Author: Fiona Craig

AdvancedAdvT Limited (LSE:ADVT) posted a strong performance for the first half of 2025, with revenue expected to reach at least £25 million and adjusted EBITDA of no less than £7 million, reflecting operational efficiency and growing customer demand. The company completed strategic acquisitions of GOSS and HFX, strengthening its market position, and plans to invest in product development and infrastructure expansion to support growth in AI, automation, and SaaS solutions.

About AdvancedAdvT Limited

AdvancedAdvT Limited is an international software solutions provider, specializing in business solutions, compliance, and human capital management. The company focuses on AI, data analytics, and business intelligence, aiming to drive growth through digital transformation and innovation across its target industries.

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.

Supermarket Income REIT plc (LSE:SUPR) has declared an interim dividend of 1.545 pence per ordinary share for the July–September 2025 period, payable on 21 November 2025. The dividend will be issued as a Property Income Distribution, with no scrip option available, reflecting the company’s focus on delivering cash returns to shareholders. This move highlights the REIT’s strategy of generating consistent rental income from grocery property investments, reinforcing its role in the essential food infrastructure sector.

The company’s performance is supported by an attractive valuation and positive technical indicators, despite profitability challenges. Strategic actions, including refinancing initiatives and a joint venture, enhance financial flexibility and future growth prospects. Combined with a solid balance sheet, these factors position Supermarket Income REIT as a strong choice for income-focused investors.

About Supermarket Income REIT Plc

Supermarket Income REIT plc is a FTSE 250-listed company on the London Stock Exchange and Johannesburg Stock Exchange, specializing in grocery property investments critical to national food infrastructure. Its portfolio includes omnichannel stores leased to major supermarket operators across the UK and Europe. As of June 2025, the portfolio was valued at £1.6 billion, generating long-term, secure, inflation-linked rental income. The company aims for progressive dividends and sustainable capital growth.

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.

Avation PLC (LSE:AVAP) reported a 19.2% increase in revenue, reaching $110.1 million for the year ending 30 June 2025, alongside a 20.3% rise in EBITDA to $107.1 million. Despite these improvements, the company posted a loss after tax of $7.7 million due to lower operating profit and other financial factors.

The company made notable progress in fleet management, including the acquisition of an Airbus A320-200, the sale of two ATR 72-600 aircraft, lease extensions, and the onboarding of new customers. Net indebtedness was reduced by 7.3%, improving the net debt to total assets ratio to 54.8%. Avation is actively refinancing its outstanding unsecured notes and plans to pursue strategic growth through its ATR 72-600 order book.

Avation’s outlook is underpinned by a solid financial base and operational enhancements. Positive technical indicators and strategic corporate actions, such as debt reduction and asset sales, support market positioning. Nonetheless, high leverage and revenue volatility remain key risks that require careful management.

About Avation

Avation PLC is a commercial aircraft leasing company specializing in narrowbody and turboprop aircraft. It operates a fleet including Airbus and Boeing models and serves airlines across 14 countries. The company focuses on fleet optimization and growth through strategic acquisitions, sales, and lease management.

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.

Cadence Minerals (LSE:KDNC) has launched a retail offer via the Winterflood Retail Access Platform to raise up to £200,000 through the issuance of new ordinary shares. This initiative follows a recently completed placement that generated approximately £2.34 million. If the retail offer is fully subscribed, the total funds raised would reach around £2.54 million. Proceeds from this offer are intended to be used in the same manner as the prior placement, though specific allocations were not detailed in the announcement. The offer is open to existing UK shareholders and reflects Cadence Minerals’ approach to engaging its retail investor base.

About Cadence Minerals

Cadence Minerals operates in the mining sector, focusing on the exploration and development of mineral resources. Listed on AIM, the company participates in a range of mining projects with the aim of expanding its portfolio and strengthening its market position.

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.

Oracle Power PLC (LSE:ORCP) has confirmed the exercise of warrants issued in October 2023, resulting in a cash subscription of £58,575 for 107,142,857 new ordinary shares. These shares are scheduled for admission to trading on AIM, bringing the company’s total issued ordinary share capital to 15,721,394,613. The increase in share capital will have implications for shareholder voting rights and transparency obligations.

About Oracle Power

Oracle Power PLC is an AIM-listed international project developer, specializing in energy and natural resources projects across global markets.

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.

Rockwood Strategic plc (LSE:RKW) recorded a NAV Total Return of 12.5% for the six months ending September 2025, outperforming both the FTSE Small Cap and FTSE AIM All-Share indices. Strategic investments, including new positions in Treatt Plc and Tribal Group Plc—with the latter rising 53% since acquisition—have driven performance. The company also achieved a successful exit from Galliford Try Plc, generating a 48.2% internal rate of return. Despite broader economic challenges, Rockwood remains confident in the potential for continued portfolio growth, supported by its focused investment strategy.

The company’s outlook is underpinned by a solid balance sheet and attractive valuation metrics, including a low P/E ratio and high dividend yield, which may indicate undervaluation. However, operational efficiency issues and negative cash flows present risks, while technical analysis shows bearish trends that temper the outlook.

About Rockwood Strategic plc

Rockwood Strategic plc operates in investment management, specializing in strategic stakes in small-cap companies. The firm seeks to generate strong investment returns through a differentiated approach, leveraging strategic catalysts and active portfolio management initiatives.

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.

Gore Street Energy Storage Fund plc (LSE:GSF) has outlined a series of strategic initiatives aimed at enhancing performance. These include the declaration of a special dividend following the sale of Investment Tax Credit proceeds from the Big Rock project, as well as a structured sale or co-investment program for its portfolio of pre-construction assets. The company also intends to extend the duration of two of its GB assets and is conducting an accelerated Board refreshment process, with new appointments and succession plans designed to ensure smooth leadership transitions.

The fund benefits from a strong balance sheet and positive corporate developments, such as capacity expansion and strategic asset sales. These strengths are partially balanced by challenges in revenue stability and profitability, reflected in a negative P/E ratio. Positive market momentum and a high dividend yield make the stock attractive to income-focused investors, though operational efficiency remains a key focus area.

About Gore Street Energy Storage

Gore Street Energy Storage Fund plc is a globally diversified energy storage fund. The company specializes in energy storage solutions and holds a portfolio of pre-construction assets with grid connection rights in Great Britain, Ireland, and Texas.

Bezant Resources PLC (LSE:BZT) has sold a significant portion of its holdings in Blackstone Minerals Ltd, reducing its stake to 80,574,880 shares. The share sale, executed between 18 September and 1 October 2025, generated gross proceeds of AUD 3.75 million. The move reflects a strategic financial decision that may influence the company’s liquidity and overall investment approach.

About Bezant Resources

Bezant Resources PLC is engaged in the exploration and development of copper and gold deposits. Operating primarily within the mining sector, the company focuses on identifying and advancing mineral resources toward commercial production.

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.

Gaming Realms (LSE:GMR) has extended its licensing partnership with Light & Wonder to create new Slingo adaptations of popular titles, including 88 Fortunes and Huff N’ More Puff. The collaboration is designed to enhance gaming experiences and expand Gaming Realms’ presence in the North American market, leveraging the strong following of these iconic games.

Financially, Gaming Realms demonstrates solid performance, with notable revenue growth and strong profit margins underpinning its overall position. Technical indicators suggest a bearish trend, which slightly moderates the outlook. The company’s valuation is considered reasonable, supporting growth potential despite the absence of a dividend yield. The lack of recent earnings calls or corporate events does not materially affect the assessment.

About Gaming Realms

Gaming Realms is a developer and licensor of mobile-focused gaming content, with operations in the UK, U.S., Canada, and Malta. The company produces a variety of games, including Slingo, bingo, and slots, utilizing a proprietary data platform to engage players worldwide. Its leadership team includes seasoned executives from top gaming and media firms.

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.

Hercules Site Services Plc (LSE:HERC) is forecasting another record year, with revenues expected to surpass £118 million, driven by heightened investment in UK infrastructure. The company has bolstered its position through strategic acquisitions, including Advantage NRG, expanding its footprint into the power and energy sector. Hercules is well-placed to capitalize on major UK infrastructure projects, maintaining a strong presence across nuclear, power, water, and rail sectors. Additionally, the expansion of the Hercules Academy aims to tackle the skills shortage in the UK construction industry, further strengthening operational capabilities.

The company’s outlook remains positive, supported by strategic acquisitions and recent corporate initiatives that point to potential growth. Nevertheless, profitability challenges, leverage concerns, and bearish technical indicators temper the overall projection.

About Hercules Site Services Plc

Hercules Site Services Plc is a leading technology-driven labor supply firm serving the UK infrastructure and construction industries. The company provides skilled personnel for major projects across nuclear, power and energy, water, and rail sectors, participating in high-profile initiatives such as Sizewell C and AMP8 water projects.

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.