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Interim Results and Initiation of Coverage
24 Aug 16
For investors who were looking for evidence that GlobalData could repeat the performance of Datamonitor before its timely sale to Informa in 2007, the recent 1H16 results will have been encouraging. Having integrated the acquisitions of significant healthcare and consumer data assets within the past year, GlobalData is now poised for strong organic growth. The model has moved on since the Datamonitor days, with most content now provided on a subscription basis via multiple channels. However, the fundamentals are much the same. The business generates significant and recurring cash returns from the provision of proprietary content to large national and international clients. It is scalable, recession resistant and has high barriers to entry.
First Half 2016 Results
01 Aug 16
The disposal of the Sports and Leisure yarns business is proof that Low & Bonar is intent on delivering its strategy to focus on higher margin markets at the expense of commodity businesses or areas in which it does not have a strong market position. The results for the first half demonstrated that there is now solid potential growth in most areas of operation as European markets continue to stabilise. The company has the potential to leverage its manufacturing expertise and intellectual property in order to expand through a combination of organic growth and selective M&A activity, The current rating is still reflecting historic trading difficulties and the subsequent uncertainties of a new management team and a revised strategy. However, there was sufficient evidence in recent results to suggest that a more optimistic view is now appropriate.
Recruitment underway to enrol 200 patients in the pivotal Phase III clinical trial for Lupuzor
11 May 16
Lupuzor - Orion, the final step before regulatory approval. Patient recruitment is anticipated to occur in up to 45 investigator sites, 10 in the United States and 35 in Europe. In the US the first patient dosing commenced in February 2016. In Europe, the first sites have opened in France and patient recruitment has commenced. The trial progress can be tracked on the www.ClinicalTrials.gov/lupuzor website and the key milestone for this year is for the recruitment of the 200 Lupus patients, with top-line results from the trial expected to be available in late 2017.
A Solid Platform For Future Growth
10 Mar 16
In the past five years, Porta Communications has built a multi-capability global communications platform through organic start-ups and acquisitions. It has generated significant organic growth and has recently reported its first positive operating cash flow. There is much more to be done and the group has re-inforced its senior management team to allow sustained focus on generating growth within the existing client portfolio while continuing to identify strategic opportunities to expand. Profitability is improving rapidly and net debt is forecast to fall. We have initiated coverage ahead of the full year results announcement due in May, the positives of which were highlighted in the recent trading update. The shares are trading on a 54% discount to the wider media sector average.
Global leader in integrated security services
01 Mar 16
G4S Plc is the leading global integrated security company specialising in the outsourced provision of security products, services and solutions. G4S works to safeguard the welfare and prosperity of millions of people worldwide and is active in over 100 countries with over 611,000 employees. G4S serves a wide range of industries and commercial and government customers. Its operations span security guarding (55% of PBITA), cash management (30%), care and justice services (8%) and security systems and technology (7%). Strategic focus under the helm of Ashley Amanza, CEO since 2013, has been to invest in organic growth (sales and account management), to rationalise the portfolio and to drive productivity initiatives.
The industry leader in smaller gas-to-liquids conversion
29 Feb 16
Velocys is the company at the forefront of smaller scale gas-to-liquids (GTL) technology, a chemical process converting natural gas or biomass into higher value products including: diesel, jet fuel, waxes and base oils. Smaller scale GTL adds value to shale gas and makes stranded or flared gas economic- an untapped market of 25 million barrels per day(bpd) Compared with conventional alternatives, these modular plants are easier to ship and faster to install, at lower risk, even in the most remote locations.
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