Broker notes, analysis and comments
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..
We reviewed Appreciate Group plc (LON:APP) business model in our initiation, Solid core + digital disruption = unique model, published on 1 September. On 23 November, APP released its interim..
Cerillion plc (LON:CER) Chief Executive Officer Louis Hall caught up with Liberum to discuss the sharp acceleration in revenue in FY21, the dynamics between serving increasingly larger customers and increasing..
Revolution Beauty Group plc (LON:REVB) has released H1 results, confirming trading remains in line with full year expectations, despite well flagged input cost pressures. Today’s announcement unveils the roll out..
tinyBuild plc (LON:TBLD) announced the acquisition of Versus Evil, a publisher based in the US, and Red Cerberus, its development services subsidiary in Brazil. Zeus Capital estimate the company is..
CentralNic Group plc (LON:CNIC) growth is accelerating rapidly and benefiting from the trend towards tightening privacy policies. In addition, margins are expected to widen after current investments plateau and the..
Last week Inchcape plc (LON:INCH) held a Capital Markets Day where it communicated the key elements of its Accelerate strategy. Through its two primary growth drivers – distribution excellence (Distribution)..
Over the past fortnight world leaders met in Glasgow for the 26th UN Climate Change Conference, a.k.a COP26. Wednesday 10 November was dubbed ‘Transport Day’ and led to a number..
Tatton Asset Management plc (LON:TAM) has maintained “strong growth across all key metrics of AuM, revenue and profits”. In addition to the 20% growth in AuM to £10.8 billion reported..
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. Over the past two..
The International Stock Exchange (TISE) is a stock exchange based in Guernsey currently specialising in listings, notably for bonds. It has been growing strongly for six years, and is looking..
In this note, we explore Real Estate Credit Investments Ltd (LON:RECI) low sensitivity to a rising rate environment by analysing i) borrower revenue sensitivity, ii) borrower debt sensitivity, iii) RECI’s..
