
Broker notes, analysis and comments
The latest trading update highlights that Flowtech Fluidpower plc (LON:FLO) has traded well during lockdown having been breakeven across April and May. This highlights the strength of the model and..
What’s new: OnTheMarket plc (LON:OTMP), 65% agent-owned and has almost 40% of independent UK estate and letting agents as shareholders, has released its January 2020 results revealing: + 32% rise..
Serinus Energy plc (LON:SENX) is the topic of conversation when Arden Partners Analyst Daniel Slater CFA caught up with DirectorsTalk for an exclusive interview. Q1: Serinus Energy published FY2019 results..
Anglo Asian Mining Plc (LON:AAZ) is a highly cash-generative gold miner from four mines in Azerbaijan, where it enjoys close ties to the government. We estimate current-year free cashflow and..
City of London Investment Group PLC (LON:CLIG) has announced a merger with Karpus Management Inc, a US SEC-registered investment adviser. Based in upstate New York, it is focused on wealth..
Burford Capital Limited (LON:BUR) has announced its results for 2019. As previously indicated, these were lower than in the previous year. Revenue fell 17% from $430m in 2018 to $357m...
Filta Group Holdings PLC (LON:FLTA) announced FY’19 results pretty much in line with our numbers. Adjusted EBITDA was £3.2m, vs. our £3.3m estimate, and revenue was £24.9m, vs. our £25.1m..
We believe Real Estate Credit Investments Ltd (LON:RECI) 21% discount to NAV reflects a reduction in investors’ confidence, reflecting the uncertain outlook, security values and potential impairments. When considering if..
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..
Phoenix Copper Ltd (LON:PXC) has consolidated the former Empire mine (which recovered a phenomenal 3.64% copper before WWII suspension), three other former mines and two deposits into a potentially world-class..
Artificial Solutions (NASDAQ:ASAI) strong operational and financial progress over the past 12 months includes a series of contract wins with major organisations, particularly via a growing base of Tier 1..
City of London Investment Group PLC (LON:CLIG) has announced a trading update for 3Q’20. Market conditions have been challenging for fund managers. With a largely institutional investor base, there has..
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..
Surface Transforms plc (LON:SCE) position as one of only two global manufacturers of a new automotive component – carbon ceramic brake discs – brings major opportunities for investors and the..
The Promised Land Red Dwarf, the very British sci-fi comedy franchise, ran for 11 seasons – most recently in 2017; and The Promised Land is a feature-length TV movie – out this..
To be resilient in an economic storm, a bank needs three things – low risk assets, strong capital and surplus deposits. Arbuthnot Banking Group Plc (LON:ARBB) has all three. At..
CentralNic Group PLC (LON:CNIC) announced several appointments that have strengthened the management team after seven acquisitions over the past two calendar years. We believe this investment in management should form..
Diurnal Group PLC (LON:DNL) is a commercial-stage specialty pharmaceutical company focused on diseases of the endocrine system. Its two lead products are targeting rare conditions where medical need is currently..
Chamberlin plc (LON:CMH) recent trading update revealed that trading is stalling in these challenging times. The company, however, is taking appropriate strategic actions. The group has been financially de-risked, and..
What’s new. This morning Purplebricks Group PLC (LON:PURP) has provided an “update regarding current trading and the potential impact of COVID-19 and Govt guidance on the UK housing market.” Key points..


































