Occupation: Research House
Interests: Stocks
Twitter: Edison_Inv_Res
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Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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Esker had a strong Q4, with licence sales in both DPA and Legacy Products helping drive constant currency growth of 16% year-on-year. We have revised up our FY14 and FY15 forecasts to reflect the stronger trading, with revenue upgrades of 4.2% and 3.0% respectively. This drives EPS upgrades of 17.2% in FY14 and 4.1% in FY15. The CalvaEDI acquisition should enable the company to strengthen…
Last week’s update for the 16-week period to 16 January confirms that Findel remains on track to deliver strong profits and margin growth. Debt has reduced further with facilities extended. The main driver of continuing progress is Express Gifts, by far the group’s largest business. In our sum-of-the-parts valuation of 310p, Express alone is worth more than Findel’s current market capitalisation.
The mission’s brief trading update indicates FY15 results in line with market expectations, along with further balance sheet improvement. There is an inherent industry bias toward the year end as clients spend up their marketing budgets, which can make H2 trading targets look demanding. The mission has clearly achieved its H2 ambitions and this momentum gives encouragement that it is now firmly on the front…
Nektan offers investors an interesting way to play the rapidly growing mobile gaming market with a new B2B platform, a promising pipeline of B2B partners and an experienced management team. Add to this US opportunities – both land-based casinos and freemium – and we see potential for Nektan’s market value to double over the next two years. Nektan is currently early stage and loss making…
Touchstone Exploration (TXP) has put a strategy in place for 2015 aimed at weathering the current storm of low crude oil prices while maintaining the ongoing viability of its assets in Trinidad. In an effort to conserve the balance sheet, TXP is restricting capital spend in Q115 to funds generated from operations, in addition to pledging to cut operating expenses and corporate overheads in both…
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