Analyst corner – Expert insight into Cerillion, Dialight, Symphony Environmental, Surface Transforms and CyanConnode

Analyst corner
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In Analysts’ corner, DirectorsTalk brings you exclusive professional opinions from five of the leading equity research analysts on five companies listed on the London Stock Exchange.

Symphony Environmental Technologies plc (LON:SYM) is a world leader in the development of additives to make ordinary plastic biodegradable and protective technologies to enhance plastic products.

Surface Transforms plc (LON:SCE) is a highly innovative company, with its own patented materials technology and a team of PhD-qualified scientists and degree-qualified engineers who are continually developing new processes for the production of carbon-ceramic materials and new products for various applications.

Cerillion plc (LON:CER) is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.

Dialight plc (LON:DIA) is the world leader in LED industrial lighting technology with millions of LED fixtures installed worldwide. The company’s LED products are providing the next generation of lighting solutions that deliver reduced energy consumption and create a safer working environment and support its customers’ ESG agendas.

CyanConnode Holdings Plc (LON:CYAN) is a world leader in the design and development of Narrowband RF mesh networks that enable Omni Internet of Things (IoT) communications. With a wealth of expertise and experience in smart technology, the Group provides customers with long-range, low-power, end-to-end networking solutions and high-performance applications that help them enhance service delivery, improve business efficiency and save energy.

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Surface Transforms H1 2025 revenue up 72% as yields rise

Surface Transforms expects H1 2025 revenue of about £8.1m, up 72% year on year. Q2 yield improved to 77% from 49% in Q1. Customer advances reached £12.9m, with repayments due in H2.

CyanConnode fully funds Goa smart metering contract

CyanConnode has secured full external funding for its Goa smart metering project, preserving its balance sheet and enabling rapid delivery. A further US$7.5 million convertible loan note strengthens working capital as it targets India’s national rollout.

Routers sensing more than connections

A standard home gateway is morphing into a silent sensor that tracks movement and occupancy, offering operators fresh service models and sparking a privacy-first innovation debate.

Smart meters take on the gateway role

By embedding gateway intelligence into every meter, India’s power sector is shedding bulky infrastructure and embracing a self-healing mesh that promises cost-efficient, high-reliability metering at unprecedented scale.

Surface Transforms Carbon Discs for 430 Scuderia

Surface Transforms has engineered a revolutionary carbon ceramic disc for the Ferrari 430 Scuderia, combining continuous interwoven carbon for vastly improved durability and heat management.

MVNX looks beyond connectivity to redefine MVNE value

MVNX has extended its MVNE capabilities by integrating Cerillion’s BSS and OSS suite to enhance automation and agility in wholesale telecom operations.

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