Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Pharos Energy looks well placed for 2026, says Auctus Advisors

Pharos Energy enters 2026 with steady guidance, higher dividends, active Vietnam drilling and visible valuation upside, according to Auctus...

Quadrise keeps key trial programmes moving as partners stay engaged, Shore Capital

Quadrise advances MSC, Cargill and OCP trial plans as Shore Capital highlights steady progress, partner commitment and a £4.0 million cash balance...

Corero Network Security sees target price lifted to 20p by Canaccord Genuity

Corero Network Security receives a higher 20p target price from Canaccord Genuity after stronger ARR and improving FY26 growth visibility...

Criterium Energy Sees Reserve Growth and Nearer-term Gas Momentum, Research Capital Corporation

Criterium Energy Ltd. (TSX:CEQ) looks to be entering an important new phase, according to the latest research note from Research Capital Corporation, which maintained its Speculative Buy rating and C$0.20..

Ruffer Investment Company’s strong performance highlighted in latest research

Strong returns across varied market conditions, with effective downside protection supporting consistent outcomes...

Ilika Plc Expanding Commercial Opportunities Following Defence Sector Feedback, Cavendish

The latest research note from Cavendish highlights a promising development for Ilika Plc (LON:IKA), as the company continues to advance its solid-state battery technology into new and potentially lucrative markets...

Sintana Energy Gains Momentum with PEL 87 Extension, Cavendish

Sintana Energy Inc (LON:SEI) has received a meaningful boost according to the latest research note from Cavendish, which highlights a key operational milestone in Namibia’s highly prospective offshore basin. The..

Marks & Spencer regains momentum as recovery story builds, Shore Capital

Marks & Spencer shows improving momentum and recovery potential, according to Shore Capital, with stronger Food sales and optimistic FY27 outlook...

JPMorgan European Discovery Trust: Latest Research highlights strong returns

Recent performance shows JEDT ahead of its benchmark, with NAV and share price growth supported by disciplined stock picking and improving small-cap conditions...

ICG Enterprise Trust Shareholder seminar 2026: resilience and growth

The 2026 seminar highlighted double-digit EBITDA growth, active portfolio management, and strong liquidity. With a focus on defensive private equity and shareholder returns, ICGT combines long-term outperformance with an unusually..

Finsbury Growth & Income Trust reflects on strategy at 100-year milestone

Finsbury Growth & Income Trust marks its centenary, investors reaffirm support for Nick Train’s long-standing quality-focused investment approach despite a recent period of weaker relative performance...

Rockhopper Exploration Gains Momentum as Canaccord Genuity Raises Rating to BUY

Rockhopper Exploration receives BUY rating from Canaccord Genuity as Sea Lion project financing and development progress strengthen the company outlook...

RM Plc Makes Strategic Progress as Growth Plans Gather Pace, Singer Capital Markets

RM Plc shows improving profitability and strategic focus as Singer Capital Markets highlights strong growth potential and a Buy rating...

Sintana Energy Advances Offshore Uruguay Exploration With Major Seismic Campaign, Cavendish

Sintana Energy begins major offshore Uruguay seismic campaign covering 4,300 km², according to latest Cavendish research note by analyst James McCormack...

Real Estate Credit Investments (RECI): Manager presentation and Q&A

Hardman & Co summarises two Real Estate Credit Investments webinars in which the fund’s leadership discusses its lending strategy, risk controls and the structural changes affecting real estate pricing...

Drax Group Delivers Results Ahead of Expectations, Says Longspur Research

Drax Group delivers results ahead of expectations as Longspur Research highlights record generation, stronger balance sheet and growing flexible energy opportunities...

Diversified Energy Delivers Strong FY25 Results With EBITDA Beat And New Acquisition, Tennyson Securities

Diversified Energy posts strong FY25 results with EBITDA beat, record production and Sheridan acquisition, according to latest research note from Tennyson Securities...

Touchstone Exploration Reserve Upgrade and Valuation Gap Highlighted in Latest Cavendish Research

Touchstone Exploration reserves update shows PDP growth and key catalysts, with Cavendish highlighting valuation disconnect in its latest note...

Corero Research: Edison Analyses the Investment Case and Significant Valuation Upside

Corero Network Security targets market share gains as Edison highlights subscription growth, expanding partnerships and valuation upside in latest research note...

Chesnara Plc: A positive expansion in Benelux

Chesnara’s acquisition of Scottish Widows Europe broadens its geographic reach into Luxembourg and adds €1.7bn of AuA. The transaction is expected to generate €250m in future cash, supports long-term value..
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Broker Notes, Comments and Analysis

Pharos Energy looks well placed for 2026, says Auctus Advisors

Pharos Energy enters 2026 with steady guidance, higher dividends, active Vietnam drilling and visible valuation upside, according to Auctus...

Quadrise keeps key trial programmes moving as partners stay engaged, Shore Capital

Quadrise advances MSC, Cargill and OCP trial plans as Shore Capital highlights steady progress, partner commitment and a £4.0 million cash balance...

Corero Network Security sees target price lifted to 20p by Canaccord Genuity

Corero Network Security receives a higher 20p target price from Canaccord Genuity after stronger ARR and improving FY26 growth visibility...

Ruffer Investment Company’s strong performance highlighted in latest research

Strong returns across varied market conditions, with effective downside protection supporting consistent outcomes...

Marks & Spencer regains momentum as recovery story builds, Shore Capital

Marks & Spencer shows improving momentum and recovery potential, according to Shore Capital, with stronger Food sales and optimistic FY27 outlook...

JPMorgan European Discovery Trust: Latest Research highlights strong returns

Recent performance shows JEDT ahead of its benchmark, with NAV and share price growth supported by disciplined stock picking and improving small-cap conditions...

ICG Enterprise Trust Shareholder seminar 2026: resilience and growth

The 2026 seminar highlighted double-digit EBITDA growth, active portfolio management, and strong liquidity. With a focus on defensive private equity and shareholder returns, ICGT combines long-term outperformance with an unusually wide discount to NAV...

Finsbury Growth & Income Trust reflects on strategy at 100-year milestone

Finsbury Growth & Income Trust marks its centenary, investors reaffirm support for Nick Train’s long-standing quality-focused investment approach despite a recent period of weaker relative performance...

Rockhopper Exploration Gains Momentum as Canaccord Genuity Raises Rating to BUY

Rockhopper Exploration receives BUY rating from Canaccord Genuity as Sea Lion project financing and development progress strengthen the company outlook...

RM Plc Makes Strategic Progress as Growth Plans Gather Pace, Singer Capital Markets

RM Plc shows improving profitability and strategic focus as Singer Capital Markets highlights strong growth potential and a Buy rating...

Sintana Energy Advances Offshore Uruguay Exploration With Major Seismic Campaign, Cavendish

Sintana Energy begins major offshore Uruguay seismic campaign covering 4,300 km², according to latest Cavendish research note by analyst James McCormack...

Real Estate Credit Investments (RECI): Manager presentation and Q&A

Hardman & Co summarises two Real Estate Credit Investments webinars in which the fund’s leadership discusses its lending strategy, risk controls and the structural changes affecting real estate pricing...

Drax Group Delivers Results Ahead of Expectations, Says Longspur Research

Drax Group delivers results ahead of expectations as Longspur Research highlights record generation, stronger balance sheet and growing flexible energy opportunities...

Diversified Energy Delivers Strong FY25 Results With EBITDA Beat And New Acquisition, Tennyson Securities

Diversified Energy posts strong FY25 results with EBITDA beat, record production and Sheridan acquisition, according to latest research note from Tennyson Securities...

Touchstone Exploration Reserve Upgrade and Valuation Gap Highlighted in Latest Cavendish Research

Touchstone Exploration reserves update shows PDP growth and key catalysts, with Cavendish highlighting valuation disconnect in its latest note...

Corero Research: Edison Analyses the Investment Case and Significant Valuation Upside

Corero Network Security targets market share gains as Edison highlights subscription growth, expanding partnerships and valuation upside in latest research note...

Chesnara Plc: A positive expansion in Benelux

Chesnara’s acquisition of Scottish Widows Europe broadens its geographic reach into Luxembourg and adds €1.7bn of AuA. The transaction is expected to generate €250m in future cash, supports long-term value growth, and leaves 2026 forecasts and dividend expectations intact...
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Broker Notes, Comments and Analysis

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