Broker notes, analysis and comments
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..
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®..
Arbuthnot Banking Group plc (LON:ARBB) smashed expectations with underlying 1H’22 profits of £10.7m, which is more than we had forecast for the full year. This was driven by widening margins..
LBG Media plc (LON:LGB) confirms trading for the full year is to be ‘at least’ in line with current consensus, despite a challenging macro environment. The assured outlook reflects strong..
DWF Group plc (LON:DWF): A record year of strategic progress ¨ FY22 Results: Results were well flagged at a trading update in May. Net Revenue of £350.2m is +3.6% YOY,..
Pendragon plc (LON:PDG)’s pre-close trading update for the first half of FY22 shows an expected underlying PBT of c. £33m (H1 FY21: £35.1m). This strong performance is in spite of..
Tissue Regenix Group plc (LON: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..
CentralNic Group plc (LON:CNIC) LTM pro forma revenue growth accelerated again to 62% in Q2 2022, resulting in revenue of $335m and Adjusted EBITDA of $38m in H1. The company..
Foxtons, one of London’s leading estate agencies with more than 50 interconnected branches across London, has signed an agreement to advertise its UK residential sales and letting properties at OnTheMarket..
Kenmare Resources plc (LON:KMR) was the topic of conversation when DirectorsTalk caught up with Peel Hunt Mining Research Analyst Peter Mallin-Jones. Q1. How would you summarise the Q2 results? A1...
