| Zeit | Aktuelle Nachrichten | Rating | Leser | ||
|---|---|---|---|---|---|
| Di | HgT - SaaS is not dead | 187 | HgT reported its full-year trading update, posting a 4.0% NAV total return (TR) in FY25, bringing its five- and 10-year NAV TR to 14.1% and 17.0% per year, respectively. The FY25 return was driven by... ► Artikel lesen | ||
| Di | BioVersys - Poised to unlock value in critical AMR | 219 | BioVersys is focused on developing novel drugs to address antimicrobial resistance (AMR). Lead asset BV100 is targeting carbapenem-resistant Acinetobacter baumannii (CRAB) infections, a significant... ► Artikel lesen | ||
| Di | S&U - Robust delivery through FY26 | 178 | S&U published an update on trading to 5 February (end-FY26) and will release its annual results on 21 April. Group performance continues to be characterised by robust growth in the property lending... ► Artikel lesen | ||
| Di | SynAct Pharma - Resomelagon progresses in RA, viral infections | 206 | SynAct Pharma has completed patient recruitment for its Phase IIb ADVANCE trial (n=240) in rheumatoid arthritis (RA), while initiating the Phase II RESPIRE study in hospitalised with respiratory insufficiency... ► Artikel lesen | ||
| Mo | Advanced Blockchain - Aspiring to become the gateway to digital assets | 261 | Advanced Blockchain (ABAG) is starting a new chapter following the appointment of new management in 2024 and the recent launch of its new strategy aimed at establishing a lean, resilient and transparent... ► Artikel lesen | ||
| Mo | Leading Edge Materials - Meeting Europe's rare earths challenge | 182 | Europe needs a long-term, secure source of rare earths and, increasingly, Greenland does not look like the answer. Rare earths are now clearly geopolitical, and, like the US, Europe will need 'in the... ► Artikel lesen | ||
| Fr | Target Healthcare REIT - Another strong quarter | 223 | Target Healthcare REIT has reported another strong quarter, underpinned by organic rental growth, strong rent collection and arrears recovery. Around half of recent sales proceeds have been deployed... ► Artikel lesen | ||
| Fr | PVA TePla - Guiding for a gradual recovery in 2026 | 509 | PVA TePla (PVA) has reported preliminary FY25 results that are in line with guidance. Revenues came in at €244m (guidance €235-255m) and EBITDA amounted to €25m (guidance €25-30m). Order intake in Q4... ► Artikel lesen | ||
| Fr | Rubis - Entering European bitumen market | 281 | Rubis has announced its expansion into the European bitumen market via securing an exclusive five-year extendable lease to operate the bitumen storage capacity at the ATPC terminal in Atwerp, Belgium.... ► Artikel lesen | ||
| 04.02. | Datatec - Logicalis acquires US cybersecurity specialist | 307 | On 2 February, Logicalis USA, a subsidiary within the Logicalis International division, acquired Maple Woods Enterprises (Maple Woods). Maple Woods is a long-term partner of Logicalis USA, providing... ► Artikel lesen | ||
| 04.02. | Severfield - First step in reshaping strategy | 254 | The renewed optimism at Severfield that we referred to in our December note appears to be playing out with the closure of the Modular Solutions business and the increasing momentum in the UK and European... ► Artikel lesen | ||
| 03.02. | Recce Pharmaceuticals - Recce expands US government collaborations | 224 | Recce announced that it signed a second Cooperative Research and Development Agreement (CRADA) with the US Army. This new arrangement with the US Army Institute of Surgical Research (USAISR) will study... ► Artikel lesen | ||
| 03.02. | Invesco Asia Dragon Trust - A proven 'all-weather' trust with greater scale | 147 | Invesco Asia Dragon Trust (IAD) is approaching its first anniversary of the merger between Invesco Asia Trust and Asia Dragon Trust with a strong 12-month NAV total return (TR) of 26.5% to end-December... ► Artikel lesen | ||
| 03.02. | PCI-PAL - Record H1 new business | 206 | PCI Pal's H126 trading update confirmed strong growth in both annual recurring revenue (ARR) and contracted ARR (CARR) after winning record new business for a first half. Revenue increased 7% y-o-y... ► Artikel lesen | ||
| 02.02. | discoverIE Group - Organic growth in Q3 orders and sales | 176 | discoverIE's Q326 trading update confirmed that both sales and orders increased year-on-year on an organic basis, with the slower to recover Controls unit showing improving trends. The Keymat Technology... ► Artikel lesen | ||
| 02.02. | Sylvania Platinum - Rise in PGMs and higher production guidance | 332 | Sylvania Platinum's production in Q226 remained strong at 24,642oz for 4E platinum group metals (PGMs), slightly up on the previous record in Q126. PGM prices started rallying in December 2025, ahead... ► Artikel lesen | ||
| 02.02. | Basilea Pharmaceutica - An emphatic start to 2026 | 343 | As Basilea enters 2026 with elevated operational momentum ahead of its FY25 results, we revisit key developments from 2025 and outline our expectations for the year ahead. Given Cresemba's continued... ► Artikel lesen | ||
| 30.01. | Datatec - Westcon expansion to the Balkans | 334 | Westcon-Comstor has acquired REAL Security, a specialist distributor of cybersecurity products active in eight countries across the Balkans. This represents the division's first foray into the region... ► Artikel lesen | ||
| 30.01. | Picton Property Income - Another quarter of positive total return | 218 | Picton Property Income (PCTN) has published its Q326 trading update. NAV per share increased by 0.9% to 102.4p, the sixth successive quarterly increase, driven by like-for-like property valuation gains... ► Artikel lesen | ||
| 29.01. | Pan African Resources - EPS and valuation upgrades | 251 | Pan African Resources' (PAF's) interim production update for H126 revealed a 51% increase in gold production to 128.3koz (with a further c 19%, or 24.9koz, increase anticipated in H226 - see Exhibit... ► Artikel lesen | ||
| 29.01. | GiG Software - Executive interview (Video) | 217 | In our interview, Phil Richards, CFO of GiG Software, gives an overview of the company, its markets and growth outlook. Phil begins by describing GiG's products and the services it provides, as well... ► Artikel lesen | ||
| 28.01. | Henderson Far East Income - Well positioned for both capital and income growth | 271 | Henderson Far East Income's (HFEL's) manager, Sat Duhra, invests across the Asia-Pacific region for both income and capital growth. The portfolio has a mix of high-quality companies in developed markets... ► Artikel lesen | ||
| 28.01. | Card Factory - Confirming FY26 guidance | 263 | Card Factory's 11-month trading update to the end of December 2025 highlights management expects to deliver the revised PBT guidance of £55-60m issued in the December 2025 trading update. The like-for-like... ► Artikel lesen | ||
| 28.01. | Cordel Group - Pipeline expands by 133% despite H1 delays | 279 | While Cordel Group's H126 results reflect the impact of drawn-out procurement cycles, these deals have either closed or are expected to close in Q3 and management is confident of catching up with FY26... ► Artikel lesen | ||
| 27.01. | Nanoco Group - Sale process ends, focus on organic business | 268 | Nanoco Group's announcement that the CDX process has ended without an acceptable offer for its business operations is clearly a setback. Focus now turns solely to pursuing commercial opportunities in... ► Artikel lesen |