Small Companies & AIMThis turnaround specialist offers a 40%-plus upsideSimon Thompson: Shares trade on a deep discount to sum-of-the-parts valuations, even though net cash backs up two-thirds of the share priceSave15 September 2025
Small Companies & AIMThis company’s strategic refocus is set to drive shareholder valueSimon Thompson: A growing cash pile is being used to make a strategic investment to target ‘orphaned’ investorsSave12 September 2025
Small Companies & AIMShares in this private equity group have quadrupled – and are still a buySimon Thompson: It trades on a deep discount to NAV even through portfolio companies are delivering bumper earnings growth, and it’s exiting investments at robust valuationsSave11 September 2025
Small Companies & AIMThese shares have doubled in value – and are likely to double againSimon Thompson: Earnings are growing strongly and cash flow should wipe out debt next year, but the shares only trade on a forward PE ratio of 8.7Save11 September 2025
Small Companies & AIMBottom fish this undervalued tech company Simon Thompson: Earnings are expected to recover strongly in 2026, but the company is only rated on eight times 2026 operating profit to enterprise valuationSave11 September 2025
Small Companies & AIMCalls for parliament to scrutinise regulators in Anexo takeoverSimon Thompson: Minority shareholders urge Treasury Select Committee to call regulators to accountSave10 September 2025
Small Companies & AIMThis software firm’s shares could take offSimon Thompson: The shares trade on a 6.2 times operating profit to enterprise valuation rating, and offer a 10.5 per cent free cash flow yieldSave10 September 2025
Small Companies & AIMThese shares are worth buying before they dual-list on NasdaqSimon Thompson: US investors are likely to warm to the low rating, strong organic growth and a proven acquisition strategySave10 September 2025
Small Companies & AIMIt’s time to exit this fintechSimon Thompson: The investment case has been shredded as management lowers guidance and analysts slash earnings estimatesSave10 September 2025
Small Companies & AIMThis company keeps beating guidanceSimon Thompson: It has upgraded guidance for the sixth time in the past 18 months, and is still attractively pricedSave10 September 2025