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AIM investors favour mining and resources in a difficult market

Tuesday, March 04, 2008

Investors in AIM companies are generally gloomy about investment prospects for the rest of 2008, but many predict that companies in the resources, oil and gas, and mining sectors will show the strongest growth during the year.

These are the initial findings from the 12th Taking AIM survey, from accountant and business adviser Baker Tilly, in partnership with Faegre & Benson.

But while explorers and miners will take heart, tech firms will be wary. Technology was favoured by those investors surveyed last year, but it has dropped to the bottom of the list of favoured sectors for 2008.

According to the research, fund managers’ pessimism was mainly driven by the uncertainty in global markets. However, some investors said that the increased capital gains tax for investors in start-up companies, the general fall in business confidence, and the switch by investors to the perceived safety of bigger companies would also have a negative impact on AIM.

Chilton Taylor, head of capital markets at Baker Tilly, said: “Not surprisingly investors are much more pessimistic about the markets for 2008. However, investors that take a stock picking approach will still find some value in investing on AIM. ”


Predictions for 2008


Nearly half of the investors surveyed (44%) predicted that the best performers this year would be mining, resources, oil and gas.

Nearly a fifth of investors (18%) predicted that support services companies would provide the best returns during this year.

Other sectors favoured this year include healthcare (14%), manufacturing (14%) and defence (10%).

Nearly two thirds of investors (64%) said that the number of IPOs would fall again in 2008.

Despite uncertainty in the market, Melanie Wadsworth, a corporate partner at Faegre & Benson believes that even in a difficult trading environment, quality AIM companies with a proven track record and strong business plan will attract investors.

“The market still has much to offer, particularly in sectors which are somewhat less vulnerable to any potential recession, such as resources and defence,” Wadsworth said.

The Taking AIM survey of listed firms involved 200 companies currently quoted on AIM, 50 private companies and 50 institutional investors actively investing in AIM-listed companies.






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