Broker Notes, Comments and Analysis

Broker notes, analysis and comments

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..

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..

Search

Funds

Broker Notes, Comments and Analysis

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)..
Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds