Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction,..

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

Valeura Delivers Strong Reserve Growth and Upside Potential, Says Auctus Advisors

Valeura Energy delivers 192% reserves-replacement in 2025, prompting Auctus Advisors to raise its target price to C$14.00...

Drax Group Gains Momentum as Tolling Agreement Enhances Value, Says Longspur Research

Drax Group valuation lifted to 1093p by Longspur after new tolling agreement strengthens earnings and flexibility strategy outlook...

ICG Enterprise Trust – Doubling realisations: sustainability and impact

ICG Enterprise Trust’s 3QFY’26 update shows a sharp acceleration in realisations, with the nine-month run-rate around double that of FY’24–25...

Marks & Spencer’s Revival Strategy Gains Momentum, Says Shore Capital

Marks & Spencer’s turnaround gains momentum as Shore Capital highlights operational progress, strong food sales, and online fashion growth...

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

Sintana Energy secures ExxonMobil settlement, boosts balance sheet and eyes major drilling activity in 2026, says Auctus Advisors...

Titon Holdings Shows Medium-Term Promise in Latest Shore Capital Note

Titon Holdings posts improved FY25A results with strong growth in ventilation and rising margins, says Shore Capital in new report...

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

Naked Wines delivers disciplined strategy and profit-focused execution, says Panmure Liberum in latest research note reaffirming BUY rating...

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

Alkemy Capital signs major Glencore deal and progresses financing for Tees Valley Lithium refinery, says Zeus in new research...

Time Finance Delivers Positive Interim Results, Signals Confidence for Future Growth – Cavendish

Time Finance reports strong H1 2026 results with record lending growth and profit rise, according to the latest Cavendish research note...

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

Record plc Reports Strong Momentum and Record AUM – Panmure Liberum

Record plc reports strong Q4 with AUME at $116bn, notes Panmure Liberum, highlighting robust net flows and performance fees...

The Artisanal Spirits Company Sees Stabilisation and Growth Potential, Says Panmure Liberum

Artisanal Spirits Company shows signs of stabilisation and growth, with Panmure Liberum reaffirming its Buy rating in the latest research...

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

Verici Dx landmark deal unlocks potential $300 million Tutivia market – Singer research ICYMI

Verici Dx unlocks access to $300 million Tutivia market with Prime Health Services PPO deal, says Singer Capital Markets...

Cora Gold Poised for Growth as Sanankoro Nears Construction – H&P Research

Cora Gold Limited nears construction at Sanankoro gold project, with H&P Research seeing 119% share price upside potential...

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and..
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Broker Notes, Comments and Analysis

Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction, developer-focused portfolio and is available free to UK investors...

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

Valeura Delivers Strong Reserve Growth and Upside Potential, Says Auctus Advisors

Valeura Energy delivers 192% reserves-replacement in 2025, prompting Auctus Advisors to raise its target price to C$14.00...

Drax Group Gains Momentum as Tolling Agreement Enhances Value, Says Longspur Research

Drax Group valuation lifted to 1093p by Longspur after new tolling agreement strengthens earnings and flexibility strategy outlook...

ICG Enterprise Trust – Doubling realisations: sustainability and impact

ICG Enterprise Trust’s 3QFY’26 update shows a sharp acceleration in realisations, with the nine-month run-rate around double that of FY’24–25...

Marks & Spencer’s Revival Strategy Gains Momentum, Says Shore Capital

Marks & Spencer’s turnaround gains momentum as Shore Capital highlights operational progress, strong food sales, and online fashion growth...

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

Sintana Energy secures ExxonMobil settlement, boosts balance sheet and eyes major drilling activity in 2026, says Auctus Advisors...

Titon Holdings Shows Medium-Term Promise in Latest Shore Capital Note

Titon Holdings posts improved FY25A results with strong growth in ventilation and rising margins, says Shore Capital in new report...

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

Naked Wines delivers disciplined strategy and profit-focused execution, says Panmure Liberum in latest research note reaffirming BUY rating...

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

Alkemy Capital signs major Glencore deal and progresses financing for Tees Valley Lithium refinery, says Zeus in new research...

Time Finance Delivers Positive Interim Results, Signals Confidence for Future Growth – Cavendish

Time Finance reports strong H1 2026 results with record lending growth and profit rise, according to the latest Cavendish research note...

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

Record plc Reports Strong Momentum and Record AUM – Panmure Liberum

Record plc reports strong Q4 with AUME at $116bn, notes Panmure Liberum, highlighting robust net flows and performance fees...

The Artisanal Spirits Company Sees Stabilisation and Growth Potential, Says Panmure Liberum

Artisanal Spirits Company shows signs of stabilisation and growth, with Panmure Liberum reaffirming its Buy rating in the latest research...

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

Verici Dx landmark deal unlocks potential $300 million Tutivia market – Singer research ICYMI

Verici Dx unlocks access to $300 million Tutivia market with Prime Health Services PPO deal, says Singer Capital Markets...

Cora Gold Poised for Growth as Sanankoro Nears Construction – H&P Research

Cora Gold Limited nears construction at Sanankoro gold project, with H&P Research seeing 119% share price upside potential...

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and emerging growth sectors...
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Broker Notes, Comments and Analysis

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