magazine archive
magazine archive
Great Ideas
Panoply busy signing new contracts and buying businesses
Thursday 08 Oct 2020The Panoply Holdings ( TPX:AIM ) 111.3p Gain to date: 23.7% Original entry point: Buy at 90p, 6 August 2020 While shares in digital enabler consultancy The Panoply Holdings ( TPX:AIM ) have lost some of the momentum they enjoyed in September, we are still sitting in a healthy position having...
Premier Foods poised for Hovis windfall
Thursday 08 Oct 2020Premier Foods ( PFD ) 98.2p Gain to date: 136.9% Original entry point: Buy at 41.45p, 23 April 2020 Cake and gravy maker Premier Foods ( PFD ) could be in line for a windfall amid a bid from Italy’s Newlat Food for bread maker Hovis, in which it has a 49% stake. Having written off the value of the...
Don’t miss out on this high-quality European growth company
Thursday 08 Oct 2020From humble beginnings in the mid-1960s as a simple textile-maker located in Galicia in north-western Spain, Industria de Diseno Textil – better known as Inditex – has transformed itself into a global fashion powerhouse with more than 7,000 stores in 200 countries and a reputation for being on-...
Take profits on gold miner Centamin
Thursday 08 Oct 2020Centamin ( CEY ) 151p Gain to date: 14.2% Original entry point: Buy at 129.6p, 1 August 2019 Shares in gold miner Centamin ( CEY ) have lost around 25% of their value since 2 October after ground movement forced it to close off an area of its Sukari mine, hurting its production output and damaging...
Shares in AG Barr start to pick up after reassuring results
Thursday 08 Oct 2020A.G. BARR ( BAG ) 469p Loss to date: -6.1% Original entry point: Buy at 499.5p, 7 May 2020 Having drifted downwards since our bullish call on the stock, AG Barr’s ( BAG ) shares enjoyed a strong rally in September. A key catalyst for the rally was the publication of its half-year results (22 Sep),...
Supermarket Income hits the acquisition trail again
Thursday 01 Oct 2020Supermarket Income REIT ( SUPR ) 107.25p Gain to date: 2.1% Original entry point: Buy at 105p, 2 April 2020 While we are not yet seeing material gains from our positive call on Supermarket Income REIT ( SUPR ) we see plenty of reasons to be encouraged. On 17 September the company announced a strong...
This defensive growth fund is very appealing
Thursday 01 Oct 2020The 29.2% discount to net asset value at ICG Enterprise ( ICGT ) represents an excellent opportunity to gain targeted exposure to the private equity space. The trust has typically traded at a discount to reflect its exposure to unlisted assets which do not have a daily market value. However, given...
Industry price hikes mean now is the time to buy Smurfit Kappa
Thursday 01 Oct 2020FTSE 100 packaging group Smurfit Kappa ( SKG ) has numerous factors working in its favour which could lead to brokers upgrading their earnings forecasts in the coming weeks. The shares have yet to reflect the improving fundamentals and trade on an undemanding 13 times next year’s earnings while...
Why we’re staying sweet on Hotel Chocolat
Thursday 01 Oct 2020HOTEL CHOCOLAT ( HOTC:AIM ) 345p Loss to date: 18.5% Original entry point: Buy at 423.5p, 19 December 2019 Despite a rebound since March, shares in Hotel Chocolat ( HOTC:AIM ) are still 18.5% below our original entry price. A strong brand with global aspirations and huge online potential, Hotel...
IG Design is down but not out
Thursday 01 Oct 2020IG Design ( IGR:AIM ) 420.2p Loss to date: -39.7% Original entry point: Buy at 697p, 19 December 2019 Coronavirus has not been kind to our bullish stance on greetings card firm IG Design ( IGR:AIM ) . While initial concerns centred on its supply chain – with some of the group’s manufacturing base...