Talis embarks on its market consolidation journey
Just a few months after being acquired by IDI, Groupe Talis has made its first acquisition to expand its reach in the apprenticeship and professional training space in the Nouvelle-Aquitaine …
Q3 21: strong contract execution, as promised
Drone Volt has announced strong growth in Q3 due to the positive execution of its contracts with Aquiline Drones. Its ramp-up of H2 drones is the reason for this growth, …
Battery progress again overshadows operating results
During the H1 21 operating results release, the developments in the battery business again stole the limelight. With tangible progress in battery on various counts – such as financing, commercialisation …
Battery progress again overshadows operating results Read more
In excellent shape
SFPI released impressive H1 earnings. H2 looks promising too. Ideal operating conditions may not survive into 2022. SFPI had kept market expectations low for 2021. This cautious policy could not …
Contracts signed in H1, cash expected in H2
H1 was a half year full of exciting news for Drone Volt. Its partnership with Aquiline Drones strengthened significantly through a disposal and huge orders. With Aquiline Drones’ ambitious sales …
H1 21: unsurprising (as usual)
The H1 21 results were in line with expectations The group continues its efforts on Midazolam, Hydrocortisone and Adrenaline The bioequivalence study for Midazolam should start before year-end The result …
Private equity aligned to stakeholders does pay off
We initiate coverage of IDI with a “Buy” recommendation. IDI strikes us as a private equity firm more aligned to the interests of its stakeholders than the industry’s mediocre record …
Private equity aligned to stakeholders does pay off Read more
H1 21: strong execution and record order books raise confidence on FY22 outlook
The company reported an encouraging first half, driven by the strong performance of Protective Films and Healthcare Solutions, though all divisions contributed positively to the group’s profitability in H1. With …
H1 21: strong execution and record order books raise confidence on FY22 outlook Read more
Change of valuation profile
We had initiated coverage of Chargeurs as a holding company then battling on to pay back its debt,. However, the strategy pursued by the new owner since 2015 and its …
Back in positive territory thanks to recovery in authorisations segment
Strong set of H1 FY21 results thanks to both easy comps linked to the pandemic and, especially, the continuing evolution of the migration to the new transaction partner. H1 FY21 …
Back in positive territory thanks to recovery in authorisations segment Read more