Broker notes, analysis and comments
CentralNic Group PLC (LON:CNIC) have released a positive trading update this morning, confirming trading for 2019 to be in line with expectations. We update forecasts to reflect the successful completion..
Tissue Regenix Group (LON:TRX) has a broad portfolio of regenerative medicine products for the biosurgery, orthopaedics, dental and cardiac markets. It has two proprietary decellularisation technology platforms for repair of..
We had the opportunity to look at Vertu Motors (LON:VTU) bespoke systems capability, which have been built from scratch and evolved since inception of the Group in 2006. We believe..
In this note, we remind investors of Volta Finance (LON:VTA) attractions and risks, focus on how it generates the cash to pay the dividend, and look at some of the..
DWF Group (LON:DWF) hosted a Capital Markets Day yesterday, focused on two of its growth engines; its Managed Services proposition and its International growth strategy. We believe Managed Services is..
GYG (LON:GYG) has released a full year trading update confirming that it has traded comfortably ahead of our forecast expectations to 2019E. This proved to be a transformational year for..
DWF Group (LON:DWF) is to acquire leading legal and managed services business Mindcrest Inc. The deal is expected to deliver ‘significant synergies’ within its existing business and provides a platform..
What’s new: SimplyBiz Group (LON:SBIZ) has released a trading update, ahead of reporting its full year results on 10 March 2020, which confirms that trading is broadly in line with..
Shield Therapeutics (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) with ferric maltol. Recent news..
Confidence improving with marketing spend increasing back to commercial levels Safestyle UK (LON:SFE) is steadily getting back to where it was pre 2017. The management team has only been in..
Since listing in Aug 2017, Strix Group (LON:KETL) has consistently highlighted the resilience of its business through its ability to hit forecasts despite the uncertainty of trade wars, Brexit and..
Zeus Capital FY19 forecasts were compiled in December 2018 and assumed that cost input pressures would abate, Epwin Group (LON:EPWN) would win market share and the underlying trading environment would..
What’s new: JTC Group (LON:JTC) trading update confirms that full year results on 1 April will show “revenue was “within the range of analyst expectations, with organic growth within the..
Cambria Automobiles (LON:CAMB) has announced this morning the successful acquisition of one Aston Martin franchise and one Rolls-Royce Motor Cars franchise in Edinburgh from the administrator of Leven Cars Group..
In this note we reiterate our investment case for DWF Group (LON:DWF), built on multiple drivers of profitable growth including a significant amount of latent capacity existing within new partner..
“The focus for the next few years is on relatively modest investment and on driving return on assets towards our medium-term target of 20% for each division”. So said Non-Standard..
Allergy Therapeutics (LON:AGY) is a long-established specialist in the prevention, diagnosis and treatment of allergies. Pollinex Quattro (PQ) is an ultra-short course subcutaneous allergy immunotherapy (AIT) platform, which continues to..
We note the announcement this morning from Vertu Motors (LON:VTU) confirming the acquisition of four Volkswagen Passenger car dealerships in West Yorkshire. We also note an update on a number..
City of London Investment Group (LON:CLIG) has announced a trading update for 2Q’20. At the end of December, FUM had grown to $6.01bn, a 13% increase over the September 2019..
Morses Club (LON:MCL) recent results (see our 21 October note, Interim FY’20 results: steady core, deal upside) highlighted the strength of Home Collect (HCC). The division showed operational efficiency improvements,..
