reports
- 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
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 ...
Redx Pharma: 2 directors
A director at Redx Pharma bought 59,614 shares at 21p and the significance rating of the trade was 55/100. 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 clearly showing...
Redx Pharma Plc Shares now trading on JP Jenkins
JP Jenkins Ltd Redx Pharma Plc Shares now trading on JP Jenkins 01-May-2024 / 07:03 GMT/BST The issuer is solely responsible for the content of this announcement. 1st May 2024 JPJ: REDX ISIN: GB00BSNB6S51 Redx Pharma Plc Shares now trading on JP Jenkins Alderley Park, 1st May 2024 - Shares in Redx Pharma Plc (“Redx”) (/) have been admitted to trade on JP Jenkins share dealing platform. Redx is based at Block 33 Mereside, Alderley Park, Macclesfield, England, SK10 4TG and is registered as a company in England and Wales under Companies House, company number 07368089....
- Colin Smith
Avacta Group - FY23 results, Chris Coughlin appointed CEO
Avacta reported results for FY23 but more importantly announced the appointment of Christina Coughlin as CEO wef 1 May, replacing Alastair Smith who is stepping down today. FY23 results were better than consensus at the EPS level. Net cash ended the year at £16.6m, as previously disclosed, which has since been bolstered by the £31m gross equity raise enabling Avacta to fund the AVA6000 programme through Phase 2 clinical trials, as well as advancing other candidates in its pre|CISION™ and Affime...
Hybridan Small Cap Feast - 30 April 2024
30th April 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: Wincanton (WIN.L) has left the Premium list of the Main Market Byotrol (BYOT.L) has left the AIM Market What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admis...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta Lighthouse: Avacta
Trinity Delta view: Prioritisation of the Therapeutics division continues, with Christina Coughlin’s appointment as CEO (having been on the Board since March 2022 and Head of R&D since February 2024). Once the Diagnostics division has been divested, Avacta will become a fully focused biotech company. This strategy is underpinned by the proprietary pre|CISION platform, and lead peptide drug conjugate AVA6000. Completion of the two-weekly safety study and progression into dose expansion cohorts du...
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 ...
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 / 11:00 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 James Bartholomew City of registered office (if applicable) London Country of registered office (if applicable) United Kingdom 4. Details of the shareholder Ful...
R.E.A. Holdings plc: Notification of Major Holdings
R.E.A. Holdings plc (RE.) R.E.A. Holdings plc: Notification of Major Holdings 16-Apr-2024 / 07:00 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 Emba Holdings Limited City of registered office (if applicable) London Country of registered office (if applicable) England 4. D...
R.E.A. Holdings plc: Total voting rights
R.E.A. Holdings plc (RE.) R.E.A. Holdings plc: Total voting rights 15-Apr-2024 / 09:15 GMT/BST R.E.A. Holdings plc ("REA" or the "company") Total voting rights Further to the announcement on 18 March 2024 of the declaration of a dividend in respect of all of the outstanding arrears of dividend on the group’s 9 per cent cumulative preference shares (the “preference shares”), REA today confirms that payment of such dividend was made in full on 15 April 2024. Accordingly, there are no longer arrears of dividend outstanding on the preference shares and, pursuant to their terms, ...
- Colin Smith
Avacta Group - AACR update
As pre-announced, Avacta has presented the results of the 3-weekly P1 Arm 1 study of its AVA6000 lead clinical asset, based on the pre|CISION™ drug development platform at the American Association for Cancer Research's annual general meeting. The update does not cover progress on the ongoing 2-weekly dosing study which is underway, and Avacta confirmed current guidance on timing including being on track to begin the dose expansion study in 2H24. There are compelling updates on the progress repor...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta Lighthouse: Avacta
Trinity Delta view: The proprietary pre|CISION platform is key to Avacta’s investment case, hence updated data that continue to support key hypotheses for AVA6000 are reassuring. Future efficacy data from studies planned to start in H224 will be key, and could also help to more broadly validate pre|CISION. The recent £31.1m fundraise (March 2024 Lighthouse), which provides a cash runway of c 24 months ie into early 2026, will be used to advance the therapeutics pipeline, in particular AVA6000, a...
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 ...
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