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Maestrano

Transformative US Bank contract now live

Maestrano confirmed this morning that its key US bank client (Client A) has moved from pilot phase into live roll-out. In our view, this clears a key hurdle and adds confidence to our forecasts for a 99% revenue CAGR over FY18-21E. We see material upside potential to our 30p price target and anticipate clearing milestones as part of the multi-phase roll-out across Client A’s customers will drive the shares. We reiterate our Buy rating on Maestrano.

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  • 14 Nov 18
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Trifast

Continuing Solid Growth

Trifast has produced a good interim results statement for FY19, delivering 4.3% organic growth and raising the interim dividend by 9.1%. We make no change to our forecasts, and see Trifast’s outperformance of broad industrial markets as justifying the Group’s strategy and business model. We reiterate our buy rating.

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  • 13 Nov 18
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iEnergizer

H1’19 revenues up 9.5%; upgrades to forecasts

iEnergizer enjoyed a continuation of impressive top-line growth in the period, with revenues up 9.5% year on year to $82.4m (H1’18 $75.2m). Whilst BPO (H1’18 sales $48.1m) and Content Delivery ($34.3m) are split out in the interims, management view the business as a whole going forward – acknowledging the increasing synergies across service offerings.

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  • 13 Nov 18
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A&J Mucklow Group

AGM Trading Statement

Mucklow has released its AGM trading statement for the period from 1 July 2018 to 12 November 2018. Of note, the group has been able to maintain its record low vacancy rate of 2.8% that was reported at the finals in September, reflecting the continuing strong demand for regional industrial property, and the company’s active approach towards managing its portfolio.

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  • 13 Nov 18
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A&J Mucklow Group

Board Changes

Mucklow has announced that Justin Parker, Managing Director will be stepping down from the Board, and will leave the company on 31st December 2018 “to pursue new challenges in the property industry.”

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  • 06 Nov 18
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Premier Oil

Catcher few shares

Premier is an E&P company with production in the UK North Sea and south east Asia. Ongoing cash generation should create further deleveraging going forward, and development projects are in train to support production, drive growth and provide newsflow. Current levels show value versus our NAV, and we initiate with a Buy recommendation and 130p target price.

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  • 05 Nov 18
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BowLeven

Rig contract for Etinde appraisal wells

Etinde announced yesterday afternoon that the operator of its Etinde licence New Age has entered into a rig contract for the jackup Topaz Driller for the drilling of the two planned appraisal wells on the licence in 2018. The contract is for 150 days and spudding of the first well (IM-6) is expected during Q2.

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  • 02 Feb 18
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