Broker notes, analysis and comments
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 (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..
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 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..
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 (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 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 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 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 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 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..
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..
