Author: Fiona Craig

Oxford BioMedica PLC (LSE:OXB) has reported a strong start to fiscal year 2025, with first-half revenues reaching £70-73 million. This represents a 38% to 44% increase compared to the same period in 2024. The company secured £149 million in new orders during H1 2025, more than doubling the previous year’s figures, and has reaffirmed its full-year revenue guidance of £160-170 million.

The company’s multi-vector, multi-site strategy is advancing well, supported by increased demand for its services and a robust order book that provides confidence in future growth. Oxford BioMedica is expanding its manufacturing and development capacity, particularly in late-stage lentiviral programs, and is enhancing its global operations to support clients across different geographies and development stages.

While the company’s strong corporate events and positive technical indicators underpin a favorable outlook, concerns remain regarding financial performance and valuation. Financial stability continues to be a key risk despite Oxford BioMedica’s strategic initiatives and market position.

More about Oxford BioMedica

Oxford BioMedica (LSE:OXB) is a global contract development and manufacturing organization (CDMO) specializing in cell and gene therapy. With 30 years of experience in viral vectors, the company collaborates with leading pharmaceutical and biotech firms to provide expertise in lentivirus, adeno-associated virus (AAV), adenovirus, and other viral vector types. Oxford BioMedica offers services spanning early-stage development through commercialization, supported by strong quality assurance and regulatory capabilities. The company is headquartered in Oxford, UK, with facilities in the UK, France, and the US.

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.

STV Group plc (LSE:STVG) has announced that its full-year revenue and adjusted operating profit for 2025 are expected to fall well below market consensus. This is due to a downturn in commissioning and advertising markets, which continue to present headwinds for the business.

In response, the company is implementing cost-saving initiatives and anticipates realizing further savings in 2026. The Audience division’s revenue and operating margin are projected to decline, reflecting persistent weakness in the advertising sector. STV Studios has experienced delays in commissioning, particularly affecting its unscripted projects, a consequence of the UK’s economic environment. However, its scripted content remains stable.

Despite these challenges, STV is advancing with strategic initiatives, including the launch of a new radio station and the consolidation of its Broadcast and Digital businesses.

STV Group’s outlook combines a history of robust financial performance with recent revenue pressures. While profitability remains under strain, balance sheet concerns persist due to negative equity and high leverage. The stock’s undervaluation and attractive dividend yield present an appealing proposition for income-focused investors. Nonetheless, mixed technical signals advise caution over the short term. Recent strategic moves and partnerships underpin the company’s potential for long-term growth.

More about STV Group plc

STV Group plc operates within the media industry, specializing in television broadcasting and production. The company provides services including advertising, content creation, and digital broadcasting, primarily targeting the UK market. Its division, STV Studios, produces both scripted and unscripted content, collaborating with major platforms such as Netflix, Apple, Sky, and the BBC.

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.

Computacenter (LSE:CCC) posted strong revenue gains in the first half of 2025, driven mainly by its Technology Sourcing division, with particularly solid results in North America and the UK markets. However, the business encountered difficulties in Germany and France, where political shifts have disrupted public sector projects.

Although net interest income declined following a share buyback, the company’s balance sheet remains healthy. With a substantial product order backlog, Computacenter is well-positioned to navigate the remainder of the year. While geopolitical tensions and macroeconomic challenges persist, there is optimism for a partial rebound in Germany’s public sector activity, though conditions in France continue to pose challenges.

Computacenter’s financial strength and recent corporate developments contribute positively to its stock rating, reflecting strong revenue momentum and a favorable outlook. Nonetheless, bearish technical signals weigh on the overall assessment. The company’s valuation is reasonable, offering moderate income potential.

About Computacenter

Computacenter is a leading independent provider of technology and IT services, supporting major corporate and public sector clients. The company specializes in sourcing, transforming, and managing technology infrastructure to enable digital transformation. Listed on the London FTSE 250, Computacenter employs over 20,000 people 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.

Ceres Power Holdings (LSE:CWR) and Doosan Fuel Cell (USOTC:DOOSF) have officially started mass production of fuel cell power systems featuring Ceres’ solid oxide technology at Doosan’s manufacturing site in South Korea. This launch marks a key milestone, as Doosan becomes the first strategic partner to scale production, focusing on markets such as AI/data centers and commercial power applications.

The partnership aims to address the growing energy demands driven by AI advancements while supporting the global shift toward a low-carbon future. Initial sales will concentrate on South Korea, targeting use cases including stationary distributed power, data centers, renewable energy grids, and maritime shipping.

Ceres Power’s robust revenue growth and strong strategic alliances are promising, though ongoing profitability challenges and valuation concerns temper the outlook. Technical indicators are showing bullish momentum, complemented by positive corporate developments and encouraging earnings call feedback, resulting in a moderately optimistic forecast.

About Ceres Power Holdings

Ceres Power Holdings plc is a frontrunner in clean energy innovation, specializing in fuel cells for power generation and electrolysers for green hydrogen production. Operating with an asset-light licensing model, the company collaborates with major global partners. Ceres’ solid oxide technology plays a crucial role in advancing energy electrification and enabling efficient green hydrogen production, aiding decarbonization efforts in industries like steelmaking and ammonia manufacturing. Listed on the London Stock Exchange, Ceres is recognized as a significant contributor to the transition toward a sustainable green economy.

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.

Kooth plc (LSE:KOO) has released its half-year trading update, highlighting operational progress and key leadership changes aimed at supporting its growth ambitions. Now in the third year of its major contract with the State of California, the company’s Soluna platform has experienced significant expansion, attracting over 128,000 young users.

Despite uncertainties around potential federal healthcare funding cuts, Kooth’s focus on youth mental health remains well-aligned with California’s priorities, helping to sustain demand. In the UK, the company maintains a stable position amid fiscal challenges and is preparing to roll out Soluna to broaden its service offerings.

To support its strategic goals and international expansion, Kooth has bolstered its leadership team, positioning the business for sustainable long-term growth.

About Kooth plc

Kooth plc is a leading digital mental health service provider, delivering accessible and secure platforms for mental wellbeing. The company focuses on early intervention and prevention through a range of therapeutic supports and interventions. Accredited by the British Association of Counselling and Psychotherapy, Kooth is the UK’s largest provider of mental health support for under-18s. The company is actively expanding internationally, with a strong focus on the growing youth mental health market in the US.

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.

Cranswick plc (LSE:CWK) reported a strong start to its financial year, with first-quarter revenue rising 9.7% year-on-year. This growth was fueled by new business wins and robust demand for the company’s premium product range. The recent acquisition of Blakemans also added to the positive momentum, while export revenues received a boost following the reinstatement of the China export license for its Norfolk pork facility.

The company is stepping up capital expenditure to improve capacity and operational efficiency, with significant investments planned for its Lincoln Pet Products site. Additionally, Cranswick has refinanced its banking arrangements, securing a £360 million revolving credit facility designed to support its ongoing growth ambitions.

Cranswick’s strong financial results, underpinned by healthy revenue and profitability gains, contribute to a favorable stock outlook. Recent corporate developments, including insider buying and strategic initiatives, further bolster confidence in the company’s future trajectory. However, technical analysis suggests a neutral outlook in the near term, and valuation metrics remain fair, reflecting the company’s growth prospects.

About Cranswick

Cranswick is a leading UK food manufacturer known for its premium fresh and added-value products. Operating 23 sites across the country, the company produces a diverse portfolio including fresh pork, poultry, gourmet foods, and pet products. Cranswick supplies major supermarket chains and holds a strong position in both the food-to-go sector and export markets.

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.

Science Group plc (LSE:SAG) reported strong interim financial results for the first half of 2025, with profit before tax rising significantly to £32.2 million. This increase was largely driven by a successful investment in Ricardo plc, which contributed a pre-tax return of £24.0 million.

Despite facing headwinds in its Professional Services Division, the Group’s adjusted operating profit improved, buoyed by solid performances within its Systems businesses. Additionally, Science Group strengthened its liquidity position, ending June 2025 with a robust cash balance of £82.0 million, providing a strong foundation for future growth initiatives.

Looking ahead, the company’s outlook is supported by solid financials and positive corporate developments. However, technical indicators such as an overbought Relative Strength Index (RSI) highlight some short-term risks. Valuation appears fair, though investors should keep a close watch on the performance of Ricardo, given its material impact on the Group’s results.

About Science Group plc

Science Group plc is a global Professional Services and Systems provider focused on driving innovation through science, technology, and engineering. The company reinvests capital generated from operations into strategic corporate opportunities, aiming to create attractive shareholder value through disciplined capital deployment and leveraging its specialized expertise.

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.

Alien Metals Ltd (LSE:UFO), in partnership with West Coast Silver Limited, has announced noteworthy assay outcomes from the Elizabeth Hill Silver Project located in Western Australia. The findings reveal elevated concentrations of silver, copper, and gold, pointing to the discovery of multiple new mineralized zones.

These promising results significantly enhance the exploration potential of the Elizabeth Hill site, strengthening Alien Metals’ position within the mining sector and supporting the company’s ongoing efforts to expand its resource base.

About Alien Metals Ltd

Alien Metals Ltd is a London AIM-listed mining exploration and development company. Its primary focus is the profitable development of the Hancock iron ore project in Western Australia through direct shipping operations. Additionally, the company holds interests in several other iron ore exploration projects and maintains a joint venture stake in the Elizabeth Hill Silver Project.

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.

GlaxoSmithKline plc (LSE:GSK) has formed a strategic collaboration with Hengrui Pharma (USOTC:JHPCY) to jointly develop up to twelve innovative therapies across Respiratory, Immunology & Inflammation, and Oncology. Central to the partnership is the development of a potentially best-in-class PDE3/4 inhibitor aimed at treating COPD.

The agreement features a $500 million upfront payment from GSK, alongside potential milestone payments that could total as much as $12 billion. By combining GSK’s extensive global reach with Hengrui’s early-stage discovery expertise, the partnership seeks to accelerate the advancement and commercialization of promising new medicines, enhancing GSK’s competitive positioning and expanding treatment options for patients worldwide.

GSK continues to demonstrate steady financial results, supported by strategic initiatives that drive growth. Recent corporate developments and earnings communications underscore the company’s proactive approach, while technical indicators suggest a neutral market stance. The stock’s valuation remains reasonable, offering potential income through dividends.

About GlaxoSmithKline

GSK is a leading global biopharmaceutical company dedicated to improving health through innovative science, advanced technology, and a skilled workforce. Hengrui Pharma is an international pharmaceutical firm focused on developing high-quality treatments for unmet medical needs, with core expertise in oncology, metabolic and cardiovascular diseases, immune and respiratory disorders, and neuroscience.

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.

SolGold plc (LSE:SOLG) has announced promising progress at its Tandayama-América deposit, a key component of the Cascabel Project in Ecuador. Initial drilling results from the first three holes have confirmed multiple high-grade copper and gold intersections, prompting the company to accelerate exploration efforts by deploying a fourth drill rig.

The ramped-up drilling campaign is aimed at evaluating the potential for integrating open-pit production from Tandayama with the planned underground operations at Alpala. This dual approach is central to SolGold’s strategy of developing a phased open-pit and underground mining complex, which could enhance project flexibility and shorten production timelines.

While SolGold continues to face financial headwinds—characterized by ongoing losses and negative cash flow—its operational progress and recent strategic initiatives offer reasons for cautious optimism. Improvements in governance and continued investment activity may support the company’s efforts to strengthen its market position, although current valuation metrics remain weak.

About SolGold plc

SolGold is a mineral exploration and development company focused on discovering and advancing world-class copper and gold assets. The company’s flagship project, Cascabel in northern Ecuador, is among the most significant undeveloped copper-gold resources globally. SolGold is committed to responsible exploration and value creation for its shareholders through strategic development and disciplined execution.

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.