Category: Market News

N4 Pharma (LSE:N4P) has released an operational update outlining continued progress across its Nuvec® nanoparticle platform, including an advancing collaboration with the University of Strathclyde. The partnership is moving toward key study milestones expected to take place in 2026.

The company is focused on highlighting the advantages of its Nuvec® technology compared with conventional lipid nanoparticles, particularly its enhanced stability profile. This feature is viewed as critical to the development of N4 101, its lead anti-inflammatory candidate, and to supporting future commercial partnerships. Recent progress includes successful preclinical results demonstrating oral delivery and efficacy in models of inflammatory bowel disease and non-small cell lung cancer.

N4 Pharma expects a steady stream of data-led updates as development continues and has further reinforced its intellectual property position through additional patent filings. Management believes these advances strengthen the platform’s differentiation and long-term commercial potential.

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N4 Pharma plc is a UK-based biotechnology company developing Nuvec®, a proprietary gene delivery technology designed to support next-generation RNA therapeutics. The company is focused on oncology and inflammatory disease applications, aiming to improve stability and targeting compared with existing delivery systems.

Cora Gold Limited (LSE:CORA) has completed a fundraising of approximately £1.05 million through the issue of new ordinary shares. The proceeds will be directed toward progressing the permitting process at the company’s Sanankoro Gold Project in Mali.

The capital raise, which received backing from key existing shareholders, is intended to support the project’s advancement toward the construction stage. Management views the funding as a clear demonstration of investor confidence in the long-term potential of the Sanankoro asset.

With permitting activities moving forward, Cora Gold believes it is well positioned to deliver the next phase of development and unlock further value from its flagship project.

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Cora Gold Limited is a West Africa-focused gold exploration and development company. Its principal asset is the Sanankoro Gold Project, located in southern Mali, where the company is working to advance the project through development and into production.

Netcall (LSE:NET) has reported a strong start to FY26, with first-half trading in line with management expectations and continued positive momentum across the business. Demand for the company’s Liberty cloud platform has increased as organisations accelerate the adoption of unified automation and AI-driven solutions, supporting growth in annual contract values and improving visibility of recurring revenues.

The completion of Netcall’s cloud investment programme has positioned the group to benefit from the ongoing transition to cloud-based subscription models, further enhanced by the rollout of new AI capabilities. Recent acquisitions, including Jadu, are also strengthening Netcall’s footprint within local government while creating additional cross-selling opportunities across its customer base.

With a healthy sales pipeline and a robust balance sheet, the company remains confident in its outlook for FY26. While strong operating performance and positive corporate developments underpin the investment case, elevated valuation levels and technical indicators suggesting overbought conditions point to potential near-term risks that investors may wish to consider.

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Netcall is a UK-based enterprise software provider focused on combining automation and customer engagement through its AI-powered Liberty platform. The solution is designed to simplify processes and enhance customer interactions, serving approximately 700 organisations across sectors including healthcare, government and financial services.

RC Fornax PLC (LSE:RCFX) has secured a contract extension valued at approximately £470,000 with a tier-one defence customer, representing the next stage of an existing engagement. The agreement covers the delivery of specialist engineering services over a six-month period.

The extension reflects continued confidence in RC Fornax’s technical capabilities and growing role within the defence sector. Recent operational improvements, alongside the supportive backdrop of the Strategic Defence Review, have helped strengthen customer relationships and underpin the company’s expanding presence with existing clients.

Management views the contract renewal as further evidence of commercial momentum, highlighting sustained demand for RC Fornax’s outcome-driven engineering support and its ability to deliver value within complex defence programmes.

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RC Fornax PLC is an AIM-listed provider of outcome-based engineering solutions to the UK defence industry. Founded in 2021 by former RAF personnel Paul Reeves and Daniel Clark, the company focuses on enhancing project efficiency and delivering cost-effective solutions across defence programmes.

Seeing Machines (LSE:SEE) has released the first instalment of a new Technical Paper series examining non-fatigue driver impairment, with an initial focus on the impact of alcohol. The initiative highlights how the company’s Driver Monitoring System (DMS) technology can provide real-time assessments of functional impairment, addressing shortcomings associated with traditional Blood Alcohol Concentration (BAC) measurements.

The company is working alongside industry specialists and academic institutions to further develop DMS capabilities for detecting impairment caused not only by alcohol but also by other substances, including cannabis. By broadening the scope of impairment detection, Seeing Machines aims to strengthen road safety outcomes and deliver more effective protection for drivers and other road users.

While Seeing Machines continues to benefit from a strong competitive position and supportive technical indicators, it faces ongoing challenges around profitability and cash generation. Strategic partnerships and favourable regulatory trends underpin longer-term growth prospects, although execution risks and valuation considerations remain in focus.

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Seeing Machines is a global provider of vision-based monitoring solutions, founded in 2000 and headquartered in Australia. The company develops advanced Driver Monitoring Systems that deliver real-time insights into vehicle operator behaviour, enhancing safety across automotive, commercial fleet, off-road and aviation applications through the use of AI-driven algorithms, embedded processing and optical technologies.

Character Group PLC (LSE:CCT) has reported a challenging financial year for the period ended 31 August 2025, with revenue declining to £100.5 million from £123.4 million a year earlier. The downturn was largely attributed to US import tariffs and ongoing global economic uncertainty, which weighed on demand and trading conditions.

Despite the softer revenue performance, the company preserved a robust cash position and continued with its share buyback programme. Management also pointed to the strength of Character’s diversified product range, supported by new product launches and strategic licensing partnerships, as a foundation for future growth once market conditions stabilise.

From a valuation perspective, Character’s shares remain underpinned by favourable metrics, including a low price-to-earnings ratio and an attractive dividend yield. However, technical indicators currently signal negative momentum, presenting potential near-term volatility. With no recent earnings calls or significant corporate updates, these factors do not materially affect the current outlook.

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Character Group PLC is a designer, developer and international distributor of toys, games and giftware. The company manages a broad portfolio of well-known brands, including Goo Jit Zu, Sticki Rolls, Peppa Pig and Mighty Morphin Power Rangers, and has a strong presence across children’s, adult and family gaming markets.

Bezant Resources PLC (LSE:BZT) has confirmed the completion of its acquisition of a 90% stake in Namib Lead and Zinc Mining (Proprietary) Limited, the owner of the NLZM Processing Plant. The transaction represents a key milestone in the advancement of the company’s Hope & Gorob gold project.

Ownership of the processing facility is expected to enable Bezant Resources to accelerate on-site development work and begin construction-related preparations early in the new year. The move strengthens the company’s operational readiness while improving its strategic position as the project transitions toward the next phase of development.

Management views the acquisition as a foundational step that enhances project execution capabilities and supports the longer-term growth potential of the Hope & Gorob asset.

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Bezant Resources PLC is a mining exploration and resource development company with a focus on copper and gold assets. The group is engaged in advancing projects across the mining sector, with particular emphasis on the exploration and development of gold and copper resources.

Essentra plc (LSE:ESNT) has announced the purchase of Device Technologies LLC, a US-based specialist in cable protection solutions, for an initial cash payment of $6.7 million. The transaction supports Essentra’s inorganic growth strategy by broadening its product offering and deepening its footprint in the Americas region.

The acquisition is expected to create revenue synergies through cross-selling opportunities across Essentra’s established networks in EMEA and APAC. Management anticipates the deal will be earnings and margin accretive, contributing to the group’s longer-term objective of sustainable value creation.

Essentra’s near-term outlook remains mixed, with recent financial performance and technical indicators pointing to potential downside risks. While valuation levels remain elevated, the company’s ongoing share buyback programme is seen as a supportive factor for shareholder returns. Limited recent earnings commentary means visibility on management’s forward guidance remains constrained.

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Essentra plc is a global supplier of essential components and solutions, specialising in plastic injection moulded, vinyl dip moulded and metal products. Headquartered in the UK, the company operates across 28 countries with around 3,000 employees, supported by 14 manufacturing sites, 26 distribution centres and 37 sales and service locations. Essentra serves approximately 64,000 customers across sectors including industrial equipment, automotive, electronics, medical devices and renewable energy.

GENinCode Plc (LSE:GENI) has announced a new partnership with Mexico-based Sohin Genetics to distribute its CARDIO inCode-Score® test in the country. The agreement will introduce the company’s polygenic risk scoring tool for coronary heart disease to the Mexican market, where cardiovascular conditions remain a leading cause of mortality.

The collaboration is designed to broaden GENinCode’s commercial footprint in Mexico while supporting earlier identification and prevention of heart disease through personalised risk assessment. By improving predictive screening, the company believes the test could help lower the incidence of serious cardiovascular events and reduce long-term healthcare costs.

Despite ongoing financial pressures, including continued losses and negative cash flow, GENinCode has recently made progress through strategic partnerships and regulatory milestones that support future growth and product uptake. While valuation remains challenged due to negative earnings, technical indicators point to modest positive momentum in the company’s shares.

More about GENinCode UK Ltd.

GENinCode Plc is an Oxford-based predictive genetics company focused on cardiovascular disease prevention and ovarian cancer risk assessment. The group specialises in genetic risk prediction technologies and commercialises diagnostic tools such as the CARDIO inCode-Score® test to evaluate inherited risk factors for heart disease.

Neo Energy Metals plc (LSE:NEO) has provided an update on its plans to finance the proposed acquisition of the Beisa Uranium and Gold Project in South Africa, confirming it is actively working with financial advisers to secure the required funding. The company is targeting completion of the transaction by the first quarter of 2026.

Management highlighted that support from its major shareholder, Sibanye-Stillwater, together with improving market fundamentals for both uranium and gold, is expected to play a key role in underpinning the funding strategy. These factors are seen as enhancing investor confidence as the company advances the acquisition process.

In parallel, Neo Energy Metals is in discussions regarding supplementary financing options aimed at supporting operational readiness and future production activities. The company remains optimistic about the long-term prospects of its uranium and gold assets and believes the planned funding arrangements will position it well for the next phase of development.

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Neo Energy Metals plc is a uranium development and mining company listed on the Main Market of the London Stock Exchange. The group is focused on expanding its uranium asset base through acquisitions in South Africa, including the Beisa North and Beisa South Uranium and Gold Projects, and holds a significant interest in the Beatrix 4 mine and shaft complex.