Broker Notes, Comments and Analysis

Broker notes, analysis and comments

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods..

Volta Finance: Volatility put into context

This report analyses Volta's share price volatility during recent crises, finding mixed results compared to broader equity markets. Volta currently trades at a double discount to NAV and offers a..

High-Grade Tungsten Results Spark Optimism for Great Western Mining – Shard Capital

The role of tungsten as a critical mineral for industries and a key military metal is prompting a major restocking of supplies and resourcing of non-Chinese supply lines...

RM plc Embarks on New Growth Chapter with RM Ava Launch – Singer Capital Markets

RM is entering an exciting new era with the official launch of RM Ava, a pioneering platform set to redefine the future of education technology..

Norcros Builds Momentum in FY25 with Strong UK Performance – Equity Development

Full-year results for FY25, underscore the early success of its strategic initiatives..

Avation Highlights Underlying Value with Strategic Aircraft Sales – Zeus Capital

A series of compelling updates that underscore the robust value embedded in its balance sheet..

Tern Plc: Driving Value Through Innovation and Strategic Growth – Progressive Research

Tern plc (LON:TERN) continues to solidify its reputation as a leading venture capital firm focused on transformative IoT and AI-driven technology businesses. The latest research note from Progressive Research, dated..

Quadrise Accelerates Towards Commercial Milestones with Promising Global Projects – Shore Capital

Quadrise PLC (LONQED), the energy technology specialist dedicated to decarbonising the shipping and heavy industrial sectors, is making confident strides towards commercialisation. According to a research update by Shore Capital,..

Ferro-Alloy Resources Makes Strategic Progress Toward Vanadium Development – Panmure Liberum

Ferro-Alloy Resources has entered a key framework agreement with Chinese engineering giant CC6 for Phase 1 of its flagship vanadium project in Kazakhstan...

Drax Group Initiates Final Share Buyback Tranche Amid Strong Financial Discipline – Longspur Research

Drax Group show a clear endorsement of its capital discipline, strategic foresight, and operational strength...

Made Tech New Contracts Support Double Digit Revenue and EBITDA Growth, Singer Research

£26.2 million in new contracts during the second half, bringing its total year-to-date bookings to £68.2 million—an 89% increase compared to FY24...

Cerillion’s Strategic Wins and Product Innovation Drive Optimism – Singer Capital Markets

Cerillion latest half-year results reflect a strong performance and promising future trajectory...

Jubilee Metals Targets Major Copper Output Increase in Zambia – Zeus Capital

Jubilee Metals Group Plc (LON:JLP) is advancing rapidly in its ambition to become a copper producer of scale, as highlighted in its latest update on operations in Zambia...

Ilika Strengthens Its Position in the Solid-State Battery Market – Cavendish

Ilika Plc (LON:IKA) is turning heads in the battery tech world with its continued progress in solid-state battery (SSB) innovation, as highlighted in a recent update from Cavendish...

ICG Enterprise Trust: Investing in resilience, delivering growth

ICG Enterprise Trust Plc’s FY’25 results highlight robust 15% EBITDA growth and widening margins, showcasing a resilient strategy amidst market challenges...

Poolbeg Pharma Making Pivotal Strides in Cancer and Metabolic Disease Innovation – Shore Capital

Poolbeg Pharma (LON:POLB), a UK-based biopharmaceutical company, is capturing attention with significant advances in its development pipeline, aimed at transforming treatment for both cancer patients and those affected by metabolic..

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...
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Broker Notes, Comments and Analysis

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance...

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector..

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position...

Global Opportunities Trust Shows Its Mettle | QuotedData

a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns...

Volta Finance: Volatility put into context

This report analyses Volta's share price volatility during recent crises, finding mixed results compared to broader equity markets. Volta currently trades at a double discount to NAV and offers a forecast 2025 dividend yield of 9.4%...

High-Grade Tungsten Results Spark Optimism for Great Western Mining – Shard Capital

The role of tungsten as a critical mineral for industries and a key military metal is prompting a major restocking of supplies and resourcing of non-Chinese supply lines...

RM plc Embarks on New Growth Chapter with RM Ava Launch – Singer Capital Markets

RM is entering an exciting new era with the official launch of RM Ava, a pioneering platform set to redefine the future of education technology..

Norcros Builds Momentum in FY25 with Strong UK Performance – Equity Development

Full-year results for FY25, underscore the early success of its strategic initiatives..

Avation Highlights Underlying Value with Strategic Aircraft Sales – Zeus Capital

A series of compelling updates that underscore the robust value embedded in its balance sheet..

Ferro-Alloy Resources Makes Strategic Progress Toward Vanadium Development – Panmure Liberum

Ferro-Alloy Resources has entered a key framework agreement with Chinese engineering giant CC6 for Phase 1 of its flagship vanadium project in Kazakhstan...

Drax Group Initiates Final Share Buyback Tranche Amid Strong Financial Discipline – Longspur Research

Drax Group show a clear endorsement of its capital discipline, strategic foresight, and operational strength...

Made Tech New Contracts Support Double Digit Revenue and EBITDA Growth, Singer Research

£26.2 million in new contracts during the second half, bringing its total year-to-date bookings to £68.2 million—an 89% increase compared to FY24...

Cerillion’s Strategic Wins and Product Innovation Drive Optimism – Singer Capital Markets

Cerillion latest half-year results reflect a strong performance and promising future trajectory...

Jubilee Metals Targets Major Copper Output Increase in Zambia – Zeus Capital

Jubilee Metals Group Plc (LON:JLP) is advancing rapidly in its ambition to become a copper producer of scale, as highlighted in its latest update on operations in Zambia...

Ilika Strengthens Its Position in the Solid-State Battery Market – Cavendish

Ilika Plc (LON:IKA) is turning heads in the battery tech world with its continued progress in solid-state battery (SSB) innovation, as highlighted in a recent update from Cavendish...

ICG Enterprise Trust: Investing in resilience, delivering growth

ICG Enterprise Trust Plc’s FY’25 results highlight robust 15% EBITDA growth and widening margins, showcasing a resilient strategy amidst market challenges...

Real Estate Credit Investments (RECI): Meeting any potential macro challenges head on

Explore the resilience of Real Estate Credit Investments (RECI) amidst economic uncertainties, highlighting its robust credit management and strategic advantages...
Search

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Broker Notes, Comments and Analysis

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