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Cenkos: Bidstack Group Plc -- Commercial progress accelerating

Bidstack released a trading update on 7 July indicating that H1/22 revenue had increased 160% to £2.1m with improved year-on-year gross margin (H1/21: 34.5%). Considerable commercial progress has been made in the period, notably the December 2021 agreement with Azerion guaranteeing a minimum US$30m revenue over a two-period, commencing on 1 March 2022. This is now ramping-up and performing in line with contractual commitments. PubGuard, Bidstack's ad-quality platform, has also secured a minimum

WH Ireland: Sector News and Views – Corporate - dollar earner picks in a changing landscape

A year on from the end of lockdown on July 19 2021, celebrations at the UK's economic bounce-back in H2-21 have long lost their fizz. Two intertwined themes have remained salient / gathered pace over the past six months since our mid-year sector review: exchange rates and inflation. As we write today, press speculation is focussing on the possibility of a 0.5% rise in UK interest rates in August, billed as the biggest move in 27 years. Looking further afield, economists are looking to the F

Morning Note – 4 August 2022

LIBERUM: Ricardo* - Divestment of Software business in line with strategy

Cenkos: The Week that was - Stocks in focus this week are Fulcrum, Mears, NWF and Serco

Enclosed is our weekly round-up of news and updates from the professional services sector.

Hybridan Small Cap Feast 01-08-2022

Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Inteliqo Limited, intends to join the Aquis Growth Market. Inteliqo Limited provides sales, marketing and distribution services to technology product owners under long-term distribution agreements. The Company has agreed its first such agreement in respect of the Ipedia iQ product range. The iQ product is a smart translation earphone (earbuds) system which offers integrated real time speech

Hybridan Small Cap Feast 05/08/22

Dish of the day Joiners: Inteliqo Limited has joined the Access Segment of AQSE Growth Market. Inteliqo Limited provides sales, marketing and distribution services to technology product owners. Leavers: Menzies (John) plc and Sanne Group have left the Premium Segment of the Main Market. What’s cooking in the IPO kitchen?** Unigel Group, intends to join the Aquis Growth Market. Unigel Group is a pioneer in the field of thixotropic gels for the fibre optic cable industry. The Company is also a sup

H1 22: RELX looks recession-proof

RELX reported excellent H1 22 results in light of the current macro environment. The management said that the momentum remains strong entering H2 22 and that it continues to expect the FY22e performance to be above the historical trend.

Ergomed - Sustained growth momentum in H122

Ergomed’s H122 trading update re-emphasised its robust business model and resilient growth despite the challenging macro environment. Revenues grew 24.8% y-o-y to £69.9m, underpinned by strong and sustained demand for both the clinical research services (CRO) and pharmacovigilance (PV) segments. In February 2022, Ergomed acquired ADAMAS, which added supplementary quality assurance services to its portfolio, and we expect this to further enhance group margins in the forthcoming quarters. Importan

VSA Morning Technology Comment 05/08/22 (Frontier IP)

Frontier IP Group (FIPP), which provides development and commercial services in return for equity stakes in technology companies, has today announced that portfolio company CamGraPhIC, a spin-out from Cambridge University, has raised £1.26 million through an equity funding round from existing and new investors.

The Hardman & Co Monthly: August 2022

Feature article: Utility regulation – Changes afoot - Patching up a tainted model While the gas supply crisis – and its price implications – have dominated the UK price regulated sectors in recent months, other issues have arisen that have seriously tainted the price regulation system itself. Indeed, it is fair to ask whether it is ‘’fit for purpose’’. Back in 1984, price regulation, via an unsophisticated RPI-x formula, was introduced to prevent the privatised British Telecom (BT) from abusin

Hybridan Small Cap Feast 08/08/2022

Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Unigel Group, intends to join the Aquis Growth Market. Unigel Group is a pioneer in the field of thixotropic gels for the fibre optic cable industry. The Company is also a supplier of laminated steel tapes to the fibre optic cable industry in the US. Thixotropic gels and laminated steel tapes are essential components to the rapidly growing global fibre optic cable market. The Group exports to over 40 count

Deltic Energy Finals and Update

Deltic Energy had a highly successful 2021. The highlights were confirmation by the Shell-Deltic joint-venture of drilling at the Pensacola prospect on the Carboniferous/Zechstein fairway of the Southern North Sea (SNS) Basin, the Capricorn Energy (CNE.L) five licence farm-in on the same fairway and Capricorn’s 3-D seismic shoot over licence P2428.