magazine archive
magazine archive
Great Ideas Update
Fyffes goes bananas on Japan buyout
Thursday 15 Dec 2016Fyffes ( FFY:AIM ) 186p Gain to date: 44.4% Original entry point: Buy at 128.8p, 22 Sept 2016 Readers who followed our buy call on tropical produce distributor Fyffes ( FFY:AIM ) are sitting on a tasty 44.4% profit. This follows the recommendation (9 Dec) of a €751m takeover by Japanese...
Purplebricks on the march
Thursday 08 Dec 2016Purplebricks ( PURP:AIM ) 146.4p Gain to date: 9% Original entry point: Buy at 134.31p, 22 September 2016 Our positive call on online hybrid estate agent Purplebricks ( PURP:AIM ) is back in the money. A very strong set of first half results (5 Dec) helped to repair the share price damage caused by...
New man behind wheel at Northgate
Thursday 08 Dec 2016Northgate ( NTG ) 465p Gain to date: 13.1% Original entry point: Buy at 411p, 24 November 2016 A management shake-up at Northgate ( NTG ) has been well received by the market. Investors are clearly hoping new leadership will reinvigorate the van hire business. Chief executive Bob Contreras is set...
Quixant making its own luck
Thursday 01 Dec 2016Quixant ( QXT:AIM ) 327.5p Gain to date: 14.9% Original entry point: Buy at 285p, 20 Oct 2016 Operating improvements, synergies from the Densitron deal and a robust underlying gaming operator end market; Quixant ( QXT:AIM ) has been quick out of the blocks. A trading update on 24 November showed...
Earnings upgrades for Cranswick
Thursday 01 Dec 2016Cranswick ( CWK ) £23.59 Gain to date: 6.5% Original entry point: Buy at £22.16, 17 Nov 2016 Our bullish call on pork processor Cranswick ( CWK ) is already in the money. Excellent half year results (29 Nov) provided a catalyst for share price gains and another round of earnings upgrades for the...
Homeserve beats the market four-fold
Thursday 24 Nov 2016Homeserve ( HSV ) 591p Gain to date: 40% Original entry point: Buy at 421p, 3 December 2015 The home emergency, repair and heating installation group has delivered a superb result for investors over the past year – and we see a continuation of this trend going into 2017. The shares are up 40% since...
Rotork enjoys 10% currency boost
Thursday 24 Nov 2016Rotork ( ROR ) 221p Gain to date: 40.8% Original entry point: Buy at 157p, 11 February 2016 Engineer Rotork ( ROR ) has been energised by a bullish trading update (22 Nov) which guides for 2016 results at the top end of market expectations despite challenging markets. Reuters has revenue...
Seizing cyber bull by the horns
Thursday 17 Nov 2016Sophos ( SOPH ) 234.8p Gain to date: 6.4% Original entry price: Buy at 220.7p, 28 July 2016 Very robust interim results from cyber security group Sophos ( SOPH ) show revenues up nearly 10% at $257m, billings rising 16% to $280m, and an ongoing shift to more predictable subscription sales which...
Tharisa surges after clarifying earnings performance
Thursday 17 Nov 2016Tharisa ( THS ) 152p Gain to date: 96% Original entry price: Buy at 77.5p, 29 September 2016 Shares in chrome and platinum producer Tharisa ( THS ) have surged after the miner said it expects earnings per share (EPS) for the 2016 financial year to more than double versus the previous year. It also...
Big earnings upgrades for SPP amid currency boost
Thursday 10 Nov 2016SSP ( SSPG ) 342p Gain to date: 5.9% Original entry point: Buy at 323p, 13 October 2016 There are mixed views on SSP ( SSPG ) among analysts, although we maintain our bullish stance on the transport hubs food seller. Canaccord Genuity has upgraded its earnings forecasts for SSP for the next three...