Spec: ACE still looks very good value to me. My medium term target (6 months to a year), based on current forecasts (which may well be increased again) is 515p, or another 25% or so. But this looks like a long-running story, and it could go a lot further in time.
However, HBG looks grossly undervalued to me and if all goes well I think it should at least double over the same period. Do your own research, because I am often badly wrong, but it is certainly well worth a look in my opinion.