Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Union Jack Oil Secures £2 Million to Drive U.S. Expansion – Lighthouse Equity Research

Funds are earmarked to support the drilling of three Oklahoma wells in the second half of 2025, with working interests of 60%, 43%, and 30%, respectively..

Drax Delivers Resilient Performance with Strong Biomass and Pellets Volumes – Longspur Research

Drax Group interim results for the first half of 2025 reflect steady progress and strong fundamentals, particularly in its biomass generation and pellets business...

Firering Strategic Minerals Strengthens Limeco Position with Fresh Funding – Shard Capital

Firering’s strategic progress in Zambia signals its transition from exploration to near-term production...

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity...

One Health Group a “buy” in This is Money Midas Share Tips

Analysts at Midas Share Tips described the company as well-managed and well-positioned to benefit from ongoing NHS reliance on external capacity...

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance...

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets...

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning..

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth...

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves...

A new focus reshapes Europe’s small cap landscape

A strategic shift in portfolio positioning is setting the stage for Europe’s under-the-radar small caps to capture the next wave of infrastructure and defence spending...

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA..

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...
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Funds

Broker Notes, Comments and Analysis

Union Jack Oil Secures £2 Million to Drive U.S. Expansion – Lighthouse Equity Research

Funds are earmarked to support the drilling of three Oklahoma wells in the second half of 2025, with working interests of 60%, 43%, and 30%, respectively..

Drax Delivers Resilient Performance with Strong Biomass and Pellets Volumes – Longspur Research

Drax Group interim results for the first half of 2025 reflect steady progress and strong fundamentals, particularly in its biomass generation and pellets business...

Firering Strategic Minerals Strengthens Limeco Position with Fresh Funding – Shard Capital

Firering’s strategic progress in Zambia signals its transition from exploration to near-term production...

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity...

One Health Group a “buy” in This is Money Midas Share Tips

Analysts at Midas Share Tips described the company as well-managed and well-positioned to benefit from ongoing NHS reliance on external capacity...

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance...

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets...

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning..

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth...

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves...

A new focus reshapes Europe’s small cap landscape

A strategic shift in portfolio positioning is setting the stage for Europe’s under-the-radar small caps to capture the next wave of infrastructure and defence spending...

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA..

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...
Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds