Broker notes, analysis and comments
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..
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..
