
Broker notes, analysis and comments
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..
Tatton Asset Management plc (LON:TAM) trading update reveals 17% rise in assets under management (AuM), double digit revenue growth, and an increasing operating margin as the business scales. The outlook..
Serinus Energy plc (LON:SENX) announced last week that it has received a further 12-month extension to its key Satu Mare licence. DirectorsTalk asked Daniel Slater, Analyst at Arden Partners for..
OnTheMarket plc (LON:OTMP) interims to 31 July 2020 provide colour to recent announcements, which reported YoY growth and cash generation. Key points are: 28% rise in revenue to £10.2m (1H19/20:..
City of London Investment Group plc (LON:CLIG) has announced a trading statement covering its first quarter FUM and financial performance. With the Karpus merger taking place on 1 October, all..
Tissue Regenix Group plc (LON:TRX) is focused on the development and commercialisation of two proprietary decellularisation technologies for repair of soft tissue (dCELL) and bone (BioRinse). It has a broad..
City of London Investment Group plc (LON:CLIG) has released an impressive trading update to 30 September 2020, which includes comment on City of London Investment Management 1Q post tax profits,..

















































