Index boost? | Trading ahead | Growing order book
The changed perception of software businesses being under threat from AI, now sees a relatively low margin IT services provider covered here command a higher rating than a higher margin software business, which is underpinned by plenty of recurring revenue; is the premium justified? Elsewhere, shares in a veterinary services group could be set to receive a boost, while the derisory margins generated by a specialist manufacturing business covered here still remain a mystery to us. Read on here for our thoughts on this and other small cap news.
Remember to use our updated AIMsearch tool from the link here to discover which AIM companies benefit from the valuable Inheritance Tax reliefs.Client portfolios managed by our associates, Fundamental Asset Management, may hold shares in companies covered here.Onto our thoughts on the latest news...Angling Direct: trading ahead Angling Direct (AIM: ANG), the specialist fishing tackle and equipment retailer, continues to trade well although perhaps even more is needed to move the share price from current levels. Group revenue for the year ending 31 January 2026 rose 13.8% to £103.9m driven by 14.8% growth in its UK business to £99.2m. Results…