Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas Analyst at Hardman & Co joins DirectorsTalk Interviews.
In this interview Mark talks us through his recent report entitled ‘Making Pearls out of Oysters’, explains how the company improves performance, how their sale relative multiple is typically ca.30% higher than on purchase, what Apax, the manager, and Apax Global Alpha, the trust, specifically bring to the party and risk involved.
Hardman and Co’s Mark Thomas discusses Apax Global Alpha Ltd in this exclusive interview with DirectorsTalk.
In our view, the most interesting new information from Apax Global Alpha Ltd (LON:APAX) 3Q results is the comment “a further five investments post quarter end” with a further one announced since. This six-week performance compares
Hardman and Co’s Mark Thomas discusses Apax Global Alpha in this exclusive interview with DirectorsTalk.
The interim results to June 2023 reconfirmed Apax Global Alpha plc (LON:APAX) core strengths, notably i) Apax enhances the operational performance of the funds’ investments ‒ LTM revenue and EBITDA growth of 16.0% and 14.1%, respectively,
Hardman and Co’s Mark Thomas discusses Apax Global Alpha Ltd in this exclusive interview with DirectorsTalk.
Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. In this interview Mark talks us through his recent report on the company entitled ‘2023 Capital Markets
The key takeaway from Apax Global Alpha Ltd (LON:APAX) 27 June Capital Markets Day (CMD) was that 84% of value creation comes from operational improvements that APAX makes in the investee companies. On average, under APAX’s
Hardman and Co’s Mark Thomas discusses Apax Global Alpha Ltd in this exclusive interview with DirectorsTalk.
Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. Mark talks us through his recent report entitled ‘Outperformance by adding value to companies’, through some of
The full-year results to Dec’22 reconfirmed the core strengths of Apax Global Alpha plc (LON:APAX), notably i) Apax enhances the operational performance of its investments ‒ revenue and EBITDA growth of 21.5% and 18.5%, respectively, are
Hardman and Co’s Mark Thomas discusses Apax Global Alpha Ltd in this exclusive interview with DirectorsTalk.
Apax Global Alpha Limited (LON:APAX) (AGA) core is the investment in the Apax Private Equity Funds, which, in turn, target the acquisition of private companies, whose performance is then transformed by Apax’s global insights and operational
Hardman and Co’s Dr Brian Moretta discusses Fidelity Special Values plc in this exclusive interview with DirectorsTalk.
Bank North is the topic of conversation when Analyst at Hardman & Co Mark Thomas joins DirectorsTalk Interviews. Mark explains how with Bank North being a private company, investors can get involved if they want. Mark gives
With Bank North having obtained its banking licence and progressing through its mobilisation period, this report updates investors on its rapid lending rollout – currently running better than plan in volumes, margins and loan to value
Appreciate Group plc (LON:APP) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. Mark talks us through his note entitled “Interim Results: solid progress, digital delivering”, tells us more
Real Estate Credit Investments plc (LON:RECI) is the topic of conversation when Mark Thomas joins DirectorsTalk Interviews. Mark talks us through RECI’s sensitivity to rising rates, exposures to borrower sensitivity to both revenue and debt, how
Fidelity China Special Situations plc (LON:FCSS) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. Mark gives us a brief overview of his report entitled ´China growth story +
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