magazine archive
magazine archive
Great Ideas
Why Cambian has exciting earnings potential
Thursday 10 Aug 2017Healthcare provider Cambian ( CMBN ) is anticipated to double earnings before interest, tax, depreciation and amortisation (EBITDA) to £40m by 2021 according to broker Liberum. This step change in earnings is likely to be rewarded by the market and we believe it is worth taking advantage. The...
Alfa by name and performance
Thursday 03 Aug 2017We’re on a decent run of high-quality software businesses of reasonable scale joining the London market. Firms like FDM ( FDM ) , Kainos ( KNOS ) , Sophos ( SOPH ) and Softcat ( SCT ) spring to mind. Alfa Financial ( ALFA ) might just be the pick of the lot. Floating on 1 June at 325p, investors...
Bag Mulberry for global growth
Thursday 03 Aug 2017S hares believes this is an opportune moment to buy British luxury brand Mulberry ( MUL:AIM ) following a pullback to £10.23 per share. The fashion bags-to-footwear retailer’s turnaround is gaining traction, currency movements give some overseas tourists more purchasing power in the UK, while...
Photo-Me’s bright earnings picture
Thursday 27 Jul 2017PHOTO-ME INTERNATIONAL ( PHTM ) 161p Stop loss: 128.8p Market value: £600.5m Weakness at photobooths-to-printing kiosks play Photo-Me International ( PHTM ) is a buying opportunity. The £600.5m cap offers a good hedge against Brexit-related uncertainties as it generates 90% of profits outside of...
Dechra's animal magic M&A
Thursday 27 Jul 2017DECHRA PHARMACEUTICALS ( DPH ) £17.29 Stop loss: £13.83 Market value: £1.6bn Recent M&A activity has super-charged Dechra Pharmaceuticals’ ( DPH ) growth prospects and this should continue to justify a premium valuation. In the year to 30 June 2017 the veterinary products developer delivered...
Accesso looks like a prime takeover target
Thursday 20 Jul 2017A ccesso Technology ( ACSO:AIM ) is a unique growth story on the UK market. We believe it will eventually get taken over at a big premium to the market price. Accesso has developed best-in-class, cloud-based queue-beating solutions and ticketing technology. It helps theme park visitors to avoid...
Accrol is flush with potential
Thursday 20 Jul 2017Boring can be beautiful. Often businesses operating in seemingly unglamorous industries are often able to generate strong shareholder returns, among them toilet roll specialist Accrol ( ACRL:AIM ) . Liberum Capital has initiated coverage (10 Jul) with a ‘buy’ rating and 200p price target implying...
Time to pounce on Cairn while the shares are cheap
Thursday 13 Jul 2017A combination of lower oil prices and a rumbling tax dispute in India have conspired to drag Cairn Energy ( CNE ) to 52-week lows. We think this represents an opportunity to buy the shares at a cheap price. The £995m cap continues to make progress offshore Senegal and production is ramping up at...
Housebuilders’ strength is good for services firm Nexus
Thursday 13 Jul 2017A resilient housebuilding market bodes well for engineering services group Nexus Infrastructure ( NEXS:AIM ) which counts Countryside Properties ( CSP ) , Taylor Wimpey ( TW. ) and Redrow ( RDW ) as customers. Nexus owns Tamdown which builds roads, undertakes earthworks, creates drainage systems...
The healthcare firm poised to boot Royal Mail out of the FTSE 100
Thursday 06 Jul 2017Relatively unknown £4.3bn cap NMC Health ( NMC ) could potentially knock postal service Royal Mail ( RMG ) out of the FTSE 100 at the next reshuffle in September. NMC, which is the largest private healthcare provider in the United Arab Emirates (UAE), is now worth more than Royal Mail (£4.2bn)...