Investing · Page 32

DP Poland PLC Reports Strong 2025 Results with Acquisition Driving Growth

DP Poland's 2025 results: revenue up 15%, EBITDA up 29% driven by Pizzeria 105 acquisition. Statutory loss widened to £4.3m; cash fell.

OptiBiotix Health Reports Strong 2025 Results with Record Orders and Strategic Shift to Profitability

OptiBiotix 2025 results: revenue up 34%, gross margin 53%, record £800k orders in Jan 2026. Strategic shift to profitability with cost cuts. Is 2026 the year it delivers?

First Class Metals Secures Full Ownership of Kerrs Gold Project Ahead of Schedule

First Class Metals secures 100% of Kerrs Gold in Ontario ahead of schedule, gaining full control of a historic 386,467 oz gold resource in the Timmins camp.

Computacenter Acquires US Federal Government IT Specialist GAI for up to $92m

Computacenter acquires US federal IT specialist GAI for up to $92m, gaining entry into the hard-to-reach government tech market. Strategic bolt-on with immediate earnings accretion.

Sirius Real Estate Acquires Defence-Supporting Business Park in Fulda for €49.8m

Sirius Real Estate acquires Fulda business park for €49.8m. Fully let, 7.8% yield, defence tenant anchors 78% of rent. A steady income deal with concentration risk.

Great Western Mining Signs Option Agreement with Global Copper Producer KGHM over Eastside-Tango Project

Great Western Mining signs option with KGHM for Eastside-Tango, securing validation, funding, and long-term copper upside while focusing on tungsten.

HarbourVest Global Private Equity Reports Strong FY2026 Results, Unveils $500m Capital Return Plan

Roadside Real Estate Delays Acquisitions Following Death of Major Shareholder

Roadside Real Estate delays acquisitions after major shareholder's death. Deals still expected by end of June 2026 – a minor setback, not a deal breaker.

SSE Reports Record Capital Investment and Strong Preliminary Results

SSE’s record £3.6bn investment powers long-term growth; profits dip but guidance intact and dividend rises 7%.

Johnson Matthey Acquires Cormetech to Scale Clean Air Solutions and Capitalise on US Power Generation Growth

Johnson Matthey buys Cormetech for $360M to scale clean air tech, targeting US power generation growth from data centres. Strategic deal with synergies but execution key.

IQE plc Reports FY2025 Results, Completes Strategic Review with £81m Fundraise and Optimistic Outlook

IQE's FY2025 revenues fell, but a £81m fundraise and strong 2026 guidance signal a recovery, driven by AI photonics and MACOM backing.

MicroSalt PLC Reports Strong FY25 Results with Revenue Tripling and Major Customer Wins

MicroSalt's FY25 results: revenue nearly triples to $2.069m, gross profit turns positive, and major customer repeat orders mount. Commercial traction is real, but going concern warning keeps risk alive.

Blencowe Resources Reports Strong Interim Results and Progress at Orom-Cross Graphite Project

Blencowe Resources interim results highlight strong Orom-Cross DFS economics and 168% resource upgrade, but $45m funding remains the key hurdle.

Asiamet Resources Reports 2025 Annual Results with Strong Progress on BKM Copper Project

Asiamet Resources reports 2025 results: BKM Copper Project shows strong progress with updated reserves and positive economics, but remains cash-dependent and loss-making.

Zotefoams Reports Strong Trading Momentum with 26% Revenue Growth

Zotefoams delivers 26% revenue growth to £64.1m, with strong organic gains in North America and Asia, solid margins, and unchanged FY2026 expectations.

Hollywood Bowl Group Reports Strong H1 Performance with Revenue and Profit Growth

Hollywood Bowl H1: revenue +9.5%, adj. profit +8.1%. Reported PBT down on one-offs, but strong cash flow and dividend growth.

ImmuPharma Reports Final Results 2025: P140 Progress, Kapiglucagon Acceleration and £6.5M Fundraise

ImmuPharma's 2025 results: cash improves to £1.4m, £6.5m post-period raise, P140 partnership talks continue, Kapiglucagon accelerated. Still loss-making, but better funded into 2027.

RC Fornax Reports H1 Results with Strong Pipeline Conversion and Improved Revenue Momentum

RC Fornax H1: £4.1m new orders, 26% monthly revenue growth, improved margins. Operating loss reflects investment. FY26 visibility at £5.7m. Read our analysis.

Gresham House Energy Storage Fund Announces Strategic Joint Venture with Sumitomo and TPK

GRID secures strategic JV with Sumitomo and TPK to fund its 397MW battery storage pipeline, showing heavyweight partners back its growth story.

Scottish Mortgage Reports Strong Annual Results with 27.4% NAV Return, Highlights SpaceX and AI Investments

Scottish Mortgage delivers 27.4% NAV return, powered by SpaceX and AI investments – a strong year but with concentrated risks.

RTC Group Reports Positive Start to 2026 but Warns of Geopolitical and Cost Pressures

RTC Group delivers positive Q1 trading and contract wins, but warns fuel costs from Iran conflict are squeezing margins. Interim results due 27 July.

Arc Minerals Resolves All Zambian Litigation with Comprehensive Settlement Agreement

Arc Minerals settles all Zambian litigation, removing legal overhang and securing key licence ownership. Positive for exploration focus.

Greencore Reports Strong Profit Growth and Progress on Bakkavor Integration

Greencore H1 2026: pro forma profit up 15.3%, Bakkavor integration on track. Underlying strength masks statutory loss and higher debt.

Tekcapital Reports Full-Year 2025 Results: Portfolio Revenue Growth Accelerates Despite Net Asset Reduction

Tekcapital's 2025 results: paper losses mask strong portfolio revenue growth. NAV fell but MicroSalt, Guident, and others show real commercial traction.

Europa Oil & Gas Reports Final Results: Farm-Out Secured for Barracuda Well and £4.1 Million Raised

Europa's final results: Farm-out secures Barracuda well funding, £4.1M raised post-period – strategic win for small AIM explorer.

Sundae Bar PLC Reports First Revenues and Operational Progress in Interim Results

Sundae Bar PLC reports first revenue in interim results, but it's still an early-stage AIM AI story. Platform live with tiny commercial traction.

Steppe Cement Reports Strong 2025 Results with 21% Volume Growth and USD 30m Expansion Plan

Steppe Cement’s 2025 results: 21% volume growth, profit surge, and a USD 30m expansion plan. A clear recovery story with growth potential.

Arrow Exploration Reports Strong Q1 2026 Results with Production Growth and Icaco Discovery

Arrow Exploration posts strong Q1 2026: production 4,715 boe/d, net income doubles, no debt, and Icaco discovery with three oil sands.

HICL Infrastructure Reports Strong Annual Results with 10.3% NAV Return and Enhanced Shareholder Alignment

HICL posts strong FY26: 10.3% NAV return, improved dividend cover, £536m disposals, and lower fees. Still a 20% discount to NAV.

Jardine Matheson Acquires I-MED Radiology Network in $2.4 Billion Deal

Jardine Matheson acquires I-MED Radiology Network for AUD$3.4B – a defensive healthcare play with 215 clinics and AI upside, expected EPS neutral from closing.