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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.

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linkhttps://www.progressive-research.com/ calendar_today20-11-2017 23:32:51

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#CER | Cerillion plc | Video: Interim Results Presentation - 28th May 2025 📺Watch here: progressive-research.com/videos/cerilli… Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the business's Interim results for the six months ended 31 March 2025, followed by a Q&A session.

#CER | Cerillion plc | Video: Interim Results Presentation - 28th May 2025

📺Watch here: progressive-research.com/videos/cerilli…

Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the business's Interim results for the six months ended 31 March 2025, followed by a Q&A session.
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Just released - Energy, Populism & War with Doomberg 🎧Listen to the full episode here⬇️ progressive-research.com/podcasts/energ… Jeremy talks to Substack’s No.1 financial voice, Doomberg They covered a lot: the shifting energy landscape, rising populism, why AI’s insatiable hunger for US

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Talking Tech - Episode 22 🎧Listen to the full episode here ⬇️ progressive-research.com/podcasts/talki… George & Ian dive into UK small/mid-cap tech and the broader market mood: AI optimism stays strong with Salesforce (NYSE: #CRM), C3.ai (NYSE: #AI) & Nvidia (#NVDA), but

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…and if you’d like to know why George thinks tech valuation is enjoying a Goldilock’s moment, read the Talking Tech’s team’s latest blog: Valuation: Too warm, too cold, just right? progressive-research.com/insights/valua… George looks at tech drivers and gives us three points to ponder before

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#TBLD | tinyBuild: Positive AGM trading update – game on Positive AGM update from tinyBuild ⚔️Kingmakers on Oct 8 shows revenue ahead of expectations, effective cash management and a strong pipeline despite the difficult backdrop, with the launch of high-potential new games. Read more:

#TBLD | tinyBuild: Positive AGM trading update – game on 
Positive AGM update from <a href="/tinyBuild/">tinyBuild ⚔️Kingmakers on Oct 8</a> shows revenue ahead of expectations, effective cash management and a strong pipeline despite the difficult backdrop, with the launch of high-potential new games. 

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#VANL | Van Elle : Regulator delays soften FY25 outlook Update from Van Elle reveals that continuing delays by the Building Safety Regulator have led to a moderate cut in FY25 guidance, but the order book has grown and the group remains optimistic on recovery. Read more:

#VANL | Van Elle : Regulator delays soften FY25 outlook 
Update from <a href="/VanElleplc/">Van Elle</a> reveals that continuing delays by the Building Safety Regulator have led to a moderate cut in FY25 guidance, but the order book has grown and the group remains optimistic on recovery. 

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#SDI| SDI Group: Strong progress against acquisition strategy Acquisition of Severn Thermal Solutions presents opportunities for @SDIplc in cross-selling, vertical integration and international exposure, and is expected to be earnings enhancing immediately. Read more:

#SDI| SDI Group: Strong progress against acquisition strategy 
Acquisition of Severn Thermal Solutions presents opportunities for @SDIplc in cross-selling, vertical integration and international exposure, and is expected to be earnings enhancing immediately. 

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#TERN | Tern: Portfolio maturing and SVV benefits FY24 results from Tern PLC highlight strength of the core portfolio, delivering progress with key accounts and strategic partnerships, while exposure to Sure Valley plc provides an additional source of income. Read more:

#TERN | Tern: Portfolio maturing and SVV benefits 
FY24 results from <a href="/Ternplc/">Tern PLC</a> highlight strength of the core portfolio, delivering progress with key accounts and strategic partnerships, while exposure to Sure Valley plc provides an additional source of income. 

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#IIG | Intuitive Investments: ‘It could be you’ – it’s definitely Intuitive Investments Interims from IIG focus on development of its most significant investment, Hui10, which provides a significant opportunity as it continues the digital transformation of China’s lottery.

#IIG | Intuitive Investments: ‘It could be you’ – it’s definitely Intuitive Investments 
Interims from IIG focus on development of its most significant investment, Hui10, which provides a significant opportunity as it continues the digital transformation of China’s lottery.
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#PHAR | Pharos Energy: Ducks lined up for 2025 After developing clarity on its portfolio, our Spotlight note discusses how PharosEnergy can use its strong balance sheet to increase investment and build momentum in 2025, growing the reserve base and shareholder value. Read

#PHAR | Pharos Energy: Ducks lined up for 2025
After developing clarity on its portfolio, our Spotlight note discusses how <a href="/pharosenergy/">PharosEnergy</a> can use its strong balance sheet to increase investment and build momentum in 2025, growing the reserve base and shareholder value. 

Read
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The Market Call - Week Ending 06/06/2025: Musk...the world's biggest Gold salesman 🎧Listen here⬇️ progressive-research.com/podcasts/week-… This week, Jeremy and Gareth discuss what felt more “normal” for markets — signs of a slowing US economy and falling bond yields. But that calm was

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#IDOX | Idox : Good growth and visibility Interims from Idox Group show H1 order intake up a healthy 9%, with significant customer wins, strong cash generation, good progress on M&A and an encouraging update on current trading and the business pipeline. Read more:

#IDOX | Idox : Good growth and visibility 
Interims from <a href="/Idoxgroup/">Idox Group</a> show H1 order intake up a healthy 9%, with significant customer wins, strong cash generation, good progress on M&amp;A and an encouraging update on current trading and the business pipeline. 

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IIG | Intuitive Investments Group: Fresh funds to accelerate Hui10 Fundraise by IIG of over £9.5m will help to accelerate the nationwide roll-out of Hui10’s products and services in China, as it continues the digital transformation of China’s lottery. Read more:

IIG | Intuitive Investments Group: Fresh funds to accelerate Hui10 
Fundraise by IIG of over £9.5m will help to accelerate the nationwide roll-out of Hui10’s products and services in China, as it continues the digital transformation of China’s lottery. 

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#G4M | Gear4Music: Another opportunistic asset purchase amid sector consolidation The purchase of stock and intangibles from UK retailer PMT is a gross margin opportunity for Gear4music and continues the consolidation in the musical instruments sector. Read more:

#G4M | Gear4Music: Another opportunistic asset purchase amid sector consolidation 
The purchase of stock and intangibles from UK retailer PMT is a gross margin opportunity for <a href="/gear4music/">Gear4music</a> and continues the consolidation in the musical instruments sector. 

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The Market Call - Week Ending 13/06/2025: The Attractiveness of Scarcity 🎧Listen here⬇️ progressive-research.com/podcasts/week-… This week, Jeremy & Gareth dive into the dramatic escalation in Iran and its ripple effects: oil and gold prices spiked, but the US dollar—typically a safe

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#WYN | Wynnstay Group Plc - Interim Results Presentation at 12:30pm BST on Wednesday, 9th July 2025 Register here ➡️ bit.ly/WYN-H125-resul… Wynnstay Group, the agricultural supplies group, invite all existing and potential shareholders to join an online presentation covering

#WYN | Wynnstay Group Plc - Interim Results Presentation at 12:30pm BST on Wednesday, 9th July 2025

Register here ➡️ bit.ly/WYN-H125-resul…

Wynnstay Group, the agricultural supplies group, invite all existing and potential shareholders to join an online presentation covering
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Talking Tech - Episode 23 🎧Listen to the podcast here⬇️ progressive-research.com/podcasts/talki… London Tech Week - George has been out and about and is enthused about by the talk by Gary Turner and Steve Vamas of Xero fame. More LSE departures - To read the eulogies you would think that