Updates

GB Group

June 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.

GB’s record acquisition of Acuant in November 2021 for US$736m (£553m) has provided significant exposure to the US but the flipside is nervous sentiment given fears surrounding second order effects from Trump’s tariffs, i.e. price rises lowering consumer demand, affecting GB’s retail customers. The recent weakness came following a virtually blameless trading update; full year revenues are expected to be up 3% to £283m and operating profit of c £67m is 2% ahead of forecast. Even better, net debt of £48.5m was £5.5m lower than forecast, down a massive £32m year-on-year and less than half the £106m two years ago. Identity grew 3% year-on-year and Location 6% as a result of net revenue retention reflecting strong customer relat ...

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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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