Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Allergy Therapeutics plc Good Polyvac® Peanut preclinical results – Zeus Capital

Allergy Therapeutics Plc (LON:AGY) is a UK-based, specialty pharmaceutical company focused on the development, manufacture and sale of vaccines and other products for the treatment and prevention of allergies. This..

Quantum Pharma PLC Pre-close trading update – on plan

Quantum Pharma plc (LON:QP), the service-led niche pharmaceutical manufacturer, developer and supplier to the health and care sectors, has released a pre-close trading update this morning. Zeus Capital said: The..

Motif Bio PLC Clinical trial finishes patient treatment phase

Motif Bio plc (LON: MTFB), the clinical stage biopharmaceutical company specialising in developing novel antibiotics, today announced that the last patient has finished the treatment phase in REVIVE-1, the Phase..

Conviviality Plc Revenue up 211%, Profit before tax up 285%, Interim dividend up 100%

Conviviality Plc (LON:CVR), the UK’s leading independent wholesaler and distributor of alcohol and impulse serving consumers through its franchised retail outlets and through hospitality and food service, announced today its..

Conviviality PLC Positive H1, delivery of organic growth during integration and confident outlook

Conviviality PLC (LON:CVR) today issues a positive set of results for the H1 period to the end of October 2016. The company also reports strong trading during the Christmas period..

Mi-Pay Group plc 2016 has seen another year of progress, Zeus say Positive FY16

Mi-Pay Group plc (LON:MPAY), the leading provider of outsourced digital transformation and mobile payment solutions to Tier 1 Mobile Network Operators and Mobile Virtual Network Operators, is pleased to provide..

Burford Capital Limited Positive judgement from the secondary market

On 3rd January Burford Capital Limited (LON:BUR) announced that on 30th December it had sold an interest in the Petersen claim to a third party investor at a price that..

Mortgage Advice Bureau (Holdings) plc has delivered yet another strong performance

Mortgage Advice Bureau (Holdings) plc (LON:MAB1), one of the UK’s leading networks for mortgage intermediaries, today issues a pre-close trading update for the year ended 31 December 2016, ahead of..

Ceres Power PLC H117 trading update: Successfully executing innovative commercialisation strategy say Zeus

The trading update released by Ceres Power Holdings PLC (LON:CWR) this morning aggregates commercial news flow since the June 2016 year end. It highlights a company gathering real momentum and..

City of London Investment Group Plc Q2 statement shows robust profitability

City of London Investment Group Plc (LON:CLIG) has issued a trading statement for the first half of the 2017 financial year. As we noted previously, emerging market equities performed poorly..

Alliance Pharma Plc Potential of Diclectin

Alliance Pharma plc (LON:APH) buy-and-build strategy which is to evolve into a profitable, cash generative, specialty pharma business is clearly bearing fruit. Acquisition of the dermatology and woundcare products from..

SigmaRoc plc Building differentiated growth – Zeus Capital

With its £45m acquisition of Ronez Ltd, a vertically-integrated aggregates producer in the Channel Islands, SigmaRoc plc (LON:SRC) has emerged as a new, growth-orientated construction materials company. But utilising management’s..

Safestyle UK plc Another good year – Zeus Capital

Safestyle UK plc (LON:SFE), the leading UK-focused retailer and manufacturer of PVCu windows and doors for the homeowner market, has today provided a trading update for the year ended 31..

Allergy Therapeutics Plc Investment driving market share gains

Allergy Therapeutics Plc (LON:AGY) is a long-established specialist in the prevention, diagnosis and treatment of allergies. Pollinex Quattro continues to gain market share despite being available in Europe only on..

MySale Group PLC Strong H1 17 performance, confident outlook for H2 – Zeus Capital

Following on from the positive AGM statement at the end of November, MySale Group PLC (LON:MYSL) has released an upbeat pre-close trading update. Group revenue increased 6% to A$136.1m, while..

Motif Bio plc Update post NASDAQ IPO

Motif Bio plc (LON:MTFB, NASDAQ:MTFB), is a late clinical stage antibiotic development company. The company completed its IPO on NASDAQ in November last year raising $25m before expenses. With the..

Diurnal Group Plc Infacort® – On track to market

Diurnal Group Plc (LON:DNL) is a clinical stage specialty pharmaceutical company focused on diseases of the endocrine system. It has two lead candidates – Infacort that completed its Phase III..

Headlam Group plc Strong trading leads to further upgrades to forecasts – Zeus Capital

Headlam Group plc (LON:HEAD) saw strong trading in the last eight weeks of the year lead to further upgrades to forecasts, this follows the upgrades put through at the time..

1st half reported revenues ahead of expectations for Allergy Therapeutics plc

Allergy Therapeutics plc (LON:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today provides an update on trading for the six months ended 31 December 2016 ahead of..

INTERVIEW: City of London Investment Group – Now is a good time say Zeus Capital

City of London Investment Group Plc (LON:CLIG) is the topic of conversation with Robin Savage, research director at Zeus Capital. Robin explains why a 61% increase in its profit before..

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