reports
Hybridan Small Cap Feast - 21 November 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? Reverse Takeover: 18 November 2024: Greatland Gold (GGP.L) has entered into an agreement with certain subsidiaries of Newmont...
- Martin Hall
Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Pro...
Shield is a commercial-stage pharma company delivering specialty products that address the needs of patients with iron deficiency (ID). Since its July 2021 US launch, Shield and Viatris have increased physician awareness of the differentiating characteristics of ACCRUFeR® as an oral ID drug, in order to generate sales traction. The 3Q’24 trading update reiterated the interim statement dialog: sales continue to progress, while costs are being actively managed. Shield is being proactive, extending...
Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Pro...
Hardman & Co Research Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Proactive cash management to cashflow-breakeven 21-Nov-2024 / 11:15 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Proactive cash management to cashflow-breakeven Shield is a commercial-stage pharma company delivering specialty products that address the needs of patients with iron deficiency (ID). Since its July 2021 US launch, Shield and Viatris have increased physician awareness of the diffe...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 21 November 2024 Transaction in Own Shares The Company announces that on 20 November 2024 it bought back 80,000 of its own shares, to be held as treasury shares, at an average price of 1230 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,275,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,637,692. The Company has bought back these shares under the authority granted by shareholders at its A...
Hardman & Co Q&A on Duke Capital (DUKE): Equity raise and third-party ...
Hardman & Co Research Hardman & Co Q&A on Duke Capital (DUKE): Equity raise and third-party capital update 20-Nov-2024 / 10:30 GMT/BST The issuer is solely responsible for the content of this announcement. Analyst interview | Financials Q&A on Duke Capital (DUKE) | Equity raise and third-party capital update Duke Capital (DUKE) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk. In this interview, Mark discusses recent developments at Duke Capital, touching on key topics such as their equity raise and progress towards incorporating third-pa...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 20 November 2024 Transaction in Own Shares The Company announces that on 19 November 2024 it bought back 10,000 of its own shares, to be held as treasury shares, at an average price of 1236 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,195,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,717,692. The Company has bought back these shares under the authority granted by shareholders at its A...
Volta Finance Limited - Net Asset Value as at 31 October 2024
Volta Finance Limited - Net Asset Value as at 31 October 2024 Volta Finance Limited (VTA / VTAS)October 2024 monthly reportNOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES Guernsey, November 19th, 2024 AXA IM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for October 2024. The full report is attached to this release and will be available on Volta’s website shortly (). Performance and Portfolio Activity Dear Investors, Volta Finance recorded a net performance of +4.3% in October bringing t...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 19 November 2024 Transaction in Own Shares The Company announces that on 18 November 2024 it bought back 100,000 of its own shares, to be held as treasury shares, at an average price of 1250 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,185,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,727,692. The Company has bought back these shares under the authority granted by shareholders at its ...
Holding(s) in Company
Holding(s) in Company TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN GG00B1ZBD492 Issuer Name NB PRIVATE EQUITY PARTNERS LIMITED UK or Non-UK Issuer UK 2. Reason for Notification An acquisition or disposal of voting rights 3. Details of person subject to the notification obligation Name CCLA Investment Management Ltd City of registered office (if applicable) London Country of registered office (if applicable) United Kingdom 4. Details of the shareholder Full name of shareholder(s) if different from the person(s) subject to the notification obligation, above ...
- Mark Thomas
Duke Capital (DUKE): Taking Duke Capital to the next level
In our April 2024 initiation, we highlighted that DUKE, by optimising the best of equity and debt, aimed to achieve equity-type returns with debt levels of risk. We highlighted four pillars of returns, namely: i) term credit; ii) participating preference shares, which support DUKE’s high, covered and growing dividend yield (2025E 10.0%, 2026E 10.7%, 2027E 11.4%); iii) early exit fees; and iv) equity stakes. Here, we update investors on how management will take DUKE to the next level, noting i) a...
Hardman & Co Research on Duke Capital (DUKE): Taking Duke Capital to t...
Hardman & Co Research Hardman & Co Research on Duke Capital (DUKE): Taking Duke Capital to the next level 18-Nov-2024 / 13:20 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on Duke Capital (DUKE): Taking Duke Capital to the next level In our April 2024 , we highlighted that DUKE, by optimising the best of equity and debt, aimed to achieve equity-type returns with debt levels of risk. We highlighted four pillars of returns, namely: i) term credit; ii) participating preference shares, which support DUKE’s high, covered and g...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 18 November 2024 Transaction in Own Shares The Company announces that on 15 November 2024 it bought back 15,000 of its own shares, to be held as treasury shares, at an average price of 1251 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,085,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,827,692. The Company has bought back these shares under the authority granted by shareholders at its A...
- Pedro Fonseca
Apax Global Alpha - Transaction activity picked up in Q324
Apax Global Alpha (AGA) reported a Q324 NAV total return (TR) of 1.7% in euro terms on a constant currency basis (-0.2% including fx changes), with a 3.2pp positive contribution from earnings momentum across its private equity (PE) investments. The company experienced a pick-up in new investments, and also saw some positive trends on the realisation front. Following recent exits and accounting for the take-private transaction of Thoughtworks, AGA’s pro-forma exposure to listed holdings has been ...
- Colin Smith
Duke Capital - Initiation - Making high returns supporting SMEs
Duke Capital provides long-term hybrid capital finance to lower-middle market SMEs in a business model unique in the UK. Duke earns an attractive 12%-14% cash yield on initial investment generating reliable cash revenue of c£30m pa, with multiple upside kickers which have generated high returns on recycled investment. Despite increasing returns over WACC, Duke is trading at a discount to its historic rating, which we believe represents a significant opportunity for investors. The company has ju...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 15 November 2024 Transaction in Own Shares The Company announces that on 14 November 2024 it bought back 10,000 of its own shares, to be held as treasury shares, at an average price of 1250 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,070,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,842,692. The Company has bought back these shares under the authority granted by shareholders at its A...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 14 November 2024 Transaction in Own Shares The Company announces that on 13 November 2024 it bought back 15,000 of its own shares, to be held as treasury shares, at an average price of 1252 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,060,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,852,692. The Company has bought back these shares under the authority granted by shareholders at its A...
- Mark Thomas
NB Private Equity Partners - CM day: 6 November fireworks
The key takeaways from NBPE’s 6 November CM day, in our view, were i) positive market indications, including exits and an increase in the correlation between operating company EBITDA growth and NAV growth, ii) NB’s platform brings unique benefits: accessing deals, analysing investment opportunities, and GP relationships, (which have generated a big increase in opportunities presented to them, even when the overall market slowed), and iii) multiple levers for value creation mean that bottom-line...
Hardman & Co Research on NB Private Equity Partners - CM day: 6 Novemb...
Hardman & Co Research Hardman & Co Research on NB Private Equity Partners - CM day: 6 November fireworks 13-Nov-2024 / 11:25 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman & Co Research on NB Private Equity Partners CM day: 6 November fireworks The key takeaways from NBPE’s , in our view, were i) positive market indications, including exits and an increase in the correlation between operating company EBITDA growth and NAV growth, ii) NB’s platform brings unique benefits: accessing deals, analysing investment opportunities, and GP relatio...
Transaction in Own Shares
Transaction in Own Shares ICG Enterprise Trust plc (the “Company”) 13 November 2024 Transaction in Own Shares The Company announces that on 12 November 2024 it bought back 59,175 of its own shares, to be held as treasury shares, at an average price of 1257 pence per share. Further details are set out below: Number of shares held as treasury shares following settlement of this purchase: 8,045,308.Total shares in issue excluding treasury shares following settlement of this purchase: 64,867,692. The Company has bought back these shares under the authority granted by shareholders at its A...
Hardman & Co Q&A on ICG Enterprise Trust (ICGT): Operating companies’ ...
Hardman & Co Research Hardman & Co Q&A on ICG Enterprise Trust (ICGT): Operating companies’ widening margins and strong EBITDA growth 12-Nov-2024 / 12:15 GMT/BST The issuer is solely responsible for the content of this announcement. Analyst interview | Investment Companies Q&A on ICG Enterprise Trust (ICGT) | Operating companies’ widening margins and strong EBITDA growth ICG Enterprise Trust (ICGT) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark Thomas discusses the recent performance and strategic direction of ICG Ente...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.