Small Company Sharewatch
@SCSWSharewatch
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An independent monthly newsletter alerting you to outstanding opportunities in lesser-known growth stocks. Our Tweets do not constitute investment advice.
Joined February 2020
Stunning perfomance from the lead 2026 NAP and high conviction addition to GP3. Up 30pc to a new high. “Omazing”
For subscribers - the main recommendation in January and the lead NAP - "trading significantly ahead of expectations." Well done guys. Its an 'omazing' performance. https://t.co/0oC9OqmCWA
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Amazon’s new 'Buy for Me' feature helps customers find and buy stuff from brands’ sites. Basically a bot will go and buy stuff not on Amazon’s walled garden. #GBG is to launch an agentic bot to carry out ID verification of buying bots, initially for #FRAS
https://t.co/kL8BsKnj7E
aboutamazon.com
New beta feature allows customers to use their Amazon Shopping app to complete purchases from other brand retailer websites if Amazon doesn’t sell the item directly.
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For subscribers - the main recommendation in January and the lead NAP - "trading significantly ahead of expectations." Well done guys. Its an 'omazing' performance. https://t.co/0oC9OqmCWA
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Mediclinic’s entry price is 297p
#SPI - @spirehealthcare Yesterday's Sky article (see below) certainly sounds encouraging – especially as it appears Spire's NHS problems haven't deterred M&A/buyer interest. To me, it's all going to come down to whether a satisfactory clearing price can be agreed for #SPI’s
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#SPI “Old bull, young bull" refers to a classic Aesop's Fable where an experienced, wise older bull teaches a rash, younger bull to use moderation and restraint. How this years https://t.co/0oC9OqmCWA NAP list formed inc spire. Reel it in nice &slow… https://t.co/lateSxyMD8
news.sky.com
Bridgepoint and Triton Partners are among the private equity groups interested in a take-private deal for Britain's biggest private hospitals operator, Sky News learns.
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#KITW 295p private equity cash bid https://t.co/yVu7No9tHl
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Time for buyers from the US, India, the Arab world and S Africa to pick off #SPI from the UK stockmarket’s clearance rack. Expressions of bid interest to Rothschild by 5 pm today. Nice to see Richard Griffiths, Evolution founder, take a position a week ago 🔥@MarkKleinmanSky
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Donald Trump says the UK's plan to hand over sovereignty of the Chagos Islands to Mauritius is an "an act of GREAT STUPIDITY" (BBC’s capitalisation) 😂 https://t.co/fz1B3xFbRS
bbc.co.uk
The UK plans to hand sovereignty of the Chagos Islands to Mauritius, while leasing a military base there - Trump says the deal is partly why he wants the US to own Greenland.
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#G4M
https://t.co/sGDIlacneE No surprise on today’s “trading ahead of expectations” for regular Scsw readers.
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#RCH life in the old dog yet. Despite newspaper circulations declining and Google referral volumes declines it is “trading ahead of expectations” PE less than 3 from memory. Good call by the Irish digital entrepreneur who bought 5pc https://t.co/je7Lgyc2Jd
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#BIG - does the grown up thing and settles the legal dispute. Shares up 14%. Extends its gain - a 2026 SCSW NAP this month.
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#ATG possible bid approach at 400p. One of the 12 SCSW NAPS published last week. There will be 3 more from that NAPS list before the end of the year. https://t.co/MhEXxcL5Ly
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#SPI, the UK's largest private hospital operator has set a deadline of 20 January for prospective bidders, including PE firms, to express interest in a takeover. And last night we had an interesting news from an old suitor from 2024. Gather ye rosebuds… https://t.co/mCMgdBHctk
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#BOOM six upgrades which doubled its FY25 expectations - and today Ebitda ahead again at +54pc to £5.4m. Video pod now driving the margin and traffic alongside Showcase. Now 13 of top US video podcasts in US on YouTube, from 11 in Sept. Still held inGP3 https://t.co/0pD99i0jt6
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#BBSN back to net cash of £4m and confirms FY25 saw profit growth of 41pc to £5.5m. Driven by blowout sports marketing performance and strong performance marketing. Now has a sizeable cash flow for future deals. https://t.co/qes4B2kJMm
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#CAR Looks like Carlco’s aerospace factory in Inveresk being smashed by thugs with hammers. Hope they’re back up running. https://t.co/f4XO5GIuoO
thescottishsun.co.uk
PRO-PALESTINE activists burst into a factory early on New Year’s Day and wrecked machinery with hammers. The break-in happened at Bruntons Aero Products’ site at Inveresk Industrial Par…
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#BOOM still going like a train since the main buy in August at 374p, now 685p. It was high convicition as it went into GP3 the same month. I've suddenly noticed so many podcasts appear on my Spotify daily listens - wonder if Spotify is a possible bidder? https://t.co/eWyjAsQSfF
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A super interesting issue of Scsw out at midnight. Took some 30 meetings to find this shortlist. I think most investors will not have heard of any of the main ideas. All 3 could be on an explosive growth trajectory 💥 https://t.co/0oC9OqnaM8
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#FUTR following results yesterday, Deutsche “ EPS actually increasing to 134.2p in 2026 (previous 130.4p) and to 144.1p in 2027 (previous 139.4p). At a high teens CY 2026 FCF yield valuation stands out, BUY.” PE under 5. Broker sets an 1875p target.
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