Primary Recommendation

FAIRFX - Disintermediation strategy ahead of plan

April 2019

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

On SCSW, I’ve previously had success with payment service providers. The big high was Neteller, which later became known as Optimal Payments and then Paysafe. You may recall that the business offered companies an online service for accepting payments from debit and credit cards on their websites. Added to Growth Portfolio 3 at 215p in January ‘15, it eventually succumbed to a bid at 590p two years later. If you boiled down what the underlying business did, it was about two things: setting up the customer proposition (ie. all the connections so that the processing of payments could be performed electronically at low cost) and then getting as much volume down the pipe as possible. As it got bigger, Paysafe was able ...

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Market Comment - April '19

Dialight - Former growth star looking brighter

FairFX (February 2019)

FairFX (November 2018)

FairFX (August 2018)

FairFX (July 2018)

FairFX - Buys City Forex for £6m cash (March 2018)

FairFX - Fast growth forecast from a non economic driver of supply chain rationalisation (November 2017)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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