Broker notes, analysis and comments
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..
SpaceandPeople plc (LON:SAL) secures, sells, and manages flexible space for promotions and marketing in high footfall venues for its customers, including in shopping centres and travel hubs. As expected, trading..
Publication of international factory list: Today’s publication of Boohoo Group plc (LON:BOO) international factory list meets its pledge for full supply chain transparency within 12 months of the Independent Review..
First half performance indicates that the turnaround is almost complete with Safestyle UK plc (LON:SFE) reporting the best half year financial performance since H2 2017. Revenue of £73.0m is up..
Over five years, Fidelity European Trust plc (LON:FEV) has outperformed UK markets, UK listed competition and European benchmarks. It “follows the money” using detailed research, leveraging Fidelity’s global capabilities, to..
Fintel plc (LON:FNTL) interims are in line with its July trading update which (i.e. 10% revenue growth and 12% EBITDA growth) and provided colour on the impact of recent strategic..
Dekel Agri-Vision Plc (LON:DKL), the West Africa-focused agriculture company, on Tuesday announced its interim results for the six months ended 30 June 2021. DirectorsTalk Interviews caught up with Theo Bache,..
City of London Investment Group plc (LON:CLIG) has issued its annual report for FY’21. While the headline figures remain impressive after the Karpus transaction last October, it is some of..
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..
Fidelity China Special Situations plc (LON:FCSS) offers investors a one-stop shop, providing their portfolios with a diverse Chinese exposure across stocks, sectors, market capitalisations and unlisted companies, all based on..
Diurnal Group plc (LON:DNL) is a commercial-stage specialty pharmaceutical company focused on diseases of the endocrine system. Its drugs target conditions where medical need is currently unmet, with the aim..
Tatton Asset Management plc (LON:TAM) has signed a 5 year distribution partnership with Fintel and agreed to acquire Fintel’s Verbatim Funds for £5.8m cash consideration of which £2.8m is on..
