Broker Research / Notes

Growth Opportunities and Market Insights

Explore a selection of investment-focused articles that highlight companies poised for growth. These insights showcase strategic initiatives, market trends, and financial performance to help investors identify promising opportunities. Whether you’re exploring recovery stories, innovative solutions, or emerging market leaders, this section provides clear, factual, and accessible content to support informed investment decisions.

Hunting Plc is “Materially Undervalued” and a Buy says Broker on Q3 growth  

Hunting plc delivers strong Q3 results with 15% EBITDA growth, steady margins, and continued momentum across core units, says Canaccord Genuity in reaffirmed BUY note.

CyanConnode Strong First Half Sets Up Promising Outlook – Zeus Capital

CyanConnode reported 31% revenue growth in H1 FY2026, driven by soaring shipments and a strong order book, with major contracts set to boost future performance.

Diverse Income Trust Managers predict UK small-cap super cycle

Gervais Williams and Martin Turner of Premier Miton Investors are highly optimistic about Diverse Income Trust’s outlook, expecting equity income stocks to become market favourites as investors seek steady cash returns.

Ferro-Alloy Resources Unveils Compelling Potential Following Robust Feasibility Study (LON:FAR) – Panmure Liberum

Ferro-Alloy Resources advances Balasausqandiq Project with low-cost vanadium and carbon production, supported by strong feasibility results.

Valeura Energy Delivers Strong Operational Momentum in Thailand – Canaccord Genuity

Valeura Energy continues to deliver robust operational performance and strategic progress, demonstrating operational resilience, financial strength, and a clear vision for growth.

Norcros plc completes earnings-enhancing Fibo acquisition, Equity Development

Equity Development’s analysis frames the Fibo acquisition as a pragmatic step that strengthens Norcros’ market position in a growth category while adding geographic reach and operational capability.

Pennant International broker maintains 95% share price upside on £3.8m contract wins

Pennant’s recent contract wins with both an established defence partner and a new European OEM client reflect strong strategic execution and a solidifying reputation in virtual training systems.

Avation Clears the Runway for Growth Following Strong FY25 Results – Zeus Capital

Zeus Capital analysts John Cummins and Charlie Cullen praised the company’s progress, particularly its strong revenue growth and improving balance sheet. Revenue for FY25 came in at $110.1 million, marking a 19.2% increase year-on-year and surpassing Zeus’s expectations of $102.3 million.

Volta Finance: Liquid access to outperforming private credit

Volta Finance offers investors liquid access to the attractive but typically institutional-only CLO private credit market. The company provides portfolio diversification, with returns uncorrelated to bond indices, and delivers a near-9% dividend yield supported by strong cash generation.

Ferro-Alloy Resources Gears Up for Growth with Promising Interim Results – Shore Capital

Ferro-Alloy Resources is continuing to lay the groundwork for a potentially transformational future. With its feasibility study on the horizon, growing R&D momentum, and early revenue streams from both traditional processing and innovative by-products, the company is well-positioned to turn its Kazakhstani project into a major vanadium asset.

Strix Group Innovation and Expansion Keep Momentum Alive – Equity Development

Strix Group PLC, is showing encouraging progress across its diversified operations despite facing headwinds in some divisions. The latest research provides a detailed look at how the company is navigating the current environment,

Ilika Accelerates Towards EV Battery Commercialisation with Jaguar Land Rover – Baden Hill

Ilika partners with Jaguar Land Rover to advance solid-state battery technology for electric vehicles through the UK-backed PRIMED programme.

Pharos Energy Secures New Egyptian Concession, Enhancing Portfolio Value – Shore Capital

Pharos Energy secures new Egyptian concession with improved fiscal terms, boosting reserves, production potential, and long-term portfolio value.

Quadrise Strengthens Position in Central America with Panama Trial Success – VSA Capital

Quadrise completes successful Panama fuel trial with Sparkle Power, confirming emission reductions and unlocking commercial opportunities in Central America.

Lords Group Trading Share Price Tipped to Double on Positive 1H25 Results, Cavendish

Lords Group Trading, a specialist distributor of building, plumbing, and heating products continues to demonstrate resilience, growth, and strategic focus across its core divisions.

Windar Photonics builds momentum on H1 progress, platform enhanced for growth – Zeus Capital

Windar Photonics (LON:WPHO) has reported a progressive first half that, according to Zeus Capital, already covers as much as two thirds of the broker’s full year 2025 forecast

Real Estate Credit Investments: What RECI brings to investors

Real Estate Credit Investments offers a near 10% dividend yield backed by recurring interest income, with a track record of stability through various market cycles.

Chesnara Plc: Showing good operational progress

Chesnara has made progress in funding since July, completing its rights issue and raising £150m through a restricted Tier 1 instrument. Estimates have been reduced due to weaker economic results, with 2025E EPS lowered to 11.8p and 2026E EPS to 57.0p, though dividend growth of 6% is still expected.

Cora Gold Strengthens Position with Encouraging Progress, says Cavendish

Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors.

Ilika hits Stereax production milestone with Cirtec, Cavendish

Cavendish frames the update as a substantial de risking event. The commissioning phase in January 2025 was a vital precursor, and the latest qualification work represents the final technical validation before production.

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum.

EDX Medical Group: Pioneering the Future of Digital Diagnostics – Oberon Capital

EDX Medical is redefining diagnostics with cutting-edge cancer ‘Super Tests’, rapid sepsis detection & AI-powered pneumonia testing.

Hunting Plc is “Materially Undervalued” and a Buy says Broker on Q3 growth  

Hunting plc delivers strong Q3 results with 15% EBITDA growth, steady margins, and continued momentum across core units, says Canaccord Genuity in reaffirmed BUY note.

CyanConnode Strong First Half Sets Up Promising Outlook – Zeus Capital

CyanConnode reported 31% revenue growth in H1 FY2026, driven by soaring shipments and a strong order book, with major contracts set to boost future performance.

Diverse Income Trust Managers predict UK small-cap super cycle

Gervais Williams and Martin Turner of Premier Miton Investors are highly optimistic about Diverse Income Trust’s outlook, expecting equity income stocks to become market favourites as investors seek steady cash returns.

Ferro-Alloy Resources Unveils Compelling Potential Following Robust Feasibility Study (LON:FAR) – Panmure Liberum

Ferro-Alloy Resources advances Balasausqandiq Project with low-cost vanadium and carbon production, supported by strong feasibility results.

Valeura Energy Delivers Strong Operational Momentum in Thailand – Canaccord Genuity

Valeura Energy continues to deliver robust operational performance and strategic progress, demonstrating operational resilience, financial strength, and a clear vision for growth.

Norcros plc completes earnings-enhancing Fibo acquisition, Equity Development

Equity Development’s analysis frames the Fibo acquisition as a pragmatic step that strengthens Norcros’ market position in a growth category while adding geographic reach and operational capability.

Pennant International broker maintains 95% share price upside on £3.8m contract wins

Pennant’s recent contract wins with both an established defence partner and a new European OEM client reflect strong strategic execution and a solidifying reputation in virtual training systems.

Avation Clears the Runway for Growth Following Strong FY25 Results – Zeus Capital

Zeus Capital analysts John Cummins and Charlie Cullen praised the company’s progress, particularly its strong revenue growth and improving balance sheet. Revenue for FY25 came in at $110.1 million, marking a 19.2% increase year-on-year and surpassing Zeus’s expectations of $102.3 million.

Volta Finance: Liquid access to outperforming private credit

Volta Finance offers investors liquid access to the attractive but typically institutional-only CLO private credit market. The company provides portfolio diversification, with returns uncorrelated to bond indices, and delivers a near-9% dividend yield supported by strong cash generation.

Ferro-Alloy Resources Gears Up for Growth with Promising Interim Results – Shore Capital

Ferro-Alloy Resources is continuing to lay the groundwork for a potentially transformational future. With its feasibility study on the horizon, growing R&D momentum, and early revenue streams from both traditional processing and innovative by-products, the company is well-positioned to turn its Kazakhstani project into a major vanadium asset.

Strix Group Innovation and Expansion Keep Momentum Alive – Equity Development

Strix Group PLC, is showing encouraging progress across its diversified operations despite facing headwinds in some divisions. The latest research provides a detailed look at how the company is navigating the current environment,

Ilika Accelerates Towards EV Battery Commercialisation with Jaguar Land Rover – Baden Hill

Ilika partners with Jaguar Land Rover to advance solid-state battery technology for electric vehicles through the UK-backed PRIMED programme.

Pharos Energy Secures New Egyptian Concession, Enhancing Portfolio Value – Shore Capital

Pharos Energy secures new Egyptian concession with improved fiscal terms, boosting reserves, production potential, and long-term portfolio value.

Quadrise Strengthens Position in Central America with Panama Trial Success – VSA Capital

Quadrise completes successful Panama fuel trial with Sparkle Power, confirming emission reductions and unlocking commercial opportunities in Central America.

Lords Group Trading Share Price Tipped to Double on Positive 1H25 Results, Cavendish

Lords Group Trading, a specialist distributor of building, plumbing, and heating products continues to demonstrate resilience, growth, and strategic focus across its core divisions.

Windar Photonics builds momentum on H1 progress, platform enhanced for growth – Zeus Capital

Windar Photonics (LON:WPHO) has reported a progressive first half that, according to Zeus Capital, already covers as much as two thirds of the broker’s full year 2025 forecast

Real Estate Credit Investments: What RECI brings to investors

Real Estate Credit Investments offers a near 10% dividend yield backed by recurring interest income, with a track record of stability through various market cycles.

Chesnara Plc: Showing good operational progress

Chesnara has made progress in funding since July, completing its rights issue and raising £150m through a restricted Tier 1 instrument. Estimates have been reduced due to weaker economic results, with 2025E EPS lowered to 11.8p and 2026E EPS to 57.0p, though dividend growth of 6% is still expected.

Cora Gold Strengthens Position with Encouraging Progress, says Cavendish

Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors.

Ilika hits Stereax production milestone with Cirtec, Cavendish

Cavendish frames the update as a substantial de risking event. The commissioning phase in January 2025 was a vital precursor, and the latest qualification work represents the final technical validation before production.

Kepler highlights strong gains for JPMorgan European Discovery

Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum.

EDX Medical Group: Pioneering the Future of Digital Diagnostics – Oberon Capital

EDX Medical is redefining diagnostics with cutting-edge cancer ‘Super Tests’, rapid sepsis detection & AI-powered pneumonia testing.