Broker notes, analysis and comments
In this note, we analysis Real Estate Credit Investments Ltd (LON:RECI) French exposures, which now account for 37% of commitments and three of the top-10 commitments. In particular, we review..
Cornerstone FS plc (LON:CSFS) is a provider of forex, payment and currency risk management services, with a focus on small and medium-sized enterprises (SMEs) internationally. Central to our investment case..
CentralNic Group plc (LON:CNIC) announced that trading year to date is above expectations. We upgrade our 2022 revenue and EBITDA forecasts by 15% and 4%, respectively. The company announced two..
Following the strengths in education investments reported in Oakley Capital Investments Limited (LON:OCI) January trading statement, we note that the sector’s attractions include i) structural growth, ii) defensive revenue, iii)..
Cizzle Biotechnology plc (LON:CIZ), focused on cancer diagnostics, was spun out of the University of York to exploit the biomarker, variant CIZ1b, for early detection of different forms of lung..
As we outlined in our initiation, Fidelity Japan Trust plc (LON:FJV) has a long-term track record of outperforming UK markets, UK-listed competition, UK open-ended peers and Japanese benchmarks. The main..
CyanConnode Holdings plc (LON:CYAN) shipped 455,000 modules and 3,100 gateways in the first nine months, compared with 481,000 for the whole of FY21. 9M22 revenue came in at £6.8m, up..
Fintel plc (LON:FNTL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk Interviews. Robin talks us through the key points in the company pre-close..
Xpediator plc (LON:XPD) has issued a pre-close update for the year-end. Trading was strong through H2, and full year revenue will exceed £300m vs. our estimate for c.£250m. More importantly,..
Guild eSports plc (LON:GILD) 2021 results: Revenue was £1.9m, consisting of £1.0 Sponsorship, £0.7m Prize money and £0.2m Other revenue. PBT loss was £8.8m as the company scaled up operations...
Surface Transforms plc (LON:SCE) has provided a brief pre-close and operational update. Revenue for 2021a grew by 20% to £2.4m (2020a: £2m and versus guidance of “under £3m”). Gross cash..
Transformation complete: Zeus Capital believes the strategic change programme unveiled by DWF Group plc (LON:DWF) management in July 2020 has been successfully executed. The business model has been streamlined with..
Fintel plc (LON:FNTL) trading update confirmed its 2021 results will meet or exceed expectations, the company is making “significant strategic progress” and is financially strong: 5% core revenue growth to..
Devolver Digital Inc (LON:DEVO) 2021 results demonstrate the strong growth potential ahead of the business. We estimate Devolver delivered 32% organic growth in 2021, well above peers. This positions the..
Van Elle Holdings plc (LON:VANL) has announced a strong set of interim results for the six months to 31 October 2021. Activity in its core markets is recovering well and..
Anemoi International Ltd (LON:AMOI) has acquired id4, a Swiss-based, young but fast-growing developer of RegTech software solutions for small- and mid-sized financial institutions. With an advanced modular product platform and..
Strix Group plc (LON:KETL) has confirmed that FY21 results are in line with market expectations. ZC estimates were top end of consensus, as a result we take the opportunity to..
Goodbody Health Inc. (AQSE:GDBY) is the topic of conversation when Arden Partners‘ Head of Research Andrew Simms caught up with DirectorsTalk for an exclusive interview. Q1: How do you see..
tinyBuild plc (LON:TBLD) delivered a strong 2021 trading update. Results are expected to be ahead of expectations, with strength in both new releases and the back catalogue. Outperformance was driven..
Staffline Group plc (LON:STAF) has released a positive FY21 trading update with underlying operating profit expected to double versus the prior year and net cash of £6.9m at the period..
