Broker Notes, Comments and Analysis

Broker notes, analysis and comments

CMC Markets upgraded to Buy as FY2027 outlook steps higher, Panmure Liberum

CMC Markets receives a Buy upgrade from Panmure Liberum after a major FY2027 guidance uplift and stronger B2B momentum...

Cavendish plc: Solid performance in still tough markets

Cavendish delivered FY26 revenue growth of 2.3% to £56.9m and doubled reported PBT to £1.5m, with results in line with expectations. Despite continued pressure on UK smaller companies, the group..

Time Finance continues profitable growth highlighted in latest research note from Cavendish

Time Finance delivers record lending book growth and improved profitability, according to Cavendish’s latest research note on FY26E momentum...

Likewise AGM Statement Shows Revenue Momentum Continuing Into H2, says Zeus

Likewise Group (LON:LIKE) has delivered a strong AGM statement, with the latest research note from Zeus highlighting continued revenue momentum as the flooring distributor moves towards the second half of..

Cavendish plc delivers solid performance in tough markets

Cavendish plc delivered steady FY26 results, with higher revenue, strong securities growth and a debt-free balance sheet, says Hardman & Co...

XP Factory’s Escape Hunt Pivot Sets a Firmer Base, Edison

XP Factory’s Escape Hunt focus, cost savings and improving EBITDA outlook are highlighted in Edison’s latest research note on the group...

Finsbury Growth & Income Trust: Board action puts shareholder value in focus

Strong shareholder backing and board-led policy action give Finsbury Growth & Income Trust a clearer platform to rebuild investor confidence...

Norcros plc Strengthens European Growth Plans as Equity Development Retains 400p Fair Value

A latest research note from Equity Development presents a positive view of Norcros plc (LON:NXR), with the broker retaining a fair value estimate of 400p per share. At the time..

ICG Enterprise Trust FY’26 results: look to future realisations

ICG Enterprise Trust’s end-January 2026 results reflected the benefits of its defensive growth strategy, with strong operating company performance, conservative NAV valuations and a 32% discount that appears anomalous against..

Cora Gold Sanankoro Drilling Programme Highlights Resource Growth Potential, Cavendish

Cora Gold (LON:CORA) is moving into an important phase at its flagship Sanankoro gold project in Southern Mali, with the latest research note from Cavendish highlighting a substantial 2026 exploration..

Finseta FY25 Results Show Investment Year Progress, Shore Capital

Finseta plc FY25 results show revenue growth, corporate account progress and investment year completion, according to Shore Capital’s latest research note...

Meridian Holdings Expands Brand Reach and Serbia Presence, Says Zacks

Meridian Holdings gains attention as Zacks highlights brand expansion, Serbia growth, stronger customer metrics and improved balance sheet progress...

Global Opportunities Trust Research: Flexible strategy targets real returns and downside protection

lobal Opportunities Trust takes an unconstrained global equity approach, supported by high cash levels, with the aim of delivering real returns, low market correlation and protection in weaker markets...

NB Private Equity Partners 2025 results: Looking to future realisations

NBPE’s end-2025 results showed resilient portfolio performance, with average EBITDA growth of 9%. NAV growth lagged EBITDA growth due to sector rating compression and listed holding weakness, but a mature..

Capricorn Energy Strengthens Momentum Ahead of Egypt Concession Catalyst, Cavendish

Capricorn Energy gains momentum as Cavendish highlights stronger cash flow, improving production and progress on Egypt’s merged concession agreement...

Biotech Growth Trust: A focused route into a biotech recovery

Biotech Growth Trust offers investors a direct route into a potential biotech recovery, supported by low valuations, innovation and demand from large pharmaceutical companies...

Hercules Plc reports robust FY25 growth, says latest SP Angel research note

Hercules Plc delivered FY25 revenue growth, improved EBITDA and expanded market opportunities, according to the latest research note from SP Angel...

Sintana Energy enters a high-impact drilling phase, Auctus Advisors

Sintana Energy strengthens its balance sheet as Auctus Advisors highlights a high-impact drilling programme across Namibia, Angola and Uruguay...

Finseta fundraising supports European growth plans, says Shore Capital

Finseta’s latest Shore Capital note highlights fundraising, management support, European expansion plans and improving momentum across corporate payments and Dubai...

Alien Metals looks well supported by GreenTech progress, says Turner Pope

Alien Metals gains attention as Turner Pope highlights GreenTech funding, joint venture value and Western Australian iron ore potential...
Search

Funds

Broker Notes, Comments and Analysis

CMC Markets upgraded to Buy as FY2027 outlook steps higher, Panmure Liberum

CMC Markets receives a Buy upgrade from Panmure Liberum after a major FY2027 guidance uplift and stronger B2B momentum...

Cavendish plc: Solid performance in still tough markets

Cavendish delivered FY26 revenue growth of 2.3% to £56.9m and doubled reported PBT to £1.5m, with results in line with expectations. Despite continued pressure on UK smaller companies, the group remains profitable, cash-rich and focused on growth in private company advisory, digital capability and regional expansion...

Time Finance continues profitable growth highlighted in latest research note from Cavendish

Time Finance delivers record lending book growth and improved profitability, according to Cavendish’s latest research note on FY26E momentum...

Cavendish plc delivers solid performance in tough markets

Cavendish plc delivered steady FY26 results, with higher revenue, strong securities growth and a debt-free balance sheet, says Hardman & Co...

XP Factory’s Escape Hunt Pivot Sets a Firmer Base, Edison

XP Factory’s Escape Hunt focus, cost savings and improving EBITDA outlook are highlighted in Edison’s latest research note on the group...

Finsbury Growth & Income Trust: Board action puts shareholder value in focus

Strong shareholder backing and board-led policy action give Finsbury Growth & Income Trust a clearer platform to rebuild investor confidence...

ICG Enterprise Trust FY’26 results: look to future realisations

ICG Enterprise Trust’s end-January 2026 results reflected the benefits of its defensive growth strategy, with strong operating company performance, conservative NAV valuations and a 32% discount that appears anomalous against its long-term record and outlook...

Finseta FY25 Results Show Investment Year Progress, Shore Capital

Finseta plc FY25 results show revenue growth, corporate account progress and investment year completion, according to Shore Capital’s latest research note...

Meridian Holdings Expands Brand Reach and Serbia Presence, Says Zacks

Meridian Holdings gains attention as Zacks highlights brand expansion, Serbia growth, stronger customer metrics and improved balance sheet progress...

Global Opportunities Trust Research: Flexible strategy targets real returns and downside protection

lobal Opportunities Trust takes an unconstrained global equity approach, supported by high cash levels, with the aim of delivering real returns, low market correlation and protection in weaker markets...

NB Private Equity Partners 2025 results: Looking to future realisations

NBPE’s end-2025 results showed resilient portfolio performance, with average EBITDA growth of 9%. NAV growth lagged EBITDA growth due to sector rating compression and listed holding weakness, but a mature portfolio, accelerated buybacks and favourable exit dynamics support the medium-term realisation outlook...

Capricorn Energy Strengthens Momentum Ahead of Egypt Concession Catalyst, Cavendish

Capricorn Energy gains momentum as Cavendish highlights stronger cash flow, improving production and progress on Egypt’s merged concession agreement...

Biotech Growth Trust: A focused route into a biotech recovery

Biotech Growth Trust offers investors a direct route into a potential biotech recovery, supported by low valuations, innovation and demand from large pharmaceutical companies...

Hercules Plc reports robust FY25 growth, says latest SP Angel research note

Hercules Plc delivered FY25 revenue growth, improved EBITDA and expanded market opportunities, according to the latest research note from SP Angel...

Sintana Energy enters a high-impact drilling phase, Auctus Advisors

Sintana Energy strengthens its balance sheet as Auctus Advisors highlights a high-impact drilling programme across Namibia, Angola and Uruguay...

Finseta fundraising supports European growth plans, says Shore Capital

Finseta’s latest Shore Capital note highlights fundraising, management support, European expansion plans and improving momentum across corporate payments and Dubai...

Alien Metals looks well supported by GreenTech progress, says Turner Pope

Alien Metals gains attention as Turner Pope highlights GreenTech funding, joint venture value and Western Australian iron ore potential...
Search

Funds

Broker Notes, Comments and Analysis

FTSE 100

Funds