Liberum Stockcast - Best idea of the week: FY19 revenues, profits and cash ahead
In this weeks Stockcast, Ed Blair talks to Technology Analyst Andrew Bryant about Frontier Developments and why Andrew thinks Frontier are the only leading UK games company to invest in. Click here to read the latest research
Catch up on previous Stockcasts using our playlist.
WEEK 7. (26.08.19) Alistair Smallwood talks to Liberum's Mining team Richard Knights and Ben Davis in which they discuss why have you downgraded now, structural headwinds impacting steel consumption. the Chinese property sector and new stock recommendations. Click here to read the research.
WEEK 6. (19.08.19) Ed Blair discusses life sciences stock Malin with healthcare analyst Alistair Campbell. Click here to read the research.
WEEK 5. (12.08.19) In this week’s Stockcast, Ed Blair discusses Domino's Pizza PLC with Retail Analyst Wayne Brown, as the franchise row deepens, what will be the likely scenarios that could play out.
WEEK 4. (05.09.19) In this week’s Stockcast, Ed Blair and Rahim Karim discuss Equiniti and the transition to 80 - Can Equiniti transition to £80 million free cash. Click here to read the latest research.
WEEK 3. (29.07.19) In this weeks Stockcast, leisure Analyst Anna Barnfather talks to Equity Sales, Alistair Smallwood about her in depth note on the Leisure sector - Experience is everything. Click here to read the report.
WEEK 2. (22.07.19) In this weeks Stockcast Ed Blair dicusses Burford with Financial Services Analyst Ben Williams. Burford is off 22% relative since the recent peak. Much has been written about returns, in some cases valuing the business excluding the big wins, but including all losses, which makes no sense, or putting the core business on 10x and its opex on 15x (same), or entirely ignoring the extra returns from the sovereign wealth fund deal (same). Click here to read the report.
WEEK 1. (15.07.19) In this weeks Stockcast, Liberum's Capital goods analyst Dan Cunliffe is joined by Technology Analyst to discuss there latest report - Capital Goods vs Semiconductors Timing the next up-cycle. Click here to read the report.
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