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OIL & GAS MACRO OUTLOOK - Bullish near-term outlook but potential supply influx

Benchmark light crude prices surged in late 2020 and Q1 2021 driven by positive sentiment surrounding the roll-out of corona virus vaccines and a marked tightening in the market. The tightening reflects both recovering demand and constrained supply stemming from the deep cuts in production orchestrated by the Saudi led OPEC+ alliance. With Brent trading at around $65/barrel light, crude benchmarks are once again at comfortably profitable levels for the bulk of producers. Over the balance of 2021

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  • 29 Apr 21
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Character Group plc
Strong H1 reported and further upgrade to year

The Character Group’s (Character) interim results were remarkable in that the Group produced very strong results in a period of significant disruption. The right products at the right price and in the right categories all served to distinguish the Group in the first half. As trading begins to return to some sense of normality during H2 we anticipate trading to improve further and have raised forecasts accordingly. Selling on a significant discount to the US “giants” and with significant cash res

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  • 29 Apr 21
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ReNeuron Group plc
Investment summary - Advancing the regenerative potential of stem cells

ReNeuron (RENE) is clinical stage developer of stem cell therapies and technologies which offer promising regenerative potential in previously untreatable diseases. RENE’s lead human retinal progenitor cell (hRPC) programme is in Phase IIa studies in US and UK for the debilitating congenital group of blindness causing diseases, Retinitis Pigmentosa (RP). RENE has developed promising data to show that hRPC provides a robust and consistent benefit in the key clinical measure of Visual Acuity, and

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  • 29 Apr 21
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BOOM BIRD CPX
Allenby Capital TMT Update - 26.04.21 - BOOM.L, BIRD.L, CPX.L

Audioboom plc* (BOOM.L, 690p/£108.2m) | Blackbird plc* (BIRD.L, 24.2p/£81.8m) | CAP-XX Ltd* (CPX.L, 9.54p/£42.2m)

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  • 26 Apr 21
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REACT Group Plc
New contract wins comfortably supports forecasts

REACT Group plc (REACT), the leading specialist cleaning, decontamination and hygiene company, has announced two new significant contract awards in less than a week confirming the Group’s growing presence in nationwide decontamination and cleaning. The most significant, announced today and from an existing customer, could when fully mobilised generate revenues of up to c.£2m. The second, announced on 20 April, also from an existing customer, is worth just over c.£0.6m. We are currently keeping e

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  • 26 Apr 21
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Audioboom Group PLC
Strong demand for Q3 inventory drives upgrades

Positive trading update from Audioboom, one of the largest independent global podcasting companies, results in a second forecast upgrade in short order. Management reports a high volume of bookings since the Q3 advertising inventory was recently made available. Average fill rates on Audioboom’s Top 50 shows are also exceeding 85%. As a result, signed advertising bookings represented more than 95% of our existing revenue forecasts ($37.5m) and management expects to significantly exceed these. We

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  • 22 Apr 21
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Allenby Capital TMT Update 05.08.19 (BBSN.L, MBT.L)

Brave Bison Group plc* (BBSN.L, 1.45p/£8.8m) Interims: Swift response to Facebook content policy changes (31.07.19) | Mobile Tornado Group plc* (MBT.L, 5.2p/£18.1m) Subscription: Additional working capital to fund bundled PTT growth (31.07.19)

Brave Bison Group Plc Mobile Tornado Group Plc

  • 05 Aug 19
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Allenby Capital TMT Update 29.07.19 (TERN.L, GETB.L)

Tern plc* (TERN.L, 12p/£28.4m) Investee company update (25.07.19) | GetBusy plc (GETB.L, 43p/£21.8m) Meeting with management: Revenue visibility & growth opportunity (23.07.19)

Tern PLC GetBusy Plc

  • 29 Jul 19
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Allenby Capital TMT Update 15.07.19 (GFIN.L, MIRA.L, BOOM.L)

Gfinity plc* (GFIN.L, 5.25p/£23.6m) Proposed placing of £5.25m (15.07.19) | Mirada plc* (MIRA.L, 1.0p/£8.9m) Finals - Revenue growth & profitability; positive outlook (12.07.19) | Audioboom plc* (BOOM.L, 255p/£35.7m) New podcast studios in New York increases capacity (12.07.19)

GFIN BOOM MIRA

  • 15 Jul 19
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Allenby Capital TMT Update 08.07.19 (CPX.L, MIRA.L, BIRD.L, BOOM.L)

CAP-XX Ltd* (CPX.L, 4.5p/£14.9m) Court action settlement and licence agreement (02.07.19) | Mirada plc* (MIRA.L, 0.9p/£7.8m) Successful disposal of non-core business (05.07.19) | Blackbird plc* (BIRD.L, 7.375p/£21.8m) Contract win: Global Rapid Rugby highlights (03.07.19) | Audioboom plc* (BOOM.L, 242.5p/£34.0m) Notice of results (04.07.19)

CPX BIRD BOOM MIRA

  • 08 Jul 19
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Allenby Capital TMT Update 01.07.19 (TERN.L, ZOO.L, ACC.L)

Tern plc* (TERN.L, 11.25p/£26.6m) Capital Markets Event: Exposure to global IoT market (24.06.19) | ZOO Digital plc (ZOO.L, 63p/£46.9m) FY19 results: Development and disruption in OTT market (26.06.19) | Access Intelligence plc (ACC.L, 58.0p/£35.4m) Cessation of coverage (01.07.19)

TERN ZOO ACC

  • 01 Jul 19
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Allenby Capital TMT Update 24.06.19 (MWE.L, BIRD.L, ACC.L, BBSN.L, ECSC.L)

MTI Wireless Edge Ltd* (MWE.L, 23.0p/£20.0m) Acquisition: Capturing more of the value chain (24.06.19) | Blackbird plc* (BIRD.L, 7.75p/£22.9m) Contract win: Major US broadcaster secured (19.06.19) | Access Intelligence plc* (ACC.L, 58p/£35.4m) H1 trading update: Major US broadcaster secured (19.06.19) | Brave Bison Group plc* (BBSN.L, 1.65p/£10.0m) AGM statement: Planned diversification (19.06.19) | ECSC Group plc* (ECSC.L, 75p/£16.8m) AGM statement: Managed Services growth increases recurring revnue (19.06.19)

MWE ACC BBSN ECSC

  • 24 Jun 19
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