Radnor Capital Partners

Ocean Outdoor Ltd.

Ocean is the leading digital player in European Out of Home media. The portfolio spans multiple European markets and is centred on a UK core and management team, both with a proven track record of delivering growth and innovation. Out of Home media has been outperforming other traditional media for the best part of the last decade as the adoption of new technologies and data has transformed its commercial impact for brands. The structural drivers behind this growth have not gone away. The FY20 r

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Ocean Outdoor Ltd.

Ocean is the leading digital player in European Out of Home media. The portfolio spans multiple European markets and is centred on a UK core and management team, both with a proven track record of delivering growth and innovation. Out of Home media has been outperforming other traditional media for the best part of the last decade as the adoption of new technologies and data has transformed its commercial impact for brands. The structural drivers behind this growth have not gone away. Unsurprisi

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Next Fifteen Communications Group plc

Given the strength of the H2 trading commentary and ensuing earnings upgrades, it is not surprising that NFC shares have been very strong performers year to date (+52% versus FTSE All Share +9%). The references made at the final results to current trading remaining ahead of expectations has laid the ground for what is likely to be a very strong 2021. The group’s evolving mix of digital marketing and direct demand generation, coupled with the persistent strength of the core North American tech cl

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SThree plc

SThree’s trading commentary through the second half of FY’20 had already highlighted the resilience of the business model. Yesterday’s trading update served to highlight how well positioned SThree is to exit the pandemic in good shape. Two key markets; DACH and the USA (together 60% of group net fees) have delivered positive YoY growth; ahead of expectations. Whilst +19% YoY growth in the US will capture the headlines, +3% growth in DACH is arguably more impressive given the strength of the Q1’2

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Given the extremes faced over the last 12 months; these results underline the fundamental strengths of the Wilmington business. The financial headlines revolve around non event related stability and the margin benefits of lower cost to deliver digital event and training formats. The speed at which Wilmington has been able to secure cost savings and react to client demand are the features that stand out from our perspective.

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Wilmington plc

Given the extremes faced over the last 12 months; these results underline the fundamental strengths of the Wilmington business. The financial headlines revolve around non event related stability and the margin benefits of lower cost to deliver digital event and training formats. The speed at which Wilmington has been able to secure cost savings and react to client demand are the features that stand out from our perspective. Question marks still remain but these revolve primarily around the timin

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