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Kromek has been awarded a $6m contract extension from DARPA for the Phase II development of a biological threat detection system. The 28 month milestone based contract will account for a material amount of our forecast incremental revenue growth in 2022E. We believe the commercial value of the system once rolled out could provide a revenue opportunity materially in excess of the development value awarded to date.
Companies: Kromek Group Plc
Tern plc* (TERN.L, 23.75p/£78.5m) | CAP-XX Ltd* (CPX.L, 8.15p/£36.0m) | MTI Wireless Edge Ltd* (MWE.L, 64.5p/£57.1m) | Newmark Security plc* (NWT.L, 1.2p/£5.6m) | Blackbird plc* (BIRD.L, 32.0p/£107.9m)
Companies: TERN CPX MWE NWT BIRD
Pelatro has raised £2.15m in an equity Placing to fund an expansion of a new service line in mobile advertising. This is an adjacent product space to which the core data analysis business is able to direct traffic for targeted marketing purposes. The beneficial impact of this expansion should be felt from 2022E onwards.
Companies: Pelatro Plc
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
Companies: D4t4 Solutions plc
As midsummer’s day looms (where has this year gone?), there is greater optimism, in general, than may have been anticipated a few months ago. A post-pandemic, ‘vaccine-driven’ recovery demonstrated by increased consumer spending as lockdown measures are lifted has been one of the catalysts. The FTSE 100 has been range-bound in the last month 6,900-7,100. We have seen a combination of broadly positive company results across a range of sectors, further examples of M&A activity and a sequence of ne
Companies: AMYT ARBB ARW BAG BEG BONH BWNG CWK DNK EML EPWN FBD FA/ GPH GSF GNC HUW IGC INSE KAPE KP2 MMAG NRR NESF OTMP ROL RUA SEN SUR TON TOU TXP TGL VLS WINK
Finals to March 2021 were pre-empted by the April trading update, which detailed the cash generation 10% ahead of original expectations, derived from EBITDA margins close to expected (37% vs 38%E) but pressure on headline revenue from COVID effects. Non-recurring revenue fell 32% to £11.6m, with the effect of restraining cloud services revenue to appear flat, despite 7% growth in recurring managed services revenue. The post year end CMD introduced the strategic vision for growth under new CEO (O
Companies: iomart Group plc
Prelims to March 2021 are in line with the April trading update, achieving a third consecutive year of sustainable growth in revenue (6% growth YoY) and adj EBIT (27.5% growth YoY) since management change in 2018. Free cash generation of £3.8m was well ahead of forecasts (£1mE), with y/e net cash of £8m (FY20: £-0.1m) after early conversion of the loan notes otherwise due in December 2021. Typically effective opex control still offered capacity for a marginal increase in R&D (none capitalised) a
Companies: Intercede Group plc
Once the world is fully vaccinated, many investors incorrectly assume there will be no need for covid testing. Wrong. More contagious & deadlier variants are sure to appear, together with perhaps totally new infectious diseases that might even trigger another pandemic. Equally, the danger posed by deliberate (re rogue states, organised crime &/or terrorism) &/or even accidental (say a lab) biological release of harmful pathogens into the environmental isn’t going away anytime soon. The US govern
GB Group (GBG) reported FY21 results substantially in line with our recently upgraded forecasts. In a difficult year, GBG managed to grow revenue by 9% (12% on an organic basis) and EPS by 21% while repaying all debt. Management has returned to a growth footing, investing in product development and sales capacity while continuing to seek acquisitions that could expand product or market coverage. We have upgraded our normalised diluted EPS forecasts by 3.1% for FY22 and 2.0% for FY23 and introduc
Companies: GB Group PLC
Sopheon’s AGM statement recaps the highlights of what was a very resilient performance in FY 2020. Importantly, the announcement also reports on an encouraging start to FY 2021E in terms of new business, Annualised Recurring Revenue (ARR) and revenue visibility for the year. With the latter metric some $4m ahead of where it was this time last year, we note the support that this implies for our current year estimates – although we leave our numbers unchanged at present given the importance of Q4
Companies: Sopheon plc
Idox had previously announced that its continuing operations (excluding the disposed Content businesses) produced H1 2021E revenue and adjusted EBITDA of £31.1m (up 4% on H1 2020) and £10.1m (up 17%) respectively in the six months to the end of April 2021. The interim results also show that Idox continued to deliver on its strategic aims and ended the period with a strong balance sheet following the disposals. To us, Idox looks very well placed to continue good organic growth and to seek complem
Companies: Idox plc
The highlight of FY21 was continued strong growth in US Secpay, with revenues up 57% yoy to $12.8m and now representing >32% of group sales. As such Eckoh contains one of the fastest growing technology businesses in the UK, with the size of this business now very much moving the needle. Eckoh’s Cloud offering (>50% of new contracts by value) and remote SecPay offerings found particular favour in the period, with on premise business having been hindered by lockdowns. We continue to feel that Ecko
Companies: Eckoh plc
The pandemic highlighted the shortcomings of the outpatient model in secondary care and accelerated the transition to virtual care models that was already underway. This shift is structural and, in future, care will likely be delivered via a hybrid of in-person and virtual care. As healthcare systems recover post-Covid, more flexible and efficient methods of managing patients are required. Induction’s platform is ideally placed for this new paradigm.
Companies: Induction Healthcare Group Plc
In December 2020 Access Intelligence revealed its plan for global expansion focused on North America and Asia Pacific. Having built organically on the existing US beachhead and client base, the group now has the opportunity to acquire Isentia, the leading media intelligence solutions provider in APAC, and deliver an immediate and significant boost to global reach and presence. Through a £52m fundraise @120p to acquire Isentia, Access will boost recurring revenue, and expand forecast FY22 EBITDA
Companies: Access Intelligence Plc
Today's news & views, plus announcements from ICP, BATS, OXIG, PAG, NCC, OTMP, XPD, PPC
Companies: BATS OTMP XPD