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
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Capital Access Group Flash Notes | Sulnox: 2QFY27 trading update – 45% YoY revenue growth
Sulnox continues to grow rapidly, generating record revenue in the quarter to June of £984k, up 19% QoQ and up 45% YoY. For the first six months revenue increased 48% YoY to £1,809k. Towards the end of the quarter, Sulnox announced a new four-year supply contract with Spring Marine adding to the record new four-year supply deal announced with Eastern Pacific Shipping at the end of 1QFY27. Together with underlying growth in the rest of the business, these contracts should see an acceleration i...
29 Sept 2026
Capital Access Group Flash Notes | AltynGold 1H26 results – a record half
AltynGold reported record results for the half to June with net profit up 58.4% YoY to US$42.7m and adjusted EBITDA up 55.4% to US$68.5m, driven by higher gold prices and sales. Production and sales should be stronger still in 2H26, following completion of the bridging work across lower grade transitional zones completed in 2Q26. AltynGold remains extremely lowly rated versus peers with EV/gold Reserves of just US$77/oz versus the peer average of US$539/oz, on attractive multiples, and around...
28 Sept 2026
Capital Access Group Flash Notes | TheraCryf: FY26 results – Ox-1 programme on track
TheraCryf has announced results for the year to March 2026 in line with management’s expectations. Closing net cash was £1.5m, ahead of the post-period-end equity raise of £1.05m, leaving the company funded through FY27. More importantly, TheraCryf advanced the programme for its Ox-1 lead clinical asset flawlessly and is approaching more value inflection points ahead of first in-human trials. The target market for Ox-1 is currently worth US$42bn and growing rapidly. The company is completing ...
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