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.

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

Challenger Energy Moves Forward with Uruguay Ambitions – Zeus

Advancing efforts on the OFF-1 and OFF-3 licences, highlighting transformation into a focused offshore explorer with material near-term catalysts.

Time Finance, Cavendish Expects 3 years of Sustained Growth; “Highly Compelling Valuation”

With robust demand across its multi-product funding solutions, the group’s performance for the nine months to 28 February 2025 signals continued momentum and increasing scale.

Ferro-Alloy Resources Advances Balasausqandiq Project as R&D Focus Sharpens – Shore Capital

The plant will now focus on R&D to accelerate the completion and optimisation of the ongoing feasibility study, including the development of markets for the group’s carbon black substitute (CBS) product.

Cerillion plc 2000p Target Backed by Robust H2 Projections (LON:CER)

Panmure Liberum maintains a confident outlook on the company, highlighting its strong fundamentals and future opportunities.

SAE Renewables Secures Key Loan to Accelerate Battery Storage Progress – Longspur Research

Adam Forsyth highlights how a timely £8.5 million loan from Cardiff Capital Region’s Strategic Premises Fund is helping the company firm up progress on its 240MWh AW1 battery energy storage system (BESS) project.

DRAX Group’s Flexibility Shines Amid Bid Developments – Longspur Research

Longspur Research, authored by analyst Adam Forsyth, highlights that the company's strategic focus on flexibility remains a key strength, especially as new bids emerge in the battery storage space.

Jubilee Metals Ramps Up Chrome and PGM Output – Zeus Capital

The analyst has revised its full-year production guidance upwards, signalling a strong operational performance that is expected to boost its bottom line

Cerillion Latest Research Highlights Potential Strong H2 says Singer

The telecoms software provider is expected to rebound significantly, underpinned by solid existing customer relationships and a robust expansion pipeline.

Chesnara Plc Showing good operational progress

Chesnara Plc's 2024 results showcase strong growth and profitability, highlighting a 17% increase in Economic Value profit and consistent dividend growth.

SDI Group Powers Into Electric Boiler Market With Smart Acquisition – Cavendish

Cavendish’s Director of Research, David Buxton, describes this move as a strategic and value-enhancing addition to SDI’s already robust portfolio.

Arbuthnot Banking Group 2024 results: Franchise growing through the noise

Discover how Arbuthnot Banking Group's 2024 results highlight significant growth in lending, deposits, and wealth management, positioning it for future success.

Quadrise Signs Key Agreement as MSC Trial Nears – Shore Capital

Quadrise’s latest agreement adds further credibility and momentum to its drive for commercial-scale deployment.

Apax Global Alpha: Jam yesterday, and tomorrow, but not today

Apax Global Alpha Ltd (LON:APAX) faces a challenging 2024, but its long-term strategy and strong investee company performance signal potential for future NAV growth.

Pharos Energy positioned for 2025 growth following solid 2024 performance

Pharos Energy Plc (LON:PHAR) demonstrates strong financial performance in its 2024 results, highlighting organic and inorganic growth opportunities to enhance shareholder value.

Pharos Energy Eyes Future Growth and 5.6% Dividend Yield – Shore Capital

Pharos Energy Plc (LON:PHAR) reports strong FY2024 results, marked by solid revenues, a debt-free status, and shareholder rewards, positioning for future growth.

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

Challenger Energy Moves Forward with Uruguay Ambitions – Zeus

Advancing efforts on the OFF-1 and OFF-3 licences, highlighting transformation into a focused offshore explorer with material near-term catalysts.

Time Finance, Cavendish Expects 3 years of Sustained Growth; “Highly Compelling Valuation”

With robust demand across its multi-product funding solutions, the group’s performance for the nine months to 28 February 2025 signals continued momentum and increasing scale.

Ferro-Alloy Resources Advances Balasausqandiq Project as R&D Focus Sharpens – Shore Capital

The plant will now focus on R&D to accelerate the completion and optimisation of the ongoing feasibility study, including the development of markets for the group’s carbon black substitute (CBS) product.

Cerillion plc 2000p Target Backed by Robust H2 Projections (LON:CER)

Panmure Liberum maintains a confident outlook on the company, highlighting its strong fundamentals and future opportunities.

SAE Renewables Secures Key Loan to Accelerate Battery Storage Progress – Longspur Research

Adam Forsyth highlights how a timely £8.5 million loan from Cardiff Capital Region’s Strategic Premises Fund is helping the company firm up progress on its 240MWh AW1 battery energy storage system (BESS) project.

DRAX Group’s Flexibility Shines Amid Bid Developments – Longspur Research

Longspur Research, authored by analyst Adam Forsyth, highlights that the company's strategic focus on flexibility remains a key strength, especially as new bids emerge in the battery storage space.

Jubilee Metals Ramps Up Chrome and PGM Output – Zeus Capital

The analyst has revised its full-year production guidance upwards, signalling a strong operational performance that is expected to boost its bottom line

Cerillion Latest Research Highlights Potential Strong H2 says Singer

The telecoms software provider is expected to rebound significantly, underpinned by solid existing customer relationships and a robust expansion pipeline.

Chesnara Plc Showing good operational progress

Chesnara Plc's 2024 results showcase strong growth and profitability, highlighting a 17% increase in Economic Value profit and consistent dividend growth.

SDI Group Powers Into Electric Boiler Market With Smart Acquisition – Cavendish

Cavendish’s Director of Research, David Buxton, describes this move as a strategic and value-enhancing addition to SDI’s already robust portfolio.

Arbuthnot Banking Group 2024 results: Franchise growing through the noise

Discover how Arbuthnot Banking Group's 2024 results highlight significant growth in lending, deposits, and wealth management, positioning it for future success.

Quadrise Signs Key Agreement as MSC Trial Nears – Shore Capital

Quadrise’s latest agreement adds further credibility and momentum to its drive for commercial-scale deployment.

Apax Global Alpha: Jam yesterday, and tomorrow, but not today

Apax Global Alpha Ltd (LON:APAX) faces a challenging 2024, but its long-term strategy and strong investee company performance signal potential for future NAV growth.

Pharos Energy positioned for 2025 growth following solid 2024 performance

Pharos Energy Plc (LON:PHAR) demonstrates strong financial performance in its 2024 results, highlighting organic and inorganic growth opportunities to enhance shareholder value.

Pharos Energy Eyes Future Growth and 5.6% Dividend Yield – Shore Capital

Pharos Energy Plc (LON:PHAR) reports strong FY2024 results, marked by solid revenues, a debt-free status, and shareholder rewards, positioning for future growth.