AIM Investor Focus: October 2015

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AIM Investor Focus, the corporate access event for AIM-quoted companies and their investors, will run again on October 15th in London.

AIM Investor Focus has been running since 2012. In total, 30 companies have participated at the event. 20 of these have gone on to increase their dividend to shareholders at every subsequent opportunity.

Another four companies are scheduled to present on October 15th. They are:

Keywords Studios, The Mission Marketing Group, Miton Group and NWF Group.

Keywords Studios

Keywords Studios provides a range of services to companies operating in the video game development industry. The company's six service lines are: translation, functional testing, localisation testing, audio, artwork and user support.

Revenues have increased dramatically in recent years at Keywords via organic and acquired growth.

Recent interim results from the company showed a 23% increase in underlying revenues. Adjusted earnings per share was 63% ahead and the dividend was increased by 11%.

AIM Prospector (a Blackthorn Focus publication) wrote in more detail on the company in the May 2015 edition here.

According to Stockopedia data, the shares trade (as at October 12th) on a 2016 P/E of 17.4.

The Mission Marketing Group

The Mission last presented at AIM Investor Focus in October 2013. Since then, the share price has increased significantly as management has been paying down debt and increasing shareholder dividends.

Interim results showed a 20% increase in headline pre-tax profit and a corresponding dividend increase of 20%.

Investment data firm Stockopedia has the shares on a historical P/E of 9.7, falling to 8.3 times forecast numbers for 2015.

The company was covered in the March 2015 edition of AIM Prospector.

Miton Group

Miton is an asset manager with a £51m market capitalisation. Miton has been increasing its dividend to shareholders for the last three years. The company will be represented on the day by Mr Gervais Willams, Managing Director.

NWF Group

NWF Group is one of the most successful companies on AIM. The Group is a supplier of feed, fuels and fertiliser to the agricultural and consumer sectors.

In sixteen of the last seventeen years, NWF has increased its dividend to shareholders. In the other year, the dividend was maintained.

With the last results, headline basic EPS increased 6.5% and the dividend to shareholders was raised by 5.9%.

AIM Investor Focus will take place at the offices of finnCap, 60 New Broad Street, London from 11:15am on October 15th.

Media for Keywords Studios, Miton Group or NWF Group should contact Katie Hunt at MHP Communications (+44 (0) 20 3128 8100).

Fund managers should contact David O'Hara at Blackthorn Focus (+44 (0)20 3239 5437).

(David O'Hara, Founder of Blackthorn Focus, is a shareholder in The Mission Marketing Group)