magazine archive
magazine archive
Great Ideas Update
Savannah impresses with mineral sands resource update
Thursday 10 Nov 2016Savannah Resources ( SAV:AIM ) 4.5p Gain to date: 12.5% Previous Shares view: Buy at 4p, 3 November 2016 A positive resource update on Savannah Resources’ ( SAV:AIM ) mineral sands project in Mozambique helps to drive shares in the miner. The resource estimates is 3.5bn tonnes at a grade of 3.8%...
Great Ideas update: Tribal
Thursday 03 Nov 2016Tribal ( TRB:AIM ) 56.75p Gain to date: 20.1% Previous Shares view: 47.25p, 19 May 2016 Tribal ( TRB:AIM ) chief executive Ian Bowles says the business is capable of delivering operating margins in excess of 20% after a turnaround is complete. Tribal struggled with lumpy revenue flow and problem...
Great Ideas update - Fusionex
Thursday 03 Nov 2016Fusionex ( FXI:AIM ) 192.5p Gain to date: 63.8% Previous Shares view: 175p, 1 Sep 2016 Another shot in the arm for investors in data analytics suite supplier Fusionex ( FXI:AIM ) , putting out a positive trading update (24 October) covering its full year to 30 September. The company anticipates...
Great ideas update: St James’s Place
Thursday 27 Oct 2016St James’s Place ( STJ ) 998p Gain to date: 29.9% Previous Shares view: 769.5p , 07 Jul 2016 Wealth manager St James’s Place (SJP) continues to reward our faith after we highlighted a buying opportunity created by the Brexit-related sell-off. In fact the result of the EU referendum appears to have...
Great ideas update: Cobham
Thursday 27 Oct 2016Cobham ( COB ) 139.9p Loss to date: 2.7% Previous Shares view: 143.9p , 23 Jun 2016 Our recovery play on aerospace and defence firm Cobham ( COB ) is now in the red as the company serves up its third profit warning in less than 12 months (25 Oct). A re-setting of expectations was a risk we flagged...
Great Ideas update: RWS
Thursday 20 Oct 2016RWS ( RWS:AIM ) 300p Gain to date: 45.6% Previous Shares view: Buy at 206p , 3 Mar 2016 A solid trading update (11 Oct) at translation specialist RWS ( RWS:AIM ) indicates its $70m (£57m) acquisition of US-based Corporate Translations Inc. (CTi) is delivering against expectations. While we are now...
Great Ideas update: Amino Technologies
Thursday 20 Oct 2016Amino Technologies ( AMO:AIM ) 149p Gain to date: 30.7% Previous Shares view: Buy at 147p, 18 Aug 2016 Nearly two months before the end of its financial year on 30 November Amino Technologies ( AMO:AIM ) spelled out that it would beat expectations. The home broadcast and connectivity kit designer...
Great Ideas update: Tharisa
Thursday 13 Oct 2016Tharisa ( THS ) 103.75p Gain to date: 33.9% Previous Shares view: Buy at 77.5p , 29 September 2016 Better-than-expected platinum group metals (PGMs) production has helped to lift shares in miner Tharisa ( THS ) . The stock is now up 33.9% since we said to buy a fortnight ago. Tharisa extracts PGMs...
Great Ideas update: Tesco
Thursday 13 Oct 2016Tesco ( TSCO ) 202.95p Gain to date: 23.4% Previous Shares view: Buy at 164.45p , 25 Aug 2016 Our bullish call on Tesco ( TSCO ) is now 23.4% in the money, the recent rally sustained by half year results (5 Oct) confirming progress with CEO Dave Lewis’ turnaround plan. With positive like-for-like...
Great Ideas update: BCA Marketplace
Thursday 06 Oct 2016BCA Marketplace ( BCA ) 183p Gain to date: 10.9% Previous Shares view: Buy at 165p , 23 Dec 2015 Analysts are increasingly excited about the growth potential at BCA Marketplace ( BCA ) . Best known to the public as the owner of the webuyanycar.com website, BCA makes most of its money from car...