M3: another gem in the portfolio
With the recent announcement of the positive Phase 2b clinical study of XF-73 in the prevention of...
Read moreBroadening the scope for growth
UPGS’s success in online and supermarkets, combined with the ability of key brands to resonate with...
Read moreMomentum clearly building
In our Jan 21 initiation note ‘Time to be rerated’ we suggested that Time’s results for H1 to 30...
Read moreRacing ahead of forecasts: our fair value rises
AUM closed FY21 on £9.0bn (+35% y-o-y from £6.7bn) with Tatton reaching this milestone a year ahead...
Read moreWhat a difference a year makes
Destiny has transformed its position, both in fundamental terms and in share price strength. A year...
Read moreIncreased confidence and strategic review
Northbridge’s results for FY20 were in line with market expectations, showing both revenues and...
Read moreAnother leap in AUM, outlook remains positive
AUM reached £30.0bn for the first time on 31 Mar 21 (six months into FY21), up 49% in H1 and 19% in...
Read moreConstruction boom coming down the track
Given Britain’s successful vaccine rollout, prospects have improved dramatically over the past 12...
Read moreLeading indicators all point towards major rebound
We are all as individuals aware of pent up consumer demand as households emerge from lockdown with...
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