The market capitalization of 790 AIM companies was £81.6bn as of 30 August 2023. FTSE AIM All Share Index was down 10.74% YTD to 741.2 as of 30 August 2023. Among the top YTD winners, were Amur Minerals (up 360%, MktCap £1.4m), Plexus Holdings (+358% YTD on major contract value increase, Mkt Cap of £8.7m), Glantus Holdings (+249% on acquisition offer, £16.5mn MktCap), RTC Group (+215% on strong financials, £7.8mn), Empire Metals (+213% on a positive titanium grade update, £25.4mn). Among the bottom movers, in addition to earlier reported problems Aptamer, Pittards, Wandisco, Deepverge, and Itsarm, were also Pelatro (-91% on potential trading suspension), Unbound Group (-90% on trading suspension), IOG (-89% on bondholder discussions), Aferian (-88% on weak financial performance). Real Estate (-24.2% YTD), Technology (-10.5% YTD), and Energy (-12.9% YTD) remain bottom YTD performers. The largest YTD sector gains were 16.4% in the Financials and 10.5% in the Consumer Non-Cyclicals. Industrials (+21.3% YTD) and Consumer Cyclicals (18.5% YTD) are among the best YTD performers in FTSE-350. The best 3M performing companies’ list includes Ocado, 888 Holdings, Rolls-Royce Holdings, Tullow Oil, and Carnival in FTSE-350.
High-interest rates negatively affect the market performance of Small&Mid-Caps. A third of the 40 bottom performers on AIM were from the Technology and Healthcare sectors. The prices of two stocks we picked on 21/07/2023 Itaconix and Eneraqua Technologies went down 7.4% and 29.6% respectively, while D4T4 Solutions was up 6.5% since 21/07. Our top pick from 21/06, RTC Group recorded the best result so far in 2023 (197% since the report).
Our top picks are from the utilities, technology equipment, and energy sectors. We select companies with healthy revenue growth and a sustainable business model. Our picks list includes Journeo, Good Energy, and Serica Energy. Companies are subject to AIM stock risks such as financial underperformance or stock dilutions in the future. We believe our top picks have an acceptable risk-return trade-off due to a sustainable product range or business model.

06 Sep 2023
LSE AIM - Market Screener (31 August 2023)
Celebrus Technologies PLC (CLBS:LON), 208 | Eneraqua Technologies PLC (ETP:LON), 24.5 | Serica Energy PLC (SQZ:LON), 134 | Journeo plc (JNEO:LON), 294

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LSE AIM - Market Screener (31 August 2023)
Celebrus Technologies PLC (CLBS:LON), 208 | Eneraqua Technologies PLC (ETP:LON), 24.5 | Serica Energy PLC (SQZ:LON), 134 | Journeo plc (JNEO:LON), 294
- Published:
06 Sep 2023 -
Author:
Marina Alekseenkova -
Pages:
11 -
The market capitalization of 790 AIM companies was £81.6bn as of 30 August 2023. FTSE AIM All Share Index was down 10.74% YTD to 741.2 as of 30 August 2023. Among the top YTD winners, were Amur Minerals (up 360%, MktCap £1.4m), Plexus Holdings (+358% YTD on major contract value increase, Mkt Cap of £8.7m), Glantus Holdings (+249% on acquisition offer, £16.5mn MktCap), RTC Group (+215% on strong financials, £7.8mn), Empire Metals (+213% on a positive titanium grade update, £25.4mn). Among the bottom movers, in addition to earlier reported problems Aptamer, Pittards, Wandisco, Deepverge, and Itsarm, were also Pelatro (-91% on potential trading suspension), Unbound Group (-90% on trading suspension), IOG (-89% on bondholder discussions), Aferian (-88% on weak financial performance). Real Estate (-24.2% YTD), Technology (-10.5% YTD), and Energy (-12.9% YTD) remain bottom YTD performers. The largest YTD sector gains were 16.4% in the Financials and 10.5% in the Consumer Non-Cyclicals. Industrials (+21.3% YTD) and Consumer Cyclicals (18.5% YTD) are among the best YTD performers in FTSE-350. The best 3M performing companies’ list includes Ocado, 888 Holdings, Rolls-Royce Holdings, Tullow Oil, and Carnival in FTSE-350.
High-interest rates negatively affect the market performance of Small&Mid-Caps. A third of the 40 bottom performers on AIM were from the Technology and Healthcare sectors. The prices of two stocks we picked on 21/07/2023 Itaconix and Eneraqua Technologies went down 7.4% and 29.6% respectively, while D4T4 Solutions was up 6.5% since 21/07. Our top pick from 21/06, RTC Group recorded the best result so far in 2023 (197% since the report).
Our top picks are from the utilities, technology equipment, and energy sectors. We select companies with healthy revenue growth and a sustainable business model. Our picks list includes Journeo, Good Energy, and Serica Energy. Companies are subject to AIM stock risks such as financial underperformance or stock dilutions in the future. We believe our top picks have an acceptable risk-return trade-off due to a sustainable product range or business model.