Author: Fiona Craig

Peel Hunt Limited (LSE:PEEL) has delivered a robust start to FY26, surpassing market expectations. The company has actively participated in notable M&A deals and equity raises, particularly through its corporate franchise serving 58 FTSE 350 clients. The strong performance is evident in the Execution Services segment, where revenues have significantly increased compared to the previous year. Peel Hunt expects full-year results to exceed market forecasts and plans to provide an update on six-month revenues on October 1, 2025.

Despite this positive momentum, the company’s outlook is tempered by financial challenges, including negative profitability and rising leverage. Technical indicators suggest some short-term positive trends, but valuation concerns—driven by a negative price-to-earnings ratio and absence of dividend yield—remain key considerations.

About Peel Hunt Limited

Peel Hunt is a UK-based investment bank focused on supporting mid-cap and growth companies. It provides a full range of investment banking services, including equity and private capital markets, M&A advisory, debt solutions, investor relations, and corporate broking. Known for its research, distribution, and execution capabilities, Peel Hunt plays a vital role in providing liquidity to UK capital markets. The company is AIM-listed and maintains offices in London, New York, and Copenhagen.

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.

Surface Transforms (LSE:SCE) has named Paul Marr as a Non-Executive Director. Marr brings extensive experience in automotive manufacturing and operations, having held senior roles at General Motors and other leading companies. His appointment is expected to enhance the company’s manufacturing capabilities and reinforce relationships with key automotive OEMs, supporting Surface Transforms’ objectives of operational excellence and growth.

The company’s outlook continues to reflect financial challenges and mixed technical signals. Negative profitability and ongoing financial pressures weigh heavily, though recent operational improvements and strong insider confidence provide a more positive perspective on future growth potential.

About Surface Transforms

Surface Transforms plc is a UK-based specialist in the development and production of carbon-ceramic brake discs for the automotive industry. It is the only manufacturer of such discs in the UK and one of only two mainstream producers globally. The company supplies major OEMs worldwide, leveraging its proprietary Carbon Ceramic Technology to deliver lightweight, high-performance brake discs suitable for both internal combustion and electric vehicles.

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.

Camellia Plc (LSE:CAM) has reported stable trading results for the first half of 2025, emphasizing progress on its Value Enhancement Plan designed to boost operational performance and shareholder returns. Despite challenges from seasonal crop fluctuations and geopolitical factors affecting demand, the company has strengthened its cash position through asset sales while continuing to invest in diversification and operational efficiency. Management expects full-year revenues and trading results to improve compared to 2024.

The company’s outlook remains constrained by ongoing financial challenges, including persistent losses and liquidity pressures, which overshadow potential technical and strategic gains. Technical indicators show some short-term bullish momentum, and positive corporate actions such as share buybacks support sentiment. However, underlying financial weaknesses and valuation concerns continue to weigh on the overall outlook. Limited earnings call data further restrict insight into management’s projections, emphasizing the need for cautious assessment.

About Camellia Plc

Camellia Plc is an agricultural company engaged in the production and sale of tea, avocados, and other crops. With significant operations in India, Bangladesh, Kenya, and Tanzania, the company is actively pursuing diversification strategies to strengthen its market position and long-term growth prospects.

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 One PLC (LSE:MET1) has acquired a strategic stake in Evolution Energy Minerals and committed to underwriting part of Evolution’s Rights Issue, marking a key diversification into the graphite sector. This investment gives Metals One exposure to the Chilalo Graphite Project in Tanzania, a development-ready asset with strong economic potential and binding offtake agreements. The move positions the company to benefit from rising graphite demand, driven by its essential role in lithium-ion batteries and the broader energy transition, while mitigating risks from U.S. tariffs on Chinese graphite imports.

In addition, Metals One has partnered with DISA Technologies to process uranium waste dumps in Colorado, aiming to generate revenue from uranium and other critical minerals. Using DISA’s patented High-Pressure Slurry Ablation technology, the initiative recovers saleable uranium and minerals without requiring capital or operational expenditure from Metals One. This project aligns with U.S. government initiatives to boost domestic critical mineral production, offering both environmental improvements and potential revenue growth.

About Metals One PLC

Metals One PLC is a London AIM-listed exploration and development company specializing in critical and precious metals projects in low-risk jurisdictions. The company’s portfolio spans uranium, nickel, copper, PGE, gold, and now graphite, reflecting its strategy to target high-value commodities and diversify operations globally.

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.

Tullow Oil (LSE:TLW) has appointed Ian Perks as its new CEO, effective September 15, 2025. Perks brings more than 30 years of experience in the upstream oil and gas sector, with a strong record of managing large-scale projects and operations, particularly across Africa. His leadership is expected to enhance Tullow’s strategic growth on the continent, optimize existing assets, and increase value for stakeholders.

The company continues to navigate financial and operational challenges, including high leverage and negative equity, despite maintaining strong cash flow. Technical indicators suggest bearish momentum, though recent corporate developments—such as strategic asset sales and demonstrated insider confidence—offer some positive signals.

About Tullow Oil

Tullow Oil is an independent energy company dedicated to responsible oil and gas development in Africa, with primary producing assets located in Ghana. The company is committed to achieving Net Zero Scope 1 and 2 emissions by 2030 and aims to deliver socio-economic benefits to its host countries. Tullow is publicly listed on both the London and Ghanaian stock exchanges.

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.

Victoria PLC (LSE:VCP) has successfully refinanced its 2026 senior debt maturities, giving the company greater flexibility to navigate challenging market conditions. Management remains optimistic about a medium-term market recovery and is prioritizing initiatives aimed at increasing annual EBITDA by £70 million, lowering debt levels, and enhancing its credit rating.

While Victoria continues to face financial pressures from declining revenues and high leverage, recent corporate developments—including the refinancing—offer a more positive outlook. Technical indicators point to potential medium-term support, though valuation concerns remain due to ongoing negative profitability.

About Victoria PLC

Founded in 1895 and listed on AIM since 2013, Victoria PLC is an international manufacturer and distributor of innovative flooring products. Headquartered in Worcester, UK, the company designs, produces, and distributes a wide range of flooring solutions, including carpets, rugs, ceramic tiles, and luxury vinyl tiles. Operating across Europe, the USA, and Australia, Victoria is Europe’s largest carpet manufacturer and focuses on creating shareholder value through acquisitions and sustainable growth strategies.

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.

capAI plc (LSE:CPAI) has appointed AI specialist Jayne Lytel as AI Architect for its subsidiary, capMedia Inc. In this role, Lytel will oversee the design and development of AI frameworks for the company’s creative platforms, strengthening the team and accelerating commercialization efforts. With extensive experience spanning publishing, technology, and artificial intelligence, she is well-positioned to enhance platform scalability and support global deployment.

This hire is part of a wider strategy to expand capMedia’s “tiny team,” bringing in senior talent to drive growth and foster strategic collaborations across the publishing, film, and gaming sectors.

About capAI plc

capAI plc is a technology company focused on AI-driven creative platforms. Its flagship products—Author42, Creator42, and Game42—integrate solutions for publishing, film, and gaming. The company leverages artificial intelligence to streamline creative processes, enhance productivity, and open new revenue opportunities across multiple media 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.

THG PLC (LSE:THG) has confirmed that Sue Farr, its Senior Independent Director, will join the Board of Vistry Group PLC (LSE:VTY) as a Non-Executive Director effective October 1, 2025. The appointment highlights potential strategic alignment between the two companies and may influence THG’s positioning in the market as well as its relationships with key stakeholders.

THG’s outlook continues to be shaped by financial headwinds. The company is contending with falling revenues, significant leverage, and persistent losses, as reflected in its negative price-to-earnings ratio. Technical indicators also point to bearish momentum. Taken together, these factors contribute to a cautious stance on the stock despite its global brand presence.

About THG PLC

Headquartered in Manchester, UK, THG PLC is a global e-commerce group operating through two main divisions: THG Beauty and THG Nutrition. THG Beauty runs leading online platforms including Lookfantastic, Dermstore, and Cult Beauty, giving consumers access to more than 1,300 third-party brands alongside its own portfolio. THG Nutrition, anchored by Myprotein—the world’s largest online sports nutrition brand—offers a wide range of health and wellness products delivered directly to consumers and through selected offline partnerships 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.

YouGov plc (LSE:YOU) has strengthened its Board with the addition of two Independent Non-Executive Directors, effective September 5, 2025. Belinda Richards, who brings extensive expertise in financial services and corporate strategy, has been named Senior Independent Director. Ian Griffiths, with a strong background in market intelligence and media, has also joined the Board as a Non-Executive Director.

The company stated that these appointments will enhance governance, support strategic objectives, and reinforce YouGov’s ability to deliver sustainable growth while consolidating its position within the industry.

From a market perspective, YouGov continues to deliver strong financial results, although profitability pressures and higher leverage remain areas of concern. Technical signals indicate potential bearish sentiment, while the company’s elevated price-to-earnings ratio raises valuation questions. Limited earnings call and corporate updates provide few additional insights at this stage.

About YouGov plc

YouGov is a global research and analytics company with a presence across the Americas, Europe, the Middle East, India, and Asia-Pacific. Leveraging a panel of millions of registered members in 55 countries, YouGov delivers real-time, data-driven insights through its proprietary technology platforms. The company is recognized as a trusted source of reliable market intelligence, helping clients make better-informed decisions.

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 initiated its first diamond drilling campaign at the Tempiute tungsten project in Nevada, representing the first activity of its kind at the site since the 1980s. The program is designed to test both historic brownfield targets and newly identified zones, with the aim of reinforcing U.S. critical mineral supply chains. Shareholders can expect a steady flow of assay results as the program progresses.

About Guardian Metal Resources Plc

Guardian Metal Resources plc is a development and exploration company with a strategic focus on tungsten assets in Nevada, USA. Its flagship projects, Tempiute and Pilot Mountain, are central to the company’s plan to build a reliable domestic supply of tungsten and contribute to national initiatives aimed at reshoring production of this key defense-related mineral.

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.