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