
Broker notes, analysis and comments
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..
Pennant International Group (LON:PEN) is the topic of conversation when we caught up with Nick Spoliar, Analyst at WH Ireland. Q: Can you tell us about Pennant International’s strategy and..
Having recently announced the signing of the final umbrella agreement for the financing of its Tulu Kapi project in Ethiopia, after all the lenders’ conditions were met and agreed upon..
ICG Enterprise Trust plc (LON:ICGT) hosted an Investor Day on 13 June 2023. The key takeaways were: i) a clear, defensive-growth investment strategy, targeting superior risk-adjusted returns over the long..
International Biotechnology Trust plc (LON:IBT) was established in 1994 to provide institutional and retail investors with the opportunity to participate in global biotechnology and life science companies, from venture-stage early..
Tern Plc (LON:TERN) has successfully negotiated a new funding facility with an investor to provide up to £3m, available for up to 36 months, with an initial £0.5m drawn down...
Dekel Agri-Vision (LON:DKL) is the topic of conversation when Nick Spoliar, Analyst at WHIreland caught up with DirectorsTalk. Dekel Agri-Vision has now provided its half year production update for the..
Valeura Energy Inc. (TSX:VLE), the upstream oil and gas company with assets in the Gulf of Thailand and the Thrace Basin of Turkey, has provided a trading update for Q2..
. Supreme Plc (LON:SUP) is put under the spotlight by Matthew Chadwick, Equity Research Analyst at Berenberg, in an interview with DirectorsTalk, following their recent results announcement for the twelve..
The key takeaway from Apax Global Alpha Ltd (LON:APAX) 27 June Capital Markets Day (CMD) was that 84% of value creation comes from operational improvements that APAX makes in the..
Diversified Energy Company (LON:DEC) is the topic of conversation after Matthew Cooper, Research Analyst Oil & Gas at Peel Hunt, completed a recent site visit to Diversified’s US operations and..
Tirupati Graphite plc (LON:TGR, TGRHF.OTCQX), announced the successful completion of the acquisition of Suni Resources SA in Mozambique on 3 April 2023. DirectorsTalk caught up with Daniel Ingram, Research Analyst..
NB Private Equity Partners Ltd (LON:NBPE) private equity (PE) portfolio has co-investments, alongside 55 PE managers (GPs) in 90 high-secular-growth and downside-resilient private companies. PE provides access to a different..
itim Group Plc (LON:ITIM)is a disruptive software-as-a-service (SaaS) platform that empowers traditional retailers with an Omni-channel solution, enabling them to effectively compete against online-only players. The company has recently released..
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 (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..
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 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 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 (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..














