Updates

Craneware

August 2025

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 would-be-VC-bidder appears to have backed off for now, but Craneware has delivered a strong trading update with performance ahead of expectations. I made the shares a main profile in SCSW in October 2023 at 1500p when I wrote, “Any signs of sales accelerating will cause the shares to explode upwards.” It’s now happening with growth close to the all-important 10% target, while the company continues to maintain attractive EBITDA margins of over 30%. The shares now stand at 2250p, a gain of 50%. For the full year just ended, Craneware expects to report a 9% lift in sales to US$205.7m, with its copper-bottomed annual recurring revenue (ARR) accelerating from +3% at the interim stage to +7%. Net Revenue Retention was also strong a ...

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Inspecs

Future - US growth returns in Q3, +5%

Craneware (June 2025)

Craneware (February 2025)

Craneware (September 2024)

Craneware - Growing pipeline of opportunities (October 2023)

Craneware (July 2019)

Craneware (August 2018)

Craneware - Two significant new contracts (March 2018)

Craneware - Gain since main profile: 154% (February 2018)

Craneware - Bullet proof business (October 2016)

Craneware (August 2016)

Craneware - Big beneficiary of Obamacare (November 2015)

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