Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Allergy Therapeutics plc Acarovac MPL into phase I clinical trial – 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..

Allergy Therapeutics plc Disruptive peanut allergy vaccine

Allergy Therapeutics plc (LON:AGY) is a long-established specialist in the prevention, diagnosis and treatment of allergies. Trials to obtain full regulatory approval as a biological for its ultra short-course immunotherapy,..

Oncimmune Holdings plc Considerable potential for long term out-performance say Zeus Capital

Oncimmune Holdings plc (LON:ONC), a pioneering UK-based biotech developing and commercialising blood tests for early cancer detection, today released its Interim results for the 6 months to November 30, 2016..

Entu (UK) plc Trading in line but dividend cut in FY17

Entu (UK) plc (LON:ENTU) has announced that EBITDA from continuing operations will be within the range of its previous guidance of £2.5m to £2.9m at £2.6m to £2.7m. This is..

DX (Group) plc Mix impact of new business wins leads to downgrades and dividend cut

DX (Group) plc (LON:DX) has announced that tough trading, cost and pricing pressures will significantly impact FY17 profitability. As a consequence, EBITDA is cut by 53% to £9.0m (previously £19.0m)..

Watkin Jones Plc All 2017 deliveries now forward sold confidence in FY18 forecasts increasing – Zeus Capital

This morning’s announcement that Watkin Jones Plc (LON:WJG) has forward sold the student accommodation element of a development in Bournemouth takes to six the number of developments since the end..

Pendragon PLC Full year results due 14th February – Zeus Comments

We anticipate a robust set of full year results from Pendragon Plc (LON:PDG) next week, with the shares +13% in January following a poor performance in 2016 (-33% in absolute..

Morses Club Plc Bringing Home Collect into the 21st Century

Morses Club Plc (LON:MCL) having completed a major integration, management is now focussing on carefully controlled growth. Technology is driving efficiency improvements, aiding credit management (impairments are at the lower..

Abzena ThioBridge® deal highlights undervaluation

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..

Hardman & Co: The Quest for Dividends

The Dow Jones Index has just breached the 20,000 mark, the first time in its 131- year history that it has done so, whilst the FTSE-100 Index (INDEXFTSE:UKX) has also..

Ilika plc Materials development grant for Hard Disk Drives

Ilika plc (LON:IKA), a pioneer in materials innovation and solid-state battery technology, announced today that it has received a notification from Innovate UK of its intent to award Ilika and..

Epwin Group PLC FY16 in line with expectations, delivering c.19% earnings growth – Zeus Capital

Epwin Group PLC (LON:EPWN) year-end trading update states that results are in line with expectations which we take to be in line with consensus PBT forecasts of £24.4m, marginally above..

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..

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