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LPE Research is a new independent equity research firm offering research on demand to fund managers. 

We believe our independent equity research on demand model dedicated to fund managers is the future, that our disruptive equity research on demand model will save money and addresses fund managers real needs, that fund managers should pay only for the equity research they need and if it creates value for them. And we ambition to become fund managers primary outperformance partner.

Our equity research services on demande services are:
- Stock conviction: independent reports
- Stock checking: on demand financial analysis
- Stock coverage: alert and coverage of specific companies
- Stock ideas (to come): list of investment opportunities

Julien Onillon
  • Julien Onillon
EUR 500.00
SII Societe Pour L'...

SII: One year ahead of expectations

We were cautious. We were afraid that the turnaround of the engineering and technology consulting group (ETC) would take time because of its exposure to aerospace and transportation. The recovery has been spectacular. Overall demand for engineering consulting in France has returned to its pre-crisis level and the group has continued to show exceptional growth in Poland. Most importantly, over the past 12 months, the company has managed to report earnings comparable to 2019!

SII SOCIETE POUR L'INFORMATIQUE INDUSTRIELLE
06/11/21 June 11, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ALERS Eurobio-Scienti...

Eurobio Scientific: Towards 100 million euros of net cash at the end o...

A few weeks ago, the leading independent distributor of PCR tests in France reported record results for its fiscal year 2020, but as expected the company was cautious for the current year. As vaccination progresses rapidly among the French population, the need for PCR testing will become much less strong and the company's sales will decline. Nevertheless, as at today, COVID's activity remains high and the company continues to generate significant cash flow, with net cash expected to be clo...

ALERS EUROBIO-SCIENTIFIC SA
06/07/21 June 7, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
BOOST BOOSTHEAT SAS

Boostheat: Capital increase to avoid default

A little less than a year ago, Boostheat's Chief Innovation Officer and co- founder, left the company. Today, the second co-founder, the CEO was let go. One would have thought that with nearly 15% of the capital he could have kept his position but Holdigaz, which holds nearly 32% of the capital, must have decided otherwise. We can understand the Swiss gas distributor. Holdigaz has already lost millions of euros with Boostheat, and will have to recapitalize the company to avoid losing its e...

05/18/21 May 18, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ESI ESI GROUP SA

ESI Group: Recovery but uncertain growth

At the beginning of the Covid crisis, ESI's management was very confident in its prospects and had not touched its costs much, convinced that it was on a good growth trajectory. In the end, the group's turnover will fall by more than 9% in 2020 and the company will decide to reduce its expenses. This allowed the company to remain profitable and to post results that were slightly better than we expected (a drop of only 52% in operating profit). This was the right thing to do but the group d...

04/15/21 April 15, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ALHRG HERIGE SA

Herige: The visible effects of a slow and deep restructuring

Like many others, the building materials distributor in western France has been hit hard by the lockdown and the Covid crisis. In 2020, its turnover contracted by nearly 5% on a like-for-like basis. However, the crisis and this downturn did not prevent Herige from recording an increase of more than 40% in its net income. This very good performance is not exceptional but the result of a slow and profound restructuring of the company.

04/08/21 April 8, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
SII Societe Pour L'...

SII: One year ahead of expectations

We were cautious. We were afraid that the turnaround of the engineering and technology consulting group (ETC) would take time because of its exposure to aerospace and transportation. The recovery has been spectacular. Overall demand for engineering consulting in France has returned to its pre-crisis level and the group has continued to show exceptional growth in Poland. Most importantly, over the past 12 months, the company has managed to report earnings comparable to 2019!

SII SOCIETE POUR L'INFORMATIQUE INDUSTRIELLE
06/11/21 June 11, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ALERS Eurobio-Scienti...

Eurobio Scientific: Towards 100 million euros of net cash at the end o...

A few weeks ago, the leading independent distributor of PCR tests in France reported record results for its fiscal year 2020, but as expected the company was cautious for the current year. As vaccination progresses rapidly among the French population, the need for PCR testing will become much less strong and the company's sales will decline. Nevertheless, as at today, COVID's activity remains high and the company continues to generate significant cash flow, with net cash expected to be clo...

ALERS EUROBIO-SCIENTIFIC SA
06/07/21 June 7, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
BOOST BOOSTHEAT SAS

Boostheat: Capital increase to avoid default

A little less than a year ago, Boostheat's Chief Innovation Officer and co- founder, left the company. Today, the second co-founder, the CEO was let go. One would have thought that with nearly 15% of the capital he could have kept his position but Holdigaz, which holds nearly 32% of the capital, must have decided otherwise. We can understand the Swiss gas distributor. Holdigaz has already lost millions of euros with Boostheat, and will have to recapitalize the company to avoid losing its e...

05/18/21 May 18, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ESI ESI GROUP SA

ESI Group: Recovery but uncertain growth

At the beginning of the Covid crisis, ESI's management was very confident in its prospects and had not touched its costs much, convinced that it was on a good growth trajectory. In the end, the group's turnover will fall by more than 9% in 2020 and the company will decide to reduce its expenses. This allowed the company to remain profitable and to post results that were slightly better than we expected (a drop of only 52% in operating profit). This was the right thing to do but the group d...

04/15/21 April 15, 2021 4 EN
Julien Onillon
  • Julien Onillon
EUR 500.00
ALHRG HERIGE SA

Herige: The visible effects of a slow and deep restructuring

Like many others, the building materials distributor in western France has been hit hard by the lockdown and the Covid crisis. In 2020, its turnover contracted by nearly 5% on a like-for-like basis. However, the crisis and this downturn did not prevent Herige from recording an increase of more than 40% in its net income. This very good performance is not exceptional but the result of a slow and profound restructuring of the company.

04/08/21 April 8, 2021 4 EN

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