Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Empire Metals Testing Reveals High-Purity Titanium Product, Shard Capital

a high-purity titanium dioxide (TiO₂) product, marking a significant step in the project’s progression...

March 21, 2025

Seascape Energy Asia Plc: Inpex Farmout “A Transformational Deal”, James McCormack Cavendish

a transformational farmout deal with Japan’s Inpex Corporation, a move that bolsters its financial position and future exploration potential...

March 21, 2025

H&T Group 2024 results: Reasons to be cheerful 1, 2, 3, 4 and 5

H&T Group plc's 2024 results show robust growth with a 10% increase in PBT and positive market outlook. Discover key factors fueling its success...

March 20, 2025

Narf Industries Secures Largest-Ever Contract, Boosting Growth Prospects – Canaccord Genuity

The company has announced its largest-ever deal with the Defense Advanced Research Projects Agency..

March 18, 2025

NB Private Equity Partners: NAV, capital, Trump and interest rates

We highlighted our capital markets day takeaways in CM day: 6 November fireworks; notably, i) positive market trends, ii) NB’s platform unique benefits, and iii) multiple levers for value creation...

March 18, 2025

Drax Group Secures Key Wins in Hydro and Pumped Storage – Longspur Research

The company secured an estimated £24 million in additional revenue for its hydro and pumped storage assets for FY28 and FY29, further cementing its role as a key player in..

March 13, 2025

Valeura Energy: Unlocking New Potential in Thailand – Auctus Advisors

Valeura Energy is poised for long-term success with a well-structured growth plan, enhanced resource recovery, and solid financial positioning. With upcoming milestones such as the Wassana FID and Ratree drilling,..

March 13, 2025

UK Equity Research Reports Latest: ARCM, AVAP, DRX, FRG, HERC, RECI

These latest equity research reports provide valuable insights into the performance and prospects of key UK-listed companies...

March 12, 2025

Union Jack Oil: Expanding Horizons with Strong U.S. Growth – Sidoti

Union Jack Oil Plc (LON:UJO, OTCQB: UJOGF) continues to move forward with its growth strategy, particularly with its expansion into the United States...

March 7, 2025

Arc Minerals: ‘More Good News to Come’ from other Assays Expects Zeus (LON:ARCM)

Arc Minerals (LON:ARCM) has taken another significant step forward in its joint venture with Anglo American in Zambia, with new drilling results extending known copper mineralisation. Read more.....

March 6, 2025

Finseta Plc Tipped for Considerable Upside to 70p Fair Value Estimate, Shore Capital

This new offering, co-branded with Mastercard, is expected to add a strong recurring revenue stream for the company, benefiting both its SME clients and investors...

March 6, 2025

Touchstone Exploration’s Reserves Update Aligns with Strategy – Shore Capital

Touchstone’s management has highlighted key growth catalysts. These include potential new wells in Rio Claro, believed to be an eastward extension of Cascadura, and the anticipated completion of its $23..

March 6, 2025

Diversified Energy Company Expands Operations with Strategic Acquisition – Cavendish

Diversified Energy Company PLC (LON:DEC) continues to strengthen its position in the natural gas sector with the successful completion of its latest acquisition. According to James McCormack, Director of Research..

March 4, 2025

Drax Positioned for Growth in a Clean Power 2030 Future – Aquaicity Ltd

With its diverse portfolio of renewable and flexible generation assets...

March 4, 2025

Valeura Energy Strong Growth Potential Backed by Production Boost – Auctus Advisors

Valeura's recent drilling success at the Manora field has increased production while setting the stage for future reserves growth...

March 4, 2025

itim Group’s Strong FY24 Performance Sparks Upgraded Forecasts – Zeus Capital

itim's robust financial performance, driven by key contract wins and revenue growth, has significantly exceeded expectations, learn more..

February 28, 2025

accesso Technology Group: We expect revenue growth to accelerate

Explore the growth potential of accesso Technology Group plc (LON:ACSO) ahead of its final results in April, highlighting strong revenue forecasts and strategic advantages...

February 28, 2025

Avation Continues to Soar with Strong Financial Growth – Zeus

Results reflect resilience and ability to navigate the evolving aviation market successfully..

February 26, 2025

Union Jack Oil’s Moccasin Success Strengthens US Growth – SP Angel

UJO is rapidly progressing with the installation of permanent production facilities, a move that underlines the strength of its US expansion strategy...

February 26, 2025

Real Estate Credit Investments: The rise of private credit

Explore the rise of private credit and its impact on Real Estate Credit Investments Ltd (LON:RECI). Discover opportunities and valuation insights...

February 21, 2025

News and Interview Alerts

Company Presentations

JPM Multi-Asset Growth & Income plc investor presentation (LON: MATE)

Randall & Quilter Chairman’s overview – rising profitability, growth catalysts, dividends and five year plan

Falanx Assynt – A Company Overview

Immotion Group the exciting world of VR Location and Home Based Entertainment (Interview)

Q&As

Cora Gold CEO Bert Monro on strategic Eagle Eye investment

16 February 2026

Norcros plc offers “considerable upside” as acquisitions strengthen growth, highlights fund manager (LON:NXR)

9 February 2026

Victorian Plumbing Group set for strong growth as scale and efficiency improve, hails fund manager

9 February 2026

Yü Group backed for strong upside as Premier Miton highlights low valuation and market share gains

9 February 2026

Hardman & Co

Real Estate Credit Investments (RECI) FY’26 results: High yield, clear path to dividend cover

13 July 2026

Cavendish plc: Solid performance in still tough markets

30 June 2026

Cavendish plc delivers solid performance in tough markets

24 June 2026

ICG Enterprise Trust FY’26 results: look to future realisations

11 June 2026

NB Private Equity Partners 2025 results: Looking to future realisations

29 May 2026

Green News

Firering Strategic Minerals sets revised AGM date

24 July 2026

Firering Strategic Minerals starts hot commissioning of third Limeco kiln

22 July 2026

Total Graphite advances Madagascar optimisation and Mozambique development

17 July 2026

Quadrise Retail Offer raises £0.4 million

14 July 2026

View all Sustainable sectors, Plcs and news >>

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Latest Interviews

The Diverse Income Trust: Why Gervais Williams Is Doubling Down on Overlooked UK Small Caps (video)

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

BrokerTalk

Quadrise keeps key trial programmes moving as partners stay engaged, Shore Capital

26 March 2026

Corero Network Security sees target price lifted to 20p by Canaccord Genuity

26 March 2026

Criterium Energy Sees Reserve Growth and Nearer-term Gas Momentum, Research Capital Corporation

25 March 2026

Ruffer Investment Company’s strong performance highlighted in latest research

23 March 2026

Ilika Plc Expanding Commercial Opportunities Following Defence Sector Feedback, Cavendish

23 March 2026

Funds

Ruffer Investment Company delivers positive 2026 returns

24 July 2026

Law Debenture outperforms benchmark in strong first half

24 July 2026

Fidelity Special Values sees compelling opportunities in UK mid and small caps

22 July 2026

Fidelity China Special Situations outperforms as AI holdings drive positive returns (LON: FCSS)

22 July 2026

Fidelity Asian Values share price rises 10% as value rotation gathers pace (LON: FAS)

22 July 2026

View all Funds, Market Insights and news >>

FTSE 100 News

British American Tobacco confirms closed period buyback arrangement

26 June 2026

Barratt Redrow confirms Dean Banks start date as chief executive

26 June 2026

Barclays US LLC capital ratios remain above minimums in Fed stress test

25 June 2026

3i Group reports AGM update on Action sales and private equity momentum

25 June 2026

UK Broker Ratings

Syncona Limited (SYNC.L) Stock Analysis: Eyeing an 88.79% Potential Upside

23 July 2026

Spire Healthcare Group PLC (SPI.L): Navigating the Healthcare Landscape with a 15% Upside

23 July 2026

Sirius Real Estate (SRE.L): An Investor’s Guide to Its 28% Upside Potential and Strong Dividend Yield

23 July 2026

Dr. Martens PLC (DOCS.L) Stock Analysis: Unveiling a 32.5% Potential Upside for Investors

23 July 2026

SUPERMARKET INCOME REIT PLC ORD (SUPR.L) Investor Outlook: Navigating a 7.10% Dividend Yield Amid Market Volatility

23 July 2026

Broker Notes, Comments and Analysis

Empire Metals Testing Reveals High-Purity Titanium Product, Shard Capital

a high-purity titanium dioxide (TiO₂) product, marking a significant step in the project’s progression...

March 21, 2025

Seascape Energy Asia Plc: Inpex Farmout “A Transformational Deal”, James McCormack Cavendish

a transformational farmout deal with Japan’s Inpex Corporation, a move that bolsters its financial position and future exploration potential...

March 21, 2025

H&T Group 2024 results: Reasons to be cheerful 1, 2, 3, 4 and 5

H&T Group plc's 2024 results show robust growth with a 10% increase in PBT and positive market outlook. Discover key factors fueling its success...

March 20, 2025

Narf Industries Secures Largest-Ever Contract, Boosting Growth Prospects – Canaccord Genuity

The company has announced its largest-ever deal with the Defense Advanced Research Projects Agency..

March 18, 2025

NB Private Equity Partners: NAV, capital, Trump and interest rates

March 18, 2025

Drax Group Secures Key Wins in Hydro and Pumped Storage – Longspur Research

The company secured an estimated £24 million in additional revenue for its hydro and pumped storage assets for FY28 and FY29, further cementing its role as a key player in sustainable energy solutions...

March 13, 2025

Valeura Energy: Unlocking New Potential in Thailand – Auctus Advisors

March 13, 2025

UK Equity Research Reports Latest: ARCM, AVAP, DRX, FRG, HERC, RECI

These latest equity research reports provide valuable insights into the performance and prospects of key UK-listed companies...

March 12, 2025

Union Jack Oil: Expanding Horizons with Strong U.S. Growth – Sidoti

Union Jack Oil Plc (LON:UJO, OTCQB: UJOGF) continues to move forward with its growth strategy, particularly with its expansion into the United States...

March 7, 2025

Arc Minerals: ‘More Good News to Come’ from other Assays Expects Zeus (LON:ARCM)

Arc Minerals (LON:ARCM) has taken another significant step forward in its joint venture with Anglo American in Zambia, with new drilling results extending known copper mineralisation. Read more.....

March 6, 2025

Finseta Plc Tipped for Considerable Upside to 70p Fair Value Estimate, Shore Capital

This new offering, co-branded with Mastercard, is expected to add a strong recurring revenue stream for the company, benefiting both its SME clients and investors...

March 6, 2025

Touchstone Exploration’s Reserves Update Aligns with Strategy – Shore Capital

March 6, 2025

Diversified Energy Company Expands Operations with Strategic Acquisition – Cavendish

March 4, 2025

Drax Positioned for Growth in a Clean Power 2030 Future – Aquaicity Ltd

With its diverse portfolio of renewable and flexible generation assets...

March 4, 2025

Valeura Energy Strong Growth Potential Backed by Production Boost – Auctus Advisors

Valeura's recent drilling success at the Manora field has increased production while setting the stage for future reserves growth...

March 4, 2025

itim Group’s Strong FY24 Performance Sparks Upgraded Forecasts – Zeus Capital

itim's robust financial performance, driven by key contract wins and revenue growth, has significantly exceeded expectations, learn more..

February 28, 2025

accesso Technology Group: We expect revenue growth to accelerate

Explore the growth potential of accesso Technology Group plc (LON:ACSO) ahead of its final results in April, highlighting strong revenue forecasts and strategic advantages...

February 28, 2025

Avation Continues to Soar with Strong Financial Growth – Zeus

Results reflect resilience and ability to navigate the evolving aviation market successfully..

February 26, 2025

Union Jack Oil’s Moccasin Success Strengthens US Growth – SP Angel

UJO is rapidly progressing with the installation of permanent production facilities, a move that underlines the strength of its US expansion strategy...