Author: Fiona Craig

Rockfire Resources PLC (LSE:ROCK) has commenced diamond drilling at its Molaoi zinc deposit in Greece, starting on September 15, 2025. The program aims to upgrade the resource classification from JORC Inferred to Indicated and to define a maiden germanium Inferred resource.

The drilling plan includes 30 holes, each ranging from 200 to 450 meters in depth, totaling roughly 10,000 meters. Results will be published as they are received, with operations expected to continue until at least February 2026. This initiative represents a major step in expanding Rockfire’s resource base and enhancing its position in the market.

About Rockfire Resources PLC

Rockfire Resources PLC is an exploration company focused on base metals, critical minerals, and precious metals. Its primary project is the 100%-owned Molaoi zinc deposit in Greece, which the company is actively developing.

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.

Trifast plc (LSE:TRI) has reported that its trading performance for the first four months of FY2026 is in line with expectations. The company credited margin recovery and the execution of its ‘Recover, Rebuild, Resilience’ strategy for maintaining stability. Despite macroeconomic pressures impacting some industrial sectors, Trifast’s global manufacturing footprint and engineering capabilities have helped sustain resilience.

Looking ahead, the company remains confident in achieving its medium-term targets, including an EBIT margin exceeding 10%, while anticipating ongoing growth and enhanced cash generation.

Trifast’s outlook is supported by operational efficiency improvements and positive technical momentum, alongside insider confidence demonstrated through share purchases. However, challenges persist in revenue growth and cash flow, and a high price-to-earnings ratio raises valuation considerations.

About Trifast

Trifast plc is a global specialist in the design, engineering, manufacture, and distribution of precision-engineered fastenings and Category ‘C’ components. Serving major international assembly industries such as Automotive, Smart Infrastructure, and Medical Equipment, the company provides end-to-end support from concept design through to global logistics. Its operations span the UK & Ireland, Asia, Europe, and North America, with manufacturing facilities focused on high-volume cold-forged fasteners and specialized components.

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.

Zenova Group PLC (LSE:ZED) has signed a non-binding agreement to acquire Restoreo International Limited, a move that could significantly reshape the company’s scale and business focus. The transaction, structured as a reverse takeover, is intended to merge Zenova’s fire safety and insulation technologies with Restoreo’s distribution capabilities, creating a global platform for expansion.

The deal is expected to strengthen Zenova’s energy efficiency offerings, though it remains subject to regulatory approvals and shareholder consent. Meanwhile, trading of Zenova shares on AIM has been suspended pending further announcements.

About Zenova Group PLC

Zenova Group PLC develops and supplies advanced fire safety and temperature management solutions across industrial, commercial, and residential markets. Its portfolio includes fire protection paints, thermal insulation coatings and renders, fire extinguishers, aerosol fire suppression systems, automatic ceiling sprinklers, and wildfire barriers, all designed to meet stringent safety and efficiency standards.

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.

Aptamer Group plc (LSE:APTA) has entered into a new agreement with Metir plc to develop Optimer® binders for the rapid identification of Cryptosporidium within Metir’s Pathogen Detector platform. The collaboration is designed to improve real-time water quality monitoring and represents a step forward in pathogen detection capabilities.

The partnership highlights the versatility of Aptamer’s technology and its potential to move into wider markets. Proof-of-concept results are expected in the near term, which could pave the way for pilot trials by UK water utilities.

Aptamer Group’s outlook remains constrained by ongoing financial pressures and weak technical signals. Nevertheless, the company’s strategic partnerships and pipeline of corporate developments provide some optimism for longer-term growth. Heavy debt levels and continued unprofitability, however, remain key risks.

About Aptamer Group

Aptamer Group plc operates within the life sciences sector and focuses on creating next-generation synthetic binders. Its flagship Optimer® products are engineered for pathogen detection and environmental monitoring, offering high stability and specificity across 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.

Centaur Media (LSE:CAU) has agreed to sell its legal information platform, The Lawyer, to Lighthouse Bidco Limited for £43 million. The move follows a broader strategic review aimed at unlocking shareholder value, coming shortly after the disposal of its MiniMBA business. Management said the sale will provide significant cash proceeds, with plans to consult investors on a potential capital return. Completion of the transaction is expected in early October.

Post-sale, Centaur intends to concentrate on its core marketing brands, aligning the business more closely with its long-term strategic objectives.

The company’s outlook is currently underpinned by favorable corporate developments and stable technical trends. However, pressure on revenues and profitability remains a concern. Valuation signals are mixed, with a negative price-to-earnings ratio offset by an attractive dividend yield.

About Centaur Media

Centaur Media is an international provider of specialist business information, training, and consultancy services, with a focus on the marketing and legal industries. Its mission is to inspire and support clients in achieving excellence, raising ambitions, and driving improved performance.

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.

LondonMetric Property Plc (LSE:LMP) has completed £78.5 million in triple net lease (NNN) acquisitions across five separate deals. The newly added assets—which include Premier Inn hotels, logistics warehouses, and convenience properties—are expected to deliver £4.6 million in annual rental income. Over the next five years, the portfolio is forecast to lift its net initial yield (NIY) from 5.5% to 6.3%.

These investments expand LondonMetric’s footprint in the budget hotel segment while reinforcing its exposure to high-demand areas such as logistics and convenience retail. The company noted that the acquisitions enhance asset diversity and align with evolving consumer preferences around experience, entertainment, and convenience. Management anticipates similar opportunities in the future as part of its ongoing strategy.

LondonMetric’s investment case is supported by strong revenue and earnings growth, an attractive valuation, and a compelling dividend yield. Still, technical signals currently suggest a short-term bearish outlook, tempering some of the optimism around the stock’s performance.

About LondonMetric Property

LondonMetric Property Plc is a leading UK-based real estate investment trust (REIT) specializing in triple net lease properties. With a portfolio valued at approximately £7 billion, the company focuses on sectors such as logistics, convenience, healthcare, entertainment, and leisure. Its strategy is centered on owning and managing properties that meet tenant demand, generating predictable and growing income streams, and delivering long-term outperformance.

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.

Strategic Minerals plc (LSE:SML) has announced encouraging progress at its Redmoor project following the completion of three drill holes. Each hole successfully intersected the full thickness of the sheeted vein system, confirming the presence of tungsten and copper mineralization. With the addition of a second drill rig now on site, the company plans to accelerate its exploration program, which could strengthen its role in the global tungsten market at a time of rising commodity prices.

The company’s outlook remains supported by signs of financial recovery and an appealing valuation. However, technical indicators point to possible short-term weakness, while past volatility continues to pose a risk for investors.

About Strategic Minerals

Strategic Minerals plc is an AIM-listed mining company focused on the exploration and development of strategic mineral projects in the UK, United States, and Australia. Through its wholly owned subsidiary, Cornwall Resources Limited, the company is advancing the Redmoor Tungsten-Tin-Copper Project located in east Cornwall.

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.

Kenmare Resources (LSE:KMR) has begun upgrading its Wet Concentrator Plant A (WCP A) at the Moma Titanium Minerals Mine in Mozambique. The project includes the integration of new dredges and a feed preparation unit, enabling mining in the Nataka ore zone, which contains around 70% of the mine’s total resources. With a capital investment of $341 million, the upgrade is designed to support long-term output and enhance mining rates by managing higher slime levels within the ore body.

During the upgrade, production has been temporarily halted for three to four weeks. Despite the pause, the company has reaffirmed its commitment to meeting full-year 2025 production and cost guidance.

Kenmare’s investment profile is supported by a compelling valuation, marked by a low price-to-earnings ratio and attractive dividend yield, which appeal to both value and income-focused investors. However, financial performance has been uneven, with revenue and profitability margins under pressure. Technical indicators currently point toward a bearish trend, highlighting the importance of improving efficiency and boosting revenue streams to strengthen overall financial health.

About Kenmare Resources

Kenmare Resources plc ranks among the world’s leading titanium mineral producers and operates the Moma Titanium Minerals Mine in Mozambique. The company provides key raw materials used in everyday products such as paints, plastics, and ceramic tiles. Supplying customers in over 15 countries, Kenmare is responsible for roughly 6% of global titanium feedstock 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.

Energean plc (LSE:ENOG) has reported its half-year 2025 results, demonstrating resilience in the face of geopolitical instability and market headwinds. Although operations in Israel were temporarily suspended, the company still managed to post higher net profits and announced a quarterly dividend.

Among the highlights of the period were more than $4 billion in newly secured gas contracts, continued progress on the Katlan development, and advancing carbon storage initiatives. Energean reaffirmed its strategic priorities, which include ensuring stable gas production in Israel, pursuing export opportunities, and maximizing asset value across its broader portfolio.

From a financial perspective, revenue and adjusted EBITDAX declined, largely due to weaker Brent crude prices and the impact of halted operations. Even so, the company maintained solid liquidity levels and upheld its dividend program, underscoring its financial discipline.

Energean’s investment case is underpinned by consistent profitability and revenue generation, though risks remain. Technical indicators point to potential near-term weakness, and leverage continues to weigh on the balance sheet. Still, the stock is supported by a fair valuation and an appealing dividend yield.

About Energean

Energean plc is an international energy company engaged in the exploration, production, and marketing of natural gas and oil. The group operates across Israel, Egypt, Italy, Croatia, and Greece, with a strong commitment to long-term value creation, reliable operations, and sustainability 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.

Tavistock Investments (LSE:TAVI) has unveiled a refreshed strategy designed to address the financial advice gap that continues to affect 91% of UK consumers, according to the FCA’s 2024 Financial Lives Survey. As part of this shift, the firm has taken a majority stake in Lifetime Financial Management. The acquisition will enable Tavistock to expand the reach of its hybrid advisory model, which blends digital tools with human expertise to deliver affordable advice, regardless of income or wealth.

Management believes the move will create long-term value for shareholders while strengthening Tavistock’s competitive position in the financial advice sector. The company also signaled further partnerships and a rebranding initiative centered on its Vertex solutions as it seeks to expand its industry footprint.

Despite its growth initiatives, Tavistock is viewed with a moderate outlook. The company benefits from revenue expansion and insider share purchases that reflect confidence in its trajectory. However, challenges remain around profitability, cash flow pressures, and an unfavorable valuation.

About Tavistock Investments

Tavistock Investments is a UK-based wealth and asset management specialist focused on private investors. The company offers services across wealth management, employee benefits, and educational finance, and is recognized for its tailored advisory support to high-net-worth clients. In recent years, Tavistock has restructured operations to balance regulatory risk and commercial opportunity, including the sale of its UCITS funds and independent financial adviser network.

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.