Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on GOOD ENERGY GROUP PLC. We currently have 9 research reports from 2 professional analysts.
|21Dec16 07:00||RNS||Operational Update|
|08Dec16 07:00||RNS||Appointment of Joint Broker|
|18Nov16 15:33||RNS||Holding(s) in Company|
|26Oct16 16:27||RNS||Holding(s) in Company|
|25Oct16 16:27||RNS||Holding(s) in Company|
|21Oct16 09:40||RNS||Director dealing and clarification of holding|
|14Oct16 07:00||RNS||Update on Scrip Dividend|
Frequency of research reports
Research reports on
GOOD ENERGY GROUP PLC
GOOD ENERGY GROUP PLC
Small Cap Breakfast
21 Dec 16
Ultimate Products—The Telegraph reports Jim McCarthy, former chief of Poundland has been appointed Chairman of Ultimate Products ahead of a £100m listing in H1 2017. Ultimate Products owns the Beldray cleaning brand and the licence to sell Russell Hobbs and Salter electrical products in the UK.
Trading update and disposal
21 Dec 16
Good Energy, the independent supplier and generator of renewable energy, has announced the sale of its 5MW Oaklands solar farm. The statement also comments that although the Group had prudent hedging in place, trading was negatively impacted by exceptional volatility in short term power prices between late October and late November but in December had returned to more normal conditions. We have reduced our FY16 PBT estimate by £0.2m to take account of the additional costs associated with recent power pricing volatility whilst our FY17 estimates remain unchanged.
Growth in a changing climate
12 Oct 16
Good Energy is in the final stages of implementing a new billing system, which will enable it to drive increased growth and further enhance customer service that could potentially transform the valuation of the business. The Group recently announced a solid set of H1 results with progress made across all divisions. Increasing demand for renewable energy combined with government commitments to renewable obligations should continue to provide opportunities for the Group whilst longer term, possible industry consolidation could provide acquisition opportunities.
Revenue continuing to grow at a rapid rate
18 Mar 16
Good Energy, the independent supplier and generator of renewable energy, has announced FY15 results showing revenue up 12% to £64.5m with PBT of £0.1m, slightly ahead of our breakeven expectation. The group continues to experience rapid growth in its supply business with customer numbers up 44% to 219k, whilst owned generation output nearly doubled to 77GWh. Profit was impacted by a £2.1m PBT loss in the development division which was affected by changes to regulation that impacted expected site sales. Costs in this division have now been reduced which combined with continued growth in the other divisions and economies of scale should lead to a return to meaningful profit in the current year. Our headline estimates remain unchanged although EPS is slightly reduced reflecting an increase in shares in issue.
20 Feb 17
Hayward Tyler Group* (HAYT): Trading update and financial position (CORP) | Petra Diamonds (PDL): Interim results (BUY) | Gemfields* (GEM): Interim results (CORP) | Premaitha Health* (NIPT): Middle East momentum (CORP) | Sound Energy (SOU): Acquisition update and TE-8 well spud (HOLD) | Proactis* (PHD): Interim trading on track (CORP) | 7digital* (7DIG): Automotive contract win (CORP)
The Slide Rule
12 Jan 17
What is The Slide Rule? The Slide Rule has been designed to dramatically simplify the identification of the best companies in the UK small/mid-cap sector by making a quantitative assessment of the relative potential of each company. At its core, The Slide Rule aims to identify those companies that create genuine shareholder value through strong returns on capital and solid growth, but also present a value opportunity with the potential tailwind of earnings momentum. Companies are assessed within a Quality, Value, Growth and Momentum (QVGM) framework.
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)
N+1 Singer - Small-cap quantitative research - New quality style screen + 11 quality focus stocks
09 Feb 17
We introduce our fourth and final style screen representing “quality”. This screens for stocks with the best combination of high returns on capital/equity, EBIT margins and operating cash-flow conversion rates. These criteria should help us monitor how strong underlying returns translate into share price performance over time and under varying market conditions. The screen selects the “best” 25 stocks from our universe of just over 500 stocks and, as usual, we focus on a shorter list of stocks we cover or otherwise know and believe to be particularly interesting. We provide brief investment summaries on these focus stocks on pages 4 – 9. We will monitor performance and refresh the screen in approximately 3-4 months time.
N+1 Singer - Morning Song 22-02-2017
22 Feb 17
CORETX (COR LN) Contract wins and new Lifestyle facility | Gooch & Housego (GHH LN) Solid Q1 trading plus earnings enhancing acquisition of StingRay Optics | NCC Group (NCC LN) Further issues in Assurance | PCI-PAL (PCIP LN) Strong H1 underpins positive outlook | UBM (UBM LN) Results | Verona Pharma (VRP LN) Phase IIa RPL554 add-on trial to tiotropium commenced
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