Author: Fiona Craig

Concurrent Technologies Plc (LSE:CNC) has secured its largest UK defence deal to date, valued at £4 million, with a leading UK defence prime contractor. The agreement covers the supply of rugged single-board computers compliant with the VME standard, tailored to specific customer requirements, with deliveries scheduled through 2028 and options to extend into the 2030s.

The contract represents a strategic partnership emphasizing obsolescence management and technology upgrades, supporting European border security initiatives. CEO Miles Adcock noted that this deal strengthens the company’s presence in the UK defence market and reinforces its commitment to the VME standard.

Concurrent Technologies’ solid financial performance is underpinned by strong revenue growth, profitability, and stability. However, technical indicators suggest limited upward momentum, and a high P/E ratio raises concerns about potential overvaluation, moderating the outlook.

About Concurrent Technologies

Concurrent Technologies Plc designs and manufactures high-performance embedded plug-in cards and systems for a variety of applications in telecommunications, defence, security, telemetry, scientific research, and aerospace, including extreme environments. Its products feature Intel® processors—including the latest embedded Intel® Core™, Xeon®, and Atom™ processors—and comply with industry specifications while supporting major embedded operating systems. The company’s solutions are distributed 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.

Shield Therapeutics (LSE:STX) has announced that the U.S. FDA has accepted ACCRUFeR®/FeRACCRU® for Priority Review, aiming to expand its use to adolescents with iron deficiency anemia. Approval is expected in 2026. This follows successful Phase 3 trials and could broaden the treatment’s reach, offering a convenient oral option for adolescents and potentially adults who struggle to swallow capsules.

The company’s outlook is shaped by strong technical performance and market momentum. However, financial challenges, including negative profitability and cash flow constraints, weigh on its overall assessment. Additional concerns stem from valuation metrics, with a negative P/E ratio and no dividend yield affecting investor appeal.

About Shield Therapeutics

Shield Therapeutics plc is a specialty pharmaceutical company at the commercial stage, focused on treating iron deficiency, with or without anemia. Its flagship product, ACCRUFeR®/FeRACCRU® (ferric maltol), is available in the U.S. through a partnership with Viatris and licensed to pharmaceutical companies across Europe, China, and Japan.

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.

Currys plc (LSE:CURY) has delivered a strong start to the financial year, posting a 3% rise in like-for-like sales in the UK & Ireland and a 2% increase in its Nordic operations. Alongside the growth, the company unveiled a £50 million share buyback program as it continues to prioritize profitable sales and disciplined cost management.

Management remains confident in the group’s growth prospects, with a particular focus on expanding new categories and services. A key milestone includes reaching a target of at least 2.5 million iD Mobile subscribers by the end of the year. The company’s emphasis on recurring revenue streams and prudent capital deployment is expected to support stronger returns and profitability over time.

Currys’ outlook reflects stable financial performance and a favorable valuation profile. Although technical indicators point to weak momentum, strong cash flow and a low P/E ratio underpin the investment case. Profitability challenges persist, but the stock’s resilient base suggests potential for recovery.

About Currys plc

Currys plc is a leading omnichannel retailer of consumer technology, serving customers through 708 stores across six countries as well as online platforms. In the UK & Ireland, it operates under the Currys brand and runs its own mobile network, iD Mobile. In the Nordics, the group trades as Elkjøp. Currys employs more than 24,000 people and is a market leader in all the regions where it operates.

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.

Jersey Oil & Gas (LSE:JOG) has reported its interim results for the first half of 2025, underscoring active engagement with the UK government and industry groups on fiscal and regulatory consultations affecting the North Sea oil and gas sector.

The company continues to advance technical and commercial workstreams for the Buchan redevelopment project, even after stepping back from an agreement to acquire a floating production vessel. With reduced operating costs and a solid balance sheet, JOG believes it is well positioned to manage fiscal and policy uncertainty while pressing for a more supportive regime to encourage investment and safeguard domestic energy security.

About Jersey Oil & Gas

Jersey Oil & Gas is an independent upstream company operating on the UK Continental Shelf of the North Sea. Its activities focus on exploration and production, with particular emphasis on redeveloping the Buchan 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.

Savannah Resources (LSE:SAV) has reported further progress at its Barroso Lithium Project in Portugal, with advances in resource definition, project planning, and supporting infrastructure. Although delays in securing a second land easement have slightly extended the project’s timeline, the company remains confident in successful delivery, underpinned by strong community engagement and backing from Portugal’s Trade & Investment Agency.

Favorable market conditions, including rising lithium prices and stronger demand, are expected to enhance the project’s prospects and reinforce its strategic importance within the sector.

About Savannah Resources

Savannah Resources Plc is focused on developing the Barroso Lithium Project in Portugal, home to Europe’s largest spodumene lithium deposit. Recognized as a “Strategic Project” under the European Commission’s Critical Raw Materials Act, Barroso is set to play a central role in Europe’s lithium battery supply chain.

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.

Transense Technologies PLC (LSE:TRT) has launched lower-cost versions of its Translogik TLGX3 and TLGX4 tyre inspection devices, designed to make connected tyre management more accessible for fleets, OEMs, and service providers. The upgraded tools measure tyre pressure, tread depth, and RFID tags, improving accuracy, efficiency, and regulatory compliance.

By reducing price barriers, Transense aims to drive broader adoption of its solutions, supporting the shift toward AI-powered fleet management and scalable connected tyre ecosystems that meet current operational demands while preparing for future needs.

The company’s outlook is supported by strong financial performance, strategic partnerships, and growing leadership investment. Still, bearish technical signals and the absence of a dividend weigh on the overall assessment.

About Transense Technologies PLC

Transense Technologies PLC is a UK-based innovator specializing in advanced sensor technologies for the automotive and industrial sectors. Operating through its SAWsense and Translogik divisions, the company develops solutions for torque, temperature, and tyre performance measurement in demanding environments. Transense is listed on the AIM market of the London Stock Exchange and is headquartered in Oxfordshire.

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.

Beeks Financial Cloud Group plc (LSE:BKS) has signed more than $7 million worth of new Private Cloud contracts during August, reflecting strong demand from financial institutions for its secure, high-performance infrastructure services. Covering multiple regions, these agreements are expected to generate revenue within the current financial year and further support Beeks’ growth trajectory, reinforcing its role as a leading provider in the financial cloud services market.

The company maintains a solid financial foundation and growth outlook, underpinned by recent contract wins and partnerships. Even so, technical indicators call for cautious optimism, as valuation pressures persist with a high P/E ratio and no dividend yield, factors that temper its investment appeal.

About Beeks Financial Cloud Group plc

Beeks Financial Cloud Group plc is a managed cloud service provider dedicated to the capital markets and financial services industry. Its Infrastructure-as-a-Service offering delivers low-latency private cloud computing, connectivity, and analytics to enable hybrid cloud solutions. Established in 2011 and listed on the London Stock Exchange, Beeks employs over 100 people globally and is headquartered in Renfrew, 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.

First Class Metals PLC (LSE:FCM) has expanded its Sunbeam Property in Ontario, Canada, through an option agreement covering two additional claim blocks. The acquisition increases the overall landholding to more than 90 km².

Strategically located between Agnico Eagle’s Hammond Reef deposit and other regional assets, the enlarged property strengthens the company’s presence in a highly prospective gold district. First Class Metals intends to advance exploration through ongoing surveys and a cost-conscious growth strategy, with the goal of enhancing both its operational potential and industry standing.

About First Class Metals PLC

First Class Metals PLC is a UK-listed exploration company focused on discovering and developing economic metal deposits. Its activities are centered in Ontario, Canada, with a particular emphasis on gold exploration in the Hemlo camp near Marathon—an area renowned for significant gold resources.

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.

International Public Partnerships (LSE:INPP) reported strong results for the six months ending June 2025, highlighted by a 2.8% rise in Net Asset Value per share. The company also confirmed plans to return up to £200 million to shareholders through a buyback program set to run until March 2026.

Alongside these results, INPP announced major new investment commitments, including £250 million for the Sizewell C nuclear project and its selection as preferred bidder for the Moray West OFTO. These moves are designed to underpin sustainable long-term growth while strengthening returns to investors.

The company continues to demonstrate financial resilience with a solid balance sheet and steady cash generation. That said, weaker revenue expansion and profitability pressures remain ongoing challenges. Valuation metrics call for some caution given a high P/E ratio, though the stock’s attractive dividend yield provides a counterbalance. Corporate initiatives such as buybacks reinforce confidence in the firm’s outlook, supporting a cautiously optimistic view.

About International Public Partnerships

International Public Partnerships (INPP) is a FTSE 250-listed investment company specializing in high-quality, diversified infrastructure assets. Its strategy is centered on delivering sustainable capital growth and long-term value to shareholders.

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.

Eurocell plc (LSE:ECEL) posted a solid performance in the first half of 2025, recording a 9% rise in adjusted operating profit. The improvement was supported by the acquisition of Alunet and disciplined cost management, which helped offset weaker organic sales volumes and ongoing macroeconomic pressures.

The company remains focused on operational efficiency and growth initiatives, including expanding its branch network and strengthening its e-commerce platform. Shareholder returns also remain a priority, with dividends and share buybacks continuing, although management acknowledged that full-year expectations are now set below earlier forecasts.

Looking ahead, Eurocell’s stable cash flow and efficiency gains are seen as positives for its outlook. Still, slower revenue growth and rising debt represent notable risks. Technical indicators point to a cautious stance, while recent corporate actions highlight management’s confidence and commitment to disciplined capital deployment.

About Eurocell

Eurocell plc is a UK-based manufacturer and distributor serving the construction sector, with a strong focus on supplying door and window products to the trade market.

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.