Broker Notes, Comments and Analysis

Broker notes, analysis and comments

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..

Koovs plc Successful fund raising

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 Gene-therapy for Parkinson’s: clinical progression

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 plc 53% group growth delivered in Q1 – Zeus Capital

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..

BCA Marketplace PLC Approach from Apax Partners

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 Property Portal 3.1 – Zeus Capital

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 Trading strong, technical issues largely resolved

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 In vivo expression of Affimers

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 Fiscal 2018 Trading Update and Acquisition

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 Third Phase II trial of BNC210 begins

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 Beneficiary of changing regulation – Zeus Capital

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 An Elegant Solution

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 Opening the door to registration

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..

Mortgage Advice Bureau Investment case – Zeus Capital Notes

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..

Epwin Group plc Trading in line with FY18 expectations – Zeus Capital Notes

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..

Redx Pharma Clinical and corporate update

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 – Major Chinese Strategic Partnership

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..

Search

Funds

Broker Notes, Comments and Analysis

Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds