image

Authoritative Independent Monthly Share Selections Using Technical & Fundamental Analysis

Our latest issue will be released in 4 days, don't miss out!

TMI Trader Portfolio 2 - September '25

September 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.

After three rip-roaring months, TP2’s month-end valuation was slightly crimped as markets turned risk-off in light of President Trump’s latest tariff salvo. However, TP2 remains in excellent shape, as shown by the newsflow. Playtech jumped 60p to a new high after reporting a strong H1, leading to approximately 5% upgrades for this year and next. Investec has a 650p target, which would represent more than double our initial price following the Snaitech special dividend. Telecom towers business Helios’ interims showed 9% EBITDA growth. Deutsche notes the shares are trading on an EV/EBITDA of just 7x, less than half that of European rivals and a little over a third of US ones, with a 255p target - more than double my buy price. < ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Related Articles

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

LIMTED TIME OFFER

SUBSCRIBE TODAY AND SAVE £30 USING OFFER CODE 30OFFTMI

To access our archive of articles and receive current issues you need to subscribe