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The UK's longest established regulated provider of sponsored equity research.
We launched EQUITY DEVELOPMENT in 1997 becoming the first ever regulated provider of Sponsored Equity Research in the UK.
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We have made our name by specialising in those companies who are not receiving the attention that they merit, using detailed commentary, appropriate valuation metrics and regular publications to help eradicate undervaluation in the medium term.
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UCM
UCM converts naturally occurring minerals, such as Magnesite and zircon, into high quality materials for use by its customers in a wide range of applications
UCM; world leader in high-tech growth market
- Overcoming handicap of UK energy prices
- Estimated asset value well above share price
- World leader in both of its niche sectors
- Substantial PFER discount to sector
UCM; looking forward to an upbeat 06
- Profits hit by raw material and energy price rises
- Have now implemented 10% price increase
- Shares at more than 20% discount to NAV
UCM; Recovery blighted by jump in UK energy prices
- World leader in expanding market for zirconia
- Continued growth in hi-tech advanced ceramic materials
- High yield and significant discount to NAV
UCM; Low cost production powering growth
· New CEO driving market focused success
· Low cost production winning customers back
· Despite detrimental currency movements, UCM saw 12% rise in profits
· Fair price is 100p
UCM; strong yield support and long term dividend policy.
The combination of the 20% fall in the value of the $ and currencies linked to it and the sharp rise in UK and US gas and electricity prices in 2004 hit UCM hard. In the circumstances the 12% rise in pretax profits before exceptional items was creditable. The post-results rise in the share price reflects relief that they were in line with the November profits warning.
