Broker notes, analysis and comments
Having published a research note on the UK logistics sector Robin Byde research director Zeus capital talks us through the key macro themes he is seeing at the moment. Robin..
Following on from the release of interim results from Serinus Energy plc (LON:SENX) for the three months ended 31 March 2021. DirectorsTalk caught up with Dan Slater, Analyst at Arden..
Cizzle Biotechnology Ltd (LON:CIZ) was identified by Bould Opportunities (Bould) as its preferred target for a reverse takeover. Cizzle is a spin-out from the University of York to exploit the..
BlackRock Latin American Investment Trust plc (LON:BRLA) is the topic of conversation when Sarah Godfrey Director and investment trust analyst at Edison Group joins DirectorsTalk. Sarah explains why given impact..
Fidelity Asian Values plc (LON:FAS) gives investors liquid access to the attractive small-cap Asian market (ex-Japan). Its long-term returns have beaten UK markets, Asian benchmarks, listed peers and open-ended fund..
Nanoco Group plc (LON:NANO) has signed an extension to its development project with a major European customer, under which it is working on a range of materials for a number..
Darren Turgel DirectorsTalk Managing Director caught up with Eiji Saito Portfolio Manager of the JPMorgan Japan Small Cap Growth & Income Fund last week to discuss growth opportunities in digitalisation...
Egdon Resources plc (LON:EDR) has reported interim results for the period ended 31st January 2021. Production of 92boepd was within guidance of 90-100boepd leading to revenue of £0.424m. Net cash..
The key messages we take from Real Estate Credit Investments plc (LON:RECI) April’s quarterly investor update and end-March 2021 factsheet are i) mark-to-market (MTM) writedowns in March 2020 proved overly..
In this note, we explore how favourable market conditions mean that CLO vehicles can re-finance debt cheaply, thus enhancing the value of Volta Finance Ltd (LON:VTA) equity positions, which have..
Amid growing interest from governments around the world in smart technologies, CyanConnode Holdings plc (LON:CYAN) is establishing its presence as a leading global vendor of intelligent communications and metering technologies..
Artificial Solutions (NASDAQ:ASAI): The arrival of the new CEO, Per Ottosson, and the new CFO, Fredrik Törgren, was accompanied by a series of strategic decisions seeking to accelerate new customer..
Inchcape plc (LON:INCH) is the topic of conversation when Zeus Capital´s Head of Research Mike Allen joins DirectorsTalk. Mike explains the Inchcape thesis, changes to forecasts, shares his thoughts on..
Doctor Care Anywhere Group plc (ASX:DOC) Q121 update showed that it continues to grow robustly in 2021, with revenue and consultations up c 260% y-o-y, ending the period with a..
Anexo Group plc (LON:ANX) is the topic of conversation when Arden Partners’ Head of Research Andrew Simms caught up with DirectorsTalk for an exclusive interview. Q1: Andy, Anexo Group has..
Doctor Care Anywhere plc (ASX:DOC) is the topic of conversation when Edison Analyst Brendan D´Souza joins DirectorsTalk. Brendan provides us with an overview of the company, explains why the Telehealth..
TinyBuild Inc (LON:TBLD) is the topic of conversation when Zeus Capital’s Technology Analyst Bob Liao caught up with DirectorsTalk for an exclusive interview. Q1: TinyBuild, it’s had an oversubscribed listing..
City of London Investment Group plc (LON:CLIG) has announced its trading update for 3Q’21. It has been a quarter of steady progress. Markets were supportive, albeit to a lesser degree..
Palace Capital plc (LON:PCA) December 2020 quarter rents showed 92% received; as of the 14 April trading update, 82% of the rents due end-March under the monthly payment plans had..
Filta Group Holdings plc (LON:FLTA) announced FY’20 results in line with expectations. We are not changing the forecasts we published last month. What is clear is that the business has..
