Broker Notes, Comments and Analysis

Broker notes, analysis and comments

JPMorgan European Discovery Trust Builds on Strong Performance and European Small-Cap Opportunities, Edison Investment Research

JPMorgan European Discovery Trust posts strong FY26 returns as Edison highlights its managers' progress and European small-cap opportunities...

ICG Enterprise Trust: Investor questions answered and 1HFY’27 results

ICG Enterprise Trust reports accelerating portfolio company growth, 24 exits at an average 3.0x cost multiple and a 34% discount to NAV, as its manager discusses private equity opportunities, shareholder..

Drax Group Shares Offer Significant Valuation Upside as Data Centre Opportunity Remains Intact, Says Longspur Research

Drax Group shares offer 47% potential upside according to Longspur Research, with data centre ambitions remaining attractive...

Likewise Group Makes Transformational Acquisition to Accelerate £300m Revenue Ambitions, Says Zeus

Likewise Group accelerates its £300m revenue ambitions following a major Headlam asset acquisition, with Zeus highlighting growth opportunities...

Norcros Shares Offer 29% Upside as Business Transformation Gathers Pace, Says Cavendish

Norcros shares offer 29% potential upside as Cavendish highlights improving profits, strong brands and further growth opportunities...

Neuberger Private Equity Partners Limited 1H’26 results: Foot on the accelerator

Neuberger Private Equity Partners reported stronger EBITDA growth, accelerating realisations and $144m returned to shareholders in H1 2026, while its 28% NAV discount remains a potential catalyst for further re-rating...

Meren Energy: Arctic Securities Raises Price Target as Growth Opportunities Come Into Focus

Meren Energy receives a higher price target from Arctic Securities as Nigerian drilling and Namibia developments approach...

Valeura Energy growth outlook strengthens as Canaccord Genuity raises target price

Valeura Energy gains a target price increase from Canaccord as new Thailand developments strengthen its organic growth outlook...

Cora Gold advances Sanankoro towards construction with FEED on track, Cavendish

Cora Gold advances Sanankoro engineering, permitting and drilling as Cavendish maintains its 25.8p target price...

Drax strengthens FY26 outlook after strong summer trading and Bluefield acquisition, Longspur Research

Drax Group sees stronger FY26 expectations as Longspur Research raises its EBITDA forecast following strong summer trading...

Meridian Holdings Delivers 16% Revenue Growth as Customer Registrations Reach Record Levels, Zacks Small-Cap Research

Meridian Holdings reports 16% second-quarter revenue growth as record registrations support expanding customer activity and improved profitability...

Corero expands cybersecurity offering as sales strategy takes hold

Corero is broadening its cybersecurity portfolio and sales channels as higher order activity begins to translate into stronger revenue and earnings capacity...

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 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...

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...

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 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...

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...

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 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..

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Broker Notes, Comments and Analysis

JPMorgan European Discovery Trust Builds on Strong Performance and European Small-Cap Opportunities, Edison Investment Research

JPMorgan European Discovery Trust posts strong FY26 returns as Edison highlights its managers' progress and European small-cap opportunities...

ICG Enterprise Trust: Investor questions answered and 1HFY’27 results

ICG Enterprise Trust reports accelerating portfolio company growth, 24 exits at an average 3.0x cost multiple and a 34% discount to NAV, as its manager discusses private equity opportunities, shareholder returns and the outlook for transaction activity...

Drax Group Shares Offer Significant Valuation Upside as Data Centre Opportunity Remains Intact, Says Longspur Research

Drax Group shares offer 47% potential upside according to Longspur Research, with data centre ambitions remaining attractive...

Likewise Group Makes Transformational Acquisition to Accelerate £300m Revenue Ambitions, Says Zeus

Likewise Group accelerates its £300m revenue ambitions following a major Headlam asset acquisition, with Zeus highlighting growth opportunities...

Norcros Shares Offer 29% Upside as Business Transformation Gathers Pace, Says Cavendish

Norcros shares offer 29% potential upside as Cavendish highlights improving profits, strong brands and further growth opportunities...

Neuberger Private Equity Partners Limited 1H’26 results: Foot on the accelerator

Neuberger Private Equity Partners reported stronger EBITDA growth, accelerating realisations and $144m returned to shareholders in H1 2026, while its 28% NAV discount remains a potential catalyst for further re-rating...

Meren Energy: Arctic Securities Raises Price Target as Growth Opportunities Come Into Focus

Meren Energy receives a higher price target from Arctic Securities as Nigerian drilling and Namibia developments approach...

Valeura Energy growth outlook strengthens as Canaccord Genuity raises target price

Valeura Energy gains a target price increase from Canaccord as new Thailand developments strengthen its organic growth outlook...

Cora Gold advances Sanankoro towards construction with FEED on track, Cavendish

Cora Gold advances Sanankoro engineering, permitting and drilling as Cavendish maintains its 25.8p target price...

Drax strengthens FY26 outlook after strong summer trading and Bluefield acquisition, Longspur Research

Drax Group sees stronger FY26 expectations as Longspur Research raises its EBITDA forecast following strong summer trading...

Meridian Holdings Delivers 16% Revenue Growth as Customer Registrations Reach Record Levels, Zacks Small-Cap Research

Meridian Holdings reports 16% second-quarter revenue growth as record registrations support expanding customer activity and improved profitability...

Corero expands cybersecurity offering as sales strategy takes hold

Corero is broadening its cybersecurity portfolio and sales channels as higher order activity begins to translate into stronger revenue and earnings capacity...

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 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...

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...

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 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...

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...

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...
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