Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Union Jack Oil Provides Positive Update on Wressle Asset

Union Jack Oil (LON:UJO) has issued an update on its significant Wressle asset, in which it holds a 40% interest. Currently, Wressle is producing at a gross rate of 780..

Challenger Energy Potential Guayaguayare Licence, Trinidad

Challenger Energy (LON:CEG), a company specializing in oil and gas exploration, has announced that it has been chosen by the Government of Trinidad and Tobago to enter negotiations with the..

Real Estate Credit Investments: Double tangible security

Our recent notes, in the main, have focused on why Real Estate Credit Investments Ltd (LON:RECI) should prove resilient in uncertain times, given its credit processes, high-quality security, low exposure..

Fidelity European Trust, Kepler investment fund research (LON:FEV)

Fidelity European Trust plc (LON:FEV) has announced new research by Kepler Trust Intelligence. Overview Fidelity European Trust (FEV) follows a long-term disciplined investment approach that emphasises selecting stocks that can..

ICG Enterprise Trust: FY results proving the market-beating model again

ICG Enterprise Trust plc (LON:ICGT) reported another strong year to end-January 2023. The NAV per share was 1,903p, up from 1,690p in January 2022. The NAV total return was 14.5%,..

Fidelity Emerging Markets Limited: Kepler investment research June 2023 (LON:FEML)

Fidelity Emerging Markets Limited (LON:FEML) has today announced that new research by Kepler Trust Intelligence has now been released. Overview Fidelity Emerging Markets Limited (FEML) hands the managers a full..

Fidelity Asian Values: Kepler trust research June 2023 (LON:FAS)

Fidelity Asian Values plc (LON:FAS) has today announced that new research by Kepler Trust Intelligence has now been published. Overview Fidelity Asian Values (FAS) is a diverse portfolio of quality..

H&T Group: Pawnbroking’s current appeal

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. As other small-sum, short-term..

ICG Enterprise Trust: FY results proving the market-beating model again

ICG Enterprise Trust plc (LON:ICGT) reported another strong year to end-January 2023. The NAV per share was 1,903p, up from 1,690p in January 2022. The NAV total return was 14.5%,..

Equity analyst views on Challenger Energy, Ilika, Avation plc, Cerillion, Pennant International

In Analysts’ corner, DirectorsTalk brings you exclusive professional opinions from five of the leading equity research analysts on five growth companies listed on the AIM segment of the London Stock..

Chesnara: Nice little acquisition

Chesnara plc (LON:CSN) has announced its first acquisition of 2023. It is buying the onshore protection business from Canada Life’s UK business. This consists of 47,000 term assurance and critical..

Ilika plc Commercialisation is in the ascendency

Ilika Plc (LON:IKA) is the topic of conversation when we caught up with Liberum Equity Research Analyst, Sam Wahab. We asked Sam: What were the key points investors should be..

Cerillion value rises as sales, profits and pipeline all surge higher (Analyst Q&A)

Cerillion plc (LON:CER): DirectorsTalk caught up with Harold Evans, Senior Research Analyst, TMT at Singer Capital Markets for his views on Cerillion’s interim results for the six months ended 31..

Shield Therapeutics: Reassuring 1Q’23 Accrufer prescriptions

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..

Avation Plc – Improving market dynamics makes 58% discount to NAV ‘unjustified’ (Analyst Q&A)

Avation PLC (LON:AVAP) is the topic of conversation when WH Ireland’s Deputy Head of Capital Markets, John Cummins, caught up with DirectorsTalk for an exclusive interview. Avation announced on 10th May that..

Surface Transforms: A major quantum production ramp up now secured

Surface Transforms plc (LON:SCE) final results were announced on 17 April, together with 1Q’23 sales and an update on the now rectified major production hiccough. In November 2022, SCE announced..

Cerillion plc record H1 suggests ‘upside’ in FY23E forecasts says Liberum analyst

Cerillion plc (LON:CER) is the topic of conversation with Ciaran Donnelly Equity Research at Liberum, following the company’s published interim results for the six months ended 31 March 2023. We..

Union Jack Oil Robust Financial Results and Exciting Operational Outlook

Union Jack Oil Plc (LON:UJO) is the topic of conversation when we caught up with Dan Slater, research Director at Zeus Capital. We asked: Union Jack Oil released this week..

Touchstone Exploration’s Q1 Results: On Track for Transformational Growth

Touchstone Exploration Inc. (TSX, LON:TXP) a Calgary, Alberta based company currently active in onshore properties located in the Republic of Trinidad and Tobago was the topic of conversation when we..

The International Stock Exchange: Resilient performance in difficult year

The International Stock Exchange (TISE) showed a resilient 2022 performance in tough conditions, with revenue flat, at £10m, and PBT down 13%, to £4.2m, driven by a fall in new..

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