Broker notes, analysis and comments
We believe that to properly understand debt investment companies, they need to be analysed as lenders first, and investment companies second. To understand their specific credit, business model, accounting and..
Neodecortech (AIM:NDT.MI) is a vertically integrated business from power generation through to paper manufacturing, through to printing and impregnating paper. It specialises in high-quality printed décor paper and film in..
Yourgene Health (LON:YGEN) is an international molecular diagnostics group that uses the latest advances in DNA sequencing technology for non-invasive prenatal screening tests (NIPT). Its flagship IONA test uses complex..
City of London Investment Group Plc (LON:CLIG) More than 100 financial services professionals have enrolled on the New Model Business AcademyCity of London has announced its results for 1H of..
Titon Holdings Plc (LON:TON) South Korea has been a winning primate for Titon since 2008 and last year contributed more than two-thirds of its PBT. International and domestic events have..
Yourgene Health (LON:YGEN) is an international molecular diagnostics group that uses the latest advances in DNA sequencing technology for non-invasive prenatal screening tests (NIPT). Its flagship IONA test uses complex..
Chamberlin Plc (LON:CMH), Prospects are very uncertain, and cost reduction measures are being implemented. However, the group continues to develop its product offering to the automobile turbocharger industry through development..
Avacta Group Plc (LON:AVCT) is a pre-clinical stage biotechnology company and the proprietary owner of Affimer technology. Affimers represent a radical alternative to the established antibody technology. The significant technical..
This Investment Research Paper addresses the issue of renewable power generation in the UK and in mainland Europe, which – after the deep-seated financial crisis of 2008/09 and the ensuing..
Shield Therapeutics (LON:STX) is a commercial-stage pharmaceutical company delivering specialty products that address patients’ unmet medical needs in renal and gastrointestinal disorders. Its initial focus is Feraccru® a supplement for..
AJ Bell (LON:AJB) is one of the largest and fastest-growing investment platforms in the UK. It serves both the adviser market and the DIY investor. Having transitioned to updated..
City of London Investment Group (LON:CLIG) has released its trading update for 2Q of FY’19. In this period, market weakness dominated movements in FUM: the 7% fall in the MSCI..
Advanced Oncotherapy (LON:AVO) goal is to deliver an affordable and novel proton therapy (PT) system, based on state-of-the-art technology developed originally at the CERN. Achievement of major technical milestones has..
Allergy Therapeutics plc (LON:AGY) is a long-established specialist in the prevention, diagnosis and treatment of allergies. The Pollinex Quattro (PQ) platform, the ultra-short course subcutaneous allergy immunotherapy (AIT), continues to..
1pm Plc (LON:OPM), We had been looking for two key themes with the 1H FY’19 results: i) that any early signs of credit deterioration were modest; and ii) that the..
Diurnal Group (LON:DNL) is a commercial-stage specialty pharmaceutical company focused on diseases of the endocrine system. Its two lead products target rare conditions where medical needs are currently unmet, with..
‘From the deserts of East Ham to the gardens of Cottenham’, the UK Housebuilding Sector was whacked to the tune of 27% in 2018; and not one share price (out..
Volta Finance Limited (LON:VTA) With market concerns that the credit cycle might turn, in this note, we explore the opportunities Volta has in these conditions. While MTM losses are likely..
Burford Capital (LON:BUR) has announced access to almost $1bn of new capital, which, combined with its balance sheet, gives a new and financially attractive structure for how the next $1.6bn..
Titon Holdings (LON:TON), Titan is the largest moon of Saturn. It is blessed with a generally smooth surface and few impact craters. It would also look 11.4 times larger than..
