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Technicolor (TCH:EPA)Technicolor SA (TCH:PAR)
Technicolor - Growing animation in performance

Technicolor’s Q121 figures show (constant currency) revenue up 3.6% on prior year, buoyed by continued strong demand in Connected Home. The outlook for Production Services is considerably improved as filming gets underway and projects are greenlit. Full year and FY22 earnings guidance is maintained, with margins set to improve after earlier streamlining and ongoing cost control. Following FY20’s financial restructure, the equity proportion of Technicolor’s enterprise value is no longer greatly o

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  • 14 May 21
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Newmont Mining (NEM:NYSE)Newmont Corporation (NEM:NYS)
Newmont Corporation - Fast out of the blocks

Notwithstanding continued low-level coronavirus induced disruptions, Newmont’s financial results were materially better than Edison’s forecasts for Q121 largely as a consequence of an effective tax rate that was substantially lower than both our forecast and also Newmont’s guidance for the full year. Significantly, the company maintained its quarterly dividend, indicating management’s confidence in both its improving production profile as well as the gold price. This note updates our forecasts f

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  • 14 May 21
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Nanoco Group PLC
Nanoco Group - Sensing programme moves to next phase

Nanoco has signed an extension to its development project with a major European customer, under which it is working on a range of materials for a number of sensing applications, which could potentially lead to volume production in calendar H222 (FY23). Importantly, securing this contract gives management the confidence and cash to retain its nanomaterial development and production capability rather than cutting back to focus on the litigation case against Samsung.

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  • 14 May 21
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cyan AG
Cyan - Reset and regroup

Cyan’s share price has fallen 37% in the last two weeks. FY20 results confirmed the impact of COVID-19 continued into Q4 and management has reset expectations for FY21 (‘flat sales’). A new CEO is focused on growing (recurring) cybersecurity sales, albeit from a lower base. At a share price of €7.7, Cyan trades at a discount to peers but, after a second year of cutting forecasts, it may take time for it to re-establish its growth trajectory and for investors to regain confidence in the story.

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  • 14 May 21
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The Diverse Income Trust, Gervais Williams – executive interview
the-diverse-income-trust-gervais-williams-executive-interview-13-05-2021
  • 13 May 21
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BioPorto (BIOPOR:CPH)BioPorto A/S (BIOPOR:CSE)
BioPorto Diagnostics - Focused on the upcoming paediatric AKI results

BioPorto has reported its results for Q121, which included DKK5.6m in sales from all its research use only products. This is up from Q120 (DKK4.2m) but comparable to Q119 (DKK5.5m). The biggest near-term driver for the company’s revenue will be the pending results of its pivotal paediatric acute kidney injury (AKI) clinical study, which is slated to complete in summer 2021, and the subsequent regulatory submission to the FDA for De Novo 510(k) clearance.

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  • 13 May 21
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