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Back cashed-up Taptica’s M&A drive
Thursday 25 Jan 2018The deployment of a $50m acquisition war chest at mobile advertising platform Taptica ( TAP:AIM ) could prompt near 30% upgrades to earnings forecasts if it manages to make good acquisitions, according to investment bank Berenberg. This would provide another leg to the growth story and help drive...
Gamma is an outstanding growth story
Thursday 18 Jan 2018Out-competing both large and small rivals for years, Gamma Communications ( GAMA:AIM ) is a telecoms technology rarity growing at a pace that is far out-stripping its peer group. With a growing track record for under-promising and over-delivering, we believe the company will increasingly emerge...
Stay sweet on Nichols
Thursday 18 Jan 2018A souring of sentiment towards soft drinks star turn Nichols ( NICL:AIM ) presents an opportunity to buy into one of the AIM market’s most dependable consumer-facing companies. Earnings estimates have come down following a December profit warning and investors are worried that delivery issues in...
Grab a 9% dividend yield from property expert
Thursday 11 Jan 2018Property regeneration group U and I ( UAI ) is one of the most compelling value opportunities in the property sector and investors should snap up the shares before the wider market cottons on. U and I trades at a 33% discount to net asset value per share of 300p, according to stockbroker Peel Hunt...
Wey Education is primed for rapid profit growth
Thursday 11 Jan 2018A new injection of cash could help online education provider Wey Education ( WEY:AIM ) to build scale, which is key to sustaining momentum in the share price. Some of the £5m raised in late 2017 have already been used to acquire Academy21, a company that should bolster Wey’s ecademy business-to-...
Telford Homes is our pick of the housebuilders
Thursday 14 Dec 2017We feel Telford Homes ( TEF:AIM ) is not getting sufficient credit for its position in an attractive growth niche and a differentiated business model. We expect that situation to change in the coming 12 months. Despite its name, which conjures up images of the England’s most rural county Shropshire...
Aviva’s smart investment plan makes this a must buy stock
Thursday 14 Dec 2017Life insurer Aviva ( AV. ) is a cash generating machine. It trades at just 8.2 times 2019’s forecast 62.5p of earnings while paying a generous dividend yield of 6.4% for the same year. The company’s £3bn capital redeployment plan for the next two years has caused investment bank Jefferies to raise...
Redcentric is back on the path to growth
Thursday 07 Dec 2017There could up to 45% share price upside from Redcentric ( RCN:AIM ) over the next year, according to analysts. We share their bullish view. While the IT and communications outsourcer has had a few troubles over the years, we believe there remains a very decent business in Redcentric. A new...
Pounce on this chrome miner’s shares while they are dirt cheap
Thursday 07 Dec 2017We’re perplexed on why chrome and platinum group metals (PGMs)miner Tharisa ( THS ) is trading at such a cheap valuation. Snap up its shares now as we doubt it will stayed cheap permanently, given a rising stream of dividends, a new expansion plan and a potential acquisition broadening its product...
Snap up Galliford Try as its shares look oversold
Thursday 30 Nov 2017We think shares in housebuilding, construction and regeneration business Galliford Try ( GFRD ) are being unfairly dogged by a hit from legacy contracts earlier this year. This creates an opportunity to invest at an attractive price in a business with credible plans to boost profit more than 60%...