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Joined April 2011
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📅 Supreme #SUP – HY Results Investor Presentation
Join CEO Sandy Chadha & CFO Suzanne Smith live on Tue 24 Nov at 2pm for highlights of the half year results, followed by Q&A.
Free and open to all investors 👉 equitydevelopment.co.uk/news…
#investing #webinar
📅 Speedy Hire #SDY – HY Results Investor Presentation
Join CEO Dan Evans & CFO Judith Cottrell live on Mon 23 Nov at 1pm for highlights of the HY results, followed by Q&A.
Free to register 👉 equitydevelopment.co.uk/news…
#investing #webinar
📅 Polar Capital #POLR – HY Results Investor Presentation
Join CEO Iain Evans & CFO Samir Ayub live on Mon 30 Nov at 11am for highlights of the half-year results, followed by Q&A.
Free and open to all investors 👉 equitydevelopment.co.uk/news…
#investing #webinar
#TAM @TattonAsset HY Results Investor Presentation
🗓 Tue 17 Nov, 1.30pm, online
🎙 CEO Paul Hogarth, CFO Paul Edwards & CIO Lothar Mentel
❓ Live Q&A
Open to existing & potential shareholders: equitydevelopment.co.uk/news…
$TAM
#HALO In an updated CPR @HaloMinerals has an increased ore reserve, which follows other news of further project progress.
We calculate fair value now at 47p/share (up from 46p at initiation). As you can read/hear in a new research note:
equitydevelopment.co.uk/rese…
#vp. @Vpplc HY Results Investor Presentation
*** 27 Nov 2026 - 10am ***
Alice Woodwark (CEO) & Keith Winstanley (CFO) will be presenting results with live Q&A
Open to all existing & potential shareholders
Register to attend here: equitydevelopment.co.uk/news…
#IPO further strengthening with @IPGroupplc portfolio as investee company Microbiotica raises £36m in Series C financing to advance pipeline into Phase 2 clinical development in ulcerative colitis: this follows positive results from the COMPOSER-1 Phase 1b study
👏👏
#HALO Updated CPR on @HaloMinerals Playa Verde asset in Chile says ore reserve increased by 5.4% and improved project economics that (on the ore reserve alone) support an after tax NPV10 of $174.3m.
The after tax IRR on that is c 46% 👍
#NXR Norcros updates on good y-o-y progress backed by strong cash generation in H127. FY expectations are unchanged, and valuation metrics look underrated:
we reiterate our fair value estimate of 400p / share
Read new note:
equitydevelopment.co.uk/rese…
Hear 1 min summary:
@Victorianplumb #VIC exceeded expectations with over 11% revenue growth in H2. Market share wins across multiple product categories underpinned the group’s success and the relaunch of MFI has gone particularly well - hear all about the trading update in our new research note:
You can see the full new research note on #VIC here (free access): equitydevelopment.co.uk/rese…
Q4 saw large outflows at @ImpaxAM but positive net flows seen in FY27. Our FY27 forecasts adjust lower and fair value/share falls to 220p/share - still over twice current levels.
As you can hear in new research note:
youtube.com/shorts/8X7s-unkX…
#IPX and you can the full new research note on @ImpaxAM here (free access) :
equitydevelopment.co.uk/rese…
📈 Polar Capital added £1.2bn of net flows in Q2 while most UK active equity funds saw outflows. AUM is up 43% over H1 to £43.7bn, with shares on the lowest forward PER in the sector. What's not to like?
#POLR
#VP. @Vpplc H1 TU
On track to meet mkt xpctns & to deliver a year of profit recovery - improving AMP8 water sector activity providing a positive backdrop
Trades on just 8.6x FY27 P/E with a 7.7% div yld
Reiterate our 750p/share Fair Value estimate
youtu.be/KYgD802J8LY
#OMG @OxfordMetrics
Downgrades FY26 guidance to £47m-£51m revenue & adj EBIT of -£0.5m to -£3.9m
Focus now on robotics, AI-powered movement intelligence, markerless capture & recurring software - move:ai acq’n looks key
FY27 EBIT xpctd to meet/exceed mkt xpctns
#MOON
🎂 Moonpig initiation: c.70% UK online card share, 12.3m active customers and c.70% ROCE
📈 Shares on 13.5x cal 2027 PER vs our 330p Fair Value
💷 c.£70m a year of cash returns. Which driver matters most? 👇
