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  • 08 Oct 19

Small Cap Feast

Kaspi.kz, the largest Paym ents, Marketplace and Fintech Ecosystem in Kazakhstan w ith a leading m arket share in each of its key products and services, has postponed its Initial Public Offering due to unfavourable market conditions. Registration document approved for Helios Towers. The Group provides essential network services, flexible infrastructure solutions and reliable power supply to mobile network operators in five African growth economies. Revenue increased 7 per cent. year-on-year to US$191m (H1 2018: US$178m), with Adjusted EBITDA up 15 per cent. year-on-year at US$99m (H1 2018: US$86m) for the six months ended 30 June 2019. Pricing rumoured at 115p to 145p implying valuation of up to $1.8bn

Companies: CCS IKA SGM DDDD SPA PPH SOLO SO4 RQIH QFI

  • 01 Oct 19

STATE OF CHARGE - INVESTMENT OPPORTUNITIES IN EV CHARGING

Government bans on new fossil fueled vehicles in many major economies are likely to drive significant growth in electric vehicles (“EVs”) over the next twenty years. This will create growth in electricity demand from EV charging. The volume of energy to be supplied creates opportunities for both supply companies and generators and the provision of charge points is already creating a new industry. However, the timing of this demand puts pressure on local distribution infrastructure. While smart charging and vehicle to grid technology offer solutions, we believe these will only be partial given likely charging behaviour and as a result there will be demand for additional grid capacity and for other solutions. These other solutions include charger located storage and distributed generation.

Companies: CNA NG/ YU/ DRX GOOD RED SMS IKA AFC

  • 10 Sep 19

Small Cap Feast

AMRYT PHARMA PLC— a biopharmaceutical company focused on developing and delivering innovative new treatments to help improve the lives of patients with rare or orphan diseases have raised $60m before expenses and will relist on the AIM Market on the 25/09/2019

Companies: IMMO MERC IQG DUKE ZIN FUM AGL ULS ODX IKA

  • 11 Jul 19

LIBERUM: Ilika* - Solid battery commercial progress in FY19

Solid state battery developer Ilika made good commercial progress in FY19 growing revenues by 26% whilst trimming net losses slightly. Cumulative corporate enquiries reached ca.115, up from ca.95 a year earlier.

Companies: Ilika
  • 29 May 19

Small Cap Feast

Renold plc—a leading international supplier of industrial chains and related power transmission products, announced that it will cancel the listing of the Company from the premium segment and apply for admission on AIM. Expected 06 June 2019. Alumasc Group plc, the premium building products, systems and solutions group, has announced its intention to move from the Premium Segment of the main market to AIM. Expected market cap of £33.4m. Expected 25 June 2019

Companies: ALBA NET IKA PRTC SPSY ITX AVAP RDT CGNR VDTK

  • 10 Apr 19

Small Cap Feast

Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m. Loungers plc—the operator of 146 café/bar/restaurants across England and Wales under the Lounge and Cosy Club brands, announces its intention to seek admission on AIM, offer TBC, expected late April. SDX Energy plc—a North Africa focused oil and gas company, announces its intention to complete a Canadian plan of arrangement under section 192 of the Canada Business Corporations Act and will have shares de-listed from the TSX-V and admitted to trading on AIM. Expected 28 May 2019, anticipated market cap of £76m

Companies: NXR FIH IKA STCM STU PHE bmn PEG PTAL

  • 07 Mar 19

Small Cap Feast

Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m. Diaceutics, a data analytics and implementation services company which services the global pharmaceutical industry, is looking to join AIM late March, offer TBC.

Companies: MATD SML BLOE AGL KOOV IKA QUIZ PPIX SEN SOU

  • 24 Jan 19

Executive interview – Ilika

executive-interview-ilika-24-01-2019
  • 23 Jan 19

Executive interview – Ilika

executive-interview-ilika-23-01-2019
  • 17 Jan 19

LIBERUM: Ilika* - Solid battery commercial progress in 1H

Solid state battery developer Ilika made good commercial progress in 1H (6m ending October) whilst maintaining operating losses at a similar level to the year earlier. By the end of 2018, engagements had reached ca.90 corporates up from ca.70 a year earlier.

Companies: Ilika
  • 20 Nov 18

Small Cap Feast

Kropz, an emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa, a phosphate project in the Republic of Congo and exploration assets in Ghana, is looking to join AIM. Offer TBC, expected late Nov Titon holdings—international manufacturer and supplier of ventilation systems and window and door hardware. No capital raise. Due 10 Dec. Mkt cap c.£22m. Greenfields Petroleum (TSX-V:GNF) production focused company with operated assets in Azerbaijan seeking AIM dual listing including $60m private placement. Mkt cap $12.6m CAD Finncap—proposed acquisition of M&A adviser Cavendish Corporate Finance and AIM admission. Offer TBA. Due early Dec Crossword Cybersecurity PLC* (NEX:CCS)—the technology commercialisation company focusing exclusively on the cyber security sector is investigating the possibility of AIM admission. The Company is proposing to raise up to £2.25 million before the end of December, conditional on Admission. The Panoply parent company of a digitally native technology services group founded in 2016 with the aim of identifying and acquiring best-of-breed specialist information technology and innovation consulting businesses across Europe, is looking to join AIM. Offer TBC, expected late November 2018.

Companies: BMV HW/ KGH PLUS TPG 9537 CHRT IKA MNO BRD

  • 07 Nov 18

Small Cap Feast

Greenfields Petroleum (TSX-V:GNF) production focused company with operated assets in Azerbaijan seeking AIM dual listing including $60m private placement. Mkt cap $12.6m CAD Wentworth Resources— oil and gas exploration and production company, with assets in the onshore Rovuma Basin of East Africa. Introduction only. Mkt Cap c £50m . Due today Finncap—proposed acquisition of M&A adviser Cavendish Corporate Finance and AIM admission. Offer TBA Kropz PLC—an emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa, a phosphate project in the Republic of Congo and exploration assets in Ghana. Looking to join AIM, offer TBC, market cap TBC. Due Late October. Crossword Cybersecurity PLC* (NEX:CCS)—the technology commercialisation company focusing exclusively on the cyber security sector is exploring its options in relation to a potential move to the AIM market of the London Stock Exchange which, if it were to proceed, would likely take place over the next few months. The Panoply parent company of a digitally native technology services group founded in 2016 with the aim of identifying and acquiring best-of-breed specialist information technology and innovation consulting businesses across Europe, is looking to join AIM. Offer TBC, expected late November 2018.

Companies: EAH 88E BOD SPO BMK BOTB AEO IME TYMN IKA

  • 01 Nov 18

Small Cap Feast

Renalytix AI—developer of artificial intelligence ("AI") decision support and clinical management tools for improving early diagnosis, continual monitoring and drug development for kidney disease. incorporated in March 2018 as a subsidiary of EKF Diagnostics Holdings (AIM-EKF). Total fundraising in the range £21 - 25 m. Mkt cap - c. £67.5- £71.0m. Due 2 Nov. Finncap—proposed acquisition of M&A adviser Cavendish Corporate Finance and AIM admission. Offer TBA Kropz PLC—an emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa, a phosphate project in the Republic of Congo and exploration assets in Ghana. Looking to join AIM, offer TBC, market cap TBC. Due Late October. Azalea Energy—oil and gas production and development company based in Louisiana, United States. Net production of 13 MMcfe/D (2,200 boepd) and total 1P proved reserves of 91 Bcfe (15.1 mmboe), 2P reserves of 111 Bcfe (18.5 mmboe) raising up to $38m, expected mkt cap over $100m. Due 29 Oct Path Investments— First acquisition of a 50 per cent. participating interest in the producing Alfeld-Elze II gas field located 22 kilometres south of Hannover in Germany. Seeking £10m raise. Due late Oct Crossword Cybersecurity PLC* (NEX:CCS)—the technology commercialisation company focusing exclusively on the cyber security sector is exploring its options in relation to a potential move to the AIM market of the London Stock Exchange which, if it were to proceed, would likely take place over the next few months.

Companies: EMIS SKIN AFC SAF IKA NEXS DEST MWE NSCI MPAC

  • 01 Nov 18

SP Angel – Morning View

BHP (BLT LN) 1599p, mkt cap £92.8bn – Special dividend and off-market buy-back | Golden Star Resources (GSC CN) C$4.6, Mkt Cap C$505m – Wassa underground contributes to Q3 results | Ilika (IKA LN) 18p Mkt. Cap. £18m – Ilika improves Bluetooth battery performance | KEFI Minerals* (KEFI LN) 1.5p, Mkt Cap £8.0m – Saudi Arabia exploration licenses renewal | Metals Exploration (MTL LN) 1.4p, Mkt Cap £29m – Typhoon Rosita update | Randgold Resources (RRS LN) 6180p, Mkt Cap £5.84bn – Merger receives SA Competition Tribunal approval | Barrick Gold (ABX US) US$12.55, Mkt Cap US$14.7bn | RioZim – closes three mines in Zimbabwe due to shortage of US dollars

Companies: BHP GSC IKA KEFI MTL RRS ABX

  • 11 Jul 18

Ilika (IKA) Fund raise presentation July 2018

ilika-ika-fund-raise-presentation-july-2018-11-07-2018

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Ilika. We currently have 56 research reports from 7 professional analysts.

Open
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52 Week
12.5/38.6p
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# Shares
100.7m
Daily Liquidity
(0.00%)
Pension Liability
£0m
Enterprise Value
£17.6m
Market Cap
£22.2m
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Div Yield

Latest News/RNS

(more news)
Date Source Announcement
14Oct19 07:00 RNS-R LSE - Green Economy Classification & Mark
08Oct19 07:00 RNS Battery Patent Update
01Oct19 13:34 RNS Change of registered address
26Sep19 13:05 RNS Result of AGM
24Sep19 07:00 RNS Ilika Opens Large Format Battery Facility
13Sep19 07:00 RNS Bonus Share Options, Exercise of Options & TVR
10Sep19 07:00 RNS Grant Support from Faraday Battery Challenge
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  • 21 Oct 19

Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

Companies: ABBY AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CDM CSRT TIDE CYAN DTG DEMG ELM EMR FPO FDEV GTLY GENL GHH GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KAPE KEYS KWS KCT KGH LAM LIT LOK MACF MANO MOD OXIG PCA PANR PARK ESRE PHC PMO RBW RMM RBGP REDD RSW RNO ROR SUS SCPA SEN SHG SOLG SOM SUMO TM17 INCE TWD TRAK TRI VNET VTC ZOO ZTF

  • 21 Oct 19

Allenby Capital TMT Update 21.10.19 (GFIN.L, SWG.L)

Gfinity plc* (GFIN.L, 3.625p/£18.2m) Finals: Strong FY19; major global growth opportunity (21.10.19) | Shearwater Group plc (SWG.L, 228p/£50.4m) Meeting with management: Buy and build cybersecurity play (15.10.19) |

Companies: Gfinity Shearwater Group

  • 21 Oct 19

Q3 Trading Update

Petropavlovsk PLC (LSE: POG) has released its Q3 trading update this morning. Overall the results show that the company remains on track to hit full year production targets of 450koz – 500koz with additional upside from processing of 3rd party concentrates. With POX operations now in full swing the company was able to deliver strong growth recording a 66% increase in total gold production to 136koz (YTD 368koz) of which 48koz were from the processing of refractory ore (18koz coming from third party sources). It is likely next quarter sales will be up again as the company continues to process higher grade third party concentrate and realise gold in circuit, on top of the existing supply (we were also impressed with the recovery rates at the POX plant which are stabilising at 95%).

Companies: Petropavlovsk
  • 02 Jul 19

Where’s the Value?

Warren Buffett once said that as an investor, it is wise to be ‘fearful when others are greedy and greedy when others are fearful’. Fear is not in short supply right now.

Companies: OPM ALU ANCR BLV CONN CRC STU GATC HAT LEK MMH MCB MWE NXR NTBR NOG PAF PEG RFX SRC TEF TEG TPT VTU WYN XLM

  • 02 Sep 19

LIBERUM: Sylvania Platinum* - Results beat, Grasvally disposal but light on dividend

Sylvania has reported FY19 results (June Y/E) of $6.37/sh versus expectations of $5.95/sh due to a lighter tax expense than assumed. They have entered into a binding agreement to sell Grasvally for R115m ($7.6m at current FX), which should be settled in the next eight months.

Companies: Sylvania Platinum
  • 17 Oct 19

Petro Matad - Gazelle-1 results

Petro Matad has announced results from Gazelle-1, the final well in its three-well drilling campaign in Block XX, Eastern Mongolia. The well did not encounter hydrocarbons in the Lower Tsagaantsav objective and found a thin good quality pay zone in the Upper Tsagaantsav. We valued Gazelle at 1.4p/share (out of our total 20.1p RENAV for Petro Matad). The company’s operational focus will now switch to testing the successful Heron-1 well, which established a 77m gross oil-bearing interval in a structure that has proven productive in the adjacent Block XIX.

Companies: Petro Matad
  • 08 Mar 19

Islandmagee on the road to commercialisation

InfraStrata has made considerable progress over the past year along the road to commercialising its Islandmagee underground gas storage project in Northern Ireland. The key development has been the FEED (front end engineering and design) process. This was completed last November and de-risks the project technically. The stock is now a play on expeditiously financing the construction phase of the project. Significantly, UK government guaranteed debt financing looks like being available. The Islandmagee project has a sound rationale in terms of enhancing the security and flexibility of gas supplies in the island of Ireland. Gas storage tariffs in Europe have firmed of late from the depressed levels of recent years as the gas market has tightened and price volatility has increased. With a market capitalisation of £12.9m, InfraStrata is valued at a substantial discount to our valuation of £56m. (Peter Dupont)

Companies: Infrastrata
  • 10 Sep 19

Cenkos: Trinity Exploration & Production Plc - Interim Results

This morning, Trinity released in H1/19 interim results, delivering another strong performance as the Company continues to increase base production whilst maintaining effective cost controls. Production averaged 3,008bopd for H1/19, up 9% year-on-year (YoY), generating revenues of US$32.2m on an average realised oil price of US$59.1/bbl. The Company's financial performance was impressive, with adjusted EBITDA increasing by 20% YoY to US$11.2m, facilitating a cash plus working surplus of US$22.0m at 30th June 2019. Post period, as part of Company's H2/19 drilling campaign, the Company has drilled three wells, including the Company's first High Angle Well (HAW), which successfully intersected net oil reservoir sandstone 1.5x the thickness of a conventional vertical well was prognosed to deliver on this target. The H2/19 programme will include up to eight new onshore infill wells, with drilling expected to increase base level production into 2020. We reiterate our BUY recommendation given today's strong financial and operational results.

Companies: Trinity Exploration & Production
  • 17 Oct 19

FLASH: Positive drilling results in the UK

The Tolmount East well, 42/28d-14, in P1330, Block 42/28d (PMO 50%) in the UK Southern Gas Basin penetrated 241 ft of gas bearing high quality Leman sands with a net-to-gross ratio of 71%, porosity of 16% and gas saturation of 82%. The quality and thickness of reservoir sands encountered are at the upper end of expectations and no gas water contact was penetrated. The reservoir was encountered about 20 metres deeper than expected. The well was targeting 220 bcf of P50 gross resource that are now derisked. Project sanction is targeted for 2H20. The most likely development of Tolmount East will be through a 3 well unmanned platform tied back to Tolmount’s Main processing facilities. Market reaction: positive on potential reserves addition Our unrisked NAV for the well was £0.18/sh in the mid case.

Companies: Premier Oil
  • 23 Jul 19

Quarterly Research Outlook - Summer 2019

In January, we provided a list of 11 stocks for 2019 that we believed would perform strongly with attractive catalysts that could lead to material outperformance. In this Quarterly Research Outlook, we revisit these views, analysing what has happened and how the remaining six months of the year could play out.

Companies: AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CALL CSRT TIDE CYAN DTG DEMG ELM EMR FPO FST GTLY GENL GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR HYR IBPO IOG INDI JHD JOG KAPE KEYS KCT KGH LAM LIT LOK MACF MANO PCA PANR PXC PHC PMO RBW RMM REDD RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG SOM TWD TRAK TSG TRI VNET VTC ZOO ZTF

  • 11 Jun 19

Islandmagee offtake agreement secured


Companies: Infrastrata
  • 10 Oct 19

The investment case of Rio Tinto

Even though iron ore prices have weakened materially since July 2019, Rio Tinto remains well-positioned to generate healthy cash flows and maintain its shareholder reward attractiveness.

Companies: Rio Tinto
  • 17 Oct 19

FLASH: No major surprises in 3Q19 update

3Q19 WI production was 39,619 boe/d (GMP FEe: 41.3 mboe/d) including 31,578 boe/d in Colombia (GMP FEe: 32.2 mboe/d), 2,299 boe/d in Brazil (GMP FEe: 2.7 mboe/d), 3,358boe/d in Chile (GMP FEe: 3.8 mboe/d) and 2,384 boe/d in Argentina (GMP FEe: 2.4 mboe/d). The Guaco 1 exploration well in the Llanos 34 block (GPRK op, 45% WI) that was tested at up to c.960 bbl/d of 24.6 degrees API oil in September is now producing at a stabilized rate of 600 bbl/d with less than 1% water cut. Five new wells were tested and put on production, currently adding above 3,000 bbl/d gross, including Tigana Sur 8, Tigana Sur 14, Jacana 28, Jacana 29 and Jacana 51.

Companies: Geopark
  • 21 Oct 19

FLASH: Final well test results at Inanli-1 - Equinor will start testing Devepinar-1

The fourth and shallowest zone at Inanli-1 was tested at a flow rate of 0.306 mmcf/d averaged over a period of ten days from a 37.6 m gross section. The rate for the final 24 hours of flow was 0.171 mmcf/d. The condensate yield was 23 bbl/mmcf over the total flowing period, but this was increasing over the course of the test and during the final 24 hours the rate was 97 bbl/mmcf. Water recovery was 98 bbl/d over the final 24 hours of flow and was declining. The flow results of the fourth test were similar to the results of the third test.

Companies: Valeura Energy
  • 21 Oct 19

FLASH: Another very good operating update

The BN95-4H horizontal well delivered an initial flow rate of 6.2 mbbl/d, exceeding management’s expectations. The well was c. US$3 mm (20% of well cost) under budget. Current production at Bretana is c. 7.8mbbl/d following interim upgrades to the production facilities. At the end of September the company held US$40 mm of working capital. PetroTal produces 4.8 mbbl/d in 3Q19, in line with our expectations of 5.0 mbbl/d.

Companies: Petrotal