The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Great news for my investment here.
Call me picky but can anyone help on the green aspects here.
Does a Greenblock contain less carbon or require less carbon to be manufactured.
I presume its the former in which case it creates less of a carbon sink compared with carbon rich building materials. If that is so then presumably the argument is that in 200 years when the new build is demolished less carbon is released?
Anyway the market likes it!
I am trying to build an eco green portfolio so bought in today. Very impressed but of course need details on costing and margins etc.
Big thumbs up.
wow , this is ESG -Citing , a really good update, really on point with the market right now, shifts SRC into a different category, what a great update, this cold put a rocket under SRC , not sure of the competition for this product but the house builders will have to buy such things to keep their own ESG credentials in check.
A sales update on this product will rocket the share price
LSE not picked up yet.Let’s hope it gets into the newspapers and wider digital media.Smart management here.
What an interesting RNS this morning. A green product range? Sounds highly innovative and very exciting.
What a great investment this is proving to be.
Target raised to 85p
https://www.investorschronicle.co.uk/ideas/2021/02/07/four-potential-small-cap-bargains/
GLA
It will be interesting to see if Simon Thompson at the IC updates his recent comments on Sigmaroc for this RNS. His current T/P is 80p.
think the "Positive next steps" comment translates to more acquisitions ..... which these guys have a very strong track record of, I should think 2021 will be a repeat of 2020 in which case we can expect 120/140 range in 12 months time, subject to the usual virus caveats
UK construction stocks will benefit from the Tories continued belief in the build your way out of a recession , circa 5 / 10 years of building coming up
I did add to my holding this morning at 70p, a much higher price than my original investment but there is some real momentum building at this company.
The numbers are good and the market is there. I am a very happy shareholder.
This company is really impressive. Been invested for some considerable time and going to continue to hold it and may even add a few more. It always pays to study the form.
Indeed - management completely on top of things. Outstanding.
Another excellent RNS this morning.
I’ll be adding today - still can’t find fault with this stock at the moment.
I recently bought Sigmaroc, a potential multi-bagger:
-The group is excellently positioned to benefit from the UK infrastructure push including flood defenses investments
-Through its blue stone operations in Europe, it is exposed to increased spending on home refurbishments during lock downs
-The company has a demonstrated ability to overperform under challenging Covid conditions in 2020
-Sigmaroc's management optimises operations across its portfolio of acquired companies, taking them from 2G to 5G efficiency, and opening new markets
-The recent £125m credit line is a cost effective and non-dilute tool to continue targeted acquisitions
-Directors' significant share holdings evidence aligned interested with shareholders
-Limited downside risk given the quality of the acquired assets at a significant discount
this might well turn out to be a multibagger if the management can get the acquisitions right and continue to generate cash
Target price now 80p.
https://www.investorschronicle.co.uk/ideas/2021/01/05/four-small-caps-with-upgrade-potential/
GLA
I added to my holding here yesterday. It was a toss up between this one or Breedon. I picked this and topped up Breedon today..
Peel Hunt raises target price to 82p from 78p
GLA
Bargain price at these levels, steady upwards movement along with the UK economy especially through UK Gov spend on construction likely to accelerate through 2021-2024, expecting these to receive good press over the coming months.
Been watching for a while and should have bought in earlier, however I’m in now. Showing as a sell . Gla
https://www.investorschronicle.co.uk/comment/2020/11/18/boring-sigmaroc-could-be-about-to-get-exciting/
Boring SigmaRoc could be about to get exciting
https://twitter.com/surprised_trade/status/1322131471667204096
I'm in :-)
This is looking like avery attractive buy ......see good things ahead here!
Think a few are noticing this at last. Been it for a long time now but when I tried to add today could not buy without going NT