Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on IENERGIZER LTD. We currently have 3 research reports from 2 professional analysts.
|11Nov16 07:00||RNS||Interim Results|
|12Aug16 16:47||RNS||Result of AGM|
|13Jul16 07:00||RNS||Notice of AGM|
|28Jun16 07:00||RNS||Annual Results|
|13Apr16 07:00||RNS||Pre-close Trading Update|
|12Apr16 16:40||RNS||Second Price Monitoring Extn|
|12Apr16 16:35||RNS||Price Monitoring Extension|
Frequency of research reports
Research reports on
H117 results: 6% earnings growth
11 Nov 16
H117 results represent another period of forward progress driven by an 18% increase in BPO services to its predominantly US customer base alongside meaningful cost savings which provided for earnings growth of 6% in the first half. Given a second half bias to revenues - partly reflecting timing of projects in Content Delivery - our forecasts now appear conservative. With net debt continuing to fall, the results will support growing confidence over future prospects and the quality of group earnings. iEnergizer is well placed to thrive in the emerging global macroeconomic landscape offering exposure to the US and Indian economies with growth dynamics associated with the sustained drive to outsource non-voice processes to India where the group has well established skill sets and is well entrenched with its client base. We expect the shares will continue to meaningfully outperform.
FY16 results - margins restored
28 Jun 16
As an Indian BPO business quoted on AIM, iEnergizer shares offer exposure to the US and Indian economies and the growth dynamics associated with the sustained drive to outsource nonvoice processes to India where the group has well established skill sets and is well entrenched with its client base. FY16 results highlight the successful rebuilding of margins as the group has restructured the Content Delivery business around lower revenues to restore profitability. Alongside sustained double digit organic revenue growth in BPO and a strengthening balance sheet, we believe that the foundations for a recovery in the iEnergizer share price are firmly in place.
The tide is turning
20 Apr 17
Any investor worth their salt knows it is impossible to precisely call a bottom in a particular stock. For Gattaca, though, we believe this moment has now passed given the compelling valuation (6.9x EV/EBIT vs 9.8x sector average), attractive 9.8% unlevered cashflow yield and constructive secular trends supporting its specialist markets. Sure, Net Fee Income (NFI) like-for-likes (LFL) have fallen of late, yet equally there are now early indications that organic growth may soon turn positive.
19 Apr 17
We take a look at the supply and demand dynamics of the world’s largest diamonds. Less than 200 very large (>200 carat) gem quality diamonds have ever been found, yet 23 of these have been found in the past three years. This dramatic increase is being driven by a combination of the rapid increase in the number of billionaires and hence price and demand, combined with technological developments that have improved large diamond recovery and a certain amount of geological good luck.
19 Apr 17
Lombard Risk Management* (LRM): Beats demanding growth and profit forecasts (CORP) | Frontier Developments* (FDEV): Steaming ahead (CORP) | Tax Systems* (TAX): Right place, right time (CORP) | Acal (ACL): Stronger H2 and brighter outlook (BUY) | Fenner (FENR): Interim results signal upgrades (BUY) | Minds + Machines* (MMX): US and Europe domain sales (CORP)
Small Cap Breakfast
19 Apr 17
Global Ports Holding—Intention to float on Standard List. International cruise ports operator. Seeking $250m raise including $75m primary offer. Dorcaster—Schedule One Update. Admission now expected 3 May. RTO of Escape Hunt raising £14m at 135p Verditek— Intention to float on AIM. On Admission, the Company's subsidiaries will be involved in advanced solar photovoltaic, filtration and absorption technologies specialising in providing environmental services. Raising £3.5m. Admission in May. Eddie Stobart Logistics— Schedule 1. Admission expected 25 April but capital raising details TBC. ADES International Holding— Intends to join the Standard List in May raising up to $170m plus a vendor sale. Provider of offshore and onshore oil and gas drilling and production services in the Middle East and Africa. Admission expected in May. Tufton Oceanic Assets– Offer extended to 9 May to enable investors to complete further due diligence.