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Great Ideas
Alliance Pharma's growth potential remains underappreciated
Thursday 23 Sep 2021Alliance Pharma ( APH:AIM ) 104p Gain to date: 45.3% Original entry point: Buy at 71.6p, 3 October 2019 Pharmaceutical specialist Alliance Pharma’s ( APH:AIM ) recent first-half results (21 Sep) demonstrate the strength of the business with like-for-like revenue growth in the consumer healthcare...
Why this Japanese trust has gained 15% in a month
Thursday 23 Sep 2021JPMorgan Japanese ( JFJ ) 723p Gain to date: 32% Original entry point: Buy at 547.92p, 2 July 2020 After a patchy start to 2021, this Japanese-focused investment trust is now comfortably in the money as Tokyo shares received a boost from prime minister Yoshihide Suga announcing plans to step down...
Close to 50% gain from Equals since April, more to come?
Thursday 23 Sep 2021Equals ( EQLS:AIM ) 63.99p Gain to date: 48.8% Original entry point: Buy at 43p, 29 April 2021 Payments group Equals ( EQLS:AIM ) reported half year numbers that were ahead of analysts’ expectations. Group revenue increased by 23% to £16.9 million. Adjusted EBITDA (earnings before interest, tax,...
Want Asia exposure but worried about China? Try Vietnam
Thursday 23 Sep 2021As Chinese markets continues their collapse, driven initially by the heavy-handed treatment of technology stocks by the authorities and more recently by a collapse in over-leveraged property stocks, investors seeking for better alternatives in Asia should look at Vietnam. VinaCapital Vietnam...
A brighter outlook for property makes this 5% yielding trust a bargain
Thursday 23 Sep 2021The outlook for UK commercial property has improved in the wake of the roll-out of vaccines and as workers return to the office. However, this brighter picture and a strong historic track record is not reflected in the current discounted valuation at Standard Life Investments Property Income ( SLI...
Time to buy FRP Advisory as insolvency curbs are withdrawn
Thursday 16 Sep 2021Insolvency and business advisory firm FRP Advisory ( FRP:AIM ) should be a beneficiary of a rise in insolvencies and administrations as the Government brings to an end pandemic-linked insolvency restrictions. Firms in financial distress thanks to Covid have been protected from action by creditors...
Defence group Chemring looking smart after trading update
Thursday 16 Sep 2021Chemring ( CHG ) 328p Gain to date: 4.5% Original entry point: Buy at 314p, 5 August 2021 Our positive call on defence business Chemring ( CHG ) is off to steady start. On 14 September the company said its order book had risen in value, providing visibility for the rest of the year and instilling...
Slide in Avon Protection continues despite US Army win
Thursday 16 Sep 2021Avon Protection ( AVON ) £17.86 Loss to date: 33.7% Original entry point: Buy at £26.94, 29 July 2021 Investors in defence firm Avon Protection ( AVON ) , nursing the wounds from a 13 August profit warning, might have hoped news of a contract win on 8 September would restore some momentum to the...
Biffa up 43% in six months as performance continues to impress
Thursday 16 Sep 2021Biffa ( BIFF ) 385p Gain to date: 42.9% Original entry point: Buy on 11 March 2021 at 269.5p The underlying business at refuse specialist Biffa ( BIFF ) has performed well since we highlighted the shares in March and bounced back from the pandemic at a faster pace than management or analysts...
The market-beating fund that invests in a world of change
Thursday 16 Sep 2021Sometimes we assume technology and innovation are interchangeable terms and amount to the same thing. They don’t. After all, a budget tablet computer is a piece of technology, but that doesn’t necessarily mean you would want to invest in the company which has manufactured it. Shares has spotted a...