David DriscollDiploma PLCDPLM-LSETOP PICKApr 17, 2026
Another serial acquirer. Niche markets and not commoditized, so they have pricing power. High-margin businesses of 20+%, as are EPS. Mission-critical, low-cost components that everyone's demanding right now.
Revenue growth expected at 6%, and they came out with 9%. Stock shot up. British small caps are under the radar and also in vogue for takeovers. A small company that can grow over time and not be impacted by the tech changes of AI -- that's what he wants to own. (Price target in pounds.) Yield is 0.90%.
Another serial acquirer. Niche markets and not commoditized, so they have pricing power. High-margin businesses of 20+%, as are EPS. Mission-critical, low-cost components that everyone's demanding right now.
(Analysts’ price target is $6656.00)Revenue growth expected at 6%, and they came out with 9%. Stock shot up. British small caps are under the radar and also in vogue for takeovers. A small company that can grow over time and not be impacted by the tech changes of AI -- that's what he wants to own. (Price target in pounds.) Yield is 0.90%.