Broker notes, analysis and comments
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..
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..
