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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.
Solid State: Successfully Negotiating Supply Chain Issues By Edison Group - Feb 11, 2022

Solid State’s trading update this morning notes that the strong performance achieved in both the Systems and the Components divisions during H122 has been maintained so far during H2 despite...

Edel: Streaming And Vinyl Press Ahead By Edison Group - Feb 10, 2022

Edel’s FY21 results (to 30 September) showed the benefits of continuing strong demand for the group’s wide range of digital content, alongside the sustained demand for physical vinyl. H221...

Impact Healthcare REIT: Positive Q421 returns By Edison Group - Feb 09, 2022

Impact Healthcare REIT’s unaudited NAV data for the three months to 31 December 2021 (Q421) show the consistent trend of positive quarterly NAV total returns since IPO continuing. The FY21 DPS...

Evolva: A New CEO For A New Phase Of Growth By Edison Group - Feb 09, 2022

Evolva has appointed Christian Wichert as its new CEO to accelerate growth and lead the company during its next phase. Over the last 18 months Evolva’s manufacturing network has expanded...

Bitcoin’s Investment Thesis – Hard To Value By Edison Group - Feb 09, 2022

Cryptocurrencies – irrational hype or financial revolution?Bitcoin (BTC) and other digital assets have been making headlines in recent months, polarising the investment community with an equal...

YOC: VIS.X Strategy Driving Momentum In FY22 By Edison Group - Feb 09, 2022

YOC’s FY21 preliminary results were at the top end of December guidance, which was an uplift from the guidance it gave with its H121 results. VIS.X, its programmatic advertising platform,...

CentralNic Group: Ending A Strong Year At A Gallop By Edison Group - Jan 17, 2022

Driven by its investment programme, CentralNic Group (LON:CNIC) delivered record like-for-like organic revenue growth throughout FY21 (Q121: 16%; H121: 20%; 9M21: 29%), culminating in 37% organic...

RTW Venture Fund Limited: Initiation Of Coverage By Edison Group - Jan 12, 2022

RTW Venture Fund (LON:RTW) (RTWVF) is managed by healthcare specialist RTW Investments (RTW), which was founded in 2009 by Dr Roderick Wong. It has an innovative approach, focusing on attractive...

Pharnext: Convertible Debt Terms Revised By Edison Group - Dec 30, 2021

Due at least in part to significant recent share price depreciation, Pharnext (PA:PHARN) has announced a revision in the terms of its June 2021 convertible debt financing (OCEANE-BSA). Effective...

Supermarket Income REIT: Supermarket Sweep By Edison Group - Dec 13, 2021

Supermarket Income REIT's (LON:SUPR) (SUPR’s) development continues apace. Including the three recently announced acquisitions (c £150m before costs), we forecast up to £600m of...

OPG Power Ventures: FY22 Interim Results By Edison Group - Dec 08, 2021

OPG Power Venture (LON:OPG) (OPG) has modern thermal power generation assets and a strong balance sheet to see it through the current coal price headwind, which is also masking the short-term...

Carr's Group: FY21 Results Ahead Of Improved Expectations By Edison Group - Dec 08, 2021

Carr’s Group's (LON:CARRC) FY21 results were ahead of management’s improved expectations, with increased profits across both the Speciality Agriculture and Agricultural Supplies divisions...

DiscoverIE Group: Record Order Book Drives Upgrades By Edison Group - Dec 06, 2021

DiscoverIE Group PLC (LON:DSCV) reported strong organic growth in H122, up 8% compared to pre-COVID H120, and the underlying operating margin increased 0.8pp y-o-y to 10.3%. With the disposal of the...

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