Research
Shareholder returns continue; Net Zero roadmap
08/12/2023 Pharos Energy plc
Pharos Energy has announced that it is looking to pay an interim dividend and continue its share buyback […]
H1 24 – well-placed for the post-Covid normal
07/12/2023 SDI Group PLC
SDI has indicated that a slowdown in the life science / biotech market, and some resultant destocking, is […]
The unusually reliable semis co delivers, again
05/12/2023 CML Microsystems PLC
CML’s interim results to 30 September show that, despite challenging markets, the group continues to make progress. Revenue […]
Drivers to growth and catalysts for rerating
05/12/2023 Oxford Metrics plc
Oxford Metrics’ results for the year to 30 September show a business that is growing strongly, driven by […]
H1 24 – positive news, short and long term
30/11/2023 Zoo Digital Group PLC
ZOO has announced H1 24 results in line with guidance at the recent AGM. We welcome the news […]
Market malaise drags into 2024
29/11/2023 Xaar PLC
Xaar has released a trading update for 2023 that includes cautious commentary around 2024. The group is expecting […]
Strong profit growth, key strategy initiatives and quantified aspirations
28/11/2023 IG Design Group plc
IG Design Group delivered a 27% increase in adjusted PBT to $34.8m for H1 FY24 (to 30 September) […]
Resilience plus, as expected
22/11/2023 Idox plc
Today’s trading update for the year ended 31 October confirms another year of robust performance, with key figures […]
Insights
08/12/2023
BKG, GFTU, OTMP | Economics – Material costs deflation accelerates | Fortnight ahead
07/12/2023
BBY, SMS | Economics – House prices increase for second month after ‘better than expected year’, Halifax
House prices rose for the second consecutive month in November, by 0.5% M/M following +1.2% in Octob […]
06/12/2023
PE strikes Ten Entertainment
The premium looks modest and focuses on the potential for a higher offer and the prospects for its l […]
06/12/2023
MSLH, FERG, CRN, CREI | Economics – Construction activity declines for third month; House prices to fall 1% in 2024, Rightmove | News – The best of places, the worst of places
Housing market. The London Borough of Richmond upon Thames has been named the happiest place in the […]
05/12/2023
Motion capture powers Oxford Metrics
OM is a business undergoing significant transformation. After the sale of Yotta and the transformati […]
05/12/2023
AHT, EBOX, RESI, HOME | News – Three modular-built schools to be demolished
Modular construction. The Government has confirmed that three schools built by failed offsite specia […]
04/12/2023
Inflation train has left the station
A bullish set-up for the Santa equity rally, but raises the spectre of recession in 2024. […]
Podcasts
07/12/2023
Financial conditions ease, UK bids continue & Energean enters Morrocco
December 7, 2023
Financial conditions ease, UK bids continue & Energean enters Morro […]
30/11/2023
Why I think my holding in Somero (SOM) is a rock solid investment
Somero Enterprises Inc. manufactures innovative laser-guided machinery used in horizontal concret […]
28/11/2023
UK companies challenged but resilient
Macro & Overnight
US bond yields fell overnight as the Treasur […]
