Equity Research, Broker Reports, and media content on Appreciate Group plc

  • Access the latest forecasts, broker valuations, multiples, and video content from the city about Appreciate Group plc
  • See live updates from analysts, company announcements, and other news in a personalised/single dashboard
  • 29 Apr 22
Appreciate Group - FY Trading Update

4Q22 underlying billings rose by 12% against 4Q20, the last ‘clean' pre-COVID year, marking the third consecutive quarter of double-digit growth. This brought annual underlying billings to £222m, 8.9% ahead of FY20, and 5.5% ahead of FY21. Underlying billings comprises Corporate (£212.1m, +8.7% vs. FY20, +5.4% vs. FY21) and Highstreetvouchers.com, both of which contributed to the growth story. Indeed, Corporate spend from existing clients has now recovered to >90% of pre-COVID levels.

Companies: Appreciate Group plc
  • 28 Apr 22
LIBERUM: Appreciate Group* - A strong finish to FY22E


Companies: Appreciate Group plc
  • 01 Apr 22
Hardman & Co Monthly: April 2022

An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2021, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2021. Comparisons are made with historical data to show how different company strategies have evolved. 2021 was characterised by a strong rebound in performance following the pandemic-aff

Companies: VTA STX RECI PANR PCA OCI ICGT IBT FAS FCSS FEV FJV FSV BBGI CLIG E7F0 ARBB APP AVO

  • 17 Mar 22
Appreciate Group (APP) Digitising giving: delivering the future today`

We reviewed Appreciate’s (APP) business model in our initiation, Solid core + digital disruption = unique model, published on 1 September 2021, with an update following its interim results, Interim results: solid progress, digital delivering, published on 29 November 2021. In this note, we focus on a theme running through both those reports – the digitalisation of the business and how the modernisation of every aspect of procedures, cultures, products and management is fundamentally changing the

Companies: Appreciate Group plc
  • 02 Mar 22
The Hardman & Co Monthly: March 2022

Feature article: Directors’ dealings - A legal way to do insider trading One of the first things that a junior analyst learns is to keep an eye on directors’ dealings, but sometimes this is more complicated than meets the eye. In this article, I look at some less obvious tricks to study directors’ dealings. It’s worth prefacing these remarks with a comment that, although investors want company CEOs and CFOs to have skin in the game, individuals shouldn’t have all their chips in one bask

Companies: VTA RECI PANR PCA OCI ICGT IBT CLIG BBGI ARBB APP

  • 07 Feb 22
Hardman Talks Video Event | Appreciate Group (APP) Management Presentation and Q&A ‘Gifting investors with digitisation’

We are delighted to announce Appreciate Group's management presentation and Q&A webinar on Hardman Talks. The webinar will be held at 3.00pm on Wednesday 16 February 2022 as a virtual event on Zoom. Following the Q3 FY2022 trading update, the AIM-listed company will be presenting its business outlook for the year ahead. Management will be engaging with investors during the live Q&A, which will be moderated by Mark Thomas, Hardman & Co Head of Financials. The webinar is being hosted by Hardman

Companies: Appreciate Group plc
  • 04 Feb 22
Hardman & Co Monthly: February 2022

Feature article: Streamers vs. broadcasters - Broadcasters fight back Streaming is the most disruptive force in video media. Globally, streamed video services continue to grow, led by the US majors, apparently at the expense of non-streamed and advertising-dependent broadcasters. Recent trading announcements by leading streamers and leading UK broadcasters point in two directions: streaming growth in the North American market is slowing, according to figures from Netflix and Disney, while

Companies: VTA TRX FCSS IBT RECI PANR PCA OCI FLTA DNL FEV FJV FSV FAS CLIG BBGI ARBB APP

  • 19 Jan 22
Hybridan Small Cap Feast 19/01/22

Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Spinnaker Acquisitions plc, intends to join the Main Market (Standard). The Company have conditionally agreed to acquire the entire issued share capital of HomeServe Labs Ltd, a wholly owned subsidiary of FTSE250 quoted public company HomeServe Plc, by way of a reverse takeover conditional, inter alia on relisting and successful completion of fundraising activities to be undertaken by way of a placing and di

Companies: TYM TMG APP BOKU CPP DSG DIS PCIP

  • 19 Jan 22
Appreciate Group - Q3 Results Update

A strong billings performance means Appreciate remains on track to meet its FY22 expectations, with Corporate business setting a record quarter. That it managed to perform in line with 3Q21, which benefitted from lockdowns, is impressive, and we believe our forecast of £381m billings for FY22 now looks a bit light. Momentum is said to have continued into Q4, and the first phase of the new ERP implementation has been successfully carried out. A positive outcome all round.

Companies: Appreciate Group plc
  • 19 Jan 22
LIBERUM: Appreciate Group* - Strong Q3, momentum into Q4


Companies: Appreciate Group plc
  • 12 Jan 22
THE MONTHLY January 2022

The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 53 constituents of the index are high-risk, still being in the development stage, with micro-capitalisations and a long way from sales and profitability. Despite this, some companies can still make

Companies: AVO APP ARBB BBGI E7F0 DNL FAS FCSS FEV FJV FLTA ICGT IBT OCI PCA PIN RECI STX TRX VTA

  • 30 Nov 21
Appreciate Group - HY22 Results Update

Our key takeaway from these results for the half year to 30th September is that the first, and hardest, stage of the 2018 restructuring is now largely complete – to wit, the business has been strengthened and made scalable, evidenced by a lack of exceptional items in the P&L this half. As previously reported, the hamper business has been closed, the proportion of digital vouchers in the mix has grown from 7.3% to 23.8% (boosted by shifting demand patterns during the pandemic). The cost base ha

Companies: Appreciate Group plc
  • 29 Nov 21
Interim results: solid progress, digital delivering

We reviewed Appreciate’s (APP) business model in our initiation, Solid core + digital disruption = unique model, published on 1 September. On 23 November, APP released its interim results, reporting a modest seasonal loss, in line with the nature of its business. The key takeaways were i) continued progress in the rollout of the digital model, including both distribution and efficiency, ii) reversion to more normal customer patterns of redemption and in larger corporate client behaviour, and iii

Companies: Appreciate Group plc
  • 24 Nov 21
Appreciate (APP) interim results - November 2021
appreciate-app-interim-results-november-2021-24-11-2021
  • 23 Nov 21
LIBERUM: Appreciate Group* - Encouraging H1, everything to play for


Companies: Appreciate Group plc

Appreciate Group plc

Company Profile

  • Personnel
  • John Sullivan (Ian) O'Doherty, CEO

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Appreciate Group plc. We currently have 139 research reports from 8 professional analysts.

Latest News/RNS

(more news)
Date Source Announcement
28Apr22 07:00 RNS Appreciate Group PLC - Year-end trading update
07Apr22 13:15 DGAP-News Hardman & Co Research: Q&A on Appreciate Group plc (APP): Digitising Giving: Delivering the future today
23Mar22 07:00 RNS Appreciate Group PLC - Appointment of Chairman Designate
17Mar22 10:45 DGAP-News Hardman & Co Research: Appreciate Group (APP) Digitising giving: delivering the future today
21Feb22 07:00 DGAP-News Hardman & Co Research : Hardman Talks Video | Appreciate Group Management Presentation and Q&A
07Feb22 11:30 DGAP-News Hardman Talks Video Event | Appreciate Group Management Presentation and Q&A 'Gifting investors with digitisation'
20Jan22 16:10 RNS Appreciate Group PLC - Director/PDMR Shareholding
Get free RNS email alerts

  • Frequency of research reports

     

  • Research reports on

    Appreciate Group plc

  • Providers covering

    Appreciate Group plc

  • 17 May 22
SHORE CAPITAL - Sureserve Group (SUR) - House Stock at 85p


Companies: Sureserve Group Plc
  • 19 May 22
SHORE CAPITAL - Begbies Traynor Group+ (BEG, House Stock, 125p)


Companies: Begbies Traynor Group plc
  • 18 May 22
SHORE CAPITAL - Macfarlane Group ( MACF) - House Stock at 118p


Companies: Macfarlane Group PLC
  • 17 May 22
Cenkos: FRP Advisory Group Plc -- Trading ahead of expectations

FRP has released a very positive FY22E trading update in which it expects revenue would be £95.2m (+21% YoY; we had forecast £88.6m) and Adj EBITDA would be £25.7m – up 12% YoY and comfortably ahead of our £24.2m forecast. Given that the UK administrations market declined 22% YoY in FY22E (as Government support measures offered a temporary lifeline to many businesses), we see this as an excellent performance, which demonstrates FRP's resilient ability to grow throughout economic cycles. With bus

Companies: FRP Advisory Group Plc
  • 20 May 22
Hybridan Small Cap Feast 20/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in th

Companies: YCA 7DIG BOOM DMTR EYE KIBO NFC RST SPSY

  • 10 May 22
Hybridan Small Cap Feast 10/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No leavers Today. What’s cooking in the IPO kitchen? EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specific Integrated Circuits (ASICs). ASICs are integrated circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help differentiate products through optimised hardware thereby making products smaller, faster, lower power and more

Companies: XTR XLM VRS SUP ROCK SLE SEMP OHG HDD FIH

  • 18 May 22
Morning Note – 18 May 2022


Companies: ARB D4T4 ORPH SPE

  • 18 May 22
A decent performance in FY21/22 but the outlook disappoints

While Experian reported a decent close to FY21/22, with revenues and benchmark EBIT in line with the consensus, the FY22/23 guidance of 7-9% organic growth left investors wanting more. Additionally, the group guided for a mortgage headwind of c.1.5%, which is lower vs peers but they are more exposed to the vertical. However, the strong cash generation and 10% increase in dividend were encouraging. We will revise our estimates slightly upwards and will likely maintain our positive stance on the s

Companies: Experian PLC
  • 11 May 22
Anexo Group* -

Stronger than expected results: Trading was robust last year, with FY21 group revenues +36.2% to £118.2mn. Anexo had guided in January that pre-tax profits would significantly exceed market expectations and adj. PBT of £24.1mn for the full year was +49.7% y/y, broadly in line with our revised forecast. This was even after significant investment across the group, which together with a favourable market backdrop, under-pins our FY22 forecasts, with an upward bias to FY23. Finally, we continue to e

Companies: Anexo Group Plc
  • 18 May 22
Hybridan Small Cap Feast 18/05/22

Dish of the day Joiners: Lekoil, the oil and gas exploration and production Company with a focus on Nigeria and West Africa has joined the Access Segment of the AQSE Growth Market. The Company was previously listed on AIM (LEK.L), however, Ordinary Shares have been suspended from trading on AIM since October 2021. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business ne

Companies: CZA AXL AEE CORA D4T4 EKF ORPH PWM PPH SYM

  • 23 May 22
Middle East exposure materially de-risked

Driver Group has issued a positive update on its Middle East operations, in particular the UAE. It has agreed with an unnamed counterparty that 25 employees will transfer to the counterparty on 1st June, resulting in annualised cost savings of >£3m, with no associated exceptional termination costs. This compares to the £1m in cost savings identified within the 29th March update. The counterparty will also assist in collecting the associated debtor book of c.£3.5m, c.£2m of which it will pay upfr

Companies: Driver Group Plc
  • 23 May 22
Hybridan Small Cap Feast 23/05/22

Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Psych Capital PLC, intends to list on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in the UK and Europe.

Companies: CREO DRV FUM ROCK TOU WRES

  • 23 Mar 22
Knights Group Holdings - Challenging Times – Stay Neutral

While we would argue there were some underlying signs of challenges at Knights (H1 growth underwhelmed, management selling shares, channel checks with other industry players), the 50% fall in the share price points to a sharp shock to the market. The reaction suggests a significant confidence hit in the ability to continue to execute the Knights model and how deep-rooted any Knights-specific issues might be. We expect this could take time to reverse.

Companies: Knights Group Holdings Plc
  • 23 May 22
Sureserve - HY Results - May 2022

Sureserve has released was a solid interim report, with 24% revenue growth and 41.7% EBITA growth driven by multiple parts of the business, including a good performance from recently acquired CorEnergy. The only slight concern we note is pricing of labour, materials, and energy – though it's worth noting that Sureserve's business isn't directly impacted gas wholesale prices as it's an energy agnostic supplier of heating equipment and maintenance, amongst other things. The outlook is promising

Companies: Sureserve Group Plc
  • 03 May 22
The Hardman & Co Monthly: May 2022

Feature article: Latest ONS survey: steady as she goes…and ignore retail investors at your peril The ONS (Office for National Statistics) has been charting the beneficial ownership of UK-quoted companies periodically since the early 1960s. The latest paper was published in March 2022, and considers the data for December 2020. At December 2020, “Rest of the World” investors owned 56.3% of the market, a further growth since the last survey, while UK institutions’ ownership edged up to 31.6%.

Companies: VTA TRX SCE STX AVO ARBB PANR RECI PCA OCI IBT ICGT FAS FCSS FEV FJV FSV DNL CLIG BBGI