Broker notes, analysis and comments
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..
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,..
