25 May 2012

Brokers' view: Collins Stewart

07/06/2011 Ben Jaglom

Analysts Jonathan Imlah and Janaka Ariyasena come to the defence of computer security firm NCC Group.

They insist that a recent share price fall is ‘unjustified’ coming amidst ‘the busiest four months in the history of cybercrime’ with recent breaches in Sony’s Playstation Network with the thefts of over 100 million users details likely to focus attention on NCC’s services.

Arguing that ‘both the US and UK governments have recently stepped up their cyber security’ Imlah and Ariyasena suggest this could ‘filter through to the private sector in the form of increases in investment’. The team rate the shares as a buy identifying a target price of 735p.

A real pawn star

Michael O’Brien is smitten by pawnbroker Albemarle & Bond. He notes that a recent trading update has led to a rise in forecasts, suggesting that the company continues to ‘drive pledge book growth’ with year on year and like for like sales up 24 per cent. Regarding the gold purchasing side of the business O’Brien enthused that the continuing strength of the gold market is ‘providing the cash flow for the group’s organic opening programme’. Rating the shares as a buy, O’Brien’s target price is 406p.

Tags: Janaka Ariyasena, Jonathan Imlah, Michael O'Brien, PSN ID theft

Companies: NCC Group , Albemarle & Bond

Achieve impressive returns

Gain instant access to some of the best-performing and fastest growing companies in the small cap arena

Click here

Stocks & Shares ISA

Online tools to make investments easy and low admin fee from The Share Centre. Find out more.

Achieve impressive returns on the go

Gain instant access to some of the best-performing and fastest growing companies in the small cap arena. Sign up NOW!

Institutional Investors in AIM 2011 - New Report

This unique study analyses the shareholdings of companies listed on AIM, extracting trends including rankings of the value and number of their investments.
Please click here to order your copy of the report or call 0207 250 7056.

Coverage of AIM, techMARK and PLUS Markets

Informative features and research on fast-growing companies, small-cap and growth stocks, penny shares, stock market tips and share recommendations, directors' dealings, company news and analysis, new issues and upcoming IPOs.

If you're interested in business tax updates visit our specialist tax guide website.

Growth Company Features, Research and Analysis

In-depth coverage of selected AIM companies within the small-cap and fast growing company sector including AIM and PLUS Markets shares and listed stocks. Company research and analysis from GCI analysts updated daily.

Popular Features

Latest Features

Fund manager focus 21/05/2012

Paul Marriage, who has been investing in small-caps for over a decade, explains to Ellie Duncan how his unique stockpicking strategy has produced consistent returns

Directors’ Dealings 21/05/2012

With a flurry of buys and sells taking place across the junior market, it pays to think carefully about directors’ intentions, says Ben Jaglom

Pick of AIM 21/05/2012

The tricky IPO market over recent years has led to careful vetting by institutional investors. Miles Nolan investigates two impressive newcomers

More Features

Sectors