Investing alongside you, fellow Silly traders, right here’s a choice of shares that a few of our contributors have been shopping for throughout the previous month!
Airtel Africa
What it does: Airtel Africa gives cell telecommunication providers to 14 international locations throughout the African continent.
By Mark Hartley. I purchased Airtel Africa (LSE: AAF) shares a number of months in the past after the worth dipped close to a three-year low. This got here after underwhelming Q2 2025 outcomes, with earnings per share (EPS) lacking expectations by 80%. Regardless of the drop, I’ve felt assured within the group’s long-term potential for a while so the low value appeared like a superb alternative. It has since recovered 51%, making it one of many best-performing shares in my portfolio.
Nevertheless, it nonetheless faces important dangers from forex devaluation in Nigeria, one among its core markets. Rising gas costs pose one other danger as the corporate makes use of mills to energy its distant cell towers. To mitigate the losses, the corporate is working to cut back its publicity to international change, having paid down $809m in foreign exchange debt publicity. Regardless of the rising value, the inventory nonetheless seems undervalued with a ahead price-to-earnings (P/E) ratio of solely 7.
Mark David Hartley owns shares in Airtel Africa.
Ashtead Know-how
What it does: Ashtead Know-how is a number one subsea gear rental and options supplier for the worldwide offshore power trade.
By Ben McPoland. I not too long ago purchased extra shares of Ashtead Know-how (LSE: AT.). The specialist rental agency continues to advance, fueled by its acquisition-driven development technique.
For 2024, it expects income to succeed in £168m, a 52% year-on-year enhance, with underlying working revenue exceeding the consensus forecast of £46.6m.
Within the full-year buying and selling replace, CEO Allan Pirie commented: “With one of many largest and most technologically superior rental fleets within the trade and a continued concentrate on operational excellence, we stay assured within the Group’s skill to generate substantial long-term worth for shareholders.”
I agree with that, although the corporate’s development relies on offshore oil, gasoline, and renewables markets. Financial downturns or declining power costs may cut back exploration and capital expenditure, resulting in decrease demand for rented gear.
At current although, Ashtead Know-how is in a powerful place. Ongoing market demand and report buyer backlogs give it confidence that development will proceed by 2025.
A closing attraction for me right here is the valuation. At 528p (as I write), the inventory is buying and selling at simply 10 occasions forecast earnings for 2026.
Ben McPoland owns shares in Ashtead Know-how Holdings.
Bakkavor
What it does: Bakkavor is a recent ready meals group, supplying supermarkets with merchandise resembling bread, pizza, prepared meals and salad.
By Roland Head. FTSE 250 agency Bakkavor (LSE: BAKK) will not be a family title, however its merchandise are discovered on the cabinets of all of the UK’s main supermarkets.
I not too long ago added this enterprise to my portfolio. I see it as a gentle grower and was inspired by 2025 forecast earnings development of 10%. That costs the inventory on simply 12 occasions forecast earnings, with a tempting dividend yield of 5.9%.
I’m additionally reassured by the continued affect of the corporate’s founders, Agust and Lydur Gudmundsson. They management virtually 50% of the shares and sit on the board.
Exterior the UK, Bakkavor additionally operates within the US and China. China seems to be like the primary danger to me, for traders. Along with geopolitical dangers, the China enterprise is at the moment comparatively small and loss making.
Nevertheless, I don’t see this as a motive to keep away from Bakkavor, which seems to be respectable worth to me at present ranges.
Roland Head owns shares in Bakkavor.
Video games Workshop
What it does: Video games Workshop manufactures tabletop gaming merchandise together with fashions, paints and manuals.
By Royston Wild. Fantasy wargaming big Video games Workshop (LSE:GAW) loved one other barnstorming 12 months in 2024, rising 35% in worth since 1 January.
But it fell sharply from report closing peaks of £142.70 per share in December, and dropped additional following half-year financials final month. I used this as a possibility to extend my holdings.
There’s been no spooky information coming from the Warhammer maker in latest weeks. Certainly, January’s replace confirmed gross sales up 14% within the six months to 1 December, helped by licensing revenues hovering 149% within the interval.
Video games Workshop might endure some near-term turbulence if shopper spending stays weak. But this hasn’t proved an impediment to its breakneck development story simply but. This displays largely its area of interest product strains and dependable buyer base.
I stay supremely assured within the FTSE 100 agency’s long-term outlook. The tabletop gaming phase has scope for additional important development. And Video games Workshop’s movie and TV take care of Amazon may supercharge royalty revenues within the years forward.
Royston Wild owns shares in Video games Workshop.
Glencore
What it does: Glencore is without doubt one of the world’s largest pure useful resource corporations with operations throughout 35 international locations.
By Andrew Mackie. As a die-hard worth investor, I spend loads of my spare time trying to find shares that I imagine are undervalued relative to their long-term prospects. Buying and selling at ranges not seen since early 2022, Glencore (LSE: GLEN) is close to the highest of that record.
Within the years forward, I envisage a mismatch within the supply-demand dynamics for a lot of of its commodities, particularly copper.
It’s no nice secret that demand for copper is rising throughout the globe. Electrical energy grids are creaking on the seams as demand for electrical energy from the likes of information centres and EVs proceed to develop. And now with a US administration eager to rebuild its nation’s manufacturing prowess, I can’t see something apart from demand growing.
Set this in opposition to a worldwide investor neighborhood extra eager about chasing tech shares increased, and what has been the end result? An trade starved of capital, danger averse and with little incentive for exploration.
Sustained low commodities costs (primarily due to weak Chinese language demand) continues to overwhelm on its share value. This stays one of the necessary short-term dangers. However trying a decade out, I stay bullish.
Andrew Mackie owns shares in Glencore.
