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*Corrected* #KWS Keywords Studios: The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation caused by misguided fears
#KWS Keywords Studios: The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation caused by misguided fears
#OCDO Ocado - 567p- Update note following bid rumours: Update on the most recent events We started posting on Twitter about Ocado on 12 June after some interesting price and volume action. Please follow our Twitter account if you have not already, so as not to miss time-sensitive content. https://twitter.com/InsiderIdeas
#SUP Supreme Plc - 110p: Founder-led group selling FMCGs at budget prices, via discount retailers & supermarkets. Grows organically and via acquisition. UK govt support for vaping biz. Scope to grow sports/nutrition biz
#FDEV- Frontier Developments: Highly regarded game studio trading at significant valuation discount to peers following a series of setbacks and a collapse of margins.
#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making? : High quality, founder-led growth company facing temporary challenges that mask the important progress being made overseas and in new products
Introducing a paid tier for Insider Ideas: We would like to extend a huge ‘Thank You’ to all of our subscribers for showing support for our content. After circa 50 blog posts and many more twitter posts, we have now reached 600 subscribers and almost 900 twitter followers. We hope to get both of these numbers into the four figure realms as soon as possible.
Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold: Some recent interviews with CEO Fred Bell
#AML Aston Martin Lagonda - is the multi year recovery starting? Lawrence Stroll could be the man to make it happen...: Heavy buying from insiders and strategically powerful investors
#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at current Lithium prices: Flurry of insider buys since our last blogpost in Nov 2022