Broker notes, analysis and comments
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,..
In Analysts’ corner, DirectorsTalk brings you exclusive professional opinions from five of the leading equity research analysts on five companies listed on the London Stock Exchange. Symphony Environmental Technologies plc (LON:SYM)..
Phunware Inc (NASDAQ:PHUN) is a high-growth business selling technologies to enterprises to enhance their engagement with customers over mobile platforms. Its vision is far greater, revolving around a cryptocurrency-based ecosystem..
¨ Financial performance: Boohoo Group plc (LON:BOO) revenue of £1,982.8m is +13.6% YOY and +41.3% versus FY20, representing significant market share gains versus global apparel markets that remain below pre-pandemic..
Ferro-Alloy Resources (LON:FAR) is the topic of conversation when DirectorsTalk MD, Darren Turgel, caught up with Yuen Low, Equity Research Analyst, at Liberum. Q1. What are the key highlights from..
Union Jack Oil plc (LON:UJO) is the topic of conversation when DirectorsTalk MD Darren Turgel caught up with Dan Slater, Arden Partners Head of Energy. Union Jack has released a..
Inchcape plc (LON:INCH) Q1 trading update last week showed a strong start to the year, with revenue up 13% organically vs. Q1 2021. We upgrade our FY22 underlying PBT forecast..
Goodbody Health Inc. is the topic of conversation when DirectorsTalk Interviews Managing Director Darren Turgel caught up with Colin Smith, Director of Equity Research at Arden & Partners. What has..
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. What stood out..
Chris Tennant, co-portfolio manager of Fidelity Emerging Markets (LON:FEML), tells Edison how Fidelity manages its portfolio in a geopolitically disturbed environment, and what opportunities and challenges the team is discovering...
City of London Investment Group plc (LON:CLIG) has announced its trading update for 3Q’22. It has been a tough quarter, with the Russia/Ukraine conflict leading to weakness in markets, albeit..
Inchcape plc (LON:INCH) has delivered a strong start to the year, showing 13% Q1 organic revenue growth, a recent Distribution acquisition in Chile as well as the sale of the..
Fidelity Emerging Markets Limited (LON:FEML) is the topic of conversation when Edison Group’s Investment Director Victoria Chernykh caught up with DirectorsTalk for an exclusive interview. Q1: How does Fidelity Emerging..
Surface Transforms plc (LON:SCE) has hosted a Capital Markets Day and site visit to its Knowsley, Merseyside, factory. We last visited about a year ago and the transformation is significant...
On 24 March, Surface Transforms PLC (LON:SCE) announced a further major multi-year contract from OEM 8. This contract is its largest to date, and brings an additional ca.£70m lifetime sales..
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..
