Broker Notes, Comments and Analysis

Broker notes, analysis and comments

hVIVO Secures Landmark £3.2 Million Contract: Cavendish

hVIVO plc (LON:HVO) secures its largest £3.2M hLAB contract, expanding lab capacity and supporting a major Phase 2 study for a US biotech firm...

Cora Gold’s Resource Growth Strengthens Sanankoro’s Potential – Cavendish

A significant milestone, with Cora increasing its contained gold resource by 13% to a total of 1.044 million ounces..

Valeura Energy Q4 2024 Update “Outstanding” says Canaccord

Valeura Energy starts 2025 strong with record-breaking Q4 2024 results, Canaccord Genuity upgrades its price target reflecting robust growth prospects...

Dunelm Group plc’s Resilient Growth: Sales Increase Amid Challenging Market Conditions – Shore Capital

Dunelm (DNLM) reports 2.4% first-half sales growth amid market challenges, driven by digital transformation and resilient strategy in home retail...

Carr’s Group Shifts Focus with Strategic Engineering Division Sale – Shore Capital

Carr’s Group (LON:CARR) sharpens its focus on agriculture by selling its Engineering Division for £75M, boosting shareholder value and future growth prospects...

Tekmar Group A Promising Turnaround Story – Cavendish Capital Markets

Tekmar Group Plc (LON:TGP), a leader in offshore energy solutions, is poised for growth with a robust recovery strategy and improved market conditions...

Hunting PLC Positioned for Growth with Strong FY24 Results – Equity Development

Hunting PLC (LON:HTG) showcases resilience in 2024, with strong growth driven by OCTG and Subsea sectors, aiming for EBITDA guidance of $123-$126 million...

Ilika Plc Stereax Production Milestone Signals a Bright Future – Cavendish

Ilika plc advances solid-state battery tech with Stereax® production starting in the US, marking a pivotal step towards commercial sales this year...

Chesnara Plc: Happy new acquisition

Chesnara Plc boosts its portfolio with a strategic acquisition from Canada Life UK, enhancing value and potential dividend growth amid a promising outlook...

Greggs Demonstrates Resilience Amid Challenging Market Conditions – Edison Investment Research

Greggs plc shows solid FY24 results with 11.3% revenue growth despite tough market conditions, focusing on strategic expansion for future success...

HUTCHMED Charts New Course with $608 Million Divestment – Cavendish

HUTCHMED strengthens its innovative pipeline by selling a 45% stake in Shanghai Hutchison Pharmaceuticals for $608M, focusing on therapeutic advancements...

Duke Capital’s Promising Growth and Record Revenue – Cavendish

Duke Capital (LON:DUKE) reports record £6.5M cash revenue growth in Q3 2024, with a promising dividend yield over 9% and strategic equity raises driving future growth...

One Health Group Delivers Robust Growth and Bright Prospects – Panmure Liberum

One Health Group reports strong interim results, with 22% revenue growth and 40% EBITDA rise, highlighting its leadership in healthcare services...

Drax Group’s New Deal Fuels Sustainable Growth – Longspur Research

Drax Group Plc partners with Pathway Energy to supply sustainable aviation fuel, driving innovation and meeting ambitious sustainability goals by 2029...

Quadrise Expands with Promising Partnership in Panama – Insights from Shore Capital

Quadrise plc (LON:QED) advances its thermal power prospects with a key agreement with Sparkle Power in Panama, showcasing innovative fuel solutions...

Ferro-Alloy Resources Secures Key Offtake Agreement – A Positive Outlook by Panmure Liberum

Ferro-Alloy Resources (LON:FAR) propels forward with a strategic vanadium offtake deal with Austria's LL-Resources, bolstering financing confidence...

Duke Capital Maintains Growth Momentum with Resilient Portfolio – Cavendish Insights

Duke Capital plc (LON:DUKE) showcases resilience with robust FY25 interim results, highlighting growth in hybrid capital investments amid challenging markets...

Filtronic Reports Strong Trading Update, Upgraded FY25 Forecasts and Cavendish Upgrade

Filtronic (LON:FTC) anticipates surpassing FY25 forecasts, driven by strong demand and key partnerships, especially with SpaceX, indicating potential growth...

Firering Strategic Minerals plc Pioneering Growth in Quicklime and Critical Minerals Shard Capital View

Firering Strategic Minerals plc (LON:FRG) is advancing in quicklime production and critical mineral exploration, enhancing value for shareholders...

Touchstone Exploration Makes Strategic Acquisition from Shell Canaccord Comments 

Touchstone Exploration expands its portfolio with a $23M acquisition of Shell’s Central Block licence, boosting gas assets and market opportunities...
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Broker Notes, Comments and Analysis

hVIVO Secures Landmark £3.2 Million Contract: Cavendish

hVIVO plc (LON:HVO) secures its largest £3.2M hLAB contract, expanding lab capacity and supporting a major Phase 2 study for a US biotech firm...

Cora Gold’s Resource Growth Strengthens Sanankoro’s Potential – Cavendish

A significant milestone, with Cora increasing its contained gold resource by 13% to a total of 1.044 million ounces..

Valeura Energy Q4 2024 Update “Outstanding” says Canaccord

Valeura Energy starts 2025 strong with record-breaking Q4 2024 results, Canaccord Genuity upgrades its price target reflecting robust growth prospects...

Dunelm Group plc’s Resilient Growth: Sales Increase Amid Challenging Market Conditions – Shore Capital

Dunelm (DNLM) reports 2.4% first-half sales growth amid market challenges, driven by digital transformation and resilient strategy in home retail...

Carr’s Group Shifts Focus with Strategic Engineering Division Sale – Shore Capital

Carr’s Group (LON:CARR) sharpens its focus on agriculture by selling its Engineering Division for £75M, boosting shareholder value and future growth prospects...

Tekmar Group A Promising Turnaround Story – Cavendish Capital Markets

Tekmar Group Plc (LON:TGP), a leader in offshore energy solutions, is poised for growth with a robust recovery strategy and improved market conditions...

Hunting PLC Positioned for Growth with Strong FY24 Results – Equity Development

Hunting PLC (LON:HTG) showcases resilience in 2024, with strong growth driven by OCTG and Subsea sectors, aiming for EBITDA guidance of $123-$126 million...

Ilika Plc Stereax Production Milestone Signals a Bright Future – Cavendish

Ilika plc advances solid-state battery tech with Stereax® production starting in the US, marking a pivotal step towards commercial sales this year...

Chesnara Plc: Happy new acquisition

Chesnara Plc boosts its portfolio with a strategic acquisition from Canada Life UK, enhancing value and potential dividend growth amid a promising outlook...

Greggs Demonstrates Resilience Amid Challenging Market Conditions – Edison Investment Research

Greggs plc shows solid FY24 results with 11.3% revenue growth despite tough market conditions, focusing on strategic expansion for future success...

HUTCHMED Charts New Course with $608 Million Divestment – Cavendish

HUTCHMED strengthens its innovative pipeline by selling a 45% stake in Shanghai Hutchison Pharmaceuticals for $608M, focusing on therapeutic advancements...

Duke Capital’s Promising Growth and Record Revenue – Cavendish

Duke Capital (LON:DUKE) reports record £6.5M cash revenue growth in Q3 2024, with a promising dividend yield over 9% and strategic equity raises driving future growth...

One Health Group Delivers Robust Growth and Bright Prospects – Panmure Liberum

One Health Group reports strong interim results, with 22% revenue growth and 40% EBITDA rise, highlighting its leadership in healthcare services...

Drax Group’s New Deal Fuels Sustainable Growth – Longspur Research

Drax Group Plc partners with Pathway Energy to supply sustainable aviation fuel, driving innovation and meeting ambitious sustainability goals by 2029...

Quadrise Expands with Promising Partnership in Panama – Insights from Shore Capital

Quadrise plc (LON:QED) advances its thermal power prospects with a key agreement with Sparkle Power in Panama, showcasing innovative fuel solutions...

Ferro-Alloy Resources Secures Key Offtake Agreement – A Positive Outlook by Panmure Liberum

Ferro-Alloy Resources (LON:FAR) propels forward with a strategic vanadium offtake deal with Austria's LL-Resources, bolstering financing confidence...

Duke Capital Maintains Growth Momentum with Resilient Portfolio – Cavendish Insights

Duke Capital plc (LON:DUKE) showcases resilience with robust FY25 interim results, highlighting growth in hybrid capital investments amid challenging markets...

Filtronic Reports Strong Trading Update, Upgraded FY25 Forecasts and Cavendish Upgrade

Filtronic (LON:FTC) anticipates surpassing FY25 forecasts, driven by strong demand and key partnerships, especially with SpaceX, indicating potential growth...

Firering Strategic Minerals plc Pioneering Growth in Quicklime and Critical Minerals Shard Capital View

Firering Strategic Minerals plc (LON:FRG) is advancing in quicklime production and critical mineral exploration, enhancing value for shareholders...

Touchstone Exploration Makes Strategic Acquisition from Shell Canaccord Comments 

Touchstone Exploration expands its portfolio with a $23M acquisition of Shell’s Central Block licence, boosting gas assets and market opportunities...
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Broker Notes, Comments and Analysis

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