Occupation: Research House
Edison Investment Research is a leading international investment research company. It has won industry recognition, with awards both in the UK and internationally. The team of 95 includes over 60 analysts supported by a department of supervisory analysts, editors and assistants.
Edison writes on more than 400 companies across every sector and works directly with corporates, fund managers, investment banks, brokers and other advisers. Edison’s research is read by institutional investors, alternative funds and wealth managers in more than 100 countries.
Edison, founded in 2003, has offices in London, New York and Sydney and is authorised and regulated by the Financial Services 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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FY14 trading was up 2.9% over FY13 at £11.6m. Food intolerance was 18% up, but infectious disease fell by 10% and allergy and autoimmune by 5%. The investment case for Omega is based on the Visitect CD4 test for HIV patients and the launch with Immunodiagnostic Systems of the automated allergy iSYS. Visitect has completed a 200-patient pilot field study in Kenya and a trial…
Stratec has published initial FY13 data, with full disclosure due on 29 April. Sales were €128m, up 4.6%. The margin growth indicates better service part sales with some increase in construction revenues (diagnostics systems). Some of these revenues are likely to be due to income recognition from the contract cancelation in July 2013. There was a €0.9m write down. Excluding exceptional items, EBIT rose 16.5%…
The release, later this year, of a high-grade resource at Perak Basin will provide the platform for gold and base metal mining on Romang Island. Meanwhile, with critical mass from the nearby Taldybulak resource, the Andash project offers potential for a second project. As the development pipeline gathers momentum, Robust Resources (ROL) will be re-rated.
Fair Value REIT (FVI) reported strong full year underlying profits of €6.4m (2012 restated €5.9m) and has made significant progress in its efforts to enhance valuation by reducing complexity and sustainably lifting distributable income; DPS was increased from €0.10 to €0.25. Direct and indirect portfolio exits provided the opportunity to cancel high-cost derivative financial contracts, and further focus the portfolio on direct investment and the…
Since March 2010, Pan African has been the second best performing of a sample of 37 London-listed mining stocks and one of only six to outperform the gold price. It has also been the best performing producer, having outperformed all of the London-listed majors by at least 167%. Results from the Evander Tailings Retreatment Project (ETRP) definitive feasibility study demonstrate the potential to produce 10,000oz…