Broker notes, analysis and comments
CyanConnode Holdings plc (LON:CYAN) is awaiting news with respect to the first large tranche of smart meter contracts in India, for which it is an established supplier of intelligent communications..
On 1 April 2022, Fidelity Asian Values plc (LON:FAS) manager, Nitin Bajaj, joined Hardman & Co for a wide-ranging Q&A session, which we review in this note. It gives investors..
The key message from the 2021 results is that Arbuthnot Banking Group plc (LON:ARBB) is back to profitable growth with an interest-rate-upside kicker. End-2021 assets were at the levels management..
BlackRock Greater Europe Investment Trust plc (LON:BRGE) has two co-managers: Stefan Gries, since June 2017, covering developed European markets, and Sam Vecht, since the fund’s launch in September 2004, covering..
Lookers plc (LON:LOOK) has announced FY21 results that show record underlying PBT of £90.7m, 5.3% above our forecast of £86.2m. The outlook is suitably cautious given current supply constraints and..
Epwin Group plc (LON:EPWN) traded strongly into the year-end, with FY21 underlying EBIT and PBT ahead of Zeus forecasts by 5.8% and 3.9% respectively. The Group has actively managed significant..
Xpediator plc (LON:XPD) has announced strong earnings for 2021a, beating our PBT estimate. Revenue was up 34% at c.£297m and adjusted PBT was up 25% to £9.1m. PBT was c.4%..
Likewise Group plc (LON:LIKE) has released a trading update stating that performance in the first three months of FY22 was ahead of internal budgets. Valley Wholesale Carpets, acquired on 14..
Strix Group plc (LON:KETL) FY21 results released this morning show a strong Group revenue performance of 25.3% growth yoy to £119.4m (FY20: £95.3m). On a constant currency basis revenue increased..
Following the release of Strix Group PLC (LON:KETL) results, David Larkam, Analyst at leading investment research and consultancy firm Edison Group told DirectorsTalk Interviews: “Strix Group PLC performed well in..
Altitude Group plc (LON:ALT) is a leading online marketplace and service provider in the promotional products industry. The Group has two distinct business segments: (i) its Services division, AIM Smarter..
tinyBuild plc (LON:TBLD) outperformed earnings expectations and has reacted quickly and effectively to the crisis in Ukraine. All staff have been moved out of the riskiest areas. The company’s strong..
Union Jack Oil plc (LON:UJO) a UK focused onshore hydrocarbon production, development and exploration company, on Monday 28th announced that material landmark net revenues of US$4 million have been achieved..
Kenmare Resources plc (LON:KMR) announced its preliminary results for the twelve months to 31st December 2021 on Wednesday 23 March 2022. DirectorsTalk Managing Director, Darren Turgel, caught up with Roger..
Dialight plc (LON:DIA), the global leader in sustainable LED lighting for industrial applications, have now published its full year results for the year ended 31 December 2021. DirectorsTalk Managing Director..
Kenmare Resources plc (LON:KMR) announced its preliminary results for the twelve months to 31st December 2021. DirectorsTalk Managing Director Darren Turgel caught up with Peel Hunt Research Analyst, Peter Mallin-Jones,..
Surface Transforms plc (LON:SCE) has signed a c.£100m contract with existing customer OEM 8. This replaces the previously announced contract from September 2020 which was worth £27.5m. OEM 8 is..
Big Technologies plc (LON:BIG) 2021 full year results reveal high, technology-driven growth, margin benefits from scale and a strong and resilient outlook. We believe the recent share price decline is..
Pendragon plc (LON:PDG) has released a strong set of results for the year to 31 December 2021. Underlying PBT (excl. US Motor) was £84.4m, 5.3% ahead of our £80.2m forecast...
Kenmare Resources plc (LON:KMR) announced its preliminary results for the twelve months to 31st December 2021. DirectorsTalk caught up with Davy Research Analyst Colin Grant to discuss its latest results...
