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

Galliford Try | 1HFY25 Update – Trading ahead of expectations

Galliford Try has released a trading update on its 1HFY25 performance to December which continues to demonstrate the strong progress the company is making towards the 2030 targets it announced last May. Trading is ahead of the Board's expectations and it expects revenue and PBT to be at the upper end of current market forecasts. Consensus estimates were upgraded significantly post the FY24 results with the current upper end of the ranges for revenue and PBT currently standing at £1,835m and £35....

Colin Smith
  • Colin Smith

Craneware Group | 1HFY25 update – double digit growth

Craneware has released a positive update on its 1HFY25 results to the end of December, ahead of their publication which is expected to be on 11 March 2025. Management note another period of positive trading with double-digit growth of c10% in revenue to over US$100m and a similar increase in adjusted EBITDA to US$30.3m. The pace of growth in Annual Recurring Revenue (ARR) has increased to 3% and Net Revenue Retention was above 100%. Sales included the first major customer contract secured via th...

Sarah Godfrey
  • Sarah Godfrey

BlackRock Energy & Resources Income | Fuelling the future with flexibl...

BlackRock Energy and Resources Income Trust (BERI) has posted solid NAV and share price total returns in the financial year ended 30 November 2024, outperforming both its AIC peer group and the average for the investment trust universe. BERI – historically a blend of traditional energy and mining stocks – broadened its remit in 2020 to include energy transition plays, with neutral positions of 30% each in conventional energy and energy transition, and 40% in mining. At end-FY24, exposures were b...

Colin Smith
  • Colin Smith

Seplat Energy - MPNU Completion: Management call feedback

Seplat completed its transformational acquisition of MPNU last week more than doubling production to 120kboed and nearly doubling 2P reserves to 0.9bnboe. The payment on completion of US$672m was funded from existing and new facilities without any new equity. Management highlighted the multiple improved operational and financial metrics resulting from completion and addressed concerns in the market, most notably the reinvestment potential into what has been a well run but cash starved business, ...

Sarah Godfrey
  • Sarah Godfrey

Supermarket Income REIT | Initiation of Coverage: Bagging a bargain

Supermarket Income REIT (SUPR) is a specialist property fund that seeks to achieve attractive levels of defensive, long-dated income from a portfolio of grocery stores, mainly in the UK although a recent move into France has provided diversification. While supermarket operators' margins have been squeezed in the recent period of higher inflation, market growth remains solid, and consumers are beginning to trade back up to more premium products as they see their wages rise and price increases mod...

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