Broker notes, analysis and comments
Koovs plc (LON:KOOV) has today announced a major deal with Hindustan Times Media (“HT”). HT is taking a substantial stake in Koovs in exchange for advertising and marketing credit, providing..
Oxford BioMedica Plc (LON:OXB) is a specialist advanced-therapy lentivirus vector biopharma company. It offers vector manufacturing and development services, and also has a proprietary drug pipeline. In addition to LentiVector®..
boohoo.com (LON:BOO) has delivered solid Q1 Group revenue growth of 53% to £183.6m, with standout like-for-like growth of 158% delivered by PLT. At a Group level, the UK saw strong..
Zeus Capital note the announcement made towards BCA Marketplace PLC (LON:BCA) this morning regarding a preliminary conditional approach from Apax Partners LLP on the 9th May and an all cash..
OnTheMarket Plc (LON:OTM) is the largest majority-agent owned UK Property Portal. In its previous form Agents’ Mutual, its agents with Board membership included SpicerHaart, Savills, Knight Frank, KFH, Strutt &..
Chamberlin Plc (LON:CMH) remains on track strategically, and the technical problems at the new machine shop are now largely resolved. The group has consequently delivered a significantly improved performance in..
Avacta Plc (LON:AVCT) is a pre-clinical biotechnology company and the proprietary owner of Affimer technology. Affimers represent a radical alternative to the established antibody technology, which continues to dominate the..
Gateley (Holdings) Plc (LON:GTLY) is a broad-based commercial law and complementary professional services group. It is a leader in the UK mid market, and has seen double digit revenue and..
Bionomics Ltd (ASX:BNO) is an Australian biopharmaceutical company specialising in ion channel drug discovery for central nervous system (CNS) disorders such as anxiety and post-traumatic stress disorder (PTSD). BNO also..
SimplyBiz Group Plc (LON:SBIZ) is a leading provider of compliance and business support services to over 3,400 UK directly authorised financial intermediary firms (Members). Regulation is a growth industry. SimplyBiz..
R.E.A. Holdings Plc (LON:RE.) – the announcement of an improving set of full year results for 2017 was complemented by the announcement that REA Kaltim (REAK) had entered into a..
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 (SCIT), continues to gain market share..
Growth through the cycle Mortgage Advice Bureau (Holdings) Plc (LON:MAB1) business model: We observe four attractive characteristics, which ensure MAB delivers predictable revenue, profit and dividend growth: * Currently, the..
For Epwin Group plc (LON:EPWN) trading in the first five months of the year has been in line with expectations despite the impact of adverse weather in the January to..
The new management team of Redx Pharma Plc (LON:REDX) is focusing its financial resources (ca.£10m) on progressing its lead candidates in oncology and fibrotic disease into the clinic. Although the..
Ceres Power Holdings (LON:CWR) has announced a very meaningful strategic partnership with and equity investment from Weichai Power. Zeus Capital said that Weichai is listed in both Hong Kong and..
Kim Jong-un, North Korea’s Supreme leader, has been in rehab and is finally living up to the English translation of his christian names: justice-and-favour. The World is a different place..
Non-Standard Finance plc (LON:NSF) 14 May trading statement confirmed that all the 2017 trends have continued, leaving our strong growth forecasts unchanged. Rapid loan growth has been seen in each..
Lookers Plc (LON:LOOK) have this morning released a trading update for the three-month period to 31 March 2018, essentially confirming the group continues to trade in line with expectations and..
Cambria Automobiles Plc (LON:CAMB) has delivered robust H1 2018 performance, which was marginally ahead of our forecast at the adjusted PBT level (£4.8m vs. ZC £4.6m). We are maintaining our..
