Broker Notes, Comments and Analysis

Broker notes, analysis and comments

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..

Elegant Hotels Group Plc CEO chats & Zeus say very attractive long term investment

Elegant Hotels Group Plc (LON:EHG) is the topic of discussion with Mike Allen, head of research at Zeus Capital. Mike explains his take on the 2016 results, talks about key..

Watkin Jones Plc 23% profit growth in FY16 and a positive outlook in FY17 and FY18

Watkin Jones plc (LON:WJG), a leading UK developer and constructor of multi occupancy property assets, with a focus on the student accommodation sector, announced today its maiden annual results for..

City of London Investment Group Plc Pre-close shows 1H PBT up 61%

City of London Investment Group Plc (LON:CLIG) today provided a trading update while Zeus Capital said: What’s new Today’s pre-close statement from City of London Investment Group (CLIG) reveals: *..

Elegant Hotels Group Plc A year of expansion & Zeus comments

Elegant Hotels Group Plc (LON:EHG) today announced a full year results statement, Zeus Capital said: Final results are broadly in line with our revised forecasts on most headline levels in..

Marshall Motor Holdings PLC Comfortably in line with expectations

Marshall Motor Holdings PLC (LON:MMH) Group Chief Executive Daksh Gupta and Chief Financial Officer Mark Raban talk to DirectorsTalk about its trading update. Mark talks about the main drivers behind..

UK Housebuilding Sector: 2016 and beyond

It was Arthur Holly Compton, a physicist and winner of the Nobel Prize in physics in 1927, who invented speed bumps; and they were first used in New Jersey in..

boohoo.com plc R55% headline sales growth, strong trading through key period lifts FY guidance yet again

boohoo.com Plc (LON:BOO) has traded strongly across all regions in the four months to 31 December, including the Black Friday weekend and key peak season Christmas period. Headline sales growth..

Ilika plc Interims show solid-state progress – Zeus Capital

Ilika plc (LON:IKA) interims today show the company is executing its solid-state battery commercialisation strategy as planned. We leave FY17 & FY18 forecasts unchanged and look for first OEM licensing..

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