Broker notes, analysis and comments
BBGI Global Infrastructure (LON:BBGI) is a diversified social infrastructure investment company, registered in Luxembourg, and a FTSE-250 constituent. Its portfolio consists of long-term and low-risk essential infrastructure investments, which deliver..
Dekel Agri-Vision plc (LON:DKL) is the topic of conversation when DirectorsTalk caught up with Theo Bache, Research Analyst at Arden Partners to discuss the latest company update. Q. Dekel has..
The key highlights from Arbuthnot Banking Group plc (LON:ARBB) FY’20 results were a small loss (as expected), with breakeven excluding deal costs. Margin pressure (from base-rate cuts) and a £2m..
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao, Analyst at Zeus Capital joins DirectorsTalk. Bob talks us through the key highlights from the company´s 2020 results,..
With Serinus Energy plc (LON:SENX) releasing full year results DirectorsTalk caught up with Analyst Dan Slater from Arden Partners and Craig Howie from Shore Capital to discuss the results. Q...
Yew Grove REIT plc (LON:YEW) invests in office and industrial assets in the Republic of Ireland (RoI). RoI GDP grew 3.4% in 2020, with 18.2% gross value added from multinational..
Filta Group Holdings plc (LON:FLTA) announced that it had remained EBITDA-positive in 2020, despite most of its customers closing for part of the period and revenue falling by a third...
Boku Inc. (LON:BOKU) reported strong results for FY20, with adjusted revenue and EBITDA growth of 20% and 106% respectively. The Payments business benefited from increased consumer demand during the pandemic,..
The Diverse Income Trust plc (LON:DIVI) is the topic of conversation when Victoria Chernykh, Investment Director at Edison Group joins DirectorsTalk. Victoria explains why the trust keeps outperforming its peers,..
In January, Surface Transforms plc (LON:SCE) secured a £20.0m fund raise, including a £2.0m Open Offer, to support expansion. The bulk of the proceeds are for capital expenditure, supporting well-advanced..
Arix Bioscience plc (LON:ARIX) is a listed global venture capital (VC) company that presents an opportunity for institutional and retail investors to participate in the high risk-return profile of early-stage..
Pantheon International plc (LON:PIN) key interim results message is the spectacular operational outperformance that PIP has achieved through the COVID-19 crisis so far. PIP’s sample of buyout companies (two thirds..
Primary Health Properties plc (LON:PHP) 17 February’s strong results for 2020 have prompted us to raise 2021E dividend to 6.25p, from 6.125p. Expansion of the market for modern primary medical..
Janardan Menon, Equity Research Analyst at Liberum, noted, “demand for BSS/OSS systems is accelerating as telecom operators upgrade their systems due to industry changes such as 5G, virtualisation, increased security concerns..
Zeus Capital Ltd have acted as financial adviser to the shareholders of Luff Group Limited on its successful sale to an entity owned by UK Land Limited. Established over 50..
Valeura Energy Inc (LON:VLU) is the topic of conversation when Stephane Foucaud Head of research at Auctus Advisors joins DirectorsTalk. Stephane gives us a quick overview of the company, explains..
Serinus Energy plc (LON:SENX) recently published the results of its M 1008 production well so we caught up with two analysts, Craig Howie at Shore Capital and Daniel Slater from..
Amino Technologies plc (LON:AMO) has announced PayTV+ deployments for Maltese incumbent telco GO and Cablenet, the leading cable TV operator in Cyprus. The release contains no financial details as to..
In this note, we examine how ICG Enterprise Trust plc (LON:ICGT) approach to active portfolio construction and management adds value to its investors. ICGT has a focused, multi-stage approach, with..
City of London Investment Group plc (LON:CLIG) has announced its interim results for FY’21. The merger with Karpus took place in the middle of the reporting period, which, together with..
