Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on INFOBLOX INC. We currently have 0 research reports from 0 professional analysts.
|03Mar16 08:01||MKW||Infoblox Helps Pennsylvania School District Get Ahead by Setting the Standard of Excellence for Secure, Capable Networks|
|29Feb16 13:30||MKW||Infoblox to Present at Upcoming Events With the Financial Community|
|25Feb16 21:10||MKW||Infoblox Reports Fiscal Second Quarter 2016 Results|
|30Nov15 21:10||MKW||Infoblox Reports Fiscal First Quarter 2016 Results|
|17Nov15 08:01||MKW||Infoblox Appoints Ashish Gupta as Chief Marketing Officer|
Frequency of research reports
Research reports on
25 May 17
N+1 Singer - Small-cap quantitative research - Momentum screen refresh + 9 focus stocks
We have refreshed our momentum screen for a second time, the previous refresh having been in January. As before, the screen selects the 25 stocks exhibiting the strongest momentum, according to our measurement method. From these we selected 9 to focus on. Since the last refresh the screen has significantly outperformed both the main small-cap and micro-cap indices against a background of strong and stable momentum generally. We also present here a wider study of accelerating and decelerating momentum stocks, because of interesting behaviour noticed previously. The interim conclusion is that these two characteristics are a significant differentiator of performance. We show on pages 7 and 8 the current most accelerative and decelerative stocks.
Companies: SDM EYE SOG MAB1 GFIN FARN LRM W7L TET
23 May 17
Deleted but not forgotten
Blancco Technology is a leader in data erasure. Data erasure is being increasingly driven by concerns over privacy, increased requirements for security and substantially tougher regulations. Despite some recent issues we initiate with a BUY rating PT 230p.
Companies: Blancco Technology
22 May 17
Water Intelligence* (WATR): Building a market leader (BUY) | Mortice* (MORT): Contract wins (CORP) |Avacta* (AVCT): Momentum building… Two reagent licences (CORP) | Revolution Bars (RBG): Forecast downgrades (BUY) | Shanta Gold (SHG): Completion of US$10.0m equipment financing (BUY) | Artilium* (ARTA): Small customer-base acquisition (CORP)
Companies: WATR MORT AVCT RBG SHG ARTA
24 May 17
Abzena (ABZA): TNT009 bought by Bioverativ for $400m (BUY) | Europa Oil & Gas* (EOG): Placing and open offer (CORP) | STM* (STM): A strong base with optionality (CORP) | Trakm8* (TRAK): Telematics contract win underpins FY 2018 (CORP) | Lombard Risk Management* (LRM): Lombard delivers the promised growth (CORP) | Mortgage Advice Bureau (MAB1): In-line trading update (HOLD) | Ideagen* (IGP): New hires demonstrating the sales focus (CORP)
Companies: ABZA EOG STM TRAK LRM MAB1 IGP
22 May 17
N+1 Singer - Morning Song 22-05-2017
Carador Income Fund (CIFU LN) Strong primary and secondary market CLO activity | Future (FUTR LN) Delivering monetisation for investors | Horizon Discovery Group (HZD LN) New gene editing platform broadens capability; reiterate Buy | Midatech Pharma (MTPH LN) Lead candidate selected in glioma programme | Restore (RST LN) Positive start to 2017, lifting Target Price to 470p | StatPro Group (SOG LN) Trading in Q1 in line with expectations | Vectura Group (VEC LN) Positive Phase I VR942 data to be presented
Companies: VEC CIFU RST HZD MTPH SOG FUTR
19 May 17
Panmure Morning Note 19-05-2017
On 4th May Blancco announced it had placed 5.8m new ordinary shares to raise £9.45m (net of expenses). The placing price of 169p was equal to the closing middle market price on 3rd May. Since the announcement of the raise, investors have pushed the shares materially higher as focus switched from the balance sheet to the acceleration in revenue growth announced during the 3Q17 update (released 25th April).
Companies: Blancco Technology
25 May 17
N+1 Singer - Morning Song 25-05-2017
Clipper Logistics (CLG LN) Earnings enhancing acquisition | Conviviality (CVR LN) Raising a glass to a positive YE update | Halfords Group (HFD LN) Confidence in FX mitigations + staycation benefits | Sigma Capital Group (SGM LN) Successful launch of the UK’s maiden PRS REIT, raising £250m | Small-cap quantitative research Momentum screen refresh + 9 focus stocks
Companies: HFD SGM SDM EYE SOG CLG MAB1 CVR GFIN FARN LRM W7L TET
17 May 17
N+1 Singer - Morning Song 17-05-2017
ATTRAQT Group (ATQT LN) Integration progress; potential for significant cost savings | Bodycote (BOY LN) Good trading, in line with management expectations | Brewin Dolphin Holdings (BRW LN) Positive interims showing Q2 FuM growth and margin accretion | Grafenia (GRA LN) Net cash clarification | Listed Law Conference More listed legal services companies expected | Raven Russia Ltd (RUS LN) Raising funds for further opportunities | Synairgen (SNG LN)Full year results; LOXL2 inhibitor due to commence Phase I in H2 2017 | Zotefoams (ZTF LN) Positive start to the year
Companies: RUS BOY BRW MUR GRA SNG ATQT BUR DRV GTLY ZTF
18 May 17
Capital Markets Day
We attended the Blue Prism Capital Markets Day yesterday. There was no commentary on the current financials, they had provided a pre (April HY) close update on 13th April. Half year results will be released on the 27th June. With yesterday’s UK unemployment release showing a multi-year low in unemployment and another poor performance for productivity, the need for productivity improving technology is clearly very pressing.
Companies: Blue Prism
22 May 17
N+1 Singer - StatPro Group - Trading in Q1 in line with expectations
StatPro has issued a brief but positive trading update to accompany today’s AGM, indicating that trading in Q1 is in line with expectations. Sales of both StatPro Revolution and StatPro Seven are progressing well and the pipeline for the remainder of the year is solid. As previously announced, today’s AGM will be outgoing Chairman Carl Bacon’s last. We make no changes to our forecasts, recommendation and target price.
23 May 17
N+1 Singer - Morning Song 23-05-2017
accesso Technology (ACSO LN) Strong start to FY 2017 | Avon Rubber (AVON LN) Contract award helps underpin forecasts for FY18 | eg solutions (EGS LN) Clear visibility of full year targets | Entertainment One Ltd (ETO LN) EPS and DPS in-line, Debt rises in line with last update | Scapa Group (SCPA LN) Forecast upgrades; momentum strong | UDG Healthcare (UDG LN) Strong interims, FY guidance raised 2% | 1Spatial (SPA LN) Onwards and upwards | Driver Group (DRV LN) Turnaround on track |
Companies: ETO AVON SCPA UDG SPA DRV EGS
22 May 17
Next generation display collaboration
Nanoco has announced via RNS Reach a collaboration and joint development agreement with Kyulux to co-develop next generation display technologies. The aim of the collaboration is to combine Nanoco’s cadmium free quantum dots with Kyulux’s next generation OLED technology. The goal is to create supercharged hybrid OLED/Quantum dot devices able to emit greater amounts of light, which are required for the future generation of QLED/OLED televisions.
24 May 17
N+1 Singer - Sanderson Group - Solid first half and good visibility of full year targets
Sanderson has delivered interim numbers in line with the 4 May update. Group revenue increased 11% to £10.9m, driven by 20% growth in Digital Retail revenue and 7% growth in Enterprise Software revenue. Management does highlight a slightly more considered approach from some customers and protracted sales cycles with bigger projects. However, healthy recurring revenue (£5.4m to be recognised in H2) and a good order book (£2.8m) provide decent visibility of our full year targets. We therefore make some adjustments to our segmental profit assumptions, but leave headline group and profit estimates unchanged. The shares are trading on a FY 2017 EV/EBITDA multiple of 10.9x, which we think represents an unfair discount to peers (13.0x) given a robust business model, decent sales momentum and strong cash generation.
10 May 17
High margin growth strategy accelerated
RedstoneConnect (Redstone) has acquired Anders & Kern for £1.4m and raised further funds to accelerate the development and market penetration of OneSpace. It has raised £6.5m at 1.5p, a 3% discount to the price on 8th May. We are leaving our FY18 PBT unchanged at £2.2m, but have increased our FY19 PBT forecast by 19% to £3.6m. For FY20 we expect a PBT of £4.1m implying a 3yr (2020-2017) CAGR for PBT of 49%. Moreover, we calculate the acquisition creates shareholder value with a ROCE of 30%. We increase our price target from 2.2p to 2.5p and maintain our buy recommendation with Redstone now trading on a PE rating of 16x and 12x for the year’s ending January 2018 and 2019.