Author: Fiona Craig

Computacenter plc (LSE:CCC) has reported robust third-quarter results for 2025, driven by strong performances in North America and the UK, alongside a return to growth in Germany. While operations in France continued to face challenges, the company achieved higher Technology Sourcing revenue and solid gains in its Services segment.

Backed by a strong balance sheet, Computacenter continues to invest strategically in its operations and pursue targeted acquisitions. With a healthy order backlog and diversified geographic exposure, the company remains confident in meeting its full-year objectives and sustaining long-term growth through its integrated business model.

The outlook for Computacenter remains positive, supported by strong financial fundamentals and stable valuation metrics. Technical indicators point to an upward trend, though investors are advised to monitor potential overbought conditions following recent share price strength.

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Computacenter is one of Europe’s leading independent IT infrastructure and services providers, supporting large corporate and public sector clients in sourcing, transforming, and managing their technology environments. Listed on the London Stock Exchange and a constituent of the FTSE 250 Index, the company employs more than 20,000 people globally and plays a key role in enabling digital transformation and operational efficiency for its customers.

Haleon PLC (LSE:HLN) has published its third-quarter 2025 trading statement, outlining recent financial performance and strategic developments. The full report is available on the company’s website and via the Financial Conduct Authority’s National Storage Mechanism. A presentation for analysts and investors, led by Chief Financial Officer Dawn Allen, will provide additional context on Haleon’s operational progress and future outlook, offering insights that could influence market sentiment and investor positioning.

Haleon continues to demonstrate strong fundamentals, supported by robust profitability, disciplined cash flow management, and a diversified global brand portfolio. While technical and valuation indicators suggest a cautious stance, the company’s earnings call emphasized regional growth opportunities alongside challenges in the North American market.

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Haleon PLC is a global consumer health company dedicated to improving everyday health through trusted science and innovation. Its portfolio spans six key categories — Oral Health, Vitamins, Minerals & Supplements (VMS), Pain Relief, Respiratory Health, Digestive Health, and Therapeutic Skin Health. Haleon’s leading brands include Sensodyne, Panadol, Voltaren, Advil, Centrum, Theraflu, Otrivin, Polident, and parodontax. The company’s focus on evidence-based healthcare and consumer trust has positioned it as a global leader in the consumer health sector.

WPP plc (LSE:WPP) reported a challenging third quarter of 2025, with revenue falling 8.4% year-on-year and a like-for-like decline of 3.5%. In response, the company has revised its full-year organic growth forecast to a decline of between 5.5% and 6.0% and initiated a strategic review aimed at returning to sustainable growth.

CEO Cindy Rose outlined a comprehensive plan focused on simplifying operations, improving execution, and expanding WPP’s presence in enterprise and technology-driven marketing solutions. As part of this strategy, the company has introduced leadership changes, extended its global partnership with Google, and launched WPP Open Pro, an AI-powered platform designed to enhance marketing performance.

Despite near-term headwinds, WPP remains optimistic about building a stronger, more agile organization capable of delivering long-term value. The company plans to share further details of its transformation strategy in early 2026.

From a valuation standpoint, WPP appears attractively priced, supported by a strong dividend yield and low P/E ratio, suggesting potential upside despite revenue pressure. Technical indicators show a bearish trend, but solid cash flow and balance sheet discipline provide a foundation for recovery.

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WPP plc is one of the world’s largest advertising and communications groups, offering services across media planning, creative production, public relations, and technology-led marketing. The company serves a global portfolio of major brands through divisions including Global Integrated Agencies, Public Relations, and Specialist Agencies. With a strong presence in North America, the UK, and key international markets, WPP continues to evolve its business model to meet the changing demands of the digital and data-driven marketing landscape.

ME Group International plc (LSE:MEGP) has confirmed that it will publish a trading update for the fiscal year ending 31 October 2025, on 7 November 2025. The update will provide investors and stakeholders with an overview of the company’s operational and financial performance, as well as progress in its core business areas within the automated self-service equipment market.

The announcement is expected to highlight ME Group’s continued innovation and diversification, supported by its strong portfolio of long-term contracts and partnerships in high-footfall locations. The company’s focus on technology-driven solutions, including biometric photobooths and self-service laundry units, continues to reinforce its market leadership.

ME Group maintains a solid financial profile, characterized by consistent revenue and profit growth, an attractive valuation, and a healthy dividend yield. Although technical indicators remain mixed, the company’s fundamentals and steady cash generation support a positive medium-term outlook.

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ME Group International plc is a global operator of automated self-service equipment, managing over 48,000 vending units across 16 countries, including key markets in Continental Europe, the UK, Ireland, and the Asia-Pacific region. Its offerings include biometric photobooths, self-service laundry facilities, digital printing kiosks, and foodservice vending machines. Known for its innovation and reliability, ME Group partners with leading retail and transport operators to provide convenient consumer solutions in high-traffic environments.

Greencoat UK Wind PLC (LSE:UKW) has completed a share buyback transaction, repurchasing 895,000 ordinary shares at an average price of 110.26 pence per share. The move forms part of the company’s ongoing buyback programme aimed at enhancing shareholder value by reducing the number of outstanding shares, which may help improve earnings per share and support long-term capital efficiency.

While the company continues to face headwinds from lower revenues and profitability pressures, its solid balance sheet and strong cash flow generation provide a degree of resilience. The recent buyback underscores management’s commitment to shareholder returns, even as market sentiment remains cautious amid bearish technical trends and a negative P/E ratio.

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Greencoat UK Wind PLC is a renewable energy investment company focused on owning and operating wind farms across the United Kingdom. The company provides investors with exposure to sustainable energy generation assets that deliver long-term, stable income streams. By investing in both onshore and offshore wind projects, Greencoat UK Wind supports the UK’s transition toward clean, renewable power.

Iomart Group plc (LSE:IOM) reported a 25% increase in revenue for the first half of fiscal year 2026, driven by the successful integration of Atech and strong momentum in Microsoft-related services. While revenue from legacy operations declined amid an ongoing transition toward lower-margin but scalable managed services, the company achieved meaningful cost efficiencies and expects improved performance in the second half of the year.

Positive order intake and lower customer churn are expected to support continued growth as Iomart refines its strategic focus on cloud infrastructure and cybersecurity.

Despite revenue gains, the company faces ongoing financial pressures, including reduced profitability and higher leverage. Technical indicators offer limited short-term support, though valuation concerns remain due to negative earnings metrics.

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Iomart Group plc is a UK-based provider of secure cloud-managed services, offering expertise in cloud infrastructure, modern workplace management, and cybersecurity. The company is a recognized Microsoft partner, holding Azure Expert MSP status and membership in the Microsoft Intelligent Security Association. Iomart is also a Broadcom Pinnacle Partner for VMware Cloud, positioning it as a trusted technology partner for enterprises seeking secure, scalable cloud solutions.

Spectris plc (LSE:SXS) reported robust sales growth in the third quarter of 2025, with group revenue rising 11% on a reported basis and 4% on a like-for-like basis compared to the same period last year. The company remains confident in meeting its full-year adjusted operating profit targets, reflecting steady demand across its key business segments.

Spectris also confirmed that its proposed acquisition by KKR is advancing through the final stages of preparation, marking a pivotal corporate development that could further strengthen its market position and unlock shareholder value.

While technical indicators point to potential overvaluation and overbought market conditions, the combination of strong operational performance and strategic corporate activity supports a broadly positive outlook for the company.

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Spectris plc is a global leader in precision measurement and data analytics solutions, delivering high-performance instruments and software that provide critical insights to customers. The company operates through two core divisions — Spectris Scientific and Spectris Dynamics — serving technology-driven industries with strong growth potential. Headquartered in the UK, Spectris employs approximately 7,300 people across more than 30 countries and is focused on driving sustainable innovation and long-term value creation.

Vodafone Group Plc (LSE:VOD) has entered into a binding agreement to acquire Skaylink GmbH, a leading provider of cloud and digital transformation services, in a deal valued at €175 million. The acquisition is designed to strengthen Vodafone’s enterprise capabilities, particularly in managed services, security, and digital infrastructure, enhancing its offerings to business and public sector clients.

Subject to regulatory approval, the transaction is expected to close by March 2026. The move supports Vodafone’s broader strategy to diversify beyond traditional telecom operations and expand its footprint in high-growth digital service segments, reinforcing its long-term competitiveness and customer value proposition.

While Vodafone continues to face financial headwinds, including pressure on revenue and profitability, management’s strategic focus and forward guidance provide cautious optimism. Technical and valuation indicators remain mixed, suggesting a measured outlook for investors.

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Vodafone is a leading telecommunications and technology company operating across Europe and Africa, serving more than 355 million mobile and broadband customers in 15 countries, with investments in five others and partnerships spanning over 40 additional markets. The company operates one of the world’s largest Internet of Things (IoT) platforms and provides mobile financial services to millions in Africa. Vodafone also maintains extensive global infrastructure, including undersea cable networks and emerging satellite communication initiatives.

Atalaya Mining (LSE:ATYM) has announced plans to publish its unaudited financial results for the third quarter and nine-month period ending September 30, 2025, on November 13, 2025. The company will accompany the release with a live webcast and presentation for analysts, investors, and shareholders, reinforcing its commitment to transparency and proactive stakeholder engagement.

Atalaya’s outlook remains underpinned by strong financial performance, a healthy balance sheet, and solid profitability. While technical indicators show mixed sentiment, the company’s consistent operational execution and reasonable valuation continue to support cautious optimism for the remainder of the year.

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Atalaya Mining Copper, S.A. is a European copper producer listed on the London Stock Exchange (LSE: ATYM) and a constituent of the FTSE 250 Index. The company operates the Proyecto Riotinto complex in southwest Spain, featuring the Cerro Colorado open-pit mine and a modern processing facility. Atalaya also holds interests in several other Spanish projects, including Proyecto Touro and Proyecto Ossa Morena, which together form a strong foundation for its regional growth strategy.

Orosur Mining Inc. (LSE:OMI) has reported major advancements in its exploration portfolio, with active progress at both the Anzá Project in Colombia and the El Pantano Project in Argentina. Recent drilling at the Pepas prospect within Anzá returned high-grade gold assay results, prompting the company to move forward with a new Mineral Resource Estimate (MRE) and plan additional drilling at the nearby El Cedro prospect.

In Argentina, Orosur has begun its first drilling campaign at El Pantano, targeting resource expansion and seeking to increase its ownership interest through continued investment. Together, these initiatives are expected to expand the company’s gold resource base and reinforce its strategic position within the Latin American exploration sector.

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Orosur Mining Inc. is a South America-focused gold exploration company with key assets in Colombia and Argentina. Its flagship projects include the Anzá Project in Colombia and the El Pantano Project in Argentina. The company is committed to advancing high-potential exploration opportunities that contribute to long-term resource growth and value creation.