Month: April 2022

New UK IPOs 27/04/22 |Ajax Resources, Aura Renewable, Hamak Gold, Financial Acquisition, First Tin, New Energy One, Ondo InsurTech, RC365|

In this article, we will introduce 8 recent IPOs listed on the LSE – AJAX, ARA, HAMA, FINS, 1SN, NEOA, ONDO, RCGH. Ajax Resources plc Aura Renewable Acquisitions plc Hamak Gold Limited Financial Acquisition Corp. First Tin plc New Energy One Acquisition Corporation plc Ondo InsurTech plc RC365 Holding plc Ajax Resources plc | (LSE […]

Portmeirion Group PLC: Portmeirion goes back to the future (LSE:PMP)

Richard re-examines one of his worst trades and considers whether changes at Portmeirion, the manufacturer of tableware and other home accessories, are enough to make him reconsider. Half a failed trade Portmeirion is one of the more severe of many blots on my trading history. I added Portmeirion to the model portfolio I run for […]

Weekly Market Commentary 25/04/22 |NFLX, CBOX, SOLI, CAPD| Lion King v Tiger King

Bruce questions whether the value of intangible assets on Netflix’s balance sheet are of the same character as Disney’s intangible assets.  Plus a mix of UK stocks that reported last week CBOX, SOLI and CAPD. The FTSE 100 was down -0.2% to 7,563 last week. The Nasdaq100 was down -3.5% as Netflix was the latest […]

Small-Cap Spotlight Report: Beeks Financial Cloud (LSE : BKS)

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Beeks Financial Cloud offers investors a convincing growth story backed by recurring revenue balanced by hefty expenditure and a racy valuation. Maynard Paton weighs up the pros and cons. Every share has a bull case and a bear case. Our job as investors should be to consider the arguments from both sides, and decide which […]

Weekly Market Commentary 19/04/22 |ARKK, PZC, MRK, AGFX | Growth Stocks and the St Petersburg Paradox

Bruce digs out an obscure 1957 paper on growth investing, that Warren Buffett refers to when answering a shareholder question at his AGM and applies the thinking to the ARKK Innovation ETF.  Plus PZC, MRK and AGFX trading updates last week. The FTSE 100 closed ahead of the Easter weekend at just above 7,600, that’s […]

Morgan Advanced Materials | Follow the fd (LSE : MGAM)

Prompted by the notion that executives sometimes vote with their feet, Richard takes a first look at Morgan Advanced Materials. It recently poached Victrex’s chief financial officer. A by-product of attending the Victrex Annual General Meeting earlier this year was the opportunity to ask its chief financial officer why he was leaving for the arguably […]

Weekly Market Commentary 11/04/22 |DEVO, IGP, AFM, ELIZX | Clubs money can’t buy

This week Bruce takes a look at Elon Musk’s Twitter activism and what the London Stock Exchange might learn from Musk’s other activities. Companies covered computer game publisher DEVO, online identity company IGP and management consultancies AFM and ELIX. The FTSE 100 was 7,619 +1.1% last week. The UK index of blue chips has been […]

Small Company Champion: How to play the electric-vehicle revolution

Elric Langton explores energy, a regular theme across the investment media and looks at different ways to play the green revolution through various companies. Energy is a regular theme across the investment media and, of course, the investment community. Two battlegrounds are being fought; the cost of energy, which, as we all know, is increasing […]

Weekly Market Commentary 04/04/22 | TND, BUR, EQLS | Diversification through time

Bruce looks at how pound-cost-averaging can help when the investing environment is particularly uncertain or the relationship between asset classes breaks down.  Companies covered BUR, TND and EQLS. The FTSE 100 was up +0.8% last week to 7535. The Russian stock market was up +28%, after it re-opened following it being closed for a month, […]