reports
- Brian Moretta
- Derek Terrington
- Jason Streets
- Mark Thomas
- Martin Hall
- Mike Foster
- Nigel Hawkins
Hardman & Co Monthly: February 2022
Feature article: Streamers vs. broadcasters - Broadcasters fight back Streaming is the most disruptive force in video media. Globally, streamed video services continue to grow, led by the US majors, apparently at the expense of non-streamed and advertising-dependent broadcasters. Recent trading announcements by leading streamers and leading UK broadcasters point in two directions: streaming growth in the North American market is slowing, according to figures from Netflix and Disney, while UK p...
FEV FIDELITY EUROPEAN VALUES PLC
IBT INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
ARBB ARBUTHNOT BANKING GROUP
FSV FIDELITY SPECIAL VALUES PLC
FJV FIDELITY JAPAN TRUST
FAS FIDELITY ASIAN VALUES PLC
CLIG CITY OF LONDON INVESTMENT GROUP
RECI REAL ESTATE CREDIT INVESTMENTS
APP APPRECIATE GROUP
PANR PANTHEON RESOURCES
VTAS VOLTA FINANCE (GBP)
OCI OAKLEY CAPITAL INVESTMENTS
DNL DIURNAL GROUP
PCA PALACE CAPITAL
FLTA FILTA GROUP HOLDINGS
BBGI BBGI GLOBAL INFRASTRUCTURE
OCL OAKLEY CAPITAL
Hardman Talks Video | Filta Group interview with Keith Hiscock
Hardman & Co Research Hardman Talks Video | Filta Group interview with Keith Hiscock 07-Oct-2021 / 16:39 GMT/BST Hardman Talks Video | Filta Group interview with Keith Hiscock On 17 September 2021, Jason Sayers, Filta's CEO, touched base with Keith Hiscock, Hardman & Co's CEO, on Filta's interim results. Jason contemplated how the roadmap for the return to normal trading after the pandemic looked by territory and business line. Watch it here: The session followed the company's interim results and you can read more about it on our website here: Watch the recording: To be firs...
- Jason Streets
Filta Group (FLTA) - Strong recovery continues
Filta Group (Filta) announced 1H’21 results in line with expectations. Our forecasts are largely unchanged. What is even more clear is that the business has performed robustly during COVID-19, adding new clients and becoming an important part of its clients’ processes. Revenues were back to 80% of 1H’19, with the US leading the way, and with its largest clients yet to reopen, Filta is emerging from this fog stronger than ever. Assuming that there is no reversion to widescale lockdowns, our forec...
Hardman & Co Research: Filta Group (FLTA) - Strong recovery continues
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA) - Strong recovery continues 24-Sep-2021 / 12:35 GMT/BST Hardman & Co Research: Strong recovery continues Filta Group (Filta) announced 1H'21 results in line with expectations. Our forecasts are largely unchanged. What is even more clear is that the business has performed robustly during COVID-19, adding new clients and becoming an important part of its clients' processes. Revenues were back to 80% of 1H'19, with the US leading the way, and with its largest clients yet to reopen, Filta is emerging from this fog stronger...
Hardman & Co Investor Forum research: Filta Group (FLTA): Robust and n...
Hardman & Co Research Hardman & Co Investor Forum research: Filta Group (FLTA): Robust and necessary 18-May-2021 / 13:30 GMT/BST May 2021 Hardman & Co Investor Forum company research: Filta Group (FLTA) On 12 May we were delighted to host our fourth virtual Investor Forum, which included a presentation from the management of Filta Group. The live questions on the company ranged from the financial health of Filta's client portfolio through COVID, to the expansion and geographical density of their franchisees, as well as sector-led discussion around cooking oil prices. We would li...
Filta Group Holdings: 1 director
A director at Filta Group Holdings sold 1,200,000 shares at 140p and the significance rating of the trade was 71/100. 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 clea...
Hardman & Co Research : Hardman & Co Video Event | Filta Group Plc - I...
Hardman & Co Research Hardman & Co Research : Hardman & Co Video Event | Filta Group Plc - Investor Forum 27-Apr-2021 / 12:50 GMT/BST Hardman & Co Video Event | Filta Group Plc Investor Forum We are delighted to announce that Filta Group Plc will be presenting at our next Investor Forum on Wednesday 12 May at 3:00pm. The Investor Forum connects investors with companies looking for capital. Each company will present for 10-15 minutes, followed by an opportunity for Q&A. The Forum is being hosted by Hardman & Co and investors can register to attend via this link: Filta Group ...
Hardman & Co Research: Filta Group (FLTA): Getting back into shape
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA): Getting back into shape 20-Apr-2021 / 14:55 GMT/BST Hardman & Co Research: Robust and necessary Filta Group (Filta) announced FY'20 results in line with expectations. We are not changing the forecasts we published last month. What is clear is that the business has performed robustly during COVID-19, adding new clients and becoming an important part of its clients' processes. With business levels back to 70% of pre-COVID-19 levels and with its largest clients yet to reopen, Filta is emerging from this fog stronger tha...
Hardman & Co Research: Filta Group (FLTA): Upbeat outlook
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA): Upbeat outlook 25-March-2021 / 09:05 GMT/BST Hardman & Co Research: Upbeat outlook Filta Group (Filta) announced that it had remained EBITDA-positive in 2020, despite most of its customers closing for part of the period and revenue falling by a third. Net debt fell to £0.5m. The US reopening is accelerating, while the UK is due to follow in April. Filta has used the period to reduce costs and improve its business model. We expect it to emerge as an even better business as COVID-19 is tamed. Our forecasts are reinstate...
Hardman & Co: Filta Group (FLTA): FY'19 results and COVID-19 update
Hardman & Co Research Hardman & Co: Filta Group (FLTA): FY'19 results and COVID-19 update 28-May-2020 / 11:35 GMT/BST Hardman & Co Research: FY'19 results and COVID-19 update Filta Group (Filta) announced FY'19 results pretty much in line with our numbers. Adjusted EBITDA was £3.2m, vs. our £3.3m estimate, and revenue was £24.9m, vs. our £25.1m expectation. These figures confirmed that the integration of Watbio was back on track and the business was trading well until COVID-19 struck. Most of Filta's customers are currently closed, but the company is optimistic that they will b...
Hardman & Co Research: Filta Group (FLTA): FY19 trading update
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA): FY19 trading update 05-Nov-2019 / 10:05 GMT/BST Hardman & Co Research: FY19 trading update Filta Group (Filta) provides cleaning services to commercial kitchens in North America, the UK and, mainland Europe. The company reported that EBITDA for 2H19 would be similar to 1H19 and thus below our expectations. The cost-saving benefits of the Watbio acquisition are still taking longer than expected. Revenue continues to be on track and some extra investment has been made in UK sales staff to maximise the revenue opportuniti...
Hardman & Co Research: Filta Group (FLTA) FY19 interim results
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA) FY19 interim results 09-Sep-2019 / 09:40 GMT/BST Hardman & Co Research: FY19 interim results Filta Group (Filta) provides cleaning services to commercial kitchens in North America, the UK and, more recently, mainland Europe. The company reported EBITDA for 1H19 marginally below our expectations - it has taken a little longer to get the benefit of cost savings following the Watbio acquisition. Our EBITDA expectations for 2020 are scarcely altered. At the EPS level, we have put through some additional non-cash related cos...
Hardman & Co Research: Filta Group (FLTA): Strong and transformative y...
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA): Strong and transformative year in 2018 15-Apr-2019 / 12:30 GMT/BST Hardman & Co Research: Strong and transformative year in 2018 Filta Group (Filta) provides cleaning services to commercial kitchens in North America, the UK and, more recently, mainland Europe. The company reported a strong set of figures for FY18, in line with our expectations. In addition to buying in the European master franchise, it has made a major step in acquiring Watbio, which will increase the company-owned operations and reinforce the UK side of the ...
Hardman & Co Research: Filta Group (FLTA) Initiation: Cleaning up in c...
Hardman & Co Research Hardman & Co Research: Filta Group (FLTA) Initiation: Cleaning up in commercial catering 03-Apr-2019 / 11:11 GMT/BST Hardman & Co Research: Cleaning up in commercial catering Filta Group (Filta) provides cleaning services to commercial kitchens in North America, the UK and, more recently, mainland Europe. For cleaning and filtering frying machines, this is largely carried out through franchise networks. In the UK, Filta has some company-owned operations too, and it has recently accelerated the expansion of its grease management services with the acquisition of Watbio...
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