Broker Notes, Comments and Analysis

Broker notes, analysis and comments

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..

CyanConnode “To See Many Years of High Double Digit Revenue Growth”, Bob Liao

CyanConnode Holdings (LON:CYAN) announced this week an order for 1m units, it is the largest order this financial year to date. The contract will help underpin revenues for FY24 but,..

Alkemy Capital Investments Plc (LON:ALK): Pioneering the Future of Lithium Refining

Alkemy Capital Investments Plc (LON:ALK), a forward-thinking investment company, is making significant strides in the lithium refining industry. With its strategic focus on refining critical minerals, particularly lithium, Alkemy Capital..

Likewise Group Strong Momentum and Confidence Analyst Andy Hanson Comments

Likewise Group Plc (LON:LIKE) this week provided a trading update in which it stated that that Gross Sales Revenue for the year ended 31 December 2023 increased by 13.6% to..

Union Jack Oil (UJO) Shares Positive Wressle CPR update, Analyst Comments

Union Jack Oil plc (LON:UJO), provided yesterday its summary of the Competent Person’s Report for the Wressle field and Broughton North Prospect. DirectorsTalk caught up with Daniel Slater CFA, Director..

Quadrise Plc Initiation Note by VSA Capital, July 2023

Quadrise Plc (LON:QED) has developed emulsion fuel technology products which we believe have a key role to play in the global energy transition. Unlike many energy transition solutions, we see..

Quadrise Positive Test Results Highlighted by Edison Group

Quadrise Plc (LON:QED) recently announced final test results for potential low-carbon marine fuels. What follows is a report from Edison Group Andrew Keen MD – Head of Content, Energy &..

Union Jack Oil Jet Pump Success Boosts Wressle Field Production (LON:UJO)

Union Jack Oil (LON:UJO) has recently made significant progress at its Wressle field, with the installation of a jet pump in the Wressle-1 production well leading to an impressive increase..

Quadrise plc substantial ‘revenue potential’ from biofuel test success ignites investor interest, Shore Capital

Further to the announcement on 27 November, Quadrise Plc (LON:QED) has reported testing results on its bioMSAR fuel, which the Company aims to supply to the marine and industrial markets...

Norcros plc: Growth in returns, margins and market share warrants ‘higher valuation’ says Shore Capital (LON:NXR)

Norcros plc (LON:NXR) is the topic of conversation when DirectorsTalk Interviews caught up with Tom Fraine, Equity Research Analyst – Industrials at Shore Capital. We asked: Q1. What are the..

Likewise Group trading update means ‘meaningful market share gains’ says WHIreland

Likewise Group plc (LON:LIKE), provided an update for the 11-months to 30 November 2023. It said it remained on track to achieve current market expectations for the financial year ending..

Liberum hails Cerillion’s Tier-1 win, record pipeline and growing demand (LON:CER)

Cerillion plc (LON:CER) is the topic of conversation with Andrew Ripper, Equity Research at Liberum, following the company’s published annual results for the twelve months ended 30 September 2023. We asked:..

Apax Global Alpha unique ‘Hidden Gems’ strategy

In our view, the most interesting new information from Apax Global Alpha Ltd (LON:APAX) 3Q results is the comment “a further five investments post quarter end” with a further one..

Accrol Group Holdings Consecutive Upgrades and Positive Trading Momentum say Zeus Capital

Accrol Group Holdings (LON:ACRL) H1 FY24 has delivered positive trading momentum with continued volume growth and an acceleration in margin recovery back to pre-pandemic levels. Zeus Capital confirms that FY24E..

Accrol Group: two EBITDA upgrades and earnings tailwinds praised by Shore Capital (LON:ACRL)

Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when DirectorsTalk Interviews caught up with Tom Fraine, Equity Research Analyst – Industrials at Shore Capital. We asked: The news..

Cerillion plc “Tier 1s provide potential growth runaway” says Harold Evans, Singer analyst

Cerillion plc (LON:CER) annual results 2023, proposition competitiveness, growth story and long-term investment thesis are under the spotlight, as DirectorsTalk caught up with Harold Evans, Senior Research Analyst, TMT at Singer..

Surface Transforms order book has grown dramatically

In the past two years, Surface Transforms plc (LON:SCE) has quadrupled its order book, raised monthly sales run rates from £0.2m to £1.0m and expanded its capacity four-fold to a..

Real Estate Credit Investments generating an above-average dividend yield

In previous notes, we have reviewed why we believe Real Estate Credit Investments Limited (LON:RECI) has procedures and practices that limit downside losses to help ensure the resilience of the..

Shield Therapeutics accelerating effectiveness of enlarged sales team

Shield Therapeutics plc (LON:STX) is a commercial-stage pharma company delivering specialty products that address patients’ unmet medical needs, with an initial focus on iron deficiency (ID). Since its US launch..

Hercules seizes the buoyant Civil projects and infra labour supply markets (LON:HERC)

Hercules Site Services Plc (LON:HERC) has reported another year of 50%+ Top Line Growth. SP Angel Analyst John Meyer has provided the following report. Hercules Site Services plc completed an..

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Broker Notes, Comments and Analysis

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...
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