Communisis PLC – Interim Results
Communisis PLC continues to win, retain and extend high value, multi-year contracts which speaks volumes for the credibility and the breadth of the proposition.
Circle Property PLC – Total Returns Analysis
Measured by Total Return (NAV growth plus dividends), the best performing UK real estate company over the last two years is a £65m market cap, regional office owner/developer that many investors will not have heard of. What marks Circle out from the crowd? Download link below.
Radnor Capital Partners working with SThree Plc
Radnor Capital Partners is pleased to announce that it will be working with SThree Plc across its investor relations programme. SThree is a £450m market cap international specialist recruitment company, providing contract and permanent recruitment services in the STEM (Science, Technology, Engineering and Mathematics) sectors.
“We are delighted to have appointed Radnor Capital as IR advisor, who will work closely with our brokers UBS and Liberum and Financial PR, Citigate Dewe Rogerson, to more powerfully communicate our investment case and target new and underweight holders.”
Chief Financial Officer
“We were particularly taken by SThree’s entrepreneurial nature and goal to become the number 1 STEM talent provider in the best STEM markets. The company has a compelling 5-year growth strategy which we believe is being overlooked by the market. Radnor Capital will be working closely with the company, its brokers and PR to generate real value through its investor relations.
This caps a strong first half for Radnor, driven by a good number of retained client wins and a range of client transactions. As the impact of MiFID II grows, we continue to be ideally positioned to help corporates achieve their capital market goals in the new world.”
Radnor Capital Partners Ltd
Radnor Capital Partners working with TMT Investments
Radnor Capital Partners is pleased to announce that it will be working with TMT Investments Plc to advise on its investor marketing activity.
TMT Investments (AIM: TMT.L) invests in high-growth, internet-based companies across a variety of sectors and has a significant number of Silicon Valley investments in its portfolio. Founded in 2010, TMT has invested in over 40 companies to date.
Ben Gillen, Radnor Capital Partners
+44 (0)20 3897 1834
Liquidity – Circle Property plc
Radnor Capital Partners is pleased to announce that it recently advised Circle Property plc (CRC.L) on the successful placing of c£1.3m shares.
Radnor Capital Partners working with Braemar Shipping Services Plc
Radnor Capital Partners is pleased to announce that it will be working with Braemar Shipping Services Plc as Capital Markets Consultants to develop a highly targeted investor access programme.
Braemar Shipping Services Plc (BMS.L) is an international provider of services to shipping, marine, energy, offshore and insurance industries. Braemar's segments include Shipbroking, Financial, Technical and Logistics. Founded in 1982 and quoted since 1997, Braemar employs c.900 professionals across 24 offices globally. In September 2017, Braemar acquired NAVES Corporate Finance GmbH for €24m, and more recently announced the acquisition of Atlantic Brokers Ltd for £4.8m.
“Braemar is one of the leading names in the global marine services landscape. The combination of improving business momentum; recent M&A and Braemar’s clear strategy to drive returns make this an interesting opportunity for investors. We will be focused on getting the Braemar message out to a broader, but targeted, investor universe.”
Iain Daly, Radnor Capital Partners
+44 (0)20 3897 1832
Communisis Plc – Initiation of Coverage
Like its peers, Communisis is managing a structural transition from the analogue to digital world. This process has not been without its challenges. However, the proof is in the pudding and the performance over the last four years has been impressive.
Next Fifteen Communications Group – Trading Update
NFC has provided a full year trading update with FY18E expected to be in line with expectations. Beneath the surface this breaks down into a better than expected UK performance; a return to healthy 5% plus organic growth in the US; but softened by the recent strength of Sterling relative to the dollar.
Next Fifteen Communications Group – Acquisition of Brandwidth Group – Desk Note
NFC has announced the acquisition of Brandwidth Group, a UK based digital agency. The terms of the acquisition; £6.2m of initial consideration (£4.9m cash) and £4.1m of deferred consideration (ending in 2020) are in-line with previous acquisitions.
Radnor Capital Partners – Investors in Small Cap Software
With small caps; limited stock liquidity, valuation, the same old investor faces and sellers impacting the share price are perennial issues. Therefore, many companies ask themselves how they can more effectively allocate time to meeting investors in order to solve the issues they face.