Zeit | Aktuelle Nachrichten | Rating | Leser | ||
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Mo | Pan American Silver - 2024 production in line; record cash position | 450 | Pan American Silver (PAAS) has released its preliminary FY24 production results, which show silver and gold output of 21.1Moz and 892koz respectively, both in line with guidance. Importantly, the company... ► Artikel lesen | ||
Fr | Henderson Opportunities Trust - A time to act | 200 | With a focus on long-term growth, Henderson Opportunities Trust's (HOT's) all-market investment strategy includes a strong bias towards smaller and earlier-stage companies. The relative weakness of... ► Artikel lesen | ||
Fr | Newron Pharmaceuticals - Spotlight on evenamide following licensing deals | 331 | We refresh our valuation for Newron Pharmaceuticals in light of the licensing agreements for its lead asset, evenamide, in Japan and South Korea. The €117m deal with EA Pharma in Japan (c 10% of evenamide's... ► Artikel lesen | ||
Fr | discoverIE Group - Acquiring German sensor business | 271 | After a series of smaller acquisitions in CY24, discoverIE has acquired Burster Group, a German-based sensor business, for cash of €30.6m/£25.9m. Generating operating margins above the group target... ► Artikel lesen | ||
Do | Claranova - Unveiling the roadmap for profitable growth | 210 | Claranova's FY24 results confirmed that, despite flat revenue, adjusted EBITDA improved significantly, increasing 41% y-o-y and driving the margin up 2.9pp to 9.3%. The company unveiled the outcome... ► Artikel lesen | ||
Do | Carr's Group - Value realisation and focused growth strategy | 180 | Disposal of the Engineering division is a key element to streamlining the group as a specialist agricultural business focused on animal feedstock as well as realising value. With a strong balance sheet... ► Artikel lesen | ||
Do | abrdn Asian Income Fund - Enhanced dividend and new continuation vote | 219 | abrdn Asian Income Fund's (AAIF's) board has announced additional features, which should further increase the appeal of this fund for investors seeking high-quality, attractively valued Asian equity... ► Artikel lesen | ||
Do | The Pebble Group - Full year trading in line | 147 | The Pebble Group's full year trading update indicates that results will be in line with market expectations, with maintained (attractive) margins at Facilisgroup and better gross margins at Brand Addition... ► Artikel lesen | ||
Do | Card Factory - Delivering FY25 expectations | 197 | Card Factory (CARD) has issued a reassuring trading update, indicating confidence in delivering expectations for FY25 adjusted profit before tax. The company's strategy of growing the store estate,... ► Artikel lesen | ||
Do | Esker - Tender offer successful; FY24 outperformance | 231 | Esker reported a strong close to FY24, resulting in revenue and operating profit ahead of our forecasts. The company is guiding to more of the same in FY25, leading us to upgrade our normalised diluted... ► Artikel lesen | ||
15.01. | Quadrise - Valkor licencing revenue timing confirmed | 225 | On 15 January 2025, Quadrise announced the execution of an addendum to its Site Licence and Supply (SLS) agreement with Valkor Technologies for its Utah operations, marking the company's first licence... ► Artikel lesen | ||
15.01. | Utilico Emerging Markets Trust - Dedicated focus drives long-term outperformance | 192 | Utilico Emerging Markets Trust's (UEM's) managers Charles Jillings and Jacqueline Broers remain very upbeat about the long-term prospects for emerging market equities. They consider that, in aggregate... ► Artikel lesen | ||
15.01. | Immix Biopharma - Shifting the ALA treatment paradigm with CAR-T | 240 | We review Immix Biopharma as it enters 2025, following the streamlining of its strategic priorities towards r/r ALA as the lead target indication for its CAR-T asset, NXC-201. The commencement of the... ► Artikel lesen | ||
13.01. | IntelliAM AI - Next-generation AI-driven productivity | 42 | IntelliAM AI aims to unlock significant productivity for its customers by combining deep domain expertise with machine learning models to produce meaningful insights into complex manufacturing processes... ► Artikel lesen | ||
13.01. | Cordel Group - Context on two recent UK deals | 25 | Cordel's two recent deals in the UK, one with Angel Trains and another with Network Rail, provide support to this year's financials. The successful extension of these engagements and deepening relationships... ► Artikel lesen | ||
10.01. | Topps Tiles - Accelerating growth through Q125 | 261 | Topps Tiles (TPT) is enjoying a return to revenue growth following a very challenging FY24 due to wider macroeconomic weakness. The company's recovery is clearly being boosted by new revenue streams... ► Artikel lesen | ||
10.01. | Baillie Gifford US Growth Trust - A unique high-growth strategy meriting support | 198 | Baillie Gifford US Growth Trust (USA) invests in exceptional US businesses with the potential to grow substantially faster than the market and deliver above-market returns. Such businesses tend to operate... ► Artikel lesen | ||
09.01. | Greggs - More challenging environment in H224 | 248 | Greggs has reported that FY24 profit is in line with management's expectation despite the more challenging environment and slowing sales growth through H224. The more challenging market means that management... ► Artikel lesen | ||
09.01. | BlackRock Greater Europe Investment Trust - Positive prospects for high-quality portfolio | 289 | BlackRock Greater Europe Investment Trust (BRGE) is one of six funds in the AIC Europe sector. Co-managers Stefan Gries and Alexandra Dangoor note that although BRGE delivered a modest below-market... ► Artikel lesen | ||
08.01. | Topps Tiles - further improvement in trading at end of Q125. CEO retiring from company | 198 | Topps Tiles has reported an encouraging trading update that shows a good acceleration in the rate of year-on-year sales growth in the most recent five weeks of Q125 to continue the previously indicated... ► Artikel lesen | ||
03.01. | Mendus - Regulatory endorsement supports vididencel focus | 251 | Mendus's lead asset, vididencel, is fast approaching the pivotal stages of development in acute myeloid leukaemia (AML), with recent endorsements from both the FDA and EMA (on the design of the planned... ► Artikel lesen | ||
02.01. | Melrose Industries - Fundamentals remain positive | 241 | The aerospace sector outlook remains positive, with lengthy order books at the primes (Airbus and Boeing) and total passenger flying hours in 2024 on schedule to exceed post-pandemic levels, supporting... ► Artikel lesen | ||
20.12.24 | OPAP - Winning strategy | 667 | OPAP enjoys a leading and growing position in the Greek and Cypriot gaming markets. The majority of its revenue, from land-based activities, is supported by exclusive prepaid licences. To complement... ► Artikel lesen | ||
20.12.24 | Patria Private Equity Trust - High liquidity and solid long-term track record | 369 | Patria Private Equity Trust's (PPET's) distributions from its primary fund investments have increased recently, supported by a revival in private equity (PE) deal activity. Its portfolio valuations... ► Artikel lesen | ||
20.12.24 | MoneyHero - Emphasis on driving margin | 258 | MoneyHero's Q324 results show revenues up 6% y-o-y (9M24 +18%) and a smaller adjusted EBITDA loss, as expected. The important element of the narrative, though, is the emphasis on driving revenues in... ► Artikel lesen |