Broker notes, analysis and comments
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..
City of London Investment Group plc (LON:CLIG) has announced a trading statement covering its second-quarter FUM and first-half financial performance. These are excellent, even allowing for the boost that the..
The key messages from Real Estate Credit Investments Ltd (LON:RECI) November quarterly investor update, interim results and end-December factsheet are i) RECI’s asset selection and management make it defensive to..
Cerillion plc (LON:CER) is the topic of conversation when we caught up with Janardan Menon Equity Research Analyst at Liberum. Q. Cerillion has issued a press release announcing a major..
Pantheon International plc (PIN) In this note, we use some high-profile, mainly hostile, bid situations to illustrate the “agency” costs that can be a material drag on the performance of..
In this note, we explore the dividend yield uplift that Volta Finance plc (LON:VTA) offers investors. It is generated from six asset yield uplifts inherent to its model, including: i)..
Shield Therapeutics plc (LON:STX) is a commercial-stage company delivering specialty products that address patients’ unmet medical needs, with an initial focus on treating iron deficiency (ID). Feraccru®/Accrufer® has been approved..
