magazine archive
magazine archive
Great Ideas
Odyssean's merger with Strategic Equity Capital stacks up
Thursday 13 Jan 2022ODYSSEAN INVESTMENT TRUST ( OIT ) 168p Gain to date: 72.3% Original entry point: Buy at 97.5p, 10 September 2020 Shares in Odyssean Investment Trust ( OIT ) are up 72.3% since we recommended the UK smaller companies trust in September 2020. We see merit in the board’s proposal (23 Dec) to merge...
Legal services leader DWF is set for share price upside
Thursday 13 Jan 2022Legal services group DWF ( DWF ) , the only Main Market legal firm, is ‘massively undervalued’ according to its chief executive Nigel Knowles. In our view this is not just a case of a boss talking up his own business, there’s real merit to this view and investors should take advantage. By slimming...
FRP Advisory poised to benefit from wave of insolvencies
Thursday 13 Jan 2022FRP Advisory ( FRP:AIM ) 132.3p Gain to date: 8.4% Original entry point: Buy at 122p, 16 September 2021 Since recommending specialist advisor FRP Advisory Group ( FRP:AIM ) in mid-September 2021 the shares have risen by a little more than 8%. We continue to believe that the shares offer good value...
Stock pick for 2022: London Stock Exchange
Thursday 23 Dec 2021This trade requires taking a contrarian view. Market sentiment is weak towards the stock, yet the valuation has become attractive for what is fundamentally a decent business. Shares in London Stock Exchange ( LSEG ) have fallen by a third in value since February on concerns surrounding integration...
Stock pick for 2022: Accsys Technologies
Thursday 23 Dec 2021Accsys Technologies A ccsys ( AXS:AIM ) is a global leader in sustainable wood technology and sells its products into the construction and building materials industries in the UK, Europe, North America and Asia through timber distributors. Its Accoya wood product is both sustainable and high-...
8.5% share price return from our 2021 stock picks
Thursday 23 Dec 2021Constructed last December from shares in UK, European and US markets, Shares ’ ‘Stock picks for 2021’ portfolio was based on high conviction in 12 companies for the year ahead. While more than half of them have subsequently done well, there were a handful of disappointments. The net effect is a...
Stock pick for 2022: Pets at Home
Thursday 23 Dec 2021P ets at Home ( PETS ) is in an excellent position to take advantage of the opportunities created by an expanded pet population. It’s one of those stocks easily dismissed by some investors given that the share price has already been a strong performer. We view it as a great business with plenty of...
Stock pick for 2022: IOG
Thursday 23 Dec 2021Shares expects 2022 to be a breakthrough year for North Sea gas play IOG ( IOG:AIM ) . Production should commence imminently of natural gas from its Saturn Banks project in the Southern North Sea. This production is coming on stream at a time of exceptionally high gas prices and, despite a strong...
Stock pick for 2022: Tate & Lyle
Thursday 23 Dec 2021Investors have an opportunity to buy Tate & Lyle ( TATE ) at an approximate 50% discount to ingredients peers. The FTSE 250 constituent’s imminent sale of a controlling stake in its North American Primary Products business will create a higher quality, ‘new’ Tate & Lyle with superior growth...
Stock pick for 2022: Roche
Thursday 23 Dec 2021Pharmaceutical giant Roche is class act with an attractive investment case. It has sector leading margins and returns on capital as well as clear growth catalysts. Roche has reached a turning point in the lifecycle of its drug pipeline where the growth in sales of new drugs is more than...