Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on VERSARIEN PLC. We currently have 9 research reports from 3 professional analysts.
|29Nov16 07:01||RNS||Interim Results|
|29Nov16 07:00||RNS||Significant Graphene Order|
|23Nov16 07:00||RNS||Notice of Results|
|09Nov16 10:00||RNS||Investor site visit presentations|
|31Oct16 09:15||RNS||Debt for Equity Swap with UoM|
|27Oct16 07:00||RNS||New Healthcare Graphene Project|
|18Oct16 07:00||RNS||Investor Event|
Frequency of research reports
Research reports on
Small Cap Breakfast
29 Nov 16
Asia Pacific Investment Partner - the research-driven emerging and frontier markets real estate development business intends to float on AIM and conduct a placing in December RM Secured Direct Lending - The secured direct lending fund intends to float on the Main Market on 15 December raising up to £100m Diversified Oil & Gas— Schedule One now out. $60m to be raised. Expected admission 6 December. Creo Medical Group —UK based medical device company focused on surgical endoscopy, a recent development in minimally invasive surgery. Admission due 7 December. Fundraising details TBA.
It’s a bug’s life
18 Apr 16
Byotrol is an Aim-listed anti-microbial play which floated in 2005 and underwent reorganisation, including appointing experienced new management, in Q4 2013. We had an initial presentation from the company on its trading statement on 25th February and look forward to learning more. Byotrol’s USP is in developing and commercialising hygiene products with IP protection and superior characteristics, especially in terms of long-lasting action. Byotrol addresses the B2B market in areas like surface sanitisers in food retail (eg used in 560 M&S stores), food production and hospital healthcare (in trial with NHS/ISS) - all areas with clear regulatory drivers and high profile problems like MRSA. Key initiatives which could transform the group include: seeking US EPA registration for surface care and a marketing/development agreement with Solvay. In the B2C market, Byotrol has a number of existing products.
18 Apr 16
AMINO TECHNOLOGIES (AMO LN) | APPLIED GRAPHENE MATERIALS PLC (AGM LN) | BYOTROL PLC (BYOT LN) | CRODA INTERNATIONAL PLC (CRDA LN) | ELEMENTIS (ELM LN) | PLANT IMPACT PLC (PIM LN) | PLASTICS CAPITAL PLC (PLA LN) | REVOLYMER PLC (REVO LN) | SCAPA GROUP PLC (SCPA LN) | SPIRENT COMMUNICATIONS (SPT LN) | SYNTHOMER PLC (SYNT LN) | VERSARIEN PLC (VRS LN) | VICTREX (VCT LN) | ZOTEFOAMS (ZTF LN)
Innovate, specialise, integrate, globalise
01 Dec 16
Carclo has refocused investment in its established businesses (Technical Plastics and LED Technologies), where a differentiated offer and long-term relationships with customers provide good earnings visibility and more certainty of a return. This strategy delivered strong revenue and profits growth during H117. This growth appears set to continue, underpinned by long-term relationships with blue-chip customers. We leave our estimates and indicative valuation broadly unchanged and introduce our estimates for FY19.
08 Dec 16
Elderstreet stake acquired 02 GENERAL NEWS Globalworth premium In this issue Venture capital firm Draper Esprit has taken a 30.8% stake in venture capital trust manager Elderstreet. Both investment managers focus on the technology sector and they will be able to co-invest. Elderstreet has investments in a number of AIM-quoted companies through its VCTs. The purchase was funded by an issue of Draper Esprit shares worth just over £250,000. Simon Cook, the chief executive of Draper Esprit, is a former partner at Elderstreet so he knows the business and the people who run it, although he did leave more than 14 years ago. Cook has previously acquired portfolios from 3i and Cazenove, two other firms where he has worked. Draper Esprit has an option to acquire the remaining shares in Elderstreet, which has more than £25m under management. Adding Elderstreet to the group enables Draper Esprit to offer investors a range of EIS funds, VCTs and an ISA qualifying listed evergreen patient capital fund. The enlarged group has venture capital assets under management of more than £350m. At the end of September 2016, Draper Esprit had a net asset value of 352p a share, which is similar to the current share price. The June 2016 flotation price was 300p a share. Draper Esprit is quoted on Ireland’s Enterprise Securities Market as well as AIM.
N+1 Singer - Morning Song 06-12-2016
06 Dec 16
With FY16 volume and revenue already disclosed in the pre-close, the focus in today’s prelims is on PBT (£100.3m versus our £101m) and EPS (96.8p versus our 95.4p). No special dividend triggered this year (none forecast) and DPS is held at 46.8p (N1SE: 48.0p). On end markets, recent commentary is reiterated – the core business is growing, whilst consumer electronics will be subdued in the current year (competitive capacity from Solvay). On currency, there will be a material benefit in the current year (a little more than the £14m to £15m previously indicated), and a further tailwind next year if current rates are maintained (quantum TBC). There is also an investment of £10m today in a minority interest in Magma Global, Victrex’ oil and gas mega programme partner. Although the share price is now close to our TP of 1730p, we feel that there is enough in today’s announcement to retain a positive stance on medium term opportunities with strong cashflow and a special dividend potentially to look forward to in the current year.
N+1 Singer - Carclo - Trading in line; all divisions performing well
15 Nov 16
Trading remains positive with momentum strong in Plastics and LED. For those willing to look past the pension and dividend issues discussed previously (or for those who think bond yields will now start to help the situation), we feel that there is an attractive investment case at these levels (P/E of c.10x March 17). We remain at Buy.
Update on our recent ‘five future fliers’ note
02 Sep 15
In our note of 10th August we looked at 5 uncovered stocks under £50m that we screened up as very interesting. In this note we give brief updates on those 5 for recent news flow and to point out where we have arranged for the companies to come in and present to us again and/or clients. We also give thumbnail sketches of the investment potential. Please contact us if you would like to the meet management teams or would like another copy of our original note in which we gave more commentary on the individual companies.