Broker Notes, Comments and Analysis

Broker notes, analysis and comments

RECI – Hardman research underlines its strong liquidity and portfolio resilience, Feb 2024

Discover how Real Estate Credit Investments Limited (LON:RECI) navigates challenges in French and German markets while maintaining a conservative approach...

Pharos Energy Vietnam portfolio is ‘the jewel in the crown’ says Shore Capital

Pharos Energy plc (LON:PHAR) has laid a solid foundation for growth, with positive financial results in 2023. Find out more in the update...

Valeura Energy accelerates Wassana drilling as wells “exceed expectations”, says analyst

Valeura Energy Inc (TSX: VLE/OTCQX: VLERF) is experiencing strong performance and cost reduction at Wassana and Nong Yao fields, boosting production...

Hercules Site Services “Outperforms” in FY23: Revenues up 71%, profits well ahead, excellent outlook

Hercules Site Services (LON:HERC) has experienced remarkable growth, with a 71% revenue increase in FY23. Their strategic investments and positive outlook for FY24 demonstrate their commitment to innovation and the UK's infrastructure sector. Analysts believe there is potential for further growth...

City of London Investment Group reports strong growth and cost reductions in Q2 2024

City of London Investment Group plc has announced its 2Q’24 trading statement, showing gains in both developed and emerging markets. FUM increased by 2% and profit is estimated to have increased by 1%...

Accrol Group Holdings: strong margins and volume growth continues into H2, says Shore Capital

Accrol Group Holdings plc has reported strong H1 FY24 results, with impressive growth in adjusted EBITDA and adjusted PBT. The company remains on track to meet expectations and has seen gains in market share. Furthermore, the private label segment of the UK tissue market continues to increase, and the sales of biodegradable wet wipes have been exceptionally strong. Accrol's outlook remains positive with expected further volume growth...

Ilika Plc Pioneering Solid-State Battery Solutions for a Greener Future with Dr Tom McColm (VIDEO)

Discover the latest advancements in solid state battery technology with Ilika plc. Dr. Tom McColm discusses their impressive achievements in the Medtech industry and electric vehicles sector. Find out more about Ilika's strategic direction in battery technology development...

Accrol Group Investment Case Upside Analysed Post Severn Delta Acquisition by Shore Capital

Tom Fraine, Equity Analyst at Shore Capital, analyzes Accrol Group Holdings' acquisition of Severn Delta. He highlights the positive business potential and strategic growth opportunities for the company. The planned self-funded investment in a paper mill is expected to drive further margin increases. Accrol's strong performance, low capex requirements, and favorable market conditions position it for continued success...

Norcros: Strong Half-Year Report, Strategic Progress, and Investment Potential

Discover why Norcros (LON:NXR) is a strong investment opportunity with a 50% upside potential. Despite revenue pressures, the company showed resilience and strategic progress, leading to increased operating margins and record profits in the UK. Find out more about their consistent growth strategy and robust market positioning, making Norcros an attractive proposition for long-term investors...
Search

Funds

Broker Notes, Comments and Analysis

RECI – Hardman research underlines its strong liquidity and portfolio resilience, Feb 2024

Discover how Real Estate Credit Investments Limited (LON:RECI) navigates challenges in French and German markets while maintaining a conservative approach...

Pharos Energy Vietnam portfolio is ‘the jewel in the crown’ says Shore Capital

Pharos Energy plc (LON:PHAR) has laid a solid foundation for growth, with positive financial results in 2023. Find out more in the update...

Valeura Energy accelerates Wassana drilling as wells “exceed expectations”, says analyst

Valeura Energy Inc (TSX: VLE/OTCQX: VLERF) is experiencing strong performance and cost reduction at Wassana and Nong Yao fields, boosting production...

Hercules Site Services “Outperforms” in FY23: Revenues up 71%, profits well ahead, excellent outlook

Hercules Site Services (LON:HERC) has experienced remarkable growth, with a 71% revenue increase in FY23. Their strategic investments and positive outlook for FY24 demonstrate their commitment to innovation and the UK's infrastructure sector. Analysts believe there is potential for further growth...

City of London Investment Group reports strong growth and cost reductions in Q2 2024

City of London Investment Group plc has announced its 2Q’24 trading statement, showing gains in both developed and emerging markets. FUM increased by 2% and profit is estimated to have increased by 1%...

Accrol Group Holdings: strong margins and volume growth continues into H2, says Shore Capital

Accrol Group Holdings plc has reported strong H1 FY24 results, with impressive growth in adjusted EBITDA and adjusted PBT. The company remains on track to meet expectations and has seen gains in market share. Furthermore, the private label segment of the UK tissue market continues to increase, and the sales of biodegradable wet wipes have been exceptionally strong. Accrol's outlook remains positive with expected further volume growth...

Ilika Plc Pioneering Solid-State Battery Solutions for a Greener Future with Dr Tom McColm (VIDEO)

Discover the latest advancements in solid state battery technology with Ilika plc. Dr. Tom McColm discusses their impressive achievements in the Medtech industry and electric vehicles sector. Find out more about Ilika's strategic direction in battery technology development...

Accrol Group Investment Case Upside Analysed Post Severn Delta Acquisition by Shore Capital

Tom Fraine, Equity Analyst at Shore Capital, analyzes Accrol Group Holdings' acquisition of Severn Delta. He highlights the positive business potential and strategic growth opportunities for the company. The planned self-funded investment in a paper mill is expected to drive further margin increases. Accrol's strong performance, low capex requirements, and favorable market conditions position it for continued success...

Norcros: Strong Half-Year Report, Strategic Progress, and Investment Potential

Discover why Norcros (LON:NXR) is a strong investment opportunity with a 50% upside potential. Despite revenue pressures, the company showed resilience and strategic progress, leading to increased operating margins and record profits in the UK. Find out more about their consistent growth strategy and robust market positioning, making Norcros an attractive proposition for long-term investors...
Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds