Author: Fiona Craig

International Personal Finance Plc (LSE:IPF) has provided an update on its ongoing discussions with BasePoint Capital LLC regarding a possible cash acquisition of the company’s entire share capital. The deadline for BasePoint to declare its formal intention to proceed with an offer has been extended to 24 September 2025, giving both parties additional time to negotiate terms. If successful, the deal could result in a major shift in the company’s ownership structure, with potential implications for its market positioning and stakeholder interests.

From an investment perspective, International Personal Finance appears attractive, supported by a low P/E ratio and a high dividend yield that appeal to value-focused investors. Technical analysis points to positive momentum, though near overbought conditions suggest some caution is warranted. Financially, the business demonstrates solid profitability but faces challenges with cash flow management. While the stock maintains a favorable profile, greater stability in cash flow will be key to sustaining long-term growth.

About International Personal Finance

International Personal Finance Plc is a financial services company specializing in personal loans and consumer finance products. The business primarily serves emerging markets, offering accessible credit solutions to individuals who often lack access to traditional banking channels.

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.

Critical Mineral Resources PLC (LSE:CMRS) has expanded its presence in Morocco’s Agadir Melloul district with the acquisition of three new permits and exclusivity rights over six additional areas. This strategic move enhances the company’s exploration portfolio in the region. Working through a joint venture, Critical Mineral Resources is progressing its sediment-hosted copper project, with upcoming plans for diamond core drilling and the potential development of an open-pit mine. Management believes these initiatives could materially advance operations while offering strong value creation for stakeholders.

About Critical Mineral Resources PLC

Critical Mineral Resources PLC is a mining company focused on the exploration and development of key mineral resources. Its core activities center on copper and silver projects, particularly sediment-hosted systems in Morocco, where it is building a significant exploration footprint.

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.

Thor Explorations Ltd (LSE:THX) has released additional results from its maiden drilling program at the Guitry Gold Project in Côte d’Ivoire, confirming further high-grade gold mineralization at depth. Significant intersections were recorded across both the Central and Southern Zones, strengthening confidence in the project’s potential. Following the rainy season, the company intends to resume exploration activities with the goal of outlining an initial resource estimate before the end of the year. This progress reinforces Thor’s growing presence in the West African gold sector and highlights Côte d’Ivoire’s potential as an emerging hub for major gold discoveries.

About Thor Explorations

Thor Explorations Ltd operates in the mining sector with a focus on gold exploration and production. The company is primarily active in West Africa, targeting regions recognized for their large-scale 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.

Synergia Energy Ltd (LSE:SYN) has reported new progress on its Cambay PSC project in India, where it retains a 50% working interest. Selan Exploration Technology Limited is preparing to mobilize the Aakash 50T rig to install a sucker rod pump at the Cambay C-64 site by mid-September, followed by the drilling of a new well scheduled for October 2025. Under the terms of a Farm In / Farm Out agreement with Synergia, Selan will bear the associated costs. These developments are expected to advance the project’s growth trajectory and may strengthen Synergia’s operational and market standing.

The company’s outlook remains challenged by ongoing financial difficulties, which create substantial risk. Nevertheless, its low P/E ratio suggests the stock may be undervalued. Corporate actions, including strategic asset sales, add a potential positive catalyst, though mixed technical indicators contribute to an uncertain short-term picture.

About Synergia Energy Ltd

Synergia Energy Ltd is an energy company engaged in the exploration and development of oil and gas resources. Its core assets include a 50% stake in the Cambay PSC in India, where the company is working to unlock value through development drilling and production enhancements.

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.

Personal Group Holdings Plc (LSE:PGH) has confirmed that it will announce its interim financial results for the first half of 2025 on September 16, 2025. To accompany the release, the company will host online presentations for both analysts and retail investors, underscoring its ongoing commitment to transparency and open dialogue with stakeholders. These sessions are expected to highlight the company’s strengths and reinforce its position in the workforce benefits and insurance market.

The group’s outlook remains robust, supported by solid profitability, strong cash flow management, and recent strategic initiatives. While technical indicators suggest bullish momentum, investors are urged to remain mindful of potential overvaluation risks, as reflected by the elevated RSI. On a valuation basis, the company trades at a reasonable P/E ratio and continues to offer an attractive dividend yield.

About Personal Group Holdings

Personal Group Holdings Plc specializes in workforce benefits and health insurance, providing accessible and affordable coverage to around 1.25 million employees across the UK. Its offerings include individual plans covering hospital stays, recovery, and death benefits, alongside its award-winning digital benefits platform, Hapi, which integrates employee rewards, discounts, and wellbeing services. Based in Milton Keynes, the company serves a wide range of blue-chip clients, including British Airways and Royal Mail Group, cementing its reputation as a leading player in the sector.

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.

Anexo Group PLC (LSE:ANX) has revealed plans to remove its ordinary shares from trading on AIM and convert to private limited company status. The proposal, which is subject to shareholder approval, already has the backing of Alabama Bidco Limited, the company’s majority shareholder, making approval highly likely. Management has scheduled a general meeting to finalize the decision, stating that the move aligns with the long-term interests of all stakeholders.

The company’s outlook is shaped by significant corporate developments and a perception of undervaluation, though these positives are counterbalanced by weak financial performance and bearish technical indicators. While investor support and strategic initiatives provide encouragement, addressing operational inefficiencies and cash flow challenges remains critical for improving performance in the years ahead.

About Anexo Group Plc

Anexo Group Plc operates as an integrated provider of credit hire and legal services. Its distinctive business model combines a direct-to-market Credit Hire operation with its in-house legal practice, Bond Turner. The company primarily serves motorists who are not at fault in accidents but lack the financial resources or access to replacement vehicles. Services include provision of Credit Hire cars, repair and recovery solutions, and claims management. Bond Turner supports cost recovery through settlements or court proceedings and also handles personal injury claims.

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.

Fusion Antibodies plc (LSE:FAB) has signed three additional contracts with a U.S.-based biotech partner, following the success of their earlier Cell Line Development project. The agreements, worth roughly $460,000 in total, are expected to provide a meaningful boost to the company’s results for the fiscal year ending March 2026. This development reflects Fusion’s strong track record in therapeutic antibody services and reinforces its potential within the pre-clinical antibody discovery and engineering market.

Despite these encouraging contract wins, Fusion Antibodies continues to grapple with serious financial challenges, including falling revenues and heavy losses. Technical indicators point to ongoing bearish momentum, and valuation data highlight the company’s unprofitability. Even so, recent fundraising efforts and strategic collaborations offer a measure of optimism for future progress. In the near term, however, concerns over financial stability weigh heavily on its overall outlook.

About Fusion Antibodies Plc

Fusion Antibodies plc is a contract research organization headquartered in Belfast, specializing in antibody engineering for therapeutic and diagnostic applications. Founded in 2001 as a spin-out from Queen’s University Belfast, the firm provides services such as antibody creation, development, production, characterization, and optimization. With a global client base that includes eight of the world’s top ten pharmaceutical companies, Fusion’s mission is to accelerate drug discovery through innovative antibody platforms.

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.

Panthera Resources Plc (LSE:PAT) has published its audited financial statements for the year ending March 31, 2025, underscoring its ongoing focus on gold exploration and project development. A key issue for the company remains its arbitration case against the Government of India concerning the Bhukia Project, where Panthera is seeking $1.58 billion in damages. Meanwhile, in West Africa, the company has advanced its exploration portfolio, reporting encouraging drilling outcomes and expanding its ownership stake in the Kalaka Project in Mali. Despite recording financial losses, Panthera emphasized its dedication to delivering long-term value to shareholders while navigating its legal and operational challenges.

From a market standpoint, Panthera Resources demonstrates solid technical momentum, though its weak financial footing and lack of profitability continue to dampen its overall investment appeal. While recent project milestones offer growth potential, the business remains exposed to high risks tied to operating losses and reliance on external capital.

About Panthera Resources Plc

Panthera Resources Plc is a gold exploration and development company with key interests in India and West Africa. Its strategy centers on realizing the potential of the Bhukia Project in Rajasthan, India, alongside advancing its portfolio of gold projects across West Africa.

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.

Riverstone Energy Limited (LSE:RSE) has launched a Managed Wind-Down process after gaining shareholder approval, with the objective of gradually realizing value from its current portfolio. The move reflects growing headwinds in the global economy, including geopolitical risks and shifting policy landscapes that continue to weigh on the energy industry. As part of the plan, the company will stop making new investments and instead prioritize returning funds to investors through compulsory share redemptions. The Investment Manager will remain in charge of overseeing the wind-down through at least 2027.

The company’s near-term outlook remains clouded by weak financial performance, particularly ongoing losses in revenue and cash flow. Although Riverstone Energy maintains a relatively solid balance sheet and has pursued share repurchases to support shareholder value, its overall valuation and technical indicators remain unfavorable. A meaningful turnaround in core financial results will be critical if the company hopes to improve investor sentiment and strengthen its market standing.

About Riverstone Energy

Riverstone Energy Limited invests across the energy sector, with exposure to both conventional and renewable energy opportunities. Its strategy has centered on building a diversified portfolio aimed at enhancing shareholder returns through selective investments in energy assets.

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.

Despite geopolitical uncertainty weighing on global markets, crude oil prices have stayed within a relatively narrow range, underpinned by firm demand and supply challenges that continue to support energy companies’ earnings outlook.

In a note to clients on Monday, Barclays energy analyst Amarpreet Singh reaffirmed a bullish stance on the sector, highlighting steady consumption trends and ongoing production shortfalls among key suppliers.

Fresh industry data revealed that global oil inventories actually fell during the first half of 2025, defying earlier forecasts that called for a build-up.

“In addition to the lack of inventory build-up in H1 25, evidence of supply constraints among OPEC+ members also bolsters our constructive view on oil prices,” Singh said.

Although OPEC+ officially raised its collective output target by 1.4 million barrels per day by July, the group managed to increase production by only 0.5 million barrels per day, reflecting difficulties among several members in meeting their quotas.

Geopolitics remain a major wildcard. The recent Trump-Putin meeting produced no breakthrough on Ukraine, leaving the door open to fresh sanctions on Russia. At the same time, Iran faces a late-August deadline to return to nuclear negotiations or face broader UN penalties. The U.S. has already moved to tighten restrictions on Iranian crude exports, developments that Barclays believes could further strain supply and keep prices supported.

Outside the OPEC+ alliance, U.S. output has largely followed expectations, though weekly figures suggest a modest pullback since late 2024. Brazil, meanwhile, exceeded forecasts in July, with production approaching 4 million barrels per day as new pre-salt wells began operations.

“Based on the expected development pipeline and our view of base declines, we think oil output growth from Brazil will likely decelerate sharply again next year,” Singh noted.

Looking ahead, Barclays continues to forecast prices above both market futures and the broader consensus. For Brent crude, the bank projects $74 per barrel in Q4 2025 and $70 in Q1 2026, compared with lower levels implied by forward curves. For WTI, the forecast sits at $71 and $67, also topping expectations.

“Oil markets defied expectations of a large surplus in H1 25 and key OPEC+ producers have not been able to keep up with the increase in production targets,” Singh said.

The bank also reiterated its recommendation to remain long WTI calendar spreads, expecting further upside from tightening supply dynamics.

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.