Primary Recommendation

Reach - Direct advertising set for exponential growth; DIRT CHEAP on PE of 6.5

July 2021

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.

Investors might feel rather jealous of the outsized returns enjoyed by the so-called FAANG stocks, including Google, which has soared an incredible 13.75x in 11 years and Facebook, a near 8x since it listed in 2012. Their secret formula has been so-called walled gardens, the idea that once they have persuaded users to register personal information on their website such as their zip or post code, plus a few hobbies and interests, marketers are prepared to pay a small fortune, as much as seven times what they might pay for audiences in an auction, for the privilege of reaching them. It’s been proven time and time again that this personalised data, which allows a “whip smart” rather than “spray and pray” approach to advertising, generates f ...

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Jubilee Metals - Another PGM and copper tailings processor on very low PE

Reach - Deutsche says “forecast risk firmly to the upside” (December 2024)

Reach - Operating margins soar 4% to 16.8% (September 2024)

Reach (June 2024)

Reach - Shares bounce 22% after results (April 2024)

Reach (December 2023)

Reach (September 2023)

Reach - Comparables to get easier in H2 (June 2023)

Reach - Data driven revenues up 56% (April 2023)

Reach (February 2023)

Reach - Q3 shows impressive print sales resilience (November 2022)

Reach - Plus products now over 30% of Digital (September 2022)

Reach - CEO and chairman buy shares (June 2022)

Reach - High margin digital side could be 50% turnover by FY’25 (April 2022)

Reach - Recruits another 400 writers (January 2022)

Reach - Gain in two months: 69%! (September 2021)

Reach - Newspaper group could double profits through digital advertising explosion (February 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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