Updates

Gocompare.com

October 2018

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.

Having touched a high of 139p in June, making for a gain to high of 52% for TMI, the shares have disappointingly slipped back despite decent looking interims, with a 20% rise in adjusted operating profit to £21m on sales unchanged at £75.8m. Eps rose almost 19% to 3.8p. A key driver was a massive increase in marketing margin from 39.6% to 46.4%, reflecting a smarter approach to marketing spend. It ran its first large scale print advertising campaign with the Sun newspaper, plus an out of town campaign across the Transport for London network. It also launched its first ever customer rewards program with a dining incentive, with 80,000 taken up already. Overall, average revenue per interaction rose 8.4% to £4.80.Awa ...

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Tritax Big Box

IG Design - Transformational US acquisition

GoCo Group - Bid approach at 136p-a-share (January 2021)

GoCo Group (September 2019)

Gocompare.com - Chairman buys nearly 18m shares! (April 2019)

Gocompare.com - Price comparison group heavily over-sold on prospective PE of 7.8 (January 2019)

Gocompare.com - Acquisitions boost growth (August 2018)

Gocompare.com - Marketing margins jump 230 basis points (April 2018)

Gocompare.com - Acquisition means upgrades are likely (February 2018)

Gocompare.com - Rejects bid approach but another is likely (January 2018)

Gocompare.com - Marketing margin leaps 5% (September 2017)

Gocompare.com - Terrific demand profile for price comparison website (May 2017)

Gocompare.com - Price comparison site hoping to emulate Moneysupermarket.comâ€™s success (April 2017)

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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