magazine archive
magazine archive
Smaller Companies
Cerillion combines growth and income
Thursday 24 Nov 2016Telecoms billing and customer relationship management (CRM) software supplier Cerillion ( CER:AIM ) looks set to pay roughly 60% of earnings to shareholders through dividends when it reports full year results (28 November). This makes the company an interesting growth and income option for...
Bonmarche on recovery footing
Thursday 24 Nov 2016Actions to delivery recovery are underway at embattled women’s value fashion retailer Bonmarche ( BON ) , where new CEO Helen Connolly has revisited the strategy and sees growth resuming during the 2018 financial year. Woeful interims (21 Nov) showed a steep profits decline due to weak clothing...
James Cropper is on a roll
Thursday 17 Nov 2016Family-backed packaging outfit James Cropper ( CRPR:AIM ) doubled earnings in the six months to 1 October but chairman Mark Cropper is not upgrading earnings guidance. Shares are up 63% year-to-date and while analysts at Westhouse have upgraded their target price they have not increased earnings...
GCM hopes lifted by Chinese talks
Thursday 17 Nov 2016GCM Resources ( GCM:AIM ) has been trying for more than a decade to get a Bangladesh coal mine into production. It has faced considerable local opposition, but continued to persevere. The share price has risen 189% over the past week on a deal to work with a Chinese group to explore the potential...
ServicePower targeted
Thursday 17 Nov 2016Out and about workforce software supplier ServicePower Technologies ( SVR:AIM ) is a takeover target for Canadian enterprise software consolidator, Constellation Software. ServicePower shares had been trading close to all-time lows at 2.7p. They’ve shot up to 4p since revealing talks. Constellation...
Satellite Solutions set for re-rating
Thursday 17 Nov 2016Satellite broadband and airtime reseller Satellite Solutions Worldwide ( SAT:AIM ) is closing on its first full year of profit, and what we believe will be a substantial share price re-rating. The Bicester-based company’s financial year ends on 30 November and forecasts in the market call for £19...
Promoting 4imprint as a US play
Thursday 17 Nov 2016Signs that a Donald Trump administration could stoke US economic growth is good for promotional products group 4imprint ( FOUR ) . Buy at £16.63. Despite being a market leader it has a modest share (around 2%) of a $24 billion addressable market in the US which accounts for 95%+ of its revenue. It...
Independent gets pearl of a gas deal with Oyster
Thursday 10 Nov 2016The scope for considerable share price upside means investors should be adequately compensated for the risks associated with small cap oil exploration and production firm Independent Oil & Gas ( IOG:AIM ) . Completion of the company’s acquisition of Oyster Petroleum (28 Oct) helps underpin its...
ITM rides high with Hyundai
Thursday 10 Nov 2016Energy storage and clean fuel designer ITM Power ( ITM:AIM ) has signed a refuelling contract with Hyundai Motor UK. This is the fifth fuel supply contract using ITM’s hydrogen fuel cell technology, a potential rival to electric-powered cars. ITM now has £16.85m of projects under contract and £4...
Hayward boost from emerging markets expert
Thursday 10 Nov 2016Engineer Hayward Tyler ( HAYT:AIM ) is worth a closer look by investors after Baillie Gifford fund manager Richard Sneller snapped up a personal stake representing 6.5% of the business. At the current price of 86.5p that stake is worth £3.1m. Hayward was set up in 1815 and designs and manufactures...