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Great Ideas
With the energy market staying hot, buy Hunting for strong earnings momentum
Thursday 08 Sep 2022After a big stumble for the shares earlier in 2022 now is an opportune time to snap up oil services business Hunting ( HTG ) given an encouraging outlook driven by robust commodity prices and a push for energy security. Hunting derives more than 70% of its revenue from providing equipment and...
Buy BBGI Infrastructure for its stable inflation protected income and growth
Thursday 08 Sep 2022For investors looking for inflation protection, a decent yield and stable cash flows backed by long term contracts, global infrastructure specialist BBGI Global Infrastructure (BBGI) ticks all the right boxes. Since listing in December 2011, the trust has delivered a CAGR (compound annualised...
Scope for outsized returns as Made Tech helps Britain go digital
Thursday 01 Sep 2022Public sector digital technology company Made Tech ( MTEC:AIM ) has the potential to be a big part of Government plans to get public services online in future. Set-up by founder and chief executive Rory MacDonald in 2008, it quickly developed a reputation for getting the job done, cutting its teeth...
How a bidding frenzy for music catalogues underlines Hipgnosis Songs appeal
Thursday 01 Sep 2022Hipgnosis Songs Fund (SONG:AIM) 113.4P Loss to date: -1.8% We originally recommended buying investment trust Hipgnosis Songs Fund (SONG:AIM) on 18 June 2020 at a price of 115.5p. We believed the trust would benefit from the growth in music consumption facilitated by streaming services like Spotify...
Impact Healthcare REIT offers a welcome respite for weary investors
Thursday 01 Sep 2022Investors looking for a resilient, well-run, financially stable business to ride out the current uncertainty should look at Impact Healthcare REIT (IHR) . It invests in a diversified portfolio of residential and nursing care homes. With an increasing number of elderly people needing care and a...
Meet the company which literally turns rubbish into jet fuel
Thursday 25 Aug 2022It’s often said that where there’s muck there’s brass, and recycling companies are much in vogue with investors nowadays. One of the less well-known firms is Velocys ( VLS:AIM ) , previously known as Oxford Catalysts, which makes sustainable fuel from waste items. Its products are aimed at the...
This is how to play a surge in spending on cybersecurity around the world
Thursday 25 Aug 2022Threats to society’s cybersecurity are as old as the internet but Russia’s invasion of Ukraine has made the issue more acute for investors, as has more remote working in a post-pandemic world. Backing the wider theme through a low-cost ETF makes sense for several reasons, and we believe the L&G...
Why FRP shares are up 34% since we said to buy
Thursday 25 Aug 2022FRP Advisory ( FRP:AIM ) 164p Gain to date: 34% We originally recommended buying advisory group FRP at 122p on 16 September 2021 because we believed it would benefit from an increase in insolvencies as the Government ended pandemic-linked insolvency restrictions. The company specialises in...
Construction firm offers steady growth with a strong balance sheet
Thursday 18 Aug 2022Construction and regeneration firm Morgan Sindall ( MGNS ) posted record profits for the first half of the year, showing further growth on last year which analysts already considered to be a ‘step-change in performance’. With the office fit-out market accelerating, an elevated order book and strong...
How i3 Energy shares increased nearly three-fold in 12 month
Thursday 18 Aug 2022i3 Energy ( I3E:AIM ) 29.4p Gain to date: 167% When we flagged the appeal of Canadian oil and gas producer i3 Energy ( I3E:AIM ) at 11p in July 2021 we couldn’t have foreseen Russia’s invasion of Ukraine and the resulting surge in oil and gas prices. We simply liked the potential for generous...