Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ALPHA REAL TRUST LTD. We currently have 6 research reports from 2 professional analysts.
|13Jan17 07:57||RNS||Block Listing Six Monthly Return|
|11Jan17 10:27||RNS||Further re IMPT EGM|
|09Jan17 07:00||RNS||Response to Second IMPT EGM Circular|
|28Dec16 12:21||RNS||Admission to Trading|
|15Dec16 04:53||RNS||Further Resolution re IMPT EGM|
|12Dec16 07:00||RNS||Letter to IMPT Shareholders|
|02Dec16 11:27||RNS||Half-year Report|
Frequency of research reports
Research reports on
ALPHA REAL TRUST LTD
ALPHA REAL TRUST LTD
Panmure Morning Note 12-02-16
12 Feb 16
The group's announcement of acquiring a development site for a biomass plant represents a new departure for the group but upholds the strategy of investing in high yielding long term income streams. The investment is supported by the Renewable Heat Incentive and the renewable Obligation. The timing is yet to be confirmed but the investment will not be accretive to earnings in the short term. We retain our BUY and 99p target price.
Panmure Morning Note 09-12-15
09 Dec 15
This £3.75m acquisition of a site in Monk Bridge, Leeds which has planning for 269 apartments, gives greater scale to the group's private rented sector (PRS) development pipeline. Leeds is a vibrant university city which is expected to see robust appreciation in house prices and rental values over the coming years. The consideration will be satisfied with internal cash resources. We retain our BUY recommendation and 99p target price.
Panmure Morning Note 20-11-15
20 Nov 15
The interim results demonstrate the continued progress the group is making on realising robust returns from its mix of property and financial instrument investments. The repayment of the Europip mezzanine debt is enabling the group to evolve the portfolio into a good balance of high yielding assets and those which offer good development potential. 94% of the assets now generate income. The NAV/s progression of 9.1% over the first half underlines the potential in the investments. We are raising our target price to 99p and retain our Buy recommendation
Panmure Morning Note 18-08-15
18 Aug 15
The group has produced a solid start to FY16 with a 14% increase in dividend to 0.6p underlining management confidence. The asset quality, which is high yielding, is improving and so we believe that the shares will continue to rally toward the NAV/s of 113p. We are raising our target price to 90p (from 79p), or a 20% discount to the Net Asset Value, and retain our Buy recommendation.
Panmure Morning Note 02-07-15
02 Jul 15
Alpha Real Trust has acquired an asset with potential as a private rented sector development which could provide attractive rental income once developed. The acquisition price is £2.2m and the planning would allow for the construction of 162 residential units. The demand for residential units in Birmingham is significant and forecast to grow as a consequence of HS2. We retain our Buy recommendation and 79p target price.
Making Mobiles Better
17 Jan 17
Mobile phones are increasingly the key connection for the modern world. This means that the performance of mobile phones, and their networks, is going to become more critical for all the apps and businesses that rely on them. New technologies such as VR, AR, and AV will need better, more reliable connections to really move into the mainstream. In this thematic piece we attempt to identify some of the most important issues facing mobile phone networks and their users, and start to identify solutions and enablers that will solve these problems and create value by doing so.
N+1 Singer - Best Ideas 2017 - Top picks
04 Jan 17
Today we publish our Best Ideas for 2017 - 12 stocks that we believe have excellent prospects in the current year together with a detailed discussion of what we see as the key sector and market themes for 2017. Our top picks are Cineworld, Elementis, Herald Investment Trust, Hill & Smith, IQE, MySale, Redde, ReNeuron, RhythmOne, SDL, Servelec and Severfield.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
Small Cap Breakfast
17 Jan 17
Global Energy Development (GED.L) — To be renamed Nautilus Marine Services. Schedule 1 from developer and seller of hydrocarbons and related products. Reverse takeover. Raising $10.5m via a convertible. Expected 9 Feb. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January.
N+1 Singer - Morning Song 16-01-2017
16 Jan 17
As the birthplace of Stephenson, Armstrong and Swan, the North East of England has a proud history of industrial and technological innovation. Despite local economic challenges, the region’s industrial heritage lives on through continuing success in high end engineering and technology. The recent takeovers of private equity backed SMD (subsea robotics) and Nomad Digital (wi-fi on the railways) are testament to this. The North East has also emerged as a leader in genetics and genomics with an enviable life sciences and healthcare infrastructure. Against this backdrop, we expect the region to continue to throw up attractive IPO candidates to build on the six new listings in the past three years. We expect 2017 to be far kinder to the existing portfolio of North East plcs than 2016 (a year to forget) with recent management changes one important theme for the new year. Our top picks are Hargreaves Services, Quantum Pharma and Zytronic (all N+1 Singer Corporate clients) and we are Buyers of Northgate and Grainger.