Author: Fiona Craig

Applied Nutrition PLC (LSE:APN) has reported strong full-year results for the fiscal year ended July 31, 2025, with revenue rising 24.2% to £107.1 million, surpassing its IPO guidance and meeting market expectations. The company attributed this growth to robust international sales, successful product launches, and the completion of a major factory expansion, which has boosted its production capacity to around £200 million in annual revenue potential.

With momentum continuing into FY26, Applied Nutrition is on track to capture greater market share both domestically and abroad. Ongoing capital investments aimed at enhancing production efficiency and innovation are expected to further strengthen the company’s competitive position and support its long-term growth ambitions.

More about Applied Nutrition PLC

Applied Nutrition PLC is a UK-based leader in sports nutrition, health, and wellness, dedicated to developing innovative, high-quality nutritional products for athletes, fitness enthusiasts, and health-conscious consumers. Its products are distributed in over 85 countries, supported by a global business-to-business sales model that enables efficient market expansion. The company’s portfolio includes four core brands—Applied Nutrition, ABE, BodyFuel, and Endurance—and it continues to build a reputation as one of the most trusted and forward-thinking brands in the global nutrition industry.

Ondo InsurTech Plc (LSE:ONDO) has announced a new partnership with Westfield Insurance to deploy 10,000 LeakBot devices across Ohio, Indiana, and Pennsylvania. The initiative forms part of Westfield’s proactive claims prevention strategy, aimed at improving the customer experience by identifying and addressing water leaks before they cause significant damage—a leading source of home insurance claims. By integrating LeakBot’s smart leak detection technology, the partnership seeks to lower loss costs and enhance overall claims efficiency.

While the collaboration highlights strong commercial traction, Ondo InsurTech’s financial outlook remains challenging due to ongoing losses and high leverage. Technical indicators currently suggest a neutral trading trend, and valuation metrics continue to reflect the company’s financial headwinds.

More about Ondo InsurTech Plc

Ondo InsurTech Plc is a specialist provider of home insurance claims prevention technology, best known for its LeakBot device, which detects hidden leaks and alerts homeowners to prevent costly water damage. As the largest contributor to home insurance claims globally, water damage represents a key focus area for Ondo’s innovation. The company partners with 25 insurance carriers across Europe and the United States and proudly holds the London Stock Exchange Green Economy Mark for its contributions to sustainable risk reduction in the insurance industry.

Strategic Minerals (LSE:SML) has reported encouraging new assay results from its Redmoor project in Cornwall, confirming high-grade tin mineralization and updated tungsten equivalent calculations that significantly increase the project’s total contained metal. Results from drillhole CRD033 highlight the polymetallic nature of the deposit, with valuable contributions from tin and copper alongside tungsten, further strengthening the project’s economic potential.

The company plans to release an updated mineral resource estimate in Q1 2026, which is expected to reaffirm Redmoor’s standing as one of the world’s highest-grade tungsten projects. Additional assay results are due shortly, offering further insight into the resource’s scope and development potential.

From a financial perspective, Strategic Minerals continues to benefit from a solid recovery and positive technical momentum, although valuation concerns and historical volatility remain notable risks. The lack of recent corporate disclosures or earnings updates limits further clarity on near-term plans.

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Strategic Minerals Plc is an international mineral exploration and production company with a focus on tungsten, tin, and copper. Its flagship Redmoor Tungsten-Tin-Copper Project, located in Cornwall, UK, is regarded as one of Europe’s highest-grade undeveloped tungsten deposits. The company’s strategy centers on advancing Redmoor toward production while building a portfolio of critical mineral assets to meet growing global demand.

Tekcapital plc (LSE:TEK) has announced a strategic alliance with Nexscient, Inc. (USOTC:NXNT) aimed at fast-tracking the identification and acquisition of next-generation AI technologies. The collaboration will harness Tekcapital’s extensive global university network to source cutting-edge intellectual property assets, which Nexscient will evaluate, acquire, and commercialize to drive shareholder value and market growth.

This partnership establishes a streamlined pathway from academic innovation to commercial application, enabling both companies to capitalize on the rapid evolution of Generative AI (GenAI). By bridging the gap between research and real-world deployment, Tekcapital and Nexscient aim to accelerate innovation cycles and strengthen their positions in the expanding AI ecosystem.

More about Tekcapital

Tekcapital plc is a UK-based intellectual property investment group focused on transforming university-developed technologies into commercially viable products that improve everyday life. The company is listed on the AIM market of the London Stock Exchange and partners globally to unlock value from academic research.

More About Nexcient

Nexscient, Inc. is an emerging AI and machine learning company that specializes in identifying, funding, and integrating transformative technologies. Through its combination of technical expertise, strategic investment, and commercialization capabilities, Nexscient aims to accelerate the adoption of advanced AI solutions across multiple industries.

Caledonia Mining Corporation (LSE:CMCL) has reported robust financial results for the third quarter of 2025, supported by strong gold prices and increased sales volumes. Revenue surged 52% year-on-year to $71.4 million, while profit after tax climbed 467% to $18.7 million, reflecting operational strength and improved cost management. The company also reported a significant increase in free cash flow, reinforcing its financial resilience.

While celebrating these financial achievements, Caledonia acknowledged the tragic loss of an employee during the quarter and has initiated a comprehensive safety review to strengthen its workplace practices and ensure the highest safety standards moving forward. The company also declared a quarterly dividend, underscoring its commitment to delivering shareholder value while maintaining disciplined capital allocation.

Looking ahead, Caledonia continues to invest strategically in growth initiatives, aiming to enhance operational efficiency and expand production capacity to support long-term sustainability.

More about Caledonia Mining

Caledonia Mining Corporation Plc is a gold-focused mining company best known for operating the Blanket Mine, one of its key producing assets. The company’s strategy centers on modernization, operational optimization, and expansion, ensuring consistent output and long-term value creation in the precious metals sector.

Empire Metals Limited (LSE:EEE) has announced its participation in the TZMI Congress in Kuala Lumpur, one of the titanium industry’s leading global events. The company plans to engage with key industry stakeholders, potential partners, and customers to highlight the scale and strategic importance of its Pitfield Titanium Project in Western Australia.

Participation in the congress reflects Empire Metals’ broader strategy to strengthen its market visibility and position itself as a key supplier within the growing titanium and critical minerals sector. By leveraging the exposure from this event, the company aims to advance commercialization opportunities and tap into the rising global demand for titanium-driven materials.

More about Empire Metals

Empire Metals Ltd is a UK-listed exploration and resource development company focused on the Pitfield Titanium Project in Western Australia. The project hosts one of the largest and highest-grade titanium mineral resources in the world, with a Mineral Resource Estimate of 2.2 billion tonnes at 5.1% TiO₂. Supported by strong infrastructure and logistics, Empire Metals is well-positioned to capitalize on growing international demand for titanium and other critical minerals essential to the clean energy and advanced manufacturing sectors.

Ferrexpo plc (LSE:FXPO) has announced that recent attacks on Ukraine’s energy infrastructure have disrupted power supplies to its mining and processing operations, resulting in interruptions to both production and exports. Despite these setbacks, the company has mitigated immediate impacts by maintaining inventories of intermediary and finished products, helping to sustain limited deliveries during the outage. Restoration work is underway as Ferrexpo seeks to resume full operational capacity as soon as conditions allow.

The company’s near-term outlook remains challenged, with ongoing geopolitical and energy risks weighing on performance. Ferrexpo’s financial results continue to reflect declining revenues and profitability, while technical indicators show bearish momentum tempered by some potential for recovery. Valuation metrics remain unattractive, with negative earnings and the absence of dividend distributions, underscoring a cautious stance for investors.

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Ferrexpo plc is a Swiss-headquartered iron ore producer with operations based in Ukraine and a listing on the London Stock Exchange. The company manufactures high-grade iron ore pellets for the global steel industry, helping reduce carbon emissions and enhance production efficiency. With more than 50 years of operational history, Ferrexpo has been a key global supplier and was previously the third-largest exporter of iron ore pellets worldwide prior to the escalation of the conflict in Ukraine in 2022.

RHI Magnesita (LSE:RHIM) has reported a robust trading update for the period ending October 2025, showcasing improved performance in the face of challenging global market conditions. The company achieved adjusted EBITA of €136 million over the four-month period, representing a 12.7% margin—a notable improvement over the first half of the year.

Although steel sector volumes remained subdued, RHI Magnesita recorded solid growth in India, the Middle East, Africa, and Türkiye, helping offset regional softness elsewhere. The company’s cost efficiency initiatives, including the closure of certain plants in Germany, contributed to stronger margins, while the ongoing integration of former Resco facilities continues to enhance its operational footprint across North America. Management reaffirmed that the group remains on track to meet its full-year adjusted EBITA target, with expectations for continued performance improvement into 2026.

Despite operational progress, RHI Magnesita NV faces financial headwinds, including margin pressure and elevated leverage. Technical indicators show mixed momentum, with potential resistance at higher moving averages, while valuation remains a concern given the high price-to-earnings ratio. However, the company’s dividend yield continues to provide some appeal for income-focused investors.

More about RHI Magnesita NV

RHI Magnesita is a global leader in high-grade refractory products, systems, and solutions, essential to high-temperature industrial processes in sectors such as steel, cement, non-ferrous metals, and glass. With a vertically integrated supply chain, the company operates 65 main production sites, 12 recycling facilities, and over 70 sales offices, employing more than 20,000 people worldwide. Leveraging its global scale and diversified product portfolio, RHI Magnesita aims to strengthen its presence in fast-growing markets and maintain leadership in refractory technology and innovation.

Big Yellow Group PLC (LSE:BYG) has announced an extension of the deadline for Blackstone Europe LLP to determine whether it will proceed with a potential cash offer for the company. The extension, approved by the UK Panel on Takeovers and Mergers, gives Blackstone additional time to assess Big Yellow’s valuation and strategic prospects, taking into account broader macroeconomic conditions and the potential implications of the upcoming UK budget on the self-storage industry.

The new decision deadline has been set for December 8, 2025, though there is currently no guarantee that an offer will materialize. The extension signals continued interest from Blackstone while allowing both parties to evaluate the transaction’s financial and operational feasibility more thoroughly.

From a financial standpoint, Big Yellow Group continues to deliver strong profitability and solid cash flow management, which support its positive outlook. Technical indicators currently reflect a bullish trend, although investors are advised to remain cautious due to emerging overbought conditions. The company’s valuation appears fair, underpinned by a healthy dividend yield and stable performance, despite limited recent corporate updates.

More about Big Yellow Group

Big Yellow Group PLC is the UK’s leading self-storage brand, operating 110 stores nationwide with an additional 14 facilities in development. The company focuses on prime, accessible locations, particularly in London and its surrounding commuter areas. With a strong emphasis on technology integration, customer experience, and sustainability, Big Yellow maintains a dominant position in the UK self-storage market.

Eagle Eye Solutions (LSE:EYE) has signed a five-year agreement with a leading North American food retailer to deploy its Eagle Eye AIR platform for eCommerce promotions. This deal represents a significant milestone in the company’s expansion strategy, reinforcing its commitment to growing its footprint in North America—the world’s largest market for loyalty and promotions.

Through this partnership, Eagle Eye will enable the retailer to deliver personalized, real-time marketing experiences, aimed at improving customer engagement and retention. The collaboration also strengthens Eagle Eye’s competitive position in the region and is expected to deepen its relationships with key stakeholders and enterprise clients.

Financially, Eagle Eye Solutions continues to demonstrate strong revenue growth and solid financial stability. However, the company faces ongoing challenges including narrowing profit margins and a declining return on equity. Technical indicators currently point to bearish momentum, while a high price-to-earnings ratio suggests the stock may be overvalued in the short term. The absence of recent earnings call updates or corporate events provides limited additional insight.

More about Eagle Eye Solutions

Eagle Eye Solutions is a software-as-a-service (SaaS) and AI-driven marketing technology company that empowers retail, travel, and hospitality brands to boost customer loyalty through personalized, omnichannel engagement. Its scalable platform supports real-time promotions and tailored customer experiences for large enterprises worldwide. The company’s technology is trusted by industry leaders such as Loblaws, Tesco, and Carrefour, underscoring its strong presence in the global loyalty and promotions sector.