Broker notes, analysis and comments
Kenmare Resources plc (LON:KMR) provided a trading update for the full year and fourth quarter ending 31 December 2021 and production guidance for FY 2022 last week. DirectorsTalk caught up..
Likewise Group plc (LON:LIKE) announced (15thDecember 2021) the acquisition of Valley Wholesale Carpets (VWC) for a maximum consideration of £30.0m. The business expands the company’s footprint through its operations in..
Zeus Capital provides its Technology Quarterly Review for Q1 2022. All subsectors de-rated in the quarter, largely driven by companies specific issues. Top share price performance was led by rebounds..
Symphony Environmental plc (LON:SYM) has provided a pre-close update for the full year. Results missed our estimates mainly due to one-off factors outside of the Group’s control. Hence, sales were..
Kenmare Resources plc (LON:KMR) is the topic of conversation when we caught up with Peel Hunt Mining Research Analyst Peter Mallin-Jones. Q. How will the tender offer impact the company?..
AFC Energy plc (LON:AFC) update expresses confidence in achieving published FY22 revenue forecasts and reveals a new Hybrid Fuel Cell. The update summarises the group’s agreements with ABB, Urban-Air Port,..
Devolver Digital Inc (LON:DEVO) is an award-winning, high-profile video game publisher and developer that consistently publishes highly-rated indie games and is backed by industry pioneers: 1) Devolver was named 2021..
tinyBuild plc (LON:TBLD) announced that Hello Neighbor 2 (NH2) will be available for pre-order on 7 April 2022. Based on the growing popularity of other titles in the Hello Neighbour..
Vertu Motors plc (LON:VTU) has released a trading update increasing FY22 underlying PBT guidance to “no less than £70m”, up from prior guidance of “at least £65m”. This was driven..
Bank North has now raised c.£30m of capital and secured its banking licence (24 August 2021). What was an uncertain “jam tomorrow” story will soon be generating income. Bank North..
Cizzle Biotechnology Holdings 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..
In this note, we demonstrate how the strength of Pantheon International plc (LON:PIN) primary platform and the active management of its portfolio add value in the attractive secondary (30% of..
Palace Capital plc (LON:PCA) 15 November interim results have led us to upgrade our profit and dividend forecasts modestly. Commercial property income is robust, and Hudson Quarter (HQ) residential profit..
International Biotechnology Trust plc (LON:IBT) was established in 1994 to provide institutional and retail investors with the opportunity to participate in global biotechnology and life science companies, from venture-stage (via..
This note analyses the unique advantages that Intermediate Capital Group (ICG plc) has brought to ICG Enterprise Trust plc (LON:ICGT) since becoming the manager in 2016 and contributing to the..
Life assurance consolidators should be boring most of the time, perhaps apart from when they do some M&A. Operationally, Chesnara Plc (LON:CSN) has been close to achieving that, although recent..
Cornerstone FS plc (LON:CSFS) is a provider of foreign exchange (forex), payment and currency risk management services, with a focus on small and medium-sized enterprises (SMEs) internationally. As one of..
Zeus Capital visited Esken Ltd (LON:ESKN) wood biomass storage and processing operations at the Tilbury renewables energy power plant. The company, through its Stobart Energy unit, is the leading supplier..
In this note, we explore three aspects of Volta Finance plc (LON:VTA) portfolio, highlighting their simplification – simplified. Firstly, unless there is a compelling, opportunistic case, new investments will be..
