On April 25th at the Barbican Centre in London, Blackthorn Focus is running AIM Investor Focus, a corporate access event exclusively for AIM companies and investors.
I chose to put the word 'Focus' into my company's name after a friend complained about an investor event we had attended. His case was that he'd have gotten more out of the event, if it had a sharper focus — even if that had resulted in a smaller event.
AIM Investor Focus comprises a series of presentations exclusively from AIM-listed companies. No Main Market companies. No PLUS-listed companies. Just AIM.
As one of the delegates for AIM Investor Focus put it, when you invest in AIM, meeting the management is far more important than would be the case for a blue-chip. On April the 25th, investors have the opportunity to meet with the executives of five AIM-listed companies at AIM Investor Focus.
I'm delighted to have recruited the following companies to the event: Wynnstay Group, Plastics Capital, London Capital Group, Randall & Quilter and Stanley Gibbons.
I hope you will agree that each company is notable for its achievements and investment fundamentals.
For example, rural supplies firm Wynnstay Group ( Wynnstay (LON:WYN) ) has increased its dividend to shareholders every year for the last eight years. The company's last reported revenue figure was £346m, more than three times the company's total sales in 2006 and in the last five years EPS has more than doubled. Despite this impressive record of success, today the company trades on just 11.4x consensus EPS for 2012, falling to 10.9x for 2013. Wynnstay's recent AGM statement, released on March 20th, confirmed the company was on target to meet management's budgets for the first half.
Wynnstay Group's Investor Relations page is here.
Plastics Capital ( Plastics Capital (LON:PLA) ) have increased sales year-on-year for five years. The company recently announced its maiden dividend, no doubt helped by a 24% decline in the company's net debt, which we were recently told is falling ahead of expectations. Yet despite this impressive progress, the company's shares still trade at a modest rating: Plastics Capital is priced at just 6.57x their 2012 consensus earnings estimate and merely 5.75x the 2013 figure. Plastics Capital passes two of Stockopedia's stock selection screens: 'Free Cash Flow Cows' and 'Piotroski F-Score Price to Earnings'.
Plastics Capital's Investor Relations page is here.
London Capital Group ( London Capital Hldg (LON:LCG) ) is provider of the well-known spread-betting brands Capital Spreads and InterTrader. The company has grown rapidly in recent years, with sales in 2011 nearly five times the 2006 figure. The company has the second-highest dividend yield of any company participating at AIM Investor Focus. Last year's total payout was declared at 3.90p and is forecast to reach 4.25p for 2012. As I write, the company's shares cost 83p to buy.
London Capital Group's Investor Relations page is here.
Insurance specialist Randall & Quilter ( Randall and Quilter Investment Holdings (LON:RQIH) ) is one of the outstanding AIM-listed companies. Based in the heart of London's insurance district in Fenchurch Street, its eponymous founders remain at the top of the company, which today specialises in insurance run-off. This produces the sort of strong cashflows that support the company's bumper yield, one of the best on AIM. With the shares at an enticing bid:offer spread of 112p – 113p and expected to pay a dividend of 8.11p for 2011 (versus 7.2p already paid for 2010), investors are buying a level of yield that would more normally be associated with an older, established blue-chip. I told you the founders were still calling the shots: Messrs Randall and Quilter own 39% and 8% of the business respectively. RQIH passes Stockopedia's 'Trading below Cash' screen, one of only 21 listed companies to do so.
Randall & Quilter's Investor Relations page is here.
The final member of the group, Stanley Gibbons ( Stanley Gibbons (LON:SGI) ), has had a great start to 2012. The shares started the year at 170p and have advanced significantly since the company's 2011 results were announced. On a typical day around £50k worth of Stanley Gibbons stock is traded, so it appears there is good market liquidity for an investor looking to build a sizeable stake. Stanley Gibbons' trading record also speaks volumes: EPS has increased 11.4% on average per annum over the last five years, with the dividend moving ahead on an average rate of 8.6% each year. Less than 5% of the companies listed in London today have that kind of record of success. Stanley Gibbons currently passes Stockopedia's 'Richard Driehaus' and the 'Earnings Surprise' screens, both are typically used in momentum investing.
Stanley Gibbons' Investor Relations page is here.
AIM Investor Focus is free to attend for AIM investors. AIM Investor Focus is a Blackthorn Focus event. More details on the event are here.
|Date||10:00am Wednesday 25th April, 2012|
|Location||Barbican Centre, London|
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Attendees Confirmed (3)