Premier Foods+ (PFD, House Stock at 128p) - Q1 24 - Excellent start, consensus guided up, scope for upgrades

Premier Foods+ (PFD, House Stock, 130p) - FY23A results - a great British grocery proprietary brand business

SHORE CAPITAL - Premier Foods+ (PFD) - House Stock at 115p

SHORE CAPITAL - Premier Foods+ (PFD, House Stock at 114p)

SHORE CAPITAL - Premier Foods+ (PFD), House Stock at 111p

Premier Foods+ (PFD) - House Stock at 113p - Acquisition of The Spice Tailor - a hand-in-glove growth driver - 1Y EPS enhancement

SHORE CAPITAL - Premier Foods+ (PFD) - House Stock at 107p

SHORE CAPITAL - Premier Foods (PFD) - House Stock at 107p

SHORE CAPITAL - Premier Foods (PFD) - House stock at 117p

SHORE CAPITAL - Premier Foods+ (PFD), House Stock at 111p

Premier Foods+ (PFD, House Stock, 114p)

Shore Capital - Premier Foods+ (PFD) House Stock current price 111p

Appointment as Joint Broker leads to withdrawal of recommendation

Taking the Upper Brand: Brands Sector Overview

The earliest dated brand has long been contested; the majority point to Kongō Gumi, a family run construction company that specialised in Buddhist temples in Japan; its documented record of ownership goes back to 578 AD. Like Kongō Gumi, several different brands have withstood the test of time, albeit without then same degree of longevity. The term brand originates from the 1500s and means "to burn" in Ancient Norse and was initially used to mark cattle for ownership. This practice can be consid

Strong interims reinforce growth thesis; TP raised to 56p

An excellent set of interims with delivery of strong double-digit revenue and EBITDA growth. There is good growth across key channels and further evidence of market share gains. Positive momentum has continued into Q3. An exceptional harvest is signalled as is active consideration of a listing on AIM. We make some forecast changes, lifting sales but conservatively maintain profit numbers. We reiterate our Buy and lift our TP to 56p (vs 52p). Recent sector M&A underpins our conviction in CDGP’s e

Addendum - Initial Equity Trading Comments - 25 September 2023

Cranswick+ (CWK, House Stock, 3606p) - Strong H1 24F sales and margin expected

AG Barr+ (BAG, House Stock at 485p) - In line H1 24A results, robust guidance, a high-class medium-term growth story

Achieving milestones

Hybridan Small Cap Feast - 20 Sep 23

20th September 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment ob

Strong operational and strategic progress

LIBERUM: Genus: Good progress tempered by currency and interest rates

Hybridan Small Cap Feast - 21 Sep 23

21st September 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment ob

Strong H1 & positive outlook strengthens confidence

Chapel Down has released an excellent H1 update, reinforcing the structural attractions of English wine and another period of good execution by the new team. We cite the strong 21% revenue growth, further market share gains, good operational progress and prospects of a strong harvest this year as key highlights. Our confidence in the NAV being an underpinning to the investment case is reinforced by leading brand data. We make no forecast changes but see good scope to upgrade at the Sept interims

LIBERUM: Hotel Chocolat: Delivery of strategy and margins key to share price recovery

AIM MARKET UPDATE June, July, August 2018

AIM showed no signs of a summer slowdown with three strong months with regards to total funds raised (new and further issues). June, July and August averaged over £700m per month, boosted by a particularly strong June which delivered 14 IPOs (historically AIM has 5-6 new joiners per month). Through the end of August 2018, the total amount raised (new and further issues) of £4.80bn is +15% on the same period in 2017 which itself was the best year since 2007.

Initial Equity Trading Comments - 16 May 2023

Morning Note – 20 July 2023