Broker notes, analysis and comments
Oncimmune Holdings plc (LON:ONC) drew attention to the pre-publication of new research demonstrating how the use of its EarlyCDT-Lung Test, for diagnosing early stage lung cancer, has been shown to..
Shield Therapeutics plc (LON:STX) is a commercial-stage pharmaceutical company delivering specialty products that address patients’ unmet medical needs, with an initial focus on treating iron deficiency (ID). Accrufer® has just..
Sportech plc (LON:SPO) has announced plans to return £36m surplus cash to shareholders by way of a tender offer, at 40p for up to 47% of the issued share capital...
Vertu Motors plc (LON:VTU) has delivered another earnings upgrade driven by strong ongoing used car margins, in what is effectively an early delivery of the H1 pre-close update. Dividend payments..
Pantheon International plc (LON:PIN) buyout company sample reported FY’21 weighted average revenue and EBITDA growth of 13% and 20%, respectively, outperforming the MSCI World Index by 23% and 41%. Picking..
The key highlight from 1H’21 is that Arbuthnot Banking Group plc (LON:ARBB) is back on track. To quote from the Chairman’s statement: “The growth trajectory of the loans …. should..
Surface Transforms plc (LON:SCE) has announced a £20m contract with a well-known US automaker to fit carbon ceramic discs to an upgraded model of a leading sports car. Revenue will..
CyanConnode Holdings plc (LON:CYAN) FY’21 results were ahead of market expectations, with all financial metrics showing a sharp improvement. YoY revenue growth was 163%, while the EBITDA loss reduced sharply,..
The publication of Boohoo Group plc (LON:BOO) Economic Impact Report, released yesterday, made clear its commitment to the UK, with plans to invest more than £500m over the next five..
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..
What’s new: Purplebricks Group plc (LON:PURP) is moving its field sales agents to a fully employed status (Area Directors are responsible for specific postcodes, Local Property Partners responsible for carrying..
The key messages we take from Real Estate Credit Investments Ltd (LON:RECI) July quarterly investor update and end-July 2021 factsheet are i) attractive returns from low LTV (average 65%) credit..
Marshall Motor Holdings plc (LON:MMH) has announced an exceptional set of H1 results demonstrating strong market outperformance across the board, hitting record levels of revenue, PBT and gross margin. We..
CyanConnode Holdings plc (LON:CYAN) has this week announced two major new orders, one in India, for 152,000 smart meter modules, and the other in Africa for 100,000 modules. Both are..
Darren Turgel MD at DirectorsTalk caught up with Tom Fraine an Equity Research Analyst at Shore Capital to discuss Quadrise Fuels International plc (LON:QFI) recent announcement on the successful testing of bioMSAR™..
A transformed model: The impressive turnaround in performance reported in FY21A results reflects strong progress made in restructuring DWF Group plc (LON:DWF) to simplify its operating model, and to refocus..
Consumer demand for Escape Hunt plc (LON:ESC) experiential leisure sites has rebounded strongly since reopening. At the same time, the company continues to gain scale with acquisitions outperforming and site..
In our note, ‘Re-Set, Re-Fi, Re-Light my Fire’, published on 5 May 2021, we explored how favourable market conditions mean that CLO vehicles can re-finance debt cheaply. This enhances the..
Inchcape plc (LON:INCH) has delivered a strong set of H1 results, which are 13% ahead of our forecasts at the adjusted PBT level. The Group is seeing strong growth across..
Vertu Motors plc (LON:VTU) has released an unscheduled trading update, delivering another earnings upgrade to 2022E, this time in excess of 30%. This is driven by the strength of the..
