Broker Notes, Comments and Analysis

Broker notes, analysis and comments

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..

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..

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..

Insights from Volta Finance’s report and accounts: Strong Returns, Resilience and Valuation

In this note, we review the key information and messages investors should take from the recent Report and Accounts. In particular, we note the detailed explanations as to how Volta Finance..

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..

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..

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Broker Notes, Comments and Analysis

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...
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