Research, Charts & Company Announcements
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BOULDER BRANDS INC
BOULDER BRANDS INC
20 Apr 17
Although the last two months have seen a broadly neutral performance from the UK healthcare sector compared to a significantly more volatile 6 months prior, we continue to expect macro-events and increased geo-political risk to result in an overall neutral performance from the sector over the next period. However, company specific news is likely to drive a strong outperformance from selected mid-market companies. We retain our neutral sector stance whilst highlighting those we expect to outperform.
03 Apr 17
After much heralding, MIFID II is finally beginning to have an impact on the business of investment research, though its true ramifications might take years to be seen. The role of analyst research is widely misunderstood. It is not all about the conclusion: the rating and price target. The real content of research is about what is discounted in the current share price and what assumptions would produce different outcomes.
N+1 Singer - Nuclear options - Significant long-term opportunities for UK companies
12 Apr 17
UK nuclear represents a huge and complex market offering significant long-term opportunities. New build nuclear is required to help meet rising UK power generation needs and replace generation capacity which is nearing end of life. Decommissioning is essential to clean up the UK’s legacy nuclear sites safely and securely, prioritising areas where deteriorating buildings present an unacceptable risk. The total budget for nuclear is estimated at c.£301bn, with a significant proportion of this spend expected to be with UK companies. The contracting opportunities are not without risks and uncertainties. However many companies are already generating revenues and profits from UK nuclear contracts, including a number from our small and mid cap universe. We expect these contributions to become more material over time, and for the experience gained in the UK market to leave companies well-positioned to pursue nuclear opportunities overseas. Our top picks are Severfield (Buy) and Augean (Corporate), but we are also positive on Redhall (Non-Rated).
Feeling good about growth prospects
13 Apr 17
In our view Nichols (NICL LN, BUY, T/P 2300p) remains well positioned to grow. Its core Vimto business’s strong performances in both the UK and Middle East enjoy significant intra-regional geographic growth opportunities as well as generating enough free cash flow to fund NPD and selective M&A. Moreover, we argue that the company’s very virtuous outsourcing business model merits a premium valuation. We raise our price target from 1760p to 2300p. BUY.
Positioned to perform
08 Mar 17
Stock Spirits (STCK LN, BUY, T/P 240p) preliminary 2016 results were in line with expectations, reconfirming their 11th January 2017 trading statement. Adjusted EBITDA was €51.5m compared with Bloomberg consensus and Whitman Howard estimates of €50.0m. The company are hosting an analyst presentation at 9.00am.