Broker notes, analysis and comments
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...
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Robin Savage Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from its interims..
BlackRock Greater Europe Investment Trust plc (LON:BRGE) has passed an important test, with its investment philosophy and process continuing to deliver despite an unprecedented shock to markets and economic growth...
Tatton Asset Management plc (LON:TAM) interim results confirm the growth set out in the recent trading update: 12.6% rise in Group Revenues to £11.0m (1H last year: £9.7m); 21.9% rise..
N4 Pharma plc (LON:N4P) is the topic of conversation when SP Angel Analyst and Head of Healthcare Vadim Alexandre joins DirectorsTalk. Vadim having just initiated on the company explains what..
AFC Energy plc (LON:AFC) is the topic of conversation when Mike Allen Head of Research joins DirectorsTalk. Mike talks us through the nature of a binding Agreement with BK Gulf,..
AFC Energy plc (LON:AFC) has announced an exciting contract with BK Gulf, that should ultimately significantly reduce the cost of delivering its H-Power system. The capacity for growth is significant,..
