reports
Warpaint London: 3 directors
A director at Warpaint London maiden bought 4,080 shares at 490p and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
Hybridan Small Cap Feast - 24 May 24
24th May 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 7th May: Time To ACT plc, an engineering business focused on technology for the energy transition sector, has announced its intention to seek Admission to t...
Volta Finance Limited - Net Asset Value(s) as at 30 April 2024
Volta Finance Limited - Net Asset Value(s) as at 30 April 2024 Volta Finance Limited (VTA / VTAS) – April 2024 monthly report NOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES ***** Guernsey, May 21th, 2024 AXA IM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for April 2024. The full report is attached to this release and will be available on Volta’s website shortly (). PERFORMANCE and PORTFOLIO ACTIVITY Dear all, Volta Finance recorded again a positive month in April...
- Mark Thomas
Volta Finance Limited (VTAS): Putting the discount into perspective
Volta’s share price discount to NAV (26%) is now back to the levels seen in the early stages of the pandemic. This appears anomalous with 6.3% total shareholder return in 1Q’24, the annualised cashflows in excess of 20%, the consensus outlook, as well as the structured debt finance and all investment company averages (11% and 6%, respectively). In our view, any discount reflects investor concerns that either the current NAV is unrealistic or that it cannot be achieved in the future. In this note...
Hardman & Co Research on Volta Finance Limited: Putting the discount i...
Hardman & Co Research Hardman & Co Research on Volta Finance Limited: Putting the discount into perspective 17-May-2024 / 12:15 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research | Closed End Investments Volta Finance Limited (VTAS) | Putting the discount into perspective Volta’s share price discount to NAV (26%) is now back to the levels seen in the early stages of the pandemic. This appears anomalous with 6.3% total shareholder return in 1Q’24, the annualised cashflows in excess of 20%, the consensus outlook, as well as the...
Hybridan Small Cap Feast - 15 May 24
15th May 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: 7th May: Time To ACT plc, an engineering business focused on technology for the energy transition sector, has announced its intention to seek Admission to trading on the Aquis Stock Exchange...
Hardman Talks Video | Surface Transforms (SCE): Placing
Hardman & Co Research Hardman Talks Video | Surface Transforms (SCE): Placing 14-May-2024 / 13:49 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman Talks Video | Surface Transforms (SCE) Surface Transforms placing On Thursday 9 May 2024, the management of Surface Transforms joined us on Hardman Talks to talk about the plans to raise money by a placing and the intended use of the proceeds. On the call were David Bundred, Chairman, Kevin Johnson, CEO, Isabelle Maddock, CFO, and Stephen Easton, who recently joined as Chief Operations Officer. ...
- Mike Foster
Surface Transforms (SCE): Open Offer
Surface Transforms (SCE) has announced the raising of £6.5m new equity and is launching an Open Offer to shareholders. It is raising capacity and quarterly revenue but has needed to address the two sets of production constraints it faced: scrappage and process-line pinch points. Pinch points have been much reduced through capital expenditure and expert maintenance teams. Major capital expenditure is ongoing and unaffected by the fund raise. The scrappage from the fast ramping up of volumes is re...
Hardman & Co Research on Surface Transforms (SCE): Open Offer
Hardman & Co Research Hardman & Co Research on Surface Transforms (SCE): Open Offer 09-May-2024 / 10:38 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on Surface Transforms (SCE): Open Offer Surface Transforms (SCE) has announced the raising of £6.5m new equity and is launching an Open Offer to shareholders. It is raising capacity and quarterly revenue but has needed to address the two sets of production constraints it faced: scrappage and process-line pinch points. Pinch points have been much reduced through capital expend...
Q&A on City of London Investment Group (CLIG): Funds under management ...
Hardman & Co Research Q&A on City of London Investment Group (CLIG): Funds under management boosted by positive inflows 07-May-2024 / 10:27 GMT/BST The issuer is solely responsible for the content of this announcement. Analyst interview | Investment Companies Q&A on City of London Investment Group | Funds under management boosted by positive inflows City of London Investment Group (CLIG) is the topic of conversation when Brian Moretta, analyst at Hardman & Co, joins DirectorsTalk Interviews. With CLIG recently announcing its third quarter FUM update Brian talks through Cit...
- Brian Moretta
- Mark Thomas
- Martin Hall
- Paul Mylchreest
The Hardman & Co Monthly: May 2024
Feature article: Is silver the cheapest asset on the planet? Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of uses. It’s not that well understood by investors and tends to get overshadowed by gold – but, perhaps, not for much longer. We think that the provocative title of this article is justified by silver’s attractive fundamentals. The “official figures” from the Silver Institute estimate that the silver market has been in deficit for the...
AVO ADVANCED ONCOTHERAPY
CLIG CITY OF LONDON INVESTMENT GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
VTAS VOLTA FINANCE (GBP)
STX SHIELD THERAPEUTICS
CSN CHESNARA PLC
HAT H&T GROUP
APAX APAX GLOBAL ALPHA
ICGT ICG ENTERPRISE TRUST
A0MXLB NB PRIVATE EQUITY PARTNERS
DUKE DUKE ROYALTY
- Robin Byde
Surface Transforms (SCE LN) - Fundraising to support volume production
Surface Transforms has announced a Placing and Subscription seeking £6.5m at 1p, combined with an Open Offer for up to £2m (before expenses). Proceeds will be used for working capital for existing operations and to support the manufacturing scale-up. We introduce summary estimates pending the outcome of the entire fundraising event (including the Open Offer) and the full outturn statement for 2023a due in late May. Our base case assumption is for revenue of £17.5m in 2024e (2023a: £8.3m); this c...
Volta Finance Limited - Director/PDMR Shareholding
Volta Finance Limited - Director/PDMR Shareholding Volta Finance Limited (VTA/VTAS) Notification of transactions by directors, persons discharging managerial responsibilities and persons closely associated with them NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES ***** Guernsey, 1 May 2024 Pursuant to the announcements made on 5 April 2019 and 26 June 2020 relating to changes to the payment of directors fees, Volta Finance Limited (the “Company” or “Volta”) has purchased 3,491 ordinary shares of no par value in the Company (“Ordinary Sha...
Hardman & Co Research on City of London Investment Group (CLIG): Posi...
Hardman & Co Research Hardman & Co Research on City of London Investment Group (CLIG): Positive inflows boost FUM 01-May-2024 / 11:58 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on City of London Investment Group (CLIG): Positive inflows boost FUM City of London has announced its FUM for 3Q’24. It was a positive quarter, with group FUM rising 5.5%, from $9.58bn to $10.10bn. The largest contribution came from a positive market backdrop: all the benchmark indices for CLIM strategies delivered positive returns over the...
- Brian Moretta
City of London Investment Group (CLIG): Positive inflows boost FUM
City of London has announced its FUM for 3Q’24. It was a positive quarter, with group FUM rising 5.5%, from $9.58bn to $10.10bn. The largest contribution came from a positive market backdrop: all the benchmark indices for CLIM strategies delivered positive returns over the quarter. The MSCI Emerging Markets net total return Index was up 2.1%, while the MSCI ACWI ex US Index increased 4.5%, giving positive market movements across the strategies. Perhaps more importantly, City of London delivered ...
R.E.A. Holdings plc: Annual report in respect of 2023
R.E.A. Holdings plc (RE.) R.E.A. Holdings plc: Annual report in respect of 2023 25-Apr-2024 / 07:00 GMT/BST R.E.A. HOLDINGS PLC (the company) ANNUAL FINANCIAL REPORT 2023 The company's annual report for the year ended 31 December 2023 (including notice of the AGM to be held on 6 June 2024) (the annual report) will shortly be available for downloading from . A copy of the notice of AGM will also be available to download from . Upon completion of bulk printing, copies of the annual report will be despatched to persons entitled thereto and will be submitted to the Nat...
R.E.A. Holdings plc: Notification of Major Holdings
R.E.A. Holdings plc (RE.) R.E.A. Holdings plc: Notification of Major Holdings 24-Apr-2024 / 12:00 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB0002349065 Issuer Name R.E.A. HOLDINGS PLC UK or Non-UK Issuer UK 2. Reason for Notification An event changing the breakdown of voting rights 3. Details of person subject to the notification obligation Name Arbuthnot Latham (Nominees) Limited City of registered office (if applicable) London Country of registered office (if applicable) Un...
Q&A on Arbuthnot Banking Group (ARBB) | 2023 results, strategic choice...
Hardman & Co Research Q&A on Arbuthnot Banking Group (ARBB) | 2023 results, strategic choices paying dividends 22-Apr-2024 / 15:49 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co analyst interview | Banks Q&A on Arbuthnot Banking Group (ARBB) | 2023 results, strategic choices paying dividends Arbuthnot Banking Group (LON:ARBB) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark discusses his recent research note highlighting Arbuthnot’s successful financial year, noting a significa...
- Robin Savage
R.E.A. Holdings plc: Notification of Major Holdings
R.E.A. Holdings plc (RE.) R.E.A. Holdings plc: Notification of Major Holdings 18-Apr-2024 / 11:10 GMT/BST TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GB0002349065 Issuer Name R.E.A. HOLDINGS PLC UK or Non-UK Issuer UK 2. Reason for Notification An event changing the breakdown of voting rights 3. Details of person subject to the notification obligation Name M&G Plc City of registered office (if applicable) London Country of registered office (if applicable) United Kingdom 4. Details ...
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