magazine archive
magazine archive
Great Ideas
Stock pick for 2022: Accsys Technologies
Thursday 23 Dec 2021Accsys Technologies A ccsys ( AXS:AIM ) is a global leader in sustainable wood technology and sells its products into the construction and building materials industries in the UK, Europe, North America and Asia through timber distributors. Its Accoya wood product is both sustainable and high-...
8.5% share price return from our 2021 stock picks
Thursday 23 Dec 2021Constructed last December from shares in UK, European and US markets, Shares ’ ‘Stock picks for 2021’ portfolio was based on high conviction in 12 companies for the year ahead. While more than half of them have subsequently done well, there were a handful of disappointments. The net effect is a...
Stock pick for 2022: Pets at Home
Thursday 23 Dec 2021P ets at Home ( PETS ) is in an excellent position to take advantage of the opportunities created by an expanded pet population. It’s one of those stocks easily dismissed by some investors given that the share price has already been a strong performer. We view it as a great business with plenty of...
Stock pick for 2022: IOG
Thursday 23 Dec 2021Shares expects 2022 to be a breakthrough year for North Sea gas play IOG ( IOG:AIM ) . Production should commence imminently of natural gas from its Saturn Banks project in the Southern North Sea. This production is coming on stream at a time of exceptionally high gas prices and, despite a strong...
Stock pick for 2022: Tate & Lyle
Thursday 23 Dec 2021Investors have an opportunity to buy Tate & Lyle ( TATE ) at an approximate 50% discount to ingredients peers. The FTSE 250 constituent’s imminent sale of a controlling stake in its North American Primary Products business will create a higher quality, ‘new’ Tate & Lyle with superior growth...
Stock pick for 2022: Roche
Thursday 23 Dec 2021Pharmaceutical giant Roche is class act with an attractive investment case. It has sector leading margins and returns on capital as well as clear growth catalysts. Roche has reached a turning point in the lifecycle of its drug pipeline where the growth in sales of new drugs is more than...
Stock tip for 2022: Loungers
Thursday 23 Dec 2021L oungers ( LGRS:AIM ) is in a sweet spot as an investment, offering both revenue growth and increasing margins as it benefits from scale efficiencies. The ability to trade throughout the day appeals to a broad demographic with around 90% of customers visiting for more than one occasion,...
Stock pick for 2021: Schneider Electric
Thursday 23 Dec 2021In the drive to digitalise the economy and in the process reduce energy consumption, Paris-listed electrical systems and automation and control firm Schneider Electric is a world leader. Its products range from simple residential kit like light switches, sockets and electric vehicle charging points...
Tristel is a long term winner in infection prevention
Thursday 16 Dec 2021Shares in infection prevention and contamination control specialist Tristel ( TSTL:AIM ) are trading just above pre-Covid-19 levels. This is despite the company’s total addressable market increasingly significantly, driven by increased awareness and demand for infection prevention caused by the...
SSE shares are still worth buying despite activist criticism
Thursday 16 Dec 2021SSE ( SSE ) £16.14 Gain to date: 4.4% Original entry point: Buy at £15.46, 3 June 2021 Activist investor EllioTt Advisors has broken cover after building a stake in utility company SSE ( SSE ) and written to the chairman, urging the company to renew investor confidence following an extended period...