Broker notes, analysis and comments
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...
Cizzle Biotechnology plc (LON:CIZ), focused on cancer diagnostics, was spun out of the University of York to exploit the biomarker, variant CIZ1b, for the early detection of different forms of..
Kenmare Resources plc (LON:KMR) was the topic of conversation when DirectorsTalk caught up with Davy Research Analyst Colin Grant. Q1. What are the highlights from Kenmare’s Q2 production report? Firstly,..
Serinus Energy plc (LON:SENX) is the topic of conversation when DirectorsTalk Interviews caught up with Daniel Slater, Analyst at Arden Partners to discuss the company. Daniel, what’s happening on the..
tinyBuild plc (LON:TBLD) H1 performance was slightly ahead of expectations despite sector indications of soft demand. The company continues to see strong demand from subscription services and its back catalogue..
Cizzle Biotechnology plc (LON:CIZ), focused on cancer diagnostics, was spun out of the University of York to exploit the biomarker, variant CIZ1b, for the early detection of different forms of..
SpaceandPeople plc (LON:SAL) secures, sells, and manages flexible space for brand experiences, short term promotions and retailing in high footfall venues for its customers, including in shopping centres and travel..
Appreciate Group plc (LON:APP) The FY’22 results beat market expectations and saw strong digital growth, as well as a return to more normal redemption patterns. Unsurprisingly, the shares have reacted..
Symphony Environmental Technologies plc (LON:SYM) has announced new orders and a global expansion of d2p anti-insect technology sales to Rivulis, a global leader in drip irrigation products and solutions. The..
Fidelity Asian Values plc (LON:FAS) performance is driven by stock selection, and that should never be overlooked. However, being in appealing markets gives favourable tailwinds, and, in this note, we..
Inchcape plc (LON:INCH) held the first of its ‘In The Driving Seat’ webinars, highlighting the opportunities in the Americas, one of the Group’s fastest growing regions with compelling structural trends...
Lookers plc (LON:LOOK) has released an H1 trading update reporting a continuation of strong performance year to date. H1 2022 underlying PBT is expected to be c. £45m and Management..
