Broker notes, analysis and comments
The January 2023 IMF World Economic Outlook update has reiterated, once again, the relative appeal of Japan compared with the other major developed economies. In particular, the IMF is forecasting..
Pennant International Group plc (LON:PEN), is the subject of conversation when we caught up with Nick Spoliar, Analyst at WH Ireland. Pennant International Group plc has provided a trading update..
ICG Enterprise Trust plc (LON:ICGT) reported another strong quarter, with an NAV per share total return of 3.6% in 3Q’22 and a portfolio return of 13.8% (local currency) for the..
Union Jack Oil (LON:UJO) is the topic of conversation when DirectorsTalk caught up with Craig Howie, Analyst at Shore Capital. Craig, Union Jack Oil announced landmark revenues of US$13m have..
Nanoco Group plc (LON:NANO) has confirmed a transformative outcome for the Group in terms of its signing of final definitive agreements (collectively the ‘Settlement’) with Samsung for US$150m (c.£125m) to..
CentralNic Group plc (LON:CNIC) FY22 update confirmed accelerating momentum towards the end of the year, with revenue and adjusted EBITDA ahead of our forecasts, which we raised on 21 December...
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Liberum’s Analyst Anubhav Malhotra caught up with DirectorsTalk for an exclusive interview. Q1: What are the highlights from the..
Advanced Oncotherapy plc (LON:AVO) goal is to deliver an affordable and novel PT system, called LIGHT, based on state-of-the-art technology, developed originally at the world-renowned CERN. The complex assembly of..
Apax Global Alpha Limited (LON:APAX) (AGA) core is the investment in the Apax Private Equity Funds, which, in turn, target the acquisition of private companies, whose performance is then transformed..
Echo Energy Plc (LON:ECHO), the Latin American focused energy company, has provided an operational update regarding its Santa Cruz Sur assets, onshore Argentina, for the quarter ended 31 December 2022...
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..
In our note, Cash is king and the king is rocking and rolling, published on 16 September 2022, we examined Volta Finance Ltd (LON:VTA) success in generating cashflows at near-record..
In this note, we give our view on Chinese government policies, putting into perspective their objectives, the potential risks and upsides, and how fundamentals and sentiment may be affected. We..
Surface Transforms plc (LON:SCE) The 24 November OEM 10 order raised the order book 50%. Even before this, it had quadrupled in under two years. This latest £100m lifetime (six-year)..
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..
