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Benchmark - Woodford overhang clears

July 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.

Neil Woodford’s 62m shareholding has cast a long shadow over the shares but when he finally sold out at 38p on 28 June, it was the cue for the shares to move higher. There are plenty of other Woodford companies similarly distressed - lots of housebuilders and Stobart immediately spring to mind.During the month I met with management again following the report of results. As always the numbers present a difficult read given the huge investment going on - both in product development and infrastructure - but the CEO reassures me that the investment phase is nearing a conclusion and new products in sizeable markets are set to launch so given that, I’m not going to dwell for long on the figures. As it was, sales were up 3% to ...

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Kape

Eckoh

Benchmark (July 2018)

Benchmark - Product launches set for big uptick (December 2017)

Benchmark (November 2017)

Benchmark - Outer year forecasts will rise once capacity comes on stream (September 2016)

Benchmark (August 2016)

Benchmark - Down but certainly not out (March 2016)

Benchmark (January 2016)

Benchmark - Reverse takeover talks (November 2015)

Benchmark - Buys tilapia breeding business for £11m (September 2015)

Benchmark (July 2015)

Benchmark (May 2015)

Benchmark - Acquires veterinary training business (March 2015)

Benchmark (February 2015)

Benchmark (December 2014)

Benchmarck - Exciting new vaccine for cats (September 2014)

Benchmark - Not long for the new products to emerge (July 2014)

Benchmark - Top dog in aquafarming sector (May 2014)

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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