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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Archive

Land Securities, Tech bull market, ATOME: What brokers said today

Inspired’s new debt facility should give the energy consultant the firepower to keep growing, suggests broker Liberum.

If extension options are exercised, the facility runs until 2028 at £60m plus a £25m accordion.

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New York hedge fund Saba Capital has further topped up its holdings in London investment trusts in recent days, with 10 declarable stakes above 5% at present.

Today its stake in BlackRock Smaller Companies Trust PLC was revealed to have been hiked to 11.2%, up from 10.2% when the holding was first declared just over a month ago.

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ATOME Energy PLC (AIM:ATOM)’s confirmation that its flagship 145MW Villeta Project in Paraguay has been granted Free-Trade Zone (FTZ) status by Presidential Decree is another big step forward, says broker Liberum.

Effectively, the status provides 3% effective corporate income tax (CIT) on profit derived from domestic sales to Paraguay and 0.5% Free Trade Zone tax on revenue from export sales.

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Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL)’s latest update is confirmation that the recovery underway at its Blanket gold mine in Zimbabwe is sustainable, says house broker Liberum.

Full-year production guidance of 75-80,000oz was reiterated, but cost guidance has been upped to US$850-920/oz on-mine and US$1,130-1,230/oz AISC, respectively.

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Large-cap real estate investment trust (REIT) Land Securities Group PLC (LSE:LAND)’s interims were “consistent with management messaging of a broadly flat year for earnings”, according to analysts at Shore Capital Markets.

Today’s earnings call showed that LandSec's underlying rental growth has been offset by factors such as previous disposals, start-up costs for three flexible office locations, and the decline of over-rented retail assets.

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Wall Street is significantly underestimating the impact of artificial intelligence (AI) spending among the technology blue chips.

That is according to analysts at Wedbush, who today put their chips on a 2024 tech rally driven by a 20% to 25% increase in cloud computing and AI spending.

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The Markets
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