reports
Arbuthnot Banking Group: 1 director
A director at Arbuthnot Banking Group bought 116,000 shares at 900p and the significance rating of the trade was 67/100. 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 c...
Hybridan Small Cap Feast - 17 October 2024
* A corporate client of Hybridan LLP ** Potential means Intention to Float (ITF) has been announced, or it is a rumour ***Arranged by type of listing and date of announcement ****Alphabetically arranged Share prices and market capitalisations taken from the current price on the day of publication Dish of the day Admissions: None Delistings: None What’s baking in the oven? ITF announced:*** Potential** Initial Public Offerings: 30th September 2024: Applied Nutrition, the sports nutrition, health ...
- Brian Moretta
- Keith Hiscock
- Mark Thomas
- Martin Hall
Hardman & Co Monthly: October 2024
Feature article: Labour’s first Budget - Investors in their sights? Summary ► Budgets are always important for investors. ► The imminent Budget, at the end of October, will be doubly so, because it is the first from the new Labour government, and it has already signalled the need to fill an alleged £22bn black hole, while ruling out changes to more than half the tax base. That implies a lot of the pain will be felt by investors. ► This paper considers the impact of increases in rates for th...
- Brian Moretta
- Mark Thomas
- Martin Hall
Hardman & Co Monthly: September 2024
Feature article: The Tiktok generation are becoming “renegade” investors - How Gen Z’s investing habits differ from past generations As the landscape of investing evolves, a new generation is stepping onto the stage with fresh perspectives and unique approaches that are reshaping financial markets. At Hardman & Co, we’ve always been committed to understanding these shifts, and this month’s article delves into the rapidly changing ways in which Gen Z interacts with investment information and ma...
Q&A on Arbuthnot Banking Group (ARBB): 1H’24 results - multiple option...
Hardman & Co Research Q&A on Arbuthnot Banking Group (ARBB): 1H’24 results - multiple options to get the most from the franchise 06-Aug-2024 / 12:45 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) | 1H’24 results: multiple options to get the most from the franchise Arbuthnot Banking Group plc (ARBB) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. In this latest interview, Mark Thomas offers an in-depth analysis of Arbut...
- Mark Thomas
- Martin Hall
- Nigel Hawkins
Hardman & Co Monthly: August 2024
Feature article: Solid IICs, cash-consolidating REIFs Since the beginning of 2024, the share prices of Infrastructure Investment Companies (IICs) and Renewable Energy Infrastructure Funds (REIFs) have generally remained lacklustre, failing to recover from the losses experienced in 2023. A significant factor contributing to this trend has been the sharp rise in interest rates since 2021, which has negatively impacted the sector due to the increased yields on “risk-free” 10-year gilts. The recent...
- Mark Thomas
Hardman & Co Arbuthnot Banking Group (ARBB): 1H’24 - optimising the fr...
ABG’s 1H'24 results showed the group’s continued evolution to optimise its franchise value. 2023 saw the peak benefits from ABG’s relationship deposit franchise in the recent rising rate environment. Margins could be widened while still giving customers competitive products. 1H’24 profits fell £6m (-21% on 1H’23), as low-cost fixed deposits matured and rolled into higher-rate products. The effect was mitigated by i) strong growth in specialist lending, the result of a multi-year strategy, ii) gr...
Hardman & Co Research on Arbuthnot Banking Group (ARBB): 1H’24 - optim...
Hardman & Co Research Hardman & Co Research on Arbuthnot Banking Group (ARBB): 1H’24 - optimising the franchise value 30-Jul-2024 / 11:40 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on Arbuthnot Banking Group (ARBB) 1H’24: optimising the franchise value ABG’s 1H'24 results showed the group’s continued evolution to optimise its franchise value. 2023 saw the peak benefits from ABG’s relationship deposit franchise in the recent rising rate environment. Margins could be widened while still giving customers competitive prod...
- Mark Thomas
- Martin Hall
- Mike Foster
Hardman & Co Monthly: July 2024
Feature article: UK life sciences needs more local institutional support to survive. For two years running, the Hardman & Co Healthcare index has declined, underperforming both the FTSE 100 and the FTSE All-Share indices. This is quite unusual for healthcare stocks. Apart from the general economic influences, which have made institutions more risk-averse, there was a common knowledge that several companies were in need of additional working capital; so, share prices were marked down in anticipa...
- 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
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...
Hardman & Co Research on Arbuthnot Banking Group (ARBB): 2023 - delive...
Hardman & Co Research Hardman & Co Research on Arbuthnot Banking Group (ARBB): 2023 - delivering strategy with strong profit growth 08-Apr-2024 / 15:50 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on Arbuthnot Banking Group (ARBB): 2023 - delivering strategy with strong profit growth The saying goes, the proof of the pudding is in the eating. ABG’s 2023 results proved that the strategic positioning of the group, as a relationship bank, has created enormous value. Key highlights were i) PBT £47.1m (2022: £20.0m), ii) ope...
- Mark Thomas
Arbuthnot Banking Group (ARBB): 2023 - delivering strategy with strong...
The saying goes, the proof of the pudding is in the eating. ABG’s 2023 results proved that the strategic positioning of the group, as a relationship bank, has created enormous value. Key highlights were i) PBT £47.1m (2022: £20.0m), ii) operating income £178.9m (2022: £137.4m), iii) average net margin 5.7% (2022: 5.1%), iv) EPS +103% to 222.8p, v) total dividend for the year of 46p (2022: 42p), vi) net assets of £252.4m (2022: £212.0m), NAV per share of 1,547p (2022: 1,411p), vii) CET1 ratio of ...
- Brian Moretta
- Keith Hiscock
- Mark Thomas
- Martin Hall
- Yingheng Chen
The Hardman & Co Monthly: April 2024
Feature article: Steady as she goes, but could be better: A review of investment company liquidity since 2016 Liquidity is the lifeblood of equity markets. The measurement of liquid asset availability to a market or company is a way of gauging a market’s health. This article builds on our previous work, which analysed the liquidity data for non-financial trading companies, by applying the same analytical techniques to the investment companies (IC) space. We analyse liquidity for ICs as a whol...
- Mark Thomas
- Martin Hall
The Hardman & Co Monthly: March 2024
Feature article: Streamed content takes over…after the Great Correction of 2022 Streaming is a disruptive, content-led, subscription-based technology. Challenging all video distribution business models, it opens up global opportunities for a growing variety of content, including gaming and sport. The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported slowing subscriber growth. The slowdown in growth of subscribers led investors to refocus on ...
- Brian Moretta
- Mark Thomas
- Martin Hall
The Hardman & Co Monthly: February 2024
Feature article: 2023 was an annus horribilis for Quoted UK Infrastructure and Renewable Energy - Consolidation is the new mantra. The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and t...
- Mark Thomas
- Martin Hall
The Hardman & Co Monthly: January 2024
The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 52 constituents of the index are high-risk, still being in the development stage, with micro-capitalisations and a long way from profitability. Despite this, some companies can still make extremely...
Hardman & Co Q&A on Arbuthnot Banking Group: Strategic progress and in...
Hardman & Co Research Hardman & Co Q&A on Arbuthnot Banking Group: Strategic progress and investments towards ‘Future State 2’ 13-Nov-2023 / 15:40 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) | Strategic progress and investments towards ‘Future State 2’ Arbuthnot Banking Group (LON:ARBB) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. In this interview, Mark talks about how Arbuthnot Banking Group is progressing ...
- Brian Moretta
- Mark Thomas
- Martin Hall
- Mike Foster
- Paul Mylchreest
The Hardman & Co Monthly: November 2023
This month's feature article is entitled 'Gold and a Chinese Credit Event'. A Western phenomenon? If you own, or are considering owning, gold or gold equities, it’s likely that you’re concerned about protecting your wealth, or the performance of your fund, in the expectation of some kind of financial instability. Maybe your confidence in policymakers is ebbing, or you’ve researched debt bubbles in history and concluded that physical gold and silver have been the safest places to be invested whe...
Hardman & Co Research on Arbuthnot Banking Group (ARBB) Trading update...
Hardman & Co Research Hardman & Co Research on Arbuthnot Banking Group (ARBB) Trading update: taking ABG to the next level 24-Oct-2023 / 15:15 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research | Banks Arbuthnot Banking Group (ARBB) | Trading update: taking ABG to the next level In our view, the key takeaway from the recent 3Q trading statement is how ABG is progressing strategically towards its “Future State 2” plan. In particular, we note i) specialist SME finance divisions generating the ambitious balance sheet growth in t...
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