Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Auto Trader Group led the risers as Exane BNP Paribas initiated coverage with an 'outperform' rating, citing structural growth opportunities. "Autotrader compares favourably with domestic and international classified peers, particularly, based on conversations with peers and dealers, in terms of competitive positioning," the broker said.
Good recommendation today in Investors Chronicle: 'It's clear that SuperGroup's strategy to expand the brand and customer base is paying off. But at 1,234p, the shares are trading on a rather punchy 21 times forward earnings. That said, we still think the shares are worth buying ahead of potential upgrades next week. Buy. '
Good review in IC yesterday - the conclusion being; The long-term growth story remains intact and the results in July should offer some reassurance here. Furthermore, given the amount of infrastructure investment that has now been completed, SuperGroup is set to benefit from operational leverage as costs start to fall as a percentage of sales.
Interim (2012) Results Announcement due 30th August. Some other boards are guessing that info is leaking prior to the results and that is positively affecting the SP
Jeffrey Harwood, analyst at Oriel, has reiterated his 'buy' recommendation on web-based gaming company Sportingbet (SBT.L) following the publication of a quarterly update that met expectations. Business in Australia is going well, with like-for-like sales up 24%, and Harwood said there are encouraging signs that the government may allow in-play betting before the year is out. In Europe the going is tougher, with sales declining 18% on a like-for-like basis. 'Our European business has continued to face challenging economic conditions combined with the disruptive impact of newly regulating countries and associated taxation. Additionally, our largest European market, Spain, was closed for the first 35 days of the quarter until the licensed market launched on 5 June,' the trading update noted. Harwood said regardless of the bleak European outlook the shares are good value: 'Even if one takes n extreme view of attributing a nill value to the European operations, the sum of the parts valuation would be 46p per share.'
Good write up on http://www.iii.co.uk/articles/42305/stock-watch-anite By Edmond Jackson | Fri, 06/07/2012
Merchant Securities kicks off BTG coverage with 'buy' call: Robin Campbell, analyst at Merchant Securities, has initiated coverage of pharmaceuticals business BTG (BTG.L) with a 'buy' recommendation, citing what he called a 'tantalising growth story'. Growth metrics from the firm are impressive, Campbell said, with future five-year revenue compound annual growth running at over 9%. 'An expanding pre-investment profit margin should push long-term earnings growth to 30%-plus,' he added. 'We recommend buying BTG shares for the company’s growth potential. The integrated divisions have an increasing emphasis on a direct sales activity in niche, high-growth specialty segments in the US market,' he concluded. Shares in the group, for which Campbell has a sum-of-the-parts-derived target price of 490p, closed at 424.00p on Tuesday, up 13p or 3.16%.
ahha and yoshie, you should note that the ticker has changed from BGC to BTG and that has caused details to disapear from this site and others. I'm still of the opinion that this is a buy.
I suspect that like me most people just watch the share details, its a good share, I'm making money but I don't understand the drugs business. Good luck!
Shares mag date 12/5 p51 agrees with Numis analyst Nick James that AZEM is a 'Buy' with a target price of 400p. Buy at 288.7p.