Broker notes, analysis and comments
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..
DWF Group PLC (LON:DWF) has issued a trading update, indicating that its Commercial business has been hit by COVID-19, with International also not growing to our expectations. While we believe..
Epwin Group PLC (LON:EPWN) has announced that it will implement a controlled shut down of its operating facilities for a temporary period in response to the anticipated reduction in demand...
What’s new. After an encouraging seasonal increase in Purplebricks Group Plc (LON:PURP) instructions in January and February 2020, activity in recent days has slowed sharply and we see prospects for a..
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..
At the Hardman & Co Investor Forum presentation, RMDL summarised the investment opportunity as “RM Secured Direct Lending PLC (LON:RMDL) offers access to a diverse portfolio of secured loans with..
B-North aims to raise capital ahead of getting its banking licence (due spring 2020) and attacking the huge, profitable and poorly served SME lending market. B-North combines i) state-of-the-art technology..
