Broker notes, analysis and comments
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..
Epwin Group (LON:EPWN) At the time of the interim results in September forecasts were unchanged with the results stating that profit before tax in FY18 was anticipated to be in..
Tissue Regenix (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 the repair of..
Boohoo Group Plc (LON:BOO) has released a short trading statement this morning confirming that trading to date remains strong, with record Black Friday sales seen across the group. The group..
Safestyle UK Plc (LON:SFE) We upgrade FY19 estimates on today’s trading update. Revenue increases 3.1% to £131m (prev. £127m) leading to an 18% increase in profit before tax to £5.3m..
OnTheMarket Plc (LON:OTMP) has announced that it has listing agreements with UK estate and letting agents with more than 12,000 branches. This increase of more than 6,500 branches since Admission..
What is new: Purplebricks Group Plc (LON:PURP) Interims reveal profitable growth in the UK driven by volume growth, rising average revenue per transaction, increasing gross profit margins and strong cost..
DP Poland (LON:DPP) announced this morning that, while EBITDA for 2018 will be broadly in line with expectations, revenue will be lower, due to unseasonally warm weather and competitive marketing..
Genedrive plc (LON:GDR) is a commercial-stage company focused on point-of-care molecular diagnostics. Its Genedrive® molecular diagnostic testing platform is at the forefront of this technology, offering a rapid, low-cost, simple-to-use..
Gateley Plc (LON:GTLY) trading statement in respect of 1H 2019 was sparkling, with 20% revenue growth in 1H and a highly confident outlook for 2H. We expect to revise our..
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..
Inchcape PLC (LON:INCH) is a unique global distributor operating in 32 markets globally across the automotive value chain. The group has a long track record in effective capital allocation, delivering..
Ceres Power (LON:CWR) Further to Tuesday’s meaningful update on Weichai, Ceres has provided positive guidance ahead of its H1/FY2019 end. Management anticipates revenue to be at least £7m for the..
On 3 December, Non-Standard Finance (LON:NSF) held an investor day at the Reading branch of Everyday Loans (EL) and its head office in Bourne End. Investors and analysts thus got..
