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Property sector update and introduction to IPSX
property-sector-update-and-introduction-to-ipsx-03-08-2020
  • 03 Aug 20
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Destiny Pharma Plc
New Model Anti-Infectives

Destiny Pharma is not just developing novel anti-infective drugs - its lead product XF-73 is in the US and European Phase 2b study for a new preventative indication that had not been awarded to any other drug before. The clinical study of XF-73, which has proven antimicrobial activity, is expected to report an interim review in August 2020. As anti-infectives have higher probabilities of success than other therapeutic areas, Destiny’s destiny looks bright.

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  • 27 Jul 20
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Strix Group Plc
Signs of recovery now apparent

Today, Strix has published its H1 20 pre-close update (interims due in Sept). Against a backdrop of global disruption caused by COVID-19, Strix’s H1 performance is said to be in line with expectations. Net sales down 21% YoY, with a much smaller impact on net profits on the back of strong cost management. Encouragingly, there are now signs of a bounce-back in H2 with a solid performance for June and a strong order book for July and August. FY profit expectations are largely intact, which the market should respond well to.

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  • 23 Jul 20
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VP
Improving conditions with more to come

For investors, the rate of change (or Delta) is often more important than the absolute number, since it signifies where things are heading. Take the UK Construction PMI (see below), which literally dropped off a cliff at the start of the Covid lockdowns. Since then, there has been a gradual recovery, with June’s 55.3 reading (vs 28.9 May) being above expectations (47.0), and the highest for 2 years. Reflecting a rebound in residential property (re home buyer enquiries), increased ‘stay-at-home’ DIY (re Kingfisher/B&Q Q2 sales >20% LFL) & a general desire to get back to work.

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  • 23 Jul 20
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Gear4music
Sustaining a run of positive news

Gear4music, which reported positively on FY2020 profits in its recent 23rd June 2020 results announcement, released further good news today. The company already stated that FY2021 had started on an exceptionally strong note for sales revenue. But profitability – an upgraded priority in the past 18 months – now looks to be ahead of expectations. We raise our forecasts on this report.

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  • 23 Jul 20
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Strix Trading Update July 2020
strix-trading-update-july-2020-23-07-2020
  • 23 Jul 20
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Being able to consistently deliver out-sized investment returns, is all about managing risk and finding high quality, growth stocks at the right price. We’ve seen this already in 2016 with many such smallcaps, like Keywords Studios, Fevertree Drinks, Boohoo, GW Pharmaceuticals and Tristel. Another stock we think that in due course could join this select band, is FastForward (up 100% since mid Oct’15) which invests exclusively in rapidly expanding technology firms. Today FFWD holds non-controlling positions in nine such privately owned businesses, which we understand are all either meeting or exceeding their internal plans. Here, progress was said to be “incredibly positive and very encouraging” yesterday, with updates being released in relation to three of them.

Fastforward Innovations

  • 30 Nov 16
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