Broker notes, analysis and comments
Serinus Energy plc (LON:SENX WSE:SEN) is the topic of conversation when Dan Slater, Analyst at Arden Partners caught up with DirectorsTalk Interviews. Serinus Energy plc has announced that the CTF-04..
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..
Valeura Energy Inc (TSX:VLE) announced on 6 December 2022 the acquisition of the Thailand upstream oil producing portfolio of Busrakham Oil and Gas Ltd, a subsidiary of Mubadala Energy. DirectorsTalk interviewed Stephane Foucaud,..
Cerillion plc (LON:CER) published their annual results for the 12 months ended 30 September 2022. DirectorsTalk caught up with Harold Evans, Senior Research Analyst, TMT at Singer Capital Markets for..
In this note, we explore the factors that have driven the market-beating 22% YTD 2022 NAV growth, the 15% growth we expect in 2023 and the 35% NAV discount. In..
Cerillion plc (LON:CER) is the topic of conversation when Darren Turgel, DirectorsTalk CEO, caught up with Ciaran Donnelly, Technology & Media Analyst at Liberum Equity Research, to discuss Cerillion’s annual results for..
In our most recent note, Resilience in difficult markets – a half-year report | Hardman & Co (hardmanandco.com), published on 4 October 2022, we analysed how Fidelity European Trust plc..
Serinus Energy plc (LON:SENX, WSE:SEN), announced this week its interim results for the nine months ended 30th September 2022. DirectorsTalk Interviews caught up with Daniel Slater, Analyst at Arden Partners..
In this note, we review City of London Investment Group plc (LON:CLIG) annual results for 2022 and its trading update for 22’Q1. The headline full-year figures were announced in July’s..
In this note, we review how Real Estate Credit Investments Ltd (LON:RECI) is positioned to face the current market challenges, noting i) the track record of superior credit assessment, monitoring..
Union Jack Oil plc (LON:UJO) is the topic of conversation when DirectorsTalk CEO Darren Turgel caught up with Arden Partners Head of Research Daniel Slater. Union Jack provided an update..
On 14 and 15 October 2022, the Indian Ministry of Power held a “Brainstorming Session” at the Power Ministers’ Conference. The presentation for the session contains a detailed update on..
ICG Enterprise Trust plc (LON:ICGT) reported another strong half-year, with an NAV per share total return of 10.9% and sterling portfolio returns of 12.4% (local currency 7.4%). Total proceeds and..
Egdon Resources plc (LON:EDR) is the topic of conversation when DirectorsTalk caught up with Brendan Long Director of Institutional Research at WHIreland. Q. Morning Brendon, Egdon Resources published their preliminary..
AMTE Power Plc (LON:AMTE), a leading developer and manufacturer of lithium-ion and sodium-ion battery cells for specialist markets, announced on 17 October 2022 that it has signed non-binding heads of..
Cerillion plc (LON:CER), the billing, charging and customer relationship management software solutions provider, has announced an update on trading for the financial year ended 30 September 2022. DirectorsTalk caught up..
Cerillion plc (LON:CER) is the topic of conversation when Darren Turgel MD at DirectorsTalk caught up with Ciaran Donnelly Technology & Media Analyst at Liberum Equity Research to discuss their..
Necessity, as they say, is the mother of invention. In this note, we explore how a long-term core Fidelity Japan Trust plc (LON:FJV) investment thesis has been identifying the opportunities..
CyanConnode Holdings plc (LON:CYAN) has steadily been making progress in India, where the national smart meter programme has been gathering pace. In July 2022, the company crossed the one million..
In our recent note, Eight questions for the AGM on 10 May 2022 | Hardman & Co (hardmanandco.com), we touched on the rapidly changing landscape after the extraordinary bull run..
