Broker notes, analysis and comments
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..
International Biotechnology Trust plc (LON:IBT) was established in 1994 to provide institutional and retail investors with the opportunity to participate in global biotechnology and life science companies, from venture-stage development..
Symphony Environmental Technologies plc (LON:SYM) has announced an exclusive supply agreement for its d2p (designed-to-protect) antimicrobial technology with a major customer. Grupo Bimbo (NASDAQ: BIMBOA) is one of the largest..
We think Gooch & Housego is attractive at the current share price and initiate research coverage with a valuation of 1,150p, indicating c.30% potential upside. Manufacturing is gradually recovering from..
Vertu Motors plc (LON:VTU) has released an AGM Trading update that communicates a continuation of the strong trading announced on 11 May. The trends of constrained supply and high margins..
Van Elle Holdings plc (LON:VANL) has announced an appointment to the Piling framework for the West of Leeds section of the Transpennine Route Upgrade (TRU), a major programme of rail..
SysGroup plc (LON:SYS) is an award-winning provider of managed IT services, cyber security, cloud hosting and IT consultancy. The Group offers investors an attractive business model with high recurring revenue..
AFC Energy plc (LON:AFC) has signed an agreement with another leading UK construction/infrastructure player, this time in Kier Group. We believe this further endorses our long term thesis that AFC..
Inchcape plc (LON:INCH) has released another positive trading update, with performance exceeding expectations so far this year. This follows on from a positive Q1 update on 28 April. Through quarterly..
¨ Q1 financial highlights: Boohoo Group plc (LON:BOO) revenue of £445.7m is -8.3% YOY vs. a strong comp (Q1 FY22 revenue +32.1%), in line with Zeus’s forecast and management’s previously..
