ENERGY and ALTERNATIVES

H1 results meet expectations
Edison Investment Research

The H1 results indicate that Albioma is on track to meet its full-year targets for net income and EBITDA, underpinned by a very strong performance from its new Brazilian assets. The performance of Brazil and the contribution of two new plants scheduled to come into operation in 2016 should help progress towards the company’s longer-term targets. Our analysis suggests an average valuation for Albioma of c €22.5/share.

Paul Scott | 10 comments
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Good morning!YouGov (LON:YOU)Share price: 114pNo. shares: 99.3mMarket Cap: £113.2mThere's an in line with expectations trading statement from this company today. The company also reports net cash…

Alex Naamani | 7 comments
Can you use the liquidity anomaly to increase your returns

Market anomalies keep appearing on the horizon like bandits threatening to shoot down the ‘efficient markets theory’ forever. Stockopedia subscribers will of course be familiar with…

Mechanical Bull | 5 comments
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I regularly check out the very slick dashboard on Stockopedia's home page. I've been a particular fan of the Guru Screens section. This includes a Guru…

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RESOURCES and MINING

Termination of coverage
Edison Investment Research

Edison Investment Research is terminating coverage on Orpheus Energy (OEG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Edison Investment Research
Iron in the fire

Champion Iron is a Canada-based iron ore explorer with a significant presence in the Fermont Iron Ore District, an established iron ore region that hosts a…

Edison Investment Research
Shortterm pain for longterm gain

During H114 Caledonia has met with some challenging headwinds, with Blanket experiencing lower grade ore (partially offset by improved gold recoveries at the plant) and higher…

Edison Investment Research
Termination of coverage

Edison Investment Research is terminating coverage on Nkwe Platinum (NKP). Please note you should no longer rely on any previous research or estimates for this company.…

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MEDIA and TECHNOLOGY

Ready and waiting for scaleup
Edison Investment Research

Thinfilm has had a strong half with a number of positive announcements across all areas including technical development, partnership agreements and commercial orders. Importantly, management also reports strong progress in forming agreements with scale-up partners. Revenue for the half was slightly lower than we expected due to lower project and technology access fees, and product sales are still a small component of total revenue so we have lowered our forecasts accordingly. Our new forecasts also…

Paul Scott | 24 comments
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Good morning! I'm back in the UK now, so am using my normal desktop - so will be able to include graphics again. Hopefully normal service…

Edison Investment Research
Adjusting for more volatile times

PSI’s first half saw a contraction in order book and revenues. Underlying earnings moved ahead, but were affected by adjustments and restructuring charges in logistics. A…

Edison Investment Research
From recovery to growth

Comptel’s plans to reinvigorate growth should be enhanced by the development of a new generation of analytics-enabled products and the strengthening of its indirect channel through…

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RETAIL and CONSUMER

Paul Scott | 4 comments

Good morning!Hornby (LON:HRN)Share price: 64pNo. shares: 39.16mMarket Cap: £25.1mThis models company has been having trouble for a while now, due to messing up its supply chain when they moved production offshore. I was very scathing about it last time, perhaps too much so, but it…

Alex Naamani
GuruScreens  upgrades amp downgrades  August 26th

“Coming out of a recession and into a vigorous economy, the cyclicals flourish” - Ex-Fidelity fund manager, Peter Lynch. The UK's economic outlook has been improving…

Paul Scott | 9 comments
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Good morning.It's very quiet for results & trading statements today. Although we should have plenty to keep us busy with the better organised companies issuing their…

Alex Naamani | 2 comments
StockRanks  upgrades and downgrades  August 5th

It has been a difficult week for the markets. The FTSE 100 has fallen by 1.7% as geopolitical tensions intensify in Eastern Europe and the Middle…

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BANKS, FINANCIALS and INSURANCE

Core business more than replacing bond profits
Edison Investment Research

Banca IFIS targeted to more than offset reducing profits on its government bond portfolio with better-quality core business earnings; it delivered this goal in Q214. Trade Receivable customer numbers and trading activity are growing strongly (up over 10% and 50% respectively) with improving credit trends. The distressed loan business has been expanded through portfolio acquisition and restructured to deliver significant improvements in profitability in future. The bond portfolio has reduced as low interest rates make…

Paul Scott | 15 comments
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Good morning!Portmeirion (LON:PMP)Share price: 815pNo. shares: 10.7mMkt Cap:   £87.2mInterim results for the six months to 30 Jun 2014 have been published today  by this crockery maker.Portmeirion …

Paul Scott | 32 comments
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Good morning! I'll try a (hopefully) improved format today - let me know what you think in the comments - does the mkt cap info at…

Edison Investment Research
Pricing strategy delivers record market share

Share plc adopted a fixed-price account fee in the summer of 2013 and has been one of the lowest-cost execution-only internet stockbrokers. This market positioning has…

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HEALTHCARE & PHARMACEUTICALS

Pipeline expansion
Edison Investment Research

Regeneus has added another project to its portfolio, with licensing of global rights to an autologous human cancer vaccine that is expected to enter the clinic in Q115. Developed at the Kolling Institute, Sydney, the technology was already licensed to Regeneus for veterinary applications (Kvax), which is now in a US marketing trial for osteosarcoma in dogs. Cancer immunotherapy, including multiple approaches to cancer vaccines, is a biotech hotspot and we look forward to progress…

Edison Investment Research
Doubledigit returns with a doubledigit discount

BB Biotech AG (BION) is a Swiss-based investment company specialising in the biotechnology sector, with a focus on mid-sized and larger companies that are already generating…

Paul Scott | 20 comments
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Good morning!Mothercare (LON:MTC)Mothercare has responded to the news that American company Destination Maternity does not intend to make an offer for it after all. Surprisingly, Mothercare…

Edison Investment Research | 2 comments
Trading update confirms investment case intact

Clinigen’s FY14 trading update confirms underlying revenue growth of +7%, to over £126m, with gross and operating margin expansion leading to EDITDA growth of +17%. We…

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REAL ESTATE & CONSTRUCTION

Paul Scott | 10 comments

Good morning!CVS (LON:CVSG)As far as I'm aware this is the only UK listed (let's see if I can spell it right this time!) veterinary chain. I last looked at it on publication of interims to 31 Dec 2013 here, and at 306p per share was…

Edison Investment Research
Seeking to build

A pre-IPO merger is contributing to improved performance of all three of Epwin’s divisions with further integration benefits expected in FY14. These enhanced market positions provide…

Edison Investment Research
Continuing to deliver

Safestyle UK’s model continues to deliver outperformance in a growing market. Good progress has been achieved in H1 and we expect the company to at least…

Alex Naamani | 4 comments
StockRanks  upgrades and downgrades  July 22nd

Over the last year, financials have appreciated by around 10% while the FTSE 100 has remained relatively flat. This is partly because demand for credit becomes…

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INDUSTRIALS & UTILITIES

Paul Scott | 16 comments

Good morning! Very quiet today. As I pointed out on Twitter last night, the UK small cap indices really are down heavily now, since the peak of the bull market in Feb/Mar 2014, here are the figures (as of last night);FTSE Smallcap Ex Investment Trusts…

Paul Scott | 23 comments
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Good morning!People never say to me, which major institutions do you follow? My answer is usually the same - and following good advice from people who…

Paul Scott | 19 comments
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Good morning!Accsys Technologies (LON:AXS)A lot of small cap share prices have been drifting down over the quiet summer weeks. However, every now and then I look…

Paul Scott | 18 comments
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Good morning from the island of Paxos! My internet connection here is at best very weak, so am hoping this report will find its way to…

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