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

Duke Capital - Initiation - Making high returns supporting SMEs

Duke Capital provides long-term hybrid capital finance to lower-middle market SMEs in a business model unique in the UK. Duke earns an attractive 12%-14% cash yield on initial investment generating reliable cash revenue of c£30m pa, with multiple upside kickers which have generated high returns on recycled investment. Despite increasing returns over WACC, Duke is trading at a discount to its historic rating, which we believe represents a significant opportunity for investors. The company has ju...

Colin Smith
  • Colin Smith

Craneware Group | Positive AGM Update

Craneware has released a positive update ahead of the AGM today and announced changes to the Non-Executive Directorate. The company confirmed that the positive momentum seen in FY24 has continued into the current year. Craneware reiterated its confidence in achieving growth acceleration over the near term. The FY24 results confirmed that the full benefits of the transition to the cloud based Trisus platform are beginning to shine through which then prompted us to raise our forecast for revenue ...

Sarah Godfrey
  • Sarah Godfrey

All Change? Investing in a Year of Global Elections

This year has been an extraordinary one for the global electorate, with more than half the world's population going to the polls in elections in 50 countries from Algeria to Venezuela. With the US Presidential election on 5 November now only a week away, all eyes are on the world's largest economy, where fireworks are widely expected in a contest with only one certain outcome: a different president from the incumbent Joe Biden. Meanwhile, the UK's new Labour government – which has arguably faile...

Colin Smith
  • Colin Smith

Seplat Energy: 9M24 results – Quarterly dividend hiked 20%

Seplat continued to deliver a strong operating performance in FY24 with 9M24 underlying revenue up 6% on roughly flat production. That was reflected in cash generation, with a further significant reduction in net debt to US$270m. ANOH start-up has been delayed to 1H25 but this is far outweighed by Ministerial consent for the transformational MPNU transaction which is now progressing towards completion. Production guidance was narrowed to 46kboed-50kboed with an unchanged mid-point of 48kboed and...

Colin Smith
  • Colin Smith

Galliford Try | FY24 results – top end results, distributions hiked

Another set of results, another beat to expectations. After a particularly strong 2HFY24 performance, Galliford Try beat the top end of consensus expectations for revenue and nearly did the same for adjusted profit before tax, notwithstanding hefty upgrades following the positive FY24 trading update. The strength of the performance was underscored by a 48% hike in the dividend for the year to 15.5p, more than 20% above the top end of consensus, together with the announcement of a further £10m sh...

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