Good morning, I hope everyone is having a lovely Christmas period.
The markets are open again this morning, so we’ll have this post open for comments. For those who would rather chat about ideas than the (relatively thin) news, we are three stocks into our 12 stocks of Christmas. These are the stocks that we’re feeling optimistic about for 2025. Check out our analysis here: GarminInternational Personal FinanceImpax Asset Management
Name(Mkt Cap)RNSSummaryOur view
SRT Marine Systems (LON:SRT) (£110m)
New contract$9m contract announced in November has been signed
Gelion (LON:GELN) (£25.8m)
Final results
Revenue entirely generated from Ramp;D tax grants. Losses narrowing
It’s a quiet day on the companies front, but a few interesting snippets of information and conversation to close off the year. Active funds have suffered heavy outflows, but the passives keep reeling in the punters. According to Morningstar the UK equities sector has seen investors pull more than £15bn from active funds. Some of the highest profile names in the industry have borne the biggest brunt of the negative sentiment towards UK equities. For example, investors pulled £2.6bn from Fundsmith (which has assets of £22.8bn under management). The normally...
