Broker notes, analysis and comments
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..
tinyBuild plc (LON:TBLD) – Solid results, strong pipeline, rising resilience and high-value acquisition: Revenue was $18.6m, in line with expectations. H1 revenue represents 38% of our full year forecast, indicating an..
Pendragon plc (LON:PDG) has announced interim results for the six months to 30 June 2021, which are ahead of guidance and our expectations. The Group has made strong progress in..
Epwin Group plc (LON:EPWN) half year pre-close trading update six weeks ago led to a c. 20% increase in ZC FY21 profit expectations. Today’s interim results confirm that trading has..
With UK Pensions Awareness Day taking place on 15 September 2021, in this note, we explore the reasons why PE, and ICG Enterprise Trust plc (LON:lCGT) in particular, may be..
Last week Lookers plc (LOOK) announced a record set of H1 results for the six months to 30 June 2021. Underlying PBT was £50.3m, versus an underlying loss of £36.5m..
Oakley Capital Investments Limited (LON:OCI) results were strong, with i) an annual total NAV return of 26% (11% in six months), ii) average annual portfolio company EBITDA growth of 35%..
1H21 results from Neodecortech (NDT) confirmed the trend of the first quarter. Revenue was up 41% vs. 1H20, but, more tellingly, it was up 21% vs. 1H19, demonstrating the strength..
Xpediator plc (LON:XPD) has reported strong H1 earnings with revenue up c.27% and adjusted PBT up c.74%; results were in line with our estimates. Revenue growth was strong across all..
Yew Grove REIT plc (LON:YEW) invests in office and industrial assets in the Republic of Ireland (RoI). RoI was the best-performing European economy in 2020, with inward investment from multinationals,..
BBGI Global Infrastructure SA (LON:BBGI) is a diversified social infrastructure investment company, registered in Luxembourg, and a FTSE 250 constituent. Its portfolio consists of long-term and low-risk essential social infrastructure..
Flowtech Fluidpower plc (LON:FLO) interim results to 30th June are in line with the comprehensive trading update (8th August) showing a good recovery in underlying demand from pandemic hit H1 ‘20. Revenue..
Ulisse BioMed (UBM) has developed three technology platforms that offer great potential, having wide applications in molecular diagnostics and immunoassay. Its most developed product – a polymerase chain reaction (PCR)..
Recent news from Symphony Environmental plc (LON:SYM) has been positive. In mid-July, the Group said that trading for the interim period had been strong. Separately, Symphony received U.S. Food and..
Surface Transforms plc (LON:SCE) has announced another contract win. The Group will provide discs for OEM 5, an existing customer, for an upgraded model of an ICE vehicle with start-of-production..
