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Foresight Autonomous Holdings

Eye-Net to start trials - alpha version due end Q1

Flash note | Technology | 15 Feb 2018

Foresight has announced that it has completed the demo version of Eye-Net, its cellphone-based accident cell phone prevention system, and is now looking to complete the alpha version by the end of Q118. Eye-Net is a vehicle to infrastructure (V2X) system, which provides real-time alerts over standard cellular networks of potential accidents between pedestrians and vehicles as well as between vehicles themselves. To date, the company has carried out more than 15 successful demonstrations, in all of which it was able to alert users in time to enable them to brake safely. We see Eye-Net as a value enhancer for the Foresight group, which to date has focused on using autonomous safety features for vehicles and rail users.

Tetragon Financial Group

Executive interview - Tetragon Financial Management

Edison TV: | Investment Companies | 31 Jan 2018

Tetragon Financial Group’s investment objective is to generate distributable income and capital appreciation, aiming to provide stable returns to investors across various credit, equity, interest rate, inflation and real estate cycles. The investment portfolio comprises a broad range of assets, including a diversified alternative asset management business, TFG Asset Management, and covers bank loans, real estate, equities, credit, convertible bonds and infrastructure. In this video, Tetragon co-founder and director Paddy Dear provides an overview of TFG Asset Management and explains how it fits into Tetragon’s investment portfolio.Tetragon is scheduled to publish its end-December 2017 monthly factsheet today, providing updated key performance metrics and portfolio analysis.

Ellomay Capital

2018 a key year for growth delivery

Update | Alternative Energy | 30 Jan 2018

Ellomay Capital is a renewable power and energy infrastructure company currently undertaking significant new development projects. 9M17 results showed significant EBITDA growth (+23% y-o-y), mostly reflecting an increase in solar production thanks to the normalisation in weather conditions. We expect 2018 to be a key year for project delivery as our revised forecasts point to very strong profit growth (EBITDA up 80% y-o-y), mainly driven by the commissioning of two new biogas projects in the Netherlands and full contribution from the solar PV acquisition in Israel. We see project delivery as the main catalyst for the stock.

door2door

Executive interview - door2door

Edison TV: | Technology | 03 Jan 2018

Maxim Nohroudi is Managing Director and co-founder of door2door, Germany's leading mobility startup.door2door provides a mobility platform directly to cities and transport companies, which allows them to autonomously and independently operate new mobility services ie on demand ride-share shuttles. The platform integrates these new services into existing transport infrastructures (inter-modal routing), and performs a detailed analysis of supply and demand of the customer’s existing mobility network (insights). The company employs 100+ employees in Berlin & Porto Alegre (Brazil).

VinaCapital Vietnam Opportunity Fund

Targeting Vietnam's growth potential

Review | Investment Companies | 15 Dec 2017

VinaCapital Vietnam Opportunity Fund (VOF) is one of the largest specialist Vietnam funds. VOF invests primarily in public and private equity, with a smaller percentage in real estate. Management believes the fund's key differentiator to be the access it offers to off-market deals. VOF provides broad exposure to Vietnam's economic growth prospects. It focuses on domestic sectors that are well positioned to benefit from continued urbanisation and investment-led economic development, most notably consumption, construction, infrastructure and real estate. In November VOF appointed Frostrow Capital to act as its marketing and distribution partner in the UK, with the aim of enhancing the fund's engagement with current and potential shareholders, financial advisers and fund analysts, increasing liquidity in the shares and narrowing the discount to NAV.

John Laing Group

Growth in buoyant markets

Update | Financials | 13 Dec 2017

John Laing Group’s (JLG) trading update and recent disposal of a wind farm provided year-to-date figures for investment commitments and realisations. The figures confirmed the strength of the underlying infrastructure project market and highlighted the increased level of activity within the business. We have revised our forecasts and now expect a special dividend payment of 5.3p/share (6.5% of GBP 299m), offering a yield on the final and special payments combined, of c 3.3%. We expect further NAV growth in FY17 and beyond, and believe JLG’s rating is undemanding.

KEFI Minerals

Up to 90% of the way there

Update | Mining | 28 Nov 2017

KEFI has announced that it has made “considerable progress” in finalising the US$140m infrastructure lease facility for the development of Tulu Kapi in Ethiopia. The announcement follows the release of KEFI’s updated financial projections for Tulu Kapi in late October, based (for the first time) on a c 25% increase in ore processing capacity to 1.9-2.1Mtpa. It has also reconfirmed the project’s timeline, with construction anticipated in FY18-19 and commissioning at the end of 2019, and a residual equity/mezzanine requirement of US$20m (in line with our expectations).

John Laing Group

Positive outlook for growth

Outlook | Financials | 31 Aug 2017

John Laing Group (JLG) has an established and impressive track record of growth and is well paced to benefit from the strong market that exists for global infrastructure and renewable energy investment. We believe it can deliver a CAGR of 11.1% in NAV per share and 5.2% in DPS in 2016-21e. The combination of NAV per share and DPS growth should continue to provide attractive returns for shareholders and further close the valuation gap to its peers.

Osirium Technologies

Keeping your secrets

Initiation | Technology | 30 Aug 2017

Osirium Technologies’ software protects critical IT infrastructure from the unauthorised use of privileged IT accounts, bringing an innovative approach to the privileged access management (PAM) software market. Having established its credentials in the enterprise market, it is now seeking to expand into the mid-market where the simplicity of its technology makes it attractive. Bookings growth, new channel partners and new customers signed up will be the key metrics to track in the short to medium term.

Elk Petroleum

Rockies CO2 EOR consolidation

Outlook | Oil & Gas | 14 Aug 2017

Elk Petroleum (ELK) is an ASX-listed oil and gas producer and developer with a focus on enhanced oil recovery (EOR) from mature fields. The company's current focus is on CO2 EOR projects in Wyoming, US, where it's first EOR development project, Grieve, is due on stream in late 2017/ early 2018. Grieve, combined with the recent acquisition of a c 14% interest in the Madden gas field is due to turn ELK into a producer and material CO2 resource owner. We visited both Grieve and Madden in July 2017, which helped highlight a number of opportunities management is actively engaged in targeting. These include resource upside at both Grieve and Madden, numerous high IRR infrastructure optimisation opportunities and CO2 EOR opportunities in the vicinity of ELK's operated assets. Our valuation of ELK reduces from A$0.11/share to A$0.09/share due to a reduction in Edison's long term oil price assumption from $80/bbl (2022) to 70$/bbl.

Stobart Group

Unlocking exceptional shareholder value

Outlook | Industrial Support Services | 07 Aug 2017

Through a combination of forecast high growth from its core Aviation, Energy and Rail businesses, and cash realisations from its legacy Infrastructure and Investments divisions, Stobart Group (STOB) offers an attractive equity proposition. We forecast three-year group EBITDA CAGR of 18% as management executes its growth plans. Further asset disposals will likely return more than enough capital to cover the more than GBP 60m annual cash dividend payout and further strengthen the group balance sheet. Over the long term, we believe the group could unlock significant value from its core assets, especially Southend Airport, which is set to be a major beneficiary of airport capacity constraints in the South East.

Osirium Technologies

Building a UK cyber security brand

QuickView | Technology | 25 Jul 2017

Osirium's privileged access management software helps protect critical IT infrastructure from unauthorised use of privileged IT accounts, whether from hacking or internal threats. Since last year's IPO, Osirium has strengthened its sales & marketing and R&D teams, added a global channel-based route to the mid-market and further developed its product suite. It is now focused on growing its user base, while upselling to its existing customer base.