Companies: D4t4 Solutions plc
This has been a notable half for D4t4; its markets continue to recover from the pandemic, leading to a fine trading performance marked by a raft of new contract wins; management has been refreshed, with an experienced and dynamic new team taking the helm; the geographic expansion into the US and APAC continues; a stream of software updates will maintain Celebrus market leadership; a small consultancy acquisition hints at a more direct market approach in future; and the launch of the exciting fra
Blackbird 32.25p £109.3m (BIRD.L)
The technology licensor, developer and seller of the market-leading cloud native video editing platform, Blackbird, announced today that Eurovision Sport has engaged with Blackbird to drive cloud native video production workflow efficiencies for its members in a multi-year deal. Eurovision Sport is utilising Blackbird for professional, collaborative and scalable cloud native video editing and publishing of sports content. Blackbird has been deplo
Companies: D4T4 HE1 IDOX KEFI FLTA LOOP MMAG YEW
Companies: CORA D4T4 DOTD RBG
Companies: D4t4 Solutions plc (D4T4:LON)Tremor International Ltd. (TRMR:LON)
While we were away….
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Citius Resources Plc (CRES.L), an investment company seeking to acquire a company or project in precious and/or base metals joined the Main Market (Standard) raising £1.12m at 4p.
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Amiad Water Systems has left AIM.
Enjoy the long weekend. We will resume full service on Tuesday.
What’s cooking in the IPO kitchen?
Blackfinch Renewable European Income Trust plc, a closed-end investment trust established to invest in a diversifi
Companies: AEE BZT D4T4 EAAS EUA IES SCLP TOM WTE VLX
Companies: D4t4 Solutions plc (D4T4:LON)IOG PLC (IOG:LON)
Companies: D4T4 DEST PHTM
Companies: D4t4 Solutions plc (D4T4:LON)Argo Blockchain Plc (ARB:LON)
Digital transformation during the pandemic drove a record 2H performance, leaving FY21 revenues +5% YoY in line with forecast but with earnings and cashflow comfortably beating it. Growth would have been even stronger but for increased recurring-revenue sales (ARR +11% YoY) which offer better visibility and earnings quality. This is a growth stock and earnings fell due to additional investment in new products, geographies, staff and strengthened partnerships, in order to maximise the opportunity
D4t4 has launched its new Celebrus Fraud Data Platform (FDP), expanding its range of addressed markets from customer experience (CX) into the adjacent fraud detection and prevention market, worth >$18bn annually. This is a huge and exciting new opportunity; a TAM potentially bigger than its original. The launch follows two years of design and development and £1.5m of previously expensed investment. A natural extension of the identity functionality recently added with Celebrus CDP v.9.4; the gran
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We currently have 93 research reports from 6
Friday's market sell off saw some violent downward moves in many stocks with little initial differentiation between sectors or the key drivers of businesses, creating significant share price drops in a number of higher quality or uncorrelated names. We take a look at some stocks we believe have either seen an unwarranted sell-off, have seen weakness go under the radar or where there is now a more attractive opportunity.
Companies: ANX IBPO CYAN SOM EQT AFM
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What’s cooking in the IPO kitchen?
Trinistar Liverpool S.a r.L announces its potential listing of a newly formed single asset company which will own the Capital Building in Liverpool on the IPSX. Upon admission the Company would become a real estate investment trust (REIT). The Capital Building occupies close to a 3.5 acre freehold site in the centre of Liverpool’s business district; the building comprises c425,000 square feet of predominantly of
Companies: ADBE ADBE SYM ARC AVCT CMCL CLIN DCTA FRAN OSI
Companies: Gaming Realms PLC
Tern plc* (TERN.L, 14.35p/£50.5m) Portfolio update: Strategic investment for Device Authority from global player (02.12.21) | Mirada plc* (MIRA.L, 74p/£6.6m) Interims: Return to growth; expansion of sales pipeline (02.12.21) | Blackbird plc* (BIRD.L, 28.75p/£96.9m) Update: Additional US TV stations secured (03.12.21) | Mobile Tornado plc* (MBT.L, 1.875p/£7.1m) Update: Notice from customer (01.12.21)
Companies: TERN MIRA BIRD MBT
TPXimpact has released a very strong set of interims that were well ahead of our forecasts, and which firmly underpin our FY estimates. Revenues leapt +77% to £37.5m (DCe £33.9m) with organic growth of +21% fortified by acquisitions. Gross margin was down -4pts to 31% though this reflected a change in business mix and a temporary increase in use of contractors rather than wage inflation and the group expects to rebuild gross margin going forwards aided by the centralised recruitment benefits fro
Companies: TPXimpact Holdings PLC
Following inline H1 results, we view this morning's update on the Major Programme which has been in PEN's sights for a lengthy period as welcome in bringing greater clarity to this long-running situation. While this morning's update, though disappointing in confirming that PEN's opportunity within the overall Major Programme is less substantial than at one time seemed possible, is nonetheless positive in our view in (1) allowing the company to move its software-led strategy forward more aggressi
Companies: Pennant International Group plc
An in line H1 coupled with continued UK recovery since period end, improving activity levels in SecPay, increasing global opportunity and cost savings going forward give Eckoh “significant confidence” in achieving guided flat revenues and profits growth in FYMar22. Guidance for double digit revenues and profits remains for FY23 (no changes to our forecasts). While H1 continued to suffer from CV19-related drag it is encouraging that the UK business was back at pre-pandemic levels by September. In
Companies: Eckoh plc
First Property announced interim results that underline the opportunity to grow rental income and capital values over the next 12 months. With cash to invest on behalf of both the Group and its fund management clients, there is scope for earnings growth. With capital values generally rising after the lockdown induced lows, we expect NAV expansion
Companies: First Property Group plc
GENinCode's trading update details the progress the company has made since its IPO in July and lays out the key milestones investors should be watching for through 2022. Notably regulatory and commercial discussions are on-going in the US with the FDA and partner Eversana, respectively. In the UK commercial testing with Lipid inCode is expected to begin in the coming months which will be supported by an NHS research paper. Importantly, EU revenues (largely in Spain) have ‘increased in line with
Companies: GENinCode UK Ltd.
Arcontech has announced that its trading performance is below current market expectations due to one customer reducing its market data spend with the company, and notification from another customer that it will not be renewing its contract from the start of H2 22. The two changes are unrelated and do not involve customers with Arcontech’s core MVCS server-side solution. They instead reflect one customer greatly scaling back its market data team and market data requirements, and a second choosing
Companies: Arcontech Group PLC
GB Group (GBG) reported a strong performance in H122, with organic constant currency revenue growth of 12.6% y-o-y and an adjusted operating margin of 25.5%. The Acuant acquisition completed on 29 November and the group’s immediate focus is on combining the two companies and pushing forward with growth plans. Our forecasts are substantially unchanged.
Companies: GB Group PLC
The Sky is the Limit
Companies: Mode Global Holdings Plc
Microlise is the market leading provider of enterprise software solutions to UK Logistics and Haulage operators, offering a range of functionality unsurpassed by the competition. The company operates a highly visible SaaS model that benefits from long term contracts and excellent customer retention. Microlise has grown recurring revenues and been profitable every year since 2008. Product investment is focused on adding new functionality to drive further UK market share gains and international gr
Companies: Microlise Group Holdings Ltd.
CloudCoCo Group plc* (CLCO.L, 1.95p/£13.8m) Acquisitions: Transformational acquisitions fit 'get bigger' strategy (20.10.21) | Blackbird plc* (BIRD.L, 32.5p/£109.6m) Product launch: 'Powered by Blackbird' licensing solution (21.10.21) | Starcom plc* (STAR.L, 1.225p/£4.7m) Update: Signs of revival and additional funding (22.10.21)
Companies: CLCO BIRD TRAC
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What’s cooking in the IPO kitchen?
Katoro Gold plc (AIM: KAT), the AIM listed gold and nickel exploration and development company, announced that the Company and Target Mine Consulting (Pty) Ltd have agreed to seek admission for 100% of the Blyvoor Joint Venture project (BV) by vending each of their separate interests into a new company to be listed on the Standard List of the London Stock Exchange. Katoro will look to recover its total cash exp
Companies: BEG GYG SBTX SYS