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More to come from Touchstone despite doubling in price since the summer
Thursday 22 Oct 2020Touchstone Exploration ( TXP:AIM ) 101.4p Gain to date: 95% Original entry point: Buy at 52p, 25 June 2020 Our faith in small cap oil play Touchstone Exploration ( TXP:AIM ) continues to be rewarded in stunning fashion as the company announces the latest in a series of positive updates. Touchstone...
Very large earnings upgrades for Kainos
Thursday 22 Oct 2020Kainos ( KNOS ) £13.10 Gain to date: 82.4% Original entry point: Buy at 718p, 19 December 2019 Digital transition specialist Kainos ( KNOS ) continues to perform very strongly as it reveals further growth linked to the need for businesses and organisations to up their digital game amid Covid-19. A...
It's worth paying up for quality compounder Experian
Thursday 15 Oct 2020Credit checking group Experian ( EXPN ) has always been a premium-priced stock to own, and for good reason too. It’s a business that has long since proven its worth through all market conditions, consistently showing itself to be highly cash generative with low capital intensity, underpinned by its...
Mid Wynd is reaping the benefits of strong Asian exposure
Thursday 15 Oct 2020Mid Wynd International Investment Trust ( MWY ) 678.59p Gain to date: 17.2% Original entry point: Buy at 578.94p, 5 March 2020 Anyone holding shares in global equities investor Mid Wynd ( MWY ) should be pleased given how the stock is on the cusp of hitting a new all-time high. At 678.59p, Mid Wynd...
Snap up IP Group before it starts selling more assets
Thursday 15 Oct 2020The risk-to-reward on offer at IP Group ( IPO ) is very attractive with many investors unappreciative of the near-term positive catalysts at various mature companies in its portfolio. IP Group was set up to evolve ideas from partner universities into world changing companies. It pioneered the...
Volution plans to resume dividends in 2021
Thursday 15 Oct 2020Volution ( FAN ) 189.2p Gain to date: 4.8% Original entry point: Buy at 180.5p, 9 July 2020 After an up-and-down start our faith in ventilation products firm Volution ( FAN ) is beginning to be rewarded – helped by a fairly robust set of results for the year to 31 July. Alongside the numbers the...
Novacyt still looks really cheap despite share price rally
Thursday 08 Oct 2020There aren’t too many firms which have delivered a 10-fold increase in first-half revenues to €72.4 million and a 13-fold increase in gross profits to €60.3 million in 2020, all from organic sources. This makes diagnostics firm Novacyt ( NCYT:AIM ) pretty unique. But the excitement has arguably...
Panoply busy signing new contracts and buying businesses
Thursday 08 Oct 2020The Panoply Holdings ( TPX:AIM ) 111.3p Gain to date: 23.7% Original entry point: Buy at 90p, 6 August 2020 While shares in digital enabler consultancy The Panoply Holdings ( TPX:AIM ) have lost some of the momentum they enjoyed in September, we are still sitting in a healthy position having...
Premier Foods poised for Hovis windfall
Thursday 08 Oct 2020Premier Foods ( PFD ) 98.2p Gain to date: 136.9% Original entry point: Buy at 41.45p, 23 April 2020 Cake and gravy maker Premier Foods ( PFD ) could be in line for a windfall amid a bid from Italy’s Newlat Food for bread maker Hovis, in which it has a 49% stake. Having written off the value of the...
Don’t miss out on this high-quality European growth company
Thursday 08 Oct 2020From humble beginnings in the mid-1960s as a simple textile-maker located in Galicia in north-western Spain, Industria de Diseno Textil – better known as Inditex – has transformed itself into a global fashion powerhouse with more than 7,000 stores in 200 countries and a reputation for being on-...