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.

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.

Union Jack Oil Secures £2 Million to Drive U.S. Expansion – Lighthouse Equity Research

Funds are earmarked to support the drilling of three Oklahoma wells in the second half of 2025, with working interests of 60%, 43%, and 30%, respectively

Drax Delivers Resilient Performance with Strong Biomass and Pellets Volumes – Longspur Research

Drax Group interim results for the first half of 2025 reflect steady progress and strong fundamentals, particularly in its biomass generation and pellets business.

Firering Strategic Minerals Strengthens Limeco Position with Fresh Funding – Shard Capital

Firering’s strategic progress in Zambia signals its transition from exploration to near-term production.

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity.

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance.

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets.

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth.

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas.

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway.

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.

Drax Delivers Resilient Performance with Strong Biomass and Pellets Volumes – Longspur Research

Drax Group interim results for the first half of 2025 reflect steady progress and strong fundamentals, particularly in its biomass generation and pellets business.

Firering Strategic Minerals Strengthens Limeco Position with Fresh Funding – Shard Capital

Firering’s strategic progress in Zambia signals its transition from exploration to near-term production.

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

Arbuthnot Banking delivered 1H’25 results reflecting strong growth in specialist lending and deposit-gathering businesses, despite a halving of pre-tax profits due to interest rate pressures and subdued market activity.

Arbuthnot Banking Group Demonstrates Capital Discipline and Strategic Progress, Shore Capital Notes

Arbuthnot Banking Group's H1 FY25 results highlight strong capital discipline and strategic growth in Wealth and Asset Finance. Despite a tough comparative, deposits grew by 7% and the interim dividend increased by 10%, demonstrating resilience and a clear path for future performance.

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets.

Synectics Maintains Strong Momentum with Promising FY25 Outlook – Shore Capital

Synectics continues to make impressive strides under the guidance of CEO Amanda Larnder. Rob Sanders, underscores the company’s steady growth trajectory and solid financial positioning

Pharos Energy Reaffirms Production Guidance and Strengthens Balance Sheet – Shore Capital

Pharos Energy has reaffirmed FY25 guidance following a stable first half, with drilling set to resume in Vietnam. Shore Capital highlights valuation upside as Egypt talks progress and cash reserves grow, positioning the company for medium-term growth.

Touchstone Exploration Sees Production and Pricing Gains from Central Block – Cavendish

These results nearly double output from its Coho and Cascadura fields, previously TXP’s primary production areas.

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway.

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”