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Simon Thompson

Lights, camera, action The scene looks set for action in a film producer’s shares and for those of its major shareholder too. ...

21 May 2015

Simon Thompson

About Simon Thompson

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

Recent articles

  1. Renewing old acquaintances

    Renewing old acquaintances

    20 May 2015

    A lowly rated engineering services group specialising in the UK infrastructure market is benefiting from robust revenue growth across all its operations

    ‘Next year’s earnings estimates are looking increasingly too conservative given the spate of contract wins. Indeed, the company continues to win new contracts including a £14m framework award from its long-established client, Northumbrian Water, and has seen strong activity in rail where it’s the national leader in engineering skills for works on tunnels and bridges, and specifically civil, mechanical and electrical engineering services.’

  2. Three ‘value’ plays

    Three ‘value’ plays

    19 May 2015

    Shares in three small-cap companies offer clear value opportunities to capitalise on

    'Of course, there is no guarantee that a larger rival will snap up the company, but there is no denying that it would make an attractive bolt-on purchase given the costs savings and potential to grow revenues. In fact, I definitely see a takeover or sale of the unit as the end game here, and am very comfortable raising my original fair value estimate from 155p to a new range between 170p to 185p a share.'

  3. ‘Buy to build’ growth play

    ‘Buy to build’ growth play

    18 May 2015

    'Shares in a fast-growing newly-listed small-cap support services company offer decent potential for organic and acquisitive growth'

    'With over 90 per cent of forecast revenue secured for the financial year to end March 2016, then we can expect yet another step change in profits. On this basis, the shares are only trading on a forward PE ratio of 11.5, and offer an attractive prospective dividend yield of 4.2 per cent. Moreover, after factoring in net cash on the balance sheet, the shares are only rated on 9.6 times earnings estimates.'

  4. Smashing target prices

    Smashing target prices

    14 May 2015

    A trio of small cap companies have been hitting target prices, but is there more upside to come?

    ‘True, the 14-day RSI is overbought, but this can unwind without the shares selling off heavily as the price can move in a sideways fashion. Furthermore, if the share price can take out 47.5p, coinciding with a six-year high dating back to January 2009, then a run-up to the next price target of 60p, representing the pre-Lehman Brothers lows in the summer of 2008, would be on the cards.’

  5. Overseas property plays

    Overseas property plays

    13 May 2015

    'A trio of international property shares offer value, but not without risk too'

    'True, if the rouble plunges against the US dollar again then this would undermine the capital value of properties with rouble denominated rents, but the flip side is that with Russian inflation rate running at over 16 per cent, then the rent increases in local currencies will act as a hedge against currency weakness. And of course in the event of the rouble recovering its lost ground against the US dollar, then there would be a currency gain on the value of properties with tenants paying rents in local currency.'

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