Broker notes, analysis and comments
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..
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..
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 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 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 (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 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..
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,..
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 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 (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 (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 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 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..
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 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 (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..
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 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..
