Filta Group Holdings plc (LON:FLTA) announced that it remained EBITDA-positive in 1H’20, despite most of its customers closing for part of the period. Business is returning as customers reopen, with
In this note, we explore Volta Finance plc (LON:VTA) portfolio positioning, increasing its CLO equity weight and reducing the CLO debt proportion. We show how this has helped deliver relative
The most significant of several 2020 contract wins for Surface Transforms plc (LON:SCE) was announced on 14 September, from a new global customer, OEM 8. New order momentum is rising
Real Estate Credit Investments Ltd (LON:RECI) released its quarterly investor update on 17 August and factsheet on 8 September. This note updates investors with the key developments in both these
MORhomes (MH) is a pooled borrowing vehicle for housing associations (HAs). It offers its HA borrowers a flexible experience, rapid access to funds and potentially lower-cost funding. To its Social
Neodecortech (NDT) shut its main plants for several weeks in March/April, but has traded strongly since reopening. We have cut our 2020 forecasts significantly, but see 2021 bouncing back close
We called our 6 July initiation Outperformance through every stage of cycle. In this note, we explore ICG Enterprise Trust plc (LON:ICGT) resilience to a downturn in more detail. We
Artificial Solutions’ 2Q results confirmed high levels of resilience, posting YoY revenue growth of 22%. Within this metric, usage revenue continued to shine, up 80% YoY in 2Q, representing a
Over 10 years, Oakley Capital Investments (LON:OCI) has delivered a 156% total NAV return. Its investments in Oakley Capital’s (Oakley) private equity (PE) funds have delivered total realised returns of
The key results message was the outlook, where Pantheon International plc (LON:PIN) is “generally well placed to withstand and, in certain cases, to benefit during a period of significant economic
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