Primary Recommendation

SigmaRoc - 30% eps enhancing acquisition

September 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.

The old Yorkshire saying, “Where there’s muck there’s brass” is perhaps more accurate than many realize with the UK quoted quarry sector having yielded some shiny nuggets including CRH, 3640p, which has 15-bagged from 225p-3766p between 1993 and June 2021; Aggregate Industries, which jumped from 50p in 1993 to its eventual take-over by Holcim at 140p in ’05; and most recently, Breedon Aggregates, which has sky rocketed from 16.5p in 2008 to a recent peak of 112p. The common denominator is savvy deal-makers at the helm of roll-up “buy & build” growth vehicles, exploiting humble aggregates such as sand, gravel, clay, limestone, concrete and so on. Usually, the quarries have multi-decades of reserves in countries where supply is tight a ...

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