Vox Screens Stocks: John & Justin pick a stock from the screen of screens
Episode 1069, Dec 08, 2022, 12:52 PM
Vox Screens Stocks: John & Justin pick a stock from the screen of screens
In this podcast we review the performance of the stocks we have picked from previous screeners, over the last six months, and pick a few companies from this list we believe should continue to perform.
John's Pick are: CML Microsystems #CML & Severfield #SFR
CML Microsystems:
CML develops mixed-signal, RF and microwave semiconductors for global communications markets. The Group utilises a combination of outsourced manufacturing and in-house testing with trading operations in the UK, Asia and USA. CML targets sub-segments within Communication markets with strong growth profiles and high barriers to entry. It has secured a diverse, blue chip customer base, including some of the world's leading commercial and industrial product manufacturers.
The spread of its customers and diversity of the product range largely protects the business from the cyclicality usually associated with the semiconductor industry. Growth in its end markets is being driven by factors such as the appetite for data to be transmitted faster and more securely, the upgrading of telecoms infrastructure around the world and the growing prevalence of private commercial wireless networks for voice and/or data communications linked to the industrial internet of things (IIoT).
Severfield:
"Since our inception we’ve become internationally synonymous with quality, innovation and unrivalled expertise within the steel industry. Today, with multiple sites in the UK and our India factory, we have an annual capacity to produce around 300,000 tonnes of fabricated steelwork. You’ll find our legacy in infrastructure, transport, culture, the commercial sector and more; you’ll be surprised to see just how many of the iconic landmarks and buildings you know and love are part of our portfolio - see our projects for some examples of work we’re really proud of".
Justin's Pick is: Argentex #AGFX & K3 Capital #K3C
Argentex
Argentex is a leading provider of foreign exchange services to financial institutions, corporates, and private clients globally.
"We are an FCA regulated, founder-led business listed on the London Stock Exchange. We have traded more than $75bn in over 70 currencies for our clients since 2012. Making and receiving payments on their behalf.
We are a profitable, debt-free, cash rich business and operate as a Riskless Principal broker for non-speculative and commercial currency transactions. Whether our clients' objectives are short or long-term, our sharp execution combined with expert analysis achieves material impact on both pricing and efficiency"
K3 Capital
K3 Capital Group plc is a multi-disciplinary and complementary group providing specialist advisory services to SMEs, incorporating Business and Company Sales, Restructuring and Insolvency and Tax Advisory services. The Group floated on the London Stock Exchange's Alternative Investment Market (AIM) in April 2017.
In this podcast we review the performance of the stocks we have picked from previous screeners, over the last six months, and pick a few companies from this list we believe should continue to perform.
John's Pick are: CML Microsystems #CML & Severfield #SFR
CML Microsystems:
CML develops mixed-signal, RF and microwave semiconductors for global communications markets. The Group utilises a combination of outsourced manufacturing and in-house testing with trading operations in the UK, Asia and USA. CML targets sub-segments within Communication markets with strong growth profiles and high barriers to entry. It has secured a diverse, blue chip customer base, including some of the world's leading commercial and industrial product manufacturers.
The spread of its customers and diversity of the product range largely protects the business from the cyclicality usually associated with the semiconductor industry. Growth in its end markets is being driven by factors such as the appetite for data to be transmitted faster and more securely, the upgrading of telecoms infrastructure around the world and the growing prevalence of private commercial wireless networks for voice and/or data communications linked to the industrial internet of things (IIoT).
Severfield:
"Since our inception we’ve become internationally synonymous with quality, innovation and unrivalled expertise within the steel industry. Today, with multiple sites in the UK and our India factory, we have an annual capacity to produce around 300,000 tonnes of fabricated steelwork. You’ll find our legacy in infrastructure, transport, culture, the commercial sector and more; you’ll be surprised to see just how many of the iconic landmarks and buildings you know and love are part of our portfolio - see our projects for some examples of work we’re really proud of".
Justin's Pick is: Argentex #AGFX & K3 Capital #K3C
Argentex
Argentex is a leading provider of foreign exchange services to financial institutions, corporates, and private clients globally.
"We are an FCA regulated, founder-led business listed on the London Stock Exchange. We have traded more than $75bn in over 70 currencies for our clients since 2012. Making and receiving payments on their behalf.
We are a profitable, debt-free, cash rich business and operate as a Riskless Principal broker for non-speculative and commercial currency transactions. Whether our clients' objectives are short or long-term, our sharp execution combined with expert analysis achieves material impact on both pricing and efficiency"
K3 Capital
K3 Capital Group plc is a multi-disciplinary and complementary group providing specialist advisory services to SMEs, incorporating Business and Company Sales, Restructuring and Insolvency and Tax Advisory services. The Group floated on the London Stock Exchange's Alternative Investment Market (AIM) in April 2017.