Primary Recommendations

SigmaRoc - Record acquisition enhances FY’25 and FY’26 eps 18% and 25%, dropping PE to 5.3 and 4.6

February 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.

A shell is usually a company that has fallen on hard times to the extent that its main value lies in having a stock market listing. A skilful and well-connected management team, especially if it has the 'placing power' of a powerful stockbroker or merchant bank behind it, can work wonders with a shell. In the case of London-listed SigmaRoc, the business was founded seven years ago when a trio of former LafargeHolcim senior executives and entrepreneurs alighted on a moribund cash shell, Messaging International, and relaunched it as a buy-and-build construction materials company. Co-founder CEO Max Vermorken, a financier, and Chairman David Barrett, known for transforming London Concrete in the late 90s from a single plant to over ...

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Easyjet - £1bn profit target more than double current levels

SigmaRoc - Prospective PE for next year drops to just 7.2 (November 2024)

SigmaRoc - EBITDA “ahead of budget” (September 2024)

SigmaRoc (May 2024)

SigmaRoc (March 2024)

SigmaRoc (December 2023)

Sigmaroc (October 2023)

SigmaRoc - Director buying again (June 2023)

SigmaRoc - Placing provides firepower for further acquisitions (April 2023)

SigmaRoc - SigmaRoc Eps rises an incredible 40% in tough year (March 2023)

SigmaRoc - Forecasts raised 10% (February 2023)

SigmaRoc - Cluster buying by directors (December 2022)

Sigmaroc (June 2022)

SigmaRoc (May 2022)

SigmaRoc - Acquisition lifts eps 5% (February 2022)

SigmaRoc - 30% eps enhancing acquisition (September 2021)

SigmaRoc - Buy-and-build quarry and building materials group with £25m-a-year war chest (July 2021)

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.

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