Broker notes, analysis and comments
Fintel plc (LON:FNTL) full year results confirm good progress towards strategic focus: ¨ 5% core revenue growth (target 5% to 7%) with core revenue rising £2.4m to £52.2m and total..
Union Jack Oil plc (LON:UJO) last week announced that the East Riding Planning Committee has approved the planning application for drilling and production at the West Newton A site and..
One of Warren Buffett’s more famous quotes is to “be fearful when others are greedy, and be greedy when others are fearful.” In this note, we explore what is making..
We reviewed Appreciate Group plc (LON:APP) business model in our initiation, Solid core + digital disruption = unique model, published on 1 September 2021, with an update following its interim..
Guild eSports plc (LON:GILD) announced a two-year sponsorship deal with Razer valued at mid six figures USD. Razer will be Guild’s Official Gaming Chair Partner, with 20% of the contract..
FY’21 results from Neodecortech (NDT) confirmed the trend of the first half. Total revenue was up 37% vs. FY’20, but, more tellingly, it was up 33% vs. pre-COVID FY’19, demonstrating..
Oakley Capital Investments Limited (LON:OCI) full-year results were strong, with an annual total NAV return of 35% (three quarters of which was driven by underlying company EBITDA growth of 28%)...
Full year results confirms 2021 was LSL Property Services plc (LON:LSL) most profitable year. Improved profitability in its Surveying division and strong drivers of growth in Financial Services suggest group..
AFC Energy plc (LON:AFC) has signed an agreement with another leading UK construction and engineering Group in Keltbray. This further endorses our long term investment case that AFC will play..
BlackRock Latin American Investment Trust (LON:BRLA) is the topic of conversation when Sarah Godfrey, Director, Investment Trusts at Edison Group joins DirectorsTalk Interviews. Sarah explains why investors should be looking..
Jarvis Securities plc (LON:JIM) announced its results for year ended 31st December 2021 last week. DirectorsTalk MD Darren Turgel caught up with Nick Spoliar Director Institutional Research at WHIreland to..
Advanced Oncotherapy plc (LON:AVO) goal is to deliver an affordable and novel PT system, called LIGHT, based on state-of-the-art technology developed originally at the world-renowned CERN. The company is in..
Boohoo Group plc (LON:BOO) Q4 revenue growth of +7% YOY is ahead of ZC est. of +4.9%. Moderation in growth over FY22 reflects tough prior year comps, with the closure..
Zeus Capital expect Big Technologies plc (LON:BIG) to outperform in the current macro environment. In general, Western sanctions on Russia are reducing corporate sector revenues and rising inflation is squeezing..
Following the Open Orphan plc (LON:ORPH) trading update we caught up with Arden Partners Head of Research Andrew Simms for his thoughts. Open Orphan has released a trading update for..
BlackRock Latin American Investment Trust plc (LON:BRLA) two experienced managers, Ed Kuczma and Sam Vecht, remain positive on the outlook for Latin American equities, with Kuczma commenting that the region..
ICG Enterprise Trust plc (LON:ICGT) reported a further strong quarter of NAV growth to October 2021. One highlight from these results was secondary fund investments. This note reviews the strategic..
We believe a key message from these strong results is that Pantheon International plc (LON:PIN) platform (and so PIN’s investments) gives it the opportunity to capture the best PE opportunities..
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 the US launch..
ICG Enterprise Trust plc (LON:ICGT) reported a further strong quarter of NAV growth to October 2021. One highlight from these results was secondary fund investments. This note reviews the strategic..
