UK 17:23 Sunday, 25 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. 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.
Investment Case: As the UK's leading independent business recovery practice, Begbies Traynor (BEG) has been unsurprisingly adversely impacted by a low interest rate environment and lenders being unable or unwilling to crystallise losses. However, the company has restructured and remains profitable and cash generative, with an attractive dividend and undemanding rating based on its current performance. There are though now also signs that things are turning in its favour - “the expectation of an increase in interest rates over the forthcoming months has escalated recently” and with it “also retain the capacity and expertise to handle an increase in activity levels should they arise, which would result in improved profitability due to the inherent operational gearing in the business”. As such, at a current 53p offer price, the shares are a buy. Here's why.
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