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Non-Standard Finance continues to grow in sub-prime
Thursday 17 Aug 2017The speciality lender sector on the market is full of risks. Failure on the part of borrowers to repay loans being among the most prominent. But Non-Standard Finance ( NSF ) is a firm growing fast, consolidating the sub-prime lender market at pace. Chief executive John van Kuffeler tells Shares the...
Threads maker Coats is a superb investment
Thursday 10 Aug 2017We’re confident the re-rating at industrial threads and consumer textile crafts firm Coats ( COA ) still has legs, so buy at 76.1p. Sorting out a major pension problem and joining the FTSE 250 index have helped to propel the share price by three-fold in the past 18 months. The focus is now on...
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...