Author: James Crux
James Crux writes extensively about funds and investment trusts and also specialises in retail, food and beverage sector stocks. He has spent 25 years working in the industry and was named Best Financial Consumer Journalist at the AIC Media Awards 2024 and 2025 for his work at Shares magazine (owned by AJ Bell). Before that, he was the editor of Growth Company Investor and a writer for investment and business titles What Investment and Business XL. James is a long-suffering West Ham supporter and a big fan of The Sopranos.
FY26 results from online musical instruments retailer Gear4music (LON:G4M) hit all the right notes, sending the shares higher in early dealings. The guitars-to-microphones seller’s outlook statement also struck a confident tone. Double-digit sales growth has persisted into FY27, demonstrating the York-based group continues to grab market share. Music to investors’ ears Results for the year to March 2026 came in a smidge ahead of recently upgraded guidance. Pre-tax profits jumped £8.5 million to £10.3 million on sales up 30% to £190.7 million as Gear4music benefited from strategic and operational progress and the demise of competitors. During the year, two established…
Shares in Ramsdens (LON:RFX) rocketed after the pawnbroker-to-jewellery retailer recommended a £206 million takeover offer from FirstCash (NASDAQ:FCFS). Ramsdens shareholders will receive 600p per share in cash plus up to 9p in dividends. The offer represents a 35% premium to Ramsdens’ undisturbed share price. However, it is less generous than the 44% premium FirstCash paid for Ramsdens’ rival UK pawnbroker H&T last year. Compelling opportunity Ramsdens has delivered consistent profit upgrades over the past 12 months supported by the sustained high gold price. This has driven exceptional demand for gold buying in its precious metals business. Guided by CEO Peter…
Shareholders in NextEnergy Solar Fund (LON:NESF) are being urged to vote for the trust’s continuation at August’s AGM. The upcoming continuation vote will be the solar energy and energy storage investor’s third in just three years. But the board is taking ‘decisive action’ to narrow the yawning 38% share price discount to net asset value (NAV) on the trust. And chairman Tony Quinlan warned discontinuation would involve a forced sale of assets. He said this process would likely be ‘value-destructive in the current market and would not be in shareholders’ best interests’. Price pressure and policy change NextEnergy Solar’s NAV…
Unloved chemicals company Synthomer (LON:SYNT) delivered ‘strong growth’ in sales and EBITDA in the first five months of 2026. Long-suffering investors were relieved to hear Q2 margins and EBITDA growth exceeded management’s expectations. Strong H1 trading and the benefits from self-help measures underpin the polymer group’s confidence in delivering ‘year-on-year progress’ in FY26. What does Synthomer do? London-headquartered Synthomer supplies highly specialised polymers and ingredients. These play vital roles in sectors such as coatings, construction, adhesives, and health and protection. These sectors are growing markets for customers who serve billions of end users worldwide. In a positive AGM trading update,…
In the latest podcast, the Sharesify team almost make it through an episode without mentioning SpaceX (NASDAQ:SPCX)….well almost. The chaps take listeners on a whistle-stop tour through the latest market developments. These range from the memory stock rally to AI pivots and the latest investment trust results. Tech guru Steven explains why memory stocks surged following comments from Apple’s (NASDAQ:AAPL) Tim Cook. Investors interpreted his utterances as confirmation the AI-driven memory shortage is proving more persistent than expected. James breaks down the latest positive results from clean energy fund Foresight Environmental Infrastructure (LON:FGEN) and JPMorgan European Discovery (LON:JEDT). And Ian…
Investment trust JPMorgan European Discovery (LON:JEDT) built on its formidable long-term performance record with outstanding FY26 results. The £600 million cap fund generated an impressive net asset value (NAV) total return of 23.2% for the year to March 2026. That performance beat the 17.5% return from the MSCI Europe (ex UK) Small Cap Index. It also means ‘JEDT’ has outperformed the benchmark over the past three, five and 10 years. And there could be more stellar returns to come. Why? Well managers Jon Ingram, Jack Featherby and Jules Bloch remain ‘highly optimistic’ about the prospects for European small caps. They argue the asset…
High-yielding trust Foresight Environmental Infrastructure (LON:FGEN) generated a net asset value (NAV) total return of 6.2% for FY26. The resilient renewable energy fund delivered positive NAV growth across all four quarters of the year. Despite what outgoing chair Ed Warner described as ‘broader market challenges’, FGEN’s NAV held up well at 105.2p (FY25:106.5p). The solid results showcased the benefits of FGEN’s portfolio diversification and investments in some growth assets. Income investors should also note FGEN met its FY26 dividend target of 7.96p, with dividend cover healthy at 1.25 times. Moreover, the fund reaffirmed its FY27 dividend target of 8.04p. That…
Shares in FirstGroup (LON:FGP) rallied after the transport firm delivered better-than-expected FY26 profits and launched a fresh £100 million share buyback. The UK transport sector faces headwinds from rising costs, lower consumer confidence and policy uncertainty. Yet this FTSE 250 bus and rail operator continues to benefit from its UK-focused diversification strategy as well as self-help measures. Following FY26’s stronger outturn, FirstGroup expects earnings per share (EPS) to hold steady in FY27 from ‘a higher quality earnings base’. On the road to growth For the year to March 2026, FirstGroup’s revenue grew 25% to the best part of £1.72 billion…
In the latest episode of the Podcast, the Sharesify gang talk SpaceX (NASDAQ:SPCX), wider market moves, and why some resilient updates from consumer stocks owed much to self-help measures. Our markets watcher Ian explains why Elon Musk’s reusable rockets giant is sucking money out of other space stocks. He also previews tonight’s big interest rate decision from new Federal Reserve chairman Kevin Warsh. Tech expert Steven discusses whether retail investors should bank Alphabet (NASDAQ:GOOG) profits and switch into Microsoft (NASDAQ:MSFT). The latter has underperformed despite remaining one of the world’s strongest AI franchises. Finally, James walks us through the latest profit upgrade from…
Online electricals retailer AO World (LON:AO.) delivered record FY26 results including forecast-beating adjusted pre-tax profits of £50.5 million. Reflecting its strong cash generation, the Bolton-based company will return a further £20 million of cash to shareholders through a special dividend and a fresh buyback. Which begs the question, why did the shares fall in early dealings today? Well, AO World’s outlook statement was on the cautious side. And the laptops-to-fridges seller has treated investors to a series of profit upgrades of late. So the absence of an upgrade to FY27 guidance also weighed on the stock. Delivering the goods Despite…













