Dec 2021
Esken plc´s Stobart Energy (LON:ESKN) is the subject of conversation when Robin Byde joins DirectorsTalk Interviews. Robin explains what Stobart Energy does, explains why he thinks the company has a strong investment case and how the company can grow the business over the next 5 years.
Nov 2021
CentralNic Group Plc (LON:CNIC) is the topic of conversation when Bob Liao, Research Analyst at Zeus Capital joins DirectorsTalk Interviews. Bob explains what has driven the strong organic revenue growth, the trend in profits and what further share prices drivers Bob sees on the horizon.
Nov 2021
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Zeus Capital Research Analyst Robin Savage joins DirectorsTalk Interviews. Robin talks us through the key points from the interim results for the six-month period ended 30 September 2021, explains whats behind the upgraded forecasts and with Tatton being a highly profitable and fast growing […]
Nov 2021
Zeus Capital Head of Research Mike Allen and Research Director Robin Byde join DirectorsTalk Interviews to discuss its Quarterly Electric Vehicles Report.
Nov 2021
Inchcape plc (LON:INCH) is the topic of discussion when Zeus Capital Head of Research, Mike Allen joins DirectorsTalk Interviews. Mike talks us through the latest Q3 update, explains the changes to the forecast, provides a recap on the company in terms of an investment case, explains how he sees the company in terms of a […]
Oct 2021
Strix Group plc (LON:KETL) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk Interviews. Andy explains how the company performed during the pandemic, the visibility we have over Full Year 2021 numbers, looking forward how he sees the business developing and how the company looks in terms of a valuation.
Oct 2021
AFC Energy plc (LON:AFC) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorTalk Interviews. Mike explains the current opportunities facing AFC, the market dynamics, shares his thoughts on the current share price and valuation and what investors should be looking out for over the coming months.
Oct 2021
CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao joins DirectorsTalk to discuss a Q3 Trading Update. Bob explains how revenues and profits are tracking against full year expectations, whats driving the strong organic growth and how Bob views the outlook for the business.
Oct 2021
Lookers Plc (LON:LOOK) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk Interviews. Mike talks us through the key themes he noted in the company trading update covering the three month period ended 30 September 2021. Mike also explains the changes made to the forecasts and shares his view on the […]
Oct 2021
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk Interviews. Mike talks us through the key points from the company´s announcement that it has acquired the entire issued share capital of Motorline Holdings Limited, explains the impact on forecasts, his long term view on the company […]
Oct 2021
Sep 2021
Fintel Plc (LON:FNTL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk Interviews. Robin talks us through the key elements of the transaction from Fintel’s perspective, the impact on forecasts and impact this deal has on Robin´s view on valuation.
Sep 2021
Esken Ltd (LON:ESKN) is the topic of conversation when Robin Byde, Analyst at Zeus Capital joins DirectorsTalk Interviews. Robin provides us with some background to the company, explains why he sees a recovery and provides his thoughts on the valuation and risks.
Sep 2021
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Zeus Capital Analyst Robin Savage joins DirectorsTalk Interviews. With Tatton having signed a 5 year distribution agreement with Fintel and to acquire Verbatim for £5.8m, Robin explains the key elements of the transaction from Tatton’s perspective, how it will impact forecasts and the impact on valuation.
Sep 2021
Lookers plc (LON:LOOK) is the topic of conversation when head of Research at Zeus Capital, Mike Allen joins DirectorsTalk Interviews. Mike gives us an outline of the impressive first half results, talks about the key themes he noted in the results, shares his views on the outlook for the company and his thoughts on the company valuation.
Sep 2021
Surface Transforms plc (LON:SCE) are the topic of conversation when Robin Byde joins DirectorsTalk. Robin talks us through the company´s latest update on a contract award, explains the revised manufacturing strategy and further upside / risks to the story at the moment.
Aug 2021
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk Interviews. Mike talks us through the recent H1 results, explains the key drivers behind the results, any changes to the forecast, shares his view on the company in terms of a valuation and thoughts […]
Aug 2021
LSL Property Services plc (LON:LSL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk Interviews. Robin shares his view on the results and explains how this affects the forecast and also the valuation.
Aug 2021
Zeus Capital Ltd, Head of Research Mike Allen joins DirectorsTalk Interviews to discuss five key themes that they believe will shape the motor retail sector in the short-to-medium term.
Aug 2021
DWF Group plc (LON:DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks to DirectorsTalk. Mike shares his thoughts on the results, explains the key drivers, changes made to the forecast and thoughts on the company in terms of a valuation.
Jul 2021
tinyBuild Inc (LON:TBLD) is the topic of conversation when Bob Liao talks to DirectorsTalk. The company AGM statement indicates strong progress on agreements with distributors, mining the back catalogue and developing interest in planned releases. provides us more details into these growth drivers, explains how this impacts his view on the company’s ability to meet 2021 […]
Jul 2021
Fintel Plc (LON:FNTL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk to discuss an update on strategic progress and a pre-close trading update for the six months ended 30 June 2021. Robin talks us through the key points, changes to the forecast and how he values the company in light of […]
Jul 2021
Purplebricks Group plc (LON:PURP) is the topic of conversation when Robin Savage Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company full year results to 30th April, explains how the new Money Back Guarantee might show up in Purplebricks’ future revenue and profits and how investors should value the company […]
Jul 2021
Lookers plc (LON:LOOK) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital catches up with DirectorsTalk. Mike shares his thoughts on the company preliminary results for the year ended 31 December 2020, the outlook for the company, changes to the forecast, an investment case and catalysts to look out for.
Jun 2021
Inchcape plc (LON:INCH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike explains the recent earnings upgrade, shares his view on the current valuation, discusses the investment thesis and catalysts investors should be looking out for.
Jun 2021
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao, Research Analyst at Zeus Capital joins DirectorsTalk. Bob provides factors underpinning the view that the company is trading in line with expectations, how its performing in terms of cash generation and how a new publishing venture and the release of a significant game […]
Jun 2021
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Robin Savage, research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company final results for the year ended 31 March 2021, explains what changes have been made to the forecasts and Robin shares his thoughts on the […]
Jun 2021
Xpediator plc (LON:XPD) is the topic of conversation when Robin Byde, Research Analyst at Zeus Capital joins DirectorsTalk. Robin provides us with a recap of what the company does, what was said in their update and what Robin is seeing in the sector as a whole.
Jun 2021
tinyBuild plc (LON:TBLD) is the topic of conversation when Bob Liao, Research Analyst at Zeus Capital joins DirectorsTalk. Bob explains how the company has performed compared to expectations, how it is positioned to deliver 30% growth through 2021 and shares his views on the appointment of a new Non-Executive Director and acquisition
Jun 2021
OnTheMarket.com plc (LON:OTMP) is the topic of conversation when Zeus Capital Research Analyst, Robin Savage joins DirectorsTalk. Robin talks us through the key points of the company´s full year results, explains how the company is currently trading and how any investors should value the company.
Jun 2021
CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital joins DirectorsTalk. Bob explains how strong Q1 results might impact the full year estimates, the strong growth a reflection of the company investment strategy and the potential impact of Google and Apple´s policy changes on Online Marketing.
Jun 2021
DWF Group plc (LON:DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike explains how the company performed during the financial year ended 30 April 2021, the key themes he noted in the company update, changes to the forecast and Mike shares his thoughts on the company […]
May 2021
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Head of Research at Zeus Capital, Mike Allen joins DirectorsTalk. Mike talks us through the highlights from Marshall´s trading update, explains the key themes he noted, changes to the forecast and how he sees the company in terms of a valuation.
May 2021
Having published a research note on the UK logistics sector Robin Byde research director Zeus capital talks us through the key macro themes he is seeing at the moment.
May 2021
Vertu Motors plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the final result highlights, the key trends he noted in the results, any changes made to the forecast and also shares his thoughts on the company valuation.
May 2021
Inchcape plc (LON:INCH) is the topic of conversation when Zeus Capital´s Head of Research Mike Allen joins DirectorsTalk. Mike explains the Inchcape thesis, changes to forecasts, shares his thoughts on the company valuation and explains the catalysts should we be looking out for.
Apr 2021
TinyBuild Inc (LON:TBLD) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital joins DirectorsTalk. Bob provides us with an overview of the company explains what makes the company unique and how Bob sees the outlook for the company.
Apr 2021
Epwin Group plc (LON:EPWN) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy talks us through the numbers from the company trading update, explains how the company has dealt with lockdown, demand patterns across the industry, the outlook for the company and Andy´s thought on the company in terms of a valuation.
Apr 2021
Xpediator plc (LON:XPD) is the topic of conversation when Robin Byde, Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key themes in the sector at the moment, provides an investment case for the company and explains the risks.
Apr 2021
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the acquisition of John Dale limited, any changes to the forecast, and thoughts on the company in terms of a valuation
Apr 2021
Lookers plc (LON:LOOK) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key themes he noted in the company update, how this affects the forecast and how he views the company in terms of a valuation.
Apr 2021
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao, Analyst at Zeus Capital joins DirectorsTalk. Bob talks us through the key highlights from the company´s 2020 results, explains how well the company is positioned in terms of recruitment growth and with a strong outlook how this has affected Zeus forecasts.
Mar 2021
Pendragon plc (LON:PDG) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike discuses key themes he noted in the full year results for the year ended 31st December 2020, any changes made to the forecast, the outlook for the company and how he views the company in […]
Mar 2021
OnTheMarket plc (LON:OTMP) is the topic of conversation when Robin Savage joins DirectorsTalk. Robin explains how important this acquisition is for the company, the financial impact of the Glanty acquisition and how you should assess the value of OTMP shares.
Mar 2021
Purplebricks plc (LON:PURP) is the topic of conversation when Robin Savage, research analyst at Zeus Capital Ltd joins DirectorsTalk. Robin having published a research note entitled “Well Known, but misunderstood” explains the key messages and what people misunderstand about Purplebricks. Robin also talks through the changes made to his forecast, and how investors should value the company.
Mar 2021
Cambria Automobiles plc (LON:CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorTalk. Mike talks us the the key points from its trading update for the five months to 31 January 2021, touches on the forecast, how he views the company in terms of a valuation and shares his thoughts on […]
Mar 2021
Vertu Motors plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights of the company trading update, comments on the forecast, shares his view on the company valuation and how he sees the outlook.
Mar 2021
CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao joins DirectorsTalk. Bob gives us a view of the company’s growth and how it varied across its three divisions, how the company’s profitability followed a similar trajectory to revenue growth, how well its positioned in the market and how Bob sees CentralNic valued […]
Mar 2021
Escape Hunt plc (LON:ESC) is the topic of conversation when Bob Liao joins DirectorsTalk. Bob talks us through the highlights from the company results, explains how the company is resourced over the shorter term and looking longer term the prospects for profits and cash generation.
Feb 2021
LSL Property Services plc (LON:LSL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from an unscheduled announcement, the points LSL’s strategic update in April might make, how the equity market values LSL at the moment and Robin shares his view on […]
Feb 2021
Surface Transforms plc (LON:SCE) is the topic of conversation when Robin Byde, Analyst at Zeus Capital joins DirectorsTalk. Robin having published a new report on the company explains what’s new in the research, talks us through the companies plans for expansion, medium term prospects for the company and the risks involved.
Feb 2021
LSL Property Services plc (LON:LSL) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin explains how recent acquisitions and appointments will impact the group, how the company compares to other quoted stocks and how the company’s valuation compares to Mortgage Advice Bureau.
Feb 2021
Symphony Environmental plc (LON:SYN) is the topic of conversation when Robin Byde, Research Analyst at Zeus Capital joins DirectorsTalk. Robin reminds us what the company does, talks us through the latest company statement, explains how they performed and shares his thoughts on the company in terms of an investment case.
Feb 2021
AFC Energy plc (LON:AFC) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talk us through his latest note and approach used in the valuation, explains what has been excluded from valuation and the next catalysts investors should look out for.
Feb 2021
Epwin Group plc (LON:EPWN) is the topic of conversation when Andy Hanson, Research Director at Zeus Capital Ltd joins DirectorsTalk. Andy talks us through the FY20 trading statement, highlights what’s new and shares his views on the company outlook and valuation.
Feb 2021
Vertu Motors plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital Ltd joins DirectorsTalk. Mike talks us through a brief trading update which states that earnings are ahead of the prior year and analyst forecasts, explains the key drivers and why he considers Vertu as a sector winner.
Jan 2021
Strix Group plc (LON:KETL) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy talks us through the key points from the latest trading update, explains how the company has fared during the 2020 pandemic, discusses the outlook for Strix and how he views the company in terms of a valuation.
Jan 2021
Flowtech Fluidpower plc (LON:FLO) is the topic of conversation when Andy Hanson Director of Equity Research at Zeus Capital joins DirectorsTalk. Andy explains how the company has fared during 2020, the outlook for Flowtech and shares his thoughts on the company in terms of valuation.
Jan 2021
SimplyBiz Group plc (LON:SBIZ) is the topic of conversation when Robin Savage, Analyst at Zeus Capital joins DirectorsTalk. Robin discusses the key points from the company trading update, explains how this changes the forecasts and with underlying growth of its core Digital businesses how this impacts on Robins valuation of the company.
Jan 2021
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao, Analyst at Zeus Capital joins DirectorsTalk. Bob talks us through his key takeaways from the full year trading update, how the acquired US based game co-developer Pipeworks is progressing and the outlook for 2021.
Jan 2021
SimplyBiz Group plc (LON:SBIZ) is the topic of conversation when Robin Savage, Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from his research note entitled “Digital Transformation”, explains how management’s disclosure of the growth of Core Digital impacts the Zeus forecasts and how it changes his view on the company valuation.
Jan 2021
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. With the company producing is half year trading update Mike talks us through the key drivers, talks about the potential for growth, changes to the forecast and how he views the company in terms […]
Jan 2021
Surface Transforms plc (LON:SCE) is the topic of conversation when Robin Byde, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points he noted in the company update, explains any changes to the forecast and valuation and given the company’s strong share price performance how he would describe Surface in terms […]
Dec 2020
OnTheMarket plc (LON:OTMP) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company’s latest announcements, explains how investors should think about future revenue and profit growth and thoughts on how equity market value will develop over time.
Dec 2020
DWF Group plc (LON:DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key highlights from the company’s half year report, explains how the balance sheet looks, the outlook, changes to the forecast and how the company looks to Zeus in terms of fair value to […]
Dec 2020
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights from the trading update, explains what has driven the growth, how this affect the forecast and Mikes view on the company as an investment case.
Dec 2020
CentralNic Group Plc (LON:CNIC) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital joins DirectorsTalk. Bob talks us through the results, discusses profits and revenue and debt reduction.
Nov 2020
Ricardo plc (LON:RCDO) is the topic of conversation when Robin Byde, Research Director at Zeus Capital joins DirectorsTalk Interviews. Having just initiated on the company Robin explains what Ricardo does, provides his view on an investment case for them and discusses the potential downside risks.
Nov 2020
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the LTC acquisition, how this factors into the forecasts and the key benefits of the deal.
Nov 2020
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Robin Savage Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from its interims to 30 September, explains how the forecasts will be changed and the implications this has on the company valuation.
Nov 2020
AFC Energy plc (LON:AFC) is the topic of conversation when Mike Allen Head of Research joins DirectorsTalk. Mike talks us through the nature of a binding Agreement with BK Gulf, any changes to his forecasts and how Mike views the company in terms of an investment case.
Nov 2020
DWF Group plc (LON:DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key points from the company HY21 trading update, explains how this effects the forecast, takes a look at the balance sheet and share his view on the company in terms of […]
Nov 2020
Strix Group plc (LON:KETL) is the topic of conversation when Andy Hanson analyst at Zeus Capital joins DirectorsTalk. Andy updates us on how the company has performed in the face of the COVID pandemic, what the capital markets day covered, what the company’s growth aspirations will change and whether the additional growth would warrant a […]
Nov 2020
Escape Hunt plc (LON:ESC) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital joins DirectorsTalk. Bob gives us an update on trading post lockdown, how a second lockdown would impact its buildout plans and how trading might be impacted.
Nov 2020
Purplebricks Group plc (LON:PURP) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company’s trading update, explains the changes he’ll be making to the forecasts and how Robin sees the company in terms of fair value.
Oct 2020
Tatton Asset Management plc (LON:TAM) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company interim results, explains how these results compare to his forecasts and how Robin views the company in terms of fair value.
Oct 2020
Guild Esports plc (LON:GILD) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital speaks to DirectorsTalk. Bob gives us an idea of the size and potential of the esports market, an overview of the company’s plans over the medium term, where the fans and followers come from and provides an update […]
Oct 2020
Space and People plc (LON:SAL) is the topic of conversation when Robin Byde joins DirectorsTalk. Robin provides some background on what the company does, how it has traded recently and what opportunities lie ahead for investors and potential investors alike.
Oct 2020
Marshall Motor Holdings plc (LON:MMH) CEO Daksh Gupta is interviewed by Mike Allen Head of Research at Zeus Capital in this video interview on the company’s latest trading update. Daksh talks about the dynamics behind the outperformance, what’s driven this demand, record volume in what the media and SMMT have said this was the worst September since 1999, […]
Oct 2020
AB Dynamics plc (LON:ABDP) is the topic of conversation when Robin Byde, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the background to the Group and sector, provides an investment case for the company and talks about the next events and catalysts investors should look out for. AB Dynamics is a leading designer, manufacturer and […]
Oct 2020
OnTheMarket plc (LON:OTMP) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins us on DirectorsTalk. Robin talks us through the key points from the company interim results, how this affects the forecast model and whether the results change Robin’s view on the company value / share price.
Oct 2020
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights of the company trading update, the impact this has on forecasts, shares his long term view of the company, why Marshall consistently outperforms the market and touches on […]
Oct 2020
Marshall Motor Holdings plc (LON:MMH) CEO Daksh Gupta and CFO Richard Blumberger join DirectorsTalk to discuss an unscheduled trading update. Daksh talks us through the highlights, explains the key drivers and how her sees the remainder of the year shaping up while Richard discusses the cash performance and portfolio changes.
Oct 2020
Vertu Motors plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the interim highlights, the key drivers, the approach to forecasting, a company valuation and why Mike thinks it should be a successful consolidation.
Oct 2020
Escape Hunt plc (LON:ESC) is the topic of conversation when Bob Liao, Analyst at Zeus Capital joins DirectorsTalk. Bob explains how the reopening of their sites, post lockdown, has gone, provides an update of how expansion plans are progressing now and how Escape Hunt is positioned for a tightening of lockdown measures.
Sep 2020
GYG plc (LON:GYG) the market leading superyacht painting, supply and maintenance company is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key points from GYG’s H1 results, explains what key themes he noted, the assumptions made in the forecast and Mikes thoughts on […]
Sep 2020
AFC Energy plc (LON:AFC) is the topic of conversation when Mike Allen, Research Director at Zeus Capital joins DirectorsTalk. Mike explains what key themes we should note from the initiation report, how investors should value AFC and what Mike expects to see in terms of news flow over the coming months.
Sep 2020
SimplyBiz Group plc (LON:SBIZ) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the company interim results, explains the management guidance in terms of relevance with consensus expectations and shares his thoughts on the company valuation.
Sep 2020
JTC Group plc (LON:JTC) is the topic of conversation when Robin Savage, Research Director at Zeus Capital joins DirectorsTalk. Robin talks through the key features he found in the interim results, the medium term guidance and its relevance to consensus expectations and Robins thoughts on the current share price for JTC.
Sep 2020
Symphony Environmental Technologies Plc (LON:SYM) is the topic of conversation when Robin Byde, Research Director at Zeus Capital joins DirectorsTalk. Robin gives us an overview of the company and its products, explains the outlook for earnings and cash generation and shares his views on why you might want to invest in the company at this time.
Sep 2020
Surface Transforms plc (LON:SCE) is the topic of conversation when Robin Byde Research Director at Zeus Capital joins DirectorsTalk. Robin talks us through the major contract win with a EV manufacturer, explains how this affects the forecast and how this news changes Robin’s view of the company in terms of fair value.
Sep 2020
Epwin Group plc (LON:EPWN) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy talks us through the interim results, compare the performance to the industry, explains what has happened since lockdown, talks about confidence in reinstating guidance and dividends and shares his thoughts on the outlook for 2021.
Sep 2020
CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao joins DirectorsTalk. Bob gives us an overview of Codewise, CentralNic’s latest acquisition, talks us through the rationale for the transaction and talks us through some of the financial benefits with a view on the company valuation. CentralNic Group is a London-based AIM-listed company which […]
Sep 2020
OnTheMarket plc (LON:OTMP) is the topic of conversation when Robin Savage, Analyst at Zeus Capital joins DirectorsTalk. With OTMP releasing August figures Robin explains the relevance of the numbers, what its “New & Exclusive” product means in practice and how investors can value a business which for the first 7 years of its existence has […]
Sep 2020
Flowtech Fluidpower plc (LON:FLO) is the topic of conversation when Andy Hanson, Research Analyst at Zeus Capital discusses interim results. Andy talks us through the key highlights, how the company performed during the pandemic, the outlook and the company and an investment opportunity.
Sep 2020
Accrol Group Holdings plc (LON:ACRL) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key highlights from the companys final results, discusses the outlook, forecast and shares his thoughts on the company as an investment.
Sep 2020
CentralNic Group plc (LON:CNIC) is the topic of conversation when Technology Analyst Bob Liao from Zeus Capital joins DirectorsTalk. Bob explains what has driven the strong revenue growth for H1, how the top line growth translates into EBITDA growth and cash generation and how these results have impacted on the forecast.
Aug 2020
Escape Hunt plc (LON:ESC) is the topic of conversation when Bob Liao, Technology Analyst at Zeus Capital joins DirectorsTalk. Bob gives us an overview of the company, provides an update on the company operations and talks us through its market position and growth strategy.
Aug 2020
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Mike Allen, head of research at Zeus Capital joins DirectorsTalk. Mike talks us through the key features from the company H1 results, shares his thoughts on the outlook and also as an investment case.
Aug 2020
Surface Transforms plc (LON:SCE) is the topic of conversation when Robin Byde, Research Director at Zeus Capital joins DirectorsTalk. Robin talks us through the key features of Zeus’s initiation note, discusses the outlook, competitors and view on the company as an investment case.
Aug 2020
CentralNic Group plc (LON:CNIC) is the topic of conversation when Zeus Capital Analyst Bob Liao joins DirectorsTalk. Bob discusses H1 revenue growth, EBITDA, gross cash vs net cash and shares his view on the company valuation.
Aug 2020
Epwin Group plc (LON:EPWN) are the topic of conversation when Andy Hanson, deputy head of research at Zeus Capital joins DirectorsTalk. Andy explains how Epwin have been impacted by COVID 19, whether it had enough funding during the period, the outlook for the second half of the year and how the company has fared overall during lockdown.
Aug 2020
Inchcape plc (LON:INCH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital speaks to DirectorsTalk. Mike explains how the company half year report looks, key themes noted in the report, company strategy, forecasts and company valuation.
Aug 2020
Purplebricks Group plc (LON:PURP) is the topic of conversation when Zeus Capital Analyst Robin Savage joins DirectorsTalk. Robin talks us through the key points from the company full year results, forecasts for this year and next, the revenues we should expect and how shareholders should value the company.
Jul 2020
Flowtech Fluidpower plc (LON:FLO) are the topic of conversation with Andy Hanson, Research Analyst at Zeus Capital. Andy explains how the company dealt with COVID during the first 6 months, how its traded since restrictions have eased and how Andy feels about the prospects looking into the second half.
Jul 2020
Safestyle UK plc (LON:SFE) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy explains how the recommencement of operations gone, whether this highlights a change in consumer behaviour and why Safestyle raised additional equity during lockdown.
Jul 2020
Strix Group plc (LON:KETL) is the topic of conversation when Andy Hanson Deputy Head of Research at Zeus Capital joins DirectorsTalk. Andy talks us through the highlights from the company interim results, explains how this has affected his forecast, shares his thoughts on the outlook and company valuation as an investment case.
Jul 2020
GYG plc (LON:GYG) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights of its audited Final Results for the year ended 31 December 2019, talks about the key themes he noted, adjustments to the forecast and Mikes view on the company as […]
Jul 2020
City of London Investment Group plc (LON:CLIG) is the topic of conversation when Zeus Capital Analyst Robin Savage joins DirectorsTalk. Robin talks us through the key points from his note entitled ‘Update and KMI deal approved’, explains how it compares to his forecasts & expectations and how the update informs shareholders and market’s the valuation of CLIG shares.
Jul 2020
Vertu Motors plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through key points from the trading update, explains the cash position and shares his view on the company outlook.
Jul 2020
The UK motor sector is the topic of discussion when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike explains how dealers have fared during lock down, signs of pent up demand, when we can expect to see forecasts and the long term attractions of the Motor Sector.
Jul 2020
CentralNic Group plc (LON:CNIC) is the topic of conversation when Zeus Capital Analyst Bob Liao joins DirectorsTalk. Bob talks us through the groups overall performance, operations and positioning of the company and also provides additional insights into the company’s growth strategy through M&A.
Jun 2020
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao Analyst at Zeus Capital joins DirectorsTalk. Bob explains how Sumo traded since its last update, changes to the company’s growth strategy and given the AGM statement whether this has changed Bob’s outlook on the company.
Jun 2020
Escape Hunt plc (LON:ESC) CEO Richard Harpham joins DirectorsTalk to discuss the successful completion of a placing announced only hours before. Richard explains what the proceeds will be used for, the short-term and long-term pipeline for new owner-operated sites, the significant opportunity to grow the franchise business in the US and Canada, the development of downloadable […]
Apr 2020
CentralNic Group plc (LON:CNIC) is the topic of conversation when Bob Liao analyst at Zeus Capital joins DirectorsTalk. Bob explains why the company is so resilient in the current downturn and provides more insight into CentralNic’s business model, products, markets and financial position.
Mar 2020
Sumo Group plc (LON:SUMO) is the topic of conversation when Bob Liao Technology Analyst at Zeus Capital joins DirectorsTalk. Bob explains how Sumo is positioned in terms of its intellectual property, the hidden sources of IP within the company and how this should translate into the company’s valuation.
Mar 2020
SimplyBiz plc (LON:SBIZ) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital caught up with DirectorsTalk. Robin explain how full year results compare with the 28th Jan update, how this changes the Zeus forecast and shares his thoughts on fair value for the company shares.
Mar 2020
Inchcape plc (LON:INCH) is the topic of conversation when Mike Allen Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through 2019 FY results, explains the key drivers, how this affects forecasts and shares his thoughts on the company as an investment case.
Mar 2020
Cambria Automobiles plc (LON:CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key themes he noted in the latest trading update, explains what has driven growth, how this affects the forecast and shares his view on the company in terms of valuation.
Feb 2020
Vertu Motors (LON: VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital caught up with DirectorsTalk. Mike shares his thoughts on a Systems Capability Teach In that he attended, explains the purpose, importance and features and also his thoughts on the company in terms of an investment.
Jan 2020
SimplyBiz Group (LON: SBIZ) is the topic of conversation when Robin Savage, Analyst at Zeus Capital talks to DirectorsTalk. Robin talks us through the key points from its year end trading update, explains how the update fits in with the Zeus forecast and expectations and Robin shares his thoughts on the share price in terms […]
Jan 2020
JTC Group plc (LON: JTC) is the topic of conversation when Robin Savage Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the year end trading update, how it compares for forecasts and expectations and with shares trading at 425p and trading on 20x consensus earnings for 2019 Robin shares his thoughts on […]
Jan 2020
Cambria Automobiles (LON: CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the acquisition of two new franchises, changes made to the forecast and shares his thoughts on the company in terms of an investment.
Jan 2020
DWF Group (LON: DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital caught up with DirectorsTalk. Mike talks us through the key points to the company in terms of an investment case, the changes to a revised forecast and shares his view on the company’s valuation.
Jan 2020
City of London Investment Group (LON: CLIG) is the topic of conversation when Robin Savage, Research Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the CLIG trading update, explains how this compares with forecasts and expectations and how shareholders should now value CLIG shares.
Dec 2019
DWF Group plc (LON: DWF) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the groups half year results, talks us through the strategic progress made, explains how the acquisition of Spanish law firm RCD will benefit the company, any changes to the forecast and Mikes […]
Nov 2019
Cambria Automobiles (LON: CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike explains how the results compare with forecasts, the key drivers, if the forecast has changed in anyway and company valuation compared to its peers.
Oct 2019
Zeus Capital founder Richard Hughes has been named the most successful dealmaker of the last 25 years at the North West Business Insider Dealmakers Awards – an award voted for entirely by the North West’s corporate finance community.
Oct 2019
Inchcape PLC (LON: INCH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks to DirectorsTalk. Mike explains when he has recently published a new research note on the company, whats changed in terms of an investment case, changes made to the portfolio and shares his view on the company […]
Oct 2019
Tatton Asset Management (LON: TAM) is the topic of conversation when Robin Savage, Analyst at Zeus Capital joins DirectorsTalk. Robin reminds us of the services the company provides, talks us through the highlights from the 6 month trading update and explains how investors can estimate the fair value of Tatton when it is growing so fast.
Oct 2019
City of London Investment Group (LON: CLIG) is the topic of conversation when Robin Savage, Analyst at Zeus Capital joins DirectorsTalk. Robin talks us through the key points from the Q1 trading update, explains how this compares with Robin’s forecast and how this report informs shareholders of the market valuation of CLIG shares.
Oct 2019
Vertu Motors (LON: VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the results any key themes he noted, how this has impacted on the forecast and shares his thoughts on the company’s valuation.
Oct 2019
Zeus Capital’s Mike Allen, Head of Research, interviews Robert Forrester, CEO of Vertu Motors (LON: VTU) following the release of their results.
Sep 2019
Strix Group plc (LON: KETL) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy talks us through the key highlights from the company’s interim results for the six months ended 30th June 2019, shares his thoughts on the company outlook and also the company valuation.
Sep 2019
SafeStyle UK (LON: SFE) is the topic of conversation when Andy Hanson, Analyst at Zeus Capital joins DirectorsTalk. Andy talks us through the highlights of the latest interim results, the outlook for the company and thoughts on the company valuation.
Sep 2019
Strix Group plc (LON: KETL) CEO Mark Bartlett joins DirectorsTalk to discuss interim results for the 6 months to 30th June. Mark talks us through the highlights, explains how with a turbulent geo-political backdrop this affects the company, talks about the new product development roadmap and updates us on the integration of HaloSource.
Sep 2019
City of London Investment Group (LON: CLIG) is the topic of conversation when Zeus Capital Analyst Robin Savage talks to DirectorsTalk. Robin explains whats new since the pre-close statement 16th July, why there is a difference from the forecast cash balance and how the reports and accounts help shareholders with CLIG’s market valuation.
Sep 2019
Epwin Group (LON: EPWN) is the subject of conversation when Zeus Capital Analyst Andy Hanson joins DirectorsTalk. Andy talks us through the key takeaways from the 6 month trading update, describes the outlook for the company and shares his thoughts on the company’s valuation. Epwin is a leading manufacturer of low maintenance building products, supplying […]
Aug 2019
Marshall Motors (LON: MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the key themes from the latest interim results, how this effects the forecast and shares his thoughts on the company valuation.
Aug 2019
Epwin Group plc (LON: EPWN) is the topic of conversation when Director of Equity Research at Zeus Capital, Andy Hanson joins DirectorsTalk. Andy talks us through the highlights from Epwins Half Year Trading Update, explains how this has changed their forecast and shares his thoughts on the company valuation.
Jul 2019
Vertu Motors (LON: VTU) is the topic of conversation when Mike Allen Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through Vertu’s trading update highlights, explains the key drivers, how this affects the forecast and shares his thoughts on the company as an investment.
Jul 2019
City of London Investment Group (LON: CLIG) is the topic of conversation when Robin Savage, Research Director at Zeus Capital chats to DirectorsTalk. Robin explains why he’s published a note on the company before managements pre-close statement, describes the outlook for next year and how he sees trading over the next few months and years.
Jul 2019
In this interview Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk to discuss his latest note on the UK Motor Retail Sector. Mike talks us through findings on both new and used car market performance and other drivers that impact the market.
Jun 2019
OnTheMarket plc (LON: OTMP) CEO Ian Springett joins DirectorsTalk to discuss FY2019 results. Ian talks us through the key points, explains how the company has created value for its agents, the conversion from free trial to paying contracts and how investors can gauge company success throughout the year.
May 2019
GYG Plc (LON: GYG) is the topic of conversation when Head of Research at Zeus Capital Mike Allen joins DirectorsTalk. Mike talks us through the key themes in GYG’s trading update, explains how this changes the forecast and shares his thoughts on the company valuation.
May 2019
Cambria Automobiles (LON: CAMB) is the topic of conversation when Mike Allen Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights of the H1 results, explains any themes he noted, changes to the Zeus forecast and shares his views on the company valuation.
May 2019
Elegant Hotels Group is the topic for conversation when Mike Allen, Head of Research at Zeus Capital spoke with DirectorsTalk. Mike talks us through the highlights of H1 results, explains any themes he noted, how this affects his forecast and how he views the company valuation at the moment.
May 2019
Vertu Motors (LON: VTU) is the topic for conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the highlights of FY results, explains any themes he noted, how this has affected his forecast and how he views the company valuation at the moment.
Mar 2019
Lookers Plc (LON: LOOK) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks to DirectorsTalk. Mike talks us through the highlights of the company’s final results, any themes he noted in the report, how this might effect the forecasts and shares his views on the company valuation.
Mar 2019
Marshall Motor Holdings (LON: MMH) is the topic of conversation when Mike Allen Head of Research at Zeus Capital joins DirectorsTalk to discuss end of year results for the 31 Dec 2018. Mike runs us through the highlights, explains any key themes he noted in the report, any changes to the forecast and shares his […]
Mar 2019
Marshall Motor Holdings plc (LON:MMH) CEO Daksh Gupta and CFO Richard Blumberger join DirectorsTalk to discuss year end results. Daksh talks us through the key highlights, expands on the two recent acquisitions and provides us with an outlook for 2019 and beyond. Richard explains the key drivers behind the great results, talks us through a strong […]
Feb 2019
OnTheMarket (LON: OTMP) CEO Ian Springett talks to DirectorsTalk about its record traffic and leads. Ian explains the significance of a recent victory in the court of appeal has on the company, the key take-outs from a strong set of operating metrics, the next steps for the company and where Ian is hoping to be […]
Jan 2019
Elegant Hotels Group Plc (LON:EHG) is the topic of conversation when Zeus Capital Director of Research Mike Allen joins DirectorsTalk. Mike talks us through the FY18 results, the outlook for the company, explains how he has tweaked the forecast and shares his thoughts on the company’s valuation.
Jan 2019
OnTheMarket plc (LON:OTMP) is the topic of conversation when Zeus Capital Research Analyst Robin Savage talks to DirectorsTalk. Robin summarises the key points to his 28 page note on the company, explains what we can expect from the trading update due 31st Jan and how investors can judge the value of the company shares.
Dec 2018
Inchcape plc (LON: INCH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins us. Mike runs us through the company business model, explains the key investment attractions, their approach to forecasting and shares his thoughts on the company’s current valuation.
Nov 2018
BCA Marketplace plc (LON:BCA) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks to DirectorsTalk. With BCA Marketplace having just provided their Interim results for the 6 months ended 30 September 2018 we ask Mike for his thoughts on the results, the themes that he noted, any changes to […]
Nov 2018
XPS Pensions Group (LON: XPS) is the topic of conversation when Zeus Capital Research Analyst Robin Savage joins DirectorsTalk. Robin explains why there is such a difference between the headline revenue growth and the adjusted EPS growth, the outlook for the company and given that XPS is trading at 161p a share does Robin consider […]
Nov 2018
Tatton Asset Management (LON:TAM) is the topic of conversation when Zeus Capital Research Analyst Robin Savage joins DirectorsTalk. Robin explains the services TAM provides, what shareholders should expect in return, why Robin thinks there is a potential doubling of AuM over the next 4 years and the assumptions made in getting there. Robin also explains […]
Nov 2018
Cambria Automobiles (LON:CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks about the release of preliminary results for the year to 31 August 2018. Mike shares his thoughts on the results, explains the key drivers, forecast changes and shares his view on the current valuation.
Nov 2018
Marshall Motor Holdings Plc (LON:MMH) is the topic of conversation when Head of Research at Zeus Capital joins DirectorsTalk. Mike explains how Marshall’s update has affected his forecast and how in terms of valuation and company outlook he sees Marshall going into 2019 and beyond.
Nov 2018
Marshall Motor Holdings (LON:MMH) CEO Daksh Gupta talks to DirectorsTalk about its latest trading statement. Daksh explains whats been the driver behind this unscheduled statement, if we have now seen the end of the supply issues resulting from WLTP and what is driving the strong used car performance.
Oct 2018
OnTheMarket plc (LON:OTMP) CEO Ian Springett talks to Ryan Mendy, Head of Account Management at Zeus Capital in this, the final piece of a three part interview. Ryan asks why Facebook partnered with OnTheMarket & can Rightmove continue charging agents x3 more for the same service?
Oct 2018
OnTheMarket plc (LON:OTMP) CEO Ian Springett talks to Ryan Mendy, Head of Account Management at Zeus Capital. In this, the 2nd of a three part interview, and having been listed now for 9 months, Ryan asks Ian to discuss the all important numbers and to explain the benefits to agents, the edge OTMP have and what […]
Oct 2018
Ryan Mendy, Head of Account Management at Zeus Capital interviews OnTheMarket plc (LON:OTMP) CEO Ian Springett. In this, the 1st of a three part interview, and with three main players Ryan asks whats really going on and why OnTheMarket exist.
Oct 2018
Marshall Motor Holdings Plc (LON:MMH), one of the UK’s leading automotive retail groups, issued a trading update in response to the introduction of the new Worldwide Harmonised Light Vehicle Test Procedure. Joining Directorstalk to discuss the update is Daksh Gupta, CEO of Marshall Motors. Daksh explains why they decided to release the update and the impact […]
Oct 2018
Vertu Motors (LON: VTU) in this latest video interview, Mike Allen, Head of Research at Zeus Capital sits down for an informal but straight talking conversation with Vertu Motors CEO, Robert Forrester. In this timely interview, Robert answers questions behind what’s driven his company’s H1 performance, as well as providing in-depth context around key topics affecting the industry such as supply issues and Brexit. Giving investors a frank view on how he is planning to steer his £152m market cap business through these challenges and grow.
Oct 2018
Elegant Hotels Group (LON:EHG) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike shares his thoughts on the recent trading update, how this might affect its forecast and Mikes view on the company valuation as an investment.
Oct 2018
OnTheMarket plc (LON:OTMP) CEO Ian Springett talks to DirectorsTalk about record traffic its property portal and listing agreements with over 11,000 agent branches. Ian reminds us of the guided target, the possibility of a newly revised figure, talks about the total market size, the market players and what 11,000 agents means in the scale of things […]
Sep 2018
CentralNic Group plc (LON:CNIC) CEO Ben Crawford joins DirectorsTalk to discus its latest interim results. Ben shares his view on the results, explains how industries in the UK compare to the US, updates us on the consolidation of KeyDrive, explains how GlobeHosting ties in with the company strategy and provides an outlook for the rest of […]
Sep 2018
Strix Group Plc (LON:KETL) CEO Mark Bartlett talks to DirectorsTalk about its strong interim results for the six months ended 30 June 2018. Mark discusses the highlights of the results, the launch of the U9 products, how Strix maintained their market share of around 38% and their strategy going forward both near and long term.
Sep 2018
OnTheMarket Plc (LON:OTMP) CEO Ian Springett talks to DirectorsTalk about making its rental properties available on Facebook Marketplace. Ian explains how this came about, any commercial agreements in place, how its agent base is growing along with increased traffic to the site and what he believes will disrupt “the duopoly” of Rightmove and Zoopla.
Jul 2018
Vertu Motors Plc (LON:VTU) is the topic of conversation when Mike Allen chats with DirectorsTalk about its latest AGM statement. Mike talks us through the key points from the update, trading themes, how this might affect the forecast and Mikes view on the company as an investment.
Jul 2018
SimplyBiz Plc (LON:SBIZ) is the topic of discussion when Zeus Capital Analyst Robin Savage talks to DirectorsTalk. Robin talks us through the detailed pre-close statement, explains what the full interim results on the 11th Sept should show and how he expects trading over the next few months and year to go.
Jul 2018
City of London Investment Group (LON:CLIG) is the topic of discussion when Zeus Capital Analyst Robin Savage talks to DirectorsTalk. Robin talks us through CLIG’s pre-close statement, the outlook for next year and explains how he sees the shares trading over the coming months and year.
Jul 2018
Marshall Motor Holdings Plc (LON:MMH) is the topic of conversation when Mike Allen head of Research at Zeus Capital talks to DirectorsTalk about the company’s pre-close statement. Mike talks us through the key points, the main drivers, how this may change Zeus’s forecast and Mikes view on the company as an investment.
Jul 2018
Vertu Motors Plc (LON:VTU) is the topic of conversation when Mike Allen head of Research at Zeus Capital talks to DirectorsTalk about the company’s recent acquisition of Hughes Group Holdings Ltd. Mike shares thoughts on the news, talks us through the financial aspects, explains if this has changed the forecast in any way and his […]
Jun 2018
Harvey Nash Group Plc (LON:HVN) is the topic of conversation when Zeus Capital’s Head of Research Mike Allen chats with DirectorsTalk. Mike talks us through the key themes he noted in the company’s Capital Markets Day, shares his view on the stock and views on the valuation of the company.
May 2018
Ceres Power Holdings plc (LON:CWR) CEO Phil Caldwell chats with DirectorsTalk about it’s strategic collaboration with China’s Weichai Power a Hong Kong and Shenzhen listed company with a market capitalization of c. US$10bn. Phil explains the deal, provides some background on Weichai, explains why China and what this means for the company.
May 2018
Mortgage Advice Bureau (Holdings) Plc (LON:MAB1) is the topic of conversation when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin explains what is covered in his 20 page research note, what he expects to drive growth in 2018 and where he thinks the shares will trade over the next year.
May 2018
Cambria Automobiles Plc (LON:CAMB) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital talks to DirectorsTalk. Mike shares his view on the interim results for the 6 months to the end of Feb, explains the key drivers, how this effects his forecast and shares thoughts on the company valuation.
May 2018
OnTheMarket PLC (LON:OTMP) CEO Ian Springett, talks to DirectorsTalk about company performance since IPO. Ian explains what the company is trying to achieve, the key strategic elements in meeting those objectives, what the company have focused on since IPO and what should investors look for over the coming months to assess it’s value and potential.
Apr 2018
Harvey Nash Group Plc (LON:HVN) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital joins DirectorsTalk. Mike talks us through the prelim result highlights, explains how the market is performing, how the results affect forecasts and in terms of company value the key things investors should consider.
Apr 2018
Global Yachting Group Plc (LON:GYG) are the topic of conversation when Head of Research at Zeus Capital Mike Allen talks to DirectorsTalk. Mike discusses the highlights from the full year results, talks about market dynamics, forecasts and the key valuation metrics.
Mar 2018
Strix Group Plc (LON:KETL) is the topic of conversation with Zeus Capital Analyst John Wilson. John recaps the FY17 results, provides more detail around the market and trends, talks about current trading, the outlook for 2018 and explains the current valuation.
Mar 2018
Safestyle UK (LON:SFE) is the topic of conversation when Rachel Birkett Research Analyst at Zeus Capital talks to DirectorsTalk about FY17 results. Rachel talks us through the highlights, explains the key developments and the outlook for 2018.
Mar 2018
Ceres Power Holdings (LON:CWR) is the topic of conversation when Equity Analyst at Zeus Capital William Game talks to DirectorsTalk. Will talks us through the financials, the key developments and explains what we should be looking out for over the remainder of the year.
Mar 2018
Marshall Motor Holdings (LON:MMH) is the topic of discussion when Head of Research at Zeus Capital Mike Allen talks to DirectorsTalk. Mike talks us through the year end result highlights, explains the key drivers, the Zeus forecast and company valuation.
Mar 2018
Flowtech Fluidpower Plc (LON:FLO) is the topic of conversation when Zeus Capital Equity Analyst Will Game talks to DirectorsTalk. With Flowtech announcing the complementary acquisition of Balu Limited Will talks to us about the company and financials, how Balu fits within the group, any effects this has on the forecast, the groups priorities now and […]
Mar 2018
Lookers Plc (LON:LOOK) is the topic of conversation with Zeus Capital Head of Research Mike Allen. Mike talks us through the Full Year Result highlights, talks about trading themes, the forecast for the company and his thoughts on the company stock valuation.
Feb 2018
Xafinity Plc (LON:XAF) is the topic of conversation when Zeus Capital analyst Robin Savage talks to DirectorsTalk. Xafinty announced the acquisition from Punter Southall Group Limited today and Robin explains how this will benefit the company.
Nov 2017
BCA Marketplace PLC (LON:BCA) is the topic of conversation with Head of Research at Zeus Capital, Mike Allen. Mike talks us through the main points of the H2 results, the key themes in the report, how this affects forecasts and shares his thoughts on the current stock valuation.
Oct 2017
With the Society of Motor manufacturers and Traders data just released, Zeus Capital Head of Research Mike Allen shares his thoughts on figures, implications to other parts of the car market and the sector as a whole.
Oct 2017
Purplebricks Group Plc (LON:PURP) is the topic of conversation when Robin Savage caught up with DirectorsTalk. Robin talks us through the key points made in the the AGM statement, explains why there are so many critics and shares his thoughts on if now is a good time to invest in the company.
Sep 2017
Marshall Motor Holdings Plc (LON:MMH) is the topic of discussion with Mike Allen, Head of Research at Zeus Capital. Mike talks us through the disposal, changes to the forecast and his thoughts on the company stock value.
Sep 2017
Xafinity Plc (LON:XAF) are the topic of convertsation when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin explains why Xafinity, the listed pension consultancy, welcomed the CMA’s investigation into investment consultancy and fiduciary management services, when we will know more about the potential remedy and potential impact and Robin’s thoughts on if […]
Sep 2017
Purplebricks Group Plc (LON:PURP) is the topic of discussion when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin explains the differences between the UK and USA platforms, how investors can monitor the companies success in each of its countries and with shares trading at just over 400p the importance of PURP USA […]
Sep 2017
Tatton Asset Management Plc (LON:TAM) is the topic of conversation when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin, explains what TAM do, the main drivers behind the good revenue and Robins thoughts on whether now is a good time to buys shares in the company.
Sep 2017
Epwin Group Plc (LON:EPWN) are the topic of conversation when Andy Hanson, Director of Equity Research joins DirectorsTalk. Andy shares his thoughts on the latest interim results, explains what has happened with two of Epwins customers, how this will effect the company and the impact this may have on the valuation.
Sep 2017
Harvey Nash Group Plc (LON:HVN) are the topic of conversation with Zeus Capital’s head of Research Mike Allen. Mike provides some company background, shares his thoughts on the acquisition of Crimson Ltd, explains the assumptions made in his forecast and how the valuation looks compared to its peers.
Sep 2017
Flowtech Fluidpower Plc (LON:FLO) are the topic of conversation when Zeus Capital Director of Equity Research Andy Hanson joins us. Andy talks about the company’s position after the interim results, an improving trading environment, how the company is placed compared to the FY forecast, acquisition capacity and valuation compared to it’s peers.
Sep 2017
CentralNic Group Plc (LON:CNIC) Are the topic of conversation when Zeus Capital Analyst John Wilson talks to DirectorsTalk. John talks us through how the company operates, how the half year results look, the recent acquisition of SK-Nic and the outlook for the company to December.
Sep 2017
Vertu Motors Plc (LON:VTU) are the topic of conversation when Head of Research at Zeus Capital, Mike Allen joins DirectorsTalk to discuss the pre-close trading update. Mike talks us through the highlights, the forecast and assumptions made and shares his thoughts on the company as a long term investment.
Aug 2017
GYG Plc (LON:GYG) is the topic of conversation with Mike Allen, Head of Research at Zeus Capital. Mike shares his thoughts on Global Yachting Group, explains their growth strategy, talks us through the Zeus forecast and shares his thoughts on the current stock value.
Jul 2017
Marshall Motor Holdings Plc (LON:MMH) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital caught up with DirectorsTalk. Mike shares his thoughts on the trading update, explains the adjustments his forecast and shares his thoughts on the current stock value.
Jul 2017
Mortgage Advice Bureau (Holdings) Plc (LON:MAB1) is the topic of conversation when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin explains why he’s just published a 14 page research report today when there is a pre-close trading update due on 25 July, shares his thoughts on what management are expected to say […]
Jun 2017
Elegant Hotels Group Plc (LON:EHG) Are the topic of conversation when Zeus Capital head of research Mike Allen caught up with DirectorsTalk. Mike gives us an overview of the half year interim results, his thoughts on the company outlook, Zeus forecast and Mikes view on the valuation.
May 2017
Vertu Motors Plc (LON:VTU) is the topic of conversation when Mike Allen, Head of Research at Zeus Capital caught up with DirectorsTalk. Mike shares his thoughts on how the company has performed, explains the drivers behind the good results, how this has affected the forecast and shares his views on the company stock price and […]
May 2017
Cambria Automobiles plc (LON:CAMB), the franchised motor retailer is the topic of conversation when Mike Allen, Head of Research at Zeus Capital caught up with DirectorsTalk to discuss the latest interim results. Mike explains how they have performed compared to expectations, the key drivers, how this has changed the Zeus forecast and Mike’s view on […]
Apr 2017
Xafinity Plc (LON:XAF) is the topic of discussion when Robin Savage, Research Director at Zeus Capital talks to DirectorsTalk. Robin explains what the company does, the main points for investors to consider, his thoughts on the current share price and what might move it higher. Xafinity plc is a pensions actuarial, consulting and administration business […]
Apr 2017
City of London Investment Group Plc (LON:CLIG) is the topic of conversation with Robin Savage, Research Director at Zeus Capital. Robin compares today’s interim management statement for the 3 months to 31 March with his own expectations, explains how operating profits of £1.5m a month translates to a full year, and given CLIG shares at […]
Apr 2017
Flowtech Fluidpower Plc (LON:FLO) is the topic of conversation when Andy Hanson, Equity Research Director at Zeus Capital talks to DirectorsTalk. Andy talks us through the year end results, first quarter update, financial position, his thoughts on how soon we’ll see more acquisitions and how this affects the valuation. Flowtech Fluidpower plc, founded as Flowtech […]
Mar 2017
Mortgage Advice Bureau (Holdings) plc (LON:MAB1) are the topic of discussion when Robin Savage, Research Director at Zeus Capital speaks with DirectorsTalk. Robin talks through the latest results, explains how the group will grow despite UK housing market with no growth and tells us where he sees MAB1 shares trading over the next few months. […]
Mar 2017
Marshall Motor Holdings plc (LON:MMH) is the topic of conversation when Zeus Capital’s Head of Research Mike Allen talks to DirectorsTalk. Mike talks us through the important parts of the annual results, explains what has driven the good numbers and shares his thoughts on the company outlook and current share price. Marshall Motor Holdings […]
Mar 2017
Vertu Motors Plc (LON:VTU) are the topic of conversation when Zeus Capital head of research Mike Allen caught up with DirectorsTalk. Mike talks us through the key drivers that kept Vertu in line with expectations their current trading patterns, the forecast for the company and valuation. Vertu Motors Plc, the UK automotive retailer with a […]
Feb 2017
Oncimmune Holdings Plc (LON:ONC) is the topic of conversation when Dr Gary Waanders the Director of Healthcare Research at Zeus Capital caught up with DirectorsTalk. Gary talks us through the latest interim results, the company’s key strengths and explains what is going to drive top line growth in the next 2-3 years. Gary is an […]
Jan 2017
Ceres Power Holdings plc (LON:CWR) CEO Phil Caldwell chats with DirectorsTalk about it’s latest trading update. Phil talks about the last 6 months, opportunities for the company, the effects of Trump and Brexit and expectations for the second half. Dr Tom McColm Research Director at Zeus Capital shares his thoughts with about the positive trading […]
Jan 2017
City of London Investment Group Plc (LON:CLIG) is the topic of conversation with Robin Savage, research director at Zeus Capital. Robin explains why a 61% increase in its profit before tax is impressive, talks about current trading and the prospects for the 2nd half and we ask Robin what he thinks is the right price […]
Jan 2017
Elegant Hotels Group Plc (LON:EHG) is the topic of discussion with Mike Allen, head of research at Zeus Capital. Mike explains his take on the 2016 results, talks about key drivers, forecasts and his valuation on the company. CEO Sunil Chatrani talks to DirectorsTalk in the second video about its management contract strategy, the rationale, Waves […]
Dec 2016
Mortgage Advice Bureau (Holdings) plc (LON:MAB1) is the topic of conversation when Zeus Capital research director Robin Savage caught up with DirectorsTalk. Robin explains how material is this investment of a joint venture with Mortgage port is, how MAB shareholders can monitor progress being made and but how big the opportunity and the potential shareholder […]
Dec 2016
Purplebricks Group Plc (LON:PURP) is the topic of conversation with Zeus Capital research director Robin Savage. The the hybrid estate agent providing a new way to buy, sell or let property, announced yesterday its interim results for the six months ended 31 October 2016. Robin talks about the increase in revenue, making significant profits, additional […]
