Broker notes, analysis and comments
Serinus Energy plc (LON:SENX) is the topic of conversation when Arden Partners Head of Research Dan Slater caught up with DirectorsTalk Managing Director Darren Turgel for an exclusive interview. Q1:..
Volta Finance Ltd (LON:VTA) is no different from any other investment company in that it identifies when the market has mispriced long-term cashflows. In this note, we examine its success..
Anexo Group plc (LON:ANX) is the topic of conversation when Institutional Research caught up with DirectorsTalk Managing Director Darren Turgel for an exclusive interview. Q1: Anexo Group has this week..
We believe a significant driver to the whole listed PE sector trading at a large discount to NAV is investors’ concerns about whether the NAVs are real and conservative, and..
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). Following launch of Accrufer®..
Chesnara plc (LON:CSN) has announced its 2022 half-year results. With weak equity markets and rising interest rates and credit spreads, the risk asset exposure weighed on results. Economic Value profit..
1H’22 results from Neodecortech (NDT) continued the trend of FY’21. Total revenue was up 20% compared with 1H’21, to a record €103m, demonstrating the continued strength of NDT’s new products..
In this note, we review China’s economic outlook and, in particular, we put the well-publicised COVID-19-related lockdowns into a relative global perspective. The IMF’s July forecast saw China’s real GDP..
Accrol Group Holdings plc (LON:ACRL), the UK’s leading independent tissue converter, is the topic of conversation when DirectorsTalk caught-up with Wayne Brown and Anubhav Malhotra, Equity Research – Consumer analysts at..
Surface Transforms plc (LON:SCE) has reported solid progress at H1 but more importantly signalled significant upgrades to our sales and profit estimates for future years. Due to better-than expected demand..
We are very encouraged by the further significant upgrades following Surface Transforms plc (LON:SCE) interim results announcement. This is over and above the upgrades from August’s new OEM 9 order...
Kenmare Resources plc (LON:KMR) was the topic of conversation when Darren Turgel MD at DirectorsTalk caught up with Colin Grant, Davy Research Analyst to discuss H1 results. Darren asked: Kenmare..
FY’22 was a record year for Pantheon International plc (LON:PIN) in terms of NAV growth, cash generation and investment activity. The period saw valuation gains of 24.4%, nearly double the..
In this note, we review Real Estate Credit Investments Ltd (LON:RECI) track record of taking MTM hits on its bond portfolio in periods of uncertainty, followed by releases in the..
Chesnara plc (LON:CSN) has announced its seventh acquisition in the Netherlands, buying the closed life insurance books of “Conservatrix”. The latter is a life insurance and mortgage provider that filed..
Fulham Shore plc (LON:FUL) has two restaurant brands, which are honed and proven in the sector. There is an opportunity to expand the estate to more than double its size..
Chesnara plc (LONCSN) has announced its seventh acquisition in the Netherlands, buying the closed life insurance books of “Conservatrix”. The latter is a life insurance and mortgage provider that filed..
City of London Investment Group plc (LON:CLIG) has announced its trading update for the final quarter of FY’22. It has been another tough quarter for fund managers, with global markets..
Fintel plc (LON:FNTL), the leading provider of Fintech and support services to the UK retail financial services sector, has released a trading update for the six months to 30 June..
Shoe Zone plc (LON:SHOE) Better than expected demand and further strong margin performance leads to an upgrade in FY22E adjusted PBT from “no less than £8.5m” to “no less than..
