Progressive Equity @prog_res
We provide bespoke research, investor engagement and advisory services to public and private companies of all sizes and across a broad range of sectors. progressive-research.com City of London, UK Joined November 2017-
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THRU | Thruvision: FY25 results – resetting for growth FY25 results for @thruvision were in line with expectations after a tough year for the business, but FY26 has started strongly with a route towards breakeven profitability in FY27 if momentum continues. Read more:…
MTEC | Made Tech Group plc | Video: Full Year 2025 Results Presentation - September 2025 progressive-research.com/videos/made-te… Rory MacDonald, CEO of Made Tech Group, and Neil Elton, CFO, present the group's results for the year ended May 31, 2025, followed by a Q&A session.
SDI | SDI Group plc | Video: Full Year Results Presentation - September 2025 Watch here: progressive-research.com/videos/sdi-gro… SDI Group CEO, Stephen Brown, CFO, Ami Sharma and Head of Corporate Development, James Dimitriou present the group's results for the year ended 30 April 2025,…
STVG | STV Group: Cost actions to underpin recovery prospects Interims from @WeAreSTV show trading remains challenging for advertising and programme commissioning, but operating and financial cost actions should underpin potential to deliver longer-term growth. Read more:…
SDI | SDI Group : Current trading in-line; clear growth trajectory AGM update from @sdiplc reports continuing positive momentum across the portfolio and an improvement in organic growth, with FY26 results expected to be in line with market expectations. Read more:…
VANL | Van Elle Holdings: Project delays reduce short-term prospects Yesterday's update from @VanElleplc indicates FY26E trading and profits will be ‘materially below’ expectations as contract delays have meant the expected improvement across core markets has ‘yet to…
New podcast: Talking Tech Ep. 29 🎙️ 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… George O’Connor & Ian Robertson cover: UK’s “Big Beautiful Trade Prosperity” deal – context vs Europe Oracle’s big leap & echoes of AOL–Time Warner 2000 UK co. news: SThree’s weak…
VIDEO: DFCH | DF Capital Holdings Plc : Half Year 2025 Results Overview Watch here: progressive-research.com/videos/df-capi… DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2025.
New Podcast: Talking Tech Ep.28 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… UK vs US tech valuations – a closer look at Computacenter, Raspberry Pi & Kainos shows the UK’s “p/e discount” is more nuanced than growth. IQE’s warning underlines AIM’s issues, while…
PEBB | The Pebble Group PLC | Video: Half Year 2025 Results Presentation Watch here: progressive-research.com/videos/the-peb… The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group’s results for the six months to 30 June 2025, followed by Q&A.
The Market Call: Week Ending 12/09/25 🎧 Listen here: progressive-research.com/podcasts/the-w… Inflation continues to pump up markets, keeping risk assets strong despite political volatility and looming fiscal cliffs. Bond markets wobbled on talk of IMF visits for France and the UK, but FX…
#DFCH | DF Capital Holdings Plc | Video: Half Year 2025 Results Overview Watch here: progressive-research.com/videos/df-capi… DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2025. #LSE #AIM #FTSE #stockmarkets #investing #equities
Listen to the latest episode of @MarkAtkinsonDII's The Desert Island Investor: I talk to Peter Hadsley-Chaplin, non-executive chair of M.P. Evans Group 🎧Listen here ➡️ progressive-research.com/podcasts/i-tal… M.P. Evans Group plc – a global supplier of certified sustainable palm oil with…
GAMA | Gamma Communications: UK resilient and Germany delivering strong growth H1 results, released today, show organic growth in Germany and the UK, despite the challenging macroeconomic backdrop. Revenue increased 12%, mainly due to the Starface and Placetel acquisitions. Adj.…
G4M | Gear4Music : Strong trading momentum delivers uplift in FY expectations The positive trading momentum that G4M described in both its post-close update and then FY25 results has continued apace. Read more: progressive-research.com/research/stron…
VTU | Vertu Motors: H1 update in-line H1 update from @VertuMotors confirms that FY26 profit is expected to be in line with expectations, while the outlook statement suggests that stability and predictability are improving against a backdrop that remains difficult. Read more:…
NEXS | Nexus Infrastructure: Return to profit expected in new FY26 forecasts Our new FY26 estimates for Nexus show the company returning to profit after five years of losses, with upside potential given the government’s recent initiatives in its core sectors. Read more:…
SFR | Severfield : Guidance reaffirmed ahead of CEO arrival AGM update from @Severfieldplc reaffirms guidance, with a well-diversified order book, strong growth in India and progress with bridge remediation all positives ahead of the arrival of CEO Paul McNerney. Read more:…
The Market Call: Week Ending 29/08/2025 – Is Drax (ironically) the canary in the coal mine ? This week on The Market Call, Jeremy and Gareth discuss Trump vs the Fed, political risk in France, a UK "Autumn of Worry," and Drax under FCA scrutiny. Is the biomass giant the canary…
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