Broker Notes, Comments and Analysis

Broker notes, analysis and comments

ICG Enterprise Trust: Investing in resilience, delivering growth

ICG Enterprise Trust Plc’s FY’25 results highlight robust 15% EBITDA growth and widening margins, showcasing a resilient strategy amidst market challenges...

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...

Pharos Energy Targets Growth with Vietnamese Drilling Strategy – Auctus Advisors

With promising developments in Vietnam Pharos Energy is set to drive future production and shareholder value...

itim Group Delivers Strong FY24 Results with Positive Outlook – Zeus Capital

itim Group delivered a significant improvement in profitability, strong cash generation, and secured major contract wins that validate its market-leading platform..

Valeura Energy Increases Target Following Positive Developments at Wassana – Auctus Advisors LLP

Given its low capex, low opex, and high IRR, the project enhances the resilience of the business in a low oil price environment.”..

accesso Technology Group: 30 new venue contracts and pipeline remains strong

accesso Technology Group's FY24 results show steady growth amid market uncertainties. Despite recent challenges, the company maintains a strong balance sheet and growth potential...

Touchstone Exploration Targets Growth Momentum with Shell Central Block Deal – Cavendish

Touchstone Exploration is making decisive moves to strengthen its asset base and unlock value for shareholders...

Dekel Agri-Vision’s Positive Momentum Continues as Cashew Profitability Nears – Zeus Capital

Strong pricing, coupled with stable production levels, has helped push year-to-date revenues in the palm oil division 30% ahead of the previous year..

NB Private Equity Partners 2024: Short-term noise over long-term growth

NB Private Equity Partners Ltd's 2024 performance reflects short-term challenges but signals robust long-term potential, driven by strong EBITDA growth and flexible investment strategies...

Touchstone Exploration Advances Strategic Growth with Funded FY25 Plans – Shore Capital

A significant step forward in securing its future growth with a well-supported capital raise and term loan to fund its ambitious FY25 investment plans..

Challenger Energy Moves Forward with Uruguay Ambitions – Zeus

Advancing efforts on the OFF-1 and OFF-3 licences, highlighting transformation into a focused offshore explorer with material near-term catalysts...

Time Finance, Cavendish Expects 3 years of Sustained Growth; “Highly Compelling Valuation”

With robust demand across its multi-product funding solutions, the group’s performance for the nine months to 28 February 2025 signals continued momentum and increasing scale...

Ferro-Alloy Resources Advances Balasausqandiq Project as R&D Focus Sharpens – Shore Capital

The plant will now focus on R&D to accelerate the completion and optimisation of the ongoing feasibility study, including the development of markets for the group’s carbon black substitute (CBS) product...

Cerillion plc 2000p Target Backed by Robust H2 Projections (LON:CER)

Panmure Liberum maintains a confident outlook on the company, highlighting its strong fundamentals and future opportunities...

SAE Renewables Secures Key Loan to Accelerate Battery Storage Progress – Longspur Research

Adam Forsyth highlights how a timely £8.5 million loan from Cardiff Capital Region’s Strategic Premises Fund is helping the company firm up progress on its 240MWh AW1 battery energy storage system (BESS) project...

DRAX Group’s Flexibility Shines Amid Bid Developments – Longspur Research

Longspur Research, authored by analyst Adam Forsyth, highlights that the company's strategic focus on flexibility remains a key strength, especially as new bids emerge in the battery storage space...

Jubilee Metals Ramps Up Chrome and PGM Output – Zeus Capital

The analyst has revised its full-year production guidance upwards, signalling a strong operational performance that is expected to boost its bottom line..

Cerillion Latest Research Highlights Potential Strong H2 says Singer

The telecoms software provider is expected to rebound significantly, underpinned by solid existing customer relationships and a robust expansion pipeline...

Chesnara Plc Showing good operational progress

Chesnara Plc's 2024 results showcase strong growth and profitability, highlighting a 17% increase in Economic Value profit and consistent dividend growth...
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Broker Notes, Comments and Analysis

ICG Enterprise Trust: Investing in resilience, delivering growth

ICG Enterprise Trust Plc’s FY’25 results highlight robust 15% EBITDA growth and widening margins, showcasing a resilient strategy amidst market challenges...

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...

Pharos Energy Targets Growth with Vietnamese Drilling Strategy – Auctus Advisors

With promising developments in Vietnam Pharos Energy is set to drive future production and shareholder value...

itim Group Delivers Strong FY24 Results with Positive Outlook – Zeus Capital

itim Group delivered a significant improvement in profitability, strong cash generation, and secured major contract wins that validate its market-leading platform..

Valeura Energy Increases Target Following Positive Developments at Wassana – Auctus Advisors LLP

Given its low capex, low opex, and high IRR, the project enhances the resilience of the business in a low oil price environment.”..

accesso Technology Group: 30 new venue contracts and pipeline remains strong

accesso Technology Group's FY24 results show steady growth amid market uncertainties. Despite recent challenges, the company maintains a strong balance sheet and growth potential...

Touchstone Exploration Targets Growth Momentum with Shell Central Block Deal – Cavendish

Touchstone Exploration is making decisive moves to strengthen its asset base and unlock value for shareholders...

Dekel Agri-Vision’s Positive Momentum Continues as Cashew Profitability Nears – Zeus Capital

Strong pricing, coupled with stable production levels, has helped push year-to-date revenues in the palm oil division 30% ahead of the previous year..

NB Private Equity Partners 2024: Short-term noise over long-term growth

NB Private Equity Partners Ltd's 2024 performance reflects short-term challenges but signals robust long-term potential, driven by strong EBITDA growth and flexible investment strategies...

Touchstone Exploration Advances Strategic Growth with Funded FY25 Plans – Shore Capital

A significant step forward in securing its future growth with a well-supported capital raise and term loan to fund its ambitious FY25 investment plans..

Challenger Energy Moves Forward with Uruguay Ambitions – Zeus

Advancing efforts on the OFF-1 and OFF-3 licences, highlighting transformation into a focused offshore explorer with material near-term catalysts...

Time Finance, Cavendish Expects 3 years of Sustained Growth; “Highly Compelling Valuation”

With robust demand across its multi-product funding solutions, the group’s performance for the nine months to 28 February 2025 signals continued momentum and increasing scale...

Ferro-Alloy Resources Advances Balasausqandiq Project as R&D Focus Sharpens – Shore Capital

The plant will now focus on R&D to accelerate the completion and optimisation of the ongoing feasibility study, including the development of markets for the group’s carbon black substitute (CBS) product...

Cerillion plc 2000p Target Backed by Robust H2 Projections (LON:CER)

Panmure Liberum maintains a confident outlook on the company, highlighting its strong fundamentals and future opportunities...

SAE Renewables Secures Key Loan to Accelerate Battery Storage Progress – Longspur Research

Adam Forsyth highlights how a timely £8.5 million loan from Cardiff Capital Region’s Strategic Premises Fund is helping the company firm up progress on its 240MWh AW1 battery energy storage system (BESS) project...

DRAX Group’s Flexibility Shines Amid Bid Developments – Longspur Research

Longspur Research, authored by analyst Adam Forsyth, highlights that the company's strategic focus on flexibility remains a key strength, especially as new bids emerge in the battery storage space...

Jubilee Metals Ramps Up Chrome and PGM Output – Zeus Capital

The analyst has revised its full-year production guidance upwards, signalling a strong operational performance that is expected to boost its bottom line..

Cerillion Latest Research Highlights Potential Strong H2 says Singer

The telecoms software provider is expected to rebound significantly, underpinned by solid existing customer relationships and a robust expansion pipeline...

Chesnara Plc Showing good operational progress

Chesnara Plc's 2024 results showcase strong growth and profitability, highlighting a 17% increase in Economic Value profit and consistent dividend growth...
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Broker Notes, Comments and Analysis

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