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, an ultra-short-course subcutaneous allergy immunotherapy (SCIT), continues to..
Oxford BioMedica (LON: OXB) is a specialist, advanced therapy, viral-vector biopharma company. It offers vector manufacturing and development services, while developing proprietary drug candidates, with its LentiVector® platform. 2018 saw..
Tissue Regenix plc (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..
While there has been deafening noise around the lapsed Provident Financial (PFG) bid, the fundamental outlook for Non-Standard Finance (LON: NSF) is unchanged. It still has the market-leading network in..
A regulated exchange like no other. This is the first and only regulated securities exchange – anywhere in the world – dedicated entirely to real estate. It will be the..
Anglo Asian Mining (LON: AAZ) is a highly cash-generative miner of gold, silver and copper from four mines in Azerbaijan, where it has close ties to the government. In 2018,..
REA Holdings Plc (LON: RE.) FY’18 results showed a marked recovery in the group’s FFB production, up 50.8% YoY, to a record level of 800,050mt; CPO production increased by over..
Palace Capital’s results (4 June) show 37 new leases were completed. Most importantly, these were 14% above ERV (i.e. the level which previous valuers had estimated). This is one of..
RM Secured Direct Lending (RMDL) offers investors an ongoing ca.6.5% dividend yield, whose sustainability is supported by multi-year assets, a rising revenue yield and economies of scale. Credit, we believe,..
In the investment world, before MiFID II, essentially every institution talked to every broker, and the whole, professional market could see every research note and the forecasts in detail. This..
Last week we were delighted to host our 15th Investor Forum at the offices of DAC Beachcroft. We welcomed 4 interesting companies to present to an audience of 60 sophisticated..
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..
