Zeus Capital

RSS Feed

All research provided by Zeus is sponsored by the issuer and is therefore specifically exempt from the inducement rules. The research is therefore freely available to all Institutional Investors.

Zeus is an independent investment banking boutique, providing the highest quality advice to clients across a range of sectors and transactions. £3.6bn+ has been raised by Zeus as Sole or Joint broker and/or book-runner over the last four years. Our expertise enables us to guide companies through the often complex process of making acquisitions, selling a business, management buy-outs/ins and IPOs. Zeus acts as Nominated Adviser and Broker on public market admissions, along with offering continued support to AIM listed businesses.

Regulatory Information

  • Regulatory Status: Zeus Capital Ltd is authorised and regulated by the Financial Conduct Authority; approved as a Nominated Adviser and Broker by the AIM Market of the London Stock Exchange
  • ID Number: 224621

Daniel Slater
  • Daniel Slater
JOG Jersey Oil and ...

Jersey Oil & Gas (JOG LN) - UK government tax and licencing updates - ...

The UK government has announced a new tax regime to replace the Energy Profits Levy in 2030, and an updated licencing policy to facilitate new tiebacks to existing developments. While that means the EPL will remain in place until March 2030, we would expect that the long-term stability that this provides for UK fiscal terms, alongside the incentive for producers to expend CAPEX during the remaining EPL period, should underpin FID on JOG’s Buchan project in due course.

JOG JERSEY OIL AND GAS
17h / 38m 17h / 38m 1 EN
Andy Hanson
  • Andy Hanson
NXR NORCROS

Audio Note: Norcros - Outperforming despite end markets

In this audio note, Zeus’ Andy Hanson summarises the investment case for Norcros. No surprises in the interim results post the comprehensive trading update provided in mid-October following the announcement that the Fibo acquisition had received CMA clearance a few days prior.

22h / 55m 22h / 55m 1 EN
David Seers ... (+2)
  • David Seers
  • Paul Smith
AAU Ariana Resource...

Ariana Resources (AAU LN) - Kizilcukur drilling update - Corporate

Ariana today announces a drilling update at its Kizilcukur gold-silver project in Turkey. This is owned and operated by the Zenit Partnership (23.5% Ariana). Drill results served to extend and infill known mineralisation with the stand-out intervals of 4.9m grading 4.5g/t gold and 118g/t silver, 3.6m grading 2.9g.t gold / 78g/t silver and 1.9m grading 5.4g/t gold / 71g/t silver. The licence lies close to the Kiziltepe licence (Exhibit 1) where there stands a hungry CIL plant only ~20km away. The...

AAU ARIANA RESOURCES
23h / 39m 23h / 39m 1 EN
Andy Hanson ... (+2)
  • Andy Hanson
  • Carl Smith
ALT ALTITUDE GROUP

Altitude Group (ALT LN) - Resetting expectations - Corporate

Altitude has reported H1 results showing strong revenue growth of 17.6%, driven by the Merchanting division, steady adjusted EBITDA growth of 8.1% and broadly flat adjusted PBT. As previously discussed, the Group has a refreshed management team and strengthened strategy to drive sustainable, more profitable growth. In response to the strategic decision to set higher hurdle rates for future contracts and to softer-than-anticipated market conditions for Services described in the 7 November trading...

23h / 42m 23h / 42m 1 EN
Andy Hanson ... (+2)
  • Andy Hanson
  • Carl Smith
BOO Boohoo group Pl...

boohoo Group (DEBS LN) - Interim results – Marketplace transformation ...

Two years of transition can clearly be seen in Debenhams interim results with 30% of revenue now derived from marketplace. This asset light, cost light, high margin, cash generative model is a game changer in terms of the longer-term valuation. Whilst there is further work to be done, we see strong potential for the Group to deliver sustainable, profitable growth via its proprietary marketplace platform. Based on our forecasts, the shares trade on only 6.4x FY26 EV/EBITDA, falling to 5.2x in FY2...

BOO BOOHOO GROUP PLC
23h / 45m 23h / 45m 1 EN

ZEUS PODCAST: A Different Perspective podcast: Simon Young, Experience...

A Different Perspective podcast Nick Searle speaks to Simon Young, UK Fund Manager. An extremely experienced portfolio manager, Simon has focused on income mandates for many years. Following Cambridge University, Simon joined Mercury Asset Management which became Blackrock, and has also worked at Aviva and AXA Asset Management. Simon and Nick discuss Simon’s background and career progression, the appeal income mandates and cash generative companies and views on how macro headwinds will affect ...

10/11/22 October 11, 2022 1 EN

ZEUS PODCAST: A Different Perspective podcast: Hugh Hendry, The Acid C...

This week the legendary Acid Capitalist Hugh Hendry joins Nick for a truly different perspective. Previously at Baillie Gifford and Odey Asset Management Hugh’s Eclectica macro hedge fund was famously up 50% in 2003 and up 50% in the month of October in 2008. Monikered as a contrarian investor, Hugh certainly has some very different views as Nick runs through a tally of macro thoughts and themes.

09/14/22 September 14, 2022 1 EN

ZEUS PODCAST: A Different Perspective podcast: Richard Howarth

In this episode, Zeus' Nick Searle, Equity Sales Director, speaks to ex-hedge fund manager, Richard Howarth. Richard had a very successful career at Brewin Dolphin, Clerical Medical and Insight yet decided to retire six years ago as ‘money can’t buy you time’. Richard now lives in Switzerland skiing in the winter and climbing in the summer whilst continuing to invest in the markets. In A Different Perspective podcast, Nick Searle, Equity Sales at Zeus, speaks to interesting characters within f...

07/26/22 July 26, 2022 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch