Cavendish Financial Share Discussion Threads

[quepassa] 11/6/2024 09:02

Raspberry PI

Priced at top end of range at 280p

On debut today, opened at 360p and has traded up 35-40% to a high of 392p.


That is sending a message loud and clear about the fast rehabilitating health of the UK IPO market.


ALL IMO. DYOR.
QP

[quepassa] 11/6/2024 08:49

The Peel Hunt IPO SPEEDOMETER continues to ACCELERATE .

Classifying the UK IPO market as currently being selectively open but "close to being more widely open"...

Read article here:-

hXXps://www.peelhunt.com/news-events/articles/peel-hunt-ipo-speedometer-continued-acceleration/


The IPO market is on the cusp of blowing.


ALL IMO. DYOR.
QP

[big7ime] 24/5/2024 13:47

The corp finance mkt appears to be booming again.
E.g. PEN fundraise today which used Cavendish

[quepassa] 20/5/2024 07:47

EQT private equity- Keyword Studios-AIM- £2.2bn advanced discussions (Numis).

More significant M&A activity within the AIM/Small-cap sector.

See today's FT for full details.


all imo. dyor.
qp

[quepassa] 16/5/2024 16:51

Raspberry Pi issues formal intention to float on London Stock Exchange (Peel Hunt).

Several other companies are also strongly rumoured/favoured to be contemplating near-term UK IPO's - such as Shein- as flotations in other jurisdictions gain impressive momentum.



That rising tide keeps on getting stronger.

[quepassa] 26/4/2024 08:35

Evidence of vibrant UK-related M&A:-


yesterday

Anglo-American

and today

DARKTRACE.



Not Cavendish but a strong sign of an increasingly active market.


A rising tide lifts all boats.


ALL IMO. DYOR.
QP

[rock star] 05/4/2024 09:56

I think all the junior brokers are fighting for survival. So
little liquidity in the AIM market Companies have to ask why be quoted.

It needs a rethink. Stop shorting on AIM is a sensible first step to stop the marginal seller being the price setter in placings.

Amazing the chiefs at the AIM brokers haven’t figured this out yet as ultimately it is destroying their businesses.

[wessie] 04/4/2024 10:28

Just bought a few more. Anyone have any thoughts on the dividend they may offer with full year results?

[nigelpm] 04/4/2024 10:13

lol - there's always a way to buy in size - just might have to pay a premium for doing so.

[mortal1ty] 04/4/2024 09:16

Such a no-brainer though!

[mortal1ty] 04/4/2024 09:15

I tried to buy in last time it was at 9p. £50k.

I tried £10k, couldn't even do that in one go.

Gave up. Shame.

[z1co] 04/4/2024 09:09

An excellent trading update

Well done QP and lth.

[quepassa] 04/4/2024 09:04

1.
that's exactly what you want, isn't it?

finding and buying something which is totally off the radar, with small volumes at present.

...and you wait for it to come back on the investor radar - and that's when volumes will jump



2.

market cap £39 million.

cash £21 million ( up from £12m)


....meaning this share is MORE than 50% cash-backed


3.

Very buoyant outlook for private M&A
Fantastic synergy savings

4.

Significantly ahead on Revenues compared to pro-forma figures.



Looking promising. Very promising.


all imo. dyor.
qp

[mortal1ty] 04/4/2024 08:37

I would buy this, but its volume is £10-60k a day (today aside). wtf you going to do with that.

[nigelpm] 04/4/2024 08:14

Increase in cash of £8m

Revenue = £34m vs £13m

Stellar update

[quepassa] 28/3/2024 12:48

The press is full of reports of a strongly resurgent M&A market and increasingly buoyant IPO markets in USA and Europe after last year's lows.

Great recent IPO successes for REDDIT and Trump Media and Technology in the USA and for Galderma in Europe.

Have to believe that it can't be much longer now until the UK market takes its lead from USA/Europe.

In the small-cap arena, another likely early harbinger of this increasing activity is the recent 18/3/24 Intention To Float on AIM issued by European Green Transition through rival Panmure.

Always darkest before dawn.


ALL IMO. DYOR.
QP

[nigelpm] 25/3/2024 08:48

Market gone back to panic mode. Will we see more Director buys or are they in a close period now?

[quepassa] 21/3/2024 13:45

Cavendish have now updated their "Deals" so far this year for 2024.

A good volume of non-public M&A so early in the year.

Bodes well for Cavendish.

And bodes well for the market where pent-up and growing demand for M&A is clearly evidenced


Deals announced:-
Perkbox/Great Hill Partners
Arculus Cyber/Bridewell
Silent Sentinel/Motorola solutions
Rockpool/Liad
Fidelius/Soderberg


See link below for details:-

hXXps://www.finncapcavendish.com/deals/


all imo. dyor.
qp

[quepassa] 13/3/2024 08:29

Interesting article in LinkedIn about the recent major $469million acquisition of Round Hill Music by Concord Cadence where Cavendish Financial acted as Financial Adviser.


hXXps://www.linkedin.com/posts/matt-goode-579401_a-standout-deal-from-cavendishs-investment-activity-7127215638636302338-V-kR


A meaty acquisition with meaty fees for advisers.


Bodes well.

ALL IMO. DYOR.
QP

[nigelpm] 20/2/2024 15:11

Agree with QP - great to incentivise employees as well as Directors.

[quepassa] 20/2/2024 06:07

Staff incentivisation schemes are a powerful tool to motivate the workforce.

Yesterday's announcements are very encouraging.

De minimis dilution to shareholders for what is a very sound, tried-and-tested plan to retain and create a highly motivated workforce.

And those share price targets for additional staff bonus shares are what investors should really be focusing on.

The targets are based on share price performance - not other metrics. - The share price targets are not set without due care and attention and a belief that they are achievable!

A great step for Cavendish, staff and shareholders alike.

This is good news.

ALL IMO. DYOR.
QP

[disc0dave46] 19/2/2024 17:52

Yep looks very generous IMO.....when they spout shareholder value exactly are they referring to?.

[grahamg8] 19/2/2024 17:01

Snouts in the trough again. Let's get this straight the combined offer to staff is going to cost around £2m of shareholders money without any performance or share price improvement.