Broker notes, analysis and comments
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..
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 (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 (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 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 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..
Diversified Energy Company (LON:DEC) is under the DirectorsTalk spotlight after releasing its first half results for the period ended 30 June 2023. DirectorsTalk caught up with Matthew Cooper, Research Analyst..
Dekel Agri-Vision Plc (LON:DKL) is the topic of conversation when DirectorsTalk Interviews caught up with analyst at WH Ireland Nick Spoliar. Dekel Agri-Vision Plc has provided an August production update..
Diversified Energy Company plc (LON:DEC) is the topic of conversation when Tim Hurst-Brown, Partner and Oil & Gas Equity Research Analyst, at Tennyson caught up with DirectorsTalk. Q1. What stood..
Real Estate Credit Investments Ltd (LON:RECI) current discount to NAV (15%) suggests to us that some investors could be concerned that potential issues with commercial real estate (CRE) will dramatically..
Union Jack Oil Plc (LON:UJO) is the topic of conversation when we caught up with Shore Capital Analyst Craig Howie. Union Jack Oil has announced that operations have commenced on..
In our 15 March initiation, Pawnbroking royalty, with strong, profitable growth, we highlighted that H&T Group Plc (LON:HAT) core is pawnbroking and related retail services operations. The 8 August interim..
