Equity Development : Recent Episodes
Equity Development
We provide all investors with freely available equity research and direct access to quoted companies’ management via podcasts, webinars and live forums.
www.equitydevelopment.co.uk
In the course of a 40 mins interview, Paul explains the group’s philosophy, how they have reacted to the Covid crisis and his outlook on equities over both the immediate and longer term.
2.05 : reactions in lockdown and thereafter
4.40 : Amati approach to VCT management
11.30 : sectors where creative ideas are most found
12.21 : advances in Healthcare technology
15.20 : supporting growth companies with capital
16.50 : outlook for more IPOs and importance of AIM
18.35 : summary of Polarean Imaging
24.05 : impact of surge in money supply
28.45 : eventual need to deal with QE consequences
33.10 : why small companies can flourish in the current environment
NB any opinions expressed on companies are personal views and not recommendations
Bill Brown, Chairman of RUA Life Sciences, takes us through a presentation on the new structure following the name change from AorTech International, and the acquisition of RUA Medical. Looking at both the Medical, Vascular, Structural Heart, and Biomaterials divisions, he details the trial timelines and expected progress for their key products in the next 12 months.
www.tattonassetmanagement.com
TICKER: TAM EXCHANGE: AIM
Tatton Asset Management was founded in 2007 and provides three services to smaller, UK-based Independent Financial Advisers: discretionary asset management; regulatory and compliance consulting and outsourcing; and mortgage and protection insurance aggregation.
www.clearstar.net
TICKER: CLSU EXCHANGE: AIM
ClearStar, Inc. is a leading and trusted background check technology, strategic services, and decision-making information provider to employers and background screening companies.
investors.eggfreecake.co.uk/disclaimer
TICKER: CBOX EXCHANGE: AIM
Cake Box specialises in making delicious, high quality, bespoke celebration fresh cream cakes in-store while customers wait. Their cakes are entirely egg free and are sold in over 100 franchise stores across the UK.
www.impaxam.com
TICKER: IPX EXCHANGE: AIM
Impax is a market leading and multi award winning manager of both listed and private equity funds, which invest in ways that take advantage of more environmentally sustainable corporate and economic growth globally.
adamasfinance.com/home
TICKER: ADAM EXCHANGE: AIM
Adamas Finance Asia aims to be the leading London-quoted pan-Asian focused diversified SME investment opportunity. It targets above average income and capital growth, with a stated objective to provide shareholders with unique access to a diversified portfolio with access to high-growth Asian economies.
www.benchmarkplc.com
TICKER: BMK EXCHANGE: AIM
Benchmark helps deliver improved healthcare products and welfare services to the global aquaculture and livestock industries. Rising demand from clients for its products and services to manage sustainability practice and performance underlines BMK's opportunity for significant organic and external growth.
On the day Sadiq Khan announces an increase to the congestion charge, as well as its introduction on the weekend, will the environmental benefits of lockdown accelerate the usage of electric vehicles? Have we the infrastructure and planning to allow that?
Mike Jeremy tries to answer these weighty questions in just under 15 minutes.
www.upgs.com
TICKER: UPGS EXCHANGE: MAIN MARKET
Established in 1997, UPGS has evolved from a local business into a global success. They develop new, innovative concepts and bring professional, sought-after products to the mass market. Their offices span two continents, with headquarters in the UK, Hong Kong, Guangzhou, and Belgium.
‘Digitalisation’ is using technology to optimise all aspects of a company: best known exponents are Amazon and Apple. David O’Brien, over just 7 mins, explains its importance and why companies are having to change so rapidly in the crisis, plus mentioning examples on AIM in the logistics and power supply segments.
A big question and a big sector but Chris Wickham, Equity Development’s number 1 rated consumer analyst, shares his views and finds an unusual comparison for the development of this social crisis. 14 mins of discussion on how consumer habits have changed and why retailers and hospitality providers have no choice but to adapt.
Companies discussed include Amazon, Netflix, Gear4music, Boohoo, Ocado, Cake Box and UPGS - and Chris thinks that strong trading performance of high quality online models will continue long after lockdowns cease.
Which firms are best positioned to help provide finance?
Experienced analyst Paul Bryant looks at why Active fund managers can reclaim lost ground vs Passives and ETFs, ESG’s ever increasing importance, outsourcing in the sector, and which lenders can help companies through the crisis.