Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on REVOLYMER PLC. We currently have 32 research reports from 2 professional analysts.
|10Feb17 07:00||RNS||Holding(s) in Company|
|01Feb17 13:33||RNS||Total Voting Rights|
|27Jan17 11:53||RNS||Joint development agreement with AkzoNobel|
|23Jan17 07:00||RNS||Exclusive Supply & Marketing Agreement with Croda|
|09Jan17 07:00||RNS||Block listing Interim Review|
|03Jan17 07:00||RNS||Change of Adviser|
|30Dec16 09:22||RNS||Directorate Change|
Frequency of research reports
Research reports on
N+1 Singer - Itaconix - Prelims confirm promising pipeline for 2017
27 Mar 17
Itaconix’ FY16 prelims are in line with expectations (continuing revenue £0.3m, net cash £8.8m). It has been a busy period for the Group with the disposal of the legacy nicotine gum business, a highly complementary acquisition and good commercial progress including recent Akzo Nobel and Croda agreements. Encouragingly, Croda has this month placed its first significant purchase order under the ZINADOR agreement. Our recently introduced forecasts for FY17 and FY18 are unchanged and a positive outlook statement reinforces our confidence that management will continue to deliver against its strategy over coming months.
N+1 Singer - Morning Song 06-03-2017
06 Mar 17
Abzena (ABZA LN) Abzena inside portfolio progress | Devro (DVO LN) In line Finals and no further surprises | Futura Medical (FUM LN) MED2002 patent filing; market research indicates >$650m OTC potential | Informa (INF LN) Full year results | Itaconix (ITX LN) Primed for growth after strategic repositioning | StatPro Group (SOG LN) Contract win
N+1 Singer - Morning Song 30-01-2017
30 Jan 17
ATTRAQT Group (ATQT LN) Reverse takeover of Fredhopper, £28.5m Firm Placing and Open Offer | Conviviality (CVR LN) Delivering against strategy | Murgitroyd Group (MUR LN) Recovery in prospect after H1 setback | Realm Therapeutics (RLM LN) IND filing for lead atopic dermatitis programme | Renishaw (RSW LN) H1 results in line; backdrop more supportive | Revolymer (REVO LN) Joint development agreement with Akzo Nobel | SDL (SDL LN) Fredhopper cash disposal for £25m | Waterman Group (WTM LN) Positive trading update confirms in line H1 performance
A Quarterly look at UK Healthcare
02 Nov 16
Today we publish PG:GP (Panmure Gordon: Growth Prospects), our first quarterly take on the healthcare sector. We see current macro volatility providing a strong backdrop for the more naturally defensive healthcare stocks which are underpinned by solid fundamental drivers. The run-up to the US Presidential election has repeatedly reminded us that pharmaceutical pricing is one of Hilary Clinton’s main targets, and whatever the result, we see a see greater emphasis on outcomes-based pricing and reimbursement as a major influence for the future. In the UK, concerns voiced by the pharma majors over use of new drugs in the UK post Brexit may encourage adoption of some of the recommendations published last week in the UK Government’s final report on the Accelerated Access Review.
N+1 Singer - N1S Trend spotting - Strategy update
08 Mar 17
In this new product we present some strategy theme updates arising out of our latest analysis of macro trends and economic data and our innovative Quant work. We also look at upcoming events and suggest topping up on some of our Best Ideas for 2017.
Small Cap Breakfast
03 Mar 17
Venn Life Sciences*( VENN . L) | MediaZest* (MDZ.L) | Legendary Investments (LEG.L) | AFH Financial (AFH.L) | Intercede Group (IGP.L) | Gear4Music Holdings (G4M.L) | Trakm8 Holdings (TRAK.L) | Kodal Minerals (KOD.L) | Applied Graphene Materials (AGM.L) | Velocys (VLS.L)
19 Dec 16
600 GROUP | ACCSYS TECHNOLOGIES | AGGREGATED MICRO POWER HLDGS PLC | ALUMASC GROUP | ANGLO-EASTERN PLANTATIONS | AVINGTRANS PLC | CAPITAL DRILLING LTD | CARCLO | FENNER PLC | FLOWTECH FLUIDPOWER PLC | GLOBAL INVACOM GROUP LTD | GOOCH & HOUSEGO PLC | HARDIDE PLC | HAYWARD TYLER GROUP PLC | IOFINA PLC | M.P.EVANS GROUP | R.E.A. HLDGS PLC | REDT ENERGY PLC | RENOLD | ROBINSON | SOMERO ENTERPRISE INC | SURFACE TRANSFORMS PLC | TRANSENSE TECHNOLOGIES PLC | TRIFAST | ZAMBEEF PRODUCTS
Persil’s strong contribution
11 Aug 16
Stronger FX headwinds (-5%) ate up more than the solid organic performance (+3%), so Q2 sales slightly declined (-1% to €4,654m), but the gross profit margin improved from 48.1% to 49.0%. EBITDA rose +5% to €875m and net income attributable to shareholders increased by +8% to €561m. Operating CF nearly tripled (€606m after €204m), mainly driven by the NWC meltdown (€-105m after €-359m) enlivened by the swing to payables inflow and lower income tax payments. Investing CF soared up to €-468m (€-198m), burdened by higher outflows for acquisitions (detergent business in Nigeria and hair care business in Africa/Middle East). Financing CF (€-358m after €-27m) saw higher dividend payments, lower net gross debt proceeds and a significant weaker inflow from other financing transactions. Management confirmed FY guidance, still expecting an organic sales growth of 2-4%, an adjusted EBIT margin above 16.5% (around 16.5%) due to a lower share from emerging markets and an adjusted EPS growth of 8-11%.
Another quarter of weaker sales, but profitability up
10 Aug 16
Q2 sales were down 8% (prices: -7%; volume: +1%; FX: -1%) to €1,943m, but the gross profit margin strongly rose from 23.0% to 25.0%. EBITDA came in slightly weaker (-2% to €291m) and net profit attributable to shareholders dropped 14% to €75m, facing €-8m (nil) of minority interest. Operating CF strongly moved up (+51% to €180m), lacking the previous year’s quarter minus-sign-carrying disposal gains and lower NWC outflows (€-79m after €-101m). Investing CF (€-981m after €-151m) absorbed the payments for financial assets investing in the purchase price for the ARLANEXO share and a €200m cash outflow for the addition to the German pension fund assets. Financing CF swung from €-105m to €1,115m, primarily due to the €1,194m inflow for Saudi Aramco’s interest. Management again lifted FY 2016 guidance, now expecting EBITDA pre one-offs in the €930-970m (€900-950m) range.