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.

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves.

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore.

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance.

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position.

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

Pharos Energy Steams Ahead with Vietnam Drilling Plans, Says Auctus Advisors

Pharos Energy is set for growth in 2025 as drilling kicks off in Vietnam’s TGT and CNV fields. Auctus Advisors reaffirms its £0.45 price target, highlighting strong operational delivery and upside from contingent resources that exceed current 2P reserves.

Union Jack Oil Accelerates Growth with UK Production Boost and US Exploration Upside, Zeus Capital

These developments showcase a balanced portfolio approach, combining steady cash generation from onshore UK assets with high-impact exploration opportunities in the USA

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore.

ICG Enterprise Trust Investor Seminar 2025: Resilience and Growth

Benchmark-beating IRRs, minimal co-investment losses and strong EBITDA growth have driven long-term outperformance.

Hercules PLC’s Strategic Acquisition Propels Growth Potential, SP Angel

A major step forward in its evolution as a leading labour supplier to the UK construction sector

NIOX Group a ‘Buy’ with Dependable Growth and Cashflow, Singer (LON: NIOX) 

NIOX continues to capitalise on both clinical and research markets, delivering consistent growth and strengthening its cash position.

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