Primary Recommendations

Victorian Plumbing - Acquisition of rival leaves it well placed to exploit market upturn in bathroom equipment

August 2024

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 term "zero-sum game" often conjures images of cutthroat competition where one company’s gain is another’s loss. However, in rare instances, this ruthless environment can unveil a golden opportunity when a major player exits the scene. In October 2012, I spotlighted the sports retailer Sports Direct (now Frasers Group) as it boldly acquired the prime shops and website of its defunct rival, JJB. This strategic move propelled the shares from 348p to an impressive 864p. Fast forward to September 2023, I highlighted the specialist parcels firm DX at 36p after it snapped up the best sites of its long-standing competitor, Tuffnells, in a shrewd cut-price deal. Within six months, DX was scooped up by a European private equity firm for a lucr ...

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

Subscribe now

Already a subscriber? Login

Energean - Gas producer forecast to return a cumulative 3-year dividend yield of 66%

Brickability - Director acquires shares worth £268,000

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