Zeit | Aktuelle Nachrichten | Rating | Leser | ||
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18.11.24 | Smiths News - Growth potential and a double-digit yield | 262 | Smiths News now has contracts in place for 91% of its core revenue to 2029, implying resilience. In addition, its non-core growth activities are beginning to gather momentum, which is already mitigating... ► Artikel lesen | ||
15.11.24 | The Metals Company - Updated strategy offers commercial upside | 383 | Progress to an exploitation licence and commercialisation of The Metals Company's (TMC's) deep-sea assets is unchanged. The development of a strategy to leverage the group's knowledge and capabilities... ► Artikel lesen | ||
15.11.24 | Alphamin Resources - From alpha to omega | 436 | Alphamin announced record quarterly tin production of 4,917t (+22.1% quarter-on-quarter) in Q324 and EBITDA of US$91.6m (+68.8%) after the Mpama South mine completed its first full quarter of production... ► Artikel lesen | ||
15.11.24 | Apax Global Alpha - Transaction activity picked up in Q324 | 382 | Apax Global Alpha (AGA) reported a Q324 NAV total return (TR) of 1.7% in euro terms on a constant currency basis (-0.2% including fx changes), with a 3.2pp positive contribution from earnings momentum... ► Artikel lesen | ||
15.11.24 | PVA TePla - Lower estimates after Q3 results | 578 | PVA TePla (PVA) reported a 2.3% y-o-y decrease in sales in Q324 and management has set guidance at the lower end of the range for both sales (€270-90m) and EBITDA (€47-51m). Metrology sales held up... ► Artikel lesen | ||
14.11.24 | Metro Bank - Profitability achieved and targets reiterated | 272 | Metro Bank (Metro) has published a trading update that shows that it returned to profitability in October. This is consistent with previous guidance of a return to profitability during Q424 and the... ► Artikel lesen | ||
14.11.24 | Pan African Resources - Tennant Creek acquisition | 282 | On 5 November, Pan African Resources (PAF) announced that it is to acquire privately owned Tennant Consolidated Mining Group (TCMG) in Australia's Northern Territory for a total consideration of US$54.2m... ► Artikel lesen | ||
14.11.24 | Datatec - Operational focus drives H125 profit growth | 308 | In H125, while revenue declined due to mix and net revenue accounting, Datatec grew gross profit by 3.5% y-o-y and adjusted EBITDA by 18.5%, resulting in a 56.2% increase in underlying EPS (uEPS). Both... ► Artikel lesen | ||
14.11.24 | Braemar - On track to achieve FY25 targets | 273 | Braemar's H125 results were in line with expectations, with modest revenue growth and some operational gearing evident in operating profit. The underlying activities continue to expand and diversify... ► Artikel lesen | ||
13.11.24 | Tinexta - Weak Q324 but valuation appears too pessimistic | 351 | Tinexta's weak Q324 results from its Cyber Security (CS) and Business Innovation (BI) divisions have prompted management to downgrade financial guidance for FY24 for the second time this year. We also... ► Artikel lesen | ||
13.11.24 | Cordel Group - Contract win momentum continues | 319 | Cordel has announced two new customer wins, with Aurizon Holdings, Australia's largest freight operator, and Southeastern, one of the UK's biggest rail operators. The company's customer base has more... ► Artikel lesen | ||
13.11.24 | Custodian Property Income REIT - Significant uplift in fully covered DPS | 280 | Custodian Property Income REIT's (CREI's) Q225 trading update points to strong H1 performance when results are released in December. With income growth supported by leasing progress and rental growth... ► Artikel lesen | ||
13.11.24 | Regional REIT - Preparing the ground | 217 | Regional REIT (RGL) has issued a Q324 trading update and has declared a quarterly DPS of 2.2p, in line with previous guidance. The retention rate on lease renewals remains high, partly reflecting the... ► Artikel lesen | ||
13.11.24 | Boku - Contract with Amazon Japan | 267 | Building on from its agreement to support local payment methods for Amazon Prime Video in South-East Asia, Boku has signed a separate contract with Amazon Japan to support e-commerce sales. The service... ► Artikel lesen | ||
13.11.24 | CLIQ Digital - Focus remains on profitability and cash | 947 | CLIQ's Q3 results show the continuing revenue impact of the shift in credit card providers' policies on transaction cancellations. Revenues in the quarter were down 35% y-o-y and 21% q-o-q. Given the... ► Artikel lesen | ||
13.11.24 | Renewi - Now a pure-play European recycler | 311 | The burden of the UK Municipal businesses has now been cut loose. This leaves a focused waste management and recycling group, for which the European legislative environment is clearly positive. The... ► Artikel lesen | ||
12.11.24 | Sareum Holdings - SDC-1801 prepping to enter Phase II | 299 | Sareum Holdings' FY24 results summarised an active period for lead asset SDC-1801, a dual TYK2/JAK1 inhibitor, which successfully completed Phase I trials in Australia and is now undergoing preparatory... ► Artikel lesen | ||
12.11.24 | VinaCapital Vietnam Opportunity Fund - Positive earnings outlook in Vietnam | 402 | VinaCapital Vietnam Opportunity Fund's (VOF's) sterling net asset value (NAV) per share increased by 9.1% over the year ending October 2024 in total return (TR) terms, compared to the Vietnamese equity... ► Artikel lesen | ||
12.11.24 | Cereno Scientific - New SEK250m financing secures runway into 2026 | 277 | Cereno Scientific has announced a new financing arrangement of at least SEK250m, with net proceeds expected to extend the runway into 2026, past several key clinical milestones. Secured from Fenja Capital... ► Artikel lesen | ||
12.11.24 | Pan American Silver - Q324: When (almost) everything goes to plan | 919 | Pan American Silver (PAAS) reported Q324 results that saw a 20% quarter-on-quarter increase in silver production on the back of normalising operating performance at La Colorada. Thanks to the good cost... ► Artikel lesen | ||
12.11.24 | Henderson Far East Income - Portfolio refocus is paying dividends | 217 | Henderson Far East Income (HFEL) is an income-focused Asian investment trust, which aims to provide shareholders with growing total annual dividends and capital appreciation from a diverse portfolio... ► Artikel lesen | ||
12.11.24 | 4imprint Group - Good performance against a difficult backdrop | 273 | 4imprint's trading update indicates no change to full year guidance and estimates, despite a challenging trading backdrop of wavering corporate confidence in an unstable economic and political environment.... ► Artikel lesen | ||
11.11.24 | Team Internet Group - Stability amid setbacks | 346 | In the face of an advertising market that has not picked up in Q324, Team Internet's core business has performed creditably. However, Shinez has significantly underperformed expectations and is unlikely... ► Artikel lesen | ||
11.11.24 | AAC Clyde Space - Back on track | 379 | AAC Clyde Space (AAC) remains an interesting avenue into the fast-growing low Earth orbital space sector. A strong Q324 performance has seen the supplier-related issues that affected Q2 largely reversed... ► Artikel lesen | ||
07.11.24 | HgT - Steady earnings growth, stable market multiples | 331 | HgT reported sustained healthy earnings momentum across its major holdings (driven primarily by upselling and cross-selling opportunities), contributing 5pp to its NAV performance in Q324. Its top 20... ► Artikel lesen |