Broker notes, analysis and comments
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..
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..
