Strong growth | Moving on | Big warning
News covered here includes our assessment of results from a investment platform which is popular with financial advisers. It possesses many of the attributes one looks for in a high-quality company, as we consider here. Elsewhere, a manufacturer is pulling the plug on an innovative project, having failed to secure a commercial partner for this, while a value retailer issued a big profit warning – its future looks extremely challenging to us. One of our Bonkers Bargains, which has been a fabulous performer in 2024, continues to impress and we look forward to more upgrades in 2025.
Client portfolios managed by our associates, Fundamental Asset Management, hold shares in companies covered here.
Here are our thoughts on the latest news…
IntegraFin: Transact owner reports strong growth
IntegraFin Holdings (IHP), the operator of the Transact investment platform, reported excellent full year results, although the stock market didn’t like something, sending the shares lower on the day.
For its year to 30 September 2024 revenue rose 7% to…
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