# Research Notes - Link: https://www.directorstalkinterviews.com/research-notes - Published: 2025-01-17T09:54:13+00:00 - Author: Giles ![Broker Research / Notes](https://www.directorstalkinterviews.com/wp-content/uploads/ 2025/01/Research-Notes-1024x682.jpg "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. [ ⌊Ampeak Energy Research⌉ ](https://www.directorstalkinterviews.com/ampeak-energy-equity-research-longspur-highlights-major-battery-storage-milestone-and-12-5p-valuation/4121269703) # 󠀁[Ampeak Energy equity research: Longspur highlights major battery storage milestone and 12.5p valuation](https://www.directorstalkinterviews.com/ampeak-energy-equity-research-longspur-highlights-major-battery-storage-milestone-and-12-5p-valuation/4121269703)󠁿 Could Ampeak Energy's battery breakthrough unlock further value? Longspur highlights a major milestone and its 12.5p valuation... * [ November 13, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/13) [ ⌊PGH⌉ ](https://www.directorstalkinterviews.com/personal-group-equity-research-canaccord-hails-superior-earnings-growth-trajectory/4121269701) # 󠀁[Personal Group equity research: Canaccord hails “superior earnings growth trajectory”](https://www.directorstalkinterviews.com/personal-group-equity-research-canaccord-hails-superior-earnings-growth-trajectory/4121269701)󠁿 Could Personal Group's earnings more than double? Canaccord highlights 32% EPS growth and a 465p share price target... * [ November 13, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/13) [ ⌊Valeura Energy Inc⌉ ](https://www.directorstalkinterviews.com/valeura-energy-targets-further-growth-as-broker-sees-22-share-price-upside-auctus-advisors/4121269698) # 󠀁[Valeura Energy Targets Further Growth as Broker Sees 22% Share Price Upside, Auctus Advisors](https://www.directorstalkinterviews.com/valeura-energy-targets-further-growth-as-broker-sees-22-share-price-upside-auctus-advisors/4121269698)󠁿 Could Valeura Energy's next growth catalyst be approaching? Auctus Advisors highlights 22% potential upside and key development decisions... * [ November 13, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/13) [ ⌊Hardman & Co⌉ ](https://www.directorstalkinterviews.com/chesnara-plc-fourth-acquisition-in-two-years/4121269623) # 󠀁[Chesnara Plc: Fourth acquisition in two years](https://www.directorstalkinterviews.com/chesnara-plc-fourth-acquisition-in-two-years/4121269623)󠁿 Hardman & Co has highlighted Chesnara's fourth acquisition in two years, with the purchase of 18,000 variable annuity policies from MetLife UK adding £1.7bn in assets under administration. The research.. * [ November 12, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/12) [ ⌊Hardman & Co⌉ ](https://www.directorstalkinterviews.com/cavendish-plc-showing-virtue-of-flexible-cost-base/4121269502) # 󠀁[Cavendish plc: Showing virtue of flexible cost base](https://www.directorstalkinterviews.com/cavendish-plc-showing-virtue-of-flexible-cost-base/4121269502)󠁿 Hardman & Co has maintained a positive view of Cavendish's diversified business model, highlighting its ability to remain profitable despite challenging conditions in the UK smaller companies market... * [ November 11, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/11) [ ⌊Corero Network Security⌉ ](https://www.directorstalkinterviews.com/corero-network-security-research-from-canaccord-reiterates-buy-after-strong-q3-bookings/4121269321) # 󠀁[Corero Network Security: Research from Canaccord reiterates “buy” after strong Q3 bookings](https://www.directorstalkinterviews.com/corero-network-security-research-from-canaccord-reiterates-buy-after-strong-q3-bookings/4121269321)󠁿 Corero Network Security reports 50% third-quarter bookings growth as Canaccord Genuity reiterates its BUY recommendation and 21p target... * [ November 11, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/11) [ ⌊SEI⌉ ](https://www.directorstalkinterviews.com/sintana-energy-qatarenergy-joins-namibia-exploration-licence-as-cavendish-maintains-53-6p-target/4121269374) # 󠀁[Sintana Energy: QatarEnergy joins Namibia exploration licence as Cavendish maintains 53.6p target](https://www.directorstalkinterviews.com/sintana-energy-qatarenergy-joins-namibia-exploration-licence-as-cavendish-maintains-53-6p-target/4121269374)󠁿 Sintana Energy gains QatarEnergy as a partner in Namibia's PEL 82 licence while Cavendish maintains its 53.6p target... * [ November 10, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/10) [ ⌊Fidelity⌉ ](https://www.directorstalkinterviews.com/fidelity-european-trust-research-highlights-portfolio-value-and-investment-strategy/4121269350) # 󠀁[Fidelity European Trust research highlights portfolio value and investment strategy](https://www.directorstalkinterviews.com/fidelity-european-trust-research-highlights-portfolio-value-and-investment-strategy/4121269350)󠁿 New research from Kepler Trust Intelligence examines Fidelity European Trust's investment performance, portfolio holdings and outlook, highlighting its long-term returns, dividend growth and recent underperformance... * [ November 10, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/10) [ ⌊Hardman & Co⌉ ](https://www.directorstalkinterviews.com/icg-enterprise-trust-investment-strategy-portfolio-performance-and-outlook-lonicgt/4121269122) # 󠀁[ICG Enterprise Trust: Investment strategy, Portfolio performance and Outlook (LON:ICGT)](https://www.directorstalkinterviews.com/icg-enterprise-trust-investment-strategy-portfolio-performance-and-outlook-lonicgt/4121269122)󠁿 Hardman & Co Analyst Mark Thomas discusses ICG Enterprise Trust’s first-half FY27 results, portfolio growth, private equity investment strategy, exit opportunities, AI exposure and shareholder returns... * [ November 4, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/04) [ ⌊BIOG⌉ ](https://www.directorstalkinterviews.com/biotech-growth-trust-positioned-to-benefit-from-sector-recovery-kepler/4121269080) # 󠀁[Biotech Growth Trust positioned to benefit from sector recovery: Kepler](https://www.directorstalkinterviews.com/biotech-growth-trust-positioned-to-benefit-from-sector-recovery-kepler/4121269080)󠁿 Kepler research highlights the potential for Biotech Growth Trust (BIOG) to benefit from a recovery in biotech stocks, supported by its small and mid-cap exposure, active stock selection and potential.. * [ November 4, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/04) [ ⌊TXP | Touchstone Exploration⌉ ](https://www.directorstalkinterviews.com/touchstone-exploration-sees-new-production-opportunities-following-cr-3-and-wd-4-success-cavendish/4121268772) # 󠀁[Touchstone Exploration Sees New Production Opportunities Following CR-3 and WD-4 Success, Cavendish](https://www.directorstalkinterviews.com/touchstone-exploration-sees-new-production-opportunities-following-cr-3-and-wd-4-success-cavendish/4121268772)󠁿 Touchstone Exploration reports promising drilling results and improving gas output, but what supports Cavendish's 140% upside forecast?.. * [ November 2, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/02) [ ⌊Hercules Plc⌉ ](https://www.directorstalkinterviews.com/hercules-plc-sees-strong-infrastructure-demand-and-earnings-recovery-potential-sp-angel/4121268770) # 󠀁[Hercules Plc Sees Strong Infrastructure Demand and Earnings Recovery Potential, SP Angel](https://www.directorstalkinterviews.com/hercules-plc-sees-strong-infrastructure-demand-and-earnings-recovery-potential-sp-angel/4121268770)󠁿 Hercules secures over £20m in contracts as SP Angel forecasts an earnings rebound. Could infrastructure demand drive further growth?.. * [ November 2, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/02) [ ⌊REC | Record Plc⌉ ](https://www.directorstalkinterviews.com/record-plc-delivers-strongest-quarterly-fund-flows-in-four-years-as-assets-reach-new-high-panmure-liberum/4121268768) # 󠀁[Record Plc Delivers Strongest Quarterly Fund Flows in Four Years as Assets Reach New High, Panmure Liberum](https://www.directorstalkinterviews.com/record-plc-delivers-strongest-quarterly-fund-flows-in-four-years-as-assets-reach-new-high-panmure-liberum/4121268768)󠁿 Record's assets hit $130.3bn after a surge in inflows, see why does Panmure Liberum see further upside... * [ November 2, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/02) [ ⌊Ilika Plc⌉ ](https://www.directorstalkinterviews.com/ilika-plc-expands-solid-state-battery-opportunities-with-orka-marine-launch-cavendish/4121268765) # 󠀁[Ilika Plc Expands Solid-State Battery Opportunities with ORKA Marine Launch, Cavendish](https://www.directorstalkinterviews.com/ilika-plc-expands-solid-state-battery-opportunities-with-orka-marine-launch-cavendish/4121268765)󠁿 Ilika expands its solid-state battery ambitions with ORKA, as Cavendish highlights marine opportunities and maintains its Buy recommendation... * [ November 2, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/02) [ ⌊accesso Technology plc⌉ ](https://www.directorstalkinterviews.com/accesso-technology-group-equity-research-shore-capital-highlights-ai-and-payments-growth-opportunities/4121269717) # 󠀁[accesso Technology Group equity research: Shore Capital highlights AI and payments growth opportunities](https://www.directorstalkinterviews.com/accesso-technology-group-equity-research-shore-capital-highlights-ai-and-payments-growth-opportunities/4121269717)󠁿 Could accesso Technology Group's AI and payments strategy unlock fresh growth? Shore Capital highlights a 50% earnings surge... * [ November 1, 2026 ](https://www.directorstalkinterviews.com/date/2026/11/01) [ ⌊JP Morgan⌉ ](https://www.directorstalkinterviews.com/jpmorgan-european-discovery-trust-builds-on-strong-performance-and-european-small-cap-opportunities-edison-investment-research/4121267253) # 󠀁[JPMorgan European Discovery Trust Builds on Strong Performance and European Small-Cap Opportunities, Edison Investment Research](https://www.directorstalkinterviews.com/jpmorgan-european-discovery-trust-builds-on-strong-performance-and-european-small-cap-opportunities-edison-investment-research/4121267253)󠁿 JPMorgan European Discovery Trust posts strong FY26 returns as Edison highlights its managers' progress and European small-cap opportunities... * [ October 21, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/21) [ ⌊Hardman & Co⌉ ](https://www.directorstalkinterviews.com/icg-enterprise-trust-investor-questions-answered-and-1hfy-27-results/4121266411) # 󠀁[ICG Enterprise Trust: Investor questions answered and 1HFY’27 results](https://www.directorstalkinterviews.com/icg-enterprise-trust-investor-questions-answered-and-1hfy-27-results/4121266411)󠁿 ICG Enterprise Trust reports accelerating portfolio company growth, 24 exits at an average 3.0x cost multiple and a 34% discount to NAV, as its manager discusses private equity opportunities, shareholder.. * [ October 14, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/14) [ ⌊Drax Group⌉ ](https://www.directorstalkinterviews.com/drax-group-shares-offer-significant-valuation-upside-as-data-centre-opportunity-remains-intact-says-longspur-research/4121266147) # 󠀁[Drax Group Shares Offer Significant Valuation Upside as Data Centre Opportunity Remains Intact, Says Longspur Research](https://www.directorstalkinterviews.com/drax-group-shares-offer-significant-valuation-upside-as-data-centre-opportunity-remains-intact-says-longspur-research/4121266147)󠁿 Drax Group shares offer 47% potential upside according to Longspur Research, with data centre ambitions remaining attractive... * [ October 13, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/13) [ ⌊LIKE | Likewise Group⌉ ](https://www.directorstalkinterviews.com/likewise-group-makes-transformational-acquisition-to-accelerate-300m-revenue-ambitions-says-zeus/4121265710) # 󠀁[Likewise Group Makes Transformational Acquisition to Accelerate £300m Revenue Ambitions, Says Zeus](https://www.directorstalkinterviews.com/likewise-group-makes-transformational-acquisition-to-accelerate-300m-revenue-ambitions-says-zeus/4121265710)󠁿 Likewise Group accelerates its £300m revenue ambitions following a major Headlam asset acquisition, with Zeus highlighting growth opportunities... * [ October 9, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/09) [ ⌊Norcros Plc⌉ ](https://www.directorstalkinterviews.com/norcros-shares-offer-29-upside-as-business-transformation-gathers-pace-says-cavendish/4121265708) # 󠀁[Norcros Shares Offer 29% Upside as Business Transformation Gathers Pace, Says Cavendish](https://www.directorstalkinterviews.com/norcros-shares-offer-29-upside-as-business-transformation-gathers-pace-says-cavendish/4121265708)󠁿 Norcros shares offer 29% potential upside as Cavendish highlights improving profits, strong brands and further growth opportunities... * [ October 9, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/09) [ ⌊Hardman & Co⌉ ](https://www.directorstalkinterviews.com/neuberger-private-equity-partners-limited-1h-26-results-foot-on-the-accelerator/4121265662) # 󠀁[Neuberger Private Equity Partners Limited 1H’26 results: Foot on the accelerator](https://www.directorstalkinterviews.com/neuberger-private-equity-partners-limited-1h-26-results-foot-on-the-accelerator/4121265662)󠁿 Neuberger Private Equity Partners reported stronger EBITDA growth, accelerating realisations and $144m returned to shareholders in H1 2026, while its 28% NAV discount remains a potential catalyst for further re-rating... * [ October 8, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/08) [ ⌊VLE⌉ ](https://www.directorstalkinterviews.com/valeura-energy-growth-outlook-strengthens-as-canaccord-genuity-raises-target-price/4121265315) # 󠀁[Valeura Energy growth outlook strengthens as Canaccord Genuity raises target price](https://www.directorstalkinterviews.com/valeura-energy-growth-outlook-strengthens-as-canaccord-genuity-raises-target-price/4121265315)󠁿 Valeura Energy gains a target price increase from Canaccord as new Thailand developments strengthen its organic growth outlook... * [ October 5, 2026 ](https://www.directorstalkinterviews.com/date/2026/10/05) [ ⌊Cora Gold⌉ ](https://www.directorstalkinterviews.com/cora-gold-advances-sanankoro-towards-construction-with-feed-on-track-cavendish/4121263648) # 󠀁[Cora Gold advances Sanankoro towards construction with FEED on track, Cavendish](https://www.directorstalkinterviews.com/cora-gold-advances-sanankoro-towards-construction-with-feed-on-track-cavendish/4121263648)󠁿 Cora Gold advances Sanankoro engineering, permitting and drilling as Cavendish maintains its 25.8p target price... * [ September 23, 2026 ](https://www.directorstalkinterviews.com/date/2026/09/23) [ ⌊Drax Group⌉ ](https://www.directorstalkinterviews.com/drax-strengthens-fy26-outlook-after-strong-summer-trading-and-bluefield-acquisition-longspur-research/4121263632) # 󠀁[Drax strengthens FY26 outlook after strong summer trading and Bluefield acquisition, Longspur Research](https://www.directorstalkinterviews.com/drax-strengthens-fy26-outlook-after-strong-summer-trading-and-bluefield-acquisition-longspur-research/4121263632)󠁿 Drax Group sees stronger FY26 expectations as Longspur Research raises its EBITDA forecast following strong summer trading... * [ September 23, 2026 ](https://www.directorstalkinterviews.com/date/2026/09/23)