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Broker Notes, Comments and Analysis

Broker notes, analysis and comments

KEFI

KEFI nears funding line as Tulu Kapi moves into delivery phase

KEFI Gold and Copper has brought Tulu Kapi close to full funding after completing two equity raises and securing shareholder approval, shifting the investment case towards execution, timing and delivery..
Dekel Agri-Vision

Dekel Agri-Vision Q1 Production Update Points To Recovering Volumes, Zeus

Dekel Agri-Vision’s Q1 update shows recovering palm oil volumes, stronger cashew production and unchanged forecasts from Zeus analyst Charlie Cullen...
Afentra Plc

Afentra opportunity opens up as drilling accelerates, Cavendish

Afentra gains momentum as Cavendish highlights funded Angola drilling, potential production growth and a 107p target price in latest note...
Fidelity

Fidelity Special Values finds fresh value in UK small and mid-caps: New Research

Kepler Trust Intelligence says Fidelity Special Values continues to show strong long-term performance, with the trust outperforming the FTSE All-Share over five years...
SEI

Sintana Energy backed by growing Mopane resource, says Cavendish

Sintana Energy gains fresh attention as Cavendish highlights Mopane resource growth, Uruguay momentum and multiple catalysts that could shape 2026...
Pharos Energy

Pharos Energy looks to build on Vietnam and Egypt momentum, Shore Capital

The latest research note from Shore Capital presents a constructive view on Pharos Energy (LON:PHAR), highlighting a business that still has meaningful scope to generate cash flow from its existing..

Hardman & Co

Arbuthnot Banking Group Plc: 2025 lower margins, 2026 profit stability

Hardman & Co highlights that Arbuthnot Banking Group delivered strong growth in deposits, funds under management and specialist lending in 2025, despite a 31% fall in pre-tax profit driven by..
Hardman & Co

Volta Finance: Credit resilience from CLO structure and manager

Volta Finance’s exposure to recent pressure in the loan market appears limited, supported by CLO structural protections, disciplined manager selection and portfolio construction. The shares also trade at a discount..
KEFI

KEFI Gold and Copper funding milestone brings Tulu Kapi into sharper focus, SP Angel

KEFI Gold and Copper secures Tulu Kapi funding, with SP Angel highlighting stronger development visibility, robust project economics and 2028 production targets...
PHAR

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

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

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...
CEQ

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..

RICA

Ruffer Investment Company’s strong performance highlighted in latest research

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

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...

SEI

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 and Spencer

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...
JEDT

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...
Hardman & Co

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..
FGT

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...

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Broker Notes, Comments and Analysis

KEFI

KEFI nears funding line as Tulu Kapi moves into delivery phase

KEFI Gold and Copper has brought Tulu Kapi close to full funding after completing two equity raises and securing shareholder approval, shifting the investment case towards execution, timing and delivery as the Ethiopian gold project moves further into development...
Dekel Agri-Vision

Dekel Agri-Vision Q1 Production Update Points To Recovering Volumes, Zeus

Dekel Agri-Vision’s Q1 update shows recovering palm oil volumes, stronger cashew production and unchanged forecasts from Zeus analyst Charlie Cullen...
Afentra Plc

Afentra opportunity opens up as drilling accelerates, Cavendish

Afentra gains momentum as Cavendish highlights funded Angola drilling, potential production growth and a 107p target price in latest note...
Fidelity

Fidelity Special Values finds fresh value in UK small and mid-caps: New Research

Kepler Trust Intelligence says Fidelity Special Values continues to show strong long-term performance, with the trust outperforming the FTSE All-Share over five years...
SEI

Sintana Energy backed by growing Mopane resource, says Cavendish

Sintana Energy gains fresh attention as Cavendish highlights Mopane resource growth, Uruguay momentum and multiple catalysts that could shape 2026...
Pharos Energy

Pharos Energy looks to build on Vietnam and Egypt momentum, Shore Capital

Hardman & Co

Arbuthnot Banking Group Plc: 2025 lower margins, 2026 profit stability

Hardman & Co highlights that Arbuthnot Banking Group delivered strong growth in deposits, funds under management and specialist lending in 2025, despite a 31% fall in pre-tax profit driven by lower margins and softer one-off activity. The group remains well capitalised, conservatively managed and priced at a steep discount to book value...
Hardman & Co

Volta Finance: Credit resilience from CLO structure and manager

Volta Finance’s exposure to recent pressure in the loan market appears limited, supported by CLO structural protections, disciplined manager selection and portfolio construction. The shares also trade at a discount to NAV, with an 8% of NAV dividend target...
KEFI

KEFI Gold and Copper funding milestone brings Tulu Kapi into sharper focus, SP Angel

KEFI Gold and Copper secures Tulu Kapi funding, with SP Angel highlighting stronger development visibility, robust project economics and 2028 production targets...
PHAR

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

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

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...
CEQ

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

RICA

Ruffer Investment Company’s strong performance highlighted in latest research

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

Ilika Plc Expanding Commercial Opportunities Following Defence Sector Feedback, Cavendish

SEI

Sintana Energy Gains Momentum with PEL 87 Extension, Cavendish

Marks and Spencer

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...
JEDT

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...
Hardman & Co

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...
FGT

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...
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FTSE 100 News

UK Broker Ratings

Broker Notes, Comments and Analysis

Latest Interviews

FTSE 100 News

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News and Interview Alerts

Subscribe Free

Company Presentations

Q&As

Hardman & Co

BrokerTalk

FTSE 100

Funds

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View all Sustainable sectors, Plcs and news >>  

UK Broker Ratings

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