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Apr 2014
Is the darkest hour right before the dawn?

Balfour Beatty is Britain’s premier construction group by sales and an international figure in the privately-funded infrastructure space. However, it has endured a series of set-backs in the past two years, some outwith and some under its control. It has attempted to tighten its operational, financial and risk controls and there are early signs of improvement in the troubled UK construction sector. That said, we believe the current share price is fair for now and we initiate coverage with a Neutral rating.

Apr 2014
Stronger signal in the second half

Sepura’s trading update indicates H2 2014 revenues and adj. PBT of c.€70m and c.€12m, respectively, marking a strong second half performance on the back of continued trading momentum and an easing of currency headwinds.

Apr 2014
The story so far

Following a busy quarter of news and some varied share price performance across the media sector,

Apr 2014
The Money Bin

Insurance weekly Valuation concerns impacted shares in the week to 8 April. As a result the FTSE All Share underperformed, falling 1.2% vs. 0% for the Insurance Index and -1.1% for the Lloyd’s Index.

Apr 2014
Oil & Gas E&P

Wildcats: Optionality & Execution

Mar 2014
The View From The Tower

In January, we presented our Key Buy Ideas for 2014 from Research, Investment Funds and Sales. Our selection goes across the market cap range, from Rio Tinto (£46,698m) to AIM-listed Sabien Technology* (£11m). This month we look at how our selection has performed year to date. As of 25 March, £100 invested in each of our 21 stocks would have given back £2,207.90 vs. £2,067.66 for the FTSE All Share. F

Mar 2014
Entering a new era of quality and growth

Majedie Investments’ (MAJE.L, -7.0%) recent reorganisation was well received by the market, with a notable improvement in both volumes and the rating. We believe there is further upside to come with investors now able to benefit from access to this well regarded management group and fund pool (one being closed to new investors), at a discount to NAV. Highly focused, with a disciplined and differentiated investment style, we expect MAJE to become a leading player in the global listed funds space in the coming years.

Dec 2013
Mineral Sands

Kenmare Resources & Sierra Rutile

Dec 2013
Private & Commercial Finance Group

Profit momentum maintained in H1

Dec 2013
Sweett Group

Platform starting to deliver

Nov 2013
Offer by Somers Limited for Westhouse Holdings PLC

The following documents are on display or incorporated by reference...

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