Broker notes, analysis and comments
Marshall Motor Holdings plc (LON:MMH) has delivered another strong trading performance, indicating that it continued to outperform the wider market during October and November. It is clear that the pent-up..
Incanthera plc (AQSE:INC) is a spin-out from the Institute of Cancer Therapeutics at the University of Bradford to exploit development opportunities generated by ICT. This has provided the company with..
Yew Grove REIT plc (LON:YEW) is the topic of conversation when Mike Foster, analyst at Hardman & Co joins DirectorsTalk. Mike explains what kind of property Yew Grove invests in,..
Vertu Motors plc (LON:VTU) has announced an acquisition that gives it a significant BMW and Mini presence in Yorkshire and the North East. We see this as an asset rich..
Anexo Group plc (LON:ANX) is the topic of conversation when Ian Poulter, Head of Research at Progressive Research joins DirectorsTalk. Ian shares his thoughts on DBAY Investors’ acquisition of a..
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..
Serinus Energy plc (LON:SENX) has raised US$21m of new equity at 2p/share, US$16.5m of which will be paid out as part of a deal to retire 100% of the company’s..
In this note, we examine three aspects of Oakley Capital Investments plc (LON:OCI) NAV: firstly, why investors can have confidence that it is conservatively calculated, evidenced by i) realisations above..
Urban Logistics REIT plc (LON:SHED) 12 November interims showed an impressive 16.0% annualised total asset return. The company’s “last-touch” distribution warehouse portfolio is in a strong spot. Market supply is..
CentralNic Group plc (LON:CNIC) 9M 2020 ended September results confirm CNIC’s acquisition and growth strategy. The company delivered high pro forma sales growth with steady divisional gross margins. CNIC is..
The Diverse Income Trust plc (LON:DIVI) is the topic of conversation when Victoria Chernykh, Investment Director at Edison Group caught up with DirectorsTalk. Victoria explains what makes DIVI special, why..
MySale Group plc (LON:MYSL) has announced results for FY20A, a year of significant transformation for the Group with the business restructured, recapitalised and repositioned for sustainable and profitable growth. MySale..
Boohoo Group plc (LON:BOO) has announced meaningful progress in its Agenda for Change Programme, to deliver long lasting change to its supply chain and business practices. Sir Brian Leveson PC..
Cambria Automobiles plc (LON:CAMB) has delivered a resilient set of FY results in very turbulent times for the automotive industry at present. Underlying EBIT was within 4% of last year..
KEFI Gold and Copper plc (LON:KEFI) is an exploration and development company focused on gold and copper deposits, primarily within the highly prospective and under-explored Arabian-Nubian Shield. Its assets include..
Palace Capital plc (LON:PCA) 1H’21 results cover the depths of the initial market impact of COVID-19. We note the 4.7% fall in EPRA NTA and the effect of the dividend..
BlackRock Greater Europe Investment Trust plc (LON:BRGE) is the topic of conversation when Rob Murphy Managing Director at Edison Investment Research joins DirectorsTalk. Rob explain BRGE’s philosophy and process, how..
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the LTC acquisition, how..
We believe Accrol Group Holdings plc (LON:ACRL) acquisition of LTC represents a transformational transaction which the potential to consolidate the Group’s leading position in the private label tissue market to..
Chamberlin plc (LON:CMH) recent trading update (23 November 2020) indicates that the group’s main businesses are performing as previously indicated, with the company continuing to take appropriate operational strategic actions...
