@Edison_Inv_Resi
iAccount based inPhilippines
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Edison is a content-led IR business on a mission to build bigger, better and more engaged investors for our clients.
London, UK
Joined February 2010
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Cobra Resources — Blue Rose drilling strengthens porphyry case
Diamond holes returned ~1% Cu intervals in broader zones; mineralisation open at depth. Supports larger copper-gold porphyry potential.
📖 Full analysis: edisongroup.com/research/blu…
$COBR @Cobra_Resources
Kooth — Improved profitability and growth drivers
H126: Gross margin to 74% (from 63%), adj. EBITDA more than doubled to £5.3m. Profit after tax £2m. Net cash £23.1m.
📖Full analysis: edisongroup.com/research/imp…
$Koo @kooth_plc
Altron — Continuing HEPS up 11–17% in H127
Continuing operations HEPS expected 107–112 ZAR cents (+11–17% y-o-y). Group HEPS 105–110 cents (+21–27%). Full H127 results due 2 November.
📖Full analysis: edisongroup.com/research/con…
$AEL @AltronGroup
Newron Pharmaceuticals — H126 results: Evenamide pivotal readout nears
ENIGMA-TRS 1 screening closed; target enrolment mid-Oct. Q127 primary 12-week readout guided. Valuation updated to CHF20.9/share.
📖 Full analysis: edisongroup.com/research/h12…
$NWRN
IP Group — Cash realisations reinforce portfolio momentum
H126 NAV +3.2% to 113.9p. Cash proceeds of £68.7m (above full FY25), with further £17.1m post-period. Gross cash £239m at end-June.
📖Full analysis: edisongroup.com/research/cas…
$IPO @IPGroupplc
Metlen Energy & Metals — 2026 shaping up well
Strong H126 results; FY26 EBITDA guidance of €1.0–1.15bn reiterated (seen as conservative). Medium-term guidance confirmed. Indicative value €75.3/share.
📖 Full analysis: edisongroup.com/research/202…
$MTLN @MetlenSA
PCI-PAL — Partnership with BT confirmed
Major telecom reseller confirmed as BT. Onboarding well progressed; first customers already won via the relationship. Supports medium-term ARR growth targets of 18–20%.
📖Full analysis: edisongroup.com/research/par…
$PCIP @PCIPAL
Boku — FY26 outlook maintained; strategic progress made
H126 results in line; TPV +16%, underlying revenue +11%. FY26 guidance maintained. Network expansion and Stripe partnership progress noted.
📖 Full analysis: edisongroup.com/research/fy2…
$BOKU @BokuPayments
Georgia Capital — Building on its balance sheet strength
12m NAV TR +49.1%; holding company now debt-free. Launched GEL1bn capital-allocation programme through 2029 for investments, buybacks and potential dividends.
Full analysis: edisongroup.com/research/bui…
$CGEO @IRGCAP
Invesco Asia Dragon Trust — Seamless management changes
Marc Ye joins as co-manager from 1 Aug 2026 alongside Fiona Yang; Ian Hargreaves to retire 31 Mar 2027. Long-term strategy remains unchanged.
📖 Full analysis: edisongroup.com/research/sea…
$IAD
Alter Ego Media — Strategy driving growth and higher profitability
H126 revenue +25% to €74m, EBITDA +47% to €25.1m. Transformation strategy delivering diversified revenues and higher margins. Fair value raised to €7.3/share.
📖 Full analysis: edisongroup.com/research/str…
$AEM
Leading Edge Materials — Financing supports next phase at Norra Kärr
Raised C$4.3m of targeted C$6.0m private placement. Proceeds to fund PFS, permitting and hydromet work following 25-year mining lease award.
Full analysis: edisongroup.com/research/fin…
$LEM.V @LeadingEdgeMtls
The Metals Company — Narrowing the NPV gap
Regulatory milestones continue; management targets commercial recovery permit ahead of Q427 system commissioning. Successful execution could de-risk shares significantly.
Full analysis: edisongroup.com/research/nar…
$TMC @themetalsco
International Public Partnerships — Increased NAV and enhanced growth potential
H126 NAV rose 1.3% to 153.4p. Strong ops performance and capital recycling support predictable cash flows and long-term DPS growth.
📖 Full analysis: edisongroup.com/research/inc…
$INPP
Noctiluca — Key qualification and funding milestones achieved
Lead customer technical qualification complete; industrial qualification underway. Proposed equity investment of up to c PLN20.2m strengthens funding for next phase.
📖 Full analysis: edisongroup.com/research/key…
$NCL
Baillie Gifford US Growth Trust — Board urges rejection of Saba nominees
Board believes Saba appointments would compromise independence and current growth strategy. AGM 23 Oct; proxy deadline 21 Oct.
Full analysis: edisongroup.com/research/boa…
$USA @BaillieGifford
BioVersys — Clinical progress, commercial optionality
H126: Phase III RIV-TARGET recruiting; end-2027 enrolment guidance maintained. FY26 operating loss guidance improved to CHF32–34m. Valuation rises to CHF71.8/share.
Full analysis: edisongroup.com/research/cli…
$BIOV @Bioversys
MP Evans Group — Own crop and mill efficiency lift margins
H126 gross margin rose to 40% (from 35%), driven by higher own-crop processing and mill efficiency. Interim dividend increased 39% to 25p.
📖 Full analysis: edisongroup.com/research/own…
$MPE
Mendus — DIVA starts; testing combination with Ven+Aza
Phase Ib DIVA trial initiated: first evaluation of vididencel + venetoclax/azacitidine in unfit AML patients. First safety readout expected H127.
📖 Full analysis: edisongroup.com/research/div…
$IMMU
Filtronic — Further US satellite progress
Won $8.0m/£5.9m follow-on contract from US satellite customer for prototype units. Expected to contribute to revenue in FY27 and FY28, underpinning forecasts.
📖 Full analysis: edisongroup.com/research/fur…
$FTC @Filtronic