Category: FTSE 350

Cube Midcap Report (Fri 7 June 2019) – GAW, BAG, AJB
FTSE 350

Cube Midcap Report (Fri 7 June 2019) – GAW, BAG, AJB

Graham Neary- June 7, 2019

Good morning! Today we have: Games Workshop (GAW) - Trading update Barr (BAG) - Investment in Stryyk AJ Bell (AJB) - Result of placing Games ... Read More

Cube Midcap Report (Thur 6 June 2019) – AUTO, GOG
FTSE 350

Cube Midcap Report (Thur 6 June 2019) – AUTO, GOG

Graham Neary- June 6, 2019

Transport edition Morning all, The main news for me today is the final results statement from AutoTrader. Also: Trading update from Go-Ahead Group (GOG) Full-year ... Read More

Cube Midcap Report (Wed 5 June 2019) – CARD, APGN, LTG, GBG
FTSE 350

Cube Midcap Report (Wed 5 June 2019) – CARD, APGN, LTG, GBG

Graham Neary- June 5, 2019

Plenty to digest Morning everyone, This might be the busiest Midcap Report so far. We have updates from: Card Factory (CARD) - Q1 Trading Update ... Read More

Cube Midcap Report (Tue 4 June 2019) – Woodford sinks, 888, AO, GROW
FTSE 350

Cube Midcap Report (Tue 4 June 2019) – Woodford sinks, 888, AO, GROW

Graham Neary- June 4, 2019

Good morning, and welcome back to the Cube Midcap Report. I've been thrilled to receive such positive feedback to the launch of this report! The ... Read More

The Cube Midcap Report (Mon 3 June 2019) – Introduction/FAQ
FTSE 350

The Cube Midcap Report (Mon 3 June 2019) – Introduction/FAQ

Graham Neary- June 3, 2019

Good morning everyone, Welcome to the Cube Midcap Report! This will be a semi-regular article discussing the latest mid-cap news. There is nothing on the ... Read More

Hedge fund wizards are beyond our comprehension #MERL
FTSE 350

Hedge fund wizards are beyond our comprehension #MERL

Tony Boden- May 30, 2019

I had the unexpected ‘pleasure’ last week of commuting to London on a daily basis (it has been a while) which meant that I benefited ... Read More

Reflecting on those Burberry numbers #BRBY
FTSE 350

Reflecting on those Burberry numbers #BRBY

Graham Neary- May 23, 2019

Recent travel commitments, followed by a brief (and thankfully non-fatal) illness, have left me behind in terms of covering some of my portfolio holdings here. ... Read More

Intu feels the pain of ongoing retail turmoil #INTU
FTSE 350

Intu feels the pain of ongoing retail turmoil #INTU

Graham Neary- May 3, 2019

Many things seem obvious in hindsight and the underperformance of shopping centre owner Intu's shares is one of those things (latest share price 92.5p, market ... Read More

888 teases shareholders with the prospect of big buybacks
FTSE 350

888 teases shareholders with the prospect of big buybacks

Graham Neary- April 8, 2019

One of the holdings in my portfolio which I'm currently feeling most optimistic about is 888 (latest share price 162p, market cap £595 million  or ... Read More

A.G. Barr – Lots in the bag for shareholders #BAG
FTSE 350

A.G. Barr – Lots in the bag for shareholders #BAG

Graham Neary- March 28, 2019

This is just a very quick note on A.G. Barr, the Glasgow-based drinks company. It announced final results on Tuesday which were well-received by the ... Read More

Go-Ahead Group – Full steam ahead #GOG
FTSE 350

Go-Ahead Group – Full steam ahead #GOG

John McHale- March 15, 2019

The share price of bus and rail operator Go-Ahead Group has risen over 30% so far this year (latest share price 2020p, market capitalisation £870 ... Read More

Polymetal – Providing shareholder satisfaction #POLY
FTSE 350

Polymetal – Providing shareholder satisfaction #POLY

John McHale- March 13, 2019

The FTSE 250-listed mining company Polymetal PLC (latest share price 874p, market cap £4.1bn) has announced preliminary results for 2018. Its activities are based in ... Read More

British American Tobacco – Flickers of optimism #BATS
FTSE 350

British American Tobacco – Flickers of optimism #BATS

Graham Neary- March 6, 2019

It has been a torrid two years in which to be a BATS shareholder (latest share price £30.50, market cap £70 billion). From a personal ... Read More

NewRiver REIT (NRR) – Special report on investor presentation (2/2)
FTSE 350

NewRiver REIT (NRR) – Special report on investor presentation (2/2)

Paul Hawkins- February 19, 2019

This is Gold content! Not logged in? Log in/Register. If you're logged in, you can unlock this post by upgrading to Gold Membership. Read More

Plus500 comes clean with the dirty truth #PLUS
FTSE 350

Plus500 comes clean with the dirty truth #PLUS

Graham Neary- February 15, 2019

I've come under fire for describing Plus500 as a "bucket shop". It was said that I was being harsh on a top CFD broker. And ... Read More

Ashmore – Founder selling down stake rattles the shares #ASHM
FTSE 350

Ashmore – Founder selling down stake rattles the shares #ASHM

Graham Neary- February 14, 2019

I covered Ashmore last month with the share price at 372p. It subsequently climbed as high as 420p before today's update knocked investor confidence back again ... Read More

NewRiver REIT (NRR) – Special report on investor presentation (1/2)
FTSE 350

NewRiver REIT (NRR) – Special report on investor presentation (1/2)

Paul Hawkins- February 13, 2019

NewRiver REIT is focused on the ownership of retail shopping centres, retail warehouses, pubs and high street locations. What differentiaties it is that it focuses on ... Read More

Halma (HLMA) – Spreading the health (and wealth)
FTSE 350

Halma (HLMA) – Spreading the health (and wealth)

John McHale- January 29, 2019

Halma is a healthy and safety-oriented manufacturing group whose purpose is “to grow a safer, cleaner, healthier future for everyone, every day”. Management have increased ... Read More

William Hill (WMH) – Racing according to form
FTSE 350

William Hill (WMH) – Racing according to form

John McHale- January 22, 2019

William Hill shareholders have had a rough ride over the past year. 2018 saw the share price fall over 50%, mostly due to the reduction of ... Read More

Ashmore (ASHM) – Gathering assets and growing profits
FTSE 350

Ashmore (ASHM) – Gathering assets and growing profits

Graham Neary- January 15, 2019

Getting tired of all this political malarkey? The uncertainties betwen the UK and EU at the moment are a useful reminder that political risk is ... Read More

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