Lhyfe: shortlisted under HAR2 in the UK

Yesterday during market hours, Lhyfe announced that two of its projects in the UK have been shortlisted under the UK government's Hydrogen Allocation Round 2 (HAR2), a public auction system supporting the production of low-carbon and renewable hydrogen. The two projects, Kemsley (80MW) and Wallsend

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 03/27/2025

Lhyfe : Confirmation of the road map

Beiersdorf 2025 guidance reiterated, despite poor Q1

Beiersdorf Q1 sales were above consensus at the group level and in line for the Consumer division. More importantly, despite poor Q1 momentum, which was expected, the group's management has reiterated its 2025 guidance. We confirm our Neutral recommendation and our PT as we have made no change to o

Waga Energy: a good FY24 performance

Although FY24 headline metrics were slightly below consensus at EUR55.7m (-6% vs cons. at EUR59.3m), Waga Energy has reported a lower-than-expected EBITDA loss of -EUR2.6m (vs cons. at -EUR6m). This was driven by operating leverage, improved gross margin and robust cost control. With 30 units in op

Valneva: Ixchiq approved in Brazil

Valneva announced that Brazil’s ANVISA has approved Ixchiq for adults >18 y.o., making it the first chikungunya vaccine approved in an endemic country. Strategically, while we expect limited sales contributions to Valneva from Brazil (upside to our base case made of the US/EU travellers market),