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Impact Healthcare REIT has exchanged contracts for the sale of five non-core homes for a combined £8.8m, in line with the most recent valuation. The…
IRLAB Therapeutics has successfully completed the second and final of two pre-determined safety and data integrity reviews for its ongoing Phase IIb clinical…
Topps Tiles’ (TPT’s) brand strength continues to shine through with ongoing market share gains versus a weak repair, maintenance and improvement…
Opportunity knocks at Kingsway Exchange Tunnels to participate in the proposed rejuvenation of a singular and significant national asset and its vast blank…
Deutsche Beteiligungs (DBAG) completed an issue of €100m senior unsecured convertible bonds on 28 June, with proceeds to be used for co-investments…
1Spatial’s announcement of contract wins in the US, spanning a number of products across several states, highlights the company’s progress…
Templeton Emerging Markets Investment Trust’s (TEMIT’s) board is frustrated by the company’s persistently wide discount so it has announced…
Cereno Scientific has released updates on its two most advanced clinical programmes. For CS1, which is being investigated as a potential treatment for…
Sareum Holdings has announced positive top-line data from the Phase Ia clinical trial for SDC-1801, its lead asset, a novel TYK2/JAK1 inhibitor targeting…
In this interview, Stephen Inglis discusses Regional REIT’s (RGL’s) recently announced refinancing plans. Stephen is CEO of London & Scottish…
Get the lowdown from Edison’s Milosz Papst on CoinShares International which develops innovative infrastructure, financial products and services…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Edison Investment Research is terminating coverage on Oxford Cannabinoid Technologies (OCTP), Britvic (BVIC), Ultimovacs (ULTI), DFR Gold (DFR), The Merchants…
Target Healthcare REIT has sold four of its care homes for £44.5m to the incumbent tenant, modestly ahead of the carried value. The homes have performed…
On 27 June, Moody’s upgraded Alpha Bank’s long-term senior-unsecured debt rating by two notches to Baa3 (Ba2 previously), its long- and short-term…
musicMagpie’s (MMAG’s) H124 results reflected several strategic decisions taken by the management team to improve profitability and cash generation.…
SDCL Energy Efficiency Income Trust (SEEIT) recorded a 9% increase in cash from investments in FY24, generating £92.5m (FY23: £85.1m), ensuring…
Argent Industrial (Argent) is primarily a steel-based beneficiation group, bolstered by offshore investments in both existing and new ventures, and by…
MoneyHero has made a promising start to FY24, with robust levels of revenue growth in Q124 across several core markets and all product verticals. Investment…
Actinogen Medical announced that the prespecified biomarker subset analyses on stored plasma samples (n=72) from its previous Phase IIa XanADu study (n=185)…
On 26 June, Checkit announced that it did not intend to make a formal bid for Crimson Tide. Since Checkit’s original and revised all-equity proposals,…
The highlight of Severfield’s FY24 results was the 14% increase in underlying operating profit despite declining revenue. This gives a clue to the…
Under comprehensive new management, Société des Bains de Mer (SBM) is building on its continued success (newly reported record EBITDA of c €150m…
Henderson Far East Income (HFEL) is managed by Sat Duhra at Janus Henderson Investors, a global asset manager based in London. The trust’s dividend…
Following a review of Witan Investment Trust’s (WTAN’s) investment management arrangements, the boards of WTAN and Alliance Trust (ATST) have…
Pan American Silver (PAAS) recently held an investor day focusing on strategy, key projects, exploration, ESG and capital allocation. In this note we summarise…
OSE Immunotherapeutics has entered into a commercial and revenue sharing agreement with the Memorial Sloan Kettering Cancer Center (MSK), focused on chimeric…
In our last BB Biotech (BION) review note, published in May 2024, we noted that the biotech sector was eagerly awaiting some key milestones, the most important…
Electro Optic Systems develops advanced technology products and services for the global defence and space domains. Its core products include remote weapon…
Edison’s investment companies team recently published a review of Martin Currie Global Portfolio Trust (ticker: MNP), which is managed by Zehrid…
While the Berlin private rental market continues to be strong, Phoenix Spree Deutschland (PSD) has adapted its historical rent reversion strategy to the…
Newron hosted an investor day (25 June) featuring three key opinion leaders (KOLs) who highlighted evenamide’s unique mechanism at the site of pathology,…
Molten Ventures saw a stabilisation and recovery in portfolio valuations in H224, as well as a pick-up in realisation processes, with two agreed exits…
Patria Private Equity Trust (PPET) reported a modest 2.0% NAV per share total return in H124 (ending March 2024) as exit activity in private equity markets…
Datatec reported 6% revenue growth in FY24, with the backlog normalising after a period of tightness in the supply chain. Strong performances from Westcon…
Mytilineos recently announced a company name change to Metlen Energy & Metals. The decision to rebrand is in line with its strategy of establishing a strong…
Foxtons Group is London’s leading and most widely recognised estate agency. It operates from a network of around 60 interconnected branches offering…
CoinShares International (CS) är en pionjär och en väletablerad aktör i den framväxande och snabbväxande branschen för…
Verve (formerly MGI – Media and Games Invest) has announced the acquisition of Jun Group for €170m (US$185m), part funded by a €40m directed…
With the successful Samsung litigation now in the rear-view mirror, Nanoco’s focus will be fully on building the business as a developer, manufacturer…
The attractiveness of Telecom Plus’s (TEP’s) bundled utility proposition underpins the progress made in FY24, with record profits and customer…
On 12 June IP Group announced that Garrison Technology, one of its key deeptech holdings, is being acquired by US-based cybersecurity company Everfox (formerly…
Basilea Pharmaceutica has announced an asset purchase agreement with the Glioblastoma Foundation for lisavanbulin (BAL101553), the remaining drug candidate…
Amoéba has achieved promising results for the use of its amoeba-based active ingredient in skincare cosmetics in a series of lab and human volunteer…
The Platform Group, based in Düsseldorf, Germany, provides platform solutions that bring together suppliers and customers, both B2B and B2C, in the…
Singapore Post is the national postal service provider in Singapore and provides domestic and international postal and courier services. However, its main…
Ibersol is responding well to the ‘unexpected challenge’ of the late 2022 disposal of its Burger King operations (22% of FY22 EBITDA) with…
Filtronic’s year-end trading update confirmed that it expects to report FY24 revenue and adjusted EBITDA ahead of our forecasts. Trading in H2 benefited…
The European Medicines Agency (EMA) has approved Cereno Scientific’s Clinical Trial Application (CTA) for CS014, a novel HDAC inhibitor with epigenetic…
Severfield’s FY24 results demonstrate robust profit growth despite declining revenue, and management highlighted the positive outlook in its key…
Mendus recently presented positive data from two ongoing clinical studies, ADVANCE II and ALISON, at the EHA and ESMO conferences, respectively. While…
Games Workshop Group’s FY24 trading update provided a nice surprise on the revenue side, broadly equally split between core and licensing, and an…
Lowland Investment Company (LWI) aims to give investors a higher-than-average return with growth in both capital and income over the medium to long term…
Intralot reported good underlying revenue growth in Q124, offset by broad-based unfavourable foreign exchange translation effects and some phasing. Our…
The third and final panel at the inaugural Edison Growth Conference 2024 covered decarbonisation. The need to fund the decarbonisation of the global economy…
Vietnam Enterprise Investments (VEIL) is an investment company aiming to achieve medium-to-long term capital growth by investing in the equity securities…
The second panel at the inaugural Edison Growth Conference 2024 was titled ‘2024 – the year of M&A?’ After a two-year bear market, where…
CoinShares International (CS) is a pioneer and a well-established player in the nascent, high-growth digital asset industry. The company recently introduced…
The first panel at the inaugural Edison Growth Conference 2024 explored disruptive technology and AI. AI is certainly the fastest and possibly one of the…
Get the lowdown from Edison’s Milosz Papst on this investment trust which aims to achieve long-term capital growth through investing in equity, loans…
Cordel’s new customer win in the Middle East expands its global customer footprint, providing further validation of the company’s product market…
Dar Global’s latest luxury branded residential project, its first with Aston Martin, fits well with its strategy and follows its other recent announcements…
Impact Healthcare REIT’s Q124 update showed a continuation of the positive trends that contributed to the strong FY23 performance. Rental growth…
Card Factory (CARD) is aiming to become the leading omnichannel retailer of greeting cards, gifts and celebration essentials in the UK as well as select…
Picton Property Income’s 6% increase in the rate of quarterly DPS from Q423 demonstrates an increasing confidence in the outlook for organic income…
Card Factory is aiming to become the leading omnichannel retailer of greetings cards, gifts and celebration essentials in the UK as well as select international…
Researchers in China studying IRLAB’s lead asset, mesdopetam (IRL790) in a preclinical model for levodopa-induced dyskinesia in Parkinson’s…
VietNam Holding (VNH) is an investment company that holds a concentrated high-conviction portfolio of Vietnamese stocks. In this interview, Craig Martin,…
HgT is a private equity company, which invests in leading, profitable, unquoted European mid-market businesses with an international footprint, offering…
Since our initiation note in January, NioCorp has 1) raised c US$7.6m in debt and equity instruments, 2) de-listed from the Toronto Stock Exchange, 3)…
Norcros’s FY24 results highlight its resilience in the face of tough markets, but we continue to believe that the outlook is improving in both of…
Custodian Property Income REIT (CREI) has published results for the year ended 31 March 2024 (FY24). As previously indicated in the Q424 update, set against…
International Public Partnerships is an infrastructure investment company, which listed in 2006. It invests in a diversified portfolio of global public…
Oryzon Genomics has reported positive interim data from the Phase Ib FRIDA study, evaluating iadademstat in combination with gilteritinib in advanced acute…
abrdn Asian Income Fund is an investment company that offers the prospects of both capital and income growth and could be considered as a core offering…
Get the lowdown from Edison’s Martyn King on this UK investment trust targeting long-term growth opportunities, and growing dividends, from across…
S&U’s Q125 trading update disclosed increased pressure as the company steers cautiously through the changing regulatory landscape. The payment rate…
Northern Data has announced a number of initiatives that underline management’s commitment to be at the forefront of AI and high-performance computing…
In this webinar, OSE Immunotherapeutics joins key opinion leaders Dr Stephen Liu, associate professor and director of Thoracic Oncology at Georgetown University…
Martin Currie Global Portfolio Trust (MNP) has been managed by Zehrid Osmani since October 2018. He runs a high-conviction, relatively concentrated portfolio…
In this note we examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior to the release of its full-year…
In a difficult trading environment, with customers in the largest target market in a digestion phase after widespread supply chain disruption, discoverIE…
Nano Dimension’s Q124 results confirmed that the Reshaping Nano initiative has made good progress, with significant reductions in operating costs…
During the webinar, Sat Duhra, portfolio manager on the Asia ex Japan Equity Team at Janus Henderson Investors, discussed Henderson Far East Income’s…
Mendus is a clinical-stage immuno-oncology company focused on the development of off-the-shelf therapies for haematological and solid tumours. The company…
Edison has recently published a note on The Bankers Investment Trust (BNKR), which offers investors a one-stop shop for global equity exposure, with a…
Premier Miton Global Renewables Trust (PMGR) is an investment trust listed on the London Stock Exchange, focused on investing in companies operating in…
OSE Immunotherapeutic’s FY24 has started off with a series of major wins, significantly bolstering the company’s clinical pipeline and liquidity.…
AUSTRIACARD reported adjusted revenue growth of 1.4% for Q124, reflecting comparison to a particularly strong Q123. Better sales mix and good control over…
Altron’s FY24 results confirmed good progress with its strategic plan, with headline EPS from continuing operations up 36% y-o-y and well ahead of…
ICL Group is a global specialties-driven minerals company. It targets leadership in the bromine, phosphate and fertiliser markets, and is recognised…
Edison’s investment companies team recently published a review of Worldwide Healthcare Trust (ticker: WWH), which is managed by Sven Borho and…
Checkit has announced a formal approach to the board of Crimson Tide, an AIM-listed provider of workflow management software, regarding a possible all-share…
Invesco Asia Trust (IAT) posted a one-year NAV total return (TR) to end-May 2024 of 3.8%, below its benchmark return of 8.7%, as some of IAT’s Chinese…