Author: Fiona Craig

B.P. Marsh & Partners Plc (LSE:BPM) has reported a robust set of half-year results for the period ending 31 July 2025, achieving a 9.5% total shareholder return and a 7.1% increase in net asset value to £349.5 million. The company executed several new investments and completed a successful divestment, further strengthening its financial position and enhancing its growth pipeline.

Management highlighted a strong cash position and a healthy pipeline of future opportunities, reinforcing confidence in the company’s long-term strategy. Its focus on supporting specialist teams in the insurance sector continues to deliver positive outcomes, including diversification of the investor base and increased institutional backing.

B.P. Marsh’s outlook remains favourable, supported by solid profitability and an attractive valuation. However, near-term caution is warranted as technical indicators show weak upward momentum.

Company Overview

B.P. Marsh & Partners Plc is a specialist investor focused on early-stage financial services businesses, particularly in the insurance sector. The company partners with entrepreneurial management teams to scale operations, with a core emphasis on insurance distribution and niche financial services.

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Bunzl plc (LSE:BNZL) has reported a modest 0.6% increase in group revenue at constant exchange rates for the third quarter of 2025, with underlying revenue up 0.4%. The company reaffirmed its full-year outlook, expecting moderate growth supported by acquisitions and stable organic performance, despite ongoing market challenges.

Operating margin is anticipated to come in just below 8.0% for the year. Bunzl has also completed approximately £190 million of its £200 million share buyback program and expects leverage to settle around 2.0 times by year-end. CEO Frank van Zanten expressed confidence in the company’s ability to deliver consistent growth, noting the completion of seven acquisitions and an active acquisition pipeline.

The company’s outlook is underpinned by strong financial fundamentals, disciplined margin management, and robust cash generation. While technical indicators suggest a neutral to slightly bearish trend, Bunzl’s strategic acquisitions and stable performance provide a solid base for future growth. Nevertheless, pressures in key business areas and a slight decline in operating profit remain notable risks.

Company Overview

Bunzl plc is a global distribution and services group, supplying a wide range of products across multiple sectors, including foodservice, grocery, cleaning and hygiene, safety, and healthcare. The company’s strategy focuses on steady growth through acquisitions and operational efficiency in core markets worldwide.

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NCC Group plc (LSE:NCC) has posted a slight revenue decline for the financial year ended 30 September 2025, with total revenue down 2.5% to approximately £294 million. While the Escode division delivered 2% growth, the Cyber Security segment saw a 4% drop, reflecting a mixed performance across its business units.

Despite the revenue dip, NCC maintained solid operational discipline, improving gross margins and confirming that adjusted EBITDA is expected to meet Board guidance of £43.5 million. In a significant strategic move, the company is evaluating options for its Escode business—including a potential sale—and has also announced plans to launch a share buy-back program, underscoring management’s confidence in the company’s long-term outlook.

The overall outlook is shaped by these strategic initiatives, which could unlock shareholder value. However, financial and valuation pressures, coupled with bearish technical indicators, temper market sentiment.

Company Overview

NCC Group plc is a global cybersecurity and software escrow company, employing around 2,000 people across Europe, North America, and Asia Pacific. The company delivers cybersecurity and resilience solutions to public and private sector clients, with a focus on addressing evolving digital security challenges worldwide.

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Oriole Resources PLC (LSE:ORR) has reported its first JORC Mineral Resource Estimate for the MB01-S zone of the Mbe orogenic gold project in Cameroon, outlining 870,000 ounces of contained gold at an average grade of 1.09g/t. This figure exceeds prior exploration targets and underscores the project’s strong growth potential.

Both the MB01-S and nearby MB01-N zones remain open along strike and at depth, providing opportunities for further resource expansion. The company is evaluating the feasibility of an open pit gold operation, which could unlock substantial value from the deposit.

The announcement marks a key milestone for Oriole, strengthening its position as an emerging gold explorer in Central Africa and highlighting the prospectivity of the Mbe project.

Company Overview

Oriole Resources PLC is a gold exploration company listed on AIM, with a strategic focus on West and Central Africa. Its primary activities center on the discovery and development of gold resources, with its flagship exploration project located in Cameroon.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
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SEGRO plc (LSE:SGRO) has reported a strong performance for the third quarter of 2025, supported by improved occupier sentiment and a busy development pipeline. The company secured £22 million in new rent during the quarter, bringing the year-to-date total to £53 million.

SEGRO recorded its most productive quarter since early 2024, underpinned by £7 million in pre-letting agreements and a robust pipeline of new projects. Significant progress was made in advancing data center developments across the UK and continental Europe—initiatives expected to double its rent roll over time and provide a solid platform for future earnings growth.

The company also strengthened its capital base through a new €360 million loan facility, reinforcing its disciplined approach to financing and positioning itself to capture further growth opportunities.

The overall outlook remains positive, with strong financial fundamentals and supportive technical indicators suggesting upside potential. However, profitability volatility and macroeconomic risks in parts of Europe remain areas to monitor.

Company Overview

SEGRO plc is a UK-based Real Estate Investment Trust (REIT) listed on the London Stock Exchange and Euronext Paris. The company focuses on the ownership, management, and development of modern logistics, industrial assets, and data centers in the UK and seven European markets. With a portfolio valued at £21.4 billion as of June 2025, SEGRO serves a broad client base, including retailers, manufacturers, logistics providers, and technology firms, with an emphasis on supporting urban warehousing and digital infrastructure.

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Eco Buildings Group PLC (LSE:ECOB) has secured a landmark agreement to supply 20,000 modular homes as part of Chile’s national social housing initiative. Valued at €420 million over seven years, the deal marks a major milestone in Eco’s expansion into Latin America and positions the company as a strategic partner in tackling Chile’s housing shortage.

As part of the contract, Eco plans to establish a new manufacturing line in Chile, enabling efficient delivery and supporting local economic development. The agreement also lays the foundation for further regional growth, leveraging the company’s proprietary GFRG panel technology to deliver sustainable, cost-efficient housing at scale.

From a market perspective, strong technical indicators point to bullish sentiment surrounding the stock. However, concerns over weak profitability and a challenging P/E ratio temper the outlook, highlighting the importance of successful execution of this large-scale project.

Company Overview

Eco Buildings Group PLC is a UK-listed modular housing specialist recognized for its use of large-format glass fibre reinforced gypsum (GFRG) panels, which allow for faster, more cost-effective, and environmentally sustainable construction. The company is focused on scaling its presence in Latin America and other high-demand markets through innovative and industrialized housing solutions.

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Gulf Marine Services PLC (LSE:GMS) has reported a solid financial performance for the first nine months of 2025, with revenue rising 10% year-on-year to $138.3 million. This growth was underpinned by higher fleet day rates and the deployment of an additional leased vessel.

Although vessel utilization saw a slight dip due to planned maintenance and geopolitical headwinds, the company achieved a 22% reduction in net debt and improved its net leverage ratio, reinforcing its balance sheet strength. Management reaffirmed confidence in meeting its adjusted EBITDA guidance for the year and signaled a continued commitment to its shareholder reward program.

Despite external risks such as geopolitical conflicts and ongoing tax rulings, Gulf Marine Services remains well positioned to capture future opportunities.

The company’s outlook reflects a robust operational and financial position supported by strong earnings momentum and appealing valuation metrics. However, bearish technical indicators suggest some near-term market caution, though these factors are not expected to materially affect the company’s underlying trajectory.

Company Overview

Founded in Abu Dhabi in 1977, Gulf Marine Services PLC is a leading operator of self-propelled, self-elevating support vessels (SESVs), serving the offshore oil, gas, and renewable energy sectors. The company’s 14-vessel fleet operates globally from bases in the UAE, Saudi Arabia, Qatar, and the UK, supporting offshore platform maintenance, refurbishment, and wind turbine installation across various water depths. Gulf Marine Services is listed on the London Stock Exchange.

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Celebrus Technologies (LSE:CLBS) has released its trading update for the first half of 2025, reporting expected total revenues of around $10.3 million, including $7.8 million from software sales. The company projects an adjusted pre-tax loss of approximately $1.4 million, primarily driven by a change in its revenue recognition methodology.

Despite the short-term impact on reported earnings, Celebrus continues to demonstrate operational strength. Annual recurring revenue grew 14.7% year-on-year to $15.6 million, while its cash reserves remain solid at $27.2 million, with no outstanding debt. The shift in revenue timing reflects a strategic adjustment aimed at aligning accounting practices with longer-term business goals.

Looking ahead, the company maintains a balanced outlook. While concerns persist over lower top-line revenue and negative cash flow trends, strong profitability fundamentals and a debt-free balance sheet provide a stable foundation. Technical signals point to positive stock momentum, and the valuation remains attractive with a reasonable P/E ratio and dividend yield.

Company Overview

Celebrus Technologies Plc is a global provider of data-driven marketing and fraud prevention solutions. The company enables brands to deepen customer engagement through advanced real-time data capture and compliance-focused digital solutions. Operating in more than 30 countries, Celebrus is listed on the AIM market of London Stock Exchange.

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GEO Exploration Limited (LSE:GEO) has secured full ownership of the Gorge Project, a gold exploration licence located in Western Australia, through its subsidiary Gorge Gold Pty Ltd. The A$500,000 transaction, structured as a combination of cash and shares, targets the development of large-scale gold resources in an area with a strong history of gold mineralisation.

This acquisition broadens GEO’s exploration footprint and adds a high-potential asset to its pipeline. Initial fieldwork and exploration are scheduled to begin within the current quarter, marking the next step in the company’s growth strategy. By adding the Gorge Project to its existing portfolio, GEO aims to position itself for potential breakthrough discoveries in one of the world’s most prolific gold-producing regions.

Company Overview

GEO Exploration Limited is an exploration-focused mining company with a strategic emphasis on gold. Its business model centres on acquiring and developing high-potential mineral projects in proven gold districts, with the goal of building a diversified and discovery-driven portfolio.

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Trifast plc (LSE:TRI) has issued its trading update for the first half of FY26, showing that performance remains on track with internal expectations despite a difficult operating backdrop. The company reported a 6.4% drop in revenue, largely attributed to tariff-related supply chain issues and weakness in the UK Automotive market.

Even with these pressures, Trifast recorded margin improvements, with both underlying gross and EBIT margins showing positive momentum. Growth in the Smart Infrastructure segment in North America helped offset some of the broader market softness. Management highlighted the company’s solid balance sheet and continued investments in digital transformation and technology initiatives aimed at supporting long-term competitiveness.

Looking ahead, the company remains focused on delivering its medium-term objectives through self-help measures, including operational efficiencies and working capital optimization.

Trifast’s outlook suggests stable but constrained performance—efficiency gains are being realized, but declining revenue and free cash flow remain key concerns. From a technical standpoint, market signals appear mixed, and the elevated P/E ratio points to possible valuation pressure.

Company Overview

Trifast plc is a global provider of engineered fastening solutions and Category ‘C’ components, serving major assembly industries across Automotive, Smart Infrastructure, and Medical Equipment. Operating in around 65 countries, the company runs advanced manufacturing facilities specializing in high-volume cold-forged fasteners and bespoke parts. Trifast also maintains Engineering & Innovation centers worldwide to drive research, product development, and close customer collaboration.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
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