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Simon Thompson

Priced to gain altitude Shares in the operator of privately-owned jet aircraft have lost altitude this year, and are ripe for recovery. ...

25 August 2016

Simon Thompson

About Simon Thompson

Winning stock and trading ideas from the creator of the Bargain Portfolio

Recent articles

  1. Bioquell ends bid talks and restructures board

    Bioquell ends bid talks and restructures board

    25 August 2016

    The bio-decontamination control technology product company has ended bid talks, but prospects are still rosy.

    "Having made significant investment in its product development, annualised research & development expenditure is running well below the depreciation charge. So, once you factor in an annual non-cash amortisation charge, then a large chunk of cash profits are being converted into cash flow. "

  2. Shopping for a property bargain

    Shopping for a property bargain

    24 August 2016

    Shares in a small cap REIT in the process of winding down its portfolio should offer handsome rewards.

    One reason for the high property yields on offer is because returns from retail property have lagged the other main property investment sectors, with rental and yield performance weaker than office and industrial markets.

  3. Alpha seeks alpha

    Alpha seeks alpha

    23 August 2016

    Shares in a property investment company are priced well below book value even though it continues to outperform.

    The high yield debt Alpha is owed should be redeemed before the year-end. Indeed, there is an incentive for some of the borrowers to refinance as they will escape break fees. If this pans out then Alpha will free up £17.4m for re-investment and still have upside potential from equity stakes in both companies.

  4. Bargain shares on a tear

    Bargain shares on a tear

    23 August 2016

    Two of Simon Thompson's Bargain shares have been on a tear, and with good reason too.

    Having run through the company's 10 largest holdings, I estimate they are worth 15.2 per cent more than their end July valuation which means that the share price is 10 per cent below my estimate of spot net asset value.

  5. London property trading play

    London property trading play

    22 August 2016

    Shares in an East London housebuilder have de-rated sharply and offer decent upside says Simon Thompson.

    Rated on 7.5 times earnings, modestly above book value and supported by a dividend yield of 5 per cent, investors are pricing in house price falls at the more affordable end of the London housing market, something that’s at odds with the supply-demand dynamics of the market segment.

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