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Research Tree provides access to ongoing research coverage, media content and regulatory news on Brembo N.V.. We currently have 33 research reports from 1 professional analysts.
The UK AIM market has three quoted commercial vehicle tracking businesses: Microlise Group (SAAS), Quartix Technologies (QTX); and Trakm8 Holdings (TRAK). This note focusses on the larger two, Microlise and Quartix, initiating research coverage on each and comparing respective business models, strategy, growth opportunities and valuation. Whilst the businesses generally target different parts of the market, our conclusion is that Quartix offers better near-term value, cash returns and ROCE, whil
Companies: Microlise Group plc (SAAS:LON)Quartix Technologies PLC (QTX:LON)
Zeus Capital
Companies: OHT CNC SCE IGP FEN TAST HVO VLG PIER XSG SEA MPL DUKE XLM
Cavendish
Following on from the major new contract announcement from SPSY eight weeks ago, this morning’s results show more than half the forecast FY24 profits already achieved in H1 and confirmation of ongoing momentum including new polymer opportunities. SPSY is an established world leader in providing security technology that includes software and advanced materials for use in banknotes, product authentication, security printing and gaming. The 96% YoY lift to revenues in part reflects the impact of th
Companies: Spectra Systems Corporation
The UK industrial sector continues to show promising signs of recovery, with manufacturing PMI reaching a 26-month high of 52.5 in August as all survey indicators but one expanded. Economic data has also been encouraging, with UK pay growth cooling to a two-year low and inflation rising only slightly in July – supporting the case for further interest rate cuts this year by the BoE.
Companies: TAND AVON BMTO CGS GHH PEN SCE RCDO SOLI TRI SYM IGE JDG PEG CSSG ABDP PODP KETL LIFS SPSY
We note Surface Transforms’ interim report and outlook statement published today. We suspend our estimates pending discussions with management.
Companies: Surface Transforms PLC
Please find below our weekly update covering themes that we feel that are of interest to investors and participants in the small and mid-cap TMT sector as well as commentary on recent newsflow.
Companies: CPX ENSI CNC TERN CHSS ELEG
Allenby Capital
Companies: MBT PPS MIRI MWE ENET CHSS ITIM
Character Group has traded encouragingly in the year ended August 2024, in spite of challenging market conditions. We upgraded our expectations for the year following a strong first half and in today’s update the Board confirmed that it expected to meet the revised market forecasts. The Group has a strong product portfolio and the balance sheet remains financially flexible with a healthy cash balance even after expending £2m on share buybacks in FY24. Full year results are expected in December a
Companies: Character Group plc
Companies: FEN TRCS NXQ KRM SOM
Companies: Solid State plc (SOLI:LON)Galliford Try Holdings PLC (GFRD:LON)
Revolution Beauty’s (REVB’s) FY24 results demonstrated the new management team’s progress on its updated strategy. Although revenue growth was relatively muted at c 2%, the streamlining of the brand and product portfolio and improvement in inventory turnover led to a swing back to profitability. Due to REVB’s refocused product portfolio and stock clearance, management expects FY25 Masterbrand run-rate revenue to be c £167m, although with a return to revenue growth in H225. Adjusted EBITDA is exp
Companies: Revolution Beauty Group plc
Edison
The Office for National Statistics (ONS) is due to publish its most up-to-date survey on share ownership in mid-January, which identifies the beneficial owners and decision- makers of the stock market. Hardman & Co has worked together with the share analysis service, Argus Vickers, to jointly produce its own survey, which anticipates the conclusions of the ONS survey but goes into much greater detail. Our work does not use a sample of 200 quoted companies as the ONS historically has, but rather
Companies: SCE ARBB AGY RECI CLIG GDR PCA RMII PHP SHED VTA BUR PIN
Hardman & Co
17th April 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi
Companies: ARS TIDE SCE SNX ECK CNS TST SPEC SSTY
Hybridan
Ongoing elevated container freight costs due to a reduced supply of shipping vessels and the rerouting of trade to avoid conflict in the Suez Canal, combined with unseasonably poor weather conditions and weaker than anticipated Spring Summer sales, means Shoe Zone now expects to report adj. PBT of not less than £10m, against our prior forecast for £13.8m.
Companies: Shoe Zone PLC
MobilityOne Ltd* (MBO.L, 9.5p/£10.1m) | Maestrano plc (MNO.L, 7.0p/£5.6m) | GetBusy plc (GETB.L, 86p/£41.6m) | Solid State plc (SOLI.L, 580p/£49.5m)
Companies: SOLI GETB CRDL MBO
