Broker notes, analysis and comments
Epwin Group plc (LON:EPWN) trading update in today’s AGM statement indicates that the business remains on course to meet FY17 expectations. FY16 results (April 6th) met expectations despite difficult end..
Pace of new investment remained subdued in April; as flat oil prices kept enthusiasm for the sector in check; even as the backlog of companies seeking – or likely to..
Accrol Group Holdings PLC (LON:ACRL) are the topic of conversation today when DirectorsTalk caught up with Mike Allen, Head of Research at Zeus Capital. Mike shares his thoughts on today’s..
Fulham Shore Plc (LON:FUL) proven management team is expanding both its main brands, Franco Manca and The Real Greek, ahead of expectations. FY17 saw a 55% rise in restaurants open,..
Lookers Plc (LON:LOOK) has released a solid trading update this morning ahead of its Capital Markets Day this afternoon, essentially confirming they are trading in line with expectations. We are..
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..
Ceres Power Holdings plc (LON:CWR) has today announced a new SOFC (Solid Oxide Fuel Cell) System Joint Development Agreement with one of the global OEMs in its partner portfolio. This..
This week, Xafinity Plc (LON:XAF) formally launched “DB Sense”, a “complete solution for small Defined Benefit pension schemes”, which could save an “average” £25m DB scheme £137,500 per annum. Xafinity..
Vertu Motors Plc (LON:VTU) has reported another record performance for 2017A, with adjusted EPS +7% ahead of our forecast expectations. We are maintaining our cautious FY assumptions from 2018E and..
Cambria Automobiles Plc (LON:CAMB) delivered strong H1 results with adjusted PBT exceeding our forecast by 5.1% and delivering growth of 21.7% YOY. Softer vehicle volumes were offset by a significant..
FY16 results show that CentralNic Group Plc (LON:CNIC) has delivered revenue of £22.1m (+113%), adj. EBITDA of £5.5m (+68%) and adj. PBT of £4.7m (+60%), in line with market expectations..
PPHE Hotel Group Ltd (LON:PPH) Q1 trading statement indicates a much stronger than anticipated performance, with LFL revenues up 17%, in spite of Easter falling in Q2 2017 (Q1 2016)...
Quantum Pharma plc (LON:QP), the service-led niche pharmaceutical developer and supplier to the health and care sectors, has reported its Preliminary financial results for the 12 months to January 31,..
Abzena plc (LON:ABZA) is an integrated group offering a broad range of services and technologies to improve the chances of discovering and developing effective biopharmaceutical drugs. With strong footprints in..
BCA Marketplace PLC (LON:BCA) has provided a short trading update this morning, essentially confirming it is trading at the upper end of expectations. Our forecast assumptions are towards the top..
Bacanora Minerals Ltd COM SHS NPV (DI) (LON:BCN) has completed its share placing with Japanese global trading company Hanwa Co Ltd, raising £10.2m gross. This formalises the previously announced off-take..
Omega Diagnostics Group plc (LON:ODX) has an established core business providing high quality in vitro diagnostic tests within three core areas of competence – Food Intolerance, Allergy & Autoimmune, Infectious..
We anticipate strong H1 results from Cambria Automobiles Plc (LON:CAMB) on 9th May, after flagging its H1 performance is likely to be “substantially ahead” of last year. We maintain our..
Action Hotels plc (LON:AHCG) has delivered final results in line with revised expectations following last week’s downgrade. Revenue and adj. EBITDA YOY growth of 22% and 16% was delivered with..
Oncimmune Holdings plc (LON:ONC) is a pioneering UK-based biotechnology company which has developed a blood test for the early cancer detection of lung cancer (using its EarlyCDT® platform which measures..
