LIBERUM: SAS UK SMID Monthly: Should we expect a rally in retail stocks?

LIBERUM: hVIVO plc: H1 weighting translates into upgrades

LIBERUM: Inspired Plc: In line H1, EPS increased 5% for FY 24 and 25

Hybridan Small Cap Feast - 04 Sep 23

4th 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 obj

Hybridan Small Cap Feast - 11 Sep 23

11th 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

Hybridan Small Cap Feast - 14 September 23

14th 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

Begbies Traynor Group+ (BEG, House Stock at 114p) - Strong trading update, a good start to FY24F

Feedback from Digital Disruption Conference

On 12th September, Dowgate Capital and FTI Consulting held the third annual Digital Transformation Conference. Franchise Brands' Executive Chairman Stephen Hemsley and CIO Colin Rees detailed how the group is using tools to drive operational gearing and the way it is rolling out systems across the group following the recent acquisitions of Filta and Pirtek.

Artificial intelligence in UK biopharma and healthcare 11/09/2023

Artificial intelligence (AI) continues to accelerate at full speed, first by imitating the workings of a human brain and now it is drawing concepts of evolution, sometimes with synthetic data, artificially manufactured for training purposes or for privacy protection, and sometimes not even with human intervention. In this note, we examine how AI is being developed and applied by the NHS and UK mid/small cap companies for the benefit of human health and wellbeing. AI in drug discovery and devel

Inspired+ (INSE, House Stock at 91p) - Interim results, momentum building

Morning Note – 12 September 2023

LIBERUM: Ricardo: Good progress on targets

Hybridan Small Cap Feast - 12 Sep 23

12th 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

Hybridan Small Cap Feast - 19 Sep 23

19th 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

Interim Results – Continuing to add diversity

DORE delivered a positive H1’23 (NAV TR +1.6%, 6 months 30 June) return driven by limited asset repricing (the fund’s discount rates were already fairly conservative) and attractively priced incremental acquisitions in Sweden (Hydro plants) and in the UK. During the half, the fund progressed plans to exploit the optionality in its Hydro portfolio and has highlighted the potential to add an estimated 290bps (range 135-445bps) onto the core 8% Hydro return. In addition, the fund agreed two Grid Se

FY23 results in line; forecasts updated