Author: Fiona Craig

Bluebird Mining Ventures Ltd (LSE:BMV) is approaching the completion of a key agreement concerning a gold project in the Philippines. Under the terms, the company is set to receive a 10% share of profits alongside additional bonus royalty payments, reinforcing its foothold in the region’s mining sector.

This move is part of Bluebird’s innovative strategy to convert future cash flows from mining operations into Bitcoin, positioning the company at the forefront of a unique transition from physical gold assets to digital gold holdings—a first among UK-listed mining firms.

The finalized agreement is anticipated to boost Bluebird’s revenue streams and deliver enhanced returns to investors as it strengthens its presence in the Asian gold market.

About Bluebird Mining Ventures Ltd

Bluebird Mining Ventures Ltd is a pan-Asian gold exploration and development company with a strong focus on projects in the Philippines. The firm leverages its expertise and regional market presence to advance gold mining opportunities across Asia.

Intercede Group PLC (LSE:IGP) has released its preliminary financial results for the year ending 31 March 2025, recording revenues of £17.7 million. While this represents a decline compared to the previous year—largely due to a one-off perpetual license sale in 2024—the company posted a healthy net profit of £4.1 million, reflecting strong operational performance and prudent financial management.

During the year, Intercede continued to invest in product innovation and IT infrastructure, highlighted by the successful launch of MyID SecureVault. The firm also secured several key new contracts and sustained high customer satisfaction, as evidenced by a Net Promoter Score of +55.

Looking ahead, Intercede is well positioned to capitalize on expanding cybersecurity demands, driven by regulatory shifts across Europe and the United States. The company’s expertise in digital identity solutions remains crucial for sectors such as government, defense, telecommunications, and finance.

Investor confidence is supported by robust revenue management, positive technical trends, and recent corporate developments, despite a moderate valuation and no dividend payout. Notably, the lack of earnings call data did not affect the overall assessment.

About Intercede Group PLC

Intercede Group PLC is a cybersecurity software provider specializing in advanced digital identity solutions. Serving critical industries globally—including government, defense, telecoms, and financial services—the company operates across the UK, Europe, Middle East, Asia-Pacific, and the US, delivering secure, innovative technologies that protect digital access and identities.

Saga plc (LSE:SAGA) has kicked off the financial year on a positive note, with all business units performing in line with or exceeding expectations. The company’s Ocean and River Cruise and Holidays divisions have seen strong booking growth and increased revenues compared to the previous year, underpinning solid momentum in its travel portfolio.

Progress continues on the planned sale of Saga’s insurance underwriting arm to Ageas, while discussions are nearing completion on a partnership with NatWest to offer personal banking products. The company has successfully reduced its net debt, reinforcing a stable financial position as it focuses on expanding its Travel and Money segments and streamlining its Insurance business into a simpler model.

Saga’s outlook benefits from robust corporate developments and favorable technical signals indicating upward momentum. However, challenges remain in achieving stronger profitability and managing leverage, alongside valuation concerns that moderate the overall investment rating.

About Saga plc

Saga plc is a UK-based specialist catering to the over-50 market, providing a broad range of services including holidays, cruises, insurance, personal finance, and publishing. Known for its trusted brand and customer-centric approach, Saga continues to serve this demographic with tailored products and experiences designed to meet their evolving needs.

Telecom Plus PLC (LSE:TEP), trading as Utility Warehouse, has reported record profits for the financial year ending March 2025, driven by strong customer growth and operational efficiency. Despite a dip in total revenue due to falling energy prices, the company maintained profitability and increased dividends, showcasing the resilience of its business model.

Customer numbers surged by 15%, with 25,000 new accounts acquired through a deal with TalkTalk and an additional 12.6% growth achieved organically. Looking ahead, Telecom Plus is targeting another 15% increase in its customer base for FY26, aligning with its medium-term goal of reaching two million customers.

Favorable market dynamics and the company’s unique integrated utility offering—covering energy, broadband, mobile, and insurance services—position it for continued success. Its predictable revenue streams and focus on customer service provide a strong foundation for long-term growth and shareholder returns.

Stock and Outlook

With a performance rating of 73, Telecom Plus is seen as a balanced investment opportunity. Technical momentum and positive corporate developments underpin this outlook, though moderate financial challenges, such as reduced cash flow and revenue pressures, temper the forecast. The company’s solid dividend yield remains attractive to income-focused investors.

About Telecom Plus

Telecom Plus operates under the Utility Warehouse brand and is the UK’s only fully integrated multiservice provider. Customers benefit from consolidated billing for essential household services and are supported by a nationwide network of local partners who promote the service through word-of-mouth. The company’s innovative subscription model continues to drive customer loyalty and sustainable profitability.

Tiger Royalties and Investments Plc (LSE:TIG) has announced the acquisition of a second dedicated subnet—dubbed “Tiger Beta”—on the Bittensor network, marking a strategic investment of $25,000 USD. This move builds upon the company’s growing presence in the decentralized AI ecosystem and further strengthens its TAO-focused strategy.

Tiger Beta is designed to generate substantial revenue streams through TAO block rewards and emissions from the existing Tiger Alpha subnet. The acquisition enhances Tiger’s potential to capture additional protocol fees, scale its AI service offerings, and deepen its integration within the Bittensor infrastructure—one of the leading decentralized networks for AI.

This expansion underscores Tiger Royalties’ commitment to leveraging blockchain innovation for long-term growth. By capitalizing on emerging technologies and protocol economics, the company is positioning itself as a forward-thinking player in the evolving digital asset and AI landscape.

About Tiger Royalties and Investments Plc

Tiger Royalties and Investments Plc is an AIM-listed investment company focused on backing high-growth opportunities in both the natural resources and technology sectors. With a renewed emphasis on tech incubation, particularly following its 2025 acquisition of Bixby Technology Inc., Tiger seeks to foster early-stage innovation across blockchain, AI, and digital assets. The firm provides strategic capital and hands-on support to ventures poised for transformational impact.

TAO Alpha PLC (LSE:TAO), a digital asset-focused company at the intersection of blockchain and entertainment, has announced plans to raise a minimum of £100 million through a second secured convertible loan note offering. This substantial funding initiative is designed to accelerate the company’s global growth strategy and enhance its operational capabilities.

Investor interest in the raise has been strong, with notable participation from ParaFi Capital. TAO Alpha has appointed Dawson James Securities and Fortified Securities as joint agents to lead the fundraising process. The proposed loan notes are expected to include defined terms such as a fixed conversion price and a set maturity date, offering investors clarity and structure.

This capital raise marks a pivotal moment for TAO Alpha as it seeks to expand its presence across international markets and further invest in the development of its decentralized technology platforms.

About TAO Alpha PLC

Established in 2021 and based in the UK, TAO Alpha PLC operates at the cutting edge of digital innovation in the entertainment sector. The company leverages blockchain and decentralized A

Sundae Bar Plc (LSE:SBAR) has announced the implementation of a Bitcoin Treasury Management Policy, marking a significant step in its financial strategy. The move reflects the company’s view of Bitcoin as a modern store of value and potential hedge against inflation. This approach aims to enhance capital preservation while supporting Sundae Bar’s ongoing focus on developing its AI Agent marketplace.

The company has emphasized that the adoption of Bitcoin is a complementary financial measure and does not signify a shift in its core business model. Sundae Bar remains committed to its mission of building a robust, AI-driven two-sided marketplace that connects AI developers with businesses seeking intelligent automation tools.

While acknowledging the inherent risks of holding digital assets—such as price volatility and regulatory uncertainty—Sundae Bar has pledged full transparency and responsible treasury management practices to reassure shareholders.

About Sundae Bar Plc

Sundae Bar Plc is an emerging technology company dedicated to creating a dynamic marketplace for AI Agents. Its platform is designed to enable developers to distribute and monetize AI tools, while providing users—ranging from enterprises to individuals—a secure environment to discover and deploy advanced AI solutions. Following its recent AIM listing and successful £2 million fundraise, the company launched a live beta version of its marketplace featuring flagship AI agents, including Lucy (HR automation) and AROK (crypto trading). A full commercial rollout is expected in Q3 2025.

Dialight plc (LSE:DIA) has reported a return to profitability for the fiscal year ending 31 March 2025, signaling a turnaround driven by operational improvements and strategic planning. The company posted revenue of $183.5 million and an underlying operating profit of $4.2 million, supported by enhanced gross margins and greater cost efficiency.

Despite external pressures, including U.S. tariffs and a legal resolution with former partner Sanmina, Dialight has successfully executed its transformation plan. A key development includes the establishment of a new Strategy and Innovation Committee, tasked with steering long-term growth and driving innovation in the industrial LED lighting space.

These initiatives strengthen Dialight’s market position as it targets continued expansion and resilience in the face of global supply chain and regulatory challenges. The company is now better positioned to capitalize on increasing demand for sustainable lighting solutions in heavy industrial and hazardous environments.

About Dialight plc

Dialight plc is a UK-headquartered leader in energy-efficient LED lighting systems for industrial and infrastructure applications. Its products are designed to reduce energy consumption, improve workplace safety, and optimize operational performance. With a global footprint that includes operations in the U.S., Mexico, Malaysia, and Germany, Dialight serves a wide range of industries committed to sustainability and performance excellence.

Gear4music (Holdings) plc (LSE:G4M) has released its financial results for the year ending 31 March 2025, reporting solid growth across key performance metrics. Revenue climbed to £146.7 million, while EBITDA rose by 7% to £10 million. The company also posted a significant upswing in pre-tax profit, reaching £1.6 million, reflecting improved operational efficiency and strategic execution.

A notable reduction in net debt has further strengthened Gear4music’s balance sheet. The company is also reaping the benefits of reduced competition in the UK market, following the exit of two rival businesses. With positive sales momentum and a refined growth strategy in place, the board has raised its outlook for the upcoming financial year.

Despite these positive indicators, the company’s stock currently holds a moderate performance rating of 62.2, signaling a mixed investment profile. While financial fundamentals and corporate actions remain strong, technical indicators and valuation pressures continue to weigh on sentiment. Gear4music is focusing on sustainable revenue growth and leveraging acquisition opportunities to expand its market share.

About Gear4music (Holdings) plc

Gear4music is the UK’s leading online retailer of musical instruments and music equipment. Serving a broad customer base ranging from amateur musicians to professionals, the company offers an extensive catalog of products through its e-commerce platform and aims to provide high-quality service and competitive pricing across domestic and international markets.

Great Southern Copper PLC (LSE:GSCU) has reported outstanding assay results from Phase II drilling at its Mostaza Mine, located within the Cerro Negro prospect in Chile. The company revealed copper grades reaching as high as 10.4% and silver assays up to 672 grams per tonne, confirming the high-grade potential of the deposit. With mineralization located near the surface and in a low-altitude setting, the project offers favorable logistical and economic conditions for future development.

Following these strong results, the company is preparing to launch Phase III exploration activities, which will be guided by recent geophysical survey data. Great Southern Copper also retains an option to acquire full ownership of the Cerro Negro prospect, positioning itself well within the copper-silver mining space as demand for critical minerals continues to grow.

Despite these exploration successes, the company continues to face financial headwinds due to the absence of revenue and persistent negative cash flow. Although it maintains a solid equity base and benefits from encouraging technical developments and corporate momentum, the lack of a clear valuation and ongoing financial strain present challenges for investors evaluating long-term prospects.

About Great Southern Copper PLC

Great Southern Copper PLC is a UK-listed exploration company focused on discovering and developing copper and gold assets in Chile. Its primary activities center around the Cerro Negro prospect, including the Mostaza Mine, where the company is targeting high-grade copper and silver mineralization. With excellent access to regional infrastructure and mining expertise, Great Southern aims to capitalize on Chile’s globally significant copper resources.