Author: Fiona Craig

Physiomics plc (LSE:PYC) has announced that its total income and loss after tax for the year ending June 2025 are set to outperform market expectations, with total income rising by 46% and loss after tax shrinking by 31% compared to the prior year. The company has secured record contract wins, broadened its client portfolio, and entered new therapeutic areas, reflecting strong growth momentum and encouraging revenue prospects ahead.

Despite these positive developments, Physiomics continues to face financial challenges, including declining revenues and ongoing negative profit margins. Technical analysis indicates a bearish trend, and while recent corporate initiatives offer promising avenues for growth, valuation concerns and financial instability remain key hurdles.

About Physiomics

Physiomics plc is a specialist in mathematical modeling, data science, and biostatistics aimed at accelerating drug development and personalized medicine. The company integrates expertise across Modelling & Simulation, Biostatistics, Data Science, and Bioinformatics to support biotech and pharmaceutical clients. Its proprietary Virtual Tumour platform has contributed to over 100 commercial projects with partners such as Merck KGaA, Astellas, and Bicycle Therapeutics.

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.

Filtronic (LSE:FTC) has secured a £13.4 million agreement to supply advanced modules for an electronic sensor system within the aerospace and defense industry. This deal highlights Filtronic’s targeted growth in these sectors and demonstrates strong market confidence in their technological expertise. Production and testing of the modules will take place at the company’s newly established Sedgefield facility, with deliveries expected to commence in mid-2026. This contract supports Filtronic’s strategic expansion and promises to drive long-term shareholder value.

Filtronic’s solid financial results, alongside an expanding contract pipeline and geographic market growth, contribute positively to its outlook. While robust technical indicators underpin a strong performance score, the company’s elevated valuation slightly tempers the overall assessment.

About Filtronic

Filtronic is a specialist in high-frequency microelectronics, focusing on the development and manufacture of secure communication networks and data links. With over 45 years in the industry, the company operates two global manufacturing plants and three engineering hubs. Filtronic serves critical sectors including space, aerospace, defense, telecommunications infrastructure, and secure communications, maintaining a strong commitment to research, development, and tailored innovation that improves connectivity and data transmission.

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.

Alba Mineral Resources (LSE:ALBA) has taken a controlling stake in the Motzfeldt Critical Metals Project located in southern Greenland, a site known for its rich deposits of niobium, tantalum, zirconium, and rare earth elements. This acquisition supports Alba’s strategic focus on assets with strong production potential and positions the company to capitalize on the growing demand for critical metals driven by global decarbonization initiatives. The project is expected to strengthen Alba’s market presence and attract potential funding from government and institutional investors. To advance development at Motzfeldt and other ventures, Alba has also raised £550,000 through a recent share placing.

About Alba Mineral Resources

Alba Mineral Resources plc specializes in the exploration and development of gold and critical raw materials essential for clean energy, high-tech industries, and defense applications. The company’s portfolio includes graphite and rare earth projects, with operations centered in politically stable regions such as Greenland and Sweden.

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.

Ashmore Group PLC (LSE:ASHM) reported a $1.4 billion rise in assets under management (AUM) for the quarter ending June 30, 2025, driven by strong investment returns even as net outflows persisted. The firm experienced improved net inflows alongside reduced redemption activity and steady subscription rates amid ongoing geopolitical uncertainty. Ashmore’s broad product lineup and consistent outperformance have positioned it to benefit from increased investor focus on emerging markets, which continue to outperform developed economies.

While Ashmore sustains solid profitability and financial resilience, it faces headwinds from declining revenues and cash flow pressures. Technical indicators point to positive momentum, but valuation metrics suggest moderate appeal. The drop in AUM remains a challenge, influencing overall market sentiment toward the company.

About Ashmore Group PLC

Ashmore Group PLC is a specialist asset management firm concentrating on emerging markets. Its diverse product suite spans external debt, local currency bonds, corporate debt, blended debt, fixed income, equities, and alternative investments. Ashmore’s deep expertise and market position make it well-placed to capitalize on the strong performance of emerging economies relative to developed 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.

Gore Street Energy Storage Fund (LSE:GSF) has successfully sold Investment Tax Credits related to its ‘Big Rock’ energy storage asset for approximately $84 million, surpassing previous financial projections. The proceeds will be used to reduce outstanding debt, support ongoing project development, and allow for the issuance of special dividends to shareholders—an important capital infusion amid tight equity market conditions. This strategic move strengthens the fund’s financial flexibility and reinforces its long-term value creation strategy.

The broader energy storage sector continues to evolve rapidly, with falling costs and supportive policies driving new investment opportunities. Gore Street remains focused on capital deployment aimed at expanding capacity and securing stable, long-term returns.

About Gore Street Energy Storage Fund

Gore Street Energy Storage Fund is the UK’s first publicly listed, internationally diversified energy storage investment vehicle. The fund targets sustainable returns through investments in utility-scale battery storage assets, which are key to supporting the global shift toward a low-carbon energy system. Its portfolio approach emphasizes geographic diversification, operational scalability, and consistent dividend distributions for investors.

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.

Touchstone Exploration Inc. (LSE:TXP) has issued an operational update on the Central Block asset in Trinidad and Tobago—acquired last year from Shell Trinidad Central Block Limited—reporting average gross output of 3,023 boe/d in Q2 2025. The addition of LNG‑linked pricing for Central Block volumes has broadened the company’s revenue mix and provided greater cash‑flow certainty. Management is now awaiting government consent to proceed with the next development phase, which includes constructing new well pads to unlock further production potential.

About Touchstone Exploration Inc.

Headquartered in Calgary, Alberta, Touchstone Exploration is an on‑shore oil and gas producer active in Trinidad and Tobago. The company acquires, explores, develops, and produces petroleum and natural‑gas assets, and its shares trade on the Toronto Stock Exchange and London’s AIM market under the symbol “TXP.”

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.

Jadestone Energy (LSE:JSE) has completed drilling operations at the Skua-11ST well within the Montara field, offshore Australia. The well encountered over 900 meters of high-quality reservoir, positioning it to significantly boost early production rates. Although the project faced delays and cost overruns due to adverse weather and operational difficulties, the Skua-11ST is expected to contribute to increased production volumes, lower per-barrel operating costs, and an extended field life. These outcomes support Jadestone’s strategic focus on cost discipline and operational efficiency.

About Jadestone Energy plc

Jadestone Energy is an independent oil and gas producer focused on the Asia-Pacific region. The company holds a balanced portfolio of producing and development assets across Australia, Malaysia, Indonesia, and Vietnam. Jadestone is pursuing production growth through organic development and selective acquisitions, while prioritizing operational excellence and sustainability. The company has committed to achieving Net Zero Scope 1 and 2 greenhouse gas emissions by 2040 as part of its broader energy transition strategy.

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.

Eco Animal Health Group PLC (LSE:EAH) has reported a solid financial performance for the year ending March 2025, generating £79.6 million in revenue and improving its gross margin to 45%. Growth was particularly strong in the North American market, and the company made key advances in its research and development efforts, including the submission of a marketing application for its ECOVAXXIN® MS poultry vaccine to the European Medicines Agency. Eco also completed the sale of non-core assets, sharpening its focus on core business areas and long-term growth potential.

Despite navigating tough market conditions, the company maintained healthy cash generation. However, challenges such as pressure on profitability, reduced cash flow, and elevated valuation metrics continue to temper investor enthusiasm. While technical signals urge caution, recent strategic decisions may set the stage for improved operational performance.

About Eco Animal Health Group PLC

Eco Animal Health is an international veterinary pharmaceuticals company specializing in innovative treatments for pigs and poultry. Renowned for its flagship antimicrobial product, Aivlosin®, the company is actively expanding its presence in North America and other growth markets. Eco remains committed to advancing its R&D pipeline and delivering sustainable solutions to the global animal health 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.

PetroTal Corp (LSE:TAL) has posted robust results for the second quarter of 2025, reporting a 15% year-over-year increase in total group production. A key contributor to the performance was the successful replacement of electric submersible pumps at the Bretaña field, which helped restore substantial production volumes. Although the commissioning of a new drilling rig experienced some delays, overall year-to-date production remains on track with guidance, and capital expenditures have stayed below projected levels.

The company concluded the quarter with a healthy cash balance of $142.1 million and is actively preparing for its upcoming drilling campaign at the Los Angeles field. In leadership news, PetroTal named Max Torres as Interim Chief Operating Officer, reinforcing its operational team as it continues to scale.

About PetroTal Corp

Headquartered in Calgary, Alberta, PetroTal Corp is a publicly listed oil and gas exploration and production company focused on energy development in Peru. Its primary asset is the Bretaña Norte oil field, located in Block 95, where the company has become Peru’s leading crude oil producer. PetroTal emphasizes responsible energy production with strong community engagement and sustainability practices.

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.

Pri0r1ty Intelligence Group PLC (LSE:PR1) has launched an investigation into a potential violation of a lock-in agreement by Primorus Investments plc, which is believed to have sold its shares in Pri0r1ty prior to the expiration of the agreed 12-month holding period. The company has issued a formal letter of claim and is evaluating the possibility of legal action, pending a substantive reply from Primorus. The incident has raised concerns among investors and may influence Pri0r1ty’s legal approach and broader operational decisions moving forward.

About Pri0r1ty Intelligence Group PLC

Pri0r1ty Intelligence Group PLC is a UK-based provider of AI-driven data and marketing solutions, catering primarily to small and mid-sized enterprises. Its Software-as-a-Service platform automates key functions including social media, investor engagement, and corporate governance. The group also includes Halfspace, a marketing and technology firm that supports high-profile clients in the sports and entertainment industries, such as Premier League clubs and motorsport teams.

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.