Zeit | Aktuelle Nachrichten | Rating | Leser | ||
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18.09. | IP Group - Exit target of over £250m by end-FY27 reiterated | 384 | IP Group continues to deliver a meaningful level of realisations with £30.3m in proceeds generated in H125, more than two-thirds of which came from four life sciences companies (Intelligent Ultrasound... ► Artikel lesen | ||
18.09. | Newron Pharmaceuticals - H125 results reflect evenamide progress | 528 | H125 saw Newron Pharmaceuticals make significant clinical headway with lead asset evenamide, culminating in the initiation of the first Phase III study, ENIGMA-TRS 1 (international study excluding the... ► Artikel lesen | ||
17.09. | Luceco - Focus shifts to energy transition, and synergies | 330 | Luceco delivered a solid H125, with revenue up 14.7% y-o-y to £125.7m and adjusted operating profit of £13.8m (+9.5%), equating to 44% of FY25 consensus (£31.2m) versus 43% in H124. Luceco appears broadly... ► Artikel lesen | ||
17.09. | Pan African Resources - Evolving out of Africa | 250 | Financially, Pan African Resources' (PAF's) FY25 results were characterised by record second half output, record EPS and a record (proposed) dividend. Operationally, they were characterised by a full... ► Artikel lesen | ||
17.09. | Centaur Media - Unbundling to deliver value | 243 | Centaur is making good progress in realising the value within its portfolio, with the sale of the MiniMBA and Oystercatchers in July and the agreed disposal of The Lawyer, announced more recently and... ► Artikel lesen | ||
17.09. | Percheron Therapeutics - Resetting the narrative with a VISTA focus | 339 | Percheron Therapeutics is an emerging immuno-oncology-focused biotech with a business case anchored on its recent in-licensing of HMBD-002, a Phase II-ready, potentially first-in-class anti-VISTA immune... ► Artikel lesen | ||
16.09. | Actinogen Medical - An eventful period ahead for Xanamem | 259 | Actinogen's FY25 results highlighted the company's progress in advancing its lead candidate, Xanamem, through its pivotal XanaMIA Phase IIb/III study in patients with biomarker-positive Alzheimer's... ► Artikel lesen | ||
16.09. | BlackRock Greater Europe Investment Trust - Normalised valuations offer a return to form | 202 | BlackRock Greater Europe Investment Trust (BRGE) is managed by Stefan Gries and Alexandra Dangoor, who are part of BlackRock's well resourced European equity team. Importantly, they are long-term investors... ► Artikel lesen | ||
16.09. | Canyon Resources - DFS confirms attractive project economics | 351 | Canyon Resources has released a definitive feasibility study (DFS) on the Minim Martap bauxite project in Cameroon, confirming its attractive economics. The study provides up-to-date operating and capital... ► Artikel lesen | ||
16.09. | Rubis - Resilient performance amid macro headwinds | 556 | Rubis's interim results demonstrated the resilience of its business model amid challenging commodity market conditions and currency headwinds. Despite healthy growth in sales volumes, H125 revenue was... ► Artikel lesen | ||
16.09. | Pan American Silver - Reserves replacement track record maintained | 845 | Pan American Silver (PAAS) has released its annual mineral reserves and resources statement, which once again demonstrates solid replacement rates across most categories on a comparable basis. Both... ► Artikel lesen | ||
15.09. | BlackRock Latin American Inv Trust - Volatility can provide compelling opportunities | 248 | BlackRock Latin American Investment Trust (BRLA) has two co-managers, Sam Vecht (lead) and Gordon Fraser, who are part of BlackRock's London-based Emerging Markets & Frontiers team. Although Fraser... ► Artikel lesen | ||
15.09. | Concurrent Technologies - Platform for sustainable growth | 265 | Concurrent's interims showed encouraging momentum despite headwinds, underlined by management's confidence that FY25 financial performance will be ahead of consensus. We believe that management is establishing... ► Artikel lesen | ||
12.09. | Immix Biopharma - $9m private placement to support operations | 352 | Immix Biopharma has released a financing and business update, reinforcing its focus on advancing the development of lead CAR-T candidate NXC-201. The company has announced a private placement from Goose... ► Artikel lesen | ||
12.09. | Sylvania Platinum - High chrome price supports stronger outlook | 391 | Sylvania's strong FY25 production and a higher platinum group metals (PGM) basket price resulted in 2.9x higher EPS of 7.7 US cents versus our forecast of 5.1 US cents. Our outlook for the Sylvania... ► Artikel lesen | ||
12.09. | Lamda Development - €450m land disposal to ION Group | 346 | LAMDA Development's agreed disposal of land to ION Group for €450m is a landmark in the long-term development of the Ellinikon project and, if it successfully completes the relevant due diligence process... ► Artikel lesen | ||
11.09. | Partners Group Private Equity - Portfolio exits gathering pace | 471 | Partners Group Private Equity Limited (PEY) recently announced several major transactions, including a block sale of part of its shares in the listed Vishal Mega Mart, as well as exits from PCI Pharma... ► Artikel lesen | ||
11.09. | Centaur Media - Conditional sale of The Lawyer | 319 | Centaur Media has announced the conditional sale of The Lawyer, its business supporting the legal sector with information and events. The sale price of £43m enterprise value represents a multiple of... ► Artikel lesen | ||
11.09. | OPAP - Confident in delivering guidance | 554 | OPAP delivered good growth in revenue and EBITDA in H125 as its online activities continued to power ahead, with solid support from its retail activities. The results provide management with confidence... ► Artikel lesen | ||
11.09. | Zinc Media - Reflections on shiny floors | 353 | Zinc Media had a strong H125, with revenues up 72%, delivering adjusted EBITDA of £0.9m (H124: loss of £0.7m). The commissioning market is gravitating towards fewer, larger projects, with broadcasters... ► Artikel lesen | ||
10.09. | Frontier Developments - FY25 benefits from FY24 strategic reset | 275 | Frontier Developments has spent the last three decades establishing its position in the creative management simulation (CMS) games space. This niche, sitting somewhere between large mainline AAA and... ► Artikel lesen | ||
10.09. | Invesco Asia Dragon Trust - Benefiting from strength in Chinese equities | 354 | Invesco Asia Dragon Trust (IAD) delivered an 18.1% net asset value (NAV) total return (TR) over the 12 months to end-July 2025, supported by the strong performance of Asian markets, especially China... ► Artikel lesen | ||
10.09. | Metlen Energy & Metals - Resilient core, one-off project impact in H1 | 395 | Metlen Energy & Metals delivered record revenue of €3.6bn in H125, up 45% y-o-y, while group EBITDA fell by 6% to €445m after losses on a UK power project. Excluding this, underlying earnings were closer... ► Artikel lesen | ||
10.09. | SigmaRoc - Strong interim performance in challenging markets | 264 | SigmaRoc lifted underlying EBITDA 21% to £118m in H125, with margins widening 150bp to 23.1%. The CRH lime assets, acquired in late 2024, are already contributing, prompting management to raise FY25... ► Artikel lesen | ||
09.09. | The Pebble Group - Pushing more value through platform | 274 | The Pebble Group's interim results are in line with July's update and show it is on track to meet full-year expectations. New business won on both sides of the group is offsetting some of the impact... ► Artikel lesen |