UK 18:29 Sunday, 4 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
If you spot attractive investment themes early enough then profits should follow. Much more of a challenges is working out what to do when a good structural theme has tactical challenges. Take the temporary power world. Demand by the emerging world for power far outstrips the ability of central governments to provide it and so temporary power providers like Aggreko (AGK) and APR Energy (APR) have a ready market for their services even before you consider opportunities at major sporting events or music festivals. Over the last few years both have cleaned up and today stand proudly as key players in the global industry.
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