Video. Gervais Williams of Premier Miton highlights 12 stock ideas

15th Jul by Paul Hill

2 comments 782 reads

Timestamps

On this morning’s Vox Markets live, I was delighted again to speak to UK small/midcap fund manager Gervais Williams of Premier Miton Investors – including:

00:00 Investment approach & outlook for equities.
05:15 Yü Group PLC
07:30 Zephyr Energy plc
10:25 Supreme PLC
12:35 Elecosoft
15:10 Inspiration Healthcare
18:40 Galliford Try
21:10 Lords Group Trading
23:20 CMC Markets
26:50 CML Microsystems Plc
29:55 CyanConnode
34:45 Re-patriating money from frontier markets
36:30 Invinity Energy Systems
39:35 Journeo plc
40:50 Concurrent Technologies Plc
43:15 Sectors that may underperform
45:40 Thoughts on M&A, delisting and IPO activity

Disclosure: I own shares in #ELCO & #IHC. #ELCO, #LORD & #SUP are Vox Markets clients

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About the Author

Paul Hill

Premium Member

Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »

2 comments

Paul Hill

15th Jul

Valuation metrics wrt those stocks discussed.

Funnymoney

13th Aug

Lords Trading (LON:LORD)

Business Overview:
- Lords Group Trading is a builder's merchant and supplier of plumbing and heating products in the UK.
Current Situation:
- The company has struggled recently due to several factors: a) A wet spring and summer, which has negatively impacted construction activity. b) Disruption from the general election, affecting the construction sector. c) A slowdown in RMI (Repair, Maintenance, and Improvement) activity. d) Higher interest rates impacting housing activity.
Financial Details:
- Current market cap: approximately £70 million
- Annual sales: around 450 (LON:450) million
Investment Thesis: a) Undervalued: The current share price (42p) is below its IPO price, suggesting potential undervaluation. b) Strong Customer Service: The company is known for its focus on customer service and staff motivation, which could lead to better outcomes. c) Cash Generation Potential: If the company can start generating cash, it could lead to improved profitability and potentially drive the share price higher. d) Housing Sector Recovery: Any improvement in the housing sector, particularly if there's an increase in building affordable homes, could benefit Lords Group Trading significantly. e) Plumbing and Heating Business: This division has already shown signs of improvement and has more room for growth. f) Lag Effect: There's typically a lag in the building products sector. As new properties are built, the demand for Lords Group's products should increase in later stages of construction.
Risks and Challenges:
- Continued economic uncertainty and potential recession could impact construction activity.
- Ongoing high interest rates might continue to suppress housing activity.
Long-term Potential:
- There's potential for significant upside if the company can navigate current challenges and capitalize on future growth in the construction and housing sectors.

In summary, Lords Group Trading is seen as a potentially undervalued company in a cyclical sector. While it faces near-term challenges, its strong market position, focus on customer service, and potential for cash generation make it an interesting investment prospect, especially if there's a recovery in the UK housing and construction sectors.

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Video. Gervais Williams of Premier Miton highlights 12 stock ideas

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About the Author

Paul Hill

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