Author: Fiona Craig

Beeks Financial Cloud Group plc (LSE:BKS) has reported strong commercial momentum after securing two substantial Proximity Cloud contracts. The company has signed a £1.9 million agreement with a major South African bank and a £2 million extension with a large FX broker, both spanning five years. These wins illustrate the expansion potential of Beeks’ Exchange Cloud deployments and underscore growing demand from leading financial institutions. Revenue generation from these contracts is slated to begin in the second half of FY2026, supporting the company’s financial outlook and reflecting confidence in its scalable, secure cloud infrastructure.

While Beeks benefits from a solid balance sheet and meaningful growth drivers, technical signals advise some caution. The company’s high price-to-earnings ratio raises valuation concerns, and the absence of a dividend may temper appeal for income-focused investors. Nonetheless, its recent contract successes and strategic partnerships highlight a strong growth trajectory.

More about Beeks Financial Cloud Group plc

Beeks Financial Cloud Group plc is a specialist managed cloud provider serving capital markets and financial services organisations. Its Infrastructure-as-a-Service platform delivers low-latency private cloud compute, connectivity, and analytics, enabling seamless access to exchanges, trading venues, and public cloud environments. ISO 27001 certified and listed on the London Stock Exchange, Beeks has grown steadily since its 2011 founding and now employs more than 100 staff worldwide.

IQE plc (LSE:IQE) has renewed its multi-year strategic supply agreement with Lumentum Holdings Inc., reinforcing a long-standing partnership centred on IQE’s expertise in VCSEL technology. The collaboration underpins Lumentum’s 3D sensing portfolio, which is integral to applications spanning consumer electronics, automotive LiDAR systems, and in-cabin monitoring. The extended agreement is expected to catalyse further innovation and broaden the deployment of advanced sensing technologies in next-generation consumer and automotive products, strengthening IQE’s competitive position within the compound semiconductor industry.

While this strategic development is positive, IQE continues to grapple with operational and financial challenges. Persistent losses, negative margins, and ongoing cash flow pressures have weighed on performance, while technical indicators reflect a bearish trend. Valuation metrics also remain strained. Nonetheless, the company’s strategic review and sustained investment in innovation offer pathways to potential future improvement.

More about IQE plc

IQE plc is a global leader in compound semiconductor wafer supply, providing advanced epitaxial materials for applications spanning smart connected devices, telecoms infrastructure, automotive and industrial systems, and aerospace and security. Headquartered in Cardiff, the company operates manufacturing facilities across the UK, the US, and Taiwan. IQE is listed on London’s AIM market and holds a significant intellectual property portfolio that supports high-quality, cost-efficient production of epitaxy wafers.

Proteome Sciences (LSE:PRM) has secured a substantial new contract valued at more than £500,000 to deliver mass spectrometry services in support of a clinical trial for a US-based biopharmaceutical company. Chief Commercial Officer Richard Dennis noted increased interest from customers and expects this heightened demand to persist through 2024. Leveraging the company’s Good Clinical Laboratory Practice accreditation, most of the contracted work is scheduled for completion within the current financial year.

Despite this encouraging commercial development, Proteome Sciences continues to face significant financial headwinds. The company has been contending with shrinking revenues, ongoing losses, and elevated debt levels. Technical indicators reinforce a bearish outlook, with shares trading below key moving averages and showing weak momentum. A negative price-to-earnings ratio and absence of dividend payments further strain valuation metrics, contributing to a challenging overall outlook.

More about Proteome Sciences

Proteome Sciences is a biotechnology company specialising in proteomics, focusing on the discovery and development of protein biomarkers for use in diagnostics and therapeutics. Listed on the AIM market, the company is committed to expanding both its scientific capabilities and commercial footprint within the biopharma sector.

Rockfire Resources PLC (LSE:ROCK) has released an update on ongoing drilling at its Molaoi zinc project in Greece, reporting continued success as the campaign advances. Recent drilling has intersected notably high grades of zinc, silver, and lead, with the company aiming to upgrade the existing resource from Inferred to Indicated status. The Molaoi site is also believed to contain Europe’s only defined Inferred Resource of germanium, adding strategic value to the project. Alongside drilling, Rockfire has begun work on long lead-time components of its pre-feasibility study — including hydrological and ecological assessments — to ensure the study can be completed efficiently ahead of future mining activities.

More about Rockfire Resources PLC

Rockfire Resources PLC is an exploration company focused on gold, base metals, and critical minerals. Its flagship asset is the high-grade zinc, lead, silver, and germanium deposit at Molaoi in Greece. The company also maintains a portfolio of gold, copper, and silver exploration projects in Queensland, Australia, including the Plateau and Marengo prospects, as it seeks to advance and develop valuable mineral resources across its portfolio.

Harbour Energy (LSE:HBR) has reached an agreement to divest its stakes in Indonesia’s Natuna Sea Block A field and the Tuna development project to Prime Group for a total consideration of $215 million. The transaction is scheduled to close in the second quarter of 2026. The sale reflects Harbour’s strategy to streamline its portfolio and focus capital on its most competitive opportunities, while still retaining a regional footprint through its remaining interests in Indonesia.

Harbour Energy’s broader outlook remains shaped by strong operational delivery and shareholder-focused actions such as ongoing share buybacks. Although these measures support investor value, the company continues to face pressures from a negative price-to-earnings ratio and bearish technical signals. A robust dividend yield and constructive sentiment from recent earnings calls offer some balance, but underlying profitability challenges continue to temper expectations.

More about Harbour Energy

Harbour Energy plc operates across the upstream and downstream oil and gas value chain, with assets in multiple international regions. Its Indonesian portfolio has included involvement in the Natuna Sea Block A field and the Tuna development project, contributing to its presence in Southeast Asia.

Sound Energy PLC (LSE:SOU) has started the initial commissioning phase for the TE-5 Horst development within the Tendrara Production Concession, marking the first entry of gas into the project’s gathering system. Working alongside partners Mana Energy Ltd and Italfluid Geoenergy S.r.l., the company is progressing toward supplying LNG to industrial customers in Morocco under a ten-year offtake agreement with Afriquia Gaz. Revenue is anticipated to begin flowing in late Q1 or Q2 2026, transitioning Sound Energy into a revenue-producing operator and further supporting Morocco’s broader shift toward cleaner domestic energy sources.

More about Sound Energy

Sound Energy is a UK AIM-listed transitional energy company focused on onshore gas discovery, development, and production in Morocco, while also advancing initiatives in renewable power generation. The company plays a key role in the country’s move away from imported coal and hydrocarbons toward sustainable local energy. Its portfolio includes a 25-year development concession at Tendrara, where a micro-LNG project is in progress and a larger Phase 2 piped-gas scheme is planned. Sound Energy is additionally exploring opportunities in renewables and hydrogen through partnerships with Moroccan industry stakeholders.

Thruvision Group plc (LSE:THRU) has received a Notice of Intent to Award for its SpotCHECK screening technology, which will be deployed to support aviation worker screening at a major airport in the US Pacific Northwest. The agreement, expected to be formally completed by 13 December, underscores the company’s adherence to TSA requirements and reflects ongoing efforts to showcase its security solutions at key industry events. The development strengthens Thruvision’s profile within the broader security technology sector.

Even with this positive commercial milestone, Thruvision continues to grapple with financial pressures, including falling revenue and persistent profitability challenges. Technical indicators point to a bearish trajectory, and the company’s valuation remains constrained by a negative price-to-earnings ratio. While recent product advances and contract opportunities offer some encouragement, the wider outlook remains tempered by strategic and financial uncertainties.

More about Thruvision Group plc

Thruvision Group plc is a global provider of walk-through security screening systems used by government agencies and commercial clients in more than 30 countries. Its patented technology leverages advanced AI-driven detection algorithms to identify concealed metallic and non-metallic items quickly and safely. The company maintains operations and manufacturing facilities in both the UK and the US, supporting efficient deployment of its solutions worldwide.

Big Technologies PLC (LSE:BIG) has secured a series of new contracts across Lithuania, Latvia, and Pierce County in Washington State, alongside a fresh agreement in Prince Edward Island, Canada. These wins are expected to contribute to annual recurring revenue from 2026 onward, helping diversify the company’s customer base and extend its international presence. The firm has also entered a strategic partnership with Recovery Monitoring Solutions to expand the Buddi product suite in the United States. In addition, Big Technologies has launched AlcoBreath, a compliance-focused alcohol monitoring device that recently received FCC approval, opening the door to a significant new market. With a solid balance sheet and ongoing strategic execution, management remains confident in delivering on full-year revenue and EBITDA targets, laying a foundation for continued growth.

Despite its operational progress, Big Technologies faces near-term market pressures. Technical indicators point to a bearish trend, and the valuation appears challenging. Although recent corporate developments support a positive long-term narrative, ongoing legal risks remain an important consideration for investors.

More about Big Technologies PLC

Big Technologies is a leading provider of remote personal monitoring solutions, best known for its ‘Buddi’ brand. The company integrates advanced hardware with sophisticated software to deliver secure, reliable monitoring systems for the criminal justice sector and other applications. Its subscription-based, SaaS-style platform is designed for scalability and flexibility, enabling deployment across a wide range of geographies and use cases.

Cloudbreak Discovery PLC (LSE:CDL) has carried out its inaugural site assessment at the Crofton Gold Project in Western Australia, an area where earlier work has uncovered notable gold and silver grades. During the visit, the team collected 54 samples across multiple target zones to guide the design of upcoming exploration campaigns. The project is characterised by widespread quartz veining, a feature often associated with meaningful gold and silver mineralisation. A structured exploration programme is scheduled to begin in early 2026, incorporating soil and rock-chip sampling as well as detailed geological mapping. With gold and silver prices at elevated levels, the initiative could strengthen Cloudbreak’s asset base and enhance its overall exploration potential.

Cloudbreak Discovery PLC continues to face steep financial challenges, including a lack of revenue and ongoing losses that weigh on performance. Although technical indicators suggest pockets of short-term momentum, broader long-term signals remain unfavourable and the company’s valuation is constrained by a negative price-to-earnings ratio. Strategic restructuring steps offer some encouragement, but these have yet to translate into stronger financial outcomes, leaving the stock firmly in high-risk territory.

More about Cloudbreak Discovery PLC

Cloudbreak Discovery PLC is an exploration-focused resources company specialising in gold, precious metals, and base metals. Its operations are centred in Western Australia, where it aims to generate near-term cash flow and build shareholder value through a diversified pipeline of mineral projects. The company employs a generative, multi-asset approach designed to capture opportunities across the commodity cycle while advancing high-potential exploration targets.

Sunrise Resources (LSE:SRES) has extended the option period tied to the proposed $800,000 sale of its Hazen Project in Nevada. The prospective buyer, a major US-based company, is continuing its evaluation of the asset. The Hazen Project contains a high-quality glassy pumice deposit that satisfies ASTM requirements for natural pozzolan and also offers potential as a lightweight aggregate, giving it strategic value for concrete markets across the region.

Despite this positive corporate development, Sunrise Resources faces ongoing headwinds. The company continues to struggle with profitability and cash generation, and technical indicators point to persistent bearish momentum. Its valuation also remains pressured, reflected in a negative price-to-earnings ratio. While the Hazen Project progress adds a degree of optimism, sustained improvements in financial performance will be needed to shift investor sentiment.

More about Sunrise Resources

Sunrise Resources Plc is engaged in the exploration and development of mineral projects, with a particular emphasis on natural pozzolan — a cement and fly ash substitute used in concrete production. The company targets regional markets in northern California, Reno, and northern Nevada, and benefits from transport access via nearby rail infrastructure.