Broker notes, analysis and comments
City of London Investment Group plc (LON:CLIG) has announced its trading update results for 3Q’23. The headline figures are positive, with FUM increasing 3%, from $9.15bn at December 2022 to..
Pennant International Group (LON:PEN) is the topic of conversation when we caught up with WH Ireland Analyst Nick Spoliar. Pennant International has announced the acquisition of the rail services business,..
Senior Research Analyst, Harold Evans, at Singer Capital has provided a positive commentary on Cerillion Plc‘s (LON:CER) recent H1 trading update, highlighting an impressive financial performance and very encouraging prospects..
The industry-specific terminology associated with CLOs can give the impression of a complexity to the product that belies reality, and, in our view, is unhelpful to the Volta investment case...
Chesnara plc (LON:CSN) has announced its 2022 results. With weak equity markets and rising interest rates and credit spreads, the risk asset exposure weighed on results. Economic Value profit came..
Arbuthnot Banking Group plc (LON:ARBB) 2022 results delivered the expected strong profit and franchise growth (pre-tax profit up from £4.6m to £20m). Core business profitability increased primarily because of widening..
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..
Challenger Energy Group (LON:CEG) is the topic of conversation when Daniel Slater, Director Equity Research at Zeus Capital caught up with DirectorsTalk Interviews for an update on Challenger Energy’s developments. Q1...
Nanoco Group Plc (LON:NANO) has released its unaudited Interim Results for the half year ended 31 January 2023 (‘the Period’ or ‘H1 FY2022/23’). While H1 FY2022/23 numbers were very much..
Osirium Technologies plc (LON:OSI), a leading vendor of cloud-based cybersecurity and IT automation software, has reported its final results for the year, which were in line with its January pre-close..
UK-based Hardide plc (LON:HDD) reiterated its “cautious optimism” during its recent Annual General Meeting (AGM) statement, which aligns with the group’s positive outlook expressed in its annual report, as covered..
With Fidelity Special Values plc (LON:FSV) having recently reached a decade of outperformance under fund manager Alex Wright’s stewardship, we look at what has made this happen. We outline the..
Our recent notes explored why investor concerns over the whole Chinese market appeared overdone. With the recent rise in these markets, it appears that these disquiets have moderated. Accordingly, in..
Arden Partners have now updated their model for the recent Serinus Energy Plc (LON:SENX) full year 2022 results, updating the 2023 forecasts and publishing forecasts for 2024. They also update..
Pennant international Group Plc (LON:PEN) is the topic of conversation when we caught up with WH Ireland Director of Institutional Research Nick Spoliar. Nick we see you published a new..
City of London Investment Group plc (LON:CLIG) has announced its interim results for 1H’23. The headline figures were in line with those from the January trading statement. As previously indicated,..
Avation plc (LON:AVAP) is the topic of conversation when Canaccord Genuity’s Damian Brewer, Transport Research Analyst, caught up with DirectorsTalk for an exclusive interview. Q1. What stood out for you in Avation’s recent..
CyanConnode Holdings plc (LON:CYAN) is currently involved in Indian tenders for more than 100m meter endpoints, and its partners have already secured L1 preferred bidder status for c.30m incremental meters...
Oakley Capital Investments Limited (LON:OCI) January trading statement announced NAV (662p per share), total NAV return (24%), NAV growth driven by EBITDA growth (65%), modest multiple expansion (35%), investments (£271m),..
The full-year results to Dec’22 reconfirmed the core strengths of Apax Global Alpha plc (LON:APAX), notably i) Apax enhances the operational performance of its investments ‒ revenue and EBITDA growth..
