Equity Research, Broker Reports, and media content on Mountview Estates

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Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Mountview Estates. We currently have 0 research reports from 0 professional analysts.

Open
11200p
Range Today
11400/11400p
52 Week
9275/11550p
Daily Volume
0.0k
# Shares
3.90m
Daily Liquidity
(0%)
Pension Liability
£0m
Enterprise Value
£438.4m
Market Cap
£444.5m
Latest PE (hist)
13.99
Div Yield
3.98

Latest News/RNS

(more news)
Date Source Announcement
21Nov19 07:00 RNS Half-year Report
19Nov19 07:00 RNS Directorate Change
18Nov19 16:15 RNS Result of General Meeting
21Oct19 15:13 RNS Notice of General Meeting
02Oct19 13:08 RNS The Sinclair Family Concert Party
07Aug19 15:13 RNS Result of Annual General Meeting
13Jun19 07:00 RNS Preliminary Results for year ended 31 March 2019
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  • Frequency of research reports

     

  • Research reports on

    Mountview Estates

  • Providers covering

    Mountview Estates

  • 03 Dec 19
LIBERUM: Ramsdens Holdings* - 12% adj. PBT growth. On track for H2.

We welcome a confident outlook statement and dividend raise after hitting H1 expectations, even excluding the extra profit from gold sales. EPS estimates unchanged.

Companies: Ramsdens
  • 06 Dec 19
Cenkos: Duke Royalty Ltd -- Scaling of the portfolio delivering riches

Duke delivered significant YoY growth in H1/20A results, as earlier efforts to broaden the royalty portfolio came through this year. This strong growth will continue with recent debt & equity raises forward funding investments to income levels of £15m by FY21E. Met with an enhanced, but now stabilised cost base, operational leverage should drive continued strong adj EBIT growth (to £13m, at a c85% margin) and further DPS rises.

Companies: Duke Royalty
  • 03 Dec 19
Acquisition of VCT contracts, £30m ABB; HY results show NAV growth

Mercia has announced the proposed acquisition of three VCT contracts for a total consideration of up to £25m, which would add £270m AuM – driving the group to pro-forma cash profitability from asset management in the first full year. An accelerated bookbuild has been launched to raise £30m (gross) at 25p in order to fund the initial acquisition consideration (£12.4m) and £15m to drive the Mercia balance sheet towards an evergreen (self-funding) position. Interim results, also announced, show NAV growth (+2.6%) including £3.2m net revaluation gains in the portfolio. As joint broker to Mercia, we await the outcome of the General Meeting (20/12) before updating our forecasts.

Companies: Mercia Technologies
  • 10 Dec 19
S&U - Update Note - Guidance re-iterated

S&U this morning released a trading update in which they re-iterated guidance in the face of weaker consumer sentiment and economic activity. Full year results mainly depend on collections in the next two months, but management is confident that the 20-year uninterrupted run of growth in profits at Advantage Motor Finance will continue.

Companies: S&U
  • 10 Dec 19
S&U#

Trading in line with expectations

Companies: S&U
  • 21 Oct 19
Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

Companies: ABBY AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CDM CSRT TIDE CYAN DTG DEMG ELM EMR FPO FDEV GTLY GENL GHH GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KAPE KEYS KWS KCT KGH LAM LIT LOK MACF MANO MOD OXIG PCA PANR APP SRE PHC PMO RBW RMM RBGP REDD RSW RNO ROR SUS SCPA SEN SHG SOLG SOM SUMO TM17 INCE TWD TRAK TRI VNET VTC ZOO ZTF

  • 09 Dec 19
Palace Capital*

Priory House disposed; empty rates & costs saved

Companies: Palace Capital
  • 03 Dec 19
LIBERUM: NewRiver* - Accretive acquisition of Bravo Inns for £17.9m

NewRiver has acquired Bravo Inns for £17.9m, representing an attractive 6.8x EBITDA. The transaction is expected to generate annualised outlet EBITDA of £2.6m (14% yield on cost) and importantly will be accretive to underlying FFO, further increasing dividend cover.

Companies: Newriver Reit
  • 05 Dec 19
Mercia Asset Management - Huge stride towards an evergreen model

In parallel with its H120 interim results, Mercia has announced the acquisition of NVM’s VCT business for up to £25m in cash and equity, funded by a £30m placing at 25p per share (a 22% discount). Subject to shareholder approval, the acquisition increases AUM to £760m and moves Mercia towards being the UK’s number one regional investor. The deal expands Mercia’s shareholder register, further dilutes existing major shareholders and means Mercia should be profitable before fair value adjustments, closer to its target of an evergreen model (c £1bn AUM). In its H120 results, Mercia’s direct investment portfolio increased to £102.0m, with £11.1m of cash invested in 16 companies and a fair value uplift of £3.2m. Mercia has £17.8m of unrestricted balance sheet cash (pre-placing) and the shares continue to trade at a significant discount to NAV.

Companies: Mercia Technologies
  • 04 Nov 19
THE MONTHLY November 2019

The trade-off in the risk/reward for gold and gold mining equities is improving, as central banks push the current iteration of the post-World War II Bretton Woods financial order towards its limits.

Companies: AVO AJB AGY ARBB BUR CLIG DNL DPP FLTA GTLY GDR MCL MUR NSF PCA PIN SRE PHP RE/ RECI RMDL STX SCE TON SHED VTA W7L

  • 11 Sep 19
FY19 results - Settlements ahead of expectations

Revenue increased 17% to A$34.7m (Ae: A$48.4m). We note that the difference to our forecast was due to an accounting presentation change only, whereby revenues are now stated net instead of gross including capital deployed. We believe this new presentation is much more intuitive and note that, if it had not been applied, revenue was in fact in line with our numbers at A$48.2m. Gross profit, or net gain on investment, was up 23% to A$20.3m (Ae: A$19.0m). This is particularly encouraging as it shows the actual gain on the capital previously deployed. We noted in our 5 July note that our numbers were likely on the light side, so it is pleasing to see this come through. ROIC increased from 117% last reported to 135%, displaying the lucrative returns of recent settlements.

Companies: Litigation Capital Management
  • 08 Oct 19
AUM impresses, ESG stars continue to align

Impax closed FY19 managing £15.1bn of assets, 20% up on the £12.5bn AUM of 30 Sep 2018, and beating our forecast of £14bn. Longer-term, we think the business remains well placed for strong revenue growth, capitalising on a global structural shift towards Environmental, Social and Governance (ESG) investing, and even stronger profit growth because of operational leverage.

Companies: Impax Asset Management Group
  • 20 Nov 19
Strong earnings growth, a product of resilient flows

Interim results are in line. Sustained net inflows during H1 drove AuM to new highs, overcoming headwinds. This delivered +17% adj. PBT growth. AuM momentum has continued into Q3, complemented by the Neptune acquisition which stands to make a step change contribution in H2’20 and beyond. We leave forecasts unchanged. 42% of our FY20 forecast has already been delivered in H1. A 15x FY20e PER falling to 13x FY21e is undemanding given earnings momentum and flow resilience.

Companies: Liontrust Asset Management
  • 04 Dec 19
LIBERUM: U+I* - All to play for in H2

U+I’s H1 results were in line and the company is on track to deliver on expectations for FY20E. We expect important progress in H2 from planning consents and submissions in the pipeline, as well as continued operational efficiencies.

Companies: U&I Group
  • 10 Dec 19
Capital Access' Hot Off The Wires - The Day Ahead

Our Hot Off The Wires daily newsletter takes a look at the morning's market movements, news stories and company announcements. Don't forget to have a go at our daily trivia! Companies mentioned in this edition include: Ashtead, Travis Perkins, Watches of Switzerland, JD Wetherspoon, S&U, McColl's Retail, Hipgnosis Songs Fund, Ted Baker, Premier Foods and OnTheMarket. If you would like to be subscribed, please email us at info@capitalaccessgroup.co.uk.

Companies: OTMP SUS TPK