ENERGY and ALTERNATIVES

StockRanks Performance  one year on
Edward Croft | 21 comments

The recent credit crunch illustrated to hundreds of thousands of investors that even blue chips can’t be relied on to preserve and grow capital. And yet so many still invest first in stocks they are familiar with and think they know best.  Buying what one…

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…

Edison Investment Research
Visibility yield and growth with parent support

We estimate KTG Energie will multiply earnings almost threefold by the end of this decade, driven by a growing biogas asset base with high visibility and…

Popular Companies

SOCO International Share Price & Company Profile SIA BP Share Price & Company Profile BP. Aminex Share Price & Company Profile AEX EnCore Oil Share Price & Company Profile EO. Rockhopper Exploration Share Price & Company Profile RKH Dana Petroleum Share Price & Company Profile DNX Xcite Energy Share Price & Company Profile XEL Desire Petroleum Share Price & Company Profile DES Tullow Oil Share Price & Company Profile TLW


RESOURCES and MINING

EGM lowgrade cycle persists but end in sight
Edison Investment Research

In its trading statement released last week, Pan African Resources (PAF) indicated that EPS for the year ended 30 June 2014 (scheduled for release on 16 September) will be 42-47% lower than in FY13, when it was 2.63p/share; ie they should be in the range 1.39-1.52p/share. When adjusted for exceptional items, headline earnings per share (HEPS) will be 30-35% lower than in FY13; ie they should be in the range 1.41-1.52p/share. Before PAF’s trading statement,…

Edison Investment Research
Refurbishments set up stronger H2

Notwithstanding the immediate share price reaction, overall Q1 operating performance at Trojan was generally better than our expectations (eg grade and cash costs). We have adjusted…

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
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.…

Popular Companies

Cove Energy Share Price & Company Profile COV BHP Billiton Share Price & Company Profile BLT Red Rock Resources Share Price & Company Profile RRR Arian Silver Share Price & Company Profile AGQ Bahamas Petroleum Share Price & Company Profile BPC Medusa Mining Share Price & Company Profile MML Sirius Minerals Share Price & Company Profile SXX Centamin Share Price & Company Profile CEY Rio Tinto Share Price & Company Profile RIO


MEDIA and TECHNOLOGY

Paul Scott | 27 comments

Good morning!EDIT: Apologies, I had technical problems with today's article, and some of it vanished, so I've recreated the lost bits as best I can remember!Vislink (LON:VLK)Share price: 45.25pNo. shares: 118.6mMarket Cap: £53.7mThere are two announcements today from Vislink, which is a maker of microwave…

Edison Investment Research
Results broadly in line

On 26 August SLI Systems reported its full FY14 results, following the trading update on 28 July. As reported in the update, annual recurring revenue (ARR)…

Edison Investment Research
Scaling up the opportunities

SM has been actively planning its new strategy, following its £16m fund raisings, and has chosen to focus on areas where its IP can be used…

Edison Investment Research
Painting the scene

artnet continues to build its market presence, buoyed by the growth in the influence of online in the international fine art trade. Heavier investment in sales…

Popular Companies

Vodafone Share Price & Company Profile VOD Globo Share Price & Company Profile GBO Innovation Share Price & Company Profile TIG Avanti Communications Share Price & Company Profile AVN Software Radio Technology Share Price & Company Profile SRT Vislink Share Price & Company Profile VLK RCG Holdings Share Price & Company Profile RCG Phorm Share Price & Company Profile PHRM Berkeley Mineral Resources Share Price & Company Profile BMR


RETAIL and CONSUMER

Paul Scott | 14 comments

Good morning!AGA Rangemaster (LON:AGA)Share price: 155pNo. shares: 69.26mMarket Cap: £107.4mThe investment case for this share looks pretty obvious at first sight - as a maker of very expensive cookers, it's bound to benefit from the economic recovery, especially as better off people have generally seen…

AIM Prospector | 4 comments
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Some user feedback yesterday suggested that I put my thoughts on their own thread. I had been wary of doing this as it could lead to…

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…

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…

Popular Companies

Tesco Share Price & Company Profile TSCO British American Tobacco Share Price & Company Profile BATS accesso Technology Share Price & Company Profile ACSO Norcros Share Price & Company Profile NXR Media Corp Share Price & Company Profile MDC J Sainsbury Share Price & Company Profile SBRY Solo Oil Share Price & Company Profile SOLO Falkland Islands Holdings Share Price & Company Profile FKL Taylor Wimpey Share Price & Company Profile TW.


BANKS, FINANCIALS and INSURANCE

Paul Scott | 15 comments

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 owns a number of well-known brands, and the screen grab on the right from their website shows the classic…

Edison Investment Research
Platform for growth

HSBC has reported H114 PBT broadly in line with consensus expectations, after taking account of underlying adjustments and significant items, with higher costs offset by a…

Edison Investment Research
Core business more than replacing bond profits

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…

Edison Investment Research
Funding accelerated growth

Secure Trust Bank’s H114 results confirmed the expected growth across all product lines. The company recently nearly doubled its capital base with a well-received equity placement.…

Popular Companies

Lloyds Banking Share Price & Company Profile LLOY Aviva Share Price & Company Profile AV. Royal Bank of Scotland Share Price & Company Profile RBS Barclays Share Price & Company Profile BARC Polo Resources Share Price & Company Profile POL HSBC Holdings Share Price & Company Profile HSBA Conygar Investment Co Share Price & Company Profile CIC Man Share Price & Company Profile EMG Albemarle & Bond Holdings Share Price & Company Profile ABM


HEALTHCARE & PHARMACEUTICALS

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

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 will review our model when the FY14 results are reported in September, but clearly this update underpins our view the investment case remains intact. The specialist niches it operates in are highly attractive and offer resilient organic growth with defensive qualities. We maintain our valuation range of £431-463m (511-561p…

Edison Investment Research
Awaiting Onxeo

The imminent BioAlliance/Topotarget merger to create Onxeo to focus on orphan oncology brings together three late-stage assets: Validive and Livatag from BioAlliance and Beleodaq from Topotarget.…

Paul Scott | 23 comments
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Good morning!PuriCore (LON:PURI)Share price: 35.5pNo. shares: 50.14mMarket Cap: £17.8mInterim results to 30 Jun 2014 have been published this morning. The company makes disinfection products for a…

Edison Investment Research
Pipeline expansion

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…

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GlaxoSmithKline Share Price & Company Profile GSK AstraZeneca Share Price & Company Profile AZN PuriCore Share Price & Company Profile PURI Immunodiagnostic Systems Holdings Share Price & Company Profile IDH Deltex Medical Share Price & Company Profile DEMG Sareum Holdings Share Price & Company Profile SAR Tristel Share Price & Company Profile TSTL Angel Biotechnology Holdings PLC Share Price & Company Profile ABH Advanced Medical Solutions Share Price & Company Profile AMS


REAL ESTATE & CONSTRUCTION

Building global businesses
Edison Investment Research

H1 results contained good underlying business momentum partly offset by adverse FX movements. Actions taken within Bonar to develop and invest in global sectors should increasingly come through in group results. Translating this to double-digit earnings growth will be a key influence on Low & Bonar’s share price performance, in our view, and there is scope for rating expansion from the 11.3x P/E ratio for FY15.

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…

ShareSoc
Zoopla and Rightmove  are they a cosy duoply

 Zoopla Property (LON:ZPLA) listed on the stock market on the 18th June. It's an opportune time to review that company and its main competitor, Rightmove, because…

Paul Scott | 10 comments
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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…

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Kentz Share Price & Company Profile KENZ Balfour Beatty Share Price & Company Profile BBY Silverdell Share Price & Company Profile SID Newriver Retail Share Price & Company Profile NRR Michelmersh Brick Holdings Share Price & Company Profile MBH British Land Share Price & Company Profile BLND Carillion Share Price & Company Profile CLLN Quintain Estates And Development Share Price & Company Profile QED Inland Homes Share Price & Company Profile INL


INDUSTRIALS & UTILITIES

Paul Scott | 28 comments

Good morning! This is my last report from Paxos, as I'll be back in sunny England on Sunday. Even first thing in the morning it's too hot to sit in direct sunlight, so I've parked myself on the verandah in the shade of one of…

Paul Scott | 14 comments
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Good morning! Quiet for news today, but several companies have caught my eye;Robinson (LON:RBN)Share price: 198pNo. shares: 17.7mMarket Cap: £35.0mRobinsons is a plastic & paperboard packaging…

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…

Paul Scott | 21 comments
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Good morning!Xaar (LON:XAR)Share price: 440pNo. shares: 76.4mMarket Cap: £336mI dropped SCVR coverage of this innovative industrial printhead manufacturer last year, as the shares shot up, taking…

Popular Companies

National Grid Share Price & Company Profile NG. Severn Trent Share Price & Company Profile SVT Aero Inventory Share Price & Company Profile BAE Systems Share Price & Company Profile BA. Vianet Share Price & Company Profile VNET Parkmead Share Price & Company Profile PMG Centrica Share Price & Company Profile CNA SSE Share Price & Company Profile SSE Volex Share Price & Company Profile VLX