Author: Fiona Craig

Mobico Group PLC (LSE:MCG) has reported continued revenue growth in the first half of 2025, driven by strong passenger demand and new contract wins, particularly within its ALSA division. While challenges in WeDriveU contracts and a competitive UK market have weighed on operating profit, the company maintains its full-year profit guidance.

The recent sale of its North American School Bus business has improved liquidity and supports the company’s broader strategy of deleveraging. Additional initiatives include cost reduction programs and the integration of UK Coach operations with ALSA, aimed at creating synergies and operational efficiencies.

Mobico’s outlook is tempered by financial pressures, including negative profitability and elevated leverage. Technical indicators remain neutral, offering no clear market direction, and valuation is constrained by negative earnings and the absence of a dividend yield, impacting overall stock appeal.

Company Overview

Mobico Group PLC is a major international shared mobility provider, offering bus, coach, and rail services across the UK, North America, continental Europe, North Africa, and the Middle East.

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.

Arrow Exploration Corp. (LSE:AXL) has successfully brought four wells online in the Tapir Block of Colombia’s Llanos Basin, where the company holds a 50% stake. The wells—AB-3, CN HZ12, CN HZ13, and RCE HZ10—are now contributing to a total production exceeding 4,800 barrels of oil equivalent per day.

The company benefits from a debt-free balance sheet, providing flexibility for ongoing exploration and development activities. Arrow is prioritizing low-risk exploration to expand reserves and build its drilling inventory, with further well plans underway in the Mateguafa Oeste field. These initiatives are expected to enhance production capabilities and strengthen the company’s presence in Colombia’s oil sector.

Company Overview

Arrow Exploration Corp. is a publicly listed company operating in Colombia through its subsidiary Arrow Exploration Switzerland GmbH. The company focuses on increasing oil output across Colombia’s major basins, including the Llanos, Middle Magdalena Valley, and Putumayo. Arrow holds a portfolio of underexplored and underdeveloped assets with high growth potential, and its shares trade on the AIM of the London Stock Exchange and the TSX Venture Exchange under the symbol ‘AXL’.

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.

Metals Exploration PLC (LSE:MTL) has announced notable advancements in the development of its La India gold project in Nicaragua. The Rock Creek gold processing plant has arrived ahead of schedule, with equipment deliveries to the site well underway. Earthworks for mine development are nearly complete, and construction of site infrastructure is progressing smoothly. The company targets the start of gold production by Q4 2026, supporting its strategic objectives and enhancing its position in the gold mining sector.

The company’s outlook is supported by strong financial performance, with significant revenue growth and solid cash flow generation. Nonetheless, technical analysis indicates a bearish trend, and while valuation is reasonable, there is no dividend yield. The lack of recent earnings calls or corporate events does not materially affect the assessment.

Company Overview

Metals Exploration PLC is engaged in gold production, exploration, and development, with assets in both the Philippines and Nicaragua. Its focus is on advancing mining projects in gold-rich regions to strengthen production capabilities and expand market presence.

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.

Somero Enterprises Inc. (LSE:SOM) reported a difficult first half of 2025, with revenues falling 23% due to macroeconomic pressures, particularly in North America and Europe. Despite these headwinds, the company remains confident in its long-term growth prospects, driven by trends such as onshoring, advanced data infrastructure, and equipment electrification.

New product introductions, including the electric-powered laser screed, alongside strategic leadership appointments, are expected to support future performance. Cost management measures have been implemented to mitigate the impact of lower revenues, and the company anticipates stronger trading in the second half of the year, aided by seasonal demand and contributions from its new product lineup.

Somero’s outlook is bolstered by a solid financial position and favorable valuation metrics, including a low P/E ratio and a high dividend yield. However, the recent revenue decline, weaker cash flow, and neutral technical indicators temper the overall outlook.

Company Overview

Somero Enterprises Inc. is a leading provider of concrete-leveling equipment and related training, serving customers in over 90 countries. Its innovative products, which integrate laser technology and wide-placement methods, enable the efficient installation of high-quality horizontal concrete floors. Somero has maintained a market-leading position through continuous innovation and a strong emphasis on customer service and technical support.

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.

Afentra plc (LSE:AET) has released its half-year 2025 results, showcasing major strategic steps in building its position in Angola. The company finalized agreements to increase its stakes in Blocks 3/05 and 3/05A, while also securing its first offshore operatorship in Block 3/24.

Operationally, Afentra reported steady production and delivered revenues of $52 million, supported by a 140% reserve replacement ratio. Alongside new licenses and infrastructure enhancements, these developments are expected to drive future growth and create additional value for shareholders.

The company’s outlook is supported by strong financial performance and favorable valuation metrics, pointing to solid investment potential. Technical indicators are mixed, reflecting some short-term bearish movement, but the longer-term trend remains positive. The lack of recent earnings calls or corporate events does not materially affect the assessment.

Company Overview

Afentra plc is an upstream oil and gas company with a focus on African energy opportunities. Its strategy is centered on enabling a responsible energy transition by acting as a reliable partner to host governments and divesting international oil companies. Afentra holds interests in multiple Angolan blocks—both offshore and onshore—and also maintains a carried interest in the Odewayne Block in Somaliland.

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.

Invinity Energy Systems (LSE:IES) has entered into a strategic partnership with Atri Energy Transition and Next Gen Mobility, securing a £25 million investment aimed at strengthening its manufacturing base and expanding operations in India. The funding will bolster the company’s supply chain, accelerate product development, and enhance working capital, positioning Invinity to benefit from rising global demand for energy storage solutions amid ongoing energy market challenges.

Through this collaboration, Invinity will also pursue new commercial opportunities in India, with the potential to reduce costs and establish local manufacturing facilities to support long-term growth.

Despite these promising developments, the company’s outlook remains constrained by weak financial performance, including declining revenues and persistent losses. Technical analysis indicates a bearish trend, while valuation measures and mixed investor sentiment continue to reflect market skepticism. Nonetheless, the new partnership provides a degree of optimism about future prospects.

Company Overview

Invinity Energy Systems plc is a global leader in utility-grade energy storage, specializing in Vanadium Flow Battery (VFB) technology. With more than 1,500 battery modules manufactured worldwide, the company is a key player in the stationary energy storage sector. Its strategy is centered on meeting growing electricity storage demand, particularly in markets such as China, India, and the United States.

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.

Defence Holdings PLC (LSE:ALRT) has announced that James Norwood, its Non-Executive Vice Chairman, has been selected to join the Coalition of the Willing, a group aligned with the NATO Industry Advisory Group.

This appointment strengthens Defence Holdings’ strategic positioning by giving the company direct involvement in NATO-related studies and initiatives. It also enhances engagement with senior policymakers and ensures that the company’s perspectives are represented in NATO’s ongoing dialogue with industry partners.

Company Overview

Defence Holdings PLC is the UK’s first publicly listed, software-driven defence company. It specializes in delivering sovereign digital capabilities designed to support national security, resilience, and overall defence preparedness.

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.

Orosur Mining Inc. (LSE:OMI) has announced encouraging updates from its exploration work at the Anzá Gold Project in Colombia. The company’s infill drilling campaign at the Pepas prospect returned strong assay results, including the discovery of a high-grade vein that exceeded expectations and may influence future resource estimates for the project.

At the same time, early-stage exploration at the El Cedro prospect is yielding positive indicators. Soil sampling results point to the presence of a complex and potentially significant gold porphyry system, adding to the project’s exploration upside. Collectively, these developments highlight the potential for both resource growth and further discoveries, strengthening Orosur’s position in the gold sector.

Company Overview

Orosur Mining Inc. is a gold exploration and development company with its primary focus on the Anzá Project in Colombia. The project is now fully owned by Orosur following the buyout of its former joint venture partner. With strong infrastructure and accessibility, exploration efforts are currently concentrated on three main prospects: Pepas, APTA, and El Cedro.

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.

Computacenter (LSE:CCC) has released its unaudited results for the first half of 2025, showing robust performance with revenue up 28.5% and gross invoiced income rising 24.9% compared to last year. Growth was particularly strong in North America, which contributed 44% of the group’s adjusted operating profit. The UK operations also returned to growth, though results in Germany and France were weighed down by weaker public sector demand.

Despite regional challenges, the company continued to broaden its customer base and sustained a healthy order backlog, reinforcing its outlook for ongoing expansion. In line with its commitment to shareholder returns, the interim dividend was increased by 1.3%.

The company’s financial score is supported by consistent revenue growth, strong cash flow management, and a balanced valuation. A reasonable P/E ratio and solid dividend yield add to its attractiveness, though technical indicators currently suggest a neutral trend with limited momentum.

Company Overview

Computacenter is a major independent provider of IT services and solutions, serving both corporate and public sector clients. The company helps organizations source, modernize, and manage their technology infrastructure to accelerate digital transformation. Listed on the London Stock Exchange and a member of the FTSE 250, Computacenter employs more than 20,000 people 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.

James Fisher & Sons plc (LSE:FSJ) delivered a steady performance in the first half of 2025, underpinned by structural improvements and ongoing strategic initiatives. Although reported revenue declined 13.4%, underlying operating profit rose 14.4% on a like-for-like basis. The increase was attributed to disciplined cost control and targeted investments that have begun to bear fruit.

The company remains optimistic about its medium-term growth trajectory, supported by favorable market conditions in energy services and maritime transport, alongside a stronger order book in the defense sector. Management reiterated its full-year outlook, despite macroeconomic challenges continuing to weigh on the wider energy market.

Valuation indicators suggest the company may be undervalued, with financial results reflecting resilience through higher profitability and better cash flow generation, even against weaker revenues. Technical signals are mixed—pointing to short-term softness but a more stable longer-term trend. A lack of recent earnings calls and corporate event updates limits further analysis of market sentiment.

Company Overview

James Fisher & Sons plc is an international marine services group with operations spanning energy, maritime transport, and defense. The company provides specialized solutions and innovative services across these key industries, with a focus on long-term growth 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.