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Anexo Group Plc
Anexo Group* - Gathering Momentum

Anexo's interim results reflect a natural slowdown in activity through H1 as covid-19 related lockdown restricted credit hire and legal services activity. However, in this context we believe the results demonstrate the benefits of the integrated direct capture model and the Group's reinstatement of financial guidance for 2020 is testament to a strong bounce back in credit hire activity and wealth of opportunities that bode well for the medium term. We reinstate our buy rating and 315p target price.

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  • 13 Aug 20
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Hunting Plc
Hunting - Closure of Canadian manufacturing facility

Closure of Canadian manufacturing facility

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  • 11 Aug 20
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Open Orphan Plc
Open Orphan* - Major New RSV Challenge Study Contract

Open Orphan has announced that hVIVO has signed a new contract for an RSV human challenge study clinical trial with a top 3 global pharmaceutical company. The contract shows the Group's ability to convert the existing hVIVO pipeline and engage with the top customers in the industry providing great encouragement for investors in the medium term. Reiterate Buy

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  • 10 Aug 20
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Hurricane Energy Plc
Hurricane Energy - Technical review and operational update

Technical review and operational update

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  • 06 Aug 20
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Genel Energy Plc
Genel Energy - H1 2020 results

H1 2020 results

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  • 06 Aug 20
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Keywords Studios Plc
Keywords Studios - H1 trading update

Keywords published a H1'20 trading updating this morning for the period ending 30 June. The group expects to report revenues of EUR173.5m, implying YoY growth of 13% (of which 8% CCY LFL) and a an adjusted PBT figure of EUR21.7m, an 18% increase YoY. Adjusted EBITDA is expected at EUR30.8m, up 19% YoY. The group continues to pursue M&A opportunities and highlights liquidity of c.EUR200m including EUR101m of net cash. We note that the run-rate on growth and margins implied by H1 performance appears to be toward the top-end of consensus expectations for FY20.

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  • 04 Aug 20
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FB acquires VR game

Facebook on Tuesday announced its acquisition of Beat Games, the studio behind hit virtual-reality game "Beat Saber." Beat Games will join the Oculus Studio division of Facebook, but it will operate independently out of Prague, the company said. "Beat Saber" is one of the most popular VR games. In the game, players swing virtual sabers at incoming blocks in sync with music, akin to that of the popular "Guitar Hero" series of the 2000s. The game is available on the Oculus Store for $29.99.

MVR IMMO VRE

  • 27 Nov 19
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Uber loses London license, eBay sells StubHub to Viagogo

Uber was stripped of its license to operate in London on Monday by the city’s transport regulator, which cited a “pattern of failures” that “placed passenger safety and security at risk.” TfL had first suspended Uber's license back in 2017, flagging concerns with the company's approach to safety. In its announcement, London's transport authority said it held issue with a change made to Uber's identification systems that allowed unauthorized drivers to upload their photos to other Uber driver accounts. This was a big event in mobility. We expect more pushback as themes of sustainability and consumer protection overtake convenience.

TRAK SEE TCM TRCS QTX

  • 26 Nov 19
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German Ifo meets expectations; Taiwan Oct industrial output misses; CRH saw better Q3 growth in Americas than in H1

CRH (CRH LN, £23.0bn) | Hill & Smith (HILS LN, £1.1bn) | Somero (SOM LN, £110m) | James Halstead* (JHD LN, £1.0bn) | Headlam (HEAD LN, £377m) | Coats Group (COA LN, £985m) | Victoria (VCP LN, £527m) | IG Design Group (IGR LN, £510m) | Severfield (SFR LN, £233m)

CRH HILS SOM JHD HEAD COA VCP IGR

  • 26 Nov 19
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China industrial profits fall the most since 2011,Audi to cut 9,500 jobs as it shifts to capital to Electric Vehicles

Essentra (ESNT LN, £1.1bn) | AB Dynamics (ABDP LN, £624m) | Versarien (VRS LN, £155m) | Filtronic (FTC LN, £18m) | Pressure Technologies (PRES LN, £17m)

ESNT ABDP VRS FTC PRES

  • 25 Nov 19
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US manufacturing PMI beats while UK misses; German economy escapes recession

Brickability (BRCK LN, £142m)

Brickability Group Plc

  • 25 Nov 19
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Plaid pushes into Europe, PayPal buys Honey for US$4bn, Robinhood announces 2020 UK launch

Plaid, the U.S. start-up, whose software helps link fintech apps with people's bank accounts, said on Thursday it was now rolling out its services in Ireland, France and Spain. According to consultancy firm EY's global fintech adoption index, Ireland's level of adoption stands at 71%, Spain's at 56% and France's at 35%. "Ireland is going to continue to grow and generate really fantastic companies," Plaid's chief said. Plaid is one of our top two Fintechs to watch. PayPal is making the biggest acquisition in its two-decade history, announcing on Wednesday that it's buying Honey Science for about $4 billion. Honey, which is best known for providing a service that helps consumers find deals while they shop online, works with 30,000 online retailers and claims to have 17 million monthly users. PayPal said Honey's technology will help it reach consumers as they begin their "Shopping journeys" with personalized offers. In our view, PayPal’s deal may demonstrate a step toward the new normal of leveraging consumer data. Commission-free stock trading app Robinhood has announced plans to officially launch in the UK next year, marking its first market outside the US. The fintech 'unicorn' opened a waiting list for UK customers following yesterday’s announcement, with Rander Rutgers, head of Robinhood UK, telling Yahoo Finance UK that the app would be tailored to the UK market. We believe that the solvency of a number of UK-based legacy brokers will be tested as aggressive subsidisation and lower overheads of FinTechs drives down pricing.

BGO BOKU EQLS TRU NETW

  • 21 Nov 19
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