Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Metals One

    MCap

    GBP4m

    Last close

    GBP0.01

    ▲ 0.18 (19.44%)

    Elicera Therapeutics

    MCap

    SEK187m

    Last close

    SEK4.40

    ▲ 0.55 (14.29%)

    SIG

    MCap

    GBP213m

    Last close

    GBP0.18

    ▲ 2.16 (13.64%)

  • Sectors

    Sectors

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Kazia Therapeutics (NASDAQ: KZIA)

Last close As at 08/05/2025

—

— 0.00 (0.00%)

Market capitalisation

—

Kazia Therapeutics is an ASX- and NASDAQ-listed biotechnology company. It is developing the PI3K/mTOR inhibitor GDC-0084 for brain cancer and Cantrixil for ovarian cancer. GDC-0084 was in-licensed from Genentech in 2016.

Latest Insights

View More

Healthcare | Flash note

Kazia Therapeutics — Reinvestment period with increased R&D focus

Healthcare | ADR Flash

Kazia Therapeutics — Collaboration may expand utility to combo therapies

Healthcare | Update

Kazia Therapeutics — EVT801 data published in peer-reviewed journal

Healthcare | Flash note

Kazia Therapeutics — Q123 cash flows in line with our estimates
Visit Website

Research

Flash note

Healthcare

Kazia Therapeutics — Paxalisib receives ODD for AT/RT

ADR Update

Healthcare

Kazia Therapeutics — Deep dive into childhood brain cancer

Healthcare

edison tv

Kazia Therapeutics webinar – Combating childhood brain cancer

edison tv

Healthcare

EVT801, Kazia’s second programme, and capital markets

edison tv

Healthcare

Paxalisib: Beyond glioblastoma and commercial opportunity

edison tv

Healthcare

Meet Kazia’s management team and hear about paxalisib, Kazia’s lead programme

ADR Update

Healthcare

Kazia Therapeutics — Several upcoming catalysts

edison tv

Healthcare

Kazia Therapeutics: Edison Open House Healthcare 2022

edison tv

Healthcare

Kazia Therapeutics – introducing novel asset EVT-801

ADR Update

Healthcare

Kazia Therapeutics — Multiple paxalisib data points expected in Q4

Update

Healthcare

Kazia Therapeutics — Multiple paxalisib data points expected in Q4

edison tv

Healthcare

Kazia Therapeutics – overview and update with CEO James Garner

ADR Update

Healthcare

Kazia Therapeutics — New asset to target tumor lymphangiogenesis

Update

Healthcare

Kazia Therapeutics — New asset to target tumor lymphangiogenesis

ADR Update

Healthcare

Kazia Therapeutics — Paxalisib Chinese rights licensed

Update

Healthcare

Kazia Therapeutics — Paxalisib Chinese rights licensed

ADR Update

Healthcare

Kazia Therapeutics — All in on GBM AGILE, but eyes on brain mets

Update

Healthcare

Kazia Therapeutics — All in on GBM AGILE, but eyes on brain mets

edison tv

Healthcare

Kazia Therapeutics – Edison Open House interview

ADR Update

Healthcare

Kazia Therapeutics — Cantrixil final Phase I data reported

Update

Healthcare

Kazia Therapeutics — Cantrixil final Phase I data reported

ADR Update

Healthcare

Kazia Therapeutics — Phase IIa shows good safety, consistent efficacy

Update

Healthcare

Kazia Therapeutics — Phase IIa shows good safety, consistent efficacy

Initiation

Healthcare

Kazia Therapeutics — Bringing a vetted drug class to the brain

Update

Healthcare

Kazia Therapeutics — Paxalisib trial still on track for H220 start

ADR Update

Healthcare

Kazia Therapeutics — An agile pivot

Update

Healthcare

Kazia Therapeutics — An agile pivot

ADR Update

Healthcare

Kazia Therapeutics — GDC-0084 – encouraging initial efficacy

edison tv

Healthcare

Executive interview – Kazia Therapeutics

Update

Healthcare

Kazia Therapeutics — GDC-0084 – encouraging initial efficacy

Update

Healthcare

Kazia Therapeutics — GDC-0084 gets a fifth collaboration

ADR Outlook

Healthcare

Kazia Therapeutics — Higher MTD, new collaboration for GDC-0084

Outlook

Healthcare

Kazia Therapeutics — Higher MTD, new collaboration for GDC-0084

ADR Update

Healthcare

Kazia Therapeutics — Cantrixil efficacy data presented at AACR

Update

Healthcare

Kazia Therapeutics — Cantrixil efficacy data presented at AACR

ADR Update

Healthcare

Kazia Therapeutics — New indications for GDC-0084

Update

Healthcare

Kazia Therapeutics — New indications for GDC-0084

ADR Update

Healthcare

Kazia Therapeutics — GDC-0084 and Cantrixil trials progressing

Update

Healthcare

Kazia Therapeutics — GDC-0084 and Cantrixil trials progressing

Outlook

Healthcare

Kazia Therapeutics — GDC-0084 Phase II underway

ADR Outlook

Healthcare

Kazia Therapeutics — GDC-0084 Phase II underway

Update

Healthcare

Novogen — GDC-0084 Phase II on track to commence Q417

ADR Update

Healthcare

Novogen — GDC-0084 Phase II on track to commence Q417

ADR Outlook

Healthcare

Novogen — Anisina nixed, GDC-0084 on track for Phase II

Outlook

Healthcare

Novogen — Anisina nixed, GDC-0084 on track for Phase II

Update

Healthcare

Novogen — Update 31 October 2016

ADR Update

Healthcare

Novogen — Update 11 May 2016

Update

Healthcare

Novogen — Update 9 May 2016

thematic

Industrials

Climate: Creating multi-trillion investment opportunities

thematic

Consumer

ConsumerWatch – Looking for a sign

thematic

Financials

Molten Ventures – executive interviews

thematic

The US government and Trump: Market implications

thematic

Consumer

UK consumer sectors – What did Santa bring in 2024?

thematic

Metals & Mining

Why is gold hitting new highs?

thematic

Investment Companies

Saba Capital campaign – Your vote matters

thematic

Market outlook: What lies ahead in 2025

thematic

Borussia Dortmund – executive interviews

thematic

UK equities: A generational opportunity?

thematic

Energy & Resources

Renewable energy developers – Creating value for investors

thematic

Healthcare

Healthcare-focused trusts: A sector on the mend

thematic

TMT

MediaWatch – One step forward, two steps back

thematic

Consumer

ConsumerWatch – Don’t look down

thematic

Financials

A net zero perspective – Investing in sustainability, technology & innovation

thematic

Financials

Banco Angolano de Investimentos (BAI) – Money-centre bank with lending optionality

thematic

Industrials

The art of measurement – Challenges in metrology

thematic

Investment Companies

Vietnam Holding – Vietnam in the global digital race

thematic

Investment Companies

US small-cap equities – Time to shine?

thematic

TMT

MediaWatch – Encouragements and frustrations

thematic

Consumer

ConsumerWatch – The times they are a-changin’

thematic

Investment Companies

Emerging markets – Worthy of consideration

thematic

Investment Companies

Dynam Capital at the 2024 Vietnam ESG Conference

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

Consumer

ConsumerWatch – Give me a reason to love you

thematic

Investment Companies

UK stock market – Scope for further upside in UK large-cap stocks

thematic

Investment Companies

Listed private equity – Performing a balancing act

thematic

Consumer

ConsumerWatch – At least someone loves me

thematic

TMT

MediaWatch – Rinse and repeat

thematic

Healthcare

Outlook for 2024: Life sciences – where has the conviction gone?

thematic

Financials

South African life assurers: Where is the growth?

thematic

Consumer

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

TMT

Deutsches Eigenkapitalforum (EKF) 2023 technology

thematic

Financials

Deutsches Eigenkapitalforum (EKF) 2023 financials and investment companies

thematic

Industrials

Deutsches Eigenkapitalforum (EKF) 2023 industrials

thematic

Healthcare

Deutsches Eigenkapitalforum (EKF) 2023 healthcare
volition01

thematic

Healthcare

VolitionRx – Decoding the DNA of cancer 

thematic

TMT

MediaWatch – Still waiting…

thematic

Consumer

ConsumerWatch – Falling into the fall

thematic

Metals & Mining

Shades of the 1970s

thematic

Industrials

The long and winding road

thematic

TMT

MediaWatch – Targeting the opportunities

thematic

Consumer

ConsumerWatch – Making the most of the summer

thematic

Healthcare

ASCO 2023 key takeaways

thematic

Financials

IFRS 17: Impact on life assurance companies

thematic

TMT

MediaWatch – Vision On

thematic

Consumer

ConsumerWatch – A Spring in the step

thematic

Industrials

Quantum computing: A booming industry

thematic

Metals & Mining

Critical minerals: The investment vacuum

thematic

Financials

Crypto, are you dead yet?

thematic

Industrials

UK housebuilders

thematic

Investment Companies

European equities

thematic

Investment Companies

Listed Private Equity
samuel-scrimshaw-kp_87tExCwI-unsplash

thematic

Metals & Mining

Lithium’s adolescence
Concept of energy storage unit consisting of multiple conected containers with batteries. 3d rednering.

thematic

Industrials

Battery energy storage
Digital Marketing and Internet Media Technology Platform

thematic

TMT

MediaWatch – Screening well

thematic

Investment Companies

Vietnamese equities: Due a comeback?

thematic

Healthcare

Machine learning in drug development

thematic

Consumer

ConsumerWatch – January sales

thematic

Healthcare

Outlook for 2023: Biotechs remain central to novel drug development
Cancer cells

thematic

Healthcare

Oncology ABCs (part four): Blood cancers (AML) – notable innovations
cell DNA double helix

thematic

Healthcare

Cell and gene therapies

thematic

Investment Companies

Investment companies: Latin America is worthy of consideration

thematic

Healthcare

Drug delivery platforms

thematic

Real Estate

South African industrial property fundamentals are strong

thematic

Metals & Mining

Lepidico: Offer closes, oversubscribed

thematic

Healthcare

Oncology ABCs (part three) – thinking outside the box in women’s cancer

thematic

Financials

UK motor P&C insurers series

thematic

Healthcare

Neuroscience comeback

thematic

Real Estate

South African retail property funds remain resilient

thematic

Consumer

ConsumerWatch – Bargains galore

thematic

Consumer

IPO apocalypse

thematic

Healthcare

Oncology ABCs (part two) – vaccines: niche no longer

thematic

Consumer

Food tech – At the forefront of food innovation

thematic

TMT

ESG, moving beyond the box tick

thematic

Consumer

ConsumerWatch – Value emerging

thematic

Healthcare

Oncology ABCs (part one) – a small-cap biopharma prospectus series

thematic

Industrials

A new paradigm for space

thematic

Industrials

Geopolitical conflict to drive renewables surge

thematic

Industrials

The emergence of mega-constellations

thematic

Industrials

Internet in the sky

thematic

Global markets: Valuation ‘normalisation’ continues

thematic

Financials

Revisiting IPOs in London

thematic

TMT

Direct tech investors

thematic

Investment Companies

The case for US capital markets

thematic

Industrials

Truth creates light

thematic

Industrials

All-seeing eye in the sky

thematic

Metals & Mining

Five (more) things every investor should know about lithium and Lepidico

thematic

Healthcare

Cannabinoid manufacturing – Innovative approaches to the production of cannabinoids

thematic

TMT

Seven things every investor needs to know about SenSen

thematic

The industrialisation of space

thematic

Industrials

Five things every investor should know about everyday decarbonisation and Itaconix

thematic

Industrials

Feeding the world

thematic

Global strategic insight: Still neutral on global equities, with caveats

thematic

Consumer

Circular economy business models

thematic

Metals & Mining

Decarbonisation – A potential opportunity for aluminium producers

thematic

Consumer

Seven things every investor should know about Unbound Group

thematic

Financials

Five things you need to know about AQRU and crypto 2.0

thematic

Global strategic insight: Putin’s invasion – turning back now

thematic

Global perspectives: Investment implications of Putin’s invasion

thematic

Consumer

Moving from a vegan January to a sustainable one

thematic

Industrials

BayWa – Focus on sustainability

thematic

Global perspectives: Earnings momentum still positive

thematic

Consumer

Cultivated meat – Engineering the growth of alternative meats

thematic

Metals & Mining

The PGM markets – Outlook and price forecasts

thematic

Industrials

Have yourself a sustainable little Christmas

thematic

Global perspectives – Omicron: A 2-week waiting game

thematic

Industrials

COP26: What does it mean for business?

thematic

Equity strategy and market outlook – November 2021

thematic

Healthcare

Artificial intelligence in drug discovery

thematic

Industrials

Investment themes: IPO boom in London

thematic

Energy & Resources

Demand for Teslas points to lithium deficit

thematic

Industrials

COP26: No matter the outcome, the private sector is the engine of change

thematic

Equity strategy and market outlook – October 2021

thematic

Industrials

COP26: Time to realign your supply chain with net-zero goals?

thematic

Global Perspectives: Remaining cautious as risks surface

thematic

Equity strategy and market outlook – September 2021

thematic

TMT

Quantum dots – all the colours of the rainbow

thematic

Global perspectives: Moving to a cautious outlook

thematic

Laser diodes – may the force be with you

thematic

TMT

Micro-LEDs – small is beautiful

thematic

Caution – slowdown ahead

thematic

The five key ESG themes investors are asking about now

thematic

Consumer

The future of fish – The investment case for sustainable fishing

thematic

Equity strategy and market outlook – August 2021

thematic

Consumer

The growth of UK food ordering and delivery platform

thematic

Financials

Bitcoin’s investment thesis – How ‘dirty’ is the Bitcoin network’s carbon footprint?

thematic

Global perspectives: Valuations in the ointment

thematic

Equity strategy and market outlook – July 2021

thematic

Energy & Resources

Finding the sea of green – The opportunity and options for shipping green H2

thematic

Healthcare

Biosynthesis – Taking the cannabinoid market to new heights

thematic

Global equities: Volatility rises at the upper reaches of valuation

thematic

TMT

Five things every investor needs to know about Mynaric

thematic

Global perspectives: Growth wobble unnerves markets – can UK keep delta in check?

thematic

Equity strategy and market outlook – June 2021

thematic

Five key takeaways from the Edison Open House Future of Transportation 2021

thematic

Global perspectives: Sitting still can be hard to do

thematic

Equity strategy and market outlook – May 2021

thematic

Industrials

The circular economy

thematic

Equity strategy and market outlook – April 2021

thematic

Energy & Resources

Decarbonisation

thematic

Industrials

EV outlook #1 – Growth, policy and net zero

thematic

Reasons to be cheerful – UK leisure ready and waiting

thematic

Equity strategy and market outlook – March 2021

thematic

Healthcare

Seven things every investor should know about SIGA technologies & biological weapons

thematic

Global perspectives: Rising US bond yields? Value investors have little to fear

thematic

Real Estate

South African listed property sector

thematic

South African life assurance – Potential capital release boost

thematic

Global perspectives UK: The value of vaccination

thematic

Equity strategy and market outlook – February 2021

thematic

Healthcare

Confidence renewed as new COVID-19 vaccines demonstrate protection against emergent strains and efficacy with a single-dose regimen

thematic

Equity strategy and market outlook – January 2021

thematic

Equity valuations matter when framed in the right context

thematic

Global perspectives: Profits forecasts robust as COVID-19 rages

thematic

ESG investing

thematic

Investment Companies

Value Investing: Living with the reality, waiting for the inevitable

thematic

Equity strategy and market outlook – November 2020

thematic

Virtual conferences are amazing. But can we get back together soon?

thematic

An even more momentous trend – Brilliance overcomes darkness

thematic

Equity strategy and market outlook – October 2020

thematic

Consumer

Meating Demand – The lean, green money-making machine

thematic

Global Perspectives: US election – Trump OK, Biden OK but neither not OK.

thematic

Global perspectives – Cyclicals recovery building a head of steam

thematic

Equity strategy and market outlook – September 2020

thematic

After the storm: Earnings estimates stabilise

thematic

Equity strategy and market outlook – August 2020

thematic

Illuminator – August Update

thematic

TMT

Semiconductor winners – European companies with strong positions

thematic

Equity strategy and market outlook – July 2020

thematic

Global perspectives – Global growth stocks over-hyped in 2020?

thematic

Short Monitor – Hammerson most shorted UK stock

thematic

Illuminator – July Update

thematic

Global perspectives: Still neutral on equities, but uncertainty reigns

thematic

Global perspectives: Markets cut to the chase – should you?

thematic

Equity strategy and market outlook – June 2020

thematic

TMT

The small satellite market – Small is beautiful

thematic

Global perspectives: Inject a note of caution into asset allocations

thematic

Equity strategy and market outlook – May 2020

thematic

Global perspectives: The biggest recession since the Great Depression

thematic

Global perspectives: Between a lockdown and a hard place

thematic

Equity strategy and market outlook – April 2020

thematic

Global perspectives: Past the first inflection point in consensus earnings estimates

thematic

TMT

European video games: A safe haven in troubled times

thematic

Global perspectives: Difficult headlines, discounted markets

thematic

Illuminator – March Update

thematic

Global perspectives: The time to panic has passed

thematic

Edison Exhibits- A bull market for precious metals

thematic

Equity strategy and market outlook – February 2020

thematic

TMT

Blockchain adoption: Implications for the financial services sector

thematic

decline on coronavirus impact

thematic

Lighthouse – An ESG Centred Week

thematic

Illuminator – February Update

thematic

Equity strategy and market outlook – January 2020

thematic

Coronavirus: Markets wake-up to the risks

thematic

Edison Exhibits – 2020: Fearful of missing out?

thematic

Illuminator – January Update

thematic

Industrials

Battery charge: The rise of lithium-ion – options and implications

thematic

UK election – If the polls are right, UK risk premium set to fall

thematic

Equity strategy and market outlook – November 2019

thematic

Mega-cap equities still priced to outperform bonds

thematic

Illuminator – November Update

thematic

Earnings forecasts: 2019

thematic

Short monitor- Fluttering uncertainty and trade unions

thematic

Equity strategy and market outlook – October 2019

thematic

Healthcare

Edison Exhibits- antibiotic development

thematic

Past the peak of political risk?

thematic

Industrials

Water – The real liquidity crisis

thematic

Illuminator – October Update

thematic

Industrials

Greece – Changing the narrative

thematic

Brexit – Through the fog of war on public opinion

thematic

Moving to a neutral position on global equities

thematic

Illuminator: September Update

thematic

Equity strategy and market outlook – August 2019

thematic

Consumer

Illuminator: August Update

thematic

Staying focused on the facts – the risks remain in place

thematic

Investment Companies

Post Woodford- A spotlight on smaller company liquidity

thematic

TMT

European video games

thematic

Equity strategy and market outlook – July 2019

thematic

Healthcare

The next wave in AMD

thematic

2019 earnings forecasts back on a declining trend

thematic

Illuminator: July Update

thematic

TMT

Diversification and scale for online success

thematic

Financials

IFRS 16

thematic

Equity strategy and market outlook – June 2019

thematic

Liquidity

thematic

Financials

DACH Industrial & Logistic Property

thematic

2019 earnings forecasts losing momentum

thematic

Minimal capitulation from the FOMC

thematic

Whatever it takes… all over again!

thematic

Healthcare

The A-B-T of biosimilars- Explaining contemporary life science issues

thematic

Healthcare

Cannabinoid Therapies- The coming retail wave

thematic

Could the US Fed be enabling a continuation of the trade war?

thematic

Investment Companies

How to buy and sell investment trusts

thematic

Equity strategy and market outlook – May 2019

thematic

The value of a shareholder register

thematic

Healthcare

Cannabinoid Therapies- Therapeutics turning a corner

thematic

Shifting trade politics should not be ignored

thematic

Metals & Mining

Alliance Mineral Assets secures strategic investment from Galaxy and Jiangxi

thematic

Financials

Time value of money

thematic

TMT

5G – Strategic importance, but lacking a near-term commercial driver

thematic

A risk-on environment is a good time to take risk off

thematic

ECB: Next ECB President must keep up the pace of change

thematic

Metals & Mining

Piedmont Lithium increases its mineral resource estimate by 21%

thematic

Equity strategy and market outlook – April 2019

thematic

Financials

Cash flow

thematic

Stronger survey data quashes recession fears for now

thematic

Healthcare

Trial outcomes and value – Explaining contemporary clinical trial issues

thematic

Industrial Automation

thematic

Energy & Resources

Verbier appraisal points to lower than expected resources

thematic

Equity strategy and market outlook – March 2019

thematic

Yield curve a US recession signal? Maybe not this time

thematic

Investment Companies

Types of investment trusts

thematic

Brexit: EU can do it if you really want…

thematic

Energy & Resources

Orinduik resource upgrade for Eco Atlantic offshore Guyana

thematic

Brexit: PM May’s deal may finally be in sight

thematic

Energy & Resources

No moveable hydrocarbons in Alaskan Winx-1 well

thematic

Energy & Resources

Hydrocarbon discovery for Murphy at Cholula-1 offshore Mexico

thematic

Brexit: The big guns go silent

thematic

ECB: Buy the rumour, sell the news

thematic

Healthcare

Drug pricing – Market access and reimbursement

thematic

Equity strategy and market outlook – February 2019

thematic

UK video games – Heterogeneous not homogeneous

thematic

TMT

UK video games – Heterogeneous not homogeneous

thematic

Market outlook: balanced but still biased to upside

thematic

Financials

Enterprise versus equity valuation

thematic

Healthcare

The diagnostics sector

thematic

ECB fiddles as eurozone turns

thematic

Metals & Mining

Gold stars and black holes

thematic

Financials

Deutsche Börse’s Scale

thematic

Financials

Price to earnings ratio

thematic

FOMC: US Fed merely matches expectations

thematic

Brexit: Prepare for a confrontation

thematic

Brexit on pause as UK PM challenged

thematic

Economic survey data on a weakening trend outside US

thematic

Energy & Resources

Sound Energy well result highlights reservoir variability in Morocco

thematic

Brexit: A decisive step into the fog

thematic

2019 Earnings forecasts softening

thematic

Market valuations improving in UK and Europe

thematic

Rising US bond yields spark volatility breakout

thematic

Energy & Resources

Tullow’s Namibian well disappoints

thematic

Brexit: UK Risk premium likely to remain in place

thematic

2018 Earnings forecasts stable over the summer

thematic

Choose your narrative with care for 2019

thematic

Energy & Resources

Tullow spuds Cormorant well offshore Namibia

thematic

Energy & Resources

Southern gas corridor to the EU nears agreement

thematic

Turkey:When risks collide

thematic

Energy & Resources

Mexico: reassurance or uncertainty?

thematic

Earnings estimates: Marginal declines could point to trouble ahead

thematic

The post-ASCO IO pecking order

thematic

The post-ASCO IO pecking order

thematic

The post-ASCO IO pecking order

thematic

Earnings revisions: No sign of a trade war (yet)

thematic

Guaranteed security? Investment implications of US foreign policy

thematic

Global implications of rising US yields

thematic

Long hot Italian summer

thematic

Energy drives estimates higher – but oil now under pressure

thematic

The Global Credit Market

thematic

Italy: Political risk strikes (again) in eurozone

thematic

2018 Earnings forecasts: Another Trump bump for energy

thematic

High equity valuations face macro headwinds

thematic

2018 Earnings forecasts: Still robust, for now

thematic

Energy & Resources

UK independents pick up blocks in Mexico’s Round 3.1

thematic

Market declines: US LIBOR or US trade war?

thematic

Social Media’s Dieselgate?

thematic

2018 Earnings forecasts: US stable, modest declines in Europe

thematic

Energy & Resources

Lower break even for Johan Sverdrup

thematic

Rising bond yields: Mini-drama perhaps, but not a crisis

thematic

Earnings: The real Trump bump

thematic

Canaries in the monetary coal mine?

thematic

Market volatility unsustainably low as bonds and equities diverge

thematic

Energy & Resources

Kosmos exploration hiccups

thematic

Energy & Resources

Positive news from Genel’s Taq Taq

thematic

Economic surprise accelerating

thematic

Energy & Resources

Ludicrous growth of the EV

thematic

Energy & Resources

Tullow’s Araku result completes our 2017 wells to watch list

thematic

Energy & Resources

Fancy a Ferrari or an EV?

thematic

Energy & Resources

Verbier delivers after sidetrack

thematic

Economic data surprising to the upside in Q3

thematic

Energy & Resources

Revealing Big Oil hurdle rates

thematic

Earnings momentum – 2017 forecasts drifting slowly lower

thematic

Energy & Resources

Fatala well latest disappointment offshore West Africa

thematic

Energy & Resources

Partridge and Verbier fail to find oil

thematic

Interesting times for central bankers

thematic

Energy & Resources

Made a discovery? What are the odds of another?

thematic

Earnings momentum remains stable for now

thematic

North Korea: A problem not of Trump’s making

thematic

Energy & Resources

Kosmos searching for more investors

thematic

Energy & Resources

Killing the goose that laid the golden eggs

thematic

Fed policy: Don’t forget your flip-flops

thematic

A tipping point as monetary policy shifts

thematic

Healthcare

ASCO 2017

thematic

Equity risks are rising: economic surprises turning lower

thematic

Energy & Resources

South east basin most popular in latest Mexico round

thematic

Fed rate decision: One and done – or not done?

thematic

UK election: Another step-up in political risk

thematic

Energy & Resources

Porcupine Basin attracts Total

thematic

Energy & Resources

Tory manifesto – what does it mean for oil and gas?

thematic

Earnings forecasts: a short-term support for markets

thematic

Not really an economic surprise…

thematic

Sector view: Boring old insurance

thematic

Energy & Resources

Cairn/FAR return to deepwater FAN in Senegal

thematic

French Election: Is populism already passé?

thematic

Energy & Resources

E&P industry funding cost still high

thematic

Market wobble? Still time to re-position portfolios

thematic

Just what the Fed wanted

thematic

Ready for the rollover?

thematic

Earnings trends: Gap risk endures in US

thematic

Energy & Resources

What a difference a year makes

thematic

TMT

Mobile ecosystems

thematic

FOMC minutes: Fairly soon = March or June?

thematic

Earnings estimates stuck in low gear

thematic

C’est l’économie… French and German bond yields diverge

thematic

Yellen’s hawkish testimony: Rate increases ahead

thematic

Energy & Resources

Filicudi discovery – positive start to 2017 Barents exploration

thematic

Energy & Resources

Tullow dipping a toe back into exploration

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Diversified Gas and Oil – quick thoughts

thematic

Implicit forward guidance on asset prices?

thematic

Energy & Resources

EnQuest acquisition: Ability to extract net economics (NAV) will be demonstrated over time

thematic

Earnings Revisions: Waiting for upgrades?

thematic

Valuations trump noisy narratives: increased caution on global equities

thematic

You can’t be given a bloody nose twice

thematic

Energy & Resources

Fortuna LNG deal underlines the structurally higher costs of capital seen by E&Ps

thematic

Energy & Resources

Majors – failure to make sufficient returns will raise costs of capital across the E&Ps

thematic

Earnings revisions: Gap widens between U.S. equities and earnings forecasts

thematic

Forward guidance – Trump style

thematic

Trump’s double surprise

thematic

BOE: Bank on track

thematic

US and European earnings trends: Better to travel than to arrive

thematic

Sterling: Lower for longer as the EU strikes back

thematic

Energy & Resources

Development lead times

thematic

Energy & Resources

Barents Sea – frontier drilling in 2017

thematic

Just don’t mention the yen

thematic

UK economy and corporate profits: Refusing to follow forecasts

thematic

Equity valuations – party like it’s 1999… and 2007?

thematic

Energy & Resources

Understanding of connectivity in Senegal key to tapping upside for Cairn

thematic

Earnings forecasts: Reassuringly stable?

thematic

Gilt shortage: It takes two to tango

thematic

BOE: All priced in and nowhere to go?

thematic

Energy & Resources

SDX initiation

thematic

UK earnings trends – stable and few surprises

thematic

Energy & Resources

Porcupine Basin Phase 2

thematic

Energy & Resources

Conoco sells Senegalese discovery blocks – fair price?

thematic

Brexit, Fed: a short squeeze

thematic

Fed boxed in by yield curve

thematic

Energy & Resources

Oil and Gas Macro Outlook – Tightening market buffered by abundant inventories

thematic

Beware of buy and hold

thematic

Earnings forecasts: absence of a negative is not a positive

thematic

Energy & Resources

Exploration Watch – Porcupine Basin

thematic

Brexit: Ultimately unlikely

thematic

M&A in the UK – is Brexit opening a (relative) value opportunity?

thematic

Energy & Resources

Bonds vs Equity vs Oil

thematic

Was there a “plaza” accord after all?

thematic

Corporate profits – Too early to call an upturn

thematic

Energy & Resources

Genel’s Taq Taq highlights complexity of fractured reservoirs

thematic

Energy & Resources

Oil & Gas UK 2016 Activity Survey: Impressive improvements no match for oil price headwinds

thematic

Yellen’s testimony – No change to the Fed’s view

thematic

Rising credit stress in the banking sector add to investor concerns

thematic

Energy & Resources

Oil Macro outlook 2016 – oversupply in the short term

thematic

Energy & Resources

Oil & gas macro outlook – Oversupply short term, lower break-even long term

thematic

Global market sell-off-are we nearly there yet

thematic

Energy & Resources

Governments need to adapt to the oil price too

thematic

Energy & Resources

Exploration Watch – West of Shetland

thematic

Profits expectations declining as fast as 2008

thematic

Why the Spanish election is being largely ignored by investors

thematic

FED flips, flops, flips?

thematic

ECB: Sins of omission

thematic

The grow slow years

thematic

Energy & Resources

100% success rate continues offshore Mauritania/Senegal

thematic

Paris terror unlikely to be a market event

thematic

Fed Governors’ speeches – bias to tighten in Dec

thematic

Fed flip, market flops?

thematic

Energy & Resources

Falklands exploration: Humpback results finally in

thematic

Energy & Resources

Is the Serica deal a sign of improved North Sea co-operation?

thematic

Energy & Resources

Genel trading statement

thematic

Energy & Resources

Is there a link between the oil prices and deals?

thematic

Energy & Resources

Kurdistan payments ~ two payments in two months

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Plexus Holdings taps subsea market

thematic

Energy & Resources

Gulf of Mexico – stepping up to the challenges

thematic

Energy & Resources

Kurdistan ~ payments coming

thematic

Energy & Resources

Petroceltic ~ Creating value in Algeria through execution

thematic

Energy & Resources

Cairn ~ Exposure to Senegal exploration, at lower risk

thematic

Energy & Resources

Rockhopper ~ Building a full cycle, exploration-led E&P

thematic

Energy & Resources

Wentworth Resources ~ company snapshot

thematic

Energy & Resources

Genel operations update ~ still waiting for export payments

thematic

Energy & Resources

Company Snapshot ~ Sterling Energy

thematic

Energy & Resources

Company Snapshot ~ Solo Oil

thematic

Energy & Resources

What’s the marginal cost of oil supply – $60/bbl or $80/bbl?

thematic

Energy & Resources

Saudi-led market share war with US producers continues

thematic

Energy & Resources

Oil & gas macro outlook – The market is returning to equilibrium

thematic

Energy & Resources

First Falklands well in two years looks positive

thematic

Energy & Resources

Nigerian elections 28th March

thematic

TMT

NZ – Edison talks tech

thematic

TMT

AUS – Edison talks tech

thematic

Energy & Resources

Ophir results – Acting counter-cyclically… or not?

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Reserves – better not blink or they could be gone

thematic

Energy & Resources

Omne trium perfectum

thematic

Energy & Resources

Thoughts post Cairn FY14 results & India tax update

thematic

Energy & Resources

Finite storage capacity could call time on the financial demand currently supporting oil prices

thematic

Energy & Resources

Exploration Watch – Falklands

thematic

Energy & Resources

Catalytic converter – Five themes from oil majors’ 2015 updates

thematic

Energy & Resources

Exploration watch – Drilling returns to the Falklands

thematic

Metals & Mining

Mining sector report: Gold: The value of gold and other metals

thematic

Energy & Resources

Oil & Gas – Macro Outlook: Current prices are not sustainable

thematic

Energy & Resources

Catalytic converter – Crude oil prices: A range-bound future

thematic

Industrials

Renewables rising – Sector primer

thematic

Consumer

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Oil & Gas – Macro Outlook: Swimming in oil

thematic

Energy & Resources

Oil & gas macro outlook: Ukraine supports prices for now

thematic

Healthcare

Edison healthcare quarterly: A boost for allergy immunotherapy

thematic

Energy & Resources

ASX Spotlight Conference – London, 6 March 2014

thematic

Metals & Mining

Making a case for uranium: Life after Fukushima

thematic

Metals & Mining

Indaba special, 2014

thematic

Energy & Resources

Oil & gas macro outlook: North America is shifting the supply needle

thematic

Energy & Resources

Fallen angels, rising stars: Old LatAm basins creating fresh opportunities

thematic

Energy & Resources

Oil & gas macro outlook: The market remains well supplied

thematic

Industrials

German Mittelstand Conference

thematic

Energy & Resources

Oil & Gas – Oil & gas research principles

thematic

Industrials

German industrials spotlight: Sand in the gears

thematic

Industrials

German industrials spotlight: Industrial machinery

thematic

Energy & Resources

Oil & Gas – Falklands oils: Time to pause and draw breath

thematic

Industrials

German industrials: Global ambitions

thematic

Energy & Resources

ASX Small to Mid Caps Conference – London, 7 March 2013

thematic

Energy & Resources

Asia-Pacific resources quarterly: February 2013 edition

thematic

Macro Outlook: Prices look vulnerable

thematic

Energy & Resources

Seismic reflections: Seismic Elections

thematic

Metals & Mining

Indaba special, 2013

thematic

Healthcare

Edison healthcare quarterly: Boom times for US biotech

thematic

Energy & Resources

Seismic reflections: Oil market dynamics turn bearish

thematic

Macro Outlook: North American supply gathers pace

thematic

Energy & Resources

Seismic reflections: Sentiment vs reality

thematic

Metals & Mining

Edison mining quarterly: October 2012

thematic

Metals & Mining

Mining catalyst: China’s new stimulus

thematic

Energy & Resources

Seismic reflections: Take me out

thematic

Healthcare

Edison healthcare quarterly: Crisis? What crisis?

thematic

Energy & Resources

Seismic reflections: Unstoppable force?

thematic

Energy & Resources

Asia-Pacific resources quarterly: August edition

thematic

Energy & Resources

Seismic reflections: Stick or twist – looks like twist

thematic

Energy & Resources

Seismic reflections: What’s next for UK North Sea?

thematic

Energy & Resources

Seismic reflections: The next major US resource play

thematic

Healthcare

Edison healthcare quarterly: How to please some of the people some of the time

thematic

Investment Companies

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Energy & Resources

Asia-Pacific resources quarterly

thematic

Energy & Resources

Seismic reflections: Closing bell for the 27th UK licensing round

thematic

Metals & Mining

Edison mining quarterly: April 2012

thematic

Macro Outlook: Supply concerns wane

thematic

Energy & Resources

Seismic reflections: YPF nationalisation

thematic

Energy & Resources

Seismic reflections: Heavy cash

thematic

Energy & Resources

Seismic reflections: Budgeting for a North Sea revitalisation

thematic

Macro Outlook – Diverging Brent and WTI price trends

thematic

Energy & Resources

Seismic reflections: Italian drilling ban about turn?

thematic

Energy & Resources

Seismic reflections: Gas to liquids could gain traction

thematic

Investment Companies

Investment Trusts Quarterly: Growth and income

thematic

Energy & Resources

Seismic reflections: Funding troubles, M&A bubbles

thematic

Metals & Mining

Macro Outlook – Price weakness on the cards

thematic

Energy & Resources

Seismic reflections: Singing those 100% equity blues

thematic

Macro Outlook: Market backdrop still bearish

thematic

Metals & Mining

Indium and gallium overview

thematic

Energy & Resources

Seismic reflections: Enormous North American potential

thematic

Industrials

DSEi: Feedback and thoughts

thematic

Energy & Resources

Seismic reflections : Tullow’s breakthrough discovery

thematic

Macro Outlook – Rapidly weakening market backdrop

thematic

Energy & Resources

Seismic reflections: Confidence in Kurdistan grows

thematic

Energy & Resources

Seismic reflections: An exciting investment story

thematic

Energy & Resources

Still bearish

thematic

Metals & Mining

Switzerland: Global Resources Investing Conference

thematic

Energy & Resources

Seismic reflections : Commodity prices only a side issue

thematic

Energy & Resources

Crude market potentially vulnerable

thematic

Energy & Resources

Seismic reflections : Taxing matters

thematic

Energy & Resources

Seismic reflections – Introducing the oil screen

thematic

Energy & Resources

Supply fears exaggerated

thematic

TMT

The third pillar

thematic

TMT

The real disruptor

thematic

TMT

Merger mania is back

thematic

Energy & Resources

The spectre of weakening prices