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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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Primary Recommendations

January 2022

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.

  • Epic Code:
  • ESNT
  • Price:
  • 316p
Having spent over two decades writing about shares, I’ve found that a good time to invest is when management announce a strategic review of their business, especially when a company decides to divest weaker low growth, low margin businesses and recycle the capital into their growth stars. Not only does this shake-up inject much needed momentum but it also tends to result in a re-rating - and sometimes even elicits a take-over – as investors have a clearer line of sight into the underlying growth story.In the case of Essentra, the jewel in its crown is a business making industrial components such as caps, plugs and cable ties, which generated strong operating margins of 22% and highly impressive return on capital employed (ROCE) of ...

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Related Articles

Essentra (December 2023)
Essentra - New acquisition for just 5.3x EBITDA post synergies (November 2023)
Essentra - £5m reduction in costs (October 2023)
Essentra - Huge dividend growth expected from FY’24 (July 2023)
Essentra - Cluster buying by directors (May 2023)
Essentra (March 2023)
Essentra - Outperforms early in a new cycle (January 2023)
Essentra (December 2022)
Essentra - Announces sale of filters; special dividend planned (November 2022)
Essentra (October 2022)
Essentra - Disposal of Packaging division (August 2022)
Essentra (July 2022)
Essentra - Strong start to 2022 (May 2022)
Essentra - Trading update drives chart breakout (February 2022)
Essentra - Components and healthcare packaging firm on cusp of dramatic turnaround (December 2021)
Essentra (September 2015)
Essentra - Shares break through £10 (April 2015)
Essentra - Acquires Clondalkin for US$455m (December 2014)
Essentra - New strategy to be unveiled in November (October 2014)
Essentra - Further acquisitions expected (April 2014)
Essentra - £200m borrowing facility available for potential acquisitions (December 2013)
Essentra (September 2013)

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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