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 […]
