Author: Fiona Craig

Kier Group plc (LSE:KIE) announced robust financial results for the fiscal year ending 30 June 2025, with revenue up 3% and adjusted operating profit rising 6%. The company delivered strong operational performance across its divisions, strengthened its balance sheet, and expanded its order book to a record £11 billion, providing clear visibility of future revenues.

Kier also declared a 38% increase in its full-year dividend and launched a £20 million share buyback program. These achievements highlight the company’s strategic focus on sustainable growth, capital efficiency, and enhanced shareholder returns, positioning it to benefit from the UK Government’s infrastructure spending plans.

The company’s primary strengths lie in its solid financial performance and positive corporate developments, while technical indicators suggest some short-term market volatility. Valuation remains reasonable and in line with industry norms.

About Kier Group plc

Kier Group plc is a leading UK infrastructure services, construction, and property group. The company offers specialist design and build capabilities, leveraging its workforce’s knowledge, skills, and intellectual capital to manage and integrate all aspects of projects. Kier emphasizes sector-leading experience and innovative solutions, maintaining a local presence through offices across England, Wales, and Scotland.

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.

Personal Group Holdings Plc (LSE:PGH) delivered robust financial results for the first half of 2025, achieving double-digit revenue growth and a 42% increase in adjusted EBITDA. Record insurance sales and an expansion of recurring revenue streams contributed to a 26% rise in the interim dividend. Strategic initiatives and new partnerships have broadened the company’s customer base, supporting its growth ambitions. Strong demand is also being driven by macroeconomic factors, as employers increasingly prioritize insurance and employee benefits.

The company’s outlook is underpinned by solid financial performance and effective strategic execution. Profitability and cash flow management remain strong, while technical indicators are generally bullish. However, a high RSI suggests potential overvaluation risks. Valuation metrics indicate a reasonable P/E ratio, complemented by a notably high dividend yield.

About Personal Group Holdings

Personal Group Holdings Plc is a UK-based provider of workforce benefits and services. The company focuses on enhancing employee engagement and supporting the physical, mental, social, and financial wellbeing of employees through health insurance and a broad range of benefits. Services are delivered via its proprietary app, Hapi, with plans to expand across SMEs, talent-driven organizations, and the public sector.

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.

Eagle Eye Solutions Group PLC (LSE:EYE) announced its financial results for the year ending 30 June 2025, with group revenue rising 1% to £48.2 million, driven by an 11% increase in SaaS revenue. The company reached key milestones, including a major OEM agreement and the acquisition of Promotional Payments Solutions, strengthening its market presence.

Despite losing a contract with Neptune Retail Solutions, Eagle Eye secured new agreements across multiple regions, reinforcing its global customer base. The company remains optimistic about future growth, aiming to maintain a double-digit EBITDA margin and expand market reach through direct sales, partnerships, and OEM channels.

Eagle Eye Solutions benefits from solid financial performance and strategic corporate initiatives. Although technical indicators show potential bearish signals, the company’s undervaluation and proactive measures, such as share buybacks and acquisitions, support its market position.

About Eagle Eye Solutions

Eagle Eye is a leading SaaS and AI company that helps retail, travel, and hospitality brands build customer loyalty through real-time, omnichannel, and personalized marketing. Its technology combines scalable loyalty and promotions capabilities with AI to deliver personalized marketing at scale. Eagle Eye serves major clients including Loblaws, Asda, and Tesco, executing over 1 billion personalized offers weekly.

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.

EKF Diagnostics Holdings plc (LSE:EKF) posted record analyzer sales and improved earnings for the first half of 2025. Gross margins rose to 50.2%, and pre-tax profit increased by 16.1%. The company remains on track to meet full-year revenue and adjusted EBITDA growth targets, driven by strong performances in its Hematology and β-HB product lines.

Strategic initiatives are showing results, with expanded production capacity and a focus on high-margin products supporting profitability. EKF also completed a share buyback and canceled a loan facility, reflecting strong cash generation and a solid financial position.

EKF Diagnostics maintains a strong foundation, characterized by robust profit margins and low leverage. Technical indicators show a positive trend, though momentum remains moderate. Valuation appears fair based on the P/E ratio, although the absence of a dividend yield may limit appeal for income-focused investors.

About EKF Diagnostics Holdings

EKF Diagnostics Holdings plc is an AIM-listed global diagnostics company specializing in Point-of-Care analyzers, particularly for Hematology, Diabetes, and Life Sciences. It provides contract fermentation services for clinically important enzymes and proteins and manufactures Beta-Hydroxybutyrate (β-HB) for quantitative ketone testing and other clinical applications. Headquartered in Penarth near Cardiff, EKF operates five manufacturing sites across the US and Germany, distributing products to more than 120 countries worldwide.

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.

Kromek Group plc (LSE:KMK) announced a major financial milestone for the year ending April 2025, posting profitability for the first time and exceeding market expectations. This achievement was driven primarily by a landmark agreement with Siemens Healthineers in the Advanced Imaging division, leading to a significant revenue increase and a stronger financial position.

In addition, the company advanced its CBRN Detection division, winning contracts under UK Government frameworks and expanding its international sales pipeline. These developments position Kromek for ongoing growth and enhanced competitiveness in its market segments.

The company’s outlook reflects a mix of strengths and challenges. Positive corporate developments and favorable technical indicators offer optimism, while continuing financial and profitability pressures remain key considerations.

About Kromek Group plc

Kromek Group plc is a leading provider of radiation and bio-detection technologies, specializing in advanced imaging and CBRN (Chemical, Biological, Radiological, and Nuclear) detection. The company is recognized for its work in medical imaging and nuclear security, with a particular focus on cadmium zinc telluride (CZT) detectors for high-resolution imaging applications.

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.

MJ Gleeson plc (LSE:GLE) released its audited results for the fiscal year ending 30 June 2025, reflecting a mixed performance. Gleeson Homes saw higher sales compared to the previous year, with net open market reservations up 28% in the second half. However, constrained selling prices impacted profit margins.

The company has implemented organizational changes to enhance operational efficiency, while Gleeson Land achieved improved planning outcomes and secured new promotion agreements. Looking ahead, the Group anticipates sustained growth, with Gleeson Homes targeting annual sales of 3,000 homes and Gleeson Land positioned for significant expansion from FY2027.

MJ Gleeson maintains a stable financial foundation with strong equity, though growth is challenged by market conditions and bearish technical signals. Positive factors include insider share purchases and strategic leadership appointments, which support confidence in the company’s long-term prospects, even as operational and market risks persist.

About MJ Gleeson plc

MJ Gleeson plc operates through two divisions: Gleeson Homes and Gleeson Land. Gleeson Homes builds high-quality, affordable housing across the Midlands and Northern England, ranging from one-bedroom apartments to five-bedroom houses. Gleeson Land focuses on land promotion, collaborating with landowners to enhance property value and manage site sales across South, West, and Central England.

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.

Headlam Group PLC (LSE:HEAD) reported a challenging first half of 2025, with revenue declining 3.8% amid ongoing market pressures. Despite this, the company maintained a robust balance sheet and carefully managed operating costs, supported by its transformation plan designed to improve profitability and expand market share.

The strategic plan includes centralizing procurement, optimizing the operational network, and preparing for the sale of certain businesses in France and the Netherlands. While the flooring market remains uncertain, Headlam expects a positive long-term outlook, underpinned by these initiatives and an anticipated market recovery.

Financial and technical challenges persist, including lower revenue and negative profitability, alongside bearish market indicators. However, corporate measures such as strategic asset disposals to boost liquidity and insider buying provide an encouraging counterbalance.

About Headlam

Headlam Group PLC is the UK’s leading distributor of floorcoverings, offering a wide array of products sourced from around the world. The company serves a diverse customer base, including independent and multiple retailers, contractors, and housebuilders, providing extensive product knowledge, e-commerce support, marketing resources, and nationwide next-day delivery. Headlam operates across the UK and Continental Europe, leveraging its network and centralized capabilities to maximize customer reach and sales opportunities.

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.

Brickability Group PLC (LSE:BRCK) announced at its AGM that trading for the first five months of the financial year has aligned with the Board’s expectations, despite challenging market conditions. The company remains confident in its ability to deliver long-term shareholder value and is well-positioned to benefit from improving market demand.

The outlook is supported by steady revenue growth and consistent gross margins, although profitability and cash flow management continue to present challenges. Technical indicators point to a bearish trend, affecting the overall assessment. Valuation is mixed, with a high P/E ratio counterbalanced by an appealing dividend yield. Recent corporate events have a slight positive effect, though director share sales raise some caution.

About Brickability Group PLC

Brickability Group PLC is a leading distributor and provider of specialist products and services for the UK construction industry.

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.

City of London Investment Group PLC (LSE:CLIG) reported funds under management of $11.1 billion as of September 2025, marking a 2.8% increase since June. The company also declared a final dividend of 22p per share, keeping the total annual dividend at 33p per share, with a rolling five-year dividend cover of 1.21 times.

The firm’s strong performance reflects its strategic focus on niche and underfollowed securities, alongside the benefits of its merger with Karpus Investment Management. A stable and well-resourced environment for investment teams allows the company to deliver consistent results while seizing opportunities from market dislocations.

Looking ahead, City of London Investment Group benefits from solid valuation and technical trends, supported by strong financial metrics. While recent corporate events suggest a positive strategic direction, the CEO’s share sale introduces some uncertainty. Nevertheless, the company’s attractive dividend yield and favorable P/E ratio continue to enhance its investment appeal.

About City of London Investment

City of London Investment Group PLC is a globally integrated investment company with a research-driven approach. It builds diversified portfolios of high-quality, often underappreciated securities, including Closed-End Funds (CEFs), aiming to exploit persistent market inefficiencies. Operating across Asia, Europe, and North America, the company combines quantitative and qualitative analysis to pursue consistent opportunities in 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.

Ariana Resources (LSE:AAU) has announced plans for a large-scale drilling program at its Dokwe Gold Project in Zimbabwe, following the company’s successful dual listing on the Australian Securities Exchange.

The initiative is aimed at expanding the existing gold resource and reserves at Dokwe, capitalizing on favorable gold prices and Ariana’s strong strategic position to accelerate development. The company is targeting annual production of at least 60,000 ounces over a projected mine life of 13 years. This program is set to play a central role in advancing Ariana’s growth strategy and consolidating its status as a globally recognized gold producer.

About Ariana Resources

Ariana Resources PLC is engaged in mineral exploration, development, and production, with a portfolio of gold projects across Africa and Europe. Its primary focus is on advancing the Dokwe Gold Project in Zimbabwe, which represents a cornerstone growth opportunity with substantial resource potential.

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.