Park Plaza Hotels

Continued strength

Flash note | Travel & Leisure | 08/02/2012

Park Plaza has impressively bucked industry slowdown with maintained like-for-like double-digit RevPAR growth in Q4. Consequently, full-year results (due…

Thales

A tricky year navigated

QuickView | Aerospace & Defence | 08/02/2012

Thales’ full year revenues and order intake aptly demonstrate the dichotomy of defence spending pressures and a buoyant civil aerospace market. With…

Brady

Growing energy footprint

Update | Technology | 07/02/2012

In its largest acquisition to date, Brady is purchasing Navita Systems for £17.1m. It is also raising £16.7m (net) through a share placement…

Gasol

African LNG optimisation

Outlook | Oil & Gas | 07/02/2012

Gasol’s strategy, updated in 2011, is to monetise stranded gas assets in Nigeria and around the Gulf of Guinea and to seek additional routes to optimise…

Allocate Software

A game of two halves

Update | Technology | 06/02/2012

Allocate substantially solidified its position in H1. It now supplies 45% of all NHS trusts, all of the Australian army and is a market leader in the Australian…

Helius Energy

FY11 in line

Update | Alternative Energy | 06/02/2012

2011 was a year in which Helius reshaped its business, reducing costs and strengthening the balance sheet. 2012 should see a move towards commercial operation…

TiGenix

Cells and marketing

Outlook | Pharmaceutical & Healthcare | 06/02/2012

TiGenix’s stem cell therapy, Cx601, is entering Phase III to treat perianal fistulas. Relapsed or Remicade-unresponsive Crohn’s patients have…

AB Science

Improving masitinib outlook

QuickView | Pharmaceutical & Healthcare | 06/02/2012

AB Science’s (AB) investment case is dependent on the successful development of masitinib. Impressive Phase II results showing that the tyrosine…

Agennix AG

Sepsis trial stopped

Update | Pharmaceutical & Healthcare | 03/02/2012

Agennix has stopped the Phase II/III OASIS trial, following the advice of the study Data Safety Monitoring Board (DSMB). It had observed that the 28-day…

MagForce

Nanomedicine player

QuickView | Pharmaceutical & Healthcare | 03/02/2012

MagForce is aiming to raise €4.5m through a shareholder rights issue to support the next phase in commercialising its NanoTherm therapy. NanoTherm…

Sangamo BioSciences

Genome editor

QuickView | Pharmaceutical & Healthcare | 03/02/2012

Sangamo shares gained 21% following the announcement of a significant deal with Shire to research novel approaches to treat haemophilia and other monogenic…

Wits Gold

Cheap acquisition

Update | Mining | 03/02/2012

Since the arrival of CEO Philip Kotze on 1 August 2011, Wits Gold has redefined its strategies on exploration and project building to include acquisitions.…

Amur Minerals Corporation

District scale nickel?

Outlook | Mining | 03/02/2012

While Amur pursues final approval for its Kun-Manie mining licence with the Russian authorities, recent exploration results achieved over its lease area…

Slater & Gordon

Common law partners

Update | Consumer Support Services | 03/02/2012

Slater & Gordon (SGH) is poised to enter the UK consumer legal marketplace with an agreement to acquire the prominent and complementary law firm Russell…

Lo-Q

Virtual queuing innovator

Outlook | Technology | 03/02/2012

Lo-Q has established an attractive niche with its virtual queuing solutions. New product launches broaden the addressable market beyond theme parks and…

Newmark Security

International potential

Review | Industrial Support Services | 03/02/2012

Newmark continued to be affected by tough trading conditions in H1 but sees scope for a stronger second half. The long-awaited SATEON has been launched…

ProMetic Life Sciences

Revenue receipts roll in

Update | Pharmaceutical & Healthcare | 03/02/2012

Confirmation of near-term purchase orders and service revenues from key customers means that ProMetic Life Sciences has improved visibility on near-term…

Mondo TV

Tough times

Update | Media & Entertainment | 03/02/2012

Mondo TV made good progress in 2011, operationally and financially, but economic headwinds have prompted management to revise its business plan for 2012-13.…

Walker Greenbank

Amazing year

Update | General Industrials | 03/02/2012

Walker Greenbank has experienced an amazing year, with progress in all aspects of group operations despite the severe UK consumer trading climate. The…

Avon Rubber

Filtering opportunities

Update | Aerospace & Defence | 03/02/2012

Avon’s IMS not only shows that the business continues to deliver despite the wider climate, but that the strategy to expand product lines and end…

Mattioli Woods

Investing for growth

QuickView | Financials | 02/02/2012

Given the uncertainty of the investment outlook during the second half of 2011, client activity has been muted in the current period. Mattioli Woods (MTW)…

Matchtech Group

All eyes on perm

Update | Consumer Support Services | 02/02/2012

Matchtech’s H112 trading update outlines very good progress at the Net Fee Income (NFI) level, up 25% over H111, with the headcount increases needed…

Algeta

Flesh on the bones

Update | Pharmaceutical & Healthcare | 02/02/2012

Further data from the interim analysis of the Phase III ALSYMPCA study have confirmed Alpharadin’s ability to delay patient development of most skeletal-related…

Xcite Energy

Clear path to first oil

Update | Oil & Gas | 02/02/2012

The last two months have seen Xcite carve out a route to first oil from Bentley in 2012 that can be fully equity funded and without need for FDP approval.…

Dillistone Group

FY11 trading was in line

Update | Technology | 02/02/2012

Dillistone has released an in-line trading update, despite the weak economic backdrop, with bigger than average orders from several customers compensating…

African Barrick Gold

27% discount to peers

Update | Mining | 02/02/2012

On 27 January, African Barrick (ABG) announced a four-fold increase in resources at its 100% owned Nyanzaga Project (comprising the Tusker and Kilimani…

Orexo

Unlocking Abstral’s value

QuickView | Pharmaceutical & Healthcare | 01/02/2012

Orexo’s shares slipped 11% on news that a preclinical stage collaboration with J&J in arachidonic acid research has been terminated. While scrapping…

Scottish Oriental Smaller Companies Trust

Strength from longevity

Review | Investment Companies | 01/02/2012

Scottish Oriental Smaller Companies Trust (SST) has outperformed both its peers and benchmark, more than doubling in the last five years. Its strength…

Brewin Dolphin

IMS

Update | Financials | 01/02/2012

In its first quarter to end December interim management statement, BD announced good overall trends in assets managed (up from £24 to £24.9bn…

Byotrol

Good news beats bad

Update | Basic Industries | 01/02/2012

Byotrol’s trading update highlights real progress on new key business projects, overshadowing the short-term impact of revenues running some £1m…

SciSys

Looking to drive growth

Update | Technology | 01/02/2012

On 20 January SciSys released an in-line trading update in spite of the challenging backdrop. The group has recently announced several contracts that help…

Stobart Group

Moneypenny acquisition

Update | Industrial Support Services | 01/02/2012

Stobart announced its proposed acquisition of the Moneypenny portfolio for £12.35m on 17 January, as expected after the May 2011 equity fund-raising…

Fiberweb

Clear value attractions

Update | Basic Industries | 01/02/2012

Following a material disposal, the investment proposition is now more clearly growth oriented, although the rating for Fiberweb’s ongoing businesses…

Wynnstay Group

Ploughing ahead

QuickView | Food & Drink | 01/02/2012

Wynnstay, in our opinion, gives investors an opportunity to benefit from rising global demand for agricultural output, without the risk associated with…

Curis

Vismodegib approved

QuickView | Pharmaceutical & Healthcare | 31/01/2012

Curis has earned a $10m milestone from Genentech (Roche), following the FDA’s approval yesterday of Erivedge (vismodegib) for advanced inoperable…

SkyePharma

Two hurdles to jump

Update | Pharmaceutical & Healthcare | 31/01/2012

SkyePharma’s newly appointed CEO, the former finance chief Peter Grant, should be well placed to negotiate the refinancing of the group’s £83m…

Ashley House

Broader revenue base

Update | Property | 31/01/2012

A number of key messages emerge from the interim statement. The first, that new revenue streams are gaining momentum and will compensate for what should…

Red Rock Resources

Growing clarity

Update | Mining | 31/01/2012

Red Rock Resources has continued its transition in 2011 away from a holding company function towards an owner-operator one. As such, it begins 2012 with…

Infinity Pharmaceuticals

Pancreatic setback

QuickView | Pharmaceutical & Healthcare | 30/01/2012

Infinity saw a predictable 40% fall in its share price last week after discontinuing saridegib in pancreatic cancer following an adverse result in its…

Quercus Publishing

Building eBook sales

Update | Media & Entertainment | 30/01/2012

Quercus’s trading update shows rapid sales growth of both non-Stieg Larsson titles and eBooks. Later than expected promotion for English-language…

KBC Advanced Technologies

Trading update

Update | Technology | 30/01/2012

KBC’s full-year trading statement confirmed strong ongoing progress in consulting but slippage of a couple of software deals will result in 2011…

Pharmaxis

Now breathing easier

QuickView | Pharmaceutical & Healthcare | 30/01/2012

Pharmaxis enters 2012 in a promising position after a turbulent 2011. It raised c A$80m in November after the successful reversal, on appeal, of the negative…

Powerflute

Savon Sellu delivers

Flash note | Basic Industries | 30/01/2012

2011 was a year of solid trading supplemented by a material business disposal, leaving Powerflute with strong net cash. Clearly the company is in a good…

Augean

Performance & promise

Update | Industrial Support Services | 30/01/2012

Augean’s pre-close statement has both reassured and excited us. The core underlying performance is in line with expectations despite the economic…

GB Group

Strong FY12 third quarter

Update | Technology | 30/01/2012

GB Group today (30 January) released a positive statement for the nine months to 31 December 2011. With the aid of acquisitions (made between June and…

RPC Group

Sustained progress

Flash note | Basic Industries | 27/01/2012

Q3 profit was well up on levels of a year ago and in line with management expectations as Superfos operations and associated synergies continue to feed…

MediGene

Rapid facts expected

Update | Pharmaceutical & Healthcare | 27/01/2012

A dynamically designed clinical formulation study of MediGene’s rheumatoid arthritis project, RhuDex, has begun and should yield data around the…

PZ Cussons

All in a lather

QuickView | Basic Industries | 27/01/2012

Management warned that recent civil unrest in Nigeria, though good for the economy in the longer term, is likely to result in performance for the full…

MedicX Fund Limited

On track for 2012 growth

Update | Property | 26/01/2012

Last week’s IMS confirmed further investment, with acquisitions and new construction in Q1. The most recent portfolio valuation (end December 2011)…

Alkane Resources

Dubbo very robust

Update | Mining | 26/01/2012

Media attention concerning the rare earth group of elements has dragged negative sentiment towards Alkane’s flagship Dubbo Zirconia Project (DZP).…

Netcall

On track

QuickView | Technology | 26/01/2012

Netcall’s trading update indicates that the group is on track to achieve consensus growth estimates of 27% EPS growth to 1.9p, resulting in a prospective…

StatPro Group

A broad cloud transition

Update | Technology | 26/01/2012

StatPro plans to upgrade all its clients to cloud technology over the next few years. The sales team is accelerating its focus on Revolution while the…

Sirius Minerals

SM2 drill result

Update | Mining | 25/01/2012

Sirius Minerals has released preliminary core results for hole SM2, targeting the Fordon polyhalite seam at its York Potash Project. Based on the two polyhalite…

New City Energy Limited

Energy that works

Review | Investment Trusts | 25/01/2012

New City Energy (NCE) is a fund that invests globally in energy-related equities and fixed interest securities. It focuses on small- and mid-cap companies…

Ebiquity

Growth strategy delivers

Outlook | Media & Entertainment | 25/01/2012

Ebiquity’s strategy of building a worldwide marketing performance management business is reaping benefits, with the group reporting strong FY12 interim…

Zetar

Good H1, cooler H2

Update | Food & Drink | 24/01/2012

Zetar delivered a good H112 result with underlying sales growth of 7%. Further progress has been made in laying the groundwork for a much-improved quality…

4SC

Positive in SHELTER

Update | Pharmaceutical & Healthcare | 24/01/2012

Efficacy data from the Phase I/II SHELTER study of 4SC’s anticancer agent resminostat strongly back the compound’s potential in the treatment…

Optimal Payments

Banking on NETBANX

QuickView | Financials | 24/01/2012

Optimal Payments’ (OP) FY11 update confirms trading in line with expectations following strong second half growth and completion of the integration…

Lupus Capital

Up to best estimates

QuickView | Construction & Building Materials | 24/01/2012

A year end update confirmed that FY11results are expected to be up to best estimates. Evidence of business stability in still delicate building products…

Arbuthnot Banking Group

Secure Trust in detail

Update | Financials | 24/01/2012

We have published a detailed report on Secure Trust Bank (STB), with a product-by-product review of its organic opportunities. This review has led us to…

Secure Trust Bank

Go, baby, go

Outlook | Financials | 24/01/2012

As a bank with strong capital ratios and excess deposit funding, Secure Trust Bank (STB) is exploiting the vacuum created by the financial crisis in several…

Xaar

Chinese workforce resigns

Flash note | Electronics & Electrical Equipment | 24/01/2012

Xaar has announced that all nine staff at its office in China have resigned following a dispute over alleged unfair treatment of staff and Chinese customers.…

Next Fifteen Communications

FY12 off to a solid start

Update | Media & Entertainment | 24/01/2012

Next Fifteen announced in its trading update, released ahead of the company’s AGM, that it has made a solid start to the current financial year.…

Ablynx

The refined strategy

Review | Pharmaceutical & Healthcare | 23/01/2012

Ablynx is increasing its business development activities and focusing resources on the development of four of its clinical programmes. These activities…

Synta Pharmaceuticals

Funds to expand studies

Update | Pharmaceutical & Healthcare | 23/01/2012

Synta has closed a $28.6m (net) underwritten stock offering, extending its cash reach into 2013. The fund-raising comes as Synta is embarking on a significant…

Phytopharm

Backing for dual strategy

Review | Pharmaceutical & Healthcare | 23/01/2012

Positive preliminary data with Cogane in an amyotrophic lateral sclerosis (ALS) model should increase confidence in Phytopharm’s strategy to position…

Carador Income Fund

December fund report

Flash note | Investment Companies | 23/01/2012

Carador Income Fund (CIFU) has published its monthly report for December. The NAV total return for the month was 0.71% on the US dollar shares and 0.49%…

Goldplat

Kilimapesa gold pour

Update | Mining | 20/01/2012

Goldplat has announced it has poured first gold at its Kilimapesa gold mine in Kenya after successfully commissioning the elution plant that allows Kilimapesa…

Greenwich Loan Income Fund

More cash, more dividend

Outlook | Investment Companies | 20/01/2012

Greenwich Loan Income Fund (GLIF) is a closed-ended investment vehicle in the US mid-corporate senior secured debt market. In the past year it has been…

Xaar

Another nudge upwards

Update | Electronics & Electrical Equipment | 19/01/2012

Xaar’s full year trading update flags that strong demand from the ceramics market has once again driven a better than expected sales performance.…

BrainJuicer

Good Q4 trading

Update | Media & Entertainment | 19/01/2012

BrainJuicer’s normal seasonality makes Q4 trading crucial to delivering market expectations. Today’s trading update confirms another good Q4…

Augean

A new chapter

Flash note | Industrial Support Services | 19/01/2012

The Court of Appeal has rejected the challenge of the legal process in Augean’s Environmental Impact Assessment submitted as part of the decision…

Empresaria

Trading update

Update | Consumer Support Services | 19/01/2012

The group’s trading update outlines an improved H211 performance and full-year trading broadly aligned to market expectations. We have nevertheless…

DEO Petroleum

Funding key to core NAV

Update | Oil & Gas | 19/01/2012

An FPSO allows DEO to move towards a hub development structure that aims to lay a foundation for the company and allow it to unlock the potential of the…

African Barrick Gold

Q4 production results

Update | Mining | 19/01/2012

In the fourth quarter of 2011, ABG reported the production of 160,020oz of gold to bring its total for the year to 688,278oz. This is in line with guidance…

Valiant Petroleum

A balanced portfolio

QuickView | Oil & Gas | 19/01/2012

Valiant offers investors a company with a balanced portfolio of cash flow, exploration and operatorship. With existing production, Valiant is cash producing,…

IQE

Turning a corner

Update | Electronics & Electrical Equipment | 19/01/2012

IQE’s full-year trading update signals that profit will be slightly ahead of downgraded forecasts. Signs of demand stabilisation and positive progress…

4imprint Group

Strong growth continues

Flash note | Media & Entertainment | 18/01/2012

In its full-year trading statement, 4imprint reported strong revenue growth continuing into Q411. Group revenue for 2011 rose 10% (13% at constant currency),…

Hambledon Mining

Marked improvement

Update | Mining | 18/01/2012

Hambledon (AIM: HMB) has released an operational update for its Sekisovskoye gold mine in Kazakhstan. Of most significance is that initial production from…

Arian Silver

Drilling results

Update | Mining | 18/01/2012

Further to the release of drilling results last October, this week Arian released the assay results of an additional 15 holes and an IP survey that we…

Centaur Media

Caution and confidence

Update | Media & Entertainment | 18/01/2012

In the H1 trading update (13 January) Centaur reported rising EBITDA margins and 4% underlying revenue growth, and confirmed full year profit expectations.…

The Diverse Income Trust

Multi-cap income

Review | Investment Companies | 17/01/2012

The Diverse Income Trust (DIVI) was launched in April 2011. It targets stocks with a good and growing income since its manager, Gervais Williams (formerly…

IG Group

Leading from the front

QuickView | Financials | 17/01/2012

Net trading revenue and PBT (both excluding the discontinued sports operation) confirm earlier guidance of a strong performance. More volatile markets…

Deltex Medical

2013 upside potential

Update | Pharmaceutical & Healthcare | 17/01/2012

Deltex anticipates a transitional 2012 and 2013 as the NHS executive starts to use financial incentives to make modern surgical fluid management a routine…

Transgene

Coming of age

Outlook | Pharmaceutical & Healthcare | 17/01/2012

Transgene is an immunotherapy drug development company that could become a fully-integrated pharmaceutical company over the next five years. After many…

Cluff Gold

Q4 production report

Update | Mining | 17/01/2012

In the full year to December 2011, Cluff reported a 23.3% increase in ore mined, a 7.7% decrease in the stripping ratio and a 6.2% increase in ore processed…

Hybrigenics

Recruitment complete

Update | Pharmaceutical & Healthcare | 17/01/2012

Hybrigenics has already completed recruitment of its Phase II in severe psoriasis with inecalcitol, meaning that it now expects to report the results of…

Cyan Holdings

Chinese market update

Flash note | Electronics & Electrical Equipment | 17/01/2012

Cyan has won another initial lighting order in China, which could lead to follow-on orders through 2012. Cyan has more than 40 prospective and active lighting…

Evolva

One deal, more to come

Update | Pharmaceutical & Healthcare | 17/01/2012

Evolva has started 2012 with a deal and could sign a number of others this year. The new alliance is with Roquette to develop a new manufacturing method…

Photocure

Key transitional year

QuickView | Pharmaceutical & Healthcare | 16/01/2012

In H211, Photocure implemented a new commercial strategy for its bladder cancer imaging agent Hexvix/Cysview, transforming the potential of its business.…

Volex

Rising to the challenge

Update | Electronics & Electrical Equipment | 16/01/2012

New technical requirements on new product lines in a ramp-up phase have created manufacturing challenges though these should be bedded down by the year…

Brady

Strong growth in FY11

Update | Technology | 16/01/2012

Brady has released a healthy trading update this morning, which indicates that FY11 numbers will be slightly ahead of our forecasts, with headline revenue…

Psion

Earnings stability

Update | Electronics & Electrical Equipment | 12/01/2012

Psion’s full-year update indicates sales were slightly weaker than we had forecast, but earnings are in line. Nevertheless, we see the improvement…

Wilex

Cash bridge to ARISER

Update | Pharmaceutical & Healthcare | 12/01/2012

Wilex’s rights issue could bring in an extra €10m of cash before costs, providing crucial funds as a bridge to final data from the Phase III…

Basilea

Catalysts in view

QuickView | Pharmaceutical & Healthcare | 12/01/2012

The completion of the pneumonia data audit and confirmation of the timeline for Basilea’s European data filing of ceftobiprole brings the company…

Avesco Group

A bumper year ahead

Review | Media & Entertainment | 12/01/2012

Avesco is making excellent progress with better than expected FY11 results, a hefty dividend increase and a bumper FY12 in prospect, boosted by the Olympics.…

Idenix

Partial hold lifted soon?

QuickView | Pharmaceutical & Healthcare | 11/01/2012

Positive interim Phase IIb data for Idenix’s lead project, IDX184, should enable the FDA to remove a partial clinical hold, allowing inferferon (IFN)-free…

BioInvent

Decoded antibodies

Outlook | Pharmaceutical & Healthcare | 11/01/2012

BioInvent is developing a strong pipeline of four therapeutic antibodies – two in cardiovascular disease and two in cancer. Two are partnered with…

Arbuthnot Banking Group

Pre-close update

Update | Financials | 11/01/2012

With its pre-close statement Arbuthnot Banking Group (ABG) announced it could not reach agreement on an acceptable structure for a proposed joint venture…

South American Silver Corp

Hi-ho silver!

Outlook | Mining | 10/01/2012

South American Silver intends to enter the ranks of the world’s top silver producers by developing its Malku Khota (100%) silver-indium-gallium project…