Broker notes, analysis and comments
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..
Inchcape plc (LON:INCH) has delivered a strong Q3 trading update with revenues 2% below pre pandemic revenues and margin strength continuing into the period as supply shortages start to bite...
BlackRock Latin American Investment Trust plc (LON:BRLA) is the topic of conversation when Sarah Godfrey, Investment Companies Director at Edison Group joins DirectorsTalk Interview. Sarah explains why investors should consider..
We see a strong buying opportunity in tinyBuild Inc (LON:TBLD) after an unwarranted decline in its share price. Shares have fallen 29% since 14 September (after H1 results) despite company..
Alongside the multiple new contracts signed in fiscal 1H, CyanConnode Holdings plc (LON:CYAN) smart meter intelligent module shipments continued to accelerate during the period. 315,000 modules were shipped, versus 92,000..
Tissue Regenix Group plc (LON:TRX) is focused on the development and commercialisation of two proprietary processing technologies for the repair of soft tissue (dCELL) and bone (BioRinse). It has a..
Pennant International Group plc (LON:PEN) recently announced its Interim Results for the six months ended 30 June 2021. DirectorsTalk Interviews MD Darren Turgel caught up with Director of Institutional Research..
CentralNic Group plc (LON:CNIC) announced a highly accretive acquisition of a publishing network. The acquisition should add reliable revenue, expand margins and increase market share for the Online Marketing division...
Filta Group plc (LON:FLTA) announced 1H’21 results in line with expectations. Our forecasts are largely unchanged. What is even more clear is that the business has performed robustly during COVID-19,..
We have visited Xpediator plc (LON:XPD) new and expanded distribution centre (DC) in the UK Port of Southampton. We believe this is the largest bonded quayside facility in the UK – convenient..
