• 02 Dec 21
Jubilee Metals (JLP) - Final Year Results (FY2021) show the pace of growth

Jubilee today announce the full year results for FY 2021 ending in June 21. It was a year of continued progress with revenues up 143% to £133m (from FY 2020), adjusted PBT up 324% to £52m and eps up 93% to 1.8p/sh – an extraordinary year – but still only the beginning of the progression in our view. Continued developments in South Africa have led to a fully flexible chrome and chrome tailings solution at Inyoni. Supply from a wide variety of sources (Run-Of-Mine, new tailings from own operati

Companies: Jubilee Metals Group PLC
  • 07 Dec 21
Somero Enterprises - Time to take notice

Time to take notice

Companies: Somero Enterprises, Inc.
  • 01 Dec 21
AFC Energy (AFC LN) - Maritime potential emerging

AFC Energy has announced that its “S” Series hydrogen fuel cell system and ammonia cracker have been selected for the Norwegian ZeroCoaster bulk cargo ship design. The proposal has also been awarded “Approval in Principle” status by DNV, the international certification agency. The announcement is another significant endorsement of AFC Energy’s technology and the group’s biggest step forward in Maritime. This is further endorsement of our investment thesis, which was refreshed in September, which

Companies: AFC Energy plc
  • 01 Dec 21
Persisting challenges lead to further downgrades

Today’s update reveals many of the challenges flagged in September have persisted. Alongside rising input/logistics costs, and volatile customer ordering, revenue guidance has been reduced by 10%. We have rippled a similar reduction through to FY22, leading to EPS downgrades of 27% this year and 38% next year. The company continues to look to 2022 with confidence, and maintains its medium term ambitions for profitable expansion.

Companies: Venture Life Group Plc
  • 07 Dec 21
Jubilee Metals (JLP) - Growth and opportunity

Jubilee operates several chrome-Platinum Group Metal (PGM) operations in South Africa. Growth will come from its Zambian two-refinery strategy where it is expected to produce upwards of 31kt/year of copper (in cathode and concentrate) with an, as yet, undefined contribution from cobalt. The strategy has benefited from the acquisition of the Nkana refinery from Mopani (Zambian-government owned), which provides many logistical and technical benefits to Jubilee. Jubilee remains on a growth trajecto

Companies: Jubilee Metals Group PLC
  • 08 Dec 21
Pantheon Resources (PANR) - Raising up to $96M allows high-impact drilling in Alaska

Pantheon Resources announced that it has raised $41m via an oversubscribed equity placing and retail offer priced at 65p/sh. The company also indicated that is issuing $55m of convertible bonds. The funding allows the company to fully execute its 2022 programme to assess 8 targets across three wells – four targets with the re-entry of Talitha #A and two targets each at Theta West and the company's 2H development well, which the company intends to bring on as a producer.

Companies: Pantheon Resources plc
  • 07 Dec 21
Solaris Resources: Spin out of non-core assets to focus attention on world-class Warintza project

Solaris Resources (“Solaris”, “SLS”) has announced its intention to place its non-core assets in Ecuador, Peru, Mexico and Chile into a separate entity, to be spun off as “Solaris Exploration Inc” in due course. Solaris Resources will continue to focus on its world-class flagship Warintza project, with a streamlined structure likely to boost its attractiveness to potential acquirers or strategic partners. Meanwhile, the newly created company will highlight other assets in the portfolio which cur

Companies: Solaris Resources Inc
  • 02 Dec 21
Cenkos: Agronomics Ltd -- The new agricultural revolution

Agronomics is an investment company focused on investing in the cellular agriculture sector. The sector is responding to global mega-trends driving increased demand for animal protein, which in turn could lead to negative environmental effects. Cultivated meat, for example, uses cell culture technology to grow cells in bioreactors producing differentiated cells (such as muscle and fat cells) that can be formed into consumer food products. These technologies have the promise of producing animal p

Companies: Agronomics Limited
  • 03 Dec 21
Cenkos: Duke Royalty Ltd -- Accelerating deployments – record results

Duke's H1/22A results give evidence that FY22E will be a record year, with a strong rebound from Covid-19 disruptions, with impressive YoY growth across all metrics. Having already completed all forecast deployments for FY22E, our forecasts are well underpinned and upgraded by +9% today. Comments of Duke having its healthiest ever pipeline with near-term deals likely, suggests further upgrades could be possible this year. If seen, any improvement in FCF p/s is likely to drive DPS uplifts, in add

Companies: Duke Royalty Limited
  • 07 Dec 21
Somero Enterprises - Trading update – strong Q4: raised FY guidance

The group has announced a further positive trading update ahead of its December year end, with robust trading in North America by strong demand for new warehousing, with European and Australian operations also seeing strong conditions. As a result, it is raising its FY21 revenue guidance by 8%, with EBITDA raised 7.2%. It also has increased its year-end cash balance to $39.0m, which boosts dividend prospects. We upgrade our forecasts in line with guidance and also increase our FY22 dividend by 8

Companies: Somero Enterprises, Inc.
  • 07 Dec 21
SHORE CAPITAL - Ultimate Products+ (UPGS, House Stock at 189.5p)

High quality UK listed proprietary consumer goods business UP Global Sourcing ("UP") has announced that Chris Dent will become the Group's new Chief Financial Officer "(CFO"), replacing Graham Screawn who retires from the Company in CY22.

Companies: Up Global Sourcing Holdings PLC
  • 01 Dec 21
Savannah Resources (SAV) - Divestment of Mutamba Mineral Sands. Savannah now a pure lithium developer

Savannah today announces that it is amicably terminating its JV arrangement with Rio Tinto over the Mutamba Minerals Sands project in Mozambique. Savannah has been paid $9.5m (which translates into 0.4p/sh) in cash to relinquish the 20% it has earned in the project and will cease all activity in country. All staff will transfer to Rio Tinto.

Companies: Savannah Resources Plc
  • 06 Dec 21
Spectra Systems (SPSY) - Strong new forecasts give 5-year visibility over >£35m of PBT

Strong progress from Spectra Systems Corporation (Spectra), combined with emerging opportunities that were highlighted in the company's recent H1 results, mean we are now able to provide firm forecasts on a five-year basis, a virtually unprecedented state of affairs not just for Spectra but for any quoted growth company. The new forecasts are progressive and substantial, suggesting Spectra will generate a £35m-plus aggregate PBT during 2021E-2025E. We do not view these forecasts as speculative,

Companies: Spectra Systems Corporation
  • 07 Dec 21
Cenkos: Tandem Group Plc -- Strong trading for FY21E

Tandem has released a positive trading update for FY21E, with trading in-line with “or slightly ahead” of market expectations (FY21E Adj EBITDA of £5.1m). H1/21E revenue was up 14% YoY, which improved further in Q3/21E (+17% YoY); Q4/21E to date has been largely flat YoY due to a particularly strong prior year comparator period (national retailers initially postponed orders in 2020 as the pandemic flared up, before confidence resumed towards the end of the year, and delayed orders were then plac

Companies: Tandem Group plc
  • 18 Nov 21
Cenkos: Fulcrum Utility Services Ltd -- All on track and in-line with FY22E forecasts

Fulcrum has delivered a reassuring trading update, confirming it continues to trade in-line with FY22E forecasts, as evidenced by disclosed headline interim results. This comes despite recent turbulence in the UK's energy marketplace, which has not impacted Fulcrum's progress, including its recently established smart metering business. Given a 22% decline in the shares this month, opportunistic buyers should see value as forecasts remain unchanged and the stock now trades at book value and a his

Companies: Fulcrum Utility Services Ltd
  • 08 Dec 21
Growth Acceleration Plan II, a shareholder's delight

Informa’s stock price jumped yesterday after the company held a Capital Markets Day to unveil its 2021-24 Growth Acceleration Plan (‘GAP II’).

Companies: Informa Plc
  • 08 Dec 21
Adastra 'full suite of capabilities for performing extraction of CO2, ethanol and hydrocarbon'
adastra-full-suite-of-capabilities-for-performing-extraction-of-co2-ethanol-and-hydrocarbon-
  • 08 Dec 21
Pantheon Resources (PANR) - Raising up to $96M allows high-impact drilling in Alaska

Pantheon Resources announced that it has raised $41m via an oversubscribed equity placing and retail offer priced at 65p/sh. The company also indicated that is issuing $55m of convertible bonds. The funding allows the company to fully execute its 2022 programme to assess 8 targets across three wells – four targets with the re-entry of Talitha #A and two targets each at Theta West and the company's 2H development well, which the company intends to bring on as a producer.

Companies: Pantheon Resources plc
  • 08 Dec 21
NVIDIA Corporation: An Expensive Growth Story (12/2021)

NVIDIA delivered yet another outstanding quarter, with $7.1 billion revenue and a 50% year-on-year growth. The company set new records in terms of total revenues from gaming, data centers, and professional visualization. It is worth highlighting that NVIDIA RTX technology is typically driving their largest-ever refresh cycle among gamers while also expanding their base among creators. RTX introduced ground-breaking real-time ray tracing and AI-enabled super-resolution capabilities, which are rap

Companies: NVIDIA (NVDA:NYSE)NVIDIA Corporation (NVDA:NAS)
  • 08 Dec 21
Home Depot: For How Long Can This Home Improvement Behemoth Deliver Positive Comps? (12/2021)

Home Depot’s growth after the receding of the pandemic tailwinds has been a real enigma. The company delivered a strong performance in the third quarter with sales growing by $36.8 billion, up 9.8% from last year. Its customers remained engaged with projects around the home and they continue to focus on delivering the best experience in retail. Despite an unprecedented performance in 2020, the company has consistently managed to deliver positive comps in 2021 and increased sales by $3.3 billion

Companies: Home Depot (HD:NYSE)Home Depot, Inc. (HD:NYS)
  • 08 Dec 21
Tyson Foods: How Is The Company Handling The Price-Volume Mix Situation? (12/2021)

Tyson Foods delivered a decent quarterly result which was supported by continued strength in consumer demand for protein. The company’s retail core business lines, including iconic brands Tyson, Hillshire Farm, Jimmy Dean, and Ball Park, have driven strong share growth in the retail channel for the past thirteen quarters in a row. In the previous quarter, the sales volumes were down 4%, primarily due to labour issues that hampered its efforts to fully benefit from strong retail demand and foodse

Companies: Tyson Foods (TSN:NYSE)Tyson Foods, Inc. Class A (TSN:NYS)
  • 08 Dec 21
Molten Ventures - Let the good times keep rolling

In H122, Molten Ventures saw a continuation of the strong performance reported in FY21, with 27% fair value growth in the period taking gross portfolio value to £1,350m. Management reconfirmed its expectation for c 35% fair value growth for FY22 ‘subject to wider market conditions’, well ahead of management’s initial guidance of below-trend 15% growth. H122 NAV per share increased by 19% to 887p per share, with the five-year CAGR now over 20%. With an uncertain outlook, Molten Ventures offers a

Companies: Molten Ventures PLC
  • 08 Dec 21
IXICO mark 'fifth year of successive EBITDA growth' and hail 'great market opportunity ahead'
ixico-mark-fifth-year-of-successive-ebitda-growth-and-hail-great-market-opportunity-ahead-
  • 08 Dec 21
Hybridan Small Cap Feast 08/12/2021

Joiners RentGuarantor Holdings PLC has joined the AQSE Growth Market. The Company provides a rent guarantee service to tenants wishing to rent property in the UK from the Private Rental Sector. The rent guarantee service is an online service where applications can be managed on a secure and bespoke digital platform designed and built by RentGuarantor Holdings PLC. Raise of £125k, Mkt Cap £22.5m. Leavers No Leavers Today. What’s cooking in the IPO kitchen? i(x) Net Zero, the investing company whi

  • 08 Dec 21
Poolbeg Pharma 'show first evidence of expansion of R&D pipeline'
poolbeg-pharma-show-first-evidence-of-expansion-of-r-d-pipeline-
  • 08 Dec 21
Atlantic Lithium 'advancing flagship Ewoyaa Lithium Project towards mining'
atlantic-lithium-advancing-flagship-ewoyaa-lithium-project-towards-mining-
  • 08 Dec 21
Wait and...continue to wait

TUI’s FY21 results came in below consensus and no meaningful short-term catalysts were seen. The group may have to trim further its winter schedule due to the new Omicron variant, which has already weighed on recent bookings. The summer 2022 bookings seem encouraging but visibility remains limited in effect.

Companies: TUI AG
  • 08 Dec 21
OMV Petrom CMD: Black Sea and low carbon

OMV Petrom presented its 2030 outlook, with a strong focus on natural gas, with the development of Neptun Deep, and in low carbon activities, with the start of five new activities by 2030. There is a step up in investments as well, with capex of €1.1bn p.a. for 2022-25, growing to €1.3bn for 2026-30, against €700m for 2017-21. Note that the progressive dividend policy is maintained however, with a 5-10% growth and potential special dividends with higher oil prices.

Companies: OMV (OMV:VIE)OMV AG (OMV:WBO)
  • 08 Dec 21
MGC Pharmaceuticals 'in a race to get as much applications for CimetrA so we can open in 2022'
mgc-pharmaceuticals-in-a-race-to-get-as-much-applications-for-cimetra-so-we-can-open-in-2022-
  • 08 Dec 21
RentGuarantor makes London market debut on Aquis
rentguarantor-makes-london-market-debut-on-aquis
  • 22 Sep 21
FTSE upbeat ahead of Fed interest rate decision despite gas price hikes dominating UK headlines
ftse-upbeat-ahead-of-fed-interest-rate-decision-despite-gas-price-hikes-dominating-uk-headlines
  • 10 Jun 21
Agronomics (LON:ANIC) Presenting at the Cenkos Growth & Innovation Forum - Tuesday 8th June 2021
agronomics-lon-anic-presenting-at-the-cenkos-growth-innovation-forum-tuesday-8th-june-2021
  • 21 Jul 20
Morning Report: Vaccines and EU package lift FTSE 100
morning-report-vaccines-and-eu-package-lift-ftse-100
  • 18 Nov 21
FTSE 100 makes a low-key start but Royal Mail delivers a surprise
ftse-100-makes-a-low-key-start-but-royal-mail-delivers-a-surprise
  • 21 Oct 21
Open Orphan's new Independent Non-Executive Director Yamin ‘Mo’ Khan presents his experience
open-orphan-s-new-independent-non-executive-director-yamin-mo-khan-presents-his-experience
  • 24 May 21
Agronomics set to 'completely disrupt the agricultural sector'
agronomics-set-to-completely-disrupt-the-agricultural-sector-
  • 26 Aug 21
FTSE in the red off back of disappointing Asian session while NHS are latest to endure supply issues
ftse-in-the-red-off-back-of-disappointing-asian-session-while-nhs-are-latest-to-endure-supply-issues
  • 06 Oct 21
FTSE 100 staggered badly in early deals on rising inflation, shortages and a general mood of pessimism
ftse-100-staggered-badly-in-early-deals-on-rising-inflation-shortages-and-a-general-mood-of-pessimism
  • 19 Oct 21
Thor Mining upbeat as maiden drill program at Ragged Range gets underway
thor-mining-upbeat-as-maiden-drill-program-at-ragged-range-gets-underway
  • 11 Oct 21
Jim Mellon, co-founder of Agronomics - ETV Interview
jim-mellon-co-founder-of-agronomics-etv-interview-11-10-2021
  • 23 Nov 20
Thor Mining 'very excited' about acquiring interest in Alford East
thor-mining-very-excited-about-acquiring-interest-in-alford-east
  • 16 Sep 19
Open Orphan - Introduction to Maurice Treacy, Company Director
open-orphan-introduction-to-maurice-treacy-company-director-16-09-2019
  • 01 Apr 20
OptiBiotix Health secures significant exclusive licence agreement for OptiBiome
optibiotix-health-secures-significant-exclusive-licence-agreement-for-optibiome
  • 06 Jul 21
FTSE sinks lower as traders await the US markets' opening with little major domestic news to chew on
ftse-sinks-lower-as-traders-await-the-us-markets-opening-with-little-major-domestic-news-to-chew-on
  • 04 Jan 16
Company Overview
company-overview-04-01-2016

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