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Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

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TMI Trader Portfolio 2 - June 2026

June 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.

Signs of a resolution to the Middle East crisis have given shares a welcome lift, with TP2 up 3% to £173,358. There were several swing factors. Helios Towers delivered a blistering Q1 update and lifted full-year guidance for new tenancy additions by a full HALF, to 3,000-3,500. That in turn has triggered some sensible EBITDA upgrades. Progress at last in the tower business. Luceco broke out to 240p in the aftermath of yet another earnings beat. ASAI reported a healthy 34% rise in its gross outstanding loan portfolio in Q1 (excluding India) and continues to expand its banking services platform – now into Tanzania, with Kenya to follow. That should drive better margins and open up useful insurance cross-selling opportunities. ...

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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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