Updates

DiscoverIE

July 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The shares stand more than £3 below last year’s 1028p placing, which raised £55m and allowed it to make two acquisitions that have 20%+ operating margins versus the previous group average of 7.7%. These were Beacon US, manufacturer / supplier of custom embedded computing boards predominantly for the medical sector and Antenova, a UK-based designer and manufacturer of antennas and radio frequency modules for industrial connectivity applications. It’s the kind of high margin design and electronics manufacturing stuff that chief executive Nick Jefferies increasingly has sought - and February has also seen him complete his exit from the low margin business of electronic distribution with the sale of Acal BFi .The two deals were inclu ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Supreme - Eps enhancing acquisition of Liberty Flights

Bloomsbury Publishing

DiscoverIE - 15 deals in live negotiation (January 2024)

DiscoverIE (May 2023)

DiscoverIE (December 2022)

DiscoverIE - Trading ahead of expectations (May 2022)

DiscoverIE (October 2021)

DiscoverIE (July 2021)

DiscoverIE (March 2021)

DiscoverIE (September 2020)

DiscoverIE (May 2020)

DiscoverIE - Latest acquisition has 35%+ margins (November 2019)

DiscoverIE (May 2018)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X