Updates and Ideas

Scapa - Factories "essential business" status

April 2020

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.

• I have been watching Scapa (SCPA; 108p) for a re-entry point for some time. First time round on SCSW we did very well, tipping the shares in Nov‘11 at 47p and selling at 355p in Dec.’18. Back in 2011, Scapa’s mainstay was industrial tape. These are tapes based on silicon, acrylic or other materials and fall into a range of applications where there is a need to attach, identify or protect something. Scapa’s portfolio ranges from masking tape, tape for identification of electrical wiring right through to tape for sticking a Peugeot badge on the grill of a car; tapes are usually sold under the brand of its OEM. In 2008 the business came unstuck in the credit crunch nastiness. Almost overnight, when houses sto ...

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Wincanton

Travel & COVID-19 - Three recovery plays reviewed

Scapa (December 2018)

Scapa (November 2017)

Scapa - Now a 10-bagger since 2011 (July 2017)

Scapa (November 2016)

Scapa - Debt down massively (May 2016)

Scapa (January 2016)

Scapa (November 2015)

Scapa (June 2015)

Scapa - Third profit upgrade since November (May 2015)

Scapa - £11.3m healthcare acquisition (April 2015)

Scapa - Moves to 24/7 shift working on healthcare side (July 2014)

Scapa - Healthcare side margins rocket (January 2014)

Scapa - Talks with Tapex (Korea) may resume (July 2013)

Scapa (December 2012)

Scapa (November 2012)

Scapa - Going to beat market forecasts (May 2012)

Scapa - Buys US adhesive-backed woundcare manufacturer (March 2012)

Scapa - New markets in medical and electronic tapes look good (November 2011)

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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X