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Aim 100 pod, Acacia's ban, Burberry's stumble, Fenner's margins

More IC companies analysis
April 20, 2017

The first part of our annual Aim 100 review is out today. Listen to our editor John Hughman, our columnist Simon Thompson and yours truly discussing a few of the first batch (this week's part runs down from 100 to 51) in this week's Companies & Markets Show. That's available here, and on Acast, iTunes and the other usual places. Featured companies include housebuilder Telford Homes (TEF), media group Time Out (TMO), and Arbuthnot Banking Group (ARBB).

There's been a flurry of corporate stories since our last mailing. Acacia Mining (ACA) is starting to show the ill effects of the Tanzanian government's ban on concentrate exports. Given the level of political risk now at play, it's a very difficult one to call. We tried, here.

What a difference a clinical trial makes (that ditty isn't catching on) for Motif Bio (MTFB). After a tough year for the company and for its shareholders, diluted in its dive for Nasdaq, one skin treatment is now set for full regulatory approval stateside. But there are hurdles to get over yet. That's here.

Luxury retailer Burberry (BRBY) was punished for its second-half trading update - partly due to previously flagged issues in US wholesale, but also because of the pound's rally. Click here for our take.

Elsewhere, don't miss first-half results from conveyor belt maker Fenner (FENR). That's here. Operational improvements, as flagged at our January buy tip (Buy, 285p, 12 Jan 2017), are coming through.

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