magazine archive
magazine archive
Under The Bonnet
Why Croda has the right formula for success
Thursday 14 Sep 2017T he outlook for chemicals firm Croda ( CRDA ) is looking more positive as its biggest division Personal Care continues to recover. Last year, speciality products in this division struggled due to slower export markets and weaker customer demand. Continued weakness in consumer spending in Latin...
Hill & Smith is a dividend growth hero
Thursday 07 Sep 2017An infrastructure engineering business might sound about as boring as you get but Hill & Smith ( HILS ) is a capital growth and income returns story worth knowing. The FTSE 250 member designs, manufactures and supplies a wide array of specialised products needed when new roads and bridges are...
Micro Focus a total returns rare breed
Thursday 24 Aug 2017N ewbury-based Micro Focus ( MCRO ) is an excellent example of a high returns stock market story. Underpinned by operational excellence that delivers consistently high margins and enormous cash generation. For years it concentrated on earnings quality and cash, but now it has also added growth to...
Eve Sleep could be AIM’s next dream investment
Thursday 17 Aug 2017H aving previously raised £22m in private funding from (current) backers including Channel 4, Octopus Investments and Woodford Investment Management, premium memory foam mattress seller Eve Sleep ( EVE:AIM ) floated on the AIM market on 18 May, raking in £35m at 101p to accelerate its growth in a £...
Lighting and power expert primed for overseas push
Thursday 27 Jul 2017LED lighting products-to-extension leads manufacturer Luceco ( LUCE ) has risen by 80% since floating on the stock market in October 2016. Its shares at 235p aren’t cheap. They trade on 20 times next year’s forecast earnings. It also faces market headwinds in the UK where it generates 86% of sales...
The rapid growth story flying under the radar
Thursday 20 Jul 2017Burnley-based Velocity Composites ( VEL:AIM ) makes aerospace composite material kits. It joined the stock market in May but remains under the radar of most investors. We think it is worth a closer look. A composite is an umbrella term to describe a number of materials, usually made up of two...
Porvair is high quality... but is the price wrong?
Thursday 06 Jul 2017C ritics might argue that Porvair ( PRV ) is an old economy engineering business trading on a technology sector-inflated rating. That’s a harsh way to describe the company and its share price, but it does pose some interesting questions for investors. These are three of the most important ones: 1...
Franchise firm has tasty profit and dividend appeal
Thursday 29 Jun 2017Franchise business Filta ( FLTA:AIM ) is an enticing investment proposition, in our opinion. It is a profitable business with low capital expenditure requirements, lots of repeat revenue and potential for decent dividend growth in the future. The company floated on AIM in November 2016 at 83p and...
Smith & Nephew repairs wounds after tough year
Thursday 22 Jun 2017The future looks exciting for Smith & Nephew ( SN. ) with several products in its pipeline and plans to drive growth through emerging markets and acquisitions. In 2016, Smith & Nephew had a tough year as there was a slowdown in government spending in China and too much stock to shift. Weak...
Is Somero on the brink of a profit warning?
Thursday 15 Jun 2017Concrete levelling specialist Somero Enterprises ( SOM:AIM ) is the second best performing stock on the AIM market over the past five years, rising by 1,430% in value according to data from SharePad. Shareholders have been happy people for a long time… until now. A disappointing trading update on 5...