Broker notes, analysis and comments
ICG Enterprise Trust plc (LON:ICGT) reported another strong year, with an NAV per share total return of 24.4%, its 13th consecutive year of double-digit NAV growth. It materially outperformed the..
CMD 2022 tinyBuild plc (LON:TBLD) provided deeper insight into its business by presenting how it manages each step required to release a game from discovery to marketing and distribution. The..
With Bank North having obtained its banking licence and progressing through its mobilisation period, this report updates investors on its rapid lending rollout – currently running better than plan in..
Zeus believes Wincanton plc (LON:WIN) business model is attractive for these inflationary and uncertain times. Over 70% of its logistics contracts are open book, generating modest but steady margins, and..
DWF Group plc (LON:DWF) has announced it is on track to deliver our FY22 adjusted PBT forecast despite some challenges particularly on utilisation during H2. Lock up days also continue..
2021 was a transformational year for Likewise Group plc (LON:LIKE) as it gained scale and became the clear number two player in the floor covering distribution market. Revenue increased 28%..
In previous notes, we have repeatedly outlined why we believe Real Estate Credit Investments Ltd (LON:RECI) shows resilience against inflation, interest rate increases and inflation risk (inter alia, see Experience..
The International Stock Exchange (TISE) had a very strong 2021: revenues were up 19% and profit before tax was up 29%, driven by an increase in listings. These figures were..
CentralNic Group plc (LON:CNIC) published Adjusted EBITDA slightly ahead of previously flagged estimates. The Online Marketing division grew 83% organically, up from 65% growth in 2021. Divisional KPIs indicate both..
Chesnara plc (LON:CSN) has announced its 2021 full-year results. The headline figures are good, with Economic Value earnings of £57.8m. Within this, there were strong positive results from economic variances...
Epwin Group plc (LON:EPWN) AGM statement indicates that trading in the first four months of the year has remained strong and followed the trends seen at the end of the..
On 4 May 2022, Helen Steers, Partner and Manager of Pantheon International plc (LON:PIN), joined Hardman & Co for an open forum discussion about the role of private equity (PE)..
Union Jack Oil plc (LON:UJO) is the topic of conversation when DirectorsTalk Interviews caught up with Arden Partners Research Director Daniel Slater. Union Jack Oil recently published its full year..
Shoe Zone plc (LON:SHOE) H1 results confirm a strong recovery in store sales and a bounce back in profitability, benefitting from 26 weeks of uninterrupted trading. The Group is now..
Xpediator plc (LON:XPD) has re-hired Richard Myson as Group CFO to build back the Board and improve financial management, following various recent senior resignations. This is welcome news. Richard previously..
On a wet day in May, Oakley Capital Investments Limited (LON:OCI) CM Day was a ray of sunshine, explaining how it has delivered the impressive market- and peer-beating 19% NAV..
Serinus Energy plc (LON:SENX) is the topic of conversation when DirectorsTalk caught up with Daniel Slater, Analyst at Arden Partners to discuss its interim results for the three months ended..
Serinus Energy plc (LON:SENX) is the topic of conversation when Shore Capital’s Craig Howie caught up with DirectorsTalk for an exclusive interview. Q1: Serinus Energy published its Q1 2022 results,..
Revolution Beauty Group plc (LON:REVB) has announced full year numbers broadly in line with our forecasts, driven by a record Q4. This is a commendable performance that highlights the resilience..
Ilika plc (LON:IKA) is the topic of conversation when Clean-tech Equities Specialist at Baden Hill, Dr Tom McColm joins DirectorsTalk. Tom discusses the successful conclusion of Ilika’s scale-up study, SOLSTICE,..
