StockSlam Online was back this week, and once again we had more than 1,200 attendees online to watch a round of rapid-fire stock pitches from private investors.
Hosted by Damian Cannon and managed and recorded by Tamzin and Tim at piworld, this month’s StockSlam saw 10 top-quality 3-minute investment pitches, plus questions and answers. A video of the event is now available, and here is a summary of the pitches:
Damian Cannon - Softcat (SCT)
IT infrastructure specialist Softcat has a solid track record of earnings growth and improving margins, plus encouraging signs of a meaningful corporate moat.
Jamie Streeter - Paypoint (PAY)
Consumer payments specialist Paypoint is growing well and expanding its services and could be on course to build momentum as the lockdown eases.
D’Arcy Andrews - CVS Group (CVSG)
Vet services group CVS has expanded rapidly in recent years and the growing popularity of pet ownership could push that momentum further.
Lilian Nandi - Ergomed (ERGO)
Pharma services specialist Ergomed has turned profitable in recent years and is now focused on expanding its services around the world.
Francis Evans - Innovaderma (IDP)
Personal care products business Innovaderma is a contrarian value play operating in a huge market and offering interesting risk/reward potential.
Dee O’Hare - Just (JUST)
Financial services group Just is a potential turnaround stock with ambitious new management operating in growth markets.
Ed Croft - Tremor International (TRMR)
Tremor is a video advertising platform with solid price and earnings momentum behind it and signs of an increasingly profitable offering.
William Woodward - Orchard Funding (ORCH)
Specialist business lender Orchard Funding is trading at an apparently attractive valuation and has been growing well in recent years.
David O'Hara - Celtic (CCP)
AIM-quoted Scottish football club Celtic has a good track record of buying, developing and selling-on players and it could benefit hugely if a British Premier League is launched.
Rob Mahan - Surgutneftegaz Pao (SGGD)
Surgutneftegaz is a major Russian oil and gas company with a huge amount of cash and trading at a potentially appealing valuation.
