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Simon Thompson

On the financial beat A quartet of financial services companies all offer investment upside ...

25 October 2016

Simon Thompson

About Simon Thompson

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

Recent articles

  1. Riding small cap bumper gains

    Riding small cap bumper gains

    24 October 2016

    A quartet of Simon Thompson’s share recommendations are all showing healthy gains, and offer further potential upside too.

    As long as the private banking arm can recycle deposits into high quality lending at an economic net interest margin then this it will be value accretive to shareholders.

  2. Value plays

    Value plays

    18 October 2016

    Simon Thompson highlights five value opportunities in his small cap hunting ground.

    Or put it another way, with the company’s equity being valued at only £57m, or US$70m at current exchange rates, and net debt around $57m, then $257m worth of real estate is being effectively valued at half price.

  3. A royal investment

    A royal investment

    17 October 2016

    High yielding shares in a regional property investment company offer development upside and trade on an anomalous discount to book value.

    The shares offer a prospective dividend yield of 5.4 per cent assuming the board raise the payout from 16p to 18p as analysts predict. That looks a distinct possibility given that half year results at the end of November are likely to make for a good read.

  4. Constellation’s brightening prospects

    Constellation’s brightening prospects

    10 October 2016

    The rating of a provider of outsourced medical billing services fails to factor in its earnings growth potential

    Since the start of this year, EPS estimates for 2017 have been upgraded by 10 per cent and sterling has declined by 16 per cent against the US dollar, the net effect of which is to lift sterling EPS estimates by more than 30 per cent to 21.7p and reduce the forward PE ratio from 11 to eight

  5. Investors check into easyHotel

    Investors check into easyHotel

    06 October 2016

    The budget hotel operator pulls off a major fundraise and at a significant premium too.

    Having just raised a slug of equity at nearly double the last reported net asset value, I feel those target prices are achievable given the company will invest its cash pile in a designated pipeline of developments and on which an unleveraged return on capital of 15 per cent is being targeted.

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