U.K. Market Community
Our community narratives are driven by numbers and valuation.
U.K. Investing Ideas
Global Weekly Picks
A fully integrated LNG business seems to be ignored by the market.
Key Investment Themes: LNG Hegemony and Arbitrage Machine: With an LNG portfolio exceeding 60 million tons and unparalleled trading capabilities, Shell is the company that benefits most from the volatility in the global gas market. Economic growth in Asia and energy security concerns in Europe will increase LNG demand by over 50% by 2040.Read more
Halyk Bank of Kazakhstan will see revenue grow 11% as their future PE reaches 3.2x soon
Why Halyk Bank Could Be a Hidden Gem for Long-Term Investors If you're looking for a mix of high dividends, strong profits, and big long-term potential, Halyk Bank deserves serious attention. As the largest bank in Kazakhstan, it offers much more than meets the eye—and right now, it looks like a major bargain.Read more
Why EnSilica is Worth Possibly 13x its Current Price
Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more
Zegona's Future EPS Set to Triple with Vodafone Spain Acquisition
Zegona – Key Notes for Monitoring 1. Main thesis: Zegona acquired Vodafone Spain (EV €5.0 B) with very little cash outlay thanks to debt financing and €900 M in Redeemable Preference Shares (RPS) issued to Vodafone via EJLSHM Funding Ltd.Read more
One to watch
They have been engaged by some of the top automotive companies to provide discs for future car models. This massive orderbook is no secret and the company have had issues delivering this with large amounts of wastage.Read more
Global X Robotics and AI UCITS ETF Will Transform Industries
Robotics and artificial intelligence are rapidly transforming industries from manufacturing to healthcare. BOTZ provides diversified exposure to companies leading this change — including hardware (robot arms), automation software, and AI chips.Read more
On the cusp of growth and profits
LST has 3 divisions including a rapidly growing passive fire safety division (PFP) retrofitting specialist cavity closers to solve Grenfell Tower type risks, an Agtech division selling comprehensive solutions to food growers and a printed circuit board business providing bespoke products at relatively low volumes. The latter has effectively been a cash cow that has helped keep the lights on and offered steady growth post IPO, whilst the more recently acquired fire safety business offers huge growth potential with tens of thousands of buildings legally required to be made safe over the next few years and relatively few accredited competitors.Read more
Bright future for a healthy business - get in early!
Innovative niches in the market designed to tackle large problems. This company will be one to watch in the UK.Read more
SEGRO's Revenue to Rise 14.7% Amidst Optimistic Growth Plans
1. Strategic Focus: Data Centers and "Power Banks" 1.1. Transition from "Powered Shell" to "Fully Fitted" Model In the past, SEGRO provided only the building shell and power connection for data centers, leaving the internal equipment (cooling, generators, server racks) to the tenant.Read more
