Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Sinclair Pharma Demand growing in target markets

In 2016 Sinclair Pharma Plc (LON:SPH) was transformed into a streamlined, pure-play aesthetics company with a concentrated, competitive portfolio of differentiated injectable products. Effective, longer-lasting, natural looking, minimally invasive treatments..

ValiRx Positive early data from VAL401

ValiRx Plc (LON:VAL) is a clinical-stage biopharmaceutical company focused on the development of therapeutics for the treatment of cancer, associated biomarkers and companion diagnostics. The company’s two leading assets are..

Purplebricks AGM trading update

Purplebrick Group Plc (LON:PURP) AGM trading update confirms that it has made a “strong start” to the current financial year to 30 April 2018 and “trading in the UK and..

The Gym Group Alternative valuation

Gym Group Plc (LON:GYM) Valuing high growth companies can be tricky. The cost of establishing growth tends to drag down current earnings, making the company look expensive on straight PE..

Abzena Plc Disappointing trading statement fully discounted

Abzena Plc (LON:ABZA) is a global life sciences group offering a broad range of integrated services and technologies to enable the development of better biopharmaceutical drugs. With strong footprints in..

EVR Holdings plc Creating the #1 Global Music Platform for Virtual Reality

EVR Holdings plc (LON:EVR) Virtual Reality devices provide consumers with access to fully immersive 3D worlds, as well as the ability to interact within a virtual environment as if they..

Harvey Nash Group Robust set of H1 results

Harvey Nash Group Plc (LON:HVN) has delivered a robust set of H1 results, with adjusted EPS +17% YOY. The underlying business is performing to plan, albeit market conditions across its..

boohoo.com plc 106% group growth delivered in H1

boohoo.com Plc (LON:BOO) continues to exceed expectations, delivering H1 group revenue growth of 106% to £262.9m, with boohoo brand up 43% YoY (40% CER) and PLT delivering standout growth of..

Strix Group plc Global leader in Kettle controls

STRIX GROUP PLC ORD 1P (LON:KETL) is the global leader in the manufacture of kettle safety controls with a market share by value of over 50%. Its controls are used..

MySale Group plc FY17 Finals: track record building, new opportunities and confident outlook

FY17 was yet another year of progress for MySale Group plc (LON:MYSL), with sustained focus on the strategic goals achieving growth in both revenue and profitability. FY revenue increased by..

GYG PLC Plain sailing into H2

Global Yachting Group – GYG Plc (LON:GYG) has delivered a robust set of H1 forecasts, which are marginally ahead of our (Zeus Capital) forecast given in our recent initiation note..

Mortgage Advice Bureau (Holdings) Plc Interims show good growth

Mortgage Advice Bureau (Holdings) Plc (LON:MAB1) interim results to 20 June 2017 reveal profitable growth: * 14% yoy rise in average adviser numbers to 974 (1H16: 851); * 15% yoy..

Collagen Solutions Engineering towards CE Mark

Collagen Solutions Plc (LON:COS) is a biomaterials company developing and manufacturing medical grade collagen components for use in medical devices, research, and regenerative medicine. A number of investment initiatives have..

Gateley (Holdings) Plc FY 17 results and initiation

Gateley (Holdings) Plc (LON:GTLY) is a broad-based UK legal services firm. It floated on AIM in mid-2015. It is a leader in the UK mid market, having grown strongly over..

AIM Oil & Gas Exploration & Production review

After enjoying a flood of investment in July, the level of new funds finding their way into AIM’s Oil & Gas Exploration & Production sector slowed to a trickle in..

Safestyle UK plc Shares offer an attractive 6.1% dividend yield – Zeus

Safestyle UK Plc (LON:SFE) has released interim results for the six months ended 30 June. Revenue of £82.5m is +1.4% YoY (HY16 restated: £81.4m) however an increase in costs driven..

Cashflow accounting – The need for consistency

According to the US Securities and Exchange Commission, “Cashflow statements report a company’s inflows and outflows of cash”. This is such a simple and obvious statement. Unfortunately, the failure of..

Action Hotels plc Year-on-year growth

Action Hotels plc (LON:AHCG), the leading owner, developer and asset manager of branded three and four-star hotels in the Middle East and Australia, announced today its unaudited results for the..

City of London Investment Group Sterling strength prompts cut

This month the MSCI Emerging Markets Index (MXEF) rose 1% to 1100 (up 8.8% since 30 June 2017) and Sterling strengthened 5% to £1 = US$1.35 (12% above its January..

Xafinity Plc Supportive of referral to CMA

What’s new Yesterday Xafinity Plc (LON:XAF) and Markets Authority, “CMA”, launched a market investigation into investment consultancy and fiduciary management services. Yesterday, Xafinity’s Head of Pension Investment commented: “[Xafinity] fully..

Search

Funds

Broker Notes, Comments and Analysis

Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds