Zeit | Aktuelle Nachrichten | Rating | Leser | ||
---|---|---|---|---|---|
23.09. | Molten Ventures - Crystallising portfolio values | 208 | Molten Ventures has already surpassed its £100m realisation target for FY25 (ending March 2025) with exits from Perkbox, Endomag, Graphcore and M-Files, which in aggregate represent £124m in exit proceeds.... ► Artikel lesen | ||
23.09. | Witan Investment Trust - Merger with Alliance Trust offers many benefits | 343 | In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have... ► Artikel lesen | ||
23.09. | Newron Pharmaceuticals - Moving full steam towards pivotal studies | 488 | Newron Pharmaceuticals' H124 results reflect a period of positive traction for lead clinical asset evenamide, with stellar clinical data as an add-on treatment in schizophrenia, building a strong foundation... ► Artikel lesen | ||
19.09. | IP Group - Management sees positive portfolio momentum | 224 | IP Group reported broadly stable private portfolio values in H124, assisted by the positive revaluation of Featurespace, an AI-powered fraud and financial crime detection business, which delivered strong... ► Artikel lesen | ||
19.09. | Creo Medical - Consumables business divested in strategic move | 290 | Creo Medical has announced the sale of a majority (51%) stake in its European consumable business to Chinese medical-device manufacturer Micro-Tech for an enterprise value of €72m (2.3x EV/sales; 20x... ► Artikel lesen | ||
18.09. | Utilico Emerging Markets Trust - Market not reflecting very strong fundamentals | 299 | Utilico Emerging Markets Trust (UEM) is managed by Charles Jillings, at specialist value-based investor ICM. He reports that, operationally, the trust's investee companies are performing extraordinarily... ► Artikel lesen | ||
18.09. | Pan American Silver - Strong reserves replacement rates for key assets | 1.013 | Pan American Silver (PAAS) has released its annual mineral reserves and resources statement. While the overall reserves and resources have fallen compared to 2023 due to the asset divestments, on an... ► Artikel lesen | ||
18.09. | discoverIE Group - Moving into the next growth phase | 228 | discoverIE's first capital markets day (CMD) in six years was an opportunity for the group to recap how via its buy-and-build strategy it has successfully grown the company from a market cap of £25m... ► Artikel lesen | ||
17.09. | Triple Point Social Housing REIT - Improving rent collection and fully covered DPS | 202 | Triple Point Social Housing REIT (SOHO) returned to full dividend cover in H124, with EPRA earnings benefiting from inflation-linked, mostly uncapped rental growth and improving rent collection. Property... ► Artikel lesen | ||
17.09. | Epwin Group - Third FY24 EPS uplift this year | 249 | Epwin Group's H124 results were robust, with management navigating inflationary pressures well. That said, we have reduced our revenue estimates reflecting the H1 performance, maintained underlying... ► Artikel lesen | ||
16.09. | SynBiotic - Platform primed for growth | 517 | SynBiotic has built up a leading platform company that spans the hemp and cannabis industry to cover the full value chain, from cultivation through to sales. Management buys and builds ventures that... ► Artikel lesen | ||
16.09. | Intralot Integrated Lottery Systems and Services - Improved growth in Q224 | 281 | Intralot reported better year-on-year growth in revenue and EBITDA in Q224 than Q124, although foreign currency headwinds - notably from Argentina and Turkey - continued to dampen reported growth rates.... ► Artikel lesen | ||
12.09. | Attacq - FY24 distributable income outperforms | 231 | Attacq is a diversified real estate investment trust (REIT), which generates revenue from a ZAR22.9bn investment property portfolio made up of shopping centres, collaboration hubs (offices), logistics... ► Artikel lesen | ||
12.09. | Checkit - Contract expansions drive order intake | 209 | In H125, Checkit reported year-on-year growth in annual recurring revenue (ARR) of 9%, with strong order intake partially offset by higher churn. Existing customers contributed more than half of ARR... ► Artikel lesen | ||
11.09. | OSE Immunotherapeutics - Tedopi registrational study commences | 283 | OSE Immunotherapeutics has announced the initiation of its Phase III registrational study (Artemia) for lead cancer vaccine Tedopi, with the trial launching in the US, Canada, Europe and the UK. Artemia... ► Artikel lesen | ||
11.09. | Partners Group Private Equity - Healthy realisations in H124 | 269 | Partners Group Private Equity received a strong €103.7m in realisation proceeds in H124 (c 11% of opening NAV). Proceeds of €70.2m came from the successful sale of SRS Distribution to Home Depot at... ► Artikel lesen | ||
11.09. | Calgro M3 - Investments support strong revenue pipeline | 257 | Calgro M3's core business is integrated residential housing development and memorial parks. Established in 1995, the company generates the bulk of its revenue from the Gauteng and Western Cape provinces... ► Artikel lesen | ||
10.09. | AUSTRIACARD - FY24 growth outlook maintained | 307 | AUSTRIACARD reported a step-up in adjusted revenue in Q224 (+12.4% y o y) as payment card sales re-accelerated and digital transformation technologies projects ramped up. H124 adjusted revenue was 7%... ► Artikel lesen | ||
10.09. | HELLENiQ ENERGY - A good quarter, but softer margins expected in Q3 | 300 | HELLENiQ ENERGY's Q224 results showed a continuation of Q124 trends, with refining margins trending down but increased year-on-year oil prices and operational improvements driving sales and earnings... ► Artikel lesen | ||
10.09. | Verve Group - Driving better media outcomes | 735 | Verve Group's Q224 figures clearly show the benefit of its strategic focus on privacy-first targeted advertising solutions, with growth well ahead of the market. Organic revenues grew 26% in Q2 and... ► Artikel lesen | ||
09.09. | Basilea Pharmaceutica - H2 rewards continue: US$25m Cresemba milestone | 405 | H224 continues to be a rewarding period for Basilea Pharmaceutica, with the announcement of a third successive milestone payment for Cresemba in the last month following strong sales performance (+24%... ► Artikel lesen | ||
09.09. | Oryzon Genomics - First patient dosed in new AML combination study | 278 | Oryzon Genomics has announced the commencement of patient dosing in the investigator-initiated Phase Ib trial evaluating iadademstat as a combination treatment in first-line acute myeloid leukemia (AML).... ► Artikel lesen | ||
09.09. | Gresham House Energy Storage Fund - Revenue recovery to provide base for growth | 201 | Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems (BESS). The BESS sector has faced challenges over the past year due to unexpected... ► Artikel lesen | ||
09.09. | Accsys Technologies - Second Accoya plant operational | 445 | Accsys Technologies has achieved the milestone of starting commercial operations at its Accoya USA plant (the second in the world). The company also reported that the improved momentum of Q424 has continued... ► Artikel lesen | ||
09.09. | The Pebble Group - Improved operational readiness | 273 | Pebble's H124 results put it on track to meet FY24 EBITDA market forecasts, set against continuing cautious industry sentiment. Management has been strengthening operations, including appointing a chief... ► Artikel lesen |