Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity...

One Health Group a “buy” in This is Money Midas Share Tips

Analysts at Midas Share Tips described the company as well-managed and well-positioned to benefit from ongoing NHS reliance on external capacity...

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance...

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets...

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning..

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth...

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves...

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA..

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...

Volta Finance: Volatility put into context

This report analyses Volta's share price volatility during recent crises, finding mixed results compared to broader equity markets. Volta currently trades at a double discount to NAV and offers a forecast 2025 dividend yield of 9.4%...

High-Grade Tungsten Results Spark Optimism for Great Western Mining – Shard Capital

The role of tungsten as a critical mineral for industries and a key military metal is prompting a major restocking of supplies and resourcing of non-Chinese supply lines...

RM plc Embarks on New Growth Chapter with RM Ava Launch – Singer Capital Markets

RM is entering an exciting new era with the official launch of RM Ava, a pioneering platform set to redefine the future of education technology..

Norcros Builds Momentum in FY25 with Strong UK Performance – Equity Development

Full-year results for FY25, underscore the early success of its strategic initiatives..
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Broker Notes, Comments and Analysis

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity...

One Health Group a “buy” in This is Money Midas Share Tips

Analysts at Midas Share Tips described the company as well-managed and well-positioned to benefit from ongoing NHS reliance on external capacity...

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance...

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets...

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning..

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth...

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves...

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA..

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...

Volta Finance: Volatility put into context

This report analyses Volta's share price volatility during recent crises, finding mixed results compared to broader equity markets. Volta currently trades at a double discount to NAV and offers a forecast 2025 dividend yield of 9.4%...

High-Grade Tungsten Results Spark Optimism for Great Western Mining – Shard Capital

The role of tungsten as a critical mineral for industries and a key military metal is prompting a major restocking of supplies and resourcing of non-Chinese supply lines...

RM plc Embarks on New Growth Chapter with RM Ava Launch – Singer Capital Markets

RM is entering an exciting new era with the official launch of RM Ava, a pioneering platform set to redefine the future of education technology..

Norcros Builds Momentum in FY25 with Strong UK Performance – Equity Development

Full-year results for FY25, underscore the early success of its strategic initiatives..
Search

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Broker Notes, Comments and Analysis

FTSE 100

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