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Northgate top pick in M&A frenzy
Thursday 24 Nov 2016Activist investor fund Crystal Amber has a knack of getting its own way. Last week publisher Johnston Press (JPG) announced it was considering selling off assets, a move that may have been prompted by stake building from Crystal Amber. But it is the investor’s 4% holding in van hire outfit...
GoCompare wins on price
Thursday 24 Nov 2016Take advantage of share price weakness in GoCompare ( GOCO ) and buy the comparison site at 62p. The share price has been falling since its demerger from insurer Esure ( ESUR ) on 3 November. It started trading on the market at 76p. We attribute this selling as many Esure investors viewing the ‘...
Auto Trader has potential to drive earnings fast
Thursday 17 Nov 2016A 10% share price decline in online used car marketplace Auto Trader ( AUTO ) year-to-date is an excellent opportunity to pay a lower price for a cash generative, high margin growth story. The business has delivered consistently strong results since joining the stock market in March 2015. Latest...
Cranswick can fill up your piggy bank
Thursday 17 Nov 2016Investors who fear they’ve missed the rally at Tesco ( TSCO ) can play the supermarket’s renaissance through Cranswick ( CWK ) . The pork processor’s share price pullback is a buying opportunity ahead of half year results (29 Nov). A confident Christmas outlook should stoke appetite for this...
Elementis has the right kind of mud
Thursday 10 Nov 2016Hedge fund manager John Hempton at Australia-based Bronte Capital has found what he believes to be a gem of an investment on the UK stock market: specialty chemicals producer Elementis ( ELM ) . Hempton, best known for a long-running stand-off over controversial nutrition products group Herbalife (...
New factory and contract wins to lift RM2
Thursday 10 Nov 2016Imminent news from pallet maker RM2 International ( RM2:AIM ) could help it regain the market’s interest. Buy at 27.5p. The £110m business looks to have fixed its problems and should soon announce its lower-cost production line in Mexico is up and running. It has also bagged contracts with big...
Savannah red hot after fantastic copper discovery
Thursday 03 Nov 2016A tiny AIM-quoted mining company on 31 October published some of the best exploration results we’ve ever seen for a copper project on the UK stock market. It’s not a one-off discovery, either. Savannah Resources ( SAV:AIM ) has been churning out amazing results for some time which gives us...
TLA is back in the game
Thursday 03 Nov 2016Sports marketing and baseball player agent TLA Worldwide ( TLA:AIM ) looks attractively valued after an abortive 65p bid for the company from Atlantic Alliance Partnership (AAPC:NDQ) . TLA pulled its recommendation for AAPC’s bid in September. It believed investor demand wouldn’t be as strong for...
Unique security at a discount
Thursday 27 Oct 2016We are seeing a fresh start for GB Group (GBG:AIM ) and prospective investors in the stock. First, the identity security management specialist will have a new CEO from 1 April 2017 in former Experian ( EXPN ) executive Chris Clark, appointed to replace the retiring Richard Law, 14 years in the top...
Aiming for a hat-trick with Hogg
Thursday 27 Oct 2016After delivering gains of 40% and 20% over the past couple of years it has featured among our portfolio of top picks, we’re again backing dependable corporate travel specialist Hogg Robinson ( HRG ) . Hogg operates in a competitive market with some big hitters – slugging it out with American...