reports
- Hybridan Team
- Jon Levinson
Hybridan Small Cap Feast: 27/03/2025
Our daily digest of news from UK Small Caps @HybridanLLP 27th March 2025 * 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: Cmo Group plc (CM...
Hybridan Small Cap Feast - 22 October 2024
22nd 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: Cambria Africa (CMB.L) has left AIM. What’s baking in the oven? ITF announced:*** Potential** Initial Public Offerings: 30th September 2024...
Hybridan Small Cap Feast - 25 July 24
* 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: None Delistings: None What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 8th July 2024: Rome Resources: The Canada-based early-stage resource exploration Company has announced its intention to IPO on AIM in order to continue to make ...
Hybridan Small Cap Feast - 21 Nov 23
21st November 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obj...
- Sacha Morris
Hybridan Small Cap Feast 15/08/2023
Andrada Mining 7p £107.7m (ATM.L) The African technology metals mining company with a portfolio of mining and exploration assets in Namibia, provides an update on the previously proposed Funding Package with funds managed by Orion Resource Partners announced on 15 September 2022. On 11 August 2023, Andrada signed binding documentation for an updated, conditional US$25m funding package with Orion. The financing agreement is as follows: US$2.5m (c£2.0m) equity at 6.39p and US$10m (c£7.9m) Converti...
Hybridan Small Cap Feast - 23 Feb 23
23rd May 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv...
Empresaria Group: 1 director
A director at Empresaria Group bought 40,000 shares at 53p and the significance rating of the trade was 65/100. 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 sh...
- Paul Hill
Buoyant jobs market, bullish outlook
UK employers are scrambling to backfill 1.1m positions displaced by the pandemic, amidst a tightening resource pool. Exacerbated by low unemployment, rising salaries, greater staff churn & many people simply opting for a career change. Indeed there are now on average just 1.5 unemployed people per job vacancy. These acute labour shortages are not only prevalent in healthcare, leisure (eg waiters) & transport (HGV drivers). But also software, digitisation, renewables (eg off-shore wind & hydrog...
- Paul Hill
Continued strong execution and positive outlook
Given the tightening UK jobs market with vacancies back to pre-Covid levels, it’s no wonder businesses are struggling to find technical/skilled staff. Turning instead to specialist STEM recruiters like Gattaca, particularly within ‘hot’ areas such as software, digitisation, renewables, electrification, defence (cyber & marine), engineering and infrastructure (eg HS2, fibre-to-the-home, Lower Thames Crossing, etc). Gattaca has updated today that in the 12 months to end July continuing H2’21 NFI...
- Paul Hill
Upgrading FY21 forecasts & valuation to 280p/share
A ‘V-shaped’ recovery, together with a shortage of qualified staff, is providing a favourable backdrop for Gattaca, which helps organisations recruit hard-to-find STEM personnel. Additionally, after skilfully navigating the pandemic the group has emerged far fitter (less cost), healthier (stronger balance sheet) and better placed to benefit from these near buoyant conditions. Today it updated that FY21 PBT would be “significantly ahead of expectations”, thanks to strong Q3 NFI growth (+13%) as...
- Paul Hill
One of the best placed 'reopening' stocks
Although it may not feel like it for the 1.7m people who are unemployed - but despite the lockdowns UK employment prospects are steadily improving thanks to the country’s successful vaccine rollout. The only slight frustration is that this optimism hasn’t yet translated into a surge in recruitment activity, albeit we suspect a rehiring boom is only a matter of time, especially for STEM recruitment specialist Gattaca. Today the company said that Q2’21 NFI had climbed 2% sequentially vs Q1, whic...
- Ed Stacey
Empresaria Group Plc - Capital Network: Perspective on the trading Upd...
Empresaria released a trading update on November 21st, lowering the expected growth rate for FY2017 PBT. This was due to the weak market conditions in the Mideast which were flagged in the H1 results, and also to changes in legislation in Germany. The German issue, also previously know, relates to rules restricting the length of tenure for contract workers (Empresaria’s main focus) and the introduction of equal pay after 9 months. These rules take full effect in 2018, but employers appear to be ...
- Ed Stacey
Empresaria Group plc : Capital Network : Continuing the Run of Strong ...
Empresaria’s H1 results confirm the message of July’s trading update, and the outlook for the full year – continued growth in Net Fee Income (NFI) and EPS. Net Fee Income was up 26% (17% at constant FX), adj. Operating Profit +23% (9% at constant FX).This has been delivered against a mixed background for the wider peer group. The big generalists such as Hays or Randstad have maintained growth, but some of the specialist peers (notably Impellam plc.) have encountered headwinds. Empresaria has ben...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Delivering as Promised
​Empresaria has enjoyed a substantial rerating as the group has delivered against expectations and as profit forecasts have been upgraded. Yet the company continues to be valued at a significant discount to its mid-cap peers. We expect the discount to narrow assuming trading continues to improve, and as the share gains increased recognition. A virtuous circle of higher profits, higher rating, higher market cap, greater recognition would clearly continue to benefit investors, if management can ...
Acquisition of Pharmaceutical Strategies
​Empresaria has announced the acquisition of Pharmaceutical Strategies a provider of temporary workers to the US healthcare sector. The business is currently growing strongly and sector growth is expected to continue. The deal has been financed by a share placing which was oversubscribed and by small additional debt facility. The deal should be earnings enhancing in its first full year and the balance sheet remains in a comfortable position. The vendor's CEO has been locked in and the de...
Strong 2015 Interim Results
​Good interim results from Empresaria, the international specialist staffing firm, confirm that the hard work of recent years in simplifying the business and building the platform for growth is working. Adjusted EPS was up 36% with all regions delivering good underlying growth. The share price has had a strong performance but the company continues to be valued at a significant discount to its peers. We expect the discount to narrow as trading improves, and the share gains recognition. Empresar...
Empresaria (EMR.L) Good start to the year
Empresaria, the international specialist staffing group, revealed in its AGM statement that the second half momentum from 2014 has continued into the new year with all three regions growing. This is consistent with positive industry news elsewhere but progress also validates our view that all the hard work done through the recession is paying off. The share price is starting to respond positively with a 35% rise in the last six months, yet it continues to be valued at a material discount t...
Empresaria (EMR.L) Strategy pays dividends
EmpresariaÂ’s prelims confirm that the hard work it did through the recession is now paying off well, with FY14 Net Fee Income (NFI) +5%, PBT (Adj.) up 13%, EPS (Dil. Adj.) up 29% despite currency headwinds. The outlook is improving and Empresaria doubled the dividend as a sign of confidence. The share price has done little in the last 12 months and continues to be valued at a material discount to its peers. We would expect the discount to narrow assuming Empresaria continues to deliver as (or b...
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