Oxford Catalysts (LON:OCG) - Game changer
Oct 17th 2012 - Edison Investment Research today published a report on Oxford Catalysts (OCG.L, LSE:OCG, LON:OCG) entitled "Game Changer". In summary, the report says:
Secular growth opportunities from the exploitation of North American shale gas reserves is attracting capital from industry and the financial community across the value chain. Through its small-scale gas-to-liquid (GTL) technology, Oxford Catalysts (OCG) has a proposition that sits at the heart of this trend. Third-party assessments show the technology to be best in class. A broad patent portfolio makes the potential returns protected and attractive. With record levels of interest, OCG is now starting to move from development to technology commercialisation. Success in execution would create a valuable first-mover advantage, derisk the proposition to future customers and allow OCG to capture a greater share of the value chain. The current EV fails to fairly reflect the risk-reward balance. Despite...
Edison Investment Research is a leading international investment research company. It has won industry recognition, with awards both in the UK and internationally. The team of 95 includes over 60 analysts supported by a department of supervisory analysts, editors and assistants. Edison writes on more than 400 companies across every sector and works directly with corporates, fund managers, investment banks, brokers and other advisers. Edison’s research is read by institutional investors, alternative funds and wealth managers in more than 100 countries. Edison, founded in 2003, has offices in London, New York and Sydney and is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584). more »
