Panmure Gordon

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Period: 1 Dec 2024 → 1 Dec 2025 | Total tips: 39
Coverage
39
in 1 Dec 2024 → 1 Dec 2025
Tips (30d)
39 (37)
Avg upside
41.9%
Up/Down ratio
latest vs previous per EPIC
Period
01 Dec 2024 → 01 Dec 2025

Activity timeline

Recommendation Mix

Coverage universe (top companies)

Company EPIC Tips Date (latest) Recommendation Latest target Current price Upside %
Accsys Technologies PLC AXS 1 25/11/2025 Buy 100p 62.8p 59.2%
Amaroq Ltd. Npv (DI) AMRQ 1 19/11/2025 Buy 125p 93.5p 33.7%
ASOS PLC ASC 1 24/11/2025 Hold 350p 218.5p 60.2%
British Land Co PLC BLND 1 20/11/2025 Hold 424p 373p 13.7%
Cerillion PLC CER 1 24/11/2025 Buy 2000p 1450p 37.9%
Chemring Group PLC CHG 1 19/11/2025 Buy 537p 492.5p 9.0%
Close Brothers Group PLC CBG 1 09/10/2025 Hold 500p 413.6p 20.9%
CMC Markets PLC CMCX 1 20/11/2025 Hold 260p 267.5p -2.8%
easyJet PLC EZJ 1 25/11/2025 Buy 780p 483p 61.5%
FirstGroup PLC FGP 1 18/11/2025 Buy 250p 181.8p 37.5%
Fuller Smith & Turner PLC FSTA 1 18/11/2025 Buy 770p 636p 21.1%
Great Portland Estates PLC GPE 1 19/11/2025 Buy 440p 306.5p 43.6%
Halma PLC HLMA 1 21/11/2025 Buy 3820p 3610p 5.8%
Hammerson PLC HMSO 1 24/11/2025 Buy 330p 308p 7.1%
IMI PLC IMI 1 25/11/2025 Buy 2760p 2390p 15.5%

Target accuracy

Hits (first reach of target)
Date Company Tip Target Hit Days
09/06 Trustpilot Group PLC 223p 200p 02/09 85
Misses (@ 90d window)
Date Company Tip Target Px@Eval Gap%
20/11 The Artisanal Spirits Company PLC 32.5p 75p 32.5p 56.7%
24/11 NWF Group PLC 127.5p 283p 127.5p 54.9%
20/11 PayPoint PLC 512p 1100p 512p 53.5%
20/11 Naked Wines PLC 73p 150p 73p 51.3%
19/11 Young & Co's Brewery 758p 1450p 758p 47.7%
20/11 Liontrust Asset Management PLC 287.5p 500p 269.5p 46.1%
25/11 easyJet PLC 473.1p 780p 483p 38.1%
24/11 ASOS PLC 218.5p 350p 218.5p 37.6%
25/11 Accsys Technologies PLC 62.8p 100p 62.8p 37.2%
24/11 On The Beach Group PLC 189p 300p 189p 37.0%
24/11 M&C Saatchi PLC 119.5p 174p 119.5p 31.3%
19/11 Great Portland Estates PLC 306.5p 440p 306.5p 30.3%
24/11 Cerillion PLC 1450p 2000p 1450p 27.5%
18/11 FirstGroup PLC 181.8p 250p 181.8p 27.3%
24/11 Sirius Real Estate Ltd 94.55p 130p 94.55p 27.3%
25/11 Marston's PLC 59p 80p 59p 26.2%
19/11 Amaroq Ltd. Npv (DI) 93.5p 125p 93.5p 25.2%
24/11 Tullow Oil PLC 4.09p 5.4p 4.09p 24.3%
19/11 Informa PLC 910.8p 1200p 910.8p 24.1%
25/11 Whitbread PLC 2840p 3700p 2840p 23.2%
Biggest calls (by implied upside)
Date Company Tip Target Upside%
20/11 The Artisanal Spirits Company PLC 32.5p 75p 130.8%
24/11 NWF Group PLC 127.5p 283p 122.0%
20/11 PayPoint PLC 512p 1100p 114.8%
20/11 Naked Wines PLC 73p 150p 105.5%
19/11 Young & Co's Brewery 758p 1450p 91.3%
20/11 Liontrust Asset Management PLC 287.5p 500p 73.9%
25/11 easyJet PLC 473.1p 780p 64.9%
24/11 ASOS PLC 218.5p 350p 60.2%
25/11 Accsys Technologies PLC 62.8p 100p 59.2%
24/11 On The Beach Group PLC 189p 300p 58.7%
24/11 M&C Saatchi PLC 119.5p 174p 45.6%
19/11 Great Portland Estates PLC 306.5p 440p 43.6%
24/11 Cerillion PLC 1450p 2000p 37.9%
18/11 FirstGroup PLC 181.8p 250p 37.5%
24/11 Sirius Real Estate Ltd 94.55p 130p 37.5%
25/11 Marston's PLC 59p 80p 35.6%
19/11 Amaroq Ltd. Npv (DI) 93.5p 125p 33.7%
24/11 Tullow Oil PLC 4.09p 5.4p 32.0%
19/11 Informa PLC 910.8p 1200p 31.8%
25/11 Whitbread PLC 2840p 3700p 30.3%

Big moves (Top 10)

Date Company EPIC Price at Tip Target Upside % Opinion
20/11/2025 The Artisanal Spirits Company PLC ART 32.5p 75p +130.77% Buy
24/11/2025 NWF Group PLC NWF 127.5p 283p +121.96% Buy
20/11/2025 PayPoint PLC PAY 512p 1100p +114.84% Buy
20/11/2025 Naked Wines PLC WINE 73p 150p +105.48% Buy
19/11/2025 Young & Co's Brewery YNGA 758p 1450p +91.29% Buy
20/11/2025 Liontrust Asset Management PLC LIO 287.5p 500p +73.91% Buy
25/11/2025 easyJet PLC EZJ 473.1p 780p +64.87% Buy
24/11/2025 ASOS PLC ASC 218.5p 350p +60.18% Hold
25/11/2025 Accsys Technologies PLC AXS 62.8p 100p +59.24% Buy
24/11/2025 On The Beach Group PLC OTB 189p 300p +58.73% Buy

Quality of coverage by sector

Sector Companies Tips Share (%) Avg upside (%) Last tip
Travel and Leisure 8 8 21.6 46.0 25/11/2025
Real Estate Investment Trusts 4 4 10.8 22.5 25/11/2025
Financial Services 3 3 8.1 41.7 20/11/2025
Software and Computer Services 3 3 8.1 28.9 24/11/2025
Electronic and Electrical Equipment 2 2 5.4 8.7 21/11/2025
General Retailers 2 2 5.4 82.8 24/11/2025
Media 2 2 5.4 38.7 24/11/2025
Real Estate Investment and Services 2 2 5.4 28.7 24/11/2025
Support Services 2 2 5.4 118.4 24/11/2025
Aerospace and Defense 1 1 2.7 9.0 19/11/2025
Beverages 1 1 2.7 130.8 20/11/2025
Chemicals 1 1 2.7 22.5 24/11/2025
Construction and Materials 1 1 2.7 59.2 25/11/2025
General Industrials 1 1 2.7 18.0 20/11/2025
Industrial Engineering 1 1 2.7 15.5 25/11/2025
Investment Banking and Brokerage Services 1 1 2.7 19.3 19/11/2025
Oil: Crude Producers 1 1 2.7 32.2 24/11/2025
Tobacco 1 1 2.7 29.7 19/11/2025

Broker Tips

Date EPIC Company Opinion Price Old Target New Target Type
25/11/2025 AXS Accsys Technologies PLC Buy 62.8p 100p 100p Reiteration
25/11/2025 EZJ easyJet PLC Buy 473.1p 730p 780p Reiteration
25/11/2025 IMI IMI PLC Buy 2390p 2760p Reiteration
25/11/2025 MARS Marston's PLC Buy 59p 80p 80p Reiteration
25/11/2025 UTG UNITE Group PLC Hold 536.5p 675p Reiteration
25/11/2025 WTB Whitbread PLC Buy 2840p 3700p Reiteration
24/11/2025 ASC ASOS PLC Hold 218.5p 350p Reiteration
24/11/2025 CER Cerillion PLC Buy 1450p 2000p Reiteration
24/11/2025 HMSO Hammerson PLC Buy 308p 330p Reiteration
24/11/2025 JMAT Johnson Matthey PLC Buy 1934p 2370p Reiteration
24/11/2025 SAA M&C Saatchi PLC Buy 119.5p 200p 174p Reiteration
24/11/2025 NWF NWF Group PLC Buy 127.5p 283p Reiteration
24/11/2025 OTB On The Beach Group PLC Buy 189p 300p 300p Reiteration
24/11/2025 SRE Sirius Real Estate Ltd Buy 94.55p 125p 130p Reiteration
24/11/2025 TLW Tullow Oil PLC Sell 4.09p 7.8p 5.4p Reiteration
21/11/2025 HLMA Halma PLC Buy 3540p 3610p 3820p Reiteration
20/11/2025 BLND British Land Co PLC Hold 373p 424p Reiteration
20/11/2025 CMCX CMC Markets PLC Hold 267.5p 240p 260p Reiteration
20/11/2025 JET2 Jet2 PLC Buy 1318p 1700p Reiteration
20/11/2025 LIO Liontrust Asset Management PLC Buy 287.5p 500p Reiteration
20/11/2025 WINE Naked Wines PLC Buy 73p 150p Reiteration
20/11/2025 PAY PayPoint PLC Buy 512p 1100p 1100p Reiteration
20/11/2025 ROR Rotork PLC Buy 337.8p 360p 370p Reiteration
20/11/2025 SGE Sage Group (The) PLC Hold 1085p 1300p 1300p Reiteration
20/11/2025 SMIN Smiths Group PLC Buy 2432p 2870p Reiteration
20/11/2025 ART The Artisanal Spirits Company PLC Buy 32.5p 95p 75p Reiteration
19/11/2025 AMRQ Amaroq Ltd. Npv (DI) Buy 93.5p 125p 125p Reiteration
19/11/2025 CHG Chemring Group PLC Buy 492.5p 480p 537p Reiteration
19/11/2025 GPE Great Portland Estates PLC Buy 306.5p 440p Reiteration
19/11/2025 IMB Imperial Brands PLC Buy 3239p 4200p Reiteration
19/11/2025 INF Informa PLC Buy 910.8p 1200p 1200p Reiteration
19/11/2025 ICG Intermediate Capital Group Buy 2054p 2450p Reiteration
19/11/2025 POLN Pollen Street Group Limited Buy 900p 1120p Reiteration
19/11/2025 YNGA Young & Co's Brewery Buy 758p 1450p Reiteration
18/11/2025 FGP FirstGroup PLC Buy 181.8p 250p 250p Reiteration
18/11/2025 FSTA Fuller Smith & Turner PLC Buy 636p 770p Reiteration
18/11/2025 PCTN Picton Property Income Ltd Buy 75p 90p 90p Reiteration
09/10/2025 CBG Close Brothers Group PLC Hold 457p 500p Reiteration
09/06/2025 TRST Trustpilot Group PLC Sell 223p 200p Restart Coverage
22/02/2024 BYIT Bytes Technology Group PLC Hold 545.29p 650p New Coverage
22/02/2024 CCC Computacenter PLC Buy 2914.7p 3350p New Coverage
22/02/2024 SCT Softcat PLC Hold 1481.67p 1490p New Coverage
16/03/2023 RMV Rightmove PLC Hold 549.57p 523p New Coverage
08/02/2023 BOY Bodycote PLC Sell 638.34p 543p Downgrade
12/10/2018 OSI Osirium Technologies PLC Buy 199p New Coverage
12/10/2018 SOPH Sophos Group PLC Hold 425p New Coverage
21/08/2018 BOY Bodycote PLC Sell 992.79p 860p Downgrade
10/07/2018 AFM Alpha Financial Markets Consulting PLC Buy 421p Reiteration
30/01/2017 PAG Paragon Banking Group PLC Underweight 398.51p 340p 355p Reiteration
22/04/2016 BPM BP Marsh & Partners PLC Buy 180p Reiteration
22/04/2016 FDSA Fidessa Group PLC Hold 1758p Reiteration
22/04/2016 MERL Merlin Entertainments PLC Buy 515p Reiteration
22/04/2016 MCRO Micro Focus International PLC Buy 1950p Reiteration
22/04/2016 PANR Pantheon Resources PLC Buy 155p 170p Reiteration
22/04/2016 TED Ted Baker PLC Sell 1902p Reiteration
22/04/2016 TNI Trinity Mirror PLC Buy 240p 185p Reiteration
22/04/2016 ZOL Zoltav Resources Inc Buy 65p Reiteration
21/04/2016 ACA Acacia Mining PLC Hold 320p Reiteration
21/04/2016 AGY Allergy Therapeutics PLC Buy 53p Reiteration
21/04/2016 CTH CareTech Holdings PLC Buy 380p Reiteration
21/04/2016 CCT Character Group (The) PLC Buy 635p Reiteration
21/04/2016 CCC Computacenter PLC Buy 838.23p 862p Reiteration
21/04/2016 FENR Fenner PLC Sell 100p Reiteration
21/04/2016 GEM Gemfields Grou. Buy 57p Reiteration
21/04/2016 MTPH Midatech Pharma PLC Buy 476p Reiteration
20/04/2016 NIPT Premaitha Health PLC Buy 24p Reiteration
20/04/2016 SL. Standard Life PLC Buy 433p Reiteration
19/04/2016 AVV Aveva Group PLC Hold 1910p Reiteration
19/04/2016 COS Collagen Solutions PLC Buy 10p Reiteration
19/04/2016 DCP DCP.L Buy 15.7p 14.5p Reiteration
18/04/2016 BLTG Blancco Technology Group PLC Buy 320p Reiteration
18/04/2016 ITV ITV PLC Buy 236.28p 300p 325p Reiteration
18/04/2016 NETD NETD.L Buy 196p Reiteration
15/04/2016 FXI FXI.L Buy 744p Reiteration
15/04/2016 PRU Prudential PLC Buy 1153.01p 1891p 1891p New Coverage
14/04/2016 CHG Chemring Group PLC Sell 139.53p 107p Reiteration
14/04/2016 EPWN Epwin Group PLC Buy 134.86p 185p Reiteration
14/04/2016 GFM Griffin Mining Ltd Buy 25.25p 30p Reiteration
14/04/2016 ORCH Orchard Funding Group PLC Buy 155p Reiteration
14/04/2016 PCF PCF Group PLC Buy 31p Reiteration
14/04/2016 POLR Polar Capital Holdings PLC Hold 346.85p 430p Reiteration
13/04/2016 FSJ Fisher (James) & Sons PLC Buy 1321.15p 1300p 1570p Reiteration
13/04/2016 TUNE Focusrite PLC Buy 174.83p 217p Reiteration
13/04/2016 JUP Jupiter Fund Management PLC Sell 415.27p 345p Reiteration
12/04/2016 SPT Spirent Communications PLC Buy 88.08p 120p Reiteration
12/04/2016 TED Ted Baker PLC Sell 1902p Reiteration
11/04/2016 CRND Central Rand Gold Buy 5p Reiteration
11/04/2016 MTPH Midatech Pharma PLC Buy 476p Reiteration
11/04/2016 UTW Utilitywise PLC Hold 174p Reiteration
08/04/2016 ZTF Zotefoams PLC Buy 370p Reiteration
07/04/2016 CMCL Caledonia Mining Corp Hold 53p 61p Downgrade
07/04/2016 CEY Centamin PLC Hold 85p Reiteration
07/04/2016 LIO Liontrust Asset Management PLC Buy 267.33p 330p Reiteration
07/04/2016 NETD NETD.L Buy 196p Reiteration
06/04/2016 ELE ELE.L Buy 4.5p Reiteration
06/04/2016 SGE Sage Group (The) PLC Hold 630.17p 594p 608p Reiteration
05/04/2016 CKN Clarkson PLC Buy 2159.01p 2800p Reiteration
05/04/2016 DCP DCP.L Buy 15.7p Reiteration
04/04/2016 CTG Christie Group PLC Buy 116.28p 190p 165p Reiteration
04/04/2016 GEM Gemfields Grou. Buy 64p Reiteration
01/04/2016 RRS Randgold Resources Ltd Hold 4300p 6000p Reiteration
31/03/2016 BOR Borders & Southern Petroleum PLC Buy 7p 5p Reiteration
31/03/2016 CSN Chesnara PLC Buy 328.67p 395p Reiteration
31/03/2016 HFG Hilton Food Group PLC Buy 500.22p 625p Reiteration
31/03/2016 JHD James Halstead PLC Buy 465p Reiteration
31/03/2016 MERL Merlin Entertainments PLC Buy 480p 515p Reiteration
31/03/2016 RPC RPC Group PLC Buy 870p Reiteration
31/03/2016 SDY Speedy Hire PLC Buy 38.84p 70p Reiteration
31/03/2016 WTB Whitbread PLC Hold 3395.52p 4100p 3800p Upgrade
30/03/2016 CHG Chemring Group PLC Sell 133.79p 115p 107p Reiteration
29/03/2016 GLIF GLI Finance Ltd Buy 39p Reiteration
29/03/2016 JRG Just Retirement Group PLC Buy 225p Reiteration
29/03/2016 NIPT Premaitha Health PLC Buy 24p Reiteration
24/03/2016 AVON Avon Protection PLC Buy 822.71p 964p Reiteration
24/03/2016 LRM Lombard Risk Management Buy 15p Reiteration
24/03/2016 PMG Parkmead Group (The) PLC Buy 105p 100p Reiteration
24/03/2016 PDL Petra Diamonds Ltd Hold 112p Reiteration
23/03/2016 BAR Brand Architekts Group PLC Hold 70p Reiteration
23/03/2016 CLNR Cluff Natural Resources PLC Buy 10p Reiteration
23/03/2016 COS Collagen Solutions PLC Buy 10p Reiteration
23/03/2016 ETI Enterprise Inns PLC Hold 100p Reiteration
22/03/2016 JPR Johnston Press PLC Buy 230p Reiteration
22/03/2016 SSPG SSP Group PLC Buy 259.97p 350p Reiteration
21/03/2016 NIPT Premaitha Health PLC Buy 24p Reiteration
21/03/2016 REVO REVO.L Buy 81p Reiteration
17/03/2016 VER Vernalis PLC Buy 91p Reiteration
16/03/2016 FDI Firestone Diamonds PLC Buy 27p Reiteration
16/03/2016 FRP FRP Advisory Group PLC Buy 200p Reiteration
16/03/2016 HIK Hikma Pharmaceuticals PLC Buy 1811.4p 2120p Upgrade
15/03/2016 CTH CareTech Holdings PLC Buy 360p Reiteration
15/03/2016 DPH Dechra Pharmaceuticals PLC Buy 1140p Reiteration
15/03/2016 GEMD Gem Diamonds Ltd Buy 181p Reiteration
15/03/2016 LGEN Legal & General Group PLC Buy 226.56p 305p Reiteration
14/03/2016 DGS DGS.L Buy 125p Reiteration
14/03/2016 TUNE Focusrite PLC Buy 171.33p 217p Reiteration
11/03/2016 MSLH Marshalls PLC Buy 330.92p 370p Reiteration
11/03/2016 J.D Wetherspoon Sell 610p Reiteration
10/03/2016 AV. Aviva PLC Buy 457.66p 660p Reiteration
10/03/2016 EYE Eagle Eye PLC Hold 168.5p 163p Downgrade
10/03/2016 PANR Pantheon Resources PLC Buy 137.5p 170p Reiteration
10/03/2016 RSA RSA Insurance Group PLC Hold 385p 428p Upgrade
10/03/2016 SDL SDL PLC Buy 540p Reiteration
09/03/2016 HILS Hill & Smith Holdings PLC Buy 840.81p 850p Reiteration
09/03/2016 NIPT Premaitha Health PLC Buy 24p Reiteration
09/03/2016 RTN Restaurant Group (The) PLC Hold 750p 640p Reiteration
09/03/2016 SOG StatPro Group PLC Buy 119p 124p Reiteration
08/03/2016 AGY Allergy Therapeutics PLC Buy 51p Reiteration
08/03/2016 CBG Close Brothers Group PLC Hold 1292.9p 1500p Reiteration
08/03/2016 RTN Restaurant Group (The) PLC Buy 534p Reiteration
08/03/2016 RGS RGS.L Buy 320p Reiteration
08/03/2016 VTU Vertu Motors PLC Buy 87p Reiteration
07/03/2016 CKN Clarkson PLC Buy 1919.67p 3000p 2800p Reiteration
07/03/2016 ESCH Escher Group Holdings Buy 367p 380p Reiteration
07/03/2016 OMIP One Media iP Group PLC Buy 10p Reiteration
07/03/2016 VLG Venture Life Group PLC Buy 115p 128p Reiteration
04/03/2016 G4M Gear4music (Holdings) PLC Buy 180p Reiteration
04/03/2016 NETD NETD.L Buy 196p Reiteration
04/03/2016 SNR Senior PLC Hold 224.05p 230p Reiteration
03/03/2016 FXI FXI.L Buy 744p Reiteration
03/03/2016 SDR Schroders PLC Hold 463.6p 2800p Reiteration
03/03/2016 WTB Whitbread PLC Sell 3258.33p 4100p Reiteration
02/03/2016 DCP DCP.L Buy 15.7p Reiteration
02/03/2016 DTY Dignity PLC Buy 2610p 2750p Reiteration
02/03/2016 DRV Driver Group PLC Buy 94p Reiteration
02/03/2016 FSJ Fisher (James) & Sons PLC Buy 1099.16p 1300p Reiteration
02/03/2016 HZD Horizon Discovery Group PLC Buy 270p Reiteration
02/03/2016 PANR Pantheon Resources PLC Buy 110p 170p Reiteration
01/03/2016 CTH CareTech Holdings PLC Buy 260p Reiteration
01/03/2016 NWF NWF Group PLC Buy 181.38p 195p Reiteration
01/03/2016 VSVS Vesuvius PLC Buy 314.21p 330p Reiteration
29/02/2016 CMH Chamberlin PLC Buy 95p Reiteration
29/02/2016 MCRO Micro Focus International PLC Buy 1611p Reiteration
29/02/2016 MTPH Midatech Pharma PLC Buy 476p Reiteration
29/02/2016 SHI SIG PLC Buy 133.97p 195p Reiteration
26/02/2016 HVN Harvey Nash Group PLC Buy 100p Reiteration
26/02/2016 SOG StatPro Group PLC Buy 119p Reiteration
26/02/2016 WRL Wentworth Resources Ltd Buy 47.5p 45p Reiteration
26/02/2016 WMH William Hill PLC Hold 339p 375p Reiteration
25/02/2016 HSD Hansard Global PLC Buy 120p 124p Reiteration
25/02/2016 MERL Merlin Entertainments PLC Buy 480p Reiteration
25/02/2016 SPHR Sphere Medical Holding Buy 17p Reiteration
25/02/2016 STJ St James's Place PLC Buy 871.34p 1125p Reiteration
24/02/2016 EPWN Epwin Group PLC Buy 123.66p 185p Reiteration
24/02/2016 ESCH Escher Group Holdings Buy 367p Reiteration
24/02/2016 MCB McBride PLC Buy 200p Reiteration
23/02/2016 TUNE Focusrite PLC Buy 147.35p 148p Reiteration
23/02/2016 IHG InterContinental Hotels Group PLC Hold 3339.54p 2446p Reiteration
23/02/2016 LAD Ladbrokes PLC Hold 122p Reiteration
23/02/2016 PFG Provident Financial PLC Hold 3199p Reiteration
22/02/2016 CSRT Consort Medical PLC Buy 1145p Reiteration
22/02/2016 DPH Dechra Pharmaceuticals PLC Buy 1140p Reiteration
22/02/2016 ESNT Essentra PLC Overweight 826.39p 926p Reiteration
22/02/2016 GEM Gemfields Grou. Buy 64p Reiteration
22/02/2016 NETD NETD.L Buy 196p Reiteration
22/02/2016 PDL Petra Diamonds Ltd Buy 112p Reiteration
19/02/2016 CTH CareTech Holdings PLC Buy 235p Reiteration
19/02/2016 CLI CLS Holdings PLC Buy 151.9p 1500p Reiteration
18/02/2016 AGY Allergy Therapeutics PLC Buy 51p Reiteration
18/02/2016 EYE Eagle Eye PLC Buy 182p 182p Reiteration
18/02/2016 GKN GKN PLC Buy 375p Reiteration