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Nanoco Group (LSE: NANO) – Cash returns, rationalisation and IP pursuit >

Dan Ridsdale | TMT | Comment | 2 days ago

Nanoco Group (LSE: NANO) – Cash returns, rationalisation and IP pursuit >

Dan Ridsdale | TMT | Comment | 2 days ago

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Market cap

Date (published)

thematic

TMT

02.02.24

MediaWatch – Glimpses of positivity

TMT

thematic

29.07.24

MediaWatch – Encouragements and frustrations

Latest

TMT | Update

30.09.24

Esker — Proposed bid for the company confirmed

TMT | Update

24.09.24

Boku — H124 revenue growth supports FY24 outlook

TMT | Flash note

19.09.24

IP Group — Management sees positive portfolio momentum

insight

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Equities

Region

Market cap

EML Payments (EML)

Latest price

AUD0.60

▾ −0.04 (−5.56)

As at 04/10/2024

Market capitalisation: AUD238m

View equity

Update

TMT

06.09.24

EML Payments — Growth cap lifted in the UK

Update

TMT

12.04.24

EML Payments — Cutting the final link to PFS vendors

Esker (ALESK)

Latest price

EUR262.80

— 0.00 (0.00)

As at 04/10/2024

Market capitalisation: EUR1,593m

View equity

Update

TMT

25.09.24

Esker — Proposed bid for the company confirmed

Update

TMT

18.07.24

Esker — Record Q2 bookings; FY24 outlook maintained

Update

TMT

01.05.24

Esker — Targeting margin recovery in FY24

Filtronic (FTC)

Latest price

GBP0.64

▾ −1.00 (−1.54)

As at 04/10/2024

Market capitalisation: GBP143m

View equity

Update

TMT

03.09.24

Filtronic — Upgrading on follow-on space order

Update

TMT

05.08.24

Filtronic — Scaling up for future growth

Flash note

TMT

23.07.24

Filtronic — Follow-on order from SpaceX

Freelancer (FLN)

Latest price

AUD0.18

— 0.00 (0.00)

As at 04/10/2024

Market capitalisation: AUD82m

View equity

Outlook

TMT

01.08.24

Freelancer — Using AI to enhance revenue and profit growth

Update

TMT

25.04.24

Freelancer — AI to drive return to growth

Update

TMT

29.02.24

Freelancer — Primed for margin expansion

IP Group (IPO)

Latest price

GBP0.49

▾ −0.10 (−0.20)

As at 04/10/2024

Market capitalisation: GBP486m

View equity

Flash note

TMT

19.09.24

IP Group — Management sees positive portfolio momentum

Flash note

TMT

01.08.24

IP Group — Novo Holdings invests in Oxford Nanopore

Flash note

TMT

21.06.24

IP Group — Sale of Garrison Technology to Everfox

Nano Dimension (NNDM)

Latest price

USD2.39

▾ 0.05 (2.14)

As at 04/10/2024

Market capitalisation: USD518m

View equity

Update

TMT

30.09.24

Nano Dimension — Creating a leader in additive manufacturing

Flash note

TMT

05.07.24

Nano Dimension — Agreement to acquire Desktop Metal

Nanoco Group (NANO)

Latest price

GBP0.13

▾ 0.62 (5.02)

As at 04/10/2024

Market capitalisation: GBP25m

View equity

Update

TMT

02.09.24

Nanoco Group — European partnership not moving forward

Update

TMT

04.07.24

Nanoco — Visibility pushed back

Outlook

TMT

24.06.24

Nanoco Group — Sensing the opportunity

Northern Data Group (NB2)

Latest price

EUR26.25

▾ 0.10 (0.38)

As at 04/10/2024

Market capitalisation: EUR1,399m

View equity

Flash note

TMT

04.07.24

Northern Data Group — First European provider of NVIDIA’s H200 GPUs

Flash note

TMT

11.06.24

Northern Data Group — Building its European AI ecosystem

Flash note

TMT

08.05.24

Northern Data Group — Continued progress as a diversified HPC provider

SenSen Networks (SNS)

Latest price

AUD0.05

— 0.00 (0.00)

As at 04/10/2024

Market capitalisation: AUD40m

View equity

Update

TMT

02.05.24

SenSen Networks — Time to scale

Update

TMT

01.03.24

SenSen Networks — Clear path to sustainable cash generation

Digital signals flying over highway. Digital transformation. Internet of Things.

Update

TMT

31.01.24

SenSen Networks — Momentum and positive cash flow

Substrate AI (SAI)

Latest price

EUR0.10

— 0.00 (−3.74)

As at 04/10/2024

Market capitalisation: EUR11m

View equity

Initiation

TMT

17.07.24

Substrate AI — AI venture builder

Team Internet Group (TIG)

Latest price

GBP1.31

▾ 1.20 (0.92)

As at 04/10/2024

Market capitalisation: GBP336m

View equity

Update

TMT

12.08.24

Team Internet Group — Earnings remain resilient

Update

TMT

13.05.24

Team Internet — Upgrading FY25 EPS by 7% on Shinez

Update

TMT

19.03.24

Team Internet Group — Growth and returns, acquisition bolsters outlook

The Pebble Group (PEBB)

Latest price

GBP0.54

— 0.00 (0.00)

As at 04/10/2024

Market capitalisation: GBP89m

View equity

Update

TMT

09.09.24

The Pebble Group — Improved operational readiness

Outlook

TMT

01.05.24

The Pebble Group — Two distinct businesses in one

Update

TMT

21.03.24

The Pebble Group — Positioned to benefit from re-emerging confidence

Tinexta (TNXT)

Latest price

EUR11.49

▾ −0.31 (−2.63)

As at 04/10/2024

Market capitalisation: EUR558m

View equity

Update

TMT

06.08.24

Tinexta — Growth affected by temporary issues

Update

TMT

17.05.24

Tinexta — Typical seasonality in Q124

Update

TMT

20.03.24

Tinexta — Strongest year since FY18

Vection Technologies (VR1)

Latest price

AUD0.01

— 0.00 (0.00)

As at 04/10/2024

Market capitalisation: AUD12m

View equity

Update

TMT

30.04.24

Vection Technologies — Moving from niche to mainstream markets

Flash note

TMT

21.02.24

Vection Technologies — Contract wins underpin strong start to H224

Flash note

TMT

02.02.24

Vection Technologies — Record half and strong H2 visibility

VEON (VEON)

Latest price

USD31.47

▾ −0.43 (−1.35)

As at 04/10/2024

Market capitalisation: USD2,254m

View equity

Verve Group (VER)

Latest price

EUR3.40

▾ −0.08 (−2.16)

As at 04/10/2024

Market capitalisation: EUR648m

View equity

Update

TMT

10.09.24

Verve Group — Driving better media outcomes

Update

TMT

13.08.24

Verve Group — Another substantial upgrade

Update

TMT

24.06.24

Verve — Jun helps Verve blossom

Curated by Edison

twitter.com

Economics of the OpenAI deal

TMT

Flow of profit distribution through the investments repayment phases

Read article

www.reuters.com

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

TMT

The forecast represents how some are betting the AI tech will go far beyond splashy and sometimes flawed public demos.

Read article

www.ft.com

India’s high-stakes bid to join the global semiconductor race

TMT

Chipmaking could be fantastically lucrative but precision engineering has not been a traditional national strength

Read article

www.exponentialview.co

🔮 Twitter’s hive mind; Africa’s microgrids; new chips; bitcoin++ #397

TMT

The ‘hive-mind’ notion is appealing but does require stewardship and directionality.

Read article

www.gartner.co.uk

What is New in the 2022 Gartner Hype Cycle for Emerging Technologies

TMT

Gartner unveils our latest Hype Cycle™ for Emerging Technologies featuring 25 ‘must-know’ innovations to drive competitive differentiation and efficiency 💯 They are not only expected to greatly impact business and society over the next 2️⃣ to 🔟 years, but will especially enable CIOs and IT leaders to deliver on digital business transformation. Find out more here. #GartnerIT #EmergingTech #IT #CIO #DigitalBusiness

Read article

Thematics

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

thematic

TMT

09.09.21

Micro-LEDs – small is beautiful

thematic

TMT

16.08.20

Semiconductor winners – European companies with strong positions

Equities

Equities by Sector

Sectors

Thematics

Latest

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

The art of measurement – Challenges in metrology

Vietnam Holding – Vietnam in the global digital race

Audiovisual

Latest

Card Factory – executive interview

The London Tunnels – executive interview

Medigene – executive interview

About Edison

About Edison

Careers

TMT

Nanoco Group

5.02%

TMT Insights

MediaWatch – Rinse and repeat

MediaWatch – Glimpses of positivity

MediaWatch – Encouragements and frustrations

Latest

Nano Dimension — Scaling up

Esker — Proposed bid for the company confirmed

Boku — H124 revenue growth supports FY24 outlook

IP Group — Management sees positive portfolio momentum

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Equities

EML Payments (EML)

AUD0.60

EML Payments — Back to basics

EML Payments — Growth cap lifted in the UK

EML Payments — Cutting the final link to PFS vendors

See morecontent on

Esker (ALESK)

EUR262.80

Esker — Proposed bid for the company confirmed

Esker — Record Q2 bookings; FY24 outlook maintained

Esker — Targeting margin recovery in FY24

See morecontent on

Filtronic (FTC)

GBP0.64

Filtronic — Upgrading on follow-on space order

Filtronic — Scaling up for future growth

Filtronic — Follow-on order from SpaceX

See morecontent on

Freelancer (FLN)

AUD0.18

Freelancer — Using AI to enhance revenue and profit growth

Freelancer — AI to drive return to growth

Freelancer — Primed for margin expansion

See morecontent on

IP Group (IPO)

GBP0.49

IP Group — Management sees positive portfolio momentum

IP Group — Novo Holdings invests in Oxford Nanopore

IP Group — Sale of Garrison Technology to Everfox

See morecontent on

Nano Dimension (NNDM)

USD2.39

Nano Dimension — Scaling up

Nano Dimension — Creating a leader in additive manufacturing

Nano Dimension — Agreement to acquire Desktop Metal

See morecontent on

Nanoco Group (NANO)

GBP0.13

Nanoco Group — European partnership not moving forward

Nanoco — Visibility pushed back

Nanoco Group — Sensing the opportunity

See morecontent on

Northern Data Group (NB2)

EUR26.25

Northern Data Group — First European provider of NVIDIA’s H200 GPUs

See more
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