Occupation: Research House
Edison, the investment intelligence firm, is the future of investor interaction with corporates. Our team of over 100 analysts and investment professionals work with leading companies, fund managers and investment banks worldwide to support their capital markets activity. We provide services to more than 400 retained corporate and investor clients from our offices in London, New York, Frankfurt, Sydney and Wellington.
Edison is authorised and regulated by the Financial Conduct Authority (www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584).
Run by a team of highly experienced professionals, our aim is to provide the research of choice for companies, investment banks and institutional investors. We provide independent reports, forecasts and valuations on each company we cover. We help clients gain access to investors, and facilitate feedback from the investment community on companies, their management and strategies. Our research strives to be objective, insightful, financially rigorous, readable and timely.
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Share plc did not see the usual seasonal uptick in revenue in Q414 and has invested heavily in senior staff with broad retailing and customer service experience. These factors mean that FY14 results are expected to be below market expectations and we have cut our 2014 EPS forecasts by a quarter. The company has announced advanced exclusive discussions over a partnership that would “materially benefit…
Fiscal 2014 finished on a high note for SITO Mobile with quarterly revenues up 43% y-o-y and all divisions performing well. The re-financing announced in October leaves the group adequately funded during our forecast period, which we extend to 2016. The shares are trading at an EV/sales discount to ad-tech peers despite offering higher gross margins than many, being EBITDA positive and the option value…
GVC has reported a sixth successive quarter of revenue growth, an impressive achievement given the World Cup boost over the summer months. We have left our profit estimates unchanged, allowing for the ongoing investment in new products and geographies. 2016 should be a good year given the strong sporting calendar. Management remains highly cash focused and the prospective dividend yield of more than 8% is…
AEM-28 has demonstrated significant reductions in both VLDL and triglycerides in the Phase I/II programme. This reinforces prior lipid biomarker trends observed in healthy volunteers. These data provide initial proof-of-concept for AEM-28, and more broadly for follow-on products within Capstone’s Apo-E mimetic pipeline including AEM-28-02, supporting progression into further trials, although additional funding will be needed. Future development could include an orphan indication, requiring only…
Fully re-focused on its property activities, Sigma’s plans for the roll-out of large-scale residential schemes in the private rented sector (PRS) have made important steps forward. Funding for the Gatehouse joint venture is complete, allowing construction of the first phase of 927 homes to begin. A partnership with Grainger plc has also been announced, granting Grainger first option on development opportunities on 100 or more…