Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Kenmare Resources “Buying opportunities for investors” says Analyst

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..

Japan investment trust JSGI superior performance and competitive dividend

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 well placed and making good progress (Analyst Interview)

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: Another 2021 upgrade

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: Investing in a broad spectrum of the drug industry

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..

Purplebricks Group: Money back guarantee

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: Poised for growth

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 Strong used car market drives record results

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: Dividend recovery ahead of expectations

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: Major announcement in India with IntelliSmart

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..

ICG Enterprise Trust: FY’21 results – blew the roof off, not just the doors

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: Accrufer® launch on schedule

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: 2021 Capital Markets day – proof of the pudding

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, Callum Stokeld discusses strategy, selection and performance

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..

UK Logistics Sector, Clipper Logistics, DX Group, Wincanton, Xpediator (Analyst Interview)

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..

Serinus Energy showed solid OCF generation, expect good spread of newsflow LON:SENX Q&A

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/Bould: Early detection of lung cancer

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 – Is now a good time to invest in Latin America? (Analyst Interview)

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: Grabbing hold of the tiger’s tail

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: Sensing programme moves to next phase

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..

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