A director at Cerillion sold 1,832 shares at 1,581p and the significance rating of the trade was 52/100. 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 C...
21st June 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 objecti...
Cerillion has delivered record KPIs in H1. Revenue grew 27% and Adj. EBITDA grew 38%. Adj. EBITDA margin has increased to 48.9% (from 44.9%) benefitting from a higher mix of license revenue as well as an FX tailwind in the period. FY outlook has been reiterated. We leave our forecasts unchanged, but following the H1 performance there is clear upside risk to consensus. Cerillion’s pipeline is at a record £212m, +23% yoy. Back order book increased 8% and total new orders grew 40%. The shares are t...
17 April 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...
Cerillion has released a brief but strong H1 trading update this morning. It has delivered another record revenue and Adj. EBITDA in the period. Revenue grew 27% and Adj. EBITDA grew 38%. Adj. EBITDA margin has increased to 48.3% (from 44.7%). We believe margin has benefitted from a higher mix of license revenue as well as a FX tailwind in the period. We leave our forecasts unchanged, but following the H1 performance there is clear upside risk to consensus forecasts. Cerillion’s sales pipeline r...
31 March 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...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
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...
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