UK Stock Analysis

Page 5 of 5 · 238 articles on UK companies

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#SRC Sigmaroc - today's trading statement

Sigmaroc ($SRC.L) • By Insider Ideas • 2022-10-20

#SRC - Sigmaroc - buy and build in quarry/aggregates sector. Local monopoly qualities should allow stable margin and inflation protected returns in LT.

Sigmaroc ($SRC.L) • By Insider Ideas • 2022-10-19

IG Group Holding PLC-IGG.L

IG Group Holding PLC ($IGG.L) • By InvestingWithWes • 2022-10-17

Fevertree - all recent transactions in tabular format

Fever-Tree ($FEVR) • By Insider Ideas • 2022-10-04

#GROW - Molten Ventures - UK closed fund investing in European VC sector. Diversified VC exposure at discount to NAV. Port Co's include Revolut, Ledger, Crowdcube, CoachHub, Trustpilot, UiPath...

Molten Ventures ($GROW.L) • By Insider Ideas • 2022-09-30

#SYNC Syncona - UK closed-end trust invests in biotech with focus on cell & gene therapies. Discount to NAV. Decent track record. One to watch for diversified biotech exposure?

Syncona ($SYNC.L) • By Insider Ideas • 2022-09-29

Wickes Group PLC-WIX.L

Wickes Group PLC ($WIX.L) • By InvestingWithWes • 2022-09-26

Cineworld’s £4.4bn horror movie

Cineworld ($CINE.L) • By Behind the Balance Sheet • 2022-09-18

British American Tobacco $BTI: Analysis, Valuation, and Pricing, 2022

British American Tobacco ($BTI) • By Invariant • 2022-09-04

Moonpig (LON: MOON)

Moonpig ($MOON) • By Possible Value • 2022-08-30

Supreme Group PLC (#SUP on AIM) - MCap £120m @ 103p per share. Main driver is vaping business (new acquisitions announced today 9 August). Plus a mix of manufacturing and distribution within FMCG.

Supreme PLC ($SUP.L) • By Insider Ideas • 2022-08-09

#SFOR - S4 Capital - further director buy from Scott Spirit at 131p £44.4k (120p when we posted on 21 July)

S4 Capital ($SFOR) • By Insider Ideas • 2022-08-03

Aston Martin's £142 million hangover

Aston Martin ($A5SA.DU) • By Behind the Balance Sheet • 2022-07-31

Reach plc - RCH on LSE - £370m Mcap at 117p - national and regional news publisher, midway through transition to digital-focus biz model - down 70% from peak, bottomed? H1 results tomorrow!

Reach plc ($RCH) • By Insider Ideas • 2022-07-25

S4 Capital - SFOR on LSE - MC £680m at 120p - Advertising roll-up play, headed by Sir Martin Sorrell who built WPP from a cash-shell to its current state - down c40% on today’s trading update

S4 Capital ($SFOR) • By Insider Ideas • 2022-07-21

Fevertree Drinks- Another insider buy on Friday

Fevertree Drinks ($FEVR.L) • By Insider Ideas • 2022-07-18

Fevertree - FEVR on LSE - Mcap £1.1bn @ 900p - Premium soft drinks - stock down 25% on revised EBITDA guidance today due to cost inflation (claimed transitory). EV / Sales c2.6x versus 7.5x for peers.

Fever-Tree ($FEVR) • By Insider Ideas • 2022-07-15

Howdens Joinery Group (HWDN)

Howdens Joinery Group ($HWDN) • By Johan Lunau • 2022-07-09

Ashmore Group

Ashmore Plc ($ASHM.L) • By Mr Market Miscalculates • 2022-04-28

Updates To My BOTB and dLocal Writeups

BOTB ($BOTB.L) • By Possible Value • 2022-03-05

QUICK IDEA - Countryside Properties PLC (#CSP on LSE) - MCap £1.6bn @310p - home construction sector, shifting business model to focus solely on econ-resilient and high ROIC “Partnerships” business.

Countryside Properties PLC ($CSP) • By Insider Ideas • 2022-02-15

Best of the Best PLC (BOTB.LON)

Best of the Best PLC ($BOTB.LON) • By Possible Value • 2022-02-08

CMC Markets (#CMCX on the LSE) - Mkt Cap GBP 720m at 250p- CFD, spread betting and stock broking. Low valuation; Market volatility boosts chance of recovery after surprise guidance reset this summer.

CMC Markets ($CMCX.L) • By Insider Ideas • 2021-12-23

#AGFX - Argentex PLC - solid explanations within interim results, and helpful presentation from CEO and CFO on Investor Meet Co platform, should allay fears on margins

Argentex ($AGFX) • By Insider Ideas • 2021-11-09

Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

Naked Wines ($WINE.L) • By Planet MicroCap • 2021-11-03

#AGFX Argentex H1 trading update - investment case on track

Argentex ($AGFX) • By Insider Ideas • 2021-10-11

Lloyds Bank: Worth the Pain

Lloyds Bank ($LLOY.L) • By Superfluous Value • 2021-09-22

Problems at CLEAR Secure Inc (NYSE: YOU)

CLEAR Secure Inc ($YOU) • By The Bear Cave • 2021-09-16

Insider Ideas - Argentex Group PLC (AGFX on UK AIM Market), specialist foreign exchange provider. Market Cap circa GBP 115m at 105p per share.

Argentex ($AGFX) • By Insider Ideas • 2021-09-14

Babcock International: An Inverted Short

Babcock International ($BAB.L) • By Superfluous Value • 2021-08-27

[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

Admiral ($ADM.L) • By scuttleblurb • 2020-06-30

BAT – A Wonderful Company at A Wonderful Price (9x PE, 13% dividend yield, 100% ROE)

BAT ($BATS.L) • By Value Investing for Professionals • 2020-01-29

NYC Trip and Coats Group Plc - LSE:COA

Coats Group Plc ($COA.L) • By Alluvial • 2016-12-03

What's Up With Awilco Drilling?

Awilco Drilling ($AWLCF) • By Alluvial • 2014-12-08

Capital Drilling - CAPD:L

Capital Drilling ($CAPD) • By Alluvial • 2014-08-08

Awilco Drilling Reports Great Earnings, Raises Dividend, But The Real Action Is Yet To Come - AWLCF

Awilco Drilling ($AWLCF) • By Alluvial • 2013-11-15

Retail Holdings Plans an IPO, Awilco Drilling Gets Big Contract

Awilco Drilling ($AWLCF) • By Alluvial • 2013-06-23

Awilco Drilling's Upcoming Double Digit Yield - AWLCF

Awilco Drilling ($AWLCF) • By Alluvial • 2013-05-07