We have uncovered many star performers, but valuations in some areas look totally bonkers!
Our Research and Blogs over the past few months have uncovered some terrific companies, with the share prices of many soaring in quick time. There have also been some underperformers, with only the dividend to offer comfort in the short term. While many companies can justify their lofty valuations others are looking extremely pricey, as we comment in our Blog here..
Our Premium Research from 30 June 2017 ‘Grab a slice of the booming video games industry with this AIM high flyer!’ covering Keyword Studios (AIM:KWS), proved to be extremely well timed with the shares up over 110% since then and the market capitalisation of this business now over £900m. We commented how, with a growing presence in a huge, yet fragmented, sector this business could continue to do very nicely as a major consolidator, as the recent US$66m acquisition of VMC Consulting illustrates. The acquisition was supported by a £75m equity raise at 1400p. While the acquisition is expected to…