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.
Security and surveillance solutions company Synectics (SNX:AIM) slumped after warning some energy sector customers have delayed project decisions. Synectics’ board currently expects to meet FY26 consensus expectations. However, this is ‘subject to energy sector activity normalising through H2’. Investors were also disappointed by the news Bob Holt is stepping down as non-executive chairman. Holt supported the establishment of Synectics’ new growth strategy. But he needs to spend more time driving the growth of EARNZ (EARN:AIM), the energy services minnow he chairs as a significant shareholder. Much to do in H2 Against a backdrop of geopolitical uncertainty, some energy sector customers…
Alternative Income REIT’s (AIRE) biggest shareholder Glenstone is considering an all-cash takeover of the commercial property-focused real estate investment trust (REIT). Holding 24% of the shares, Glenstone wants to sell most of the assets and wind the REIT down. However, Alternative Income REIT is in no position to ‘form a view on the merits or otherwise’ of Glenstone’s proposal. Exit denied The possible offer follows AEW UK REIT’s (AEWU) recent withdrawal from talks over a takeover of its smaller rival. Glenstone said this deal would have offered a ‘viable exit’ for its investment in Alternative Income REIT. The fund currently…
Shares in Advanced Medical Solutions (AMS) tumbled more than 20% after suitor TA Associates decided not to make an offer for the tissue-healing tech specialist. The private equity outfit and Advanced Medical Solutions issued their respective statements after the market close on Friday evening. So today’s trading session was investors’ first opportunity to react to the news. Led by CEO Chris Meredith, AIM-listed Advanced Medical Solutions’ board expressed confidence in the company’s standalone prospects despite TA Associates getting cold feet over a deal. The board argued the current strategy ‘will continue to deliver sustainable growth and value creation for shareholders’.…
In the latest episode of the Podcast, the chaps discuss everything from markets and macro developments to takeovers and timepieces. And our tech expert Steven explains why upcoming results from chips champ Nvidia (NVDA) are the only game in town. Coming next week: Nvidia, Marks & Spencer, and Dr Martens James brings the bling with a breakdown of results from luxury leader Burberry (BRBY) and Rolex seller Watches of Switzerland (WOSG). He also explains why US firm Ingredion (INGR) has made a near-£6 per share offer for Tate & Lyle (TATE). He wonders aloud whether a bidding war could break…
Popular investment trust Scottish Mortgage (SMT) is the best share price total return performer in the Association of Investment Companies’ (AIC) Global sector over the past year. It is also the only trust in the sector trading a premium to net asset value (NAV). One key reason for the global growth trust’s premium rating is the mounting excitement surrounding the launch of Elon Musk’s SpaceX onto the public markets. Scottish Mortgage is one of the few ways retail investors can gain exposure to SpaceX ahead of an IPO later this year. The blockbuster flotation is expected to value the whole…
Shares in Tate & Lyle (TATE) surged after the food producer confirmed that Ingredion (INGR) has proposed a cash offer for the company. Led by CEO Nick Hampton, Tate & Lyle also revealed its US ingredients peer had made a number of earlier approaches for the business. Tate & Lyle has struggled to serve up top-line growth in recent years. The absence of growth and other challenges have depressed the FTSE 250-listed firm’s share price. Back in February, Tate & Lyle said its Q3 sales performance was crimped by the persistence of subdued market demand. What’s the offer on the…
Healthcare trust RTW Biotech Opportunities (RTW) outperformed its major biotech benchmarks in April. The fund delivered a 7% month-on-month increase in net asset value (NAV) per share to $2.59. That return beat the 0.4% gain from the Nasdaq Biotech Index. It also exceeded the 3.7% return generated by the Russell 2000 Biotech Index. The FTSE 250-listed fund is benefiting from a resurgence in initial public offerings (IPOs) and mergers and acquisitions (M&A) activity in the biotechnology sector. 2025 marked a decisive turning point for biotechnology, bringing a four-year sector bear market to a close. Record biotech IPO In its latest monthly…
British luxury goods group Burberry (BRBY) strutted in with forecast-beating profits for the year to March 2026 as well as better-than-expected Q4 sales. The trench coats-to-cashmere scarves seller insisted its turnaround strategy has reached a ‘meaningful inflection point’ to boot. That comment will delight Finsbury Growth & Income Trust’s (FGT) manager Nick Train, who has consistently championed Burberry’s attractions and stuck with the position through thick and thin. Why then, did shares in the FTSE 100 fashion house drop in in early dealings? While Burberry expects to deliver revenue growth and margin expansion in FY27, it didn’t give a specific…
In the latest edition of the Sharesify Podcast, the chaps talk markets, tech stocks, trench coats, Tenerife and upcoming earnings from ITV (ITV). Ian breaks down the latest results from tobacco titan Imperial Brands (IMB) and specialist engineer Spirax (SPX). Our housebuilders scrutineer also explains why shares in Vistry (VTY) plunged to a 15-year low. Next up, tech expert Steven previews results from networks giant and AI infrastructure enabler Cisco Systems (CSCO) and semiconductor technology supplier Applied Materials (AMAT). It’s been another busy week for retail reporting too. James explains why UK baker Greggs (GRG) is taking its sausage rolls and sandwiches…
Automotive retailer Vertu Motors (VTU) delivered ‘solid results’ for the year to February 2026. The Gateshead-based company also reported ‘positive current trading’ despite the multiple pressures facing the car retail sector. Steered by CEO Robert Forrester, Vertu said trading in March and April has been strong and ahead of the prior year period. Given this strong start to FY27, Forrester is confident of matching market expectations for FY27. He also insisted his charge is ‘excellently positioned to take advantage of the inevitable opportunities that will arise as the sector continues to consolidate.’ Shares in the AIM-listed firm fell as investors…













