Broker notes, analysis and comments
tinyBuild Inc (LON:TBLD) is the topic of conversation when Bob Liao talks to DirectorsTalk. The company AGM statement indicates strong progress on agreements with distributors, mining the back catalogue and..
Oncimmune Holdings plc (LON:ONC) announced a new contract with the Dana-Farber Cancer Institute (Harvard Medical School affiliate based in Boston, US) whereby the latter will utilise Oncimmune’s proprietary SeroTagTM ‘biomarker..
City of London Investment Group plc (LON:CLIG) has announced its final trading update for FY’21. The year has shown dramatic progress. The merger with Karpus has been complemented by strong..
A new partnership with Alshaya Group in the Middle East, building on Debenhams established store presence in the region, the launch of a new local Debenhams eCommerce platform and providing..
Accrol Group Holdings plc (LON:ACRL) has delivered a solid set of FY results, which were well flagged at the adjusted EBITDA level, but outperformed our adjusted EPS by 1.7%. We..
Over five years, Fidelity Japan Trust plc (LON:FJV) has outperformed UK markets, UK-listed competition, UK open-ended peers and Japanese benchmarks. The main driver has been FJV’s investment process, flexible mandate..
Darren Turgel MD at DirectorsTalk caught up with Colin Grant an Analyst at Davy discussing Kenmare Resources Plc (LON:KMR) recent quarter production figures. Q. What were the key highlights in..
JPMorgan Japan Small Cap Growth and Income Trust plc (LON:JSGI) offers exposure to the high growth potential in small and mid-cap Japanese equities as well as a significant income pay-out,..
Ilika plc (LON:IKA) is the topic of conversation when Clean-tech Equities Specialist at Baden Hill, Dr Tom McColm joins DirectorsTalk. Tom talks us through the company full-year results for the..
Lookers plc (LOOK) has announced a third upgrade to 2021 forecasts following stronger than expected trading so far this year. As a result, we are lifting our current year forecast..
International Biotechnology Trust Plc (LON:IBT) was established in 1994 to provide institutional and retail investors with the opportunity to participate in global biotechnology and life science companies, from early-stage development..
What’s new: Purplebricks Group plc (LON:PURP) “Money back guarantee” will be the focus of market attention: its full year results are suitably ahead of its pre-close update in May: ▪..
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..
Marshall Motor Holdings plc (LON:MMH) management has provided another positive trading update following on from the AGM statement in May. The market demand for new and used cars remains strong..
Palace Capital plc (LON:PCA) March 2021 annual results were ahead of our expectations; notably, rent was £17.3m vs. our estimated £16.4m. FY20 rent stood at £18.3m, excluding a lease surrender..
CyanConnode Holdings plc (LON:CYAN) has announced a non-binding Memorandum of Understanding (MOU) with IntelliSmart, a partially state-owed entity that is at the centre of the smart meter rollout programme in..
How these returns were delivered: Our September 2020 note Defensive growth: explaining downside resilience noted why PE outperforms in downturns. ICG Enterprise Trust plc (LON:ICGT) further reduces risk with a..
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). Feraccru®/Accrufer® has been..
Oakley Capital Investments Limited (LON:OCI) hosted its annual Capital Markets day on 18 May 2021. With presentations from Oakley Capital and investee companies, as well as Q&A, including the OCI..
Miton UK MicroCap Trust plc (LON:MINI) is the topic of conversation when Callum Stokeld Investment Trust Research Analyst at Kepler joins DirectorsTalk. Callum explains the MINI strategy, considerations around stock..
