Zeus Capital

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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

Bob Liao ... (+2)
  • Bob Liao
  • Carl Smith
FDEV Frontier Develo...
TRU TRUFIN ... (+5)

Audio Note: UK video game sector - Market Recovery

In this audio note, Zeus’ Bob Laio summarises the investment case for the UK video game sector. Our analysis indicates that we will see an inflection in the video game market, where demand growth exceeds supply growth for the first time in five years in 2025.

FDEV FRONTIER DEVELOPMENTS
TRU TRUFIN
TM17 TEAM17 GROUP
TBLD TINYBUILD INC
WKS WINKING STUDIOS
17h / 16m 17h / 16m 1 EN
Bob Liao ... (+2)
  • Bob Liao
  • Carl Smith
SAAS MICROLISE GROUP...

Microlise Group (SAAS LN) - High quality growth - BUY

Microlise, the transport management software and hardware provider, has released results for the year to September showing strong ARR growth and no underlying impact from the October 2024 cyber-attack. With the cyber-attack now largely behind Microlise, we believe the Group is now well positioned to grow via new sales initiatives, international expansion and continued cross-selling, supported by increased product integration into the Microlise One platform. Zeus revenue forecasts are unchanged, ...

SAAS MICROLISE GROUP PLC
18h / 10m 18h / 10m 1 EN
Daniel Slater
  • Daniel Slater
HBR HARBOUR ENERGY ...

Harbour Energy (HBR LN) - Attractive dividend underpinned by diverse ...

Harbour recently released its 2024 results and hosted a capital markets update. The results were in line with the January trading statement, while the capital markets update provided longer term guidance for 2025-27, helping demonstrate how the existing portfolio can retain production and continue supporting the attractive dividend. We have now updated our model for the results and longer-term guidance.

HBR HARBOUR ENERGY PLC
18h / 13m 18h / 13m 1 EN
Daniel Slater
  • Daniel Slater
ITM.L ITM Power (ITM ...

ITM Power (ITM LN) - Engineering contract award - BUY

ITM has announced award of a plant engineering integration contract for EDF’s Tees Green Hydrogen project in the UK. This is associated with the 8MW capacity reservation (four Neptune 2 electrolyser units) announced in July 2024, with today’s engineering contract covering the integration of these units into the wider project. Tees Green Hydrogen has already secured a measure of UK government funding.

ITM.L ITM POWER (ITM LN)
03/27/25 March 27, 2025 1 EN
David Seers ... (+2)
  • David Seers
  • Paul Smith
1SN FIRST TIN PLC

First Tin (1SN LN) - Advancing high-margin tin projects towards produc...

First Tin has two advanced, low-cost, tin projects in safe jurisdictions offering enhanced security of supply. Against a backdrop of growing demand, geo-political uncertainty and conflict impacting supply, and a restricted pipeline of new projects, First Tin’s assets are well placed to plug the gap. Hosting the world’s 4th largest undeveloped tin resource outside China, First Tin offers near-term potential to supply tin to hungry markets in key economic areas. Once established, we believe there ...

03/27/25 March 27, 2025 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

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