Category: The Hardman Report

Proposals to Boost UK Small Cap Market

Britain’s stock markets should be leading the nation’s economic recovery, providing cash to the new generation of companies that will provide our growth between now and 2020. Yet money raised on AIM is at its lowest since 1999. We are…

PPHE outperforming the hotel sector

We are in the thick of the hotel industry Q3 results season. Hyatt, Marriott, Intercontinental, M & C have all reported. But the best of the bunch so far is PPHE, which owns the Park Plaza brand in Europe. Total…

PPHE outperforming the hotel sector

We are in the thick of the hotel industry Q3 results season. Hyatt, Marriott, Intercontinental, M & C have all reported. But the best of the bunch so far is PPHE, which owns the Park Plaza brand in Europe. Total revenues were up 27%, we explain why. Also, we discuss assets, around 600p/share when the share price is 225p and the company is discussing moving towards a “release of part of the value”. What’s not to like?

SEED/EIS and Funding for Lending

Tony Drury explains why the current Chancellor of the Exchequer George Osborne has got it wrong with the SEED/EIS and Funding For Lending schemes.

Asian Citrus (ACHL) The Future’s Orange?

Asian Citrus grows oranges in China and also owns two juice concentrate factories. It is dual listed — quoted in London and Hong Kong — and is a decent size company at UKĀ£400m market cap. Its latest set of results, were, at first sight, disappointing, but dig down a bit, and the company becomes interesting.

UK real estate is not an attractive area …

… but we have found one (Quintain) which we made 35% on in two months and there is a whole asset class which we recommend here. The trick is to buy quality but also what you think will be the ‘next thing’ for international investors.