Equity research insights January 2024 and December 2023

Cerillion

DirectorsTalk brings you professional opinions and insights from leading equity
research analysts on five companies with exciting prospects listed on the London
Stock Exchange. DirectorsTalk aims to help investors make more informed
investment decisions.

DG Innovate plc (LON:DGI) is an advanced research and development company pioneering sustainable and environmentally considerate improvements to electric mobility and storage, using abundant materials and the best engineering and scientific practices. DGI’s current research and development activities are broadly split into two areas, focusing on novel electric motor technologies and energy storage solutions.

Hercules Site Services plc (LON:HERC) is a collaborative, innovative company delivering services of the highest standards within the Civil Engineering sector of the construction industry.

Likewise Group PLC (LON:LIKE) is a distributor of floorcoverings and matting and has the opportunity to consolidate the domestic and commercial floorcovering markets to become one of the UK’s largest distributors in this sector.

CyanConnode Holdings Plc (LON: CYAN) is a world leader in the design and development of Narrowband RF mesh networks that enable Omni Internet of Things (IoT) communications. With a wealth of expertise and experience in smart technology, the Group provides customers with long-range, low-power, end-to-end networking solutions and high-performance applications that help them enhance service delivery, improve business efficiency and save energy.

Cerillion plc (LON:CER) is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.

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Latest Company News

Smart grid communications taking centre stage in India’s energy transition

CyanConnode is helping Indian utilities prevent outages and reduce losses by turning smart meter data into real-time operational intelligence.

Manufacturing moves back into expansion

UK manufacturing entered expansion in December, with rising orders and output pointing to a potential turning point for the sector.

UK electricity networks ramp up hiring as grid investment reaches delivery stage

UK grid operators are hiring at record speed as electricity network upgrades shift into full-scale delivery, pointing to real capital deployment and long-term investor opportunity.

Cerillion secures £42.5m five-year BSS/OSS contract with Omantel

Cerillion has won its largest contract to date, securing a five-year agreement worth approximately £42.5 million with Oman Telecommunications (Omantel).

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Telecoms are moving to monetise data access, not just volume, with prioritised mobile plans reshaping how connectivity is sold.

Flooring decisions being made earlier in home design

Flooring is becoming a first-choice decision in home design, creating new opportunities for companies focused on quality surfaces.

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