-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• Two disposals ahead of carrying valuations• Net cash of £32.1mn (111p)• Cash return likely through a tender offer• Stake buildingPalace Capital (PCA:221p), a high-yielding regional commercial property real estate investment trust (Reit), continues to make stellar progress with divesting its portfolio.
-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• $2.5mn US order• Positive divergence on the charts• PE ratio of 7 (ex-cash)• Almost 50 per cent upside to target price of 375pWhen trying to call a share price bottom, I always pay keen attention to one technical indicator in particular: positive divergence on the charts. This is when a share price makes a lower low in a downtrend, but the 14-day relative strength indicator (RSI) fails to validate it.
-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• Partnership with South African PGM producer• Chrome and PGM production guidance upgraded• Share price rallies 8 per centJubilee Metals (JLP:3.35p), an Aim-traded mining company that makes money by extracting platinum group metals (PGMs), copper and chrome from mine tailings in South Africa and Zambia, has entered into a lucrative agreement with a South African producer to process its growing chrome tailings (PGM surface stockpiles).
-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• Cash windfall from takeover of De La Rue • 33 per cent discount to spot NAV• Significant cash return anticipatedTop-performing fund Crystal Amber (CRS:127.5p) is set to reap a hefty cash windfall from the takeover of De La Rue (DLAR:130p). Funds managed by Greenwich-based Atlas have offered 130p a share in cash for the banknote printer and authentication group.
-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• 2024 revenue declines 15 per cent to £113mn• Pre-tax profit falls 19 per cent to £10.8mn• Earnings per share down a fifth to 66.2p• Share price drops a fifth after 2025 guidance loweredBarnsley-based structural steel and construction specialist Billington (BILN: 375p) upgraded earnings guidance in mid-December 2024, albeit full-year results were still well below the previous year’s record result.
-
1 week ago | 
investorschronicle.co.uk | Simon Thompson
• Pre-tax profit up 40 per cent to £5.9mn in the year to date• Priced on forward PE ratio of 8The market turmoil is producing some attractive buying opportunities for investors willing to ride out the short-term volatility. Bath-based Time Finance (TIME:49p), a provider of invoice finance, asset finance and loan finance to more than 10,000 small and medium-sized enterprises (SMEs), is one of them.
-
1 week ago | 
theartsdesk.com | Simon Thompson
I was in Germany last week, and nearly every town I went to was advertising a St Matthew or a St John Passion taking place in the week up to Easter. It says something about how deeply engrained Bach’s Passion settings are in German culture that they can muster up so many performances while, in most years, we in Scotland get only one for the whole country. What a one it is, though.
-
2 weeks ago | 
investorschronicle.co.uk | Simon Thompson
• Revenue up 12 per cent to £62.7mn• Cash profit up 26 per cent to £16.4mn• Underlying EPS up a third to 1.69p• Dividend of 0.2p a sharehVIVO (HVO:15p), a specialist contract research organisation (CRO) testing infectious and respiratory disease vaccines and antivirals using human challenge trials (HCT), flagged up its record annual results in a pre-close trading update (‘This lowly rated research stock is a real bargain’, 27 February 2025). Of more interest is the outlook statement.
-
2 weeks ago | 
investorschronicle.co.uk | Simon Thompson
• 2024 net revenue edges up to £21.3mn• Pre-tax profit rises 7 per cent to £3.9mn • Maiden dividend of 0.023p a shareLondon-based social and digital media group Brave Bison (BBSN:2.6p) has announced the acquisition of News UK’s influencer marketing division, The Fifth Group, alongside annual results in line with recently upgraded earnings guidance.
-
2 weeks ago | 
investorschronicle.co.uk | Simon Thompson
• Full-year revenue up 10 per cent to $167mn• Adjusted cash profit rises 15 per cent to $100mn• Net debt reduced 25 per cent to $201mn• $570mn order backlog underpins future earningsA combination of high utilisation rates (92 per cent) and rising day rates (up 9 per cent to $33,100) is driving a strong earnings tailwind for Gulf Marine Services (GMS:15.6p), an operator of 14 advanced self-propelled self-elevating support vessels in the Middle East.
