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ICG-Longbow SSUP

Bitesize briefing - ICG-Longbow SSUP

Edison TV: | Financials | 20 Mar 2019

In this short video, Milosz Papst discusses the background of ICG-Longbow Senior Secured UK Property Debt Investments, which provides exposure to a diversified portfolio of good-quality, defensive and predominantly fixed-rate senior secured UK real estate loans.Read more>>

Volta Finance

Bitesize briefing - Volta Finance

Edison TV: | Investment trusts | 19 Mar 2019

In this short video, Milosz Papst provides an introduction to Volta Finance, an investment fund providing exposure to a diversified portfolio of structured finance assets, in particular collateralised loan obligations (CLOs).

Euromoney Institutional Investor

Bitesize briefing – Euromoney

Edison TV: | Media | 18 Mar 2019

In this short video, media analyst Fiona Orford-Williams summarises the key points of the Euromoney investment case and discusses the proposed share distribution by DMGT.

VolitionRx

Executive interview - VolitionRx Discusses FY18 Results and Provides a Business Update

Edison TV: | Pharmaceuticals & healthcare | 15 Mar 2019

In this interview, Cameron Reynolds, President and Chief Executive Office of Volition, discusses the Company’s financial results and provides a business update for the full fiscal year ended December 31, 2018. The Company made significant progress on building out it’s Nu.QTM platform and reported positive initial data from its first product grade assays. The team aims to further strengthen their product pipeline beyond colorectal cancer to include several cancers and diseases, along with advancing the Nu.Q Capture and Nu.Q Vet products to help drive early revenue.

Allied Minds

Bitesize briefing - Allied Minds

Edison TV: | Technology | 13 Mar 2019

Allied Minds is an IP commercialisation company focusing on early-stage companies within life sciences and technology. Although AIM listed, its portfolio companies are spin-outs from US federal government laboratories and universities. The portfolio has been significantly rationalised since 2017 and is now focused on six principal companies which comprise 92%+ of portfolio fair value. Management expects the top three companies to achieve commercialisation in 2019, and we believe there could be substantial upside if this is achieved. Following recent cash management measures, Allied Minds has extended its cash runway into 2021.

Hermes Investment Management

Executive interview – Hermes Investment Management

Edison TV: | Investment trusts | 13 Mar 2019

Andrew Parry, Head of Sustainable Investing at Hermes Investment Management, talks to us about the company's commitment to delivering holistic returns – outcomes which consider the impact that decisions have on society, the environment and the wider world. The company's philosophy is that for the economy to be sustainable, all resources have to be used optimally and costed appropriately, and to ensure that the global financial system operates in the interests of its ultimate asset owners, not its various agents. Hermes has £33.5bn in AUM and Hermes EOS is one of the industry’s leading engagement resources, advising on £389bn of assets.

Borussia Dortmund

Das Wunder von Dortmund is still alive

Update | Travel & Leisure | 08 Mar 2019

The recent dip in form (one win in eight games) risks distracting from Borussia Dortmund's highly successful season with a new head coach and a developing squad. While disappointment is understandable, given raised expectations, the share price upset (down over 25% from its November peak) appears exaggerated as Dortmund (BVB) remains well-placed for its Bundesliga title challenge and has already all but secured Champions League participation for next season, its overriding KPI. Moreover, we are now raising forecasts to reflect the buoyancy of international TV marketing and January's bumper transfer of Pulisic. Transfermarkt.de's new €45m upgrade in squad valuation, highlighted by Sancho (18) as most valuable Bundesliga player (€80m), suggests more to come, reinforcing EV/EBITDA of under 6x FY19e as unbecoming of BVB's brand and financial strengths.

Laboratorios Farmacéuticos ROVI

Executive interview – ROVI

Edison TV: | Pharmaceuticals & healthcare | 06 Mar 2019

Laboratorios Farmacéuticos ROVI is a fully integrated, profitable Spanish pharmaceutical company established in 1946 which listed on the Madrid Stock Exchange in 2007. ROVI is involved in the research and development, in-licensing, manufacture and marketing of small molecule and speciality biologic drugs. ROVI has a particular expertise in low molecular weight heparins (LMWH), with internally developed assets Hibor (bemiparin) and Becat (enoxaparin biosimilar) being key drivers of near-term revenue and profit growth. Sustainable long-term growth is dependent on successful R&D investment and ROVI’s efforts here lie in its ISM (in situ microimplants) technology. In this video, the company’s vice president & chief financial officer Javier López-Belmonte introduces the company, its LMWH franchise and an overview the commercialisation strategy for with its Phase III asset DORIA (Risperidone ISM).

Algebris

Executive interview – Algebris

Edison TV: | Investment trusts | 05 Mar 2019

Algebris, with €11bn AUM, is a global investment manager that embraces long-only and alternative strategies. Founded in 2006 by CEO David Serra, Algebris has broadened its financials sector expertise (in equity and credit) to the global credit and Italian securities spaces. The Algebris quant team has exclusive access to proprietary algorithms and quant statistical arbitrage UCITS-compliant strategies, benefiting from changes in volatility regime, regardless of market correction. Over the years, team findings have been presented at major monetary institutions (including the Bank of England, IMF in London, EBRD, Bank of Italy) and top universities (eg Oxford, Imperial College).

XP Power

Executive interview - XP Power FY18 results

Edison TV: | Technology | 04 Mar 2019

In this interview, CEO Duncan Penny and CFO Gavin Griggs discuss XP Power’s FY18 results. Gavin explains the company’s record performance in terms of revenues, profits and bookings despite currency headwinds and Duncan summarises the benefits of the recent Glassman acquisition and highlights the breadth of the company’s product portfolio. While US tariffs on products imported from China have some impact on the company, Duncan explains that increasing manufacturing capacity in Vietnam should counter this. He also highlights the diverse end markets served by XP, and notes that while it saw weaker demand from semiconductor production equipment customers in Q4, all other end markets (c 75% of revenues) continued to perform well. Gavin gives an update on how the company is managing component shortages and both Duncan and Gavin discuss their expectations for FY19.

Polar Capital Global Financials Trust

Fund manager interview - Nick Brind, Polar Capital Global Financials Trust

Edison TV: | Investment trusts | 04 Mar 2019

Nick Brind, co-manager of the Polar Capital Global Financials Trust (PCFT), discusses why the world’s largest sector (by market cap) could generate substantially different returns over the next decade. Nick explains why the sector has become neglected and how headwinds are receding following the financial crisis - as well as outlining the attractive valuations of financial stocks. PCFT is managed to provide a lower-risk way to access global financials via a highly experienced management team. It has an income & growth approach and has generated total returns of 9% per year with low volatility since launch in 2013; and this from a sector still hovering around its post-crisis valuation lows…

Cantargia

Executive interview – Cantargia

Edison TV: | Pharmaceuticals & healthcare | 28 Feb 2019

Cantargia is a clinical-stage biotechnology company based in Sweden, established in 2009 and listed on the Nasdaq Stockholm main market. It is developing antibodies against target IL1RAP to treat cancer and autoimmune diseases. Lead antibody CAN04 is currently being studied in a Phase I/II study in solid tumours focusing on NSCLC and pancreatic cancer. In this video, the company’s chief executive officer Göran Forsberg introduces the company and its lead asset, and provides an overview of R&D progress and expected newsflow.