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REACT Group really ready to clean up
REACT Group (LON:REAT) – large cash-positive business and 87% ARR I know that I haven’t featured my favourite ARR investment criteria for...


Russian oil, UK oil, nearshoring, NatWest, deals, crypto and EV’s
Scandal of Russian Oil Since the Ukraine War started two years ago, Russia has been ‘blacked’ by various Governments globally, on the...


RF, processes, ports, labtech, soft drinks and building products
Filtronic (LON:FTC) – driving stronger profits and margins Yesterday’s results from this advanced radio frequency components, antennas...


TV programmes, cinemas, rare books and compliance
STV Group (LON:STVG) – setting a new Target Price ahead of results In just one month’s time we will be seeing the 2023 final results...


Looking for a FTSE 100 run up to 8,000
The FTSE 100’s switchback ride continues and is now heading up again. Just over a year ago the FTSE 100 Index reached its highest-ever...


Centaur Media, Sanderson Design, Team Internet and Accrol
Centaur Media (LON:CAU) – margins improving, take a positive view Could this be a good time for patient ‘risk tolerant’ investors to take...


Consultancy, transport, power and finance
Elixirr International (LON:ELIX) – a watching brief Just a few weeks ago the shares of this challenger management consultancy group were...


Some random and some pertinent thoughts
Tanker traffic being choked It is reported that tanker traffic on the Suez Canal has slumped progressively over the last few weeks. That...


Updates on MBH, PFD, EMAN, HAT and ZYT
Michelmersh Brick Holdings (LON:MBH) – I really like this company ‘Britain’s Brick Specialist’ should be announcing its full 2023 results...


Self-elevating, logistics and wet wipes
Gulf Marine Services (LON:GMS) – despite being up 23% in less than two months, there is still a lot more to go for – setting a new Target...


Team Internet - Is the price decline about to stop?
Considering its massive store of recurring revenues, its global services on offer and its incredible potential, Team Internet Group...
Vertu Motors and MPAC Group
Vertu Motors – is Rylan about to visit? This group was formed in 2006 with the purpose to acquire and then consolidate within the UK...
Red Sea dramas highlight marine awareness stocks
In a report issued by Liberum Capital last Friday, their analyst Gerald Khoo stated that: “The rising number of attacks on shipping in...
Trading Updates getting market stirred
Windward (LON:WNWD) – excellent Update gets shares soaring The maritime awareness group has announced a Full Year 2023 Trading Update...
Alumasc, Shearwater, Braemar and Billington – all on the move
Alumasc Group (LON:ALU) – Interims due within a few weeks Alumasc is a UK-based supplier of premium sustainable building products,...
Ramsdens, Journeo, Foxtons – all with statements due
Ramsdens Holdings (LON:RFX) – record results due next Monday This £70.5m valued group, which is based in Middlesbrough, operates through...
Alternative finance, radio frequency and social housing
Time Finance (LON:TIME) - excellent Interims due within days After publishing a bullish Trading Update three weeks ago, this £32.88m...
Steel, myths, voyages, ‘uncles’ and brakes
Billington Holdings (LON:BILN) - expect some early profit-taking A year ago the shares of this structural steel products and safety...
Nigel, Houthis, banknotes, shop closures, Jeremy and Sarah
'I am a Celebrity' Farage to return? Fresh from his significant exposure on the latest ITV series of ‘I am a Celebrity’, where he...
Filtronic, Elixirr, Frasers and Aston Martin – all on the move
Filtronic (LON:FTC) – new defence contract wins really points way This group is involved in the design, developing, manufacturing and...
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