The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Thanks to eparo on Stockopedia for noting:
Canaccord:
The current valuation is highly attractive, with a PER of 5.5x, a secure dividend yielding 10% and a FCF yield of 18%. We reiterate our BUY recommendation and increase our TP to 95p (from 85p), based on a cal’24E PER of c.9x, div. yield of c.6% and FCF yield of c.10%, implying 78% upside.
Superb interview with Gordon McArthur CEO/Founder at https://shows.acast.com/paulscottsmallcaps/episodes/beeks-financial-cloud-bks-paul-scott-interviews-ceofounder-g
..now warming to REAT after a bit of prodding. He discussed them in his small cap podcast at the week-end. Listen from 27:58mins.
https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156
Nice commentary on BKS by Paul Scott on his week-end podcast. Listen from 8:07mins although all is well worth a listen.
https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156
Possibly. He briefly discussed Plexus in his week-end small cap podcast at https://podcasts.apple.com/gb/podcast/episode-6-of-2024-uk-small-caps-with-paul-scott-5-9-feb-2024/id1642339156?i=1000644929811
Listen from 13:42mins although all is worth a listen
Gresham House Energy Storage Fund (LON:GRID) and Harmony Energy Income Trust (LON:HEIT) I don't hold and know little about either but noticed the piece from Adam Bell on X yesterday with regards to OFGEM possibly invalidating the above's business model somewhat.
https://x.com/Adam_Grant_Bell/...
Gresham House Energy Storage Fund (LON:GRID) and Harmony Energy Income Trust (LON:HEIT) I don't hold and know little about either but noticed the piece from Adam Bell on X yesterday with regards to OFGEM possibly invalidating the above's business model somewhat.
https://x.com/Adam_Grant_Bell/...