Updates

GB Group - “Conviction buy of the decade” on soon-to-be prospective PE of 9.6

August 2026

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 technology investing, there is a fine line between an earnings miss and a growth acceleration. GB Group’s decision to deploy a discrete, one-off £6m investment to scale its GBG Go platform had briefly sparked a 50p slide in the shares but with margins bouncing next year, this creates a big buying opportunity. Identity and Location segments stepped up to 5.7% growth in H2, driven by improving trends in the Americas and multi-product expanding relationships with global brands such as Uber, FedEx, and Temu. Meanwhile, in quite the coup, Equifax, one of the “Big Three” global consumer credit reporting agencies, is now integrating its ID and fraud solutions onto GB’s all-in-one identity platform, GBG Go. This is clearly the ...

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TMI Trader Portfolio 1 - August '26

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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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