Broker notes, analysis and comments
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..
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..
