Broker notes, analysis and comments
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..
Neodecortech (NDT) has announced that the strong trading in 3Q had continued into 4Q and it expected to significantly outperform its baseline projection from the summer. We have upgraded our..
Serinus Energy plc (LON:SENX) recently released an operational update, reporting on the progress of the company’s various work programmes on its assets in Romania and Tunisia. DirectorsTalk Interviews caught up..
Escape Hunt plc (LON:ESC) digital and remote offerings have experienced stronger than expected demand, particularly from corporates restricted from physical events, including multi-nationals looking to bring teams together in different..
Sovereign IHT Solution is a non-AIM/unquoted Business Relief product. It is an Alternative Investment Fund, which will invest wholly into Sovereign Media Management Limited. The latter will purchase and develop..
Redde Northgate plc (LON:REDD) has come through the COVID crisis in very good shape so far. We expect minimal impact on the former Northgate business from “lockdown 2.0”, a strong..
Advanced Oncotherapy plc (LON:AVO) goal is to deliver an affordable and novel PT system, called LIGHT, based on state-of-the-art technology developed originally at the world-renowned CERN. Over the past two..
Purplebricks Group plc (LON:PURP) interims to 31 October, confirm the 8% rise in instructions to 35,387 (1H last year: 32,850) and net cash of over £75m (as set out in..
OnTheMarket plc (LON:OTMP) announces that following “continued operational progress and strong consumer engagement, the Company now expects to deliver revenues and adjusted operating profit above market expectations for the current..
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights from the trading..
Oakley Capital Investments limited (LON:OCI) is the topic of conversation when Mark Thomas joins DirectorsTalk. Mark explains why he called his report note NAV: conservative, robust and with growth upside,..
Marshall Motor Holdings plc (LON:MMH) trading in Q420 has proven to be more resilient than management expected despite the national lockdown during November. As a result, following the strong Q320..
DWF Group plc (LON:DWF) has announced solid trading for H121. Group revenues were well flagged and slightly higher than indicated +15% YOY with activity levels returning to pre-Covid norms and..
We have long argued that Arbuthnot Banking Group plc (LON:ARBB) strong funding and capital position give it a competitive advantage in doing cheap deals in uncertain markets. On 10 December..
JTC Group plc (LON:JTC) has agreed to acquire RBC CEES Limited, the market leading employee benefits platform, for £20m cash subject to regulatory approval expected in early 2Q 2021. CEES..
