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Simon Thompson: Metrics are heading in the right direction but the Middle East conflict could hit customer sentiment
Simon Thompson: It is increasing high-margin recurring revenue, but it needs better growth for a re-rating
Simon Thompson: Profits could keep on falling before the recovery emerges, and macroeconomic risk is rising, too
Simon Thompson: Closure of the Strait of Hormuz has already led to higher demand for its vessels
Simon Thompson: The gold mining and recycling specialist is valued far below its potential
Simon Thompson: The portfolio value is surging and a smart strategy should keep this going
Simon Thompson: Analysts predict high earnings growth this year, but the shares only trade on a low PE ratio
Simon Thompson: Shares now offer a free cash flow yield above 10 per cent and trade on a historically low PE ratio
Simon Thompson: Overseas expansion and innovation should deliver high returns
Simon Thompson: Timing of contract awards led to a first-half loss, but if guidance is right then the shares will re-rate