Volution (FAN) 400p Gain to date: 121.6% Original entry point: Buy at 180.5p, 9 July 2020 Ventilation products firm Volution (FAN) has been a superb performer since we added it to the Great Ideas portfolio last summer. We were right to conclude that demand for its portfolio of solutions would be supported by Covid-19 with the latest evidence coming in the form of very strong first ...

Stocks eased on Friday as prime minister Johnson warned of a ‘strong possibility’ that the UK would eave the EU on 1 January without a trade deal. The two sides have set a deadline of Sunday to resolve their differences over fishing rights, a ‘level playing field’ and ongoing regulation. At 8.30am the FTSE 100 index was down 29 points or 0.4% at 6,571, pulled lower by telecoms, house ...

Volution (FAN) 244p Gain to date: 35.2% Original entry point: Buy at 180.5p, 9 July 2020 News of positive trading and a new sustainability-linked debt facility have given a lift to Volution’s (FAN) share price. The company says favourable revenue and margin trends seen in late summer have continued into October and November. Further information will be published on 11 ...

Volution (FAN) 189.2p Gain to date: 4.8% Original entry point: Buy at 180.5p, 9 July 2020 After an up-and-down start our faith in ventilation products firm Volution (FAN) is beginning to be rewarded – helped by a fairly robust set of results for the year to 31 July. Alongside the numbers the company announced strong recent trading and a plan to resume dividends for the ...

A 9.4% discount to net asset value at Odyssean Investment Trust (OIT) looks attractive for investors keen to pocket a ready-made portfolio of small caps with significant performance improvement potential. The trust looks to generate attractive total returns, principally through long-term capital growth, by backing often under-researched and undervalued smaller companies. Besides the ...

Volution (FAN) 165p Loss to date: 8.6% Original entry point: Buy at 180.5p, 9 July 2020 Our positive call on ventilation products specialist Volution (FAN) is off to a bit of a shaky start after a mixed trading update (30 Jul) but we still thing its long-term prospects are good. While there was no really bad news in the announcement, the continuing lack of medium-term guidance and ...

There aren’t too many businesses plugged into emerging trends for a post-coronavirus world which trade on attractive valuations but in our view Volution (FAN) is one. Headquartered in Crawley, the company is an international operator engaged in the design, assembly and marketing of ventilation fans, systems and ducting for domestic and commercial buildings. Investors should buy now ...

There are flickers of light at the end of a very long tunnel. Doctors are learning more about Covid-19 every day; how it spreads, which treatments are showing promise, and how to create effective testing methods. Inevitably, after being cooped up during many weeks of lockdown, restrictions are slowly being lifted and consumers and businesses are focusing on how they can transition back to ...

A ‘rockstar’ biotech entrepreneur, the first company boss in a decade to sell shares and a trio of directors cashing in were all involved in the biggest director deals of the past week. The three biggest deals involve biotech company Abcam (ABC:AIM), ventilation product supplier Volution (FAN) and office real estate company Workspace (WKP). The biggest of these comes from Abcam founder ...

‘It’s tough to make predictions, especially about the future,’ as they say. Variations of this quotation have previously been attributed to physicist Nils Bohr, writer Mark Twain, movie mogul Sam Goldwyn and baseball player Yogi Berra, yet the identity of the originator is less important that its implication, which feels very relevant for today’s financial markets. The swings in the ...

Well-regarded stock-picker Stuart Widdowson says there is now ‘obvious value’ in UK markets, a domain being shunned by international investors, for the first time in four years. His comments accompany maiden half year results from his new vehicle, Odyssean Investment Trust (OIT), where his first seven portfolio picks are revealed. Odyssean Investment Trust listed on the Main Market in May ...

Volution (FAN) 191p Loss to date: 4.5% Original entry price: Buy at 200p, 22 March 2018 A year-end trading update on 10 August did not prove the positive catalyst for Volution’s (FAN) shares that we hoped it might be. The company, which designs, assembles and markets ventilation fans, systems and ducting for domestic and commercial buildings, warned the market it had incurred extra ...

Volution (FAN) 201p Gain to date: 0.5% Original entry price: Buy at 200p, 22 March 2018 Our positive call on ventilation products supplier Volution (FAN) is yet to be rewarded but the company continues to make solid progress and a recent acquisition looks a good fit with the company’s strategy of pursuing bolt-on acquisitions to supplement solid organic growth. A full year trading ...

The FTSE 100 is up by 12.7 points to 7,616 supported by a strong start on Germany’s DAX and  a decent nights trading on Wall Street. Despite China compiling its own list of tariff targets, the markets seem to be showing signs of resilience at the moment. Webuyanycar.com owner BCA Marketpace (BCA) slips 4.1% to 212p after private equity house Apax Partners puts an end to speculation by saying ...

Regulatory-driven growth at ventilation products firm Volution (FAN) is not reflected in the current valuation as the company completes the largest acquisition in its history. The £38m purchase of New Zealand peer Simx increases its exposure beyond UK markets from around 43% to more than 48%, and is expected to be immediately earnings enhancing. Volution’s ventilation business represents ...

The mid cap space is home to many exciting investment opportunities. They are generally well-established businesses with revenue and profit; yet they also have plenty of room to keep growing at a much faster rate than the UK’s largest quoted companies. The mid cap space is generally represented by the FTSE 250 index – which is up 8.8% so far this year. That’s more than double the ...

The FTSE 100 opens down by 63.77 points to 7,328.05 as tensions between the US and North Korea push investors into safe haven assets, including gold and currencies. Overnight on Wall Street the Dow Jones Industrial slipped 300 points and Asian markets continue to extend their sell-off as the rhetoric between the two states intensifies. FTSE 100 investment and banking company Old Mutual ...

Shares in ventilation product supplier Volution (FAN) are up 3.2% today at 176p as it beats analyst expectations on revenue but reports in-line earnings in a trading update. Volution completed four acquisitions in the year to 31 July, adding 15.6% to revenue in the period. Organic growth was 3%, taking the overall top-line improvement to 18.6% at £154 million. Currency also pushed sales a ...

London’s blue chip index is flat in early trading on Friday, despite strong gains made in the US and Asian markets overnight on rising oil prices. Investors appear to be bracing themselves for the latest construction data, which could make difficult reading after manufacturing figures were worse than expected for July. Disappointing Chinese industrial output and retail sales for July could ...

UK shares crash as investors sweat over interest rate rises down the line, with jobs data later today likely to provide some clues as to the timing. The benchmark FTSE 100 slumps more than 100 points, or nearly 1.6%, to 6,558, while major European indexes also hit the skids. The French CAC 40, German Dax and the Euro Stoxx 50 are all off around 3% in early trade on Wednesday. In corporate ...