Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Rockhopper Exploration Gains Momentum as Canaccord Genuity Raises Rating to BUY

Rockhopper Exploration receives BUY rating from Canaccord Genuity as Sea Lion project financing and development progress strengthen the company outlook...

RM Plc Makes Strategic Progress as Growth Plans Gather Pace, Singer Capital Markets

RM Plc shows improving profitability and strategic focus as Singer Capital Markets highlights strong growth potential and a Buy rating...

Sintana Energy Advances Offshore Uruguay Exploration With Major Seismic Campaign, Cavendish

Sintana Energy begins major offshore Uruguay seismic campaign covering 4,300 km², according to latest Cavendish research note by analyst James McCormack...

Real Estate Credit Investments (RECI): Manager presentation and Q&A

Hardman & Co summarises two Real Estate Credit Investments webinars in which the fund’s leadership discusses its lending strategy, risk controls and the structural changes affecting real estate pricing...

Drax Group Delivers Results Ahead of Expectations, Says Longspur Research

Drax Group delivers results ahead of expectations as Longspur Research highlights record generation, stronger balance sheet and growing flexible energy opportunities...

Diversified Energy Delivers Strong FY25 Results With EBITDA Beat And New Acquisition, Tennyson Securities

Diversified Energy posts strong FY25 results with EBITDA beat, record production and Sheridan acquisition, according to latest research note from Tennyson Securities...

Touchstone Exploration Reserve Upgrade and Valuation Gap Highlighted in Latest Cavendish Research

Touchstone Exploration reserves update shows PDP growth and key catalysts, with Cavendish highlighting valuation disconnect in its latest note...

Corero Research: Edison Analyses the Investment Case and Significant Valuation Upside

Corero Network Security targets market share gains as Edison highlights subscription growth, expanding partnerships and valuation upside in latest research note...

Chesnara Plc: A positive expansion in Benelux

Chesnara’s acquisition of Scottish Widows Europe broadens its geographic reach into Luxembourg and adds €1.7bn of AuA. The transaction is expected to generate €250m in future cash, supports long-term value..

Corero Network Security plc On Track with Strong ARR Growth and EBITDA Beat, Says Canaccord Genuity

Corero Network Security plc reports 23% ARR growth and EBITDA beat, latest research note from Canaccord Genuity highlights recovery...

Cora Gold’s £14m Strategic Backing Highlights Sanankoro Potential, Says Cavendish

Cora Gold (LON:CORA) has taken a step forward in its development journey, with fresh backing that could help accelerate its flagship Sanankoro project in southern Mali. According to the latest..

Ampeak Energy Welcomes New Strategic Shareholder in Positive Step Forward, says Longspur Research

Ampeak Energy welcomes new major shareholder as Longspur Research highlights valuation range and growing battery storage focus...

Drax Group’s Second Tolling Agreement Builds Momentum In Battery Storage, says Longspur Research

Drax Group signs second BESS tolling agreement as Longspur Research lifts valuation to 1093p on strengthened flexibility strategy...

accesso Technology Group: New payments’ strategy unveiled

accesso Technology Group has chosen Adyen as its long-term global fintech partner, enabling embedded, enterprise-grade payments across its platform...

Norcros plc Offers Significant Upside as Strategic Progress Continues, Shore Capital

The latest research note from Shore Capital highlights growing confidence in Norcros plc (LON:NXR), as the Group continues to demonstrate resilient trading and disciplined strategic execution. Shore Capital has been..

Sintana Energy Initiated at Buy with 62p Target Price, Cavendish Highlights “Walking amongst giants” Opportunity

Sintana Energy initiated at Buy by Cavendish with 62p target price, highlighting Mopane upside and strong exploration catalysts...

Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction,..

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

Valeura Delivers Strong Reserve Growth and Upside Potential, Says Auctus Advisors

Valeura Energy delivers 192% reserves-replacement in 2025, prompting Auctus Advisors to raise its target price to C$14.00...
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Funds

Broker Notes, Comments and Analysis

Rockhopper Exploration Gains Momentum as Canaccord Genuity Raises Rating to BUY

Rockhopper Exploration receives BUY rating from Canaccord Genuity as Sea Lion project financing and development progress strengthen the company outlook...

RM Plc Makes Strategic Progress as Growth Plans Gather Pace, Singer Capital Markets

RM Plc shows improving profitability and strategic focus as Singer Capital Markets highlights strong growth potential and a Buy rating...

Sintana Energy Advances Offshore Uruguay Exploration With Major Seismic Campaign, Cavendish

Sintana Energy begins major offshore Uruguay seismic campaign covering 4,300 km², according to latest Cavendish research note by analyst James McCormack...

Real Estate Credit Investments (RECI): Manager presentation and Q&A

Hardman & Co summarises two Real Estate Credit Investments webinars in which the fund’s leadership discusses its lending strategy, risk controls and the structural changes affecting real estate pricing...

Drax Group Delivers Results Ahead of Expectations, Says Longspur Research

Drax Group delivers results ahead of expectations as Longspur Research highlights record generation, stronger balance sheet and growing flexible energy opportunities...

Diversified Energy Delivers Strong FY25 Results With EBITDA Beat And New Acquisition, Tennyson Securities

Diversified Energy posts strong FY25 results with EBITDA beat, record production and Sheridan acquisition, according to latest research note from Tennyson Securities...

Touchstone Exploration Reserve Upgrade and Valuation Gap Highlighted in Latest Cavendish Research

Touchstone Exploration reserves update shows PDP growth and key catalysts, with Cavendish highlighting valuation disconnect in its latest note...

Corero Research: Edison Analyses the Investment Case and Significant Valuation Upside

Corero Network Security targets market share gains as Edison highlights subscription growth, expanding partnerships and valuation upside in latest research note...

Chesnara Plc: A positive expansion in Benelux

Chesnara’s acquisition of Scottish Widows Europe broadens its geographic reach into Luxembourg and adds €1.7bn of AuA. The transaction is expected to generate €250m in future cash, supports long-term value growth, and leaves 2026 forecasts and dividend expectations intact...

Corero Network Security plc On Track with Strong ARR Growth and EBITDA Beat, Says Canaccord Genuity

Corero Network Security plc reports 23% ARR growth and EBITDA beat, latest research note from Canaccord Genuity highlights recovery...

Ampeak Energy Welcomes New Strategic Shareholder in Positive Step Forward, says Longspur Research

Ampeak Energy welcomes new major shareholder as Longspur Research highlights valuation range and growing battery storage focus...

Drax Group’s Second Tolling Agreement Builds Momentum In Battery Storage, says Longspur Research

Drax Group signs second BESS tolling agreement as Longspur Research lifts valuation to 1093p on strengthened flexibility strategy...

accesso Technology Group: New payments’ strategy unveiled

accesso Technology Group has chosen Adyen as its long-term global fintech partner, enabling embedded, enterprise-grade payments across its platform...

Sintana Energy Initiated at Buy with 62p Target Price, Cavendish Highlights “Walking amongst giants” Opportunity

Sintana Energy initiated at Buy by Cavendish with 62p target price, highlighting Mopane upside and strong exploration catalysts...

Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction, developer-focused portfolio and is available free to UK investors...

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

Valeura Delivers Strong Reserve Growth and Upside Potential, Says Auctus Advisors

Valeura Energy delivers 192% reserves-replacement in 2025, prompting Auctus Advisors to raise its target price to C$14.00...
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Broker Notes, Comments and Analysis

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