Author: Fiona Craig

Supreme PLC (LSE:SUP) announced that it will publish its interim results for the first half of 2025 on November 25, 2025, alongside an investor presentation scheduled for the same day. The session will be open to all shareholders, providing an opportunity for participants to submit and discuss questions directly with management. The initiative underscores Supreme’s ongoing commitment to transparency, engagement, and clear communication with investors.

Supreme’s outlook remains positive, supported by strong financial performance, steady revenue growth, and solid profitability. Its attractive valuation—reflected in a low P/E ratio and healthy dividend yield—adds to its investment appeal. However, technical analysis suggests emerging bearish momentum, which slightly moderates the near-term outlook.

More about Supreme PLC

Supreme PLC is a diversified manufacturer, supplier, and brand owner of fast-moving consumer goods (FMCG). The company operates across three divisions: Vaping, Drinks & Wellness, and Electricals & Household. With a retail network spanning over 3,000 active business accounts, Supreme distributes major third-party brands such as Duracell and Energizer while also developing its own in-house product lines. The company has recently expanded into the soft drinks and hot beverages segments as part of its growth strategy.

URU Metals Limited (LSE:URU) has issued a correction to the date of its shareholder register analysis, confirming it as of 30 September 2025. The updated analysis identifies Axis Capital Markets as the largest shareholder, holding 21.93% of the company’s ordinary shares, followed by CEO John Zorbas with a 15.56% interest. Other notable shareholders include Hargreaves Lansdown Asset Management and Interactive Investor. The disclosure offers greater transparency into URU Metals’ ownership structure, which may influence investor sentiment and inform future strategic considerations.

However, the company’s financial position remains severely constrained, with no current revenue and ongoing operational losses. Technical indicators reflect bearish market sentiment, and despite the positive step of enhanced shareholder disclosure, underlying financial weaknesses continue to weigh heavily on the company’s outlook.

More about URU Metals Limited

URU Metals Limited is a mineral exploration and development company focused on acquiring and advancing metal projects. Operating within the mining sector, the company seeks to strengthen its market presence through targeted investments and strategic partnerships that support long-term resource development.

Atlantic Lithium (LSE:ALL) announced the successful completion of negotiations with the Government of Ghana on revised fiscal terms for the Ewoyaa Mining Lease, marking a major milestone ahead of parliamentary ratification—the final step in securing full permitting. The company also reported encouraging lithium exploration results from its Côte d’Ivoire licenses and secured up to £28 million in funding to accelerate development of the Ewoyaa project, which is set to become Ghana’s first lithium-producing mine. These advancements are expected to strengthen Atlantic Lithium’s operational capabilities and long-term growth outlook, while delivering benefits to shareholders and local communities alike.

Despite these strategic achievements, Atlantic Lithium’s outlook remains constrained by financial headwinds, including ongoing losses and negative cash flows. Technical indicators show a mixed picture, offering limited support, while valuation metrics remain weak due to a negative P/E ratio and the absence of dividend distributions. The lack of recent corporate event data or earnings commentary further limits near-term visibility.

More about Atlantic Lithium Limited

Atlantic Lithium Limited is a lithium exploration and development company focused on establishing Ghana’s first lithium mine. The company operates projects in Ghana and Côte d’Ivoire, applying its technical expertise in tropical weathering environments to identify and develop high-quality lithium deposits across West Africa.

Picton Property Income Limited (LSE:PCTN) announced that the tenant of its Rushden 300 logistics asset has exercised a lease break option, resulting in a £2.5 million payment to the company. The sum includes both a break penalty and dilapidation costs, helping to offset short-term income loss and finance planned building enhancements. The asset, previously the largest reversionary opportunity in Picton’s portfolio, is expected to be re-let at a substantially higher rent, supporting the company’s strategy of driving capital growth through active portfolio management.

Picton Property Income’s outlook remains supported by favorable technical indicators and appealing valuation levels. However, mixed revenue and cash flow trends introduce some variability in financial performance, tempering an otherwise constructive outlook.

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Founded in 2005, Picton Property Income Limited is a UK-based real estate investment trust (REIT) listed on the London Stock Exchange. The company owns and manages a diversified £726 million portfolio, with a primary focus on industrial and logistics properties. Picton aims to deliver consistent performance across market cycles and is targeting net zero carbon operations by 2040.

Nostrum Oil & Gas PLC (LSE:NOG) reported solid operational performance for the first nine months of 2025, overcoming challenges from lower oil prices and natural production declines at its mature Chinarevskoye field. The company recorded a 33% increase in processed volumes, supported by higher third-party feedstock, and a 19.9% rise in average daily sales volumes. However, total revenue declined due to a less favorable product mix and weaker oil prices. Nostrum continues to advance development of its Stepnoy Leopard asset and maintain drilling and workover programs at Chinarevskoye to support sustainable long-term growth. The company also extended its hydrocarbon processing agreement with Ural Oil & Gas until 2031, a move expected to strengthen operational efficiency and cash flow stability.

Nostrum Oil & Gas’s outlook remains constrained by profitability and cash flow pressures. Technical indicators present a mixed picture, showing limited directional momentum, while the company’s valuation remains under strain due to a negative P/E ratio and the absence of a dividend. The lack of recent corporate event data or earnings disclosures limits further assessment of near-term prospects.

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Nostrum Oil & Gas PLC is an independent energy company operating world-class gas processing and export facilities in north-west Kazakhstan. Its main producing asset is the Chinarevskoye field, managed by subsidiary Zhaikmunai LLP, which holds the subsoil use rights for the project. The company also owns an 80% interest in Positiv Invest LLP, the license holder for the Stepnoy Leopard fields in the West Kazakhstan region.

Sunrise Resources Plc (LSE:SRES) has reported a major milestone in the progression of its Pioche Sepiolite Project in Nevada. Results from the second phase of testing confirmed that sepiolite from the Pioche deposit can successfully replace other forms of sepiolite and attapulgite in premium gelling applications, matching the quality of Spanish-sourced material. The company is now moving into bench-scale production to produce processed samples for customer evaluation—an important step toward commercial production and market entry for Pioche sepiolite as a viable, competitive alternative.

Despite this operational progress, Sunrise Resources continues to face profitability and cash flow challenges. Technical indicators suggest bearish momentum, and the company’s valuation remains constrained by a negative P/E ratio. While recent corporate developments offer some encouragement, sustained improvement in financial performance will be necessary to support a stronger market outlook.

More about Sunrise Resources Plc

Sunrise Resources Plc is a UK-based mineral exploration and development company active in the mining sector. Its current focus is the Pioche Sepiolite Project in Nevada, USA, which targets sepiolite—a fibrous clay mineral valued for its gelling and absorbent properties used in industrial and commercial applications.

Solvonis Therapeutics (LSE:SVNS) announced a corporate restructuring aimed at optimizing its operations and sharpening its focus on research and development. The reorganization includes restructuring its subsidiaries in Ireland, the UK, and the US, alongside the divestment of its non-core unit, Graft Polymer IP Limited. This move is designed to consolidate intellectual property assets and reinforce the company’s R&D capabilities. Additionally, Solvonis issued new shares to settle historical liabilities and granted share options to its CEO and non-executive directors, underlining its commitment to strategic transformation and stakeholder alignment.

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Solvonis Therapeutics plc is a London-based biopharmaceutical company listed on the London Stock Exchange. The company develops innovative small-molecule therapies targeting central nervous system (CNS) disorders, including addiction, psychiatric, and neurological conditions. Its leading programs focus on treatments for Alcohol Use Disorder (AUD) and Post-Traumatic Stress Disorder (PTSD), advancing both repurposed and novel compounds to address unmet medical needs.

MHA Plc (LSE:MHA) delivered a strong financial performance for the first half of 2025, achieving a 13% year-on-year revenue increase driven by organic expansion and targeted acquisitions. The company successfully completed its AIM IPO, securing significant capital to fund technology enhancements and additional acquisitions. Management expressed confidence in meeting medium-term revenue objectives, citing continued demand for MHA’s professional services and effective integration of newly acquired businesses as key drivers of growth.

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Established in 1869, MHA is a UK-based professional services group providing audit, tax, accountancy, and advisory solutions. The firm employs over 2,300 professionals across 30 offices in the UK, Ireland, South-East Europe, and the Cayman Islands. As a member of the Baker Tilly International network, MHA represents the brand in multiple regions, including the UK, Ireland, Cyprus, and Greece, offering clients access to global expertise and resources.

Prospex Energy PLC (LSE:PXEN) reported steady gas production from the Podere Maiar-1 well within the Selva Malvezzi Production Concession in Italy, supporting strong operational cash flow. The company recently transitioned to a new gas sales contract with Hera Trading, effective from October 2025. Alongside stable output, Prospex is progressing with development plans for four additional wells and a 3D geophysical survey, with permitting stages approaching completion. These initiatives are expected to strengthen the company’s operational base and enhance its competitive position in the European gas market.

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Prospex Energy PLC is an AIM-listed investment company targeting high-impact, near-term onshore and shallow offshore gas opportunities across Europe. The firm focuses on identifying undervalued assets with clear value catalysts, employing cost-efficient re-evaluation methods to de-risk projects and accelerate production growth to generate sustainable internal revenues.

Home REIT PLC (LSE:HOME) reported a reduction in its property portfolio valuation, which declined from £169.0 million in February 2025 to £155.7 million in August 2025. The drop reflects changes in valuation methodology and property-specific adjustments. The company is continuing with the planned disposal of its portfolio, a process expected to conclude in the fourth quarter of 2025, though management cautioned that this timeline is not guaranteed. Despite these headwinds, Home REIT stated that its available cash reserves and ongoing rental income are sufficient to fund operational needs over the coming year. Efforts are also underway to restore trading in the company’s shares.

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Home REIT PLC is a real estate investment company focused on providing housing solutions that address social challenges, particularly homelessness. The firm invests primarily in properties designated for social housing, aiming to deliver both community impact and sustainable long-term value.