Updates & Ideas

SigmaRoc - Placing provides firepower for further acquisitions

April 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

SigmaRoc, which owns and operates a large portfolio of quarries, producing everything from aggregates to bluestone and limestone in the UK and Northern Europe, is on a roll. Structural shortages in key markets alongside high barriers to entry have given it leverage to pass on large price increases to its customers to cover rising costs, which alongside a major efficiency drive has led to two “trading ahead of” updates in consecutive months. That continues a remarkable sequence in which pretax profit and eps have increased from just £2.6m and 2p, respectively, in FY’17 to a forecast £59.7m and 7.4p for FY’22. In spite of the backdrop of the Ukraine War and rising interest rates many of its markets are proving far more resilient than you m ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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SigmaRoc - Placing provides firepower for further acquisitions

April 2023

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