Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Summary of K3C's position so far in Financial advice and M&A regional news fof the first half of this year. Got to be due an upgrade soon as revenue is soaring.
Midlands Financial Adviser: #1 (33 deals)
North West FA: #1 (30 deals)
South East FA: #2
South West FA: #4
Wales FA: =#2 (5 deals)
Yorkshire & Humber FA: #1 (17 deals)
In the NW they beat Peel Hunt, PWC and KPMG in the table.
https://www.insidermedia.com/news/north-west/most-active-h1-2021-advisers-revealed
In the NW they beat Peel Hunt, PWC and KPMG in the table.
https://www.insidermedia.com/news/north-west/most-active-h1-2021-advisers-revealed
As predicted, other regions coming through with positive news: also top in the Midlands.
"The report found that the most active financial adviser by volume was K3 Capital Group with 33 deals..."
https://www.insidermedia.com/news/midlands/regions-most-active-ma-advisers-in-first-half-of-2021-unveiled
l'm confident that that K3 Capital will start to climb again soon once this news and news to come is absorbed. Judging by the last set of figures, it will also rank highly in other UK regions and for M&A.
"K3 Capital claims the top spot on the financial adviser table with 30 transactions in the North West region."
https://www.thebusinessdesk.com/northwest/news/2083100-north-west-ma-market-jumps-36-in-first-half-of-2021
Cannacord have raised their price target from 398p to 452p today. Patience will pay off here.
The recent price dip allowed me to top up to build up my stake as I had faith that K3C would bounce back strongly. An 8% gain today following another acquisition (that often knock share prices) and a placeholding that was snapped up by institutional investors in minutes, all point to impressive growth in the future. A £250m company that I expect to double in size in the next 2-3 years.
"An Intrinsic Calculation For K3 Capital Group PLC (LON:K3C) Suggests It's 49% Undervalued"
https://simplywall.st/stocks/gb/commercial-services/aim-k3c/k3-capital-group-shares/news/an-intrinsic-calculation-for-k3-capital-group-plc-lonk3c-sug
The recent price drop has been disappointing but I've just topped up again at these prices as think the long term outlook is excellent.
This is a well-run fast-growing company (details on 5 recent acquisitions in the link) that specialises in mergers so will quickly get these acquisitions integrated and benefit from the increased income from here on.
https://www.consultancy.uk/news/27024/professional-services-group-k3-closes-fifth-deal-since-lockdown
Another high flyer
K3 Capital (LSE: K3C) is another stock with a lot to like, in my opinion. The Bolton-based business operates professional services businesses that advise SMEs. It has been growing revenue at a rate of knots. From 2015 to 2020 revenue more than tripled. It’s forecast to go from £15m in 2020 to £50.9m in 2022. That’s explosive growth, in my book.
Operating profit is also climbing strongly, margins are high and dividend growth is strong. With a market capitalisation of only £250m, there’s plenty of room for yet more growth.
With any share there is the possibility that the share price might not perform, of course. When it comes to K3 Capital, the main risks I see are that acquisitions may not integrate well or be too expensive. And as a professional group, people are key to its success so losing senior executives and managers could be a big blow.
Overall for me, the pluses massively outweigh the minuses. K3 is, for me, a stock to buy right now.
https://www.fool.co.uk/investing/2021/06/23/3-explosive-stocks-to-buy-right-now/
The acquisitions will have helped enormously. This is such an under-researched, under the radar company as you can see by the video views of my update below. Anyone that at least has a scan of it though can see that the future is bright. It currently has a fair value of 644p on Simply Wall Street and this is a share to be patient with. The Trading updates should continue to be upgraded in years to come.
Researching the company results. 46 million revenue for H1 is quite a jump. H2 could also be quite a leap. Total could be around 80 million.
K3 Capital have been cautious with their forecasts but regularly beat and upgrade them due to great business during Covid and the successful acquisition of businesses randd and Quantuma. Revenue is rocketing and will improve once face-to-face meetings start and other complementary businesses are explored.
15th Dec: Revenue of c.£18 million
15th June: Revenue of c£46.0 million
4th March: Adjusted EBITDA* of no less than £12 million
14th April: Adjusted EBITDA* of no less than £13.25 million
15th June: Adjusted EBITDA* of not less than £14.25 million
This April Interim Trading update is not short but it shows you the professionalism of the CEO and CFO and how the business is doing in great detail. I bought again today and will continue to build my holding below 400p.
https://www.youtube.com/watch?v=6s8l9A0MZXI
There's no question their governance is good due to their day jobs so they would benefit from moving out of AIM and into the main market when they can. Market cap just £260m at the moment - a bargain as they regularly top multiple regional leagues of finance companies used for M&A and other financial services.
Such an underrated company. Most people have never heard of them but they are low-risk yet but have consistently outperformed in the last year. Shares are up 68% in the last 6 months but are still 43% undervalued according to Simply Wall Street (Fair value 643p). I've just topped up again and they're now my second largest holding after Draper Esprit (GROW).
"Bolton-based professional services specialist K3 Capital Group, announced in a full year trading update today that it delivered an “exceptionally strong performance.”
https://www.thebusinessdesk.com/northwest/news/2080557-k3-capital-beats-consensus-market-expectations-following-strong-year/
Bought these and they did nothing for ages. Patience has borne fruit and they are flying now. Great RNS.
You won't find K3C hyped on Reddit but they have an experienced CEO and a solid business expansion strategy.
Up from 254p just this year.
https://www.k3capitalgroupplc.com/investors/strategy/
Tripling of revenue in a Covid year! Great rise in the SP today so happy that I topped up on Monday.
Simply Wall Street has a fair value of 561p and that's before these improved results.
The good news keeps coming !
Another upgrade in profits.
https://uk.advfn.com/stock-market/london/k3-capital-K3C/share-news/K3-Capital-Group-PLC-Trading-Update/84819678
I've used SCSW magazine for around 20 years. It recommended ASOS when they were 28 pence. I bought 30,000 and sold them at around £70, which I think was about 2013. None of my others have done as spectacularly but I can honestly say that my investments have probably done far better than if I had been lining the pockets of some investment firm. Next week I'm off to spec up my new Roma, something I could never have dreamed of 20 years ago!
Methinks if you are relying on a magazine for your investment advice you should perhaps rethink? About as reliable as taking advice from a forum like this. You only have to look at the so-called expert picks each year and see how many of them actually do well........in my experience not that many.
@JP - not sure your immediate release of SCSW newsletters is supportive of a source you probably value as a subscriber. Headlines are probably OK(ish), but saying any more at this stage would be a breach of copyright I suspect.
GS
Wish JP would keep his mouth shut for a few days every month. Already in here myself but Your posts are irritating for subscribers who pay for SCSW and want to get in first thing.
K3C was tipped as a buy in Small Company Share Watch magazine released today!
Finncap today - "We upgrade revenue by 17.0%, EBITDA by 14.6% and our SOTP-driven
price target by 10.5% to 357p from 323p."
GLA
GS