Broker Notes, Comments and Analysis

Broker notes, analysis and comments

JTC Group On track & progressing well

Ahead of Tuesday 18 September, when JTC Plc (LON:JTC) reports its maiden interim results to 30 June 2018, it has released a trading update which confirms: JTC has performed well..

BCA Marketplace Scarcity value – Zeus Upgrade

We update our forecasts to reflect the outperformance achieved in 2018 when BCA Marketplace Plc (LON:BCA) delivered another set of record results, which were 11% ahead of our forecasts at..

Flowtech Fluidpower Plc Sustained growth in H1/FY2018

For Flowtech Fluidpower Plc (LON:FLO) macro conditions remain favourable and this has supported organic revenue growth of 9.1% in H1/FY2018. With the benefit of strategic acquisitions, sales increased by 66%..

SimplyBiz Group plc Update reveals strong membership growth

What’s new: Ahead of 11 September, when SimplyBiz Group plc (LON:SBIZ) reports its maiden interim results to 30 June 2018, it has released a trading update, revealing: Group membership numbers..

CentralNic Group plc acquisition of KeyDrive transforms quality of earnings

CentralNic Group Plc (LON:CNIC) is acquiring KeyDrive S.A. (an existing strategic partner since 2017) for an initial enterprise value of $44.5m or c.£33.6m, with an additional earnout of up to..

Allergy Therapeutics Steady performance in a tough market

Allergy Therapeutics Plc (LON:AGY) is a long-established specialist in the prevention, diagnosis, and treatment of allergies. Pollinex Quattro (PQ) Grass, the subcutaneous allergy immunotherapy (AIT), continues to gain market share..

Safestyle UK plc Trading update – Zeus Capital Comment

The new Safestyle UK plc (LON:SFE) management team has been in situ for eight weeks and post a thorough review of the business has released a trading update. Whilst trading..

MySale Group plc Solid pre-close trading update, margin improvement continues

MySale Group plc (LON:MYSL) has released a reassuring pre-close trading update, with underlying EBITDA expected to be at least A$11.8m, ahead of our prior forecast of A$11.5m. FY18 sales growth..

Tatton Asset Management Growth in firms is a lead indicator

Zeus Capital analysis of maiden full year results, released on 27th June, confirms that Tatton Asset Management Plc (LON:TAM) is growing strongly: the number of firms using Tatton’s DFM MPS..

Koovs plc The Future is here

Shortly after its deal with Hindustan Times, Koovs Plc (LON:KOOV) has announced an even more important tie-up with a major Indian partner: Future Lifestyle Fashions Ltd (FLFL), part of The..

REPORT: UK Housebuilding Sector 2Q 2018; and beyond (the World Cup)

Video Assistant Referee (VAR): This VAR was conceived in 2010 by the Royal Netherlands Football Association (KNVB) but it was seven years later, in April 2017, that it had its..

Purplebricks Full year delivers results

What is new: Purplebricks Plc (LON:PURP) results for the year to 31 March 2018 are remarkably close to Zeus Capital forecasts and average consensus expectations. * Group revenue rose 101%..

REPORT: Evgen Pharma 2018, a pivotal year

Evgen Pharma Plc (LON:EVG) is a virtual pharmaceutical company focused on the development of a synthetic version of a natural product, sulforaphane, which is known to modulate key signalling pathways..

Genedrive plc Preventing hearing loss in newborns

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..

Purplebricks Acquisition adds Canadian “brick” – Zeus Capital

This morning Purplebricks Group (LON:PURP) has announced the acquisition of Canadian commission-free real estate service network, DuProprio, on a cash free/debt free basis for CAN$51m (£29.3m). * DuProprio has an..

BCA Marketplace PLC Adjusted EPS + 25.3% YOY – Zeus Capital

BCA Marketplace PLC (LON:BCA) has delivered another set of record results, which are 11% ahead of our forecasts at the adjusted PBT level and 9% at the adjusted EPS level...

XPS Pensions Group plc Merger adds to momentum – Zeus Capital

XPS Pensions Group plc (LON:XPS) full year results which include the acquisition of Punter Southall in January, are in line with our expectations. The merger of Xafinity and the pensions..

Tatton Asset Management Maiden results beat expectations – Zeus Capital

Tatton Asset Management Plc (LON:TAM) maiden full year results confirm that its 3 divisions are growing their client bases and its discretionary wealth management division “Tatton” is driving profitability. Highlights..

Warpaint London PLC Painting a bright future

Warpaint London Plc (LON:W7L) is a UK-based, colour cosmetics specialist that sells creative, design-focused and high-quality cosmetics at affordable prices. Warpaint’s flagship brand, W7, has established a loyal customer base,..

Redx Pharma Plc “Focus, Realism and Results” – Ian Ross, Chairman

Redx Pharma Plc (LON:REDX) new management team is focusing its financial resources (ca.£10m) on progressing its lead candidates in oncology and fibrotic disease into the clinic. Although the first patient..

Search

Funds

Broker Notes, Comments and Analysis

Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds