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Great Ideas
Buy Shield Therapeutics as it stands on cusp of US breakthrough
Thursday 20 May 2021Specialty biotech company Shield Therapeutics ( STX:AIM ) is at an exciting point in its development and is worth buying before the market switches on to its full potential. It is due to launch its proprietary iron deficiency drug Accrufer into the US market at the beginning of June 2021, after...
Bank a tidy profit on UDG as private equity swoops
Thursday 20 May 2021UDG Healthcare ( UDG ) £10.23 Gain to date: 47.4% Original entry point: Buy at 694p, 16 July 2020 It seems that others have noted the value we saw in health-related services business UDG Healthcare ( UDG ) in July 2020 as the board has now recommended a £10.23 per share cash offer from US private...
Investors toast Diageo’s £4.5 billion capital return
Thursday 20 May 2021Diageo ( DGE ) £33.65 Gain to date: 14.3% Original entry point: Buy at £29.45, 23 December 2020 OUR positive call on alcoholic drinks giant Diageo ( DGE ) is beginning to pay off, aided by an encouraging trading update on 12 May. The company announced it was restarting a £4.5 billion capital...
Coca-Cola HBC should fizz higher on reopening
Thursday 20 May 2021COCA-COLA HBC ( CCH ) 25.09 Gain to date: 7.3% Original entry point: Buy at £23.38, 17 December 2020 OUR ‘buy’ call on soft drinks colossus Coca-Cola HBC ( CCH ) has marginally underperformed the wider market year-to-date despite achieving solid gains but we are confident there is more upside to...
Buy Zoo Digital to play TV streaming growth
Thursday 13 May 2021How we watch TV has changed massively in recent years and it is now as common to talk about the latest Netflix shows as anything on BBC or ITV ( ITV ) . One way to tap in to the explosion of on-demand streaming services is a little-known AIM-quoted business Zoo Digital ( ZOO:AIM ) . This is a small...
A great way to play growth in the digital economy and collect income
Thursday 13 May 2021C ordiant Digital Infrastructure ( CORD ) is looking to capitalise on the surging growth in data consumption and traffic which it claims will provide an economic tailwind for the next decade or more. By focusing on the mid-market, the investment trust believes it can execute a ‘buy-and-build’...
Digital commerce boom brightens outlook for Somero
Thursday 13 May 2021SOMERO ENTERPRISES ( SOM:AIM ) 459.49p Gain to date: 76.7% Original entry point: Buy at 260p, 24 September 2020 Online shopping has boomed during the Covid-19 pandemic and that success has manifested itself in some surprising ways, such as the soaring share price of concrete floor flattening...
Love Island and Euros to give ITV momentum
Thursday 13 May 2021ITV ( ITV ) 125.4p Gain to date: 65% Original entry point: Buy at 76p, 30 April 2020 While the momentum behind ITV’s ( ITV ) shares may have stalled a little after a strong run around the turn of the year, there are catalysts which suggest there could be further upside in the near term. In an...
Virgin Wines up by 10% since we said to buy in April
Thursday 13 May 2021VIRGIN WINES ( VINO:AIM ) 246p Gain to date: 9.8% Original entry point: Buy at 224p, 22 April 2021 Our bullish call on stock market newcomer Virgin Wines ( VINO:AIM ) is 9.8% in the money and we are encouraged by an upgraded outlook (6 May) from the online wine retailer, which now sees year to June...
Multi-bagger potential for digital star Panoply
Thursday 06 May 2021The Panoply Holdings ( TPX:AIM ) 273p Gain to date: 203% Original entry point: Buy at 90p, 6 August 2020 Analysts at Liberum recently called The Panoply Holdings ( TPX:AIM ) ‘the best way to play public sector digitisation’ and coming just days after another upbeat trading update, they have a point...