Broker Notes, Comments and Analysis

Broker notes, analysis and comments

CyanConnode Holdings Plc Strategic Capital Raise, Growth Investments and Opportunities

CyanConnode Holdings Plc (LON:CYAN), a prominent player in the telecommunications equipment sector, has recently embarked on a strategic journey to bolster its financial footing and expand its market presence. The..

Diversified Energy: Analysis of hedged production, financing and positive outlook by James McCormack, Cavendish

Diversified Energy Company plc (LON:DEC) is the topic of conversation when DirectorsTalk Interviews spoke to James McCormack, Research Director at Cavendish. James delves into the operations and financial health of..

Saietta Group: India JV outlook “extremely attractive”, Alex Brooks Canaccord Genuity (VIDEO)

Watch Canaccord Genuity Analyst Alex Brooks take a closer look at Saietta Group plc (LON:SED)..

Arbuthnot Banking Group: Profitable, well-funded & well-capitalised

In our view, the key takeaway from the recent 3Q trading statement is how Arbuthnot Banking Group plc (LON:ARBB) is progressing strategically towards its “Future State 2” plan. In particular,..

NB Private Equity Partners: Strong outperformance and good market positioning

We reviewed NB Private Equity Partners Ltd (LON:NBPE) differentiated strategy, strong outperformance and good market positioning in our initiation, Co-investments generating superior performance, and 1H’23 results summary: continued growth. The key theme running..

ICG Enterprise Trust consistently generates superior returns

ICG Enterprise Trust plc (LON:ICGT) interim results to July 2023 confirmed the robust nature of its strategy and portfolio with LTM NAV per share total return of 4.1%. The 1HFY’24..

Cerillion plc: “An exceptional high-quality business” says Harold Evans, Singer senior analyst

Cerillion plc (LON:CER) – DirectorsTalk caught up with Harold Evans, Senior Research Analyst, TMT at Singer Capital Markets for his views on Cerillion’s recent trading update for the financial year..

Dekel Agri-Vision palm oil business continues to stand out this year

Dekel Agri-Vision (LON:DKL) is the topic of conversation when DirectorsTalk Interviews caught up with Charlie Cullen, Analyst at WH Ireland. Dekel Agri-Vision has now provided its Q3 2023 production numbers..

Chesnara earnings well ahead of normalised estimates

Chesnara plc (LON:CSN) has announced its 2023 interim results. Good returns in equity markets, most notably in Sweden, and the benefit from acquisitions meant earnings were well ahead of our..

City of London Investment Group outperformance across the majority of assets

City of London Investment Group plc (LON:CLIG) has announced its final results for FY’23. The headline figures were in line with those announced in the July trading statement. Weaker markets..

NB Private Equity Partners: Long-term, market-beating returns

We reviewed NB Private Equity Partners Ltd (LON:NBPE) business model in our initiation, Co-investments generating superior performance. We noted the high-secular-growth and downside-resilient investee companies, the value added by partner..

Surface Transforms “considerable strategic progress”

Surface Transforms plc (LON:SCE) interims, yesterday, reported a loss, so the chairman’s statement of “considerable strategic progress” is notable. We concur. The automotive brake market is strong, all the more..

Avation plc “more profits, NAV growth and less debt” will drive share price, says Canaccord

Avation plc (LON:AVAP) is the topic of conversation when Canaccord Genuity’s Damian Brewer, Transport Research Analyst, caught up with DirectorsTalk to discuss their unaudited results for the year ended 30 June 2023. Damian..

Apax Global Alpha delivering market-beating returns

The interim results to June 2023 reconfirmed Apax Global Alpha plc (LON:APAX) core strengths, notably i) Apax enhances the operational performance of the funds’ investments ‒ LTM revenue and EBITDA..

Diversified Energy NAV of 165p and over 15% dividend yield, highlights Stifel’s David Round

Diversified Energy Company plc (LON:DEC) is the topic of conversation when David Round, E&P Analyst at Stifel, caught up with DirectorsTalk following Diversified Energy’s interim results for the six months..

Tissue Regenix results demonstrate success of TRX’s “4S” strategy

Tissue Regenix Group plc (LON:TRX) is focused on the development and commercialisation of two proprietary processing technologies for the repair of soft tissue (dCELL®) and bone (BioRinse®). It has a..

Argentex Group Plc: Impressive growth, momentum and strategy execution hailed by broker

Argentex Group Plc (LON:AGFX) is the topic of conversation when Andrew Watson, Senior Research Analyst at Singer Capital Markets, joined DirectorsTalk Interviews. What were the highlights in Argentex’s H1 interims?Initiatives..

The International Stock Exchange to continue to expand its customer base

The International Stock Exchange (TISE) had a strong first half to 2023, with revenue +7% to £5.2m and fully diluted EPS +17% to 83p, against a backdrop of subdued financial..

Union Jack Oil another period of good cash flows say Zeus Capital (LON: UJO)

Union Jack Oil plc (LON:UJO) is the topic of conversation when Daniel Slater, Analyst at Zeus Capital caught up with DirectorsTalk to discuss the interim results. Union Jack has now..

Avation very well positioned with tailwinds from improving market dynamics (LON: AVAP)

Avation Plc (LON:AVAP) is the topic of conversation when Charlie Cullen, Analyst at WH Ireland caught up with DirectorsTalk to discuss the latest company news. Avation has announced that it..

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Saietta Group: India JV outlook “extremely attractive”, Alex Brooks Canaccord Genuity (VIDEO)

Watch Canaccord Genuity Analyst Alex Brooks take a closer look at Saietta Group plc (LON:SED)..
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