Capital Access Group

Flash Notes

Business EN ↓ 28 episodes

Welcome to CAG's Flash Notes, a Capital Access Group podcast summarising our latest research into concise 3 minute audio notes. This series, in conversation with our analysts, aims to reveal, and make known to investors misunderstood and interesting facts about the companies on which we produce research Subscribe now wherever you get your podcasts for the latest updates and exclusive content.

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Capital Access Group

Episodes

Capital Access Group Flash Notes | Sulnox: 4Q/FY26 update – revenue +134% YoY 01.05.2026 2:28

Sulnox delivered a year of accelerated commercial traction, reporting FY26 revenue to the end of March up 134% YoY to £2,623k, and ahead of our estimate. Revenue jumped 89% QoQ in part reflecting delivery of the committed pipeline at the start of the quarter. While Marine remains the primary driver of growth, Sulnox also broadened its reach across land-based sectors. Momentum has continued into 1...

Capital Access Group Flash Notes | Seplat Energy: 1Q26 results – Dividend hike demonstrates confidence 30.04.2026 2:50

Seplat reported a robust quarter financially despite operational issues as it benefitted from exceptionally strong realisations, achieving an 11% premium to Brent. Production has already recovered and is set to grow further. Management demonstrated their confidence in the outlook declaring a USc9 dividend for the quarter, a 96% increase YoY, including a special dividend of USc4.0, and reiterating...

Capital Access Group Flash Notes | AltynGold: FY25 results – a transformational year 29.04.2026 2:52

For AltynGold, 2025 was a transformational year. The company reported record results for the year to December 2025 benefitting from the increase in the gold price and completion of the processing capacity expansion at its Sekisovskoye gold mine. The company is well set to deliver further expansion at Sekisovskoye and move into the preliminary development stage at Teren-Sai as well as being positi...