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.

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.

Pharos Energy Targets Growth with Vietnamese Drilling Strategy – Auctus Advisors

With promising developments in Vietnam Pharos Energy is set to drive future production and shareholder value.

itim Group Delivers Strong FY24 Results with Positive Outlook – Zeus Capital

itim Group delivered a significant improvement in profitability, strong cash generation, and secured major contract wins that validate its market-leading platform

Valeura Energy Increases Target Following Positive Developments at Wassana – Auctus Advisors LLP

Given its low capex, low opex, and high IRR, the project enhances the resilience of the business in a low oil price environment.”

accesso Technology Group: 30 new venue contracts and pipeline remains strong

accesso Technology Group's FY24 results show steady growth amid market uncertainties. Despite recent challenges, the company maintains a strong balance sheet and growth potential.

Touchstone Exploration Targets Growth Momentum with Shell Central Block Deal – Cavendish

Touchstone Exploration is making decisive moves to strengthen its asset base and unlock value for shareholders.

Dekel Agri-Vision’s Positive Momentum Continues as Cashew Profitability Nears – Zeus Capital

Strong pricing, coupled with stable production levels, has helped push year-to-date revenues in the palm oil division 30% ahead of the previous year

NB Private Equity Partners 2024: Short-term noise over long-term growth

NB Private Equity Partners Ltd's 2024 performance reflects short-term challenges but signals robust long-term potential, driven by strong EBITDA growth and flexible investment strategies.

Touchstone Exploration Advances Strategic Growth with Funded FY25 Plans – Shore Capital

A significant step forward in securing its future growth with a well-supported capital raise and term loan to fund its ambitious FY25 investment plans

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.

Pharos Energy Targets Growth with Vietnamese Drilling Strategy – Auctus Advisors

With promising developments in Vietnam Pharos Energy is set to drive future production and shareholder value.

itim Group Delivers Strong FY24 Results with Positive Outlook – Zeus Capital

itim Group delivered a significant improvement in profitability, strong cash generation, and secured major contract wins that validate its market-leading platform

Valeura Energy Increases Target Following Positive Developments at Wassana – Auctus Advisors LLP

Given its low capex, low opex, and high IRR, the project enhances the resilience of the business in a low oil price environment.”

accesso Technology Group: 30 new venue contracts and pipeline remains strong

accesso Technology Group's FY24 results show steady growth amid market uncertainties. Despite recent challenges, the company maintains a strong balance sheet and growth potential.

Touchstone Exploration Targets Growth Momentum with Shell Central Block Deal – Cavendish

Touchstone Exploration is making decisive moves to strengthen its asset base and unlock value for shareholders.

Dekel Agri-Vision’s Positive Momentum Continues as Cashew Profitability Nears – Zeus Capital

Strong pricing, coupled with stable production levels, has helped push year-to-date revenues in the palm oil division 30% ahead of the previous year

NB Private Equity Partners 2024: Short-term noise over long-term growth

NB Private Equity Partners Ltd's 2024 performance reflects short-term challenges but signals robust long-term potential, driven by strong EBITDA growth and flexible investment strategies.

Touchstone Exploration Advances Strategic Growth with Funded FY25 Plans – Shore Capital

A significant step forward in securing its future growth with a well-supported capital raise and term loan to fund its ambitious FY25 investment plans