Broker notes, analysis and comments
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..
Serinus Energy plc (LON:SENX) is the topic of conversation when DirectorsTalk caught up with Research Director at Arden Partners Daniel Slater. How would you view Serinus Energy’s progress to-date? The..
CentralNic Group plc (LON:CNIC) announced the acquisition of VGL Verlagsgesellschaft mbH (VGL), Germany’s largest provider of product comparison websites. The acquisition offers opportunities to cross-sell traffic, reduce traffic acquisition costs..
Performance has improved across all regions and Inchcape plc (LON:INCH) is making progress towards the objectives of its Accelerate strategy. We have increased our FY22 and FY23 PBT forecasts by..
Revolution Beauty Group plc (LON:REVB) has announced the acquisition of certain intellectual property assets and inventory of US cosmetics brand BH Cosmetics. BH Cosmetics: Badass with Heart (BH) Cosmetics was..
City of London Investment Group plc (LON:CLIG) has announced its interim results for 1H’22. Having announced a special dividend of 13.5p in its January trading statement, the main interest was..
In this note, we highlight three things that Volta Finance Ltd (LON:VTA) has brought to both UK and European investors since it listed on the UK stock market on 28..
