Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Marks & Spencer’s Revival Strategy Gains Momentum, Says Shore Capital

Marks & Spencer’s turnaround gains momentum as Shore Capital highlights operational progress, strong food sales, and online fashion growth...

February 5, 2026

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

Sintana Energy secures ExxonMobil settlement, boosts balance sheet and eyes major drilling activity in 2026, says Auctus Advisors...

February 4, 2026

Titon Holdings Shows Medium-Term Promise in Latest Shore Capital Note

Titon Holdings posts improved FY25A results with strong growth in ventilation and rising margins, says Shore Capital in new report...

February 2, 2026

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

Naked Wines delivers disciplined strategy and profit-focused execution, says Panmure Liberum in latest research note reaffirming BUY rating...

February 2, 2026

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

Alkemy Capital signs major Glencore deal and progresses financing for Tees Valley Lithium refinery, says Zeus in new research...

January 28, 2026

Time Finance Delivers Positive Interim Results, Signals Confidence for Future Growth – Cavendish

Time Finance reports strong H1 2026 results with record lending growth and profit rise, according to the latest Cavendish research note...

January 28, 2026

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

January 28, 2026

Record plc Reports Strong Momentum and Record AUM – Panmure Liberum

Record plc reports strong Q4 with AUME at $116bn, notes Panmure Liberum, highlighting robust net flows and performance fees...

January 27, 2026

The Artisanal Spirits Company Sees Stabilisation and Growth Potential, Says Panmure Liberum

Artisanal Spirits Company shows signs of stabilisation and growth, with Panmure Liberum reaffirming its Buy rating in the latest research...

January 26, 2026

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

January 23, 2026

Differentiated portfolio positioning among UK investment trusts: New Research

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

January 23, 2026

Verici Dx landmark deal unlocks potential $300 million Tutivia market – Singer research ICYMI

Verici Dx unlocks access to $300 million Tutivia market with Prime Health Services PPO deal, says Singer Capital Markets...

January 22, 2026

Cora Gold Poised for Growth as Sanankoro Nears Construction – H&P Research

Cora Gold Limited nears construction at Sanankoro gold project, with H&P Research seeing 119% share price upside potential...

January 16, 2026

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and emerging growth sectors...

January 15, 2026

Fidelity Special Values “Outstanding Performance” Beats Nasdaq Composite Index I Latest Research

January 15, 2026

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

Since taking over in March 2024, JEDT’s new management team has strengthened performance while positioning the portfolio for volatile market conditions...

January 8, 2026

Pharos Energy Strengthens Position in Egypt and Vietnam, Says Cavendish

Pharos Energy receives $20m payment in Egypt and advances Vietnam drilling, highlights Cavendish in its latest research note...

January 8, 2026

Pharos Energy Positioned for Growth with Increased Drilling Momentum – Progressive Equity Research

Pharos Energy ramps up drilling in Vietnam and Egypt with strong financials, says Progressive Equity Research in latest analyst note...

December 18, 2025

Elemental Royalty Poised for Growth in the Mid-Tier Precious Metals Sector, Says Cantor Fitzgerald

Elemental Royalty Corp. receives Buy rating from Cantor Fitzgerald, citing strong growth outlook and robust royalty cash flows...

December 18, 2025

Sintana Energy Set to Unlock South Atlantic Potential, Says Auctus Advisors

Sintana Energy Inc poised for growth as Auctus Advisors highlights undervalued portfolio across Namibia, Uruguay, and Angola exploration plays...

December 17, 2025

News and Interview Alerts

Company Presentations

Cerillion Plc Annual KPIs. Substantial Pipeline. Stronger Competitive Position

RECI presentation: High-yielding, controlled-risk lending supports near 10% dividend yield

Q&As

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

6 February 2026

BlueNord ASA fund manager expects very substantial cash generation for years

6 February 2026

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

4 February 2026

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

4 February 2026

Hardman & Co

NB Private Equity Partners 2025 CMD: good returns from low-risk PE model

10 December 2025

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

2 December 2025

Volta Finance: Liquid access to outperforming private credit

6 October 2025

Real Estate Credit Investments: What RECI brings to investors

15 September 2025

Chesnara Plc: Showing good operational progress

8 September 2025

Green News

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

23 January 2026

Drax expands FlexGen platform with Flexitricity acquisition

21 January 2026

View all Sustainable sectors, Plcs and news >>

Search

Latest Interviews

The Diverse Income Trust: Why Gervais Williams Is Doubling Down on Overlooked UK Small Caps (video)

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

BrokerTalk

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

4 February 2026

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

2 February 2026

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

28 January 2026

Funds

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

6 February 2026

BlueNord ASA fund manager expects very substantial cash generation for years

6 February 2026

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

4 February 2026

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

4 February 2026

View all Funds, Market Insights and news >>

FTSE 100 News

UK Broker Ratings

Workspace Group PLC (WKP.L) Investor Outlook: What the 14.29% Potential Upside Means for You

6 February 2026

Zigup Plc (ZIG.L) Stock Analysis: Industrial Rental Services Giant with a 30% Upside Potential

6 February 2026

WH Smith PLC (SMWH.L) Investor Outlook: Navigating Potential Upside Amidst Market Challenges

6 February 2026

XPS Pensions Group PLC (XPS.L): Analyst Consensus Points to 29% Upside Potential for UK-Based Pension Specialist

6 February 2026

WORLDWIDE HEALTHCARE TRUST PLC (WWH.L) Stock Analysis: A Look at Recent Price Movements Amidst Strong Buy Ratings

6 February 2026

CNA

Marks & Spencer’s Revival Strategy Gains Momentum, Says Shore Capital

Marks & Spencer’s turnaround gains momentum as Shore Capital highlights operational progress, strong food sales, and online fashion growth...

February 5, 2026

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

Sintana Energy secures ExxonMobil settlement, boosts balance sheet and eyes major drilling activity in 2026, says Auctus Advisors...

February 4, 2026

Titon Holdings Shows Medium-Term Promise in Latest Shore Capital Note

Titon Holdings posts improved FY25A results with strong growth in ventilation and rising margins, says Shore Capital in new report...

February 2, 2026

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

Naked Wines delivers disciplined strategy and profit-focused execution, says Panmure Liberum in latest research note reaffirming BUY rating...

February 2, 2026

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

Alkemy Capital signs major Glencore deal and progresses financing for Tees Valley Lithium refinery, says Zeus in new research...

January 28, 2026

Time Finance Delivers Positive Interim Results, Signals Confidence for Future Growth – Cavendish

Time Finance reports strong H1 2026 results with record lending growth and profit rise, according to the latest Cavendish research note...

January 28, 2026

Global Opportunities Trust: Cash builds as valuations rise | New Research

Strong equity performance drove solid NAV growth for Global Opportunities Trust in 2025, alongside a meaningful narrowing of the share price discount...

January 28, 2026

Record plc Reports Strong Momentum and Record AUM – Panmure Liberum

Record plc reports strong Q4 with AUME at $116bn, notes Panmure Liberum, highlighting robust net flows and performance fees...

January 27, 2026

The Artisanal Spirits Company Sees Stabilisation and Growth Potential, Says Panmure Liberum

Artisanal Spirits Company shows signs of stabilisation and growth, with Panmure Liberum reaffirming its Buy rating in the latest research...

January 26, 2026

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

January 23, 2026

Differentiated portfolio positioning among UK investment trusts: New Research

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

January 23, 2026

Verici Dx landmark deal unlocks potential $300 million Tutivia market – Singer research ICYMI

Verici Dx unlocks access to $300 million Tutivia market with Prime Health Services PPO deal, says Singer Capital Markets...

January 22, 2026

Cora Gold Poised for Growth as Sanankoro Nears Construction – H&P Research

Cora Gold Limited nears construction at Sanankoro gold project, with H&P Research seeing 119% share price upside potential...

January 16, 2026

How FCSS is harnessing China’s innovation – Kepler Research

January 15, 2026

Fidelity Special Values “Outstanding Performance” Beats Nasdaq Composite Index I Latest Research

January 15, 2026

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

Since taking over in March 2024, JEDT’s new management team has strengthened performance while positioning the portfolio for volatile market conditions...