Hybridan Research: Sector Review: Artificial intelligence in UK cybersecurity: the human uplift 17/04/2024

Artificial intelligence (AI) is a double-edged sword in cybersecurity. Whilst new AI models, architectures, and innovations are emerging to protect the security posture of organisations, attackers are also benefiting from deepfakes, sophisticated phishing, and automation of malicious codes. To ensure the impact of AI on cybersecurity to be a net-positive, we need to pit good AI against bad AI. Point solutions enhanced with machine learning: Global cybersecurity has been built with point soluti

Allenby Capital TMT Update - 13.11.23 - MWE.L, CLCO.L, TERN.L

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.

Hybridan Small Cap Feast - 07 Nov 23

7th November 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 obje

Allenby Capital: CloudCoCo update

A resilient H1 performance, announced June, for the provider of Managed IT services and VAR with growth at the top and bottom lines and further margin improvement despite the ongoing economic headwinds. CloudCoCo has successfully integrated the 2021 acquisitions and can now offer new and existing customers a broader range of products and services across its four pillars (Connect, Multi-Cloud, Cyber and Collaboration) and there are early signs of cross-selling success. There has been investment i

Allenby Capital TMT Update - 03.07.23 - MWE.L, CLCO.L, SEEN.L, ENET.L, TERN.L

Allenby Capital TMT Update - 24.04.23 - MWE.L, TRAK.L, TERN.L, CLCO.L

Please find a link to 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.

Hybridan Small Cap Feast - 18 Apr 23

18 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 objectiv

Hybridan Small Cap Feast - 23 Mar 23

23 March 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

Hybridan Small Cap Feast - 16 Mar 23

16 March 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

This Week's AIM Highlights 28th October 2022

Hybridan Small Cap Feast 27/10/22

Dish of the day Joiners: Unicorn Mineral Resources (UMR) has joined the Standard Segment of the Main Market. Unicorn Mineral Resources plc is an Irish exploration company, incorporated on 25 March 2010. Unicorn’s focus is to explore for zinc in Ireland, and the Company has been working on several license blocks since 2010. It has targeted the highly prospective Limerick Basin. Unicorn raised £930k at 10 pence per share. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Ithaca Energ

Allenby Capital TMT Update

Allenby Capital TMT Update - 25.10.21 - CLCO.L, BIRD.L, STAR.L

CloudCoCo Group plc* (CLCO.L, 1.95p/£13.8m) Acquisitions: Transformational acquisitions fit 'get bigger' strategy (20.10.21) | Blackbird plc* (BIRD.L, 32.5p/£109.6m) Product launch: 'Powered by Blackbird' licensing solution (21.10.21) | Starcom plc* (STAR.L, 1.225p/£4.7m) Update: Signs of revival and additional funding (22.10.21)

Allenby Capital TMT Update - 18.10.21 - BOOM.L, CLCO.L

Audioboom Group plc* (BOOM.L, 1057p/£165.8m) Q3 Update: Outperformance drives further upgrades (13.10.21) | CloudCoCo Group plc* (CLCO.L, 1.5p/£10.6m) FY update: Good growth in trading EBITDA (18.10.21)

Allenby Capital TMT Update - 31.08.21 - CLCO.L, BIRD.L, STAR.L, TERN.L

CloudCoCo Group plc* (CLCO.L, 1.35p/£9.5m) Initiation: Challenging the incumbent UK IT providers (24.08.21) | Blackbird plc* (BIRD.L, 33.75p/£113.8m) Contract win: CBS Sports Digital secured (23.08.21) | Starcom plc* (STAR.L, 0.825p/£2.9m) Interims: Resilient performance, more positive outlook (27.08.21) | Tern plc* (TERN.L, 21.75p/£76.5m) Wyld Networks debt financing (25.08.21)

Alphawave Semi: FY23 trading update, amended forward guidance

Alphawave Semi has reduced guidance for FY23 and prospectively citing lower revenues from China, changes in expected revenue recognition from long-term contracts, and continuing investment in R&D. The share price has reacted negatively, giving up most of the gains since the trading statement at the end of January. Current consensus, which is a good match for pre-existing guidance, should be reduced, most likely following release of the FY23 results and full 1Q24 trading update due on 23 April. H

Zeus Top Picks for 2024 - 2023 review and outlook for 2024

On 9 January last year, we set out our ten top stock picks for 2023, for what turned out to be another relatively poor twelve months for UK equities due to two wars, stubbornly high inflation and further tightening of monetary policy. This was even as other major markets, such as the US, largely recovered in the year. In the 2023 calendar year, the AIM All-Share index fell 8.2% and is still 42% off its 2021 high. From the release of our 2023 top picks note, the average total return (assuming div

Synectics + (SNX, House Stock at 185p) - Strong FY23A profit growth to continue

Maintel - Strong FY23 year-end TU continues trend of over-delivery

Maintel has reported a trading update for the year ending December 2023, indicating revenue in of at least £101m and adj EBITDA of “in excess of £9m”, compared with respective forecasts of £98m and £8.6m. Net debt of £18.1m also outperforms our expected year-end net debt of £18.6m. The group is continuing the trend established with the reintroduction of forecasts in April 2023, where growing confidence in delivery led to upgraded forecasts in both August and September, and still achieving outper

Morning Note – 4 April 2024

Auction Technology Group - H1/24 Trading update

ATG’s H1/24 trading statement indicates revenue for the six-month period to 31 March 2024 was $86m, a 6% increase on H1/23 (1% organic growth), helped by the addition of the EstateSales.Net (ESN) marketplace last year, which performed well in the period. Total marketplace revenue increased 2% (organic), driven by growth in value-added services (VAS) and event fees, offsetting a decline in commission revenue (mainly through lower asset prices).

Intelligent Ultrasound Group - GE Healthcare launches new Voluson Signature with

GE Healthcare has announced the launch of the Voluson Signature 20 and 18 ultrasound systems, with the related press release noting these systems ‘comprehensively integrate artificial intelligence’ to improve the ultrasound procedure for clinicians and the women being scanned. These ultrasound systems include SonoLyst, the AI which incorporates Intelligent Ultrasound’s ScanNav Assist and ScanNav AutoCapture AI software. The launch of additional Voluson systems including the SonoLyst suite of AI