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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - August '25

August 2025

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.

In spite of Rachel Reeves melt-down after Labour’s welfare U-turn, the feel-good factor for small shares remains undimmed with TP2 increasing 4.2%, its third successive monthly increase during which time it has gained 31% in aggregate. Although a slow-burn since launch, it has now jumped a mammoth £35,000 in the past three months to a new record of £151,521.  The star this time was Hunting, which announced the £50m purchase of Flexible Engineered Solutions, which has proprietary products focusing on subsea fluid technologies. A pleasing EPS upgrade of 6% for next year to 49 cents (35.5p) drops the prospective PE to just 9.0 and more deals are on the way. Unexpectedly, it’s also launched a US$40m share buyback, which could be as mu ...

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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.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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