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