Easter Treats With Futura, Strix And Team Internet
Master Investor Magazine
by Mark Watson-Mitchell
11h ago
Futura Medical (LON:FUM) – Quickly Looking To Impact Based in the Surrey Technology Centre in Guildford, this £115m capitalised company is due to declare its results on Wednesday 10th April. Its business is all about enhancing consumers’ quality of life to enable them to enjoy their lives to the full. Futura Medical is developing a portfolio of innovative products for two large markets, sexual health and pain. Its late-stage pipeline of products is based on the company’s proprietary, transdermal DermaSys® technology designed to offer rapid and targeted local delivery of clinically proven ..read more
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Small Cap Catch Up: McBride, Centaur, AG Barr And More
Master Investor Magazine
by Mark Watson-Mitchell
1d ago
McBride (LON:MCB) – Broker Says Rating Is Too Low This group, which is Europe’s biggest maker of retailers’ own-brand household goods, has benefited from improved trading, but according to one broker, the rating is still too low. At Peel Hunt their analyst Charles Hall retained his ‘Buy’ on the stock with a Price Objective of 120p. He stated that the rating is still very low in our view and the earnings growth potential underlines the opportunity. McBride is aiming for a five-year revenue compound annual growth rate of 2%, with a 10% earnings margin in the last year. Hall commented that privat ..read more
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Checking On Green Energy Seedlings
Master Investor Magazine
by John Cornford
3d ago
Firstly, it’s good to see three of my gold ready-to-go reccs are delivering – due of course to gold’s strength and to investors’ hopes it will continue. Who knows whether it will. Even Solgold (now up to 8.5p) has been polishing itself up ready for sale or a beauty parade (possibly already in progress) with a report finding “a significant porphyry target” on Cascabel’s nearby Blanca Neaves project “greater in extent than the Alpala system at Cascabelt” which could significantly increase the whole project’s long term value. But the gloomsters point to owner Solgold itself running out of cash, w ..read more
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A Busy News Week Ahead
Master Investor Magazine
by Mark Watson-Mitchell
3d ago
Journeo (LON:JNEO) – Good News In Transit My favourite transport technology solutions business is due to announce its 2023 results on Tuesday morning,  We have already had a clear picture of that year’s trading after the group reported its Trading Update six weeks ago.  It predicted that its results would be in-line with market expectations for some £46m of revenues, well up from the £22m of 2022.  Analyst Andrew Renton at Cavendish Capital Markets is looking for the company to have shown a near quadrupling of its adjusted pre-tax profits from £1.0m to £3.9m, lifting earnings to ..read more
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Putin Five Point Zero: What Now?
Master Investor Magazine
by Victor Hill
6d ago
Special Electoral Operation Surprise, surprise. Last weekend, Vladimir Vladimirovich Putin was re-elected as President of the Russian Federation with 87 percent of the popular vote. Last time round, in 2018, he polled a mere 77.5 percent of the vote. The runner-up was Nikolai Kharitonov, the leader of the Communist Party, who polled just 4.3 percent. This was, by any standards, a crushing victory. But was it a truly “free and fair” election? Most observers think not, for good reason. The name of the man who might have beaten Putin was not on the ballot paper because he was dead. But the fairne ..read more
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Small Cap Catch Up: BMS, ZTF, CURY And More
Master Investor Magazine
by Mark Watson-Mitchell
1w ago
Braemar (LON:BMS) – Looking Totally Undervalued Yesterday morning’s Trading Update for the year to end February 2024 declared that the shipping services group had achieved a strong year in line with market expectations. Revenue is expected to be not less than £150m (£153m) with underlying operating profit of not less than £18m (£20m). That really was quite a year that its management must surely hope was now well out of the way. The £73m capitalised group kept a positive cash position with net cash at 29th February 2024 of £1m (£7m), which was a decrease from the prior year after the cost of th ..read more
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Evil Diaries: Fools In Action
Master Investor Magazine
by Evil Knievil
1w ago
I am not sure how these intensely silly people get promoted in banks. But they do (think NatWest’s Coutts and Nigel Farage). But take the advice by the management of Scottish Widows, a wholly owned subsidiary of Lloyds Bank. These idiots wish to change the name from Scottish Widows to Scottish Separated since, they claim, the former name “will trigger memories of trauma and upsetting situations”. I trust sufficient policyholders of Scottish Widows will point out to these fools the error and stupidity of their ways and this change of name nonsense stops right now. ***** Eventually, the law cour ..read more
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Marlowe, Team Internet and Volution
Master Investor Magazine
by Mark Watson-Mitchell
1w ago
Marlowe (LON:MRL) – ‘Hawling’ Ashcroft On Board Protecting his holding could well be the reason why Lord Michael Ashcroft has taken up the position of Non-Executive Director of this reshaped group. The company has recently announced the £405m net disposal of certain of its Governance, Risk and Compliance software and services assets, which will leave it with a net cash balance of £220m. That will enable the group to have sufficient working capital going forward, as well as returning some £150m to its shareholders. Ashcroft, 78, holds 11,877,361 shares in Marlowe, some 12.3% of its equity, repr ..read more
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Hard Or Soft Landing: Which Funds Would Benefit?
Master Investor Magazine
by Nick Sudbury
1w ago
The big issue facing investors at the moment is whether the economy will experience a hard or soft landing. Whichever way it plays out will have a huge impact on the performance of the different asset classes, so it is important that you are comfortable with the impact on your portfolio. Most of the data suggests that a soft landing is the more likely of the two scenarios. In the US, which is the dominant economy to look at, growth has held up better than expected and inflation – although a little sticky – is on a clear downtrend. The risk of interest rates being increased any further seems re ..read more
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Small Cap Catch-Up: FAN, CTO And STVG
Master Investor Magazine
by Mark Watson-Mitchell
1w ago
Volution Group (LON:FAN) – Confidence Going Forward This energy efficient indoor air quality solutions group last Friday declared its Interim Results to end January this year. They were quite impressive showing better than expected figures and accompanying corporate statement. Sales for the six months were 6.3% ahead at £172.5m (£162.3m) while its adjusted pre-tax profits were 9.9% better at £35.0m (£31.8m), generating a 10.5% advance in earnings to 13.7p (12.4p) and very easily covering an interim dividend of 2.8p (2.5p) per share. Interestingly the group reported a strong performance from it ..read more
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