Richard Gill, CFA

Premier League investments in the football financial frenzy

Premier League investments in the football financial frenzy

6 mins. to read

I kicked off writing about football and economics back in February, hot on the heels of the English Premier League clubs spending a record £950 million on player transfer fees. I also suggested that if current trends continue, we could well see the first £1 billion player within the next 20 years. While Gareth Bale’s…

Can DX Group deliver for investors?

Can DX Group deliver for investors?

6 mins. to read

At first glance shares in delivery services business DX Group (DX.) appear to be attractive. Trading on a multiple of just under eight times forecasts for the current financial year the valuation looks cheap. With net debt almost wiped out following a £200 million IPO placing in February 2014 the balance sheet has been significantly…

The Consolidators

The Consolidators

12 mins. to read

As seen in this month’s issue of Master Investor Magazine. In the first of a new series on the small cap markets Richard Gill, CFA analyses three recent additions to AIM, all of which are looking to grow in fragmented retail markets. FISHING REPUBLIC Joining AIM in June and raising £1.5 million, Fishing Republic is…

Book into further gains at PPHE Hotel Group

Book into further gains at PPHE Hotel Group

4 mins. to read

Shares in PPHE Hotel Group have risen 16-fold since the nadir of the 2009 financial crisis, making them one of the best performers on the whole of the London market over that time. They have also gained 45% in 2015 alone, driven by strong trading from the firm’s European hotels, as well as a strengthening…

Acquisitions drive diversified growth at Fairpoint

Acquisitions drive diversified growth at Fairpoint

7 mins. to read

When markets are not at rock bottom it can be difficult to find value shares. Value shares with growth prospects are even harder to find in any market. Add in a decent dividend yield and you have the holy trinity of attractive investment characteristics. Despite a few caveats, AIM listed Fairpoint Group (FRP) looks to…

Has Sprue Aegis’s Fire Gone Out?

Has Sprue Aegis’s Fire Gone Out?

6 mins. to read

Sprue Aegis is a great British company which I have covered for many years, ever since it was listed on the old PLUS markets. The shares have been somewhat of a private investor favourite in recent times, having risen by more than 800% over the past five years. Over that time revenues have more than…

STM re-rating could have some way to go

STM re-rating could have some way to go

8 mins. to read

Following recent full year results shares in multi-jurisdictional financial services business STM Group surged by 17% and have since touched levels last seen in summer 2012. With significant investment having been put into the business in the past few years, and the firm benefiting from strong operational gearing, profits are set to continue rising. With…

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