Wynnstay Group+ (WYN, House Stock at 405p) - Effective Group Finance Director succession

Small Cap Feast 25 07 2023

Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Announced ITF 12 July: Substrate Artificial Intelligence, an artificial intelligence company based in Spain that creates, buys and scales companies around AI in diverse sectors such as fintech, agritech, energy, human resources, and health, intends to join the Access Segment of the AQSE Growth Market. Announced ITF 6 July: Blackpoint Biotech plc, a medical cannabinoids company established to fulfil gaps in

Wynnstay Group+ (WYN, House Stock at 473p) - Breakthrough product for livestock farmers?

Hybridan Small Cap Feast - 03 Jul 23

3rd July 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 objectiv

Wynnstay Group+ (WYN, House Stock, 473p) - Underlying on track; adverse stock impact

Wynnstay Group+ (WYN, House Stock at 488p) - Grain & seeds capabilities first hand

Wynnstay Group+ (WYN) - House Stock, 458p - Shifnal Cereals event

Hybridan Small Cap Feast - 28 Apr 23

28th April 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 object

Wynnstay Group+ (WYN, House Stock, 458p) - Senior NED appointment

SHORE CAPITAL - Wynnstay Group+ (WYN, House Stock at 474p)

Hybridan Small Cap Feast - 01 Feb 23

01 February 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 objec

SHORE CAPITAL - Wynnstay Group+ (WYN) - House Stock, 534p - Record FY22A results; well-positioned

Hybridan Small Cap Feast 17/11/22

Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Long Term Assets Limited (LTA), a Guernsey investment company, intends to join the Specialist Fund Segment of the Main Market of the London Stock Exchange. The initial portfolio is made up of a diversified range of assets, recently valued in the region of £160m, comprising a complete selection of the Disruptive Capital’s family office private asset portfolio. LTA aspires to be a “best-in-cl

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

Premier Foods+ (PFD, House Stock, 115p) - Maintaining strong momentum through H1 24F – upgrades expected

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

Strong operational and strategic progress

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

Dekel Agri-Vision - On course for stellar year for palm oil business with progress in cashews

H1 results from DKL today highlight a very strong performance for the palm oil business on pricing and volumes, while the company made further progress in its transformative cashew project. The company is an increasingly diversified agricultural group with operations in West Africa, comprising a fully operational, sustainably sourced palm oil business alongside its recently inaugurated cashew processing activity. Although the financial performance of the palm oil operation was solid, posting E

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

The Monthly June 2020

Much has been written about the effects of the virus on the world and on the stock market. Here is one analyst’s take on some of the likely impacts on the way we should look at companies. This article was originally produced as a blog, “10 Changes Post Virus”, which was published a few weeks ago.

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

The Coca-Cola Company: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (02/23)

Coca-Cola had a successful year in 2022. In spite of the difficult macro environment, the company performed well and expanded by concentrating on broadening the scope of its offerings. The environment remained dynamic during the fourth quarter as inflation, geopolitical unrest, and currency volatility persisted. However, the company managed to surpass the revenue expectations of Wall Street. The consumer demand held up reasonably well despite these issues, and their industry is still robust. Coc