Author: Fiona Craig

Parkmead Group (LSE:PMG) has completed the sale of its UK offshore petroleum licenses, signaling a strategic shift toward renewable energy. This transaction strengthens the company’s financial position and supports its commitment to expanding in the renewables sector, highlighted by ongoing development at the Glenskinnan Renewable Energy Park.

Alongside its renewable initiatives, Parkmead continues to deliver solid operational performance from its Dutch gas fields and Scottish wind farm. The company is also actively exploring new investment opportunities while reducing its operational presence in the North Sea.

Parkmead’s outlook balances steady financial performance with some challenges related to revenue and cash flow. Technical analysis indicates a neutral trend, while valuation metrics suggest the stock may be undervalued. The recent sale of a subsidiary to focus on onshore projects marks a positive corporate development, enhancing the company’s growth prospects.

About The Parkmead Group

The Parkmead Group operates in the energy sector, managing onshore gas production in the Netherlands and running a wind farm in Scotland. With a clear strategic pivot toward greener energy, the company aims to capitalize on expanding opportunities within the renewable energy 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.

Mitie Group plc (LSE:MTO) has started its fiscal year on a strong note, reporting a 10.1% increase in first-quarter revenue—well ahead of the broader UK facilities management market. This growth underscores the company’s successful execution of its strategy and its momentum in high-demand service areas.

A major highlight for the quarter is Mitie’s planned acquisition of Marlowe plc, expected to close in early August. The deal represents a strategic expansion into the fast-growing Facilities Compliance sector and supports Mitie’s transformation into a technology-driven, project-led facilities management leader. The acquisition has received strong backing from Marlowe’s shareholders and is anticipated to generate meaningful cost synergies and cross-selling opportunities.

Mitie’s financial performance and forward-looking strategy have reinforced its position as a key player in the sector. While valuation remains reasonable and the dividend yield is attractive, technical indicators suggest some caution may be warranted in the short term. Debt levels and market momentum will be important factors to monitor moving forward.

About Mitie Group plc

Mitie Group plc is a UK-based leader in facilities management and transformation services. The company delivers a wide range of offerings, including traditional facilities management, technical services, and project-led transformation solutions. With a focus on integrating advanced technology, Mitie supports clients across the public and private sectors in creating more efficient and innovative operational environments.

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.

Big Technologies PLC (LSE:BIG), a specialist in electronic monitoring solutions, has issued a trading update for the first half of 2025, reporting total group revenues of £24.8 million—a slight decline compared to the same period last year. However, the company achieved underlying revenue growth of 4% in its core criminal justice segment when excluding the impact of its Colombia contract.

Despite the modest revenue dip, Big Technologies continues to demonstrate financial resilience with a robust net cash position of £94.9 million. The company also announced two new contract wins, including a major renewal with Queensland Corrective Services in Australia. These developments highlight sustained demand for its services and ongoing growth potential in key markets.

While Big Technologies benefits from a strong balance sheet and stable core business, it faces challenges from operational setbacks and legal issues that may weigh on performance. Technical indicators and valuation metrics point to potential upside, but mixed corporate developments and softening revenue trends warrant caution.

About Big Technologies PLC

Big Technologies PLC is a leading provider of remote personal monitoring solutions, operating under the ‘Buddi’ brand. The company delivers integrated electronic monitoring systems that combine advanced hardware and software, primarily serving the criminal justice and remote care sectors. Offering a flexible, subscription-based model, its technology is scalable across various use cases and regions. Big Technologies supports clients ranging from government agencies to healthcare providers, with a focus on safety, compliance, and real-time monitoring capabilities.

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.

Greencore Group PLC (LSE:GNC) delivered a solid third-quarter performance for FY25, reporting a 9.9% increase in revenue to £511.1 million. The growth was supported by favorable weather conditions and new business wins, reinforcing the company’s momentum in the convenience food sector.

Operationally, Greencore achieved a 99.3% service level and introduced 168 new products during the quarter, further strengthening its market presence. Despite ongoing economic uncertainties and inflationary pressures, the company has raised its full-year guidance and now expects an adjusted operating profit between £118 million and £121 million, exceeding previous forecasts.

Greencore also provided an update on its planned acquisition of Bakkavor Group PLC. The deal, currently under regulatory review, is on track to complete in early 2026 and is expected to significantly enhance the company’s scale and capabilities in the fresh food segment.

The company’s technical indicators are strong, and the strategic Bakkavor acquisition supports a favorable long-term stock outlook. While the financial performance is solid, managing debt levels and continuing to improve profitability remain key priorities. Valuation metrics appear average, suggesting moderate appeal for investors.

About Greencore Group

Greencore Group PLC is one of the UK’s leading manufacturers of convenience foods, supplying a wide range of customers including major supermarkets, discounters, coffee shops, travel retailers, and foodservice operators. Its core product categories include sandwiches, salads, sushi, ready meals, soups, and sauces. Headquartered in Dublin, Ireland, Greencore operates 16 manufacturing facilities and 17 distribution centers across the UK. In FY24, the company generated revenues of £1.8 billion and employed approximately 13,300 people.

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.

Headlam Group PLC (LSE:HEAD) has reported a 3.8% decline in revenue for the first half of 2025. However, the company noted encouraging signs of recovery, with June marking the first month of revenue and volume growth since early 2022. This shift is seen as an early indicator of momentum in the company’s ongoing transformation efforts.

As part of its strategic overhaul, Headlam is implementing centralized procurement and operational restructuring, aiming to drive substantial cost savings and improve profitability. Despite near-term challenges, the Board remains confident that full-year results will align with expectations, supported by a strong balance sheet and recent strategic financial initiatives such as the sale and leaseback of a distribution center.

The company’s outlook remains mixed, with technical indicators and weak interim performance weighing on sentiment. Nonetheless, recent positive corporate actions—including strengthened liquidity and signs of insider confidence—offer potential for recovery and long-term improvement.

About Headlam Group

Headlam Group PLC is the UK’s largest distributor of floor coverings, offering a diverse selection of products sourced from around the world. Serving a wide customer base that includes retailers, contractors, and housebuilders, the company provides comprehensive services, including ecommerce support and nationwide distribution, operating across both the UK and Continental Europe.

Compass Group PLC (LSE:CPG) has raised its profit outlook for fiscal year 2025, supported by strong organic growth and outperformance in its mergers and acquisitions strategy. The company reported 8.6% organic revenue growth for the third quarter, with particularly strong momentum in its North American operations.

Further strengthening its market position, Compass has announced the planned acquisition of Vermaat Groep B.V., a leading premium food services company based in Europe. The deal, valued at approximately €1.5 billion, is subject to regulatory approval and is expected to significantly enhance Compass’s European footprint and reinforce its position in the high-end segment of the food services market.

The company’s robust financial performance and strategic developments are key drivers of its positive investment profile. While technical indicators offer a mixed outlook, they have not significantly weakened investor sentiment. Compass’s high valuation relative to peers suggests it may offer more potential for long-term growth than immediate short-term returns.

About Compass Group

Compass Group PLC is a global leader in the food services industry, delivering catering and support services across a wide range of sectors. The company is known for its focus on high-quality food solutions and has a strong presence in both North America and international 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.

SpaceandPeople PLC (LSE:SAL) has delivered a positive trading update for the first half of 2025, highlighting strong momentum in the UK brand experience market. The company reported revenue of £3.7 million, a notable increase from £2.9 million in the same period last year. Financial performance also improved, with the business reaching break-even compared to a £0.2 million loss during H1 2024.

This progress is credited to strategic investments in warehousing and operational efficiencies that have streamlined the company’s cost structure. Looking ahead, SpaceandPeople expects full-year revenue to reach approximately £8.3 million, with projected profit before tax of £0.5 million. Additionally, the firm has significantly strengthened its net cash position.

Investor sentiment remains upbeat, driven by the company’s financial recovery, healthy cash flow, and attractive valuation suggested by a low price-to-earnings ratio. While technical indicators point to bullish momentum, overbought signals and a history of asset decline and volatility call for measured optimism. Recent corporate developments further support a positive outlook.

About SpaceandPeople

SpaceandPeople is a UK-based specialist in brand experience, retail marketing, and promotional events. The company focuses on creating impactful brand engagement strategies across retail and public venues, helping clients connect with consumers in dynamic and effective ways.

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.

Fulcrum Metals PLC (LSE:FMET) has successfully raised £1.045 million through a placing and subscription of new shares, bolstered by a strategic investment of £175,000 from Metals One PLC. This capital increase significantly strengthens the company’s financial position, enabling them to advance the Teck Hughes project and pursue further collaborations with Metals One. These partnerships could potentially expand the application of their technology beyond its current use in Canada.

The funds will be allocated to project development, enhancing working capital, and reducing debt, all of which position Fulcrum Metals for future growth and greater operational efficiency.

About Fulcrum Metals PLC

Fulcrum Metals PLC is an AIM-quoted company operating in the mining sector, focusing on the innovative recovery of precious metals from mine waste. The company is pioneering advanced technologies to optimize the extraction process, emphasizing sustainable and efficient resource utilization.

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.

Netcall (LSE:NET) has announced strong financial results for the fiscal year ending June 2025, reporting a 23% year-on-year increase in revenue to £48.0 million. Adjusted EBITDA also rose 17% to £9.8 million.

The company attributes this performance to the rapid growth of its Liberty Cloud platform, which experienced a 52% surge in Cloud Annual Contract Value (ACV), now accounting for 80% of its total ACV. This surge reflects growing demand for artificial intelligence and automation technologies, as well as the successful incorporation of recent acquisitions, including Govtech and Parble. The company also benefits from a healthy project pipeline in the public sector.

Maintaining a debt-free balance sheet and solid cash reserves, Netcall is well-positioned to sustain its growth trajectory. While Netcall stands out for its solid financial footing and consistent governance, analysts caution that the stock appears technically overbought, and its elevated price-to-earnings ratio could suggest limited upside in the short term. As a result, the overall outlook remains cautiously optimistic.

About Netcall

Netcall is a prominent provider of intelligent automation and customer experience solutions. Through its Liberty platform, the company helps organizations modernize their operations. Its client base spans key sectors such as enterprise, government, and healthcare, with notable customers including NHS Acute Health Trusts, Legal & General, Lloyds Banking Group, Aon, and Santander.

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.

BAE Systems (LSE:BA.) has landed a $12 million contract from defense contractor L3Harris to carry out critical hardware upgrades on two Gulfstream G550 aircraft destined for the Italian Air Force.

Under the agreement, BAE Systems will deliver key structural and electrical modifications—including racks, radomes, cabling, and harnesses—designed to accommodate sophisticated electronic warfare systems, the company said in a statement.

Once outfitted, the upgraded jets will feature advanced tools intended to jam and neutralize enemy communications, navigation systems, command and control networks, and air defense infrastructure.

“This modification work is a critical step toward delivering advanced EA capabilities to the Italian Air Force,” said Cory Casalegno, director for Coalition Electronic Attack at BAE Systems. “Providing high-powered, long-range jamming capabilities to an important U.S. ally broadens the strength of the global allied fleet and supports the mission of the U.S. Air Force.”

These capabilities will leverage the G550’s high-performance design—particularly its long range and operational altitude—to carry out electronic attacks from safer stand-off distances, minimizing risk while degrading enemy situational awareness and electromagnetic spectrum access.

BAE emphasized that the new systems are compatible with existing U.S. Air Force electronic warfare capabilities. The company brings decades of experience in adapting electronic warfare technologies to various airborne platforms, striking a balance between performance and aircraft limitations in terms of size, weight, and power.

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.