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Share Name Share Symbol Market Type Share ISIN Share Description
Cenkos Securities Plc LSE:CNKS London Ordinary Share GB00B1FLHR07 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 47.00 46.00 48.00 47.00 47.00 47.00 21,800 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 25.9 0.1 -0.2 - 27

Cenkos Securities Share Discussion Threads

Showing 3676 to 3699 of 3725 messages
Chat Pages: 149  148  147  146  145  144  143  142  141  140  139  138  Older
DateSubjectAuthorDiscuss
09/7/2020
12:23
New mandate. Cenkos have been appointed Nomad & sole broker to Windar Photonics (WPHO), replacing Cantor Fitzgerald Europe. HTTPS://www.investegate.co.uk/windar-photonics-plc--wpho-/rns/appointment-of-nominated-adviser-and-broker/202007080700052847S/ Possible loss of mandate. Cenkos are currently Nomad & joint broker (alongside Numis) to Safe Harbour Holdings (SHH) who have announced their intention to delist from AIM. Unclear whether Cenkos services will be required post delisting. HTTPS://www.investegate.co.uk/safe-harbour-hldngs--shh-/rns/proposed-delisting-and-return-of-capital/202007071647293074S/
speedsgh
30/6/2020
20:09
Marlowe was a useful deal. The Belize AIM admission company also did an acquisition, but didn't raise new equity. All helpful, but could do with some bigger deals to prove that Cenkos are back and don't need Woody!
topvest
29/6/2020
16:52
Cenkos is acting a sole broker on a £2.8m placing for Landore Resources (LND). Net proceeds raised (after expenses) £2.57m... HTTPS://www.investegate.co.uk/landore-resources-ld--lnd-/rns/-2-8-million-conditional-placing-and-accounts-date/202006290700072907R/
speedsgh
29/6/2020
16:49
Further to tanneg's previous post, confirmation Friday pm that Marlowe's £35m placing was oversubscribed and they in fact raised £40m. Cenkos acted as joint bookrunner alongside Berenberg & Stifel Nicolaus Europe... HTTPS://www.investegate.co.uk/marlowe-plc--mrl-/rns/results-of-the-placing/202006261439302663R/
speedsgh
26/6/2020
08:09
Appointed broker to SkinBioTherapeutics plc https://www.investegate.co.uk/skinbiotherapeutics--sbtx-/rns/change-of-adviser/202006260700061484R/ Also involved in £35 million placing for Marlowe Group https://www.investegate.co.uk/marlowe-plc--mrl-/rns/acquisition-of-elogbooks-and-proposed-placing/202006260700051525R/
tanneg
25/6/2020
10:12
Re today's AGM statement... "continues to win new clients and to raise funds for its clients." By my calcs a net gain of 3 new clients (2 if one includes unconfirmed loss of DGOC mandate) NEW CLIENTS (7) Davenport Resources (ASX:DAV) - CNKS appointed UK broker Getech Group (GTC) - CNKS appointed Nomad/sole broker (replace WH Ireland) Pelatro (PTRO) - CNKS appointed Nomad/sole broker (replace finnCap) Caribbean Investment Holdings Ltd (CIHL) - CNKS appointed Nomad/sole broker at IPO (no funds being raised on admission) InfraStrata (INFA) - CNKS appointed Nomad/sole broker (replace Allenby Capital as Nomad/joint broker; replace Arden Partners as joint broker) One Media IP Group (OMIP) - CNKS appointed sole broker (replace Panmure Gordon) NextEnergy Solar Fund Ltd (NESF) - CNKS appointed sole financial adviser/joint broker (alongside Shore Capital) LOST CLIENTS (4) Sativa Group (NEX: SATI) - CNKS replaced as corporate adviser by Peterhouse Capital Angling Direct (ANG) - CNKS replaced as Nomad/sole broker by N+1 Singer GCP Asset Backed Income Fund (GABI) - CNKS replaced as sole broker/financial adviser by Investec Bank Beeks Financial Cloud Group (BKS) - CNKS replaced as Nomad/sole broker by Canaccord Genuity * as per post 3447, looks like Cenkos may also have lost DGOC as a client upon their move up to the Main Market Are the new clients acquired of the same quality as the lost clients? "the Company's revenues in the first five months of this year are ahead of the same period for last year." The past 3 months has seen an abnormally high level of fundraising activity on the markets with many companies undertaking placings to bolster/shore up their balance sheets. Despite Cenkos revenues being ahead of the same 5-month period in 2019 (H1 figures below give context over a longer timeframe), the flurry of fundraisings seems to have largely passed Cenkos by. In such an environment I would be expecting Cenkos to not just outperform H1 2019 but H1 in several other years also. Time will tell. H1 REVENUE 2011: £25.1m 2012: £20.2m 2013: £20.0m 2014: £65.2m (AA IPO) 2015: £53.1m (BCA Marketplace IPO) 2016: £15.3m 2017: £29.2m 2018: £18.1m 2019: £10.6m
speedsgh
25/6/2020
09:30
An astonishingly upbeat and positive AGM statement today. Great start to a difficult year and a very buoyant Outlook. Cost-cutting plus strong pipeline. ALL IMO. DYOR. QP
quepassa
19/6/2020
08:41
Cenkos is acting as broker on a £17m placing/open offer for Inspiration Healthcare Group (IHC)... HTTPS://www.investegate.co.uk/inspiration-health--ihc-/rns/acquisition--placing--open-offer-and-notice-of-gm/202006190817034912Q/
speedsgh
17/6/2020
17:19
I note that the Cenkos website lists the £69.4m Diversified Gas & Oil (DGOC) fundraising in May amongst its 2020 transactions. HTTPS://www.cenkos.com/transactions As per posts #3419 & #3431 Cenkos acted only as nominated adviser on this transaction; the joint global coordinators/joint bookrunners were Stifel Nicolaus Europe, Mirabaud & Credit Suisse. Details of the fees/commission to be paid to the joint bookrunners are detailed on pg258 (pdf pg261) of the prospectus for the Cancellation of admission of DGOC Shares to trading on AIM & simultaneous admission of DGOC shares to trading on the Main Market which was published on 13/5/20. HTTPS://d1io3yog0oux5.cloudfront.net/_10da04bf4011d63b105eb19c63862368/dgoc/db/556/4398/file/Diversified+Gas+%26+Oil+Prospectus+%28Final%29_Website.pdf There is no mention of Cenkos in the document or any fee being paid to Cenkos as Nomad but one can only assume that that any fee paid will have been nominal. Inclusion of the DGOC fundraising on the Cenkos webpage for 2020 transactions might therefore be viewed as slightly misleading? Also worth noting that Cenkos are no longer listed as an advisor on the DGOC website. Do we assume that their service agreement was terminated upon DGOC's move to the Main Market? HTTPS://ir.dgoc.com/advisors
speedsgh
11/6/2020
08:20
Cenkos conditionally raised £20.5 million for Diaceutics PLC https://www.investegate.co.uk/diaceutics-plc--dxrx-/rns/placing-of--20-5-million/202006110700065999P/
tanneg
31/5/2020
06:56
P Hodges is one of the last Cenkos rainmakers. But he has now left as well. For some reason he is still on company website. The website is pretty poor for a plc. Blanks, bits missing etc etc
albert zog
30/5/2020
22:43
No comment from their Investor Relations on the disposal by P Hodges of c 2.8 m shares in recent days? I guess individual shareholders are left out of the loop or considered unimportant enough to ignore?Poor PR. IMO DYOR.Do they have any Investor Relations? Hahaha.
martomarto
24/5/2020
20:57
Cenkos have been appointed UK broker to Australian-listed Davenport Resources (ASX:DAV)... HTTPS://themarketherald.com.au/davenport-resources-asxdav-appoints-cenkos-as-u-k-broker-2020-05-23/
speedsgh
22/5/2020
08:07
New mandate. Cenkos have been appointed as Nomad/sole broker to Getech Group (GTC), replacing WH Ireland... HTTPS://www.investegate.co.uk/getech-group-plc--gtc-/rns/change-of-adviser/202005220700096667N/
speedsgh
22/5/2020
07:51
Yawn. Keep on digging. Just like you said placing fees were never 5% - WRONG- and all your clap-trap about global de-equitisation - WRONG- You just don't know what you are talking about. You are henceforward filtered by me as your contributions continue to be totally misleading and wholly unreliable
quepassa
22/5/2020
07:26
Within 2 financial years QPassa - 2019 and 2020 - dealflow that is well below par. Add it up. Placing fees are a small % don’t forget ALL IMO
albert zog
22/5/2020
06:52
Cenkos. Transactions:- hXXps://www.cenkos.com/transactions Alter the tabs for 1. Years. 2. Deal Sizes. An astonishing and continuing deal-flow. ALL IMO. DYOR. QP
quepassa
22/5/2020
06:49
More erroneous information posted above. 24months. Rubbish. The truth below. All within SIX months, excluding Brickability:- Diversified Gas £69.4million MAY 2020 FRP ADvisory £80m FEB 2020 Creo Medical £52m DEC 2019 MJ Hudson £31million DEC 2019 Brickability £57million AUG 2019 ALL IMO. DYOR. QP
quepassa
22/5/2020
06:16
That’s about 8m of fees spread over 2 years QPassa ... yippee Average mkt cap on companies above is 140m - yippee - where are the big uns ? Company needs to be taken over by someone like Panmure Gordon or Numis
albert zog
22/5/2020
05:50
Diversified Gas £69.4million FRP ADvisory £80m Creo Medical £52m MJ Hudson £31million Brickability £57million ALL IMO. DYOR. QP
quepassa
21/5/2020
15:34
One final comment on the ST article. Durkin: "our pipeline is good". ST also comments that "There is also money to be earned by raising capital for companies needing to bolster their balance sheets due to the impact of Covid-19." Very true. There are almost daily news releases of new funds being raised by companies large and small but to date Cenkos do not appear to have joined the party. That is not to say that they don't have some large transactions up their sleeve but I can see no evidence of it yet whilst others appear to be making hay. By my calcs, if you exclude the pre-Covid FRP Advisory IPO at the start of March in which £80m of new funds were raised, Cenkos have since raised just under £29m (excluding subscriptions*) in 6 separate fundraisings. * Does anyone know if a broker earns a commission on funds raised by subscription which are often directors or other interested parties acquiring shares at the time of a placing to ensure that they retain the same %age interest in a company post-fundraising?
speedsgh
21/5/2020
15:15
Thanks for that speedsgh
cheshire man
21/5/2020
15:00
In the interests of transparency I believe it is also worth highlighting this excerpt... "In addition, as broker to 100 companies, of which 78 are listed on Aim and 45 per cent have been clients for five years, Cenkos earns a recurring revenue stream from nomad, broking and research activities. This segment accounted for more than a quarter of last year’s revenue. New clients have been added to the roster this year, too." Yes, by my calculation Cenkos have acquired 5 new clients so far this year, but they have also lost 4 clients, which equates to a net gain of 1. 2020 client gains: NextEnergy Solar Fund Ltd (NESF) - appointed sole financial adviser/joint broker (alongside Shore Capital) One Media IP Group (OMIP) - appointed sole broker (replace Panmure Gordon) InfraStrata (INFA) - appointed Nomad/sole broker (replace Allenby Capital as Nomad/joint broker; replace Arden Partners as joint broker) Caribbean Investment Holdings Ltd (CIHL) - appointed Nomad/sole broker at IPO (no funds being raised on admission) Pelatro (PTRO) - appointed Nomad/sole broker (replace finnCap) 2020 client losses: Beeks Financial Cloud Group (BKS) - replaced as Nomad/sole broker by Canaccord Genuity GCP Asset Backed Income Fund (GABI) - replaced as sole broker/financial adviser by Investec Bank Angling Direct (ANG) - replaced as Nomad/sole broker by N+1 Singer Sativa Group (NEX: SATI) - replaced as corporate adviser by Peterhouse Capital 2019 also saw a net loss of clients including some larger clients such as Civitas Social Housing (CSH), European Assets Trust (EAT), Dods Group (DODS), Rosenblatt Group (RBGP), IG Design Group (IGR)... Are the new clients being acquired of the same quality of those being lost?
speedsgh
21/5/2020
14:16
Subscription only. Maybe in a few days. No real new info. Mainly a reiteration of his previous BUY recommendation. I do however question the following excerpt in his article... "Of course, the Covid-19 pandemic subsequently sent financial markets into turmoil, but founder shareholder Jim Durkin – who returned to the role of chief executive last summer – notes that “our pipeline is good, so I look forward to 2020 with tempered optimism.” He has a point as Cenkos has just pulled off a £69.4m capital raise for Diversified Gas & Oil (DGOC: 102p), the U.S. based owner and operator of natural gas and oil wells that moved its listing from AIM to the Main Board. Cenkos will have earned a chunk of the £3.3m placing fees." AFAICS Cenkos only acted as Nomad on the DGOC fundraising; Stifel Nicolaus Europe, Mirabaud & Credit Suisse acted as joint global co-ordinators/joint bookrunners raising the funds so, as per my previous post #3419, Cenkos will likely only receive a nominal fee in relation to this. I do however stand to be corrected. HTTPS://www.investegate.co.uk/diversified-gas---38-oil--dgoc-/rns/results-of-fundraising/202005120705015715M/
speedsgh
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