Broker notes, analysis and comments
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,..
Yew Grove REIT plc (LON:YEW) invests in RoI office and industrial real estate, let to a carefully selected type of tenant. Through 2020, 97%-plus of rent has been paid on..
Oncimmune Holdings plc (LON:ONC) has entered a commercial partnership with US West Coast biotech, Augmenta Bioworks, to profile patient plasma samples and characterise antibody therapeutic candidates discovered via Augmenta’s proprietary..
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..
Sportech plc (LON:SPO) supplies betting systems to over 400 clients in 38 countries, including the world’s most widely deployed Tote solution. It has an exclusive licence to operate betting in..
Inchcape plc (LON:INCH) has delivered a better than expected Q3 trading update, which reflects an encouraging bounce back, and would have seen it on track to deliver a strong H2..
Non-Standard Finance plc (LON:NSF) 1H’20 results reflected the pain from COVID-19, with i) less volume, ii) changes to business models, and iii) higher impairment, including an increased weighting of a..
DWF Group plc (LON:DWF) has announced solid trading for H121. Group revenue is +14% YOY with activity levels returning towards pre-Covid norms and decisive cost management delivering a 40% improvement..
Escape Hunt plc (LON:ESC) recent trading indicates that market demand for escape rooms is strong. To meet this demand, the company is building out sites on schedule and does not..
Yesterday’s Strix Group plc (LON:KETL) Capital Markets Day confirmed good trading has continued during Q3 meaning FY20 profit estimates are ahead of ZC expectations, leading to increases in FY20 and..
AFC Energy plc (LON:AFC) has released a year end update, which summarises the key activities in what has been a successful year for the Group. The confirmation of commercial contracts..
CentralNic Group plc (LON:CNIC) announced the closing of the Codewise acquisition and that the company continues to trade in line with market expectations. We make no changes to our forecasts,..
Purplebricks Group plc (LON:PURP) trading update for the 6 months to 31 October, reveals: §8% rise in number of instructions to 35,387 (1H last year: 32,850) with a 20% increase for..
Oncimmune Holdings plc (LON:ONC) FY 2020 was the first full year of delivery under Oncimmune’s three-year plan of operational, technical and commercial targets for products and services, accomplishing major milestones..
Escape Hunt plc (LON:ESC) announced the acquisition of its Middle East master franchise partner, Escape Hunt Entertainment LLC (“EHE”). The operation offers high potential returns at modest cost and risk..
