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Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Cora Gold

Cora Gold moves closer to construction readiness at Sanankoro as funding risk recedes, Cavendish

Cora Gold advances Sanankoro towards construction readiness as Cavendish highlights funding progress, permitting work and exploration upside...
Valeura Energy

Valeura Energy accelerates Wassana first oil as 2027 production outlook improves, Auctus Advisors

Valeura Energy accelerates Wassana first oil as Auctus Advisors forecasts higher 2027 production, cash flow and development potential...
PTRK

Physitrack Q2 2026 Shows ARR Growth, RTM Launch and Wellness Profit Recovery, Redeye

Physitrack's Q2 2026 delivered stronger ARR, Lifecare growth, a US RTM launch and renewed Wellness profitability...
Hardman & Co

Chesnara Plc: Acquisitions show immediate benefits

Chesnara reported higher OCG, cash remittances and operating profit in 1H’26, with the newly acquired Chesnara Life UK making a significant contribution and supporting an increase in group scale and..
Cora Gold

Cora Gold sees strong bank appetite for US$60m Sanankoro debt financing, Cavendish

Cora Gold attracts bank interest for Sanankoro debt financing as Cavendish highlights permitting progress and project economics...
DEC

Diversified Energy adds operated drilling to growth playbook, Tennyson Securities

Diversified Energy expands its growth strategy with operated drilling as Tennyson Securities maintains its 2,000p target price...
CEQ

Criterium Energy moves closer to first gas as SE-MGH agreement signed, Auctus Advisors

Criterium Energy moves closer to first gas as Auctus Advisors highlights SE-MGH progress and longer-term development potential...
Meridian Holdings Inc

Meridian Holdings growth outlook supported by Meridianbet momentum and deleveraging, Argus Research

Meridian Holdings Inc. (Nasdaq: MRDN) is continuing to expand its international gaming operations, with Meridianbet taking an increasingly important role in the group’s growth and profitability, according to the latest..

Corero Network Security

Corero Network Security broadens its cybersecurity reach in 2026

Corero is expanding its product range, recurring revenue base and sales channels as it targets a much larger cybersecurity market...
Fidelity

UK value offers a clearer opportunity as AI changes the market

Alex Wright of Fidelity Special Values discusses with Kepler Partners why UK valuations, selective stock picking and the impact of AI continue to shape the opportunity set...
Drax Group

Drax Group gains strategic diversity from BSIF acquisition, says Longspur Research

Drax Group (LON:DRX) has added greater diversity and new long-term options to its UK power portfolio following the acquisition of Bluefield Solar Investment Fund, highlighted in the latest research note..

BMS

Richard Heading Braemar Plc CFO highlights revenue growth drivers  

Edison says its first meeting with Braemar CFO Richard Heading reinforced confidence in the company’s strategic direction and execution. The next key catalyst is November’s half-year results, with Edison’s 370p..
Strix Group

Strix cash increase and Consumer Goods momentum put the spotlight on the next strategic update – Zeus Capital

Zeus Capital says Strix Groups FY26 results were broadly in line, but the standout was a sharp improvement in cash, a stronger Consumer...
Hardman & Co

Arbuthnot Banking Group Plc 1H’26: accelerating franchise growth

Arbuthnot Banking Group delivered broad-based growth across deposits, specialist lending and wealth management in 1H’26, achieving its £10bn client balances target two years early. Despite pressure from lower interest rates,..
Hardman & Co

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage...
REC

Record plc Starts the New Financial Year with Strong Inflows and Rising Assets, Panmure Liberum

Record plc reports strong quarterly inflows, rising assets and growing momentum across its core and higher-margin services...
MER

Meridian Holdings Expands Global Visibility Through UFC Partnership, Zacks Small-Cap Research

Meridian Holdings expands Meridianbet’s international profile through UFC sponsorship, customer growth and broader gaming content distribution...
NXR

Norcros Delivers Solid First-Quarter Growth as Market Share Gains Continue, Shore Capital

Norcros delivers organic growth, stronger margins and continued market share gains despite challenging conditions across its core markets...
Fidelity

Fidelity Emerging Markets outperforms as technology exposure rises highlighted in latest research (LON:FEML)

Kepler highlights how Fidelity Emerging Markets is increasing exposure to technology, materials and Brazil while using an active toolkit to manage valuation, geopolitical and company-specific risks...
Hardide plc

Hardide Plc FY26 EPS Forecast Raised 33% as Cavendish Lifts Target Price

Cavendish raises Hardide’s target price after stronger trading, higher margins and a 33% EPS upgrade...

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Broker Notes, Comments and Analysis

Cora Gold

Cora Gold moves closer to construction readiness at Sanankoro as funding risk recedes, Cavendish

Cora Gold advances Sanankoro towards construction readiness as Cavendish highlights funding progress, permitting work and exploration upside...
Valeura Energy

Valeura Energy accelerates Wassana first oil as 2027 production outlook improves, Auctus Advisors

Valeura Energy accelerates Wassana first oil as Auctus Advisors forecasts higher 2027 production, cash flow and development potential...
PTRK

Physitrack Q2 2026 Shows ARR Growth, RTM Launch and Wellness Profit Recovery, Redeye

Physitrack's Q2 2026 delivered stronger ARR, Lifecare growth, a US RTM launch and renewed Wellness profitability...
Hardman & Co

Chesnara Plc: Acquisitions show immediate benefits

Chesnara reported higher OCG, cash remittances and operating profit in 1H’26, with the newly acquired Chesnara Life UK making a significant contribution and supporting an increase in group scale and capital strength...
Cora Gold

Cora Gold sees strong bank appetite for US$60m Sanankoro debt financing, Cavendish

Cora Gold attracts bank interest for Sanankoro debt financing as Cavendish highlights permitting progress and project economics...
DEC

Diversified Energy adds operated drilling to growth playbook, Tennyson Securities

Diversified Energy expands its growth strategy with operated drilling as Tennyson Securities maintains its 2,000p target price...
CEQ

Criterium Energy moves closer to first gas as SE-MGH agreement signed, Auctus Advisors

Criterium Energy moves closer to first gas as Auctus Advisors highlights SE-MGH progress and longer-term development potential...
Meridian Holdings Inc

Meridian Holdings growth outlook supported by Meridianbet momentum and deleveraging, Argus Research

Corero Network Security

Corero Network Security broadens its cybersecurity reach in 2026

Corero is expanding its product range, recurring revenue base and sales channels as it targets a much larger cybersecurity market...
Fidelity

UK value offers a clearer opportunity as AI changes the market

Alex Wright of Fidelity Special Values discusses with Kepler Partners why UK valuations, selective stock picking and the impact of AI continue to shape the opportunity set...
Drax Group

Drax Group gains strategic diversity from BSIF acquisition, says Longspur Research

BMS

Richard Heading Braemar Plc CFO highlights revenue growth drivers  

Edison says its first meeting with Braemar CFO Richard Heading reinforced confidence in the company’s strategic direction and execution. The next key catalyst is November’s half-year results, with Edison’s 370p valuation indicating significant upside...
Strix Group

Strix cash increase and Consumer Goods momentum put the spotlight on the next strategic update – Zeus Capital

Zeus Capital says Strix Groups FY26 results were broadly in line, but the standout was a sharp improvement in cash, a stronger Consumer...
Hardman & Co

Arbuthnot Banking Group Plc 1H’26: accelerating franchise growth

Arbuthnot Banking Group delivered broad-based growth across deposits, specialist lending and wealth management in 1H’26, achieving its £10bn client balances target two years early. Despite pressure from lower interest rates, the bank remains well capitalised, offers a dividend yield of around 7%, and trades at a substantial discount to NAV...
Hardman & Co

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage...
REC

Record plc Starts the New Financial Year with Strong Inflows and Rising Assets, Panmure Liberum

Record plc reports strong quarterly inflows, rising assets and growing momentum across its core and higher-margin services...
MER

Meridian Holdings Expands Global Visibility Through UFC Partnership, Zacks Small-Cap Research

Meridian Holdings expands Meridianbet’s international profile through UFC sponsorship, customer growth and broader gaming content distribution...
NXR

Norcros Delivers Solid First-Quarter Growth as Market Share Gains Continue, Shore Capital

Norcros delivers organic growth, stronger margins and continued market share gains despite challenging conditions across its core markets...
Fidelity

Fidelity Emerging Markets outperforms as technology exposure rises highlighted in latest research (LON:FEML)

Kepler highlights how Fidelity Emerging Markets is increasing exposure to technology, materials and Brazil while using an active toolkit to manage valuation, geopolitical and company-specific risks...
Hardide plc

Hardide Plc FY26 EPS Forecast Raised 33% as Cavendish Lifts Target Price

Cavendish raises Hardide’s target price after stronger trading, higher margins and a 33% EPS upgrade...
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Green News

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View all Funds, Market Insights and news >> 

FTSE 100 News

UK Broker Ratings

Broker Notes, Comments and Analysis

Latest Interviews

FTSE 100 News

FTSE 250 News

News and Interview Alerts

Subscribe Free

Company Presentations

Q&As

Hardman & Co

BrokerTalk

FTSE 100

Funds

View all Funds, Market Insights and news >> 

Green News

View all Sustainable sectors, Plcs and news >>  

UK Broker Ratings

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