Further media reports that Dr Martens, the British Boot brand is planning an IPO on the LSE. It is currently owned by PE group, Permira who is expected to sell down its stake at the IPO. March 2020 YE the group had revenues of £672m and EBITDA of £184m. Deal size TBC. Upon Admission to AIM, Nightcap will acquire The London Cocktail Club Limited (the "London Cocktail Club"), which is an award winning independent operator of ten individually themed cocktail bars in nine London locations and one lo
Companies: SAG DXRX CALL BBSN ASTO DNL FIPP IIG GROW TCN
AGM statement as expected; Resume with a Buy
Companies: CloudCall Group PLC
FY19 results: Cash burn moderating with growth rate
COVID-19 profit warning on increased uncertainty
Appointment of CTO
CloudMinds blocked from exporting tech to China; FB rethinks plans for Libra; Monzo sails past 4m customers
CloudCall launches services in Australia
Appointment of experienced CRO; incremental +VE
Microsoft warns on coronavirus, Google invests $10bn into datacentres, Box forecasts strong Q1 revenue
FCA admits to data breach, Salesforce Co-CEO Keith Block resigns, Pony.Ai Raises $462m In Toyota-Led funding
Companies: CALL TRAK KAPE
FRP Advisory Group, UK professional services firm specialising in restructuring advisory. Raising £80m (£20m primary). Expected market cap £190m. Compound annual growth of 16.4 per cent. in revenue and 10.9 per cent. in operating profit since the beginning of FY17.o Strong average EBITDA margins of 51 per cent. over FY17 to FY19, and consistently strong cash conversion Inspecs, a UK designer, manufacturer and distributor of eyewear frames to global retail chains announces its intention to IPO on
Companies: TSTL BOKU EQT KRS CALL CRV JAY TWD PHC ALBA
Material contract win with Vaco; Positive
New CRM partnership with Vincere
Refreshing our estimates post FY trading update
FY trading update: In rude health; Buy
Research Tree provides access to ongoing research coverage, media content and regulatory news on CloudCall Group PLC. We currently have 80 research reports from 6 professional analysts.
FYJun 21 revenues have come in 4% ahead of our forecasts at £58.1m and we adjust FYJun21 adj. PBT 6% upwards to £13.5m. We hike FY22 revs and adj. PBT by 2%. FY21 revenue growth of 23% (organic) is the strongest since 2016 and a marked hike from last year’s CV19 impacted 12%. The consistently remarkable figure is monthly ARPC, which has risen 16% yoy to £1,251. As DOTD continues to add functionality we believe that figure will head towards £2,000 over the coming years – that’s an awful lot of up
Companies: dotDigital Group plc
The full year results are marginally ahead of our revised upwards forecasts. There is solid momentum across the Group and we see double-digit revenue growth and expanding margins ahead. This double-digit forecast growth rate is driving the rating of the stock down to a single digit EV/EBITDA rating. Buy.
Companies: Shearwater Group plc
What’s new: AGM update reminds shareholders OTM is focused on building a “differentiated, technology-enabled property business providing services to agents, housebuilders, advertisers and consumers that offers best in class products and platforms across the broader property marketplace.” Early indications of success include: 5 month growth in advertisers of 4.5% driven by 4.9% rise in agency branches 137 leads per advertiser in June 2021, which is 5.4% above average per month for the si
Companies: OnTheMarket Plc
More new contracts announced
Companies: 7Digital Group PLC
Companies: Bango plc
Earnings in FY21E are expected to be more than 6% ahead of the forecasts we set last summer. For any company trading through a pandemic year, this is a decent beat in our opinion. With the stock trading at the bottom of its two-year trading range, we can say with some surety that an earnings surprise was definitely not in the price. Buy.
Today’s AGM statement indicates strong progress on agreements with distributors, mining the back catalogue, developing interest in planned releases and attracting talent. The update increases our confidence in tinyBuild’s ability to at least meet expectations.
Companies: tinyBuild Inc.
FDM has delivered a strong H1, with revenues modestly below last year (which included a full quarter pre-COVID) and profitability buoyed by careful cost control and a recovering demand profile across most geographies. The group continues to invest for long-term growth in a number of areas, but despite this, and even with ongoing COVID uncertainty in multiple locations, the tone is confident, and management appear comfortable with delivering at least our (and consensus) estimates for the year. H
Companies: FDM Group (Holdings) plc
Netflix reported a mixed result as it managed to surpass its rather modest guidance of 1 million net subscriber additions by adding 1.54 million subscribers. The company’s revenues surpassed Wall Street expectations but there were concerns associated with the company losing nearly 430,0000 subscribers in its core North American market. Competitive pressures and the limited Originals content being rolled out in the first half of the year was responsible for this loss of subscribers. However, the
Companies: NETFLIX (NFLX:NYSE)Netflix, Inc. (NFLX:NAS)
What a difference a year makes - 12 months ago, the focus, quite understandably, was on the course of the pandemic and the lifting of the Lockdown (1) measures. For investors, it was the sustainability of the rally in markets seen since March 2020. Today, while we are still thinking about the lifting of lockdown measures, we are also concerned about two “old favourites” from previous decades. Inflation and the parlous state of public finances. The BoE has said that although CPI inflation rose to
Companies: AEMC BVC BAG BRSD BWNG CBOX CEG CTG CLG CML CRPR DNK EML ESC FAR FA/ GPH INSE MTW MOTR MMAG NRR NESF NMCN NSF OTMP OBD SAVE SCS STVG SNX SYS TMG TGL VLS VOG WYN
Bidstack is a provider of digital advertising technology and services aimed at globally scaling advertising revenue within the interactive entertainment industries, especially the global video games industry across multiple platforms. Its proprietary technology is capable of inserting adverts into natural advertising space within games enabling brands and advertisers to reach up to c3 billion gamers around the world and provide an additional monetisation strategy for games developers. The native
Companies: Bidstack Group Plc
Re-initiation: Inflection Point
A year of trademark delivery of organic and inorganic growth lifted revenue 16%, recurring revenue +26% – including SaaS revenue +47%, and ARR +50% to £69.3m. FY to April 2021 began and ended within the pandemic, yet results are consistent with Ideagen’s historical strength in compliance software for regulated industries – including raising a £49m war chest and completing three acquisitions, while achieving recurring revenue at 83% of group revenue expanding in the US to deliver 36% revenue from
Companies: Ideagen PLC
Innovative Eyewear, Lucyd's US operating company, has announced the start of a crowdfund in the US, seeking to raise up to US$500,000. The pre-money valuation for the fundraise has been set at US$20m.
Companies: Tekcapital Plc
Companies: GetBusy Plc
