Member Info for EquityDevelopmen

Raven Property has removed a perceived drag on its equity and uncertainty. That should bring focus back to the positive dynamics of its predominantly Moscow-based warehouse and logistics portfolio, and attractive yield on its shares.

New note here : https://www.equitydevelopment.co.uk/research/investment-focus-switching-back-to-the-portfolio

Investor Webinar postponed - new date to be confirmed shortly

As you may have seen following the recent RNS, the investor webinar originally scheduled for Thursday 10th June at 3.00pm with Cake Box Holdings plc has been postponed.

We apologies for any inconvenience to investors who had registered for this event - but are pleased to confirm that a new date will be announced shortly.

Good progress in product development, sales & marketing, cost control and Management: today RDT updates on revs +4% despite lockdowns, FY21 adjusted LBITDA in line at -£250k, and net cash £5.6m at end April ‘21.
Equity Development retains fair value at 10p/share, see new research note here, free access: https://www.equitydevelopment.co.uk/research/final-pieces-of-the-jigsaw-are-falling-into-place

44 mins in duration , Ian Simm and Charlie Ridge review a spectacular first half and look to the future :
https://www.equitydevelopment.co.uk/research/impax-am-interims-webinar-video

There is a gradual strategic shift at Randall & Quilter and FY'20 results showed rapid momentum in both divisions: Legacy made particularly strong progress / Program Management reported good growth and made a first profit.
Free access to read / listen to here :
https://www.equitydevelopment.co.uk/research/accelerated-growth-in-fy20-fuels-momentum

Begbies Traynor will host an Investor Webinar and Q&A on Wednesday 9th June @ 10.30am with Ric Traynor (Executive Chairman) and Nick Taylor (Group Finance Director) presenting.

Register here: https://www.equitydevelopment.co.uk/news-and-events/begbies-traynor-investor-presentation-9th-june-2021

H1 results saw AUM up by a stunning 49% in 6 months.
With growth forecasts beaten by some margin + evidence of operating leverage kicking in, Equity Dev increases core valuation to 1205p/share. See detailed note:
https://www.equitydevelopment.co.uk/research/surging-aum-boosts-revenue-profit-dividend

#KETL this story just keeps getting better and better. Today we upgrade EPS expectations, yet PER is still at a discount to peers. Parity with those peers’ gives a fair value of 350p, 20% above today's price. https://www.equitydevelopment.co.uk/research/upgrades-highlight-groups-undervaluation

Apologies, working link here: https://www.equitydevelopment.co.uk/research/growth-drivers-aligned-with-aquaculture-sustainability-goals

Our fair value per share of 88p represents a near 50% premium to the current price https://equitydevelopment.co.uk/research/growth-drivers-aligned-with-aquaculture-sustainability-goals

Vp plc will be hosting an investor webinar on 8th June (12.00pm) with a presentation and Q&A session to discuss FY results. Please click on the link to register for this event with Vp's CEO, Neil Stothard and FD, Allison Bainbridge:
https://www.equitydevelopment.co.uk/news-and-events/vp-plc-full-year-results-investor-presentation-8th-june-2021

I think market 'anticipated' more likely, given other good updates in the sector lately

There has been a steady flow of positive news, and on this FY update there is a new note published by Equity Development with 165p / share still seen as fair value. Free access to read, here: https://www.equitydevelopment.co.uk/research/comfortably-ahead-of-market-expectations

Positive update today : economic recovery and shortage of skilled staff mean it now expects FY results to be ‘’Significantly ahead of expectations’’ with a modest dividend too.
In new note Equity Development raise forecasts and fair value from 225p to 280p / share, free access to research here:
https://www.equitydevelopment.co.uk/research/upgrading-fy21-forecasts-valuation-to-280p/share

Trond Williksen, CEO, and Septima Maguire, CFO, run through their results, the progress they are making on the route to commercialising BMK08 and CleanTreat, and how the journey to cash flow break even is progressing. https://youtu.be/gis0NXxc5RE

Driver Group plc (AIM: DRV), the leading global professional services consultancy to the construction and engineering industries, is pleased to announce that their CEO, Mark Wheeler and CFO, David Kilgour will conduct a live presentation and Q&A covering their results for the six-months period ended 31st March 2021.

The event will take place at 11.00am on Thursday 10th June 2021.

The online presentation is open to all existing and potential shareholders at no charge.

Link to register: https://www.equitydevelopment.co.uk/news-and-events/driver-group-interim-results-investor-presentation-with-qa-10-june-2021

Cake Box Holdings plc (LSE: CBOX) will be conducting a presentation covering its FY results ended 31st March 2021.

The online presentation will be hosted by Sukh Chamdal (CEO) and Pardip Dass (CFO) as is open to all existing and potential shareholders. Questions can be submitted during the presentation to be addressed at the end.

The event will take place at 3.00pm on Thursday 10th June 2021.

Link to register: https://www.equitydevelopment.co.uk/news-and-events/cake-box-holdings-plc-full-year-results-investor-presentation-10th-june-2021

Tatton Asset Management – Full Year Results investor presentation with Q&A will take place on Wed 16 June at 11.30am. Paul Hogarth (CEO), Paul Edwards (CFO), and Lothar Mentel (CIO) will conduct a live presentation covering their results to the FY ended 31 March, and the event is open to all existing and potential shareholders:

https://www.equitydevelopment.co.uk/news-and-events/tatton-am-full-year-results-investor-presentation-16th-june-2021

Impax AM - Interim Results investor presentation with Q&A will take place on 28 May (11.45am). Ian Simm (CEO) and Charlie Ridge (CFO) will conduct a live presentation covering their results for the six-months period ended 31 March, and the event is open to all existing and potential shareholders:

https://www.equitydevelopment.co.uk/news-and-events/impax-am-interim-results-investor-presentation-with-qa-28-may-2021

A positive update today on a ''significant'' improvement in H2 trading in all divisions, FY to end April 21 seen in-line. The Board is also ‘excited’ by their groundbreaking pathogen detector. We raise our fair value to 26p/share in new research note / audio summary here: https://equitydevelopment.co.uk/research/est-h221-sales-5.4m-jump-17-vs-h121-4.6m