Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Colin Smith
  • Colin Smith

Seplat Energy | 1Q25 results – Dividend hiked 28% to USc4.6, QoQ

This was Seplat's first set of quarterly results including the acquired ExxonMobil offshore assets (SEPNU) for a full quarter. Revenue jumped 350% YoY, or by 220% excluding over/underlift on production up 167% to 132kboed, despite lower realisations, with a near sextupling in oil volumes lifted to 9.9mmbbl. That drove a tripling in profit before tax to US$207.4m, generating EPS of USc0.03 (1Q24 USc0.00). Strong cash flow generation saw a reduction in net debt to US$747.1m with leverage at 0.6x (...

Colin Smith
  • Colin Smith

AltynGold | FY24 results – a record year with more to come

AltynGold is a Kazakh based gold producer with current operations from its Sekisovskoye mine, where it has just completed a major expansion project. The company reported record results in 2024, generating a net profit of US$26.4m, up 133% YoY driven by increased production, higher realisations and lower unit costs. This year should prove even better with the company targeting a 30% plus increase in production to 50koz and as gold prices continue to strengthen. Besides growth from Sekisovskoye, A...

Colin Smith
  • Colin Smith

Tullow Oil | Kenya disposal on attractive terms

Tullow has announced the disposal of its Kenyan assets for US$120m plus potential future royalties and retains a zero-cost back-in right for 30%. The disposal should cut leverage by around 10%, further improving the chances of completing a successful refinancing while removing the drain on management time and cost involved in endeavouring to achieve a commercial development. We were carrying a de-minimis US$9m risked NAV10 worth 1p per share in our valuation for Kenya so the disposal is at a lar...

Colin Smith
  • Colin Smith

Tullow Oil | Initiation: Deleveraging targets well within sight

Tullow operates the Jubilee and TEN oil fields offshore Ghana and has just announced the sale of its Gabonese assets for US$300m. Current production and reserves are a substantial c55kboed and 165mmboe, including Gabon. Following a disciplined re-focusing of the business and the sale of its Gabonese assets, the company's de-leveraging targets of net debt under US$1bn and leverage under 1x are well within sight with further options to accelerate the process. Tullow has now returned to sustained p...

Colin Smith
  • Colin Smith

Polarean Imaging | Investor update presentation confirms thesis

Polarean held a presentation for investors to recap the investment thesis for its unique technology for visualising lung function and provide real life examples of its Xenon MRI imaging in both research and clinical use. Dr Alan Huang, recently appointed VP Global Sales, provided a positive update on the sales pipeline and process. Polarean reaffirmed existing guidance. However, while there was no new news, the presentation certainly helped demonstrate the enthusiasm with which Polarean's techno...

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