Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on AMPHION INNOVATIONS PLC. We currently have 11 research reports from 2 professional analysts.
|07Feb17 07:00||RNS||Additional Draw Down on Loan Facility|
|01Feb17 17:18||RNS||Holding(s) in Company|
|30Dec16 14:38||RNS||Holding(s) in Company|
|16Dec16 15:07||RNS||Director/PDMR Shareholding|
|09Dec16 15:50||RNS||Director/PDMR Shareholding|
|24Nov16 14:15||RNS||Holding(s) in Company|
|08Sep16 07:00||RNS||Re-negotiated terms of Motif CPN|
Frequency of research reports
Research reports on
AMPHION INNOVATIONS PLC
AMPHION INNOVATIONS PLC
08 Sep 16
"Equity markets globally remain in 'wait and see' mode. The overnight American and Asian markets all closed with just fractional, albeit mixed, movements as the US central bank's Beige Book, which based anecdotal feedback on economic activity collected during July and August from a dozen district banks, was seen to chant the same old lacklustre message. It noted the economy continued to expand at a modest pace and that contributors expected growth at a 'moderate' pace in the coming months, coming in tandem with a Fed Reserve report noting on Wednesday that a tight labor market and rising wages were not generating substantial inflation pressure. 'Steady as she goes' might be one interpretation, but 'clear as mud' might be another for Chair Janet Yellen who is expected to make an informed policy decision at the looming Federal Open Market Committee Meeting scheduled for 20th and 21st September. Betting right now, perhaps not surprisingly, is that rates will remain unchanged while expected data releases between now and the year-end a still expected to suggest opportunity for at least a 25bp hike, even if hawks like Jeffrey Lacker continue to bang the drum for earlier, decisive action. In the Far East, China provided the main talking point following its release of monthly export data, its traditional engine for growth, that showed a slide of 2.8% in US$-terms on last year following a 4.4% decline in July; a dull outcome, but still sufficient to beat the consensus expectations, which the Wall Street Journal polled as a 4% contraction. The ASX was the only market keen enough to make a decisive move in the region, as the commodity-led index continued to adjust to the hit on the US$ following disappointing ISM data earlier in the week, although oil futures were seen to extend gains during early morning trade following a report from the American Petroleum Institute that detailed a steep weekly draw on crude stockpiles in the US, bucking expectations of a rise and pushing prices back closer to the US$50/bbl level. Europe is in focus for macro releases this morning, with the ECB interest rate decision anticipated, along with a press conference from Mario Draghi. PM, Theresa May, is also due to meet Council President, Donald Tusk, today in London while Chancellor, Phillip Hammond, is presenting to a House of Lords Committee. Earnings figures are due form Deltex Medical (DEMG.L), Genus (GNS.L), Mattioli Woods (MTW.L) and Tower Resources (TRP.L), along with a trading statement from Dixons Carphone (DC..L). The FTSE-100 is seen opening around 8 points up this morning in relatively light volume." - Barry Gibb, Research Analyst
24 Jun 16
Leave. A scenario that mainstream City-based investors at least, entertained but never truly assumed. So the global knee-jerk reaction this morning for markets and currencies will, most certainly, be big. We can already see some of the results - In Asia, Japan's Nikkei plunged 8.2% in the early hours as the result became clear (its biggest fall in 5 years), as shares in exporting companies were forced down while the 'safe haven' Yen surged close to parity with the US cent and futures trading was suspended; shares in Hong Kong shares dropped 4.7%, although UK-exposed banks like Standard Chartered and HSBC Holdings were both hit almost twice that amount. Oil prices were also knocked in early morning trade, with Brent crude down almost 6%. Pre-opening, European shares are faced with the single thing they most dislike - uncertainty. For the UK itself, the best guess probably came from the Treasury - which sees Brexit resulting in a 3.5% hit on GDP, unemployment rising by 0.5m and house prices (key to consumer confidence) falling 10%. As far as Sterling is concerned, having instantaneously tumbled to its lowest level since 1985, Soros has already suggested that the devaluation would be 'bigger and more disruptive' that the one its suffered back on Black Wednesday. Indeed, the coming weeks and months will be difficult to predict given potential structural changes to the UK economy, as Article 50 of the Lisbon Treaty is presumably enacted and the Bank of England takes emergency measures to either protect Sterling or inject express stimulation plus liquidity into the economy, while the Prime Minister and Chancellor contemplate the extent of their remaining mandate. Worries of political contagion mean that the main European indices, like the Dax and CAC will open sharply lower, perhaps down 6% to 8%. The FTSE-100, which will suffer intense volatility throughout the trading period as investors are forced to weigh short and longer-term considerations, is seen opening down about 9%. All other background financial news effectively fades into insignificance; no macro data is scheduled for release in the UK, although data watchers may still take an interest in this morning's ifo survey release from Germany and Frances GDP data. No major UK corporates are due to report this morning."
21 Feb 17
Lighthouse Group* (LGT): Middle Britain growth (CORP) | Utilitywise* (UTW): Double-digit sales growth (CORP) | Trakm8* (TRAK): Earnings expectations cut again (CORP) | dotDigital* (DOTC): Myriad growth opportunities (CORP) | Artilium* (ARTA): Five-year Telenet deal secured and prepaid (CORP) | Netcall* (NET): Cloud investment pays off (CORP)
Industry fundamentals remain positive
21 Feb 17
The Biotech Growth Trust (BIOG) is a specialist vehicle, aiming to generate long-term capital growth via investment in global biotech stocks. Following a particularly volatile period for the biotech industry, where concerns about drug pricing and investor risk aversion have weighed heavily on stock prices, the managers are hopeful that greater clarity regarding US healthcare policy will lead to continued improved performance of biotech stocks. Industry fundamentals remain attractive, including continued innovation and valuations are very supportive, which offers the potential for higher industry merger and acquisition activity.
Middle Britain growth
21 Feb 17
The Company has achieved our 2017 estimate in 2016 with EBITDA of £2.2m, up 37% on 2015. We upgrade our estimates by 10% at the EBITDA level in 2017. If the shares traded even at the lower end of comparators, they would trade at 17p. We expect the share price to reach our upgraded 17p price target in the short term. Few companies enjoy the unique positioning which Lighthouse has to benefit from the assets of Middle Britain.
Small Cap Breakfast
16 Feb 17
Saffron Energy—Schedule One update. Raising £2.5m, expected Mkt Cap £7.7m. Admission due 24 Feb. Italian Oil & Gas Play Guinness Oil & Gas Exploration—Publication of prospectus. Seeking to raise £50m and invest in 15 exploration companies at launch, with plans to grow the portfolio to 30 positions during its lifetime. Issue closing 23 Feb. Arix Bioscience — Intention to float on the main market from the global healthcare and life science Company supporting medical innovation. Raised £52m in Feb 16 with investors including Woodford Investment Management
N+1 Singer - Morning Song 21-02-2017
21 Feb 17
Abzena (ABZA LN) Contract bookings strong; US costs higher than expected | City of London Investment Group (CLIG LN) Earnings and interim dividend in line, some modest growth in FuM | dotdigital Group (DOTD LN) Good H1; broadening avenues of growth | Grafenia (GRA LN) Weak print volumes | Vernalis (VER LN) Interims highlight increasing Tuzistra™ scrip volume
Marked confidence in profitability resilience
22 Feb 17
LBG posted a good set of results at the operating level. Management showed its confidence in the group’s ability to protect its indecent profitability levels over the next three years by recommending an increased ordinary dividend and the payment of a special dividend, and by setting a stable return on required equity objectives.