EDIT: position closed 01/12/2022 @118p, 59.5% total return, 107.8% annualised Disclosure: I hold a long position in AGFX. I’ve been … More
Tag: share ideas
BOUGHT: Creightons Plc – Growth Potential At A Value Price
Disclosure: I hold a long position in Creightons Plc Last week I bought more shares in Creightons Plc, a business … More
(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines Recovery Play (13% – 38% implied return)
EDIT: position closed 16/01/2023 @57.535p, +72.2% total return, +75.5% annualised Disclosure: I hold a long position in DNA3. Preference shares … More
Royal Mail Group Plc (Free Downloadable DCF Model)
This weekend I was thinking of writing a research piece about Royal Mail Group Plc (LSE:RMG), currently priced at £4.62 … More
BOUGHT: Anexo Group Plc – 22% 5Yr Historical CAGR, 10x Current EV/EBIT
I’ve been a shareholder in Anexo Group Plc since April this year, a company offering credit hire services & legal … More
(POSITION CLOSED) BOUGHT: London Security Plc – Defensive Pick With 20 Years Consistent Performance
EDIT: position closed 28/02/22 @2,900p, +25.6% total return, +47.9% annualised Every now and again my feelings of paranoia regarding the … More
BOUGHT: Manolete Partners Plc – 42% 5Yr CAGR Growth Stock Bargain
Today I’m very excited about this latest idea. Manolete Partners Plc is a rapidly growing specialist insolvency litigation financing company … More
BOUGHT: Secure Trust Bank Plc – bargain share at 5.6x FY22 P/E
It’s not every day, especially in the market conditions of today, that you can find a great company at an … More