Author: Fiona Craig

Journeo plc (LSE:JNEO) has announced that its subsidiary, Crime and Fire Defence Systems Limited (CFDS), has won a four-year framework agreement worth up to £5 million with a UK utility provider. The contract covers the delivery of high-security infrastructure protection services, reinforcing CFDS’s reputation as a trusted partner in safeguarding the nation’s critical assets and providing a strong platform for future growth.

Financially, Journeo continues to demonstrate solid revenue growth and stability. Technical indicators, however, suggest a cautious short-term outlook, while valuation metrics point to a fair market price. The absence of recent earnings call data or corporate events does not materially affect the company’s outlook.

About Journeo plc

Journeo plc is a provider of intelligent systems that deliver sustainable infrastructure solutions across towns, cities, airports, and public transport networks. The company specializes in protecting critical infrastructure through advanced technologies including access control, intrusion detection, and surveillance. Operating through six subsidiaries, Journeo serves a range of sectors, covering CCTV, electronic public transport information systems, and critical national infrastructure protection.

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 named Field Marshal Lord Houghton of Richmond as its Non-Executive Chairman, effective October 1, 2025. Lord Houghton, a distinguished leader with extensive experience including his role as Chief of the Defence Staff, is expected to provide strategic guidance and strengthen the company’s alignment with UK defence priorities. As part of his appointment, Defence Holdings has also issued warrants over ordinary shares to Lord Houghton.

About Defence Holdings PLC

Defence Holdings PLC is the UK’s first listed, software-driven defence company, focused on delivering sovereign digital solutions to enhance national security, resilience, and defence readiness.

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.

Cerillion (LSE:CER) has secured two significant follow-on agreements worth a combined £17.3 million with an existing European client, adding to a prior £8 million deal. The contracts—among the largest in the company’s history—cover the integration of the customer’s newly acquired Tier-1 subscriber base into Cerillion’s BSS/OSS platform. They include software licenses, maintenance, managed services, and participation in the Evergreen programme. The wins reinforce Cerillion’s product-led strategy, designed to help clients cut costs and boost efficiency, while strengthening its competitive position in Europe.

The company continues to deliver strong financial results, highlighted by consistent growth and profitability. However, technical indicators point to bearish momentum, and the stock’s elevated valuation suggests limited upside in the near term.

About Cerillion

Cerillion is a global provider of mission-critical software solutions for billing, charging, and customer relationship management (CRM), primarily serving telecom operators as well as clients in utilities and financial services. With a track record spanning more than 25 years, the company supports around 75 customer sites across 45 countries. Headquartered in London, Cerillion also operates in India and Bulgaria, with sales teams active in the U.S., Singapore, and Australia.

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.

Tiger Alpha Plc (LSE:TIR), formerly operating as Tiger Royalties and Investments Plc, has confirmed its official rebrand following approval from shareholders. The name change, now effective on the AIM Market of the London Stock Exchange, signals the company’s strategic pivot toward incubating technology ventures and investing in high-growth tech products, while continuing its involvement in the global natural resources sector. Importantly, the company’s TIDM, ISIN, SEDOL, and website remain unchanged.

The rebrand is designed to better position Tiger Alpha within the technology investment space and to align its identity with emerging opportunities in fast-evolving markets.

About Tiger Alpha Plc

Tiger Alpha Plc is an investment company focused on supporting and incubating technology projects. After acquiring Bixby Technology Inc. in early 2025, the firm has placed greater emphasis on backing tech entrepreneurs with both funding and strategic guidance. Alongside its technology focus, Tiger Alpha continues to invest in global natural resources and maintains exposure to fast-growth products and assets, including equities, securities, digital assets, and meme coins.

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.

Vistry Group PLC (LSE:VTY) has entered into a joint venture with Homes England, creating a new entity called Hestia to accelerate the delivery of large-scale housing projects across England. Backed by £150 million in capital, the initiative aims to build high-quality, mixed-tenure communities while also releasing land parcels to SME developers, helping to stimulate broader growth in the housing sector. The collaboration underscores Vistry’s commitment to affordable housing and strengthens its positioning as a leading partner in sustainable residential development.

Looking ahead, Vistry benefits from robust revenue growth and a strong equity base. However, profitability pressures and higher leverage remain challenges. Technical signals point to neutral-to-bearish momentum, and the stock currently trades at a relatively high valuation, which may dampen short-term investor appeal.

About Vistry Group PLC

Vistry Group PLC is a major UK homebuilder specializing in sustainable community development. Its portfolio spans affordable housing, private rental, and homes for sale, with projects often delivered in collaboration with Registered Providers, Local Authorities, Homes England, and private-sector partners. Through its Vistry Works division, the company also integrates timber manufacturing to improve efficiency and support environmentally conscious construction practices.

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.

Guardian Metal Resources PLC (LSE:GMET) has unveiled plans to pursue a U.S. securities exchange listing, either through ordinary shares or American Depositary Receipts (ADRs). The company intends to use the capital raised from the listing to accelerate the development of its tungsten projects in Nevada. Management sees the move as a strategic step to strengthen its financial position, broaden investor access, and enhance market visibility, with potential benefits for both operations and stakeholders.

About Guardian Metal Resources PLC

Guardian Metal Resources PLC is focused on the exploration and development of tungsten assets, with its primary operations based in Nevada, USA.

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.

Norman Broadbent (LSE:NBB) has delivered its best-ever interim results for the first half of 2025, reporting sharp increases in net fee income and underlying EBITDA. Management credits the performance to strategic investment in talent and a sharpened focus on operational efficiency, which have driven higher productivity and enhanced financial resilience. The rollout of an AI-powered assessment platform, alongside new international hires in the U.S. and UAE, is expected to further support the company’s expansion efforts.

The group has undergone a successful transformation, strengthening its market presence and improving its cash position, laying solid foundations for future growth.

While the financial outlook still reflects challenges around profitability and liquidity, the company benefits from strong technical momentum and positive corporate developments. Although the stock’s valuation remains pressured by negative earnings, strategic actions and insider confidence are seen as encouraging signs for investors.

About Norman Broadbent

Founded in 1979, Norman Broadbent is a UK-based professional services firm specializing in executive search, interim management, and leadership advisory solutions. The company serves a broad client base across industries including consumer, financial services, life sciences, industrials, investor relations, and technology, media & telecoms (TMT), with both domestic and international operations.

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.

Roquefort Therapeutics PLC (LSE:ROC) has announced the acquisition of Coiled Therapeutics, Inc., a clinical-stage oncology firm, through a reverse takeover valued at £30 million in shares. This deal marks a pivotal shift for Roquefort, transitioning it into a clinical-stage biotech player with a stronger portfolio of advanced assets. Among these is AO-252, a cancer therapy currently in Phase I trials that holds considerable promise.

As part of the transaction, A2A Pharmaceuticals has committed significant funding to back Roquefort’s growth and pipeline expansion. The acquisition also establishes a strategic partnership with A2A, giving Roquefort access to its SCULPT™ drug discovery platform, which is expected to provide further opportunities for innovation. Management views the deal as a major step in enhancing shareholder value and strengthening the company’s market position.

About Roquefort Therapeutics PLC

Roquefort Therapeutics PLC is a London-listed biotechnology company focused on advancing from pre-clinical research to clinical-stage development. Its work centers on oncology drug discovery and development, incorporating machine learning technologies to improve treatment outcomes and accelerate progress in the field.

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.

Chill Brands Group (LSE:CHLL) has announced a strategic collaboration with SYP Global Limited aimed at creating and introducing an innovative nicotine delivery system. The partnership enhances Chill Brands’ position in the growing nicotine alternatives market by combining its established distribution network with SYP Global’s product development expertise. While the technology is still in the development phase and not expected to generate short-term revenue, the agreement represents a significant opportunity for Chill Brands to align with a breakthrough product that could influence the future direction of the industry.

About Chill Brands Group plc

Chill Brands Group plc is a consumer packaged goods company with a strong focus on distribution-led growth. Its portfolio spans tobacco alternatives, functional beverages, and other high-potential consumer products, with a core emphasis on the convenience retail channel. The company works with both emerging and established FMCG brands, offering end-to-end market access solutions, and also operates its own direct-to-consumer platform, chill.com.

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.

Solid State plc (LSE:SOLI) has revealed a new strategic alliance between its Custom Power division and Volklec, the UK’s sole independent battery manufacturer. The collaboration is designed to deliver an end-to-end energy solution for the defence sector, covering everything from cell development to battery pack design and lifecycle support. By combining Volklec’s 21700 lithium-ion cell technology with Custom Power’s advanced battery management systems, the partnership aims to reinforce the UK’s industrial base, reduce dependency on overseas suppliers, and contribute to national energy resilience. The initiative is supported by MAKE UK Defence and aligns with the priorities of the 2025 Strategic Defence Review and the government’s Net Zero commitments.

From a financial standpoint, Solid State faces headwinds. The company’s high price-to-earnings ratio points to potential overvaluation, while weaker technical indicators and financial performance limit near-term investor appeal. However, strategic collaborations like this one suggest room for longer-term growth.

About Solid State

Solid State plc is a specialist electronics group supplying durable components, assemblies, and systems for critical use cases in industrial and defence markets. Its expertise spans rugged computing, power solutions, secure communications, imaging, antennas, and electronic displays. The company operates through its Systems and Components divisions, serving industries such as defence, aerospace, energy, robotics, life sciences, and transportation. Headquartered in Redditch, UK, Solid State employs more than 400 staff worldwide and manages operations across 14 sites in the UK and abroad.

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.