 developments across the UK. Having emerged from a difficult period with much stronger foundations,...
Stock pick for 2025: market set to toast a Diageo recovery
Thursday 19 Dec 2024Alcoholic drinks outfit Diageo (DGE) has endured a rough period of late, partly thanks to problems of its own making. We think that has put the valuation in a place where, if there are signs the business is getting its act together, the shares can deliver significant upside for investors in 2025...
Stock pick for 2025: GlobalData is worth backing as it goes for growth
Thursday 19 Dec 2024We live in a world of seemingly endless data. Parsing and analysing this information is crucial across a range of industries and that is something GlobalData (DATA:AIM) really excels at. We think the company will make a compelling investment for the year ahead due to a renewed focus on growth. The...