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Great Ideas
Eland is primed for share price surge
Thursday 27 Apr 2017A material ramp up in output from Nigerian oil producer Eland Oil & Gas ( ELA:AIM ) over the next six months could act as a significant catalyst for its share price. The company’s main asset is the OML 40 licence onshore in Nigeria’s Niger Delta, in which it owns a 22.05% stake through its...
Hilton food is packed with potential
Thursday 20 Apr 2017Investors should rack up a position in retail meat packing outfit Hilton Food ( HFG ) . Hilton is growing its volumes with supermarkets around the world and has opportunities to export its proven, cash generative business model to additional territories with existing and new retail customers. This...
Ashmore to make hay as ‘Trump trade’ fades
Thursday 20 Apr 2017Join in with emerging market specialist asset manager Ashmore’s ( ASHM ) momentum as it could enjoy a further boost if Trump’s economic plans are foiled. If the US President doesn’t get his ‘border adjustment tax’ through Congress, it could have far reaching implications for emerging market assets...
Shaking up business energy supply
Thursday 13 Apr 2017To call Yu Group ( YU.:AIM ) fast-growing may seem at odds with its utility remit, but this is a unique company with substantial share price upside potential, in our opinion. Yu is shaking up a large UK business energy supply industry distinctly lacking in options. Still virtually monopolised by...
Superb metal grades put spotlight on Bluejay
Thursday 13 Apr 2017Buy into the positive share price momentum at Bluejay Mining ( JAY:AIM ) as we believe it could be on the cusp of something very big in Greenland. It is confident of becoming one of the world’s lowest cost mineral sands producers. Minerals sands contain minerals including ilmenite, rutile and...
SciSys ignites growth flame
Thursday 06 Apr 2017After several years of treading water SciSys ( SSY:AIM ) has at last found its growth groove and Shares believes there is a substantial profit opportunity for investors. Our back of an envelope calculations suggest that a modest price to earnings (PE) multiple re-rating to 14 by the end of this...
Luceco lights up on maiden results
Thursday 06 Apr 2017Luceco ( LUCE ) 215.54p Gain to date: 43.7% Original entry point: Buy at 150p, 20 October 2016 Better than expected full year results on 3 April have given another lift to shares in Luceco ( LUCE ) . They are now nearly 45% ahead of the price at which we said to buy six months ago. Luceco makes and...
GCP Student Living’s capital comforts
Thursday 06 Apr 2017Student accommodation is a specialist asset class which offers investors returns relatively uncorrelated to the wider financial markets. Within this subset, we view real estate investment trust (REIT) GCP Student Living ( DIGS ) as being in a particular sweet spot and therefore attractive to...
New dawn for Caspian Sunrise
Thursday 30 Mar 2017Now is an opportune time to invest in the newly-renamed Caspian Sunrise ( CASP:AIM ) . An imminent deal will give it full control of the highly-prospective BNG asset in Kazakhstan. Don’t be put off by the new corporate name sounding like a garishly-coloured cocktail. The company previously known as...
Four reasons why you need this Vietnamese fund
Thursday 30 Mar 2017A 21.7% discount to net asset value (NAV) should entice adventurous investors to look at VinaCapital Vietnam Opportunity Fund ( VOF ) . A continuation of the investment fund’s strong performance as well as share buybacks offer catalysts to close the discount. ‘VOF’ focuses on the booming South East...