Author: Fiona Craig

Gulf Keystone Petroleum Ltd. (LSE:GKP) is set to publish its half-year 2025 results on 28 August, accompanied by a presentation for analysts and investors. The company has restarted production at the Shaikan Field following a security review and is in talks with the Kurdistan Regional Government to resume pipeline exports, pending formal agreements.

About Gulf Keystone Petroleum

Gulf Keystone Petroleum Ltd. is an independent oil and gas operator active in the Kurdistan Region of Iraq, with a focus on exploration and production. The company’s outlook reflects strong operational performance and positive analyst sentiment, though high valuation levels and operational risks remain important considerations.

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.

ITM Power (LSE:ITM) has entered a supply agreement with MorGen Energy for the 20MW West Wales Hydrogen project in Milford Haven, UK, marking a key step in the UK’s Hydrogen Allocation Round 1. The project will deploy ITM’s POSEIDON electrolyser platform, expected to commence by year-end, supplying industrial clusters and supporting green transport initiatives in Wales. This partnership highlights ITM Power’s leadership in green hydrogen and its potential to generate jobs, strengthen supply chains, and position Wales as a hub for the green hydrogen economy.

About ITM Power

Founded in 2000 and AIM-listed since 2004, ITM Power is based in Sheffield, England, and specializes in designing and manufacturing proton exchange membrane (PEM) electrolysers for producing green hydrogen from renewable electricity and water. MorGen Energy, a Trafigura subsidiary, focuses on developing large-scale, cost-efficient hydrogen production, aiming to make clean hydrogen commercially viable.

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.

Cornish Metals Inc. (LSE:CUSN) has advanced work on the New Cook’s Kitchen shaft at its South Crofty tin project, completing dewatering and refurbishment up to the mid-shaft pump station. Full completion is anticipated by Q4 2025. This milestone is critical for resuming dewatering and refurbishing the shaft down to the lower pump station by mid-2026, supporting the company’s strategic objective of moving the project closer to production.

About Cornish Metals

Cornish Metals Inc. is a dual-listed mineral exploration and development company focused on the South Crofty tin project in Cornwall, UK. The company aims to become Europe’s or North America’s only primary tin producer. South Crofty is a historic, high-grade underground tin mine with existing infrastructure and strong local and governmental support. The project is fully permitted for underground mining and the construction of a new processing facility, with the potential to create over 300 direct jobs.

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 Energy PLC (LSE:THR) has finalized a Sale and Purchase Agreement to sell a 75% stake in its US subsidiaries, which hold uranium and vanadium projects in Colorado and Utah, to Metals One PLC. The deal enables Thor to concentrate on its HY-Range natural hydrogen and helium project in South Australia, while retaining a 25% interest in the US projects and receiving Metals One shares, potentially providing substantial non-dilutive funding for future initiatives.

Thor Energy faces significant financial challenges, including a lack of revenue and liquidity constraints. Nonetheless, positive developments in the clean energy sector offer potential growth opportunities. The stock’s technical indicators remain bearish, and valuation metrics are negative, reflecting current investor caution.

About Thor Energy PLC

Thor Energy PLC is focused on hydrogen and helium exploration, critical resources in the transition to a clean energy economy. The company also maintains a portfolio of uranium and other energy metals projects.

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.

Hill & Smith PLC (LSE:HILS) posted strong unaudited results for the six months ending 30 June 2025, reporting a 4% increase in revenue and an 11% rise in underlying operating profit on a constant currency basis. The company also announced a £100 million share buyback, underscoring its robust balance sheet and financial flexibility. Performance was particularly strong in the US Engineered Solutions and Galvanizing Services divisions, fueled by sustained infrastructure demand in the US, while the UK market experienced challenges, especially in road infrastructure. Hill & Smith remains confident in its medium-term growth, supported by its solid positions in structurally growing infrastructure and built environment markets.

The company’s stock benefits from its strong financial results and strategic initiatives. Technical indicators suggest bullish momentum, although overbought signals warrant caution. Valuation appears reasonable, while the dividend yield anomaly should be monitored. Overall, Hill & Smith is well-positioned for growth, with short-term volatility possible due to technical factors.

About Hill & Smith PLC

Hill & Smith PLC is a leading provider of infrastructure and built environment solutions, focusing on enhancing resilience and sustainability. The company operates through three divisions: US Engineered Solutions, UK & India Engineered Solutions, and Galvanizing Services, manufacturing and supplying steel and composite solutions for markets including power transmission, water management, and transport infrastructure. Listed on the London Stock Exchange, Hill & Smith employs around 4,500 people across the UK, USA, and India.

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.

Evoke Plc (LSE:EVOK) announced its interim results for the first half of 2025, marking its fourth consecutive quarter of growth and a notable 44% rise in Adjusted EBITDA. Revenue grew by 3%, supported by strong international performance and operational efficiency, offsetting modest declines in UK & Ireland Online and retail channels. The company’s strategic adoption of AI and automation has improved both operational productivity and customer engagement, positioning Evoke for continued growth and profitability in the second half of 2025.

While the company demonstrates solid revenue momentum and successful corporate initiatives, financial volatility and valuation concerns remain considerations. The earnings update provided a balanced perspective on achievements and challenges, with technical indicators reflecting a neutral market stance.

About Evoke Plc

Evoke Plc is a leading global betting and gaming operator, owning well-known brands including William Hill, 888, and Mr Green. Headquartered in London and incorporated in Gibraltar, the company focuses on delivering premium betting and gaming experiences 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.

Beeks Financial Cloud Group plc (LSE:BKS) has introduced Market Edge Intelligence™, an AI and machine learning solution designed to monitor capital markets data in real time at the network edge. The platform delivers predictive insights and analytics, helping financial services firms achieve operational efficiencies and reduce costs. This launch is expected to broaden Beeks’ market presence, unlock upselling opportunities, and generate a new recurring revenue stream, further cementing its role as a leading technology provider in the financial sector.

While Beeks demonstrates strong financial fundamentals and growth potential through recent contracts and partnerships, investors should note technical signals of cautious optimism, alongside a high P/E ratio and the absence of dividend yield, which may temper investment appeal.

About Beeks Financial Cloud Group Plc

Beeks Financial Cloud Group plc is a managed cloud provider serving the capital markets and finance industry. Its Infrastructure-as-a-Service platform is optimized for low-latency private cloud computing, connectivity, and analytics, enabling seamless hybrid cloud access to trading venues, exchanges, and public clouds. Founded in 2011, Beeks is ISO 27001 certified and listed on the London Stock Exchange, with its global operations headquartered in Renfrew, UK.

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.

Oxford BioDynamics (LSE:OBD) has announced a strategic partnership with Google Cloud to strengthen its cloud-based analytics for precision medicine. Through this collaboration, OBD will scale its EpiSwitch® platform using Google Cloud’s infrastructure, enabling high-throughput, AI-driven 3D genomic analyses. The initiative aims to accelerate OBD’s digital transformation, delivering faster insights and greater accessibility for its pharmaceutical and biotech partners, while opening avenues for future commercialization of the platform.

While OBD faces financial challenges that present notable risks, recent corporate developments and certain technical strengths offer potential for growth if these issues are addressed.

About Oxford BioDynamics

Oxford BioDynamics Plc is a biotechnology company focused on identifying and developing epigenetic biomarkers for clinical diagnostics and precision medicine. Its proprietary EpiSwitch® platform detects 3D genomic markers and has applications across areas such as immuno-oncology, neurodegenerative diseases, and pharmacogenomics.

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.

Sunda Energy Plc (LSE:SNDA) has issued an update on its activities in Timor-Leste and the Philippines, confirming that drilling of the Chuditch-2 well has been rescheduled to the first half of 2026. The company is engaged in ongoing, constructive discussions with Timor-Leste authorities and partners to ensure the success of the planned campaign.

In the Philippines, Sunda is awaiting final approvals for two offshore blocks in the Sulu Sea, part of nine pending service contracts that are expected to stimulate oil and gas exploration in the region. Alongside these developments, the company is actively exploring new business opportunities aimed at expanding its asset base and driving future growth.

About Sunda Energy Plc

Sunda Energy Plc is an AIM-listed exploration and appraisal company with a focus on gas assets in Southeast Asia. Its primary activities are in Timor-Leste and the Philippines, supported by a strategy to grow and diversify its upstream portfolio.

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.

Light Science Technologies Holdings plc (LSE:LST) has released its unaudited results for the six months ended 31 May 2025, reporting continued margin expansion and its first-ever interim operating profit of £0.04 million, compared with a £0.19 million loss a year earlier. Revenue edged down slightly to £5.1 million, but gross margin surged 36.5% to reach 36.3%.

The Passive Fire Protection division delivered a notable increase in revenue share, while the AgTech arm expanded its presence in international markets. The Contract Electronics Manufacturing division concentrated on lowering reliance on a small number of customers and targeting higher-margin opportunities. The Group’s sales pipeline grew to over £58 million, and management remains confident in achieving sustained net profitability.

While recent strategic and financial progress is encouraging, profitability challenges and limited valuation transparency suggest a measured outlook. Nevertheless, the company’s focus on market diversification and global expansion positions it for further growth.

About Light Science Technologies Holdings plc

Light Science Technologies Holdings plc operates through three core divisions: Passive Fire Protection (PFP), AgTech (AGT), and Contract Electronics Manufacturing (CEM). The group designs, manufactures, and installs tailored solutions for sectors including commercial horticulture, pest control, lighting, audio, gas detection, and fire safety. Its innovations address critical global issues such as food security, climate change, and fire protection, targeting high-growth market segments.

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.