Broker notes, analysis and comments
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,..
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..
The award of funding to Oncimmune Holdings plc (LON:ONC) by the ‘UK Research and Innovation Ideas to Address COVID-19’ project, leverages its proprietary ImmunoINSIGHTS technology to help in predicting disease..
Sumo Group plc (LON:SUMO) H1 results were ahead of our estimates. However, excluding select factors, profits were well above our expectations. Sumo’s strong underlying results positions it to outperform current..
Diurnal Group plc (LON:DNL) is a commercial-stage specialty pharmaceutical company focused on diseases of the endocrine system. Its products are targeting rare conditions where medical need is currently unmet, with..
Chamberlin plc (LON:CMH) recent trading update was most encouraging, considering these challenging times. The company continues to take appropriate operational strategic actions. The group has been financially de-risked, but financial..
News has been positive in the past few months. Surface Transforms plc (LON:SCE) announced a ground-breaking £27.5m contract award with a new OEM customer in mid-September. Trading has been more..
ICG Enterprise Trust plc (LON:ICGT) is the topic of conversation when Mark Thomas talks to DirectorsTalk. Mark explains why he called his report Defensive growth: explaining downside resilience, why PE..
Following a number of recent contracts wins GYG plc (LON:GYG) order book now stands at record levels, which we believe should give investors confidence in current forecasts. We leave our..
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..
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..
City of London Investment Group plc (LON:CLIG) has announced its full-year results for FY’20. As previously indicated, over a volatile year, FUM grew to $5.51bn. This led to a 4%..
Diurnal Group plc (LON:DNL) is a commercial-stage specialty pharmaceutical company focused on diseases of the endocrine system. Its products are targeting rare conditions where medical need is currently unmet, with..
Filta Group Holdings plc (LON:FLTA) announced that it remained EBITDA-positive in 1H’20, despite most of its customers closing for part of the period. Business is returning as customers reopen, with..
JTC Group plc (LON:JTC) interims confirm the strength of JTC’s business model and cash conversion, and management has restated its medium-term guidance. Revenue rose 15.2% to £53.7m (1H19: £46.6m), reflecting..
