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Edison Group Edison Group

Edison Group's Comment & Analysis.
Access a complete archive of all posts and research produced by Edison Group, including current material.
Lepidico: Coming In Sight Of The Rubicon By Edison Group - Aug 05, 2022

Lepidico (ASX:LPD) is awaiting the delivery of Phase 1 control estimates from its EPCM contractor ahead of making a final investment decision (FID) on its Karibib integrated lithium mine and chemical...

The MISSION Group: H122 Trading On Track By Edison Group - Jul 13, 2022

The MISSION Group's (LON:TMGT) H1 trading update shows it is on track to meet FY22 guidance, with profits weighted, as is usual, to the second half. The trading backdrop is becoming more difficult,...

Filtronic: Recovery Continues Throughout H222 By Edison Group - Jun 20, 2022

Filtronic's (LON:FTC) post-close trading update notes that FY22 revenues will be broadly in line with market expectations, rising by 10% y-o-y to £17.1m. In addition, adjusted EBITDA will be...

Nanoco Group: More Good News – This Time Organic Business By Edison Group - Jun 07, 2022

Nanoco Group (LON:NANON) has signed an agreement for a fifth work package from its major European customer. This covers the final phase of a scale-up of a longer wavelength material and development of...

Deutsche Beteiligungs: Valuations Hit By Macro Headwinds By Edison Group - May 26, 2022

Deutsche Beteiligungs (ETR:DBANn) reported a 5.3% NAV decrease to €631.6m (defined as equity value) in H122 in total return terms. The main driver of the decrease was the revaluation of the held...

Treatt: Reverting To A Normal Split By Edison Group - Apr 12, 2022

Treatt PLC (LON:TET) has continued to perform well, with the good business momentum continuing into H122. As previously flagged and as consumers emerge from the pandemic, the performance in FY22 is...

WANdisco: Multiple Contract Wins Bolster Momentum By Edison Group - Apr 11, 2022

WANdisco's (LON:WAND) Q122 trading update demonstrated that the momentum we reported on earlier this year has continued, with bookings and remaining performance obligations (RPO) up significantly to...

BayWa Thematic Report – Focus On 2021 Results By Edison Group - Mar 31, 2022

Strategy delivers record EBIT in FY21Baywa (LON:0AH7) is an international trading company operating in the fields of energy, agriculture and building materials. In this thematic report, which is the...

Invesco Asia Trust: Picking Quality Value Stocks By Edison Group - Mar 29, 2022

Despite the notable setback in Asian markets during Q122, Invesco Asia Trust (IAT) continues to generate a double-digit annualised NAV total return (c 11% over the past 10 years), supported by...

Datatec: 13% Growth Despite Supply Chain Constraints By Edison Group - Mar 17, 2022

In a post-close trading update, Datatec’s (JO:DTCJ) management has released FY22 revenue figures. Group revenue is expected to have risen c 13% y-o-y to US$4.65bn (FY21: US$4.11bn), implying...

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