Broker notes, analysis and comments
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..
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..
