Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Fidelity European Trust: Continued resilience in difficult markets

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 “another period of strong cash flows”, Daniel Slater LON:SENX

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..

City of London Investment Group: Solid profits in tough markets

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..

Real Estate Credit Investments: Positioned for the current crisis

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 update discussed with Arden Research Analyst 

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..

CyanConnode: Indian smart meter programme 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: 1H’23 and beyond: safe harbour in the storm

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 “delivered a solid set of results” says WHIreland Director Brendan Long

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 eyes £240m automotive sales pipeline as loan expands production

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 – Singer analyst hails growth in revenues, PBT, cash and customer demand (LON:CER)

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 – “Consistent record of outperformance supports share price multiple”, says analyst Ciaran Donnelly

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..

Fidelity Japan Trust: Opportunities from the mother of invention

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: Smart meter breadth and depth

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..

Fidelity European Trust: Resilience in difficult markets – a half-year report

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..

Concurrent Technologies plc US partner ‘a significant strategic step forward’ says Cenkos (LON:CNC)

Concurrent Technologies plc (LON:CNC) is the topic of conversation when Cenkos Securities Director of Research Ian McInally caught up with DirectorsTalk Managing Director Darren Turgel for an exclusive interview. Q1:..

CyanConnode: Smart meter breadth and depth

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..

CT Automotive Group plc fuelled by ‘high margins and 2H22 volume recovery’, says broker (LON:CTA)

CT Automotive plc (LON:CTA) is the topic of conversation when Liberum Capital Equity Research Analyst Edward Maravanyika caught up with DirectorsTalk Managing Director Darren Turgel for an exclusive interview. Q1:..

Advanced Oncotherapy: Major milestone achieved

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..

CyanConnode business wins ‘suggests record year for revenue and volume’ says Arden Research Director (LON:CYAN)

CyanConnode Holdings plc (LON:CYAN) recently announced on 22 August that its subsidiary, CyanConnode India Pvt Ltd, has received its largest-ever order from its long-standing Partner, Genus. The order cements CyanConnode’s..

Tissue Regenix: Operating leverage

Tissue Regenix Group plc (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..

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