Hardman & Co.

Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments (RECI) 'Opportunities in uncertain times'

Retrieved on: 
Wednesday, March 1, 2023
Thought, Hardman & Co., Security (finance)

The issuer is solely responsible for the content of this announcement.

Key Points: 
  • The issuer is solely responsible for the content of this announcement.
  • Real Estate Credit Investments (RECI) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
  • Mark talks us through his latest report on Real Estate Credit Investments entitled ‘Looking at the current opportunities’ , discussing why competitors have withdrawn yet the market can still be attractive for RECI and why he sees the business as being resilient in challenging times as well as thinking about the risks involved.
  • If you are interested in meeting the company, you can register your interest here .

Hardman & Co Q&A on ICG Enterprise Trust plc (ICGT): Defensive growth adding value to investors

Retrieved on: 
Saturday, February 25, 2023
ICG Enterprise Trust, Growth, Hardman, Hardman & Co., Security (finance)

ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • ICG Enterprise Trust (ICGT) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark gives us a brief summary of his report entitled " 3Q’23: continued growth and resilience ", takes us through the results, a reduction in the manager’s fee and explains what 'defensive growth as a strategy' actually means in practice.
  • ICG Enterprise is a leading listed private equity investor focused on creating long-term growth by delivering consistently strong returns through selectively investing in profitable private companies, primarily in Europe and the US.
  • If you are interested in meeting the company, you can register your interest here

Hardman & Co Q&A on Apax Global Alpha (APAX): Adding value to private companies

Retrieved on: 
Thursday, February 2, 2023
Hardman, Sale, Oyster, Hardman & Co., Risk, Security (finance)

Apax Global Alpha (APAX) is the topic of conversation when Mark Thomas Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • Apax Global Alpha (APAX) is the topic of conversation when Mark Thomas Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark talks us through his recent report entitled ‘ Making Pearls out of Oysters ’, explains how the company improves performance, how their sale relative multiple is typically ca.30% higher than on purchase, what Apax the manager and Apax Global Alpha the trust, specifically bring to the party and risk involved.
  • If you are interested in meeting the company, you can register your interest here

Hardman & Co Q&A on Oakley Capital Investments Ltd (OCI): High-growth drivers in 2023

Retrieved on: 
Thursday, February 2, 2023
Interview, Financial analyst, Hardman, Investment, OCI, Hardman & Co., Security (finance)

Oakley Capital Investments Limited (OCI) is the topic of conversation when Mark Thomas, Investment Companies & Financials Analyst at Hardman & Co caught up with DirectorsTalk for an exclusive interview.

Key Points: 
  • Oakley Capital Investments Limited (OCI) is the topic of conversation when Mark Thomas, Investment Companies & Financials Analyst at Hardman & Co caught up with DirectorsTalk for an exclusive interview.
  • Mark talks us through his recent report entitled ‘ Evolution of the high-growth drivers in 2023 ’, explains how we can trust the valuations, if OCI will meet its £979m commitments, how the underlying portfolio companies will cope with recession and any risks involved.
  • Oakley Capital Investments Limited, is a Specialist Fund Segment listed company, which seeks to provide investors with long-term capital appreciation, through its investment in the Oakley Capital Private Equity Funds.
  • If you are interested in meeting the company, you can register your interest here

Hardman & Co Research: Q&A with Mark Thomas on Real Estate Credit Investments - Ready for uncertain times

Retrieved on: 
Friday, December 2, 2022
Probability, Collection, Hardman & Co., United Kingdom, LON, Interview, Commercial property

Real Estate Credit Investments (LON:RECI) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk Interviews.

Key Points: 
  • Real Estate Credit Investments (LON:RECI) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk Interviews.
  • Real Estate Credit Investments is a closed-ended investment company which originates and invests in real estate debt secured by commercial or residential properties in Western Europe, focusing primarily on the United Kingdom, France and Germany.
  • Download our latest report on RECI, here.
  • If you are interested in meeting the company, you can register your interest here .

Hardman & Co - Q&A on Arbuthnot Banking Group (ARBB): More upgrades from latest trading statement

Retrieved on: 
Monday, November 7, 2022
Arbuthnot Latham, Hardman & Co., Hardman, Risk

Arbuthnot Banking Group (ARBB) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.

Key Points: 
  • Arbuthnot Banking Group (ARBB) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews.
  • Mark gives a summary of his findings from his report entitled 3Q22 trading statement yet another upgrade , explains the key driver behind the numbers, concerns around rate rises, what was said about the divisions and notes around risk.
  • If you are interested in meeting the company, you can register your interest here

Hardman & Co Research: Q&A on Volta Finance Limited (VTA): Following the cashflows

Retrieved on: 
Wednesday, October 12, 2022
Financial Conduct Authority, Hardman & Co., Research, FCA, Directive 2014/65/EU, NEWS, Companies House, Knowledge, Security (finance), Financial adviser

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.

Key Points: 
  • About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.
  • Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.
  • Our focus is to raise companies profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services.
  • Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843.

Hardman & Co Research: Arbuthnot Banking Group (ARBB): 3Q’22 trading statement – yet another upgrade

Retrieved on: 
Wednesday, October 12, 2022
Financial Conduct Authority, Hardman & Co., Research, FCA, Directive 2014/65/EU, NEWS, Companies House, Knowledge, Security (finance), Financial adviser

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.

Key Points: 
  • About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.
  • Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.
  • Our focus is to raise companies profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services.
  • Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843.

Hardman & Co Research : Q&A on Oakley Capital Investments (OCI) | 1H'22 results once again proving NAV is real and resilient

Retrieved on: 
Monday, October 10, 2022
Financial Conduct Authority, Hardman & Co., Research, FCA, Directive 2014/65/EU, NEWS, Companies House, Knowledge, Security (finance), Financial adviser

About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.

Key Points: 
  • About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors understanding of companies, sectors, industries and investment securities.
  • Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge.
  • Our focus is to raise companies profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services.
  • Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843.

Hardman & Co: Hardman Talks Video | Surface Transforms Surface Transforms presentation and Q&A with the Board

Retrieved on: 
Thursday, October 6, 2022
Financial Conduct Authority, Growth, FCA, NEWS, YouTube, Companies House, Original equipment manufacturer, Carbon, Hardman & Co., Research, Directive 2014/65/EU, II, Knowledge, Ceramic, Security (finance)

In this edition of Hardman Talks we are joined by the senior management of Surface Transforms, the carbon ceramics brake manufacturer.

Key Points: 
  • In this edition of Hardman Talks we are joined by the senior management of Surface Transforms, the carbon ceramics brake manufacturer.
  • The shares offer an opportunity to participate in a UK growth story in the manufacturing sector with good green credentials to boot.
  • To be first in the know about Hardman & Cos latest digital events, subscribe to the mailing list here .
  • The Hardman Talks series is designed to share the latest sector insights and company investment cases from our corporate clients and our expert team of analysts.