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Simon Thompson

Investment company watch Our small-cap stock picking expert highlights a trio of Aim-traded companies to consider ...

25 April 2017

Simon Thompson

About Simon Thompson

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

Recent articles

  1. Going for growth

    Going for growth

    24 April 2017

    Simon Thompson highlights four undervalued small-cap plays worthy of serious consideration

    If sales momentum can be maintained at these heady rates, then analysts' predictions of revenues rising to £40m this year look too conservative, providing ample scope for further earnings beats

  2. Positive thinking

    Positive thinking

    19 April 2017

    Our small cap stock picking expert highlights a micro cap company offering significant growth potential.

    Interestingly, the share price is on the cusp of breaking out above the 87p to 90p level which has acted as a glass ceiling since September 2016 and would pave the way for a sharp rally to the all-time high of 105p dating back to the autumn of 2015. Beyond that my 12-month objective of 130p comes into play.

  3. Taking profits

    Taking profits

    18 April 2017

    Our small-cap guru decides to crystallise some eye-watering profits.

    In the absence of an earnings beat, a rating of 25 times top of the range earnings estimates seems to fully factor in expectations of 20 per cent EPS growth in both the 2018 and 2019 financial years, even allowing for a cash-rich balance sheet.

  4. Value opportunities

    Value opportunities

    11 April 2017

    Simon Thompson assesses the merits of two companies trading on deep discounts to book value, and another cashed up for a value accretive expansion

    It's entirely possible that as the auction process proceeds, and the rump of the portfolio becomes more concentrated on the higher-quality and larger properties, a larger rival may become interested in buying the company. This would offer upside to my liquidation value which could yet prove conservative.

  5. On the case

    On the case

    10 April 2017

    Our stockpicking guru assesses the potential for further share price upside from some of his top Aim performers

    'With analysts raising their target prices as well as their earnings forecasts, it's fair to say that institutional investors who ultimately drive the company's share price are likely to continue to view the investment merits of this alternative asset class favourably'

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