magazine archive
magazine archive
Great Ideas
Take profits on gold miner Centamin
Thursday 08 Oct 2020Centamin ( CEY ) 151p Gain to date: 14.2% Original entry point: Buy at 129.6p, 1 August 2019 Shares in gold miner Centamin ( CEY ) have lost around 25% of their value since 2 October after ground movement forced it to close off an area of its Sukari mine, hurting its production output and damaging...
Shares in AG Barr start to pick up after reassuring results
Thursday 08 Oct 2020A.G. BARR ( BAG ) 469p Loss to date: -6.1% Original entry point: Buy at 499.5p, 7 May 2020 Having drifted downwards since our bullish call on the stock, AG Barr’s ( BAG ) shares enjoyed a strong rally in September. A key catalyst for the rally was the publication of its half-year results (22 Sep),...
Supermarket Income hits the acquisition trail again
Thursday 01 Oct 2020Supermarket Income REIT ( SUPR ) 107.25p Gain to date: 2.1% Original entry point: Buy at 105p, 2 April 2020 While we are not yet seeing material gains from our positive call on Supermarket Income REIT ( SUPR ) we see plenty of reasons to be encouraged. On 17 September the company announced a strong...
This defensive growth fund is very appealing
Thursday 01 Oct 2020The 29.2% discount to net asset value at ICG Enterprise ( ICGT ) represents an excellent opportunity to gain targeted exposure to the private equity space. The trust has typically traded at a discount to reflect its exposure to unlisted assets which do not have a daily market value. However, given...
Industry price hikes mean now is the time to buy Smurfit Kappa
Thursday 01 Oct 2020FTSE 100 packaging group Smurfit Kappa ( SKG ) has numerous factors working in its favour which could lead to brokers upgrading their earnings forecasts in the coming weeks. The shares have yet to reflect the improving fundamentals and trade on an undemanding 13 times next year’s earnings while...
Why we’re staying sweet on Hotel Chocolat
Thursday 01 Oct 2020HOTEL CHOCOLAT ( HOTC:AIM ) 345p Loss to date: 18.5% Original entry point: Buy at 423.5p, 19 December 2019 Despite a rebound since March, shares in Hotel Chocolat ( HOTC:AIM ) are still 18.5% below our original entry price. A strong brand with global aspirations and huge online potential, Hotel...
IG Design is down but not out
Thursday 01 Oct 2020IG Design ( IGR:AIM ) 420.2p Loss to date: -39.7% Original entry point: Buy at 697p, 19 December 2019 Coronavirus has not been kind to our bullish stance on greetings card firm IG Design ( IGR:AIM ) . While initial concerns centred on its supply chain – with some of the group’s manufacturing base...
Buy top quality small cap Somero
Thursday 24 Sep 2020There is an awful lot to like about Somero Enterprises ( SOM:AIM ) and it has unsurprisingly built up a loyal, if small, following among retail investors. We believe this audience will grow in time because it stands out as top quality company at a very attractive price. Those unfamiliar with the...
Cutting our losses on Lloyds
Thursday 24 Sep 2020Lloyds ( LLOY ) 24p Loss to date: 62.4% Original entry point: Buy at 63.93p, 19 December 2019 Our positive call on high street lender Lloyds ( LLOY ) has gone horribly wrong and, while we couldn’t have predicted the unprecedented events witnessed in 2020, we should have been quicker to respond to...
Hipgnosis seeks more money to buy music catalogues
Thursday 24 Sep 2020HIPGNOSIS SONGS FUND ( SONG ) 118.73p Gain to date: 2.8% Original entry point: Buy at 115.5p, 18 June 2020 Investors in Hipgnosis Songs Fund ( SONG ) must get used to the investment trust coming back to the market on a regular basis to raise money as it has grand plans. In the summer it said there...