AIM Blog

Has AIM managed to shed its investing ‘Wild West’ image?

In an interview for Tax Efficient Spotlight, Chris Boxall, co-founder of Fundamental Asset Management, comments on the evolution of AIM in the 13 years since Fundamental launched its high performing AIM portfolio service. You can read the interview from the link here     

April sees AIM surge higher as London’s growth market approaches GBP100 billion value

It was encouraging to see AIM welcome several high growth new arrivals in April 2017 with the market value of AIM creeping ever closer to GBP100bn – good news for those investing in AIM for Inheritance Tax planning purposes At the end of April 2017 there were 967 companies on AIM with the total market… Read more

AIM for the end of the tax year

AIM, the London Stock Exchange’s international market for smaller growing companies has delivered terrific performance over the past 12 months, highlighting its growing maturity and the hugely improved quality of its constituent companies. We would strongly encourage investors seeking exposure to growing, profitable, cash generative, dividend paying smaller quoted companies to take a closer look… Read more

AIM’s big currency winners

Christopher Boxall, Manager of Fundamental Asset Management’s AIM portfolio service, has recently been featured in the Share Centre Blog and Yorkshire Post. ‘AIM’s big currency winners’ on the Share Centre Blog identifies four larger AIM companies with significant overseas earnings and predominantly UK based costs, who will be beneficiaries of Sterling’s current weakness. Click here… Read more

Client money can stay ‘on platform’ with Fundamental AIM for IHT planning portfolios

The improving quality of companies on AIM, combined with the Individual Savings Account (ISA) rule changes from August 2013 which allowed AIM shares to be held within ISAs, has seen a growing number of investors consider AIM for both its investment and tax planning attractions. The ability to invest in inheritance tax (IHT) qualifying portfolios… Read more

AIM breaches £80bn

The value of the AIM  market grew again in August reaching a level not seen for several years. At the end of August 2016 there were 1,007 companies on AIM with the total market value £80.568bn. This compares with 1,010 companies on AIM at the end of July 2016 when the market value was £77.396bn…. Read more

Do we really know what we are investing in? Time to reconnect with our investments

The latest investment fund offering from a company called Source, whose web site prattles on about something called Smart Beta, only serves to highlight to us the growing disconnect between investors and their investments. An investment maxim, followed by most of the great investors, was to always ‘invest in what you know’. Unfortunately, in today’s… Read more

Flawless performance on AIM from this lovely business offers a great guide of what to look for from a micro-cap

A manufacturer of advanced testing systems to the global automotive industry has just delivered yet another set of fabulous results. While many seem intent on criticising AIM for its looser regulation (and ‘occasional’ problem case) this little business has delivered consistent excellence since arriving on AIM in 2013, with little fanfare I should add. It… Read more

Paul Scott’s Small Cap Snapshot – 24th March 2016

Results season is in full swing, so Paul is scrutinising the accounts of dozens of smaller companies each week. We offer below a few interesting stocks that caught his eye. Paul Scott, the ‘UK’s most prolific small cap blogger’, provides research for Fundamental’s Small Cap Value Portfolio Service.   Laura Ashley (ALY) 24p Results for… Read more

Paul Scott’s Weekly Small Cap Snapshot

Some of you may have seen Paul Scott’s daily small cap blog on Stockopedia. Paul also researches small caps for our Small Cap Value Portfolio service, which has been running since Jan 2014. We appreciate that not everyone has the time to read a lengthy blog each day, so a summary of Paul’s best small… Read more

When a £1bn business sees its share price rise more than 200% in a couple weeks it’s time to take notice

The oil price has staged a surprise (at least to many!) recovery over the past few weeks with Brent up nearly 50% from the January lows to just over US$40 and WTI up just over 34%. Russia’s talk of a production freeze and, more recently, news of Ecuador hosting a meeting of Latin American crude… Read more

Paul Scott Small Cap Value Portfolio – open offer period

To coin a much over-used footballing phrase, 2015 was very much a year of 2 halves for the Small Cap Value Portfolio (‘SCVP’), researched by Paul Scott. While the SCVP had a slow first half to the year, 2015 ended with a real flourish, as several portfolio stocks started performing extremely well, following strong trading… Read more

Chris Boxall talks about small cap energy services opportunities in the latest IG video

In a recent video for IG, Chris Boxall, fund manager at Fundamental Asset Management, covers opportunities in the small cap energy service space. KBC Advanced Technologies (AIM:KBC), a stock discussed in a previous video, has now attracted 2 bids at substantial premiums to the share price before. The video covers other potential recovery plays in… Read more

Drink yourself wealthy

Small cap commentator Investor’s Champion, a business associated with our firm, has recently issued a Blog on the Beverages sector. Investor’s Champion comments how the Beverages sector offers compelling defensive attributes, with the likes of Diageo (DGE) and Ireland’s C&C Group (CCR), owner of the popular Magners and Bulmers cider brands, seen as relative safe… Read more

“These moves in the market are like a tale told by an idiot: full of sound and fury, signalling nothing”

The quotation is attributed to Jack Bogle (paraphrasing Macbeth, although he never mentioned markets!) the octogenarian founder of Vanguard Group, the world’s second largest asset management group. Jack has a habit of bringing a good degree of common sense during times of stock market stress and in his 86 years has seen a great deal…. Read more

Blue chips start the year in bearish mood but AIM continues to deliver

It has proved to be a torrid start to 2016 for equity investors with the Bears out in force and some commentators concluding that now is not a time to be exposed to equities, in any form. While some of these so-called experts are questioning the growth prospects of global equities and, more significantly, the… Read more

Advanced Medical Solutions (AIM:AMS) FDA approval enhances the appeal

​The surgical and advanced woundcare company and one of AIM’s star performers has announced that the FDA has approved two new product claims for the Group’s product. The news moved the shares up another leg to new highs. Download Advanced Medical Solutions comments The FDA has approved two new product claims for the Group’s octyl… Read more

RWS Holdings (AIM:RWS) – whopping acquisition significantly earnings enhancing

The world’s leading provider of patent translations, international patent filing solutions and searches has announced a significant acquisition that is expected to be immediately and significantly earnings enhancing.  The AIM quoted Group has acquired Corporate Translations Inc (“CTi”) for a cash consideration of US$70 million. Based in Connecticut, USA, with 140 employees, CTi is the… Read more

Where to find good value on AIM?

With much of the market looking quite fully valued it’s increasingly tricky to uncover decent value opportunities. Many high quality (and highly priced) small caps continue to deliver excellent results, seeing their shares climb ever higher and pushing up valuations.

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Solid State (AIM:SOLI) – a ‘not so Solid’ trading update

The AIM listed supplier of specialist industrial/ruggedised computers and electronic components has issued a profit warning with suggestions that not all is going to plan with their large Ministry of Justice contract! The update starts brightly enough and “despite some softening in Solid State’s markets as widely reported by industry peers, the Company has made… Read more

Trakm8 Holding (AIM:TRAK) – very much on track

The other (check out Quartix as well) high flying AIM listed telematics and data supplier has announced an agreement to supply a major USA based data company with its T10 BLE (Bluetooth™ Low Energy) devices. The Trakm8 T10 BLE communicates with mobile phones via Bluetooth relaying real-time journey data to the registered device. This new… Read more

Our view on the recent market madness and how it affects AIM

With global stock markets experiencing a volatile summer, and this week in particular witnessing some bizarre movements from leading indices, we thought it an appropriate time to offer our thoughts. The start of the week saw the largest ever intra-day points move from the Dow Jones Industrial average. This bizarre short term move saw shares… Read more