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.

AJ Bell Breaks £100bn Platform Assets Barrier, Highlights Singer Capital Markets

AJ Bell surpasses £100bn in platform assets, driven by strong inflows and customer growth, says Singer Capital Markets analyst Andrew Watson...

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

RECI continues to show resilience during weaker market periods, supported by a sizeable pipeline that reflects the manager’s ability to access less competitive areas of real estate lending...

Panmure Liberum Highlights Cerillion’s Expanding Pipeline and Strengthening Growth Outlook

Cerillion’s record telecom systems pipeline and solid FY25 results underpin Panmure Liberum’s positive growth outlook for the UK software group...

Norcros Interims On Track For FY26 Expectations, Cavendish

Norcros delivered interim results, with revenue growth, stronger margins and lower net debt, according to Cavendish research on the group...

Elemental Royalty Expands Scale and Growth Outlook Following EMX Merger – NBCCM

Elemental Royalty Corp. boosts growth with EMX merger, targeting stronger cash flows and portfolio diversification, says NBCCM research...

Strix Group Sharpens Focus on Shareholder Value and Debt Reduction – Equity Development

Strix Group PLC is taking bold steps to reduce debt and refocus on shareholder value, according to a new research note from Equity Development. Analyst David O’Brien highlights the company’s plan to generate £10m in cash by March 2026 and cut its net debt/EBITDA ratio to 1.5x within 18 months...

Ampeak Energy Shows Expanding Potential at Uskmouth, Longspur Research

Ampeak Energy is progressing its battery storage plans at Uskmouth, supported by strong grid access and a growing portfolio highlighted in Longspur Research’s latest note...

Firering Strategic Minerals Secures Settlement Funds to Boost Limeco Option – Shard Capital

Firering secures $1 million cash settlement and Ricca distribution proceeds to fund Limeco option, increasing its stake to 36.2% with further upside potential...

Finseta Enhances Financial Flexibility Following Loan Restructuring – Shore Capital

Finseta restructures key loan and enhances cash flow flexibility, positioning the company for stronger growth and improved financial performance, according to Shore Capital's latest research...

Likewise Group Maintains Strong Growth Momentum, Says Zeus Capital

Likewise Group posts strong growth despite market challenges, with revenue up 7.2% and signs of accelerating momentum into 2025, says Zeus Capital...

Latest Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index...

Drax Group Expands Energy Flexibility with Strategic Battery Acquisition, says Longspur Research

Drax Group boosts energy flexibility with strategic battery acquisitions, enhancing trading capabilities and supporting low-carbon goals, says latest Longspur Research...

One Health Group Delivers Strong Interim Growth, Says Panmure Liberum

One Health Group posts strong interim results, with revenue and procedures ahead of expectations, highlighting growth amid NHS waiting list pressures...

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...