Blog

Iomart Group plc (LSE:IOM) reported a 25% increase in revenue for the first half of fiscal year 2026, driven by the successful integration of Atech and strong momentum in Microsoft-related services. While revenue from legacy operations declined amid an ongoing transition toward lower-margin but scalable managed services, the company achieved meaningful cost efficiencies and expects improved performance in the second half of the year.

Positive order intake and lower customer churn are expected to support continued growth as Iomart refines its strategic focus on cloud infrastructure and cybersecurity.

Despite revenue gains, the company faces ongoing financial pressures, including reduced profitability and higher leverage. Technical indicators offer limited short-term support, though valuation concerns remain due to negative earnings metrics.

More about Iomart Group plc

Iomart Group plc is a UK-based provider of secure cloud-managed services, offering expertise in cloud infrastructure, modern workplace management, and cybersecurity. The company is a recognized Microsoft partner, holding Azure Expert MSP status and membership in the Microsoft Intelligent Security Association. Iomart is also a Broadcom Pinnacle Partner for VMware Cloud, positioning it as a trusted technology partner for enterprises seeking secure, scalable cloud solutions.

Spectris plc (LSE:SXS) reported robust sales growth in the third quarter of 2025, with group revenue rising 11% on a reported basis and 4% on a like-for-like basis compared to the same period last year. The company remains confident in meeting its full-year adjusted operating profit targets, reflecting steady demand across its key business segments.

Spectris also confirmed that its proposed acquisition by KKR is advancing through the final stages of preparation, marking a pivotal corporate development that could further strengthen its market position and unlock shareholder value.

While technical indicators point to potential overvaluation and overbought market conditions, the combination of strong operational performance and strategic corporate activity supports a broadly positive outlook for the company.

More about Spectris plc

Spectris plc is a global leader in precision measurement and data analytics solutions, delivering high-performance instruments and software that provide critical insights to customers. The company operates through two core divisions — Spectris Scientific and Spectris Dynamics — serving technology-driven industries with strong growth potential. Headquartered in the UK, Spectris employs approximately 7,300 people across more than 30 countries and is focused on driving sustainable innovation and long-term value creation.

Vodafone Group Plc (LSE:VOD) has entered into a binding agreement to acquire Skaylink GmbH, a leading provider of cloud and digital transformation services, in a deal valued at €175 million. The acquisition is designed to strengthen Vodafone’s enterprise capabilities, particularly in managed services, security, and digital infrastructure, enhancing its offerings to business and public sector clients.

Subject to regulatory approval, the transaction is expected to close by March 2026. The move supports Vodafone’s broader strategy to diversify beyond traditional telecom operations and expand its footprint in high-growth digital service segments, reinforcing its long-term competitiveness and customer value proposition.

While Vodafone continues to face financial headwinds, including pressure on revenue and profitability, management’s strategic focus and forward guidance provide cautious optimism. Technical and valuation indicators remain mixed, suggesting a measured outlook for investors.

More about Vodafone Group Plc

Vodafone is a leading telecommunications and technology company operating across Europe and Africa, serving more than 355 million mobile and broadband customers in 15 countries, with investments in five others and partnerships spanning over 40 additional markets. The company operates one of the world’s largest Internet of Things (IoT) platforms and provides mobile financial services to millions in Africa. Vodafone also maintains extensive global infrastructure, including undersea cable networks and emerging satellite communication initiatives.

Atalaya Mining (LSE:ATYM) has announced plans to publish its unaudited financial results for the third quarter and nine-month period ending September 30, 2025, on November 13, 2025. The company will accompany the release with a live webcast and presentation for analysts, investors, and shareholders, reinforcing its commitment to transparency and proactive stakeholder engagement.

Atalaya’s outlook remains underpinned by strong financial performance, a healthy balance sheet, and solid profitability. While technical indicators show mixed sentiment, the company’s consistent operational execution and reasonable valuation continue to support cautious optimism for the remainder of the year.

More about Atalaya Mining

Atalaya Mining Copper, S.A. is a European copper producer listed on the London Stock Exchange (LSE: ATYM) and a constituent of the FTSE 250 Index. The company operates the Proyecto Riotinto complex in southwest Spain, featuring the Cerro Colorado open-pit mine and a modern processing facility. Atalaya also holds interests in several other Spanish projects, including Proyecto Touro and Proyecto Ossa Morena, which together form a strong foundation for its regional growth strategy.

Orosur Mining Inc. (LSE:OMI) has reported major advancements in its exploration portfolio, with active progress at both the Anzá Project in Colombia and the El Pantano Project in Argentina. Recent drilling at the Pepas prospect within Anzá returned high-grade gold assay results, prompting the company to move forward with a new Mineral Resource Estimate (MRE) and plan additional drilling at the nearby El Cedro prospect.

In Argentina, Orosur has begun its first drilling campaign at El Pantano, targeting resource expansion and seeking to increase its ownership interest through continued investment. Together, these initiatives are expected to expand the company’s gold resource base and reinforce its strategic position within the Latin American exploration sector.

More about Orosur Mining Inc.

Orosur Mining Inc. is a South America-focused gold exploration company with key assets in Colombia and Argentina. Its flagship projects include the Anzá Project in Colombia and the El Pantano Project in Argentina. The company is committed to advancing high-potential exploration opportunities that contribute to long-term resource growth and value creation.

Begbies Traynor Group PLC (LSE:BEG) has reported a worrying surge in business distress across the UK, with its latest Red Flag Alert revealing a 78% year-on-year increase in the number of companies facing ‘critical’ financial challenges. As of Q3 2025, 55,530 firms were identified as being in severe financial difficulty. The spike is largely driven by ongoing economic uncertainty, persistent inflation, and higher tax burdens, with consumer-facing industries such as leisure, hospitality, and retail bearing the brunt of the strain.

The report underscores growing calls for the UK government to implement pro-business measures in the upcoming Budget to prevent a broader economic downturn. Without swift policy action, insolvencies are expected to rise further, threatening employment and business confidence as many companies continue to cut back operations to stay afloat.

Begbies Traynor’s own outlook remains underpinned by steady financial performance, including consistent revenue growth and strong cash generation. However, technical indicators point to weak market momentum, and current valuation levels suggest the stock may be trading above fair value.

More about Begbies Traynor Group PLC

Begbies Traynor Group PLC is a UK-based professional services firm specializing in corporate recovery, insolvency, and restructuring. The company is widely recognized for its Red Flag Alert report, which tracks financial distress trends across UK industries. Through its advisory and restructuring services, Begbies Traynor helps organizations manage financial challenges and navigate complex turnaround situations.

Filtronic plc (LSE:FTC) has announced a strong start to fiscal year 2026, supported by major contract wins and growing momentum across its core markets. The company revealed its largest order to date — a deal exceeding £47 million with SpaceX for its next-generation GaN E-band technology — marking a major advancement in satellite communications. Filtronic also secured a £13.4 million contract with a leading European defense prime, underscoring its expanding role in defense communications.

Looking ahead, Filtronic plans to introduce new high-frequency GaN technology products in 2026, designed to meet rising global demand for secure and resilient communication networks. These developments highlight the company’s progress in strengthening its market position and advancing its strategic roadmap.

Filtronic’s performance continues to benefit from strong revenue growth and improving profitability, though technical indicators remain mixed. With a moderate valuation and stable financial footing, the company is well-positioned to capitalize on opportunities in high-growth sectors.

More about Filtronic plc

Filtronic is a global leader in advanced microelectronics, specializing in the design and manufacture of mission-critical communication systems. With more than 45 years of industry experience, the company serves sectors including space, defense, aerospace, telecom infrastructure, and critical communications. Operating from two manufacturing sites and three engineering centers of excellence, Filtronic develops technology across the full RF spectrum. The company is headquartered in Sedgefield, UK, and listed on the AIM market of the London Stock Exchange.

Standard Chartered PLC (LSE:STAN) delivered a solid third-quarter performance for 2025, reporting a profit before tax of $2 billion and a return on tangible equity of 13.4%. The bank recorded a 5% increase in operating income to $5.1 billion, driven by growth in its Wealth Solutions and Global Banking divisions. While net interest income saw a modest decline, non-interest income rose 12%, supported by higher investment product sales and strong capital markets activity.

The bank’s balance sheet remains resilient, with a Common Equity Tier 1 (CET1) ratio of 14.2%. Standard Chartered reiterated its plan to return at least $8 billion to shareholders by 2026, underscoring confidence in its capital strength and long-term strategy. These results reflect the company’s disciplined execution, client-centric approach, and ability to generate sustainable financial performance across diverse markets.

Though technical indicators suggest neutral market momentum, Standard Chartered’s robust fundamentals and clear growth trajectory continue to support a favorable outlook.

More about Standard Chartered PLC

Standard Chartered PLC is a leading international banking group headquartered in London, with a well-established footprint across Asia, Africa, and the Middle East. The bank provides a wide range of financial services through its Wealth Solutions, Global Banking, and Global Markets divisions, focusing on meeting the cross-border and wealth management needs of its clients.

Solid State plc (LSE:SOLI), through its subsidiary Steatite Ltd, has been awarded a $10.8 million contract under Project CAIN, a key defense initiative for the UK Ministry of Defence. The agreement represents a major milestone in Steatite’s ongoing strategy to deliver advanced, mission-critical technology solutions to the UK’s armed forces.

The project will see Steatite supply ruggedized systems, including the MPU5 and Wave Relay Radio Technology, designed to enhance battlefield communication and situational awareness. This award further reinforces Solid State’s standing as a trusted provider of secure defense technologies and underscores its commitment to innovation and operational excellence within the defense sector.

Although the company continues to face pressure from softening profitability and valuation challenges — with technical indicators showing mixed momentum — its strong order pipeline and expanding defense portfolio could support a longer-term rebound.

More about Solid State plc

Solid State plc is a UK-based value-added electronics group that provides high-performance systems and components for industrial and defense applications, particularly in demanding environments. Operating through its Systems and Components divisions, the company specializes in rugged computing, secure communications, battery power solutions, imaging technologies, and electronic components. Solid State’s portfolio includes brands such as Steatite, Solsta, and Custom Power. Headquartered in Redditch, UK, the company employs over 400 staff and operates from 14 locations worldwide.

Tertiary Minerals plc (LSE:TYM) has announced that KoBold Metals has successfully completed Stage 1 of its Earn-In Agreement for the Konkola West Copper Project, surpassing the required drilling commitments. With this milestone achieved, KoBold will advance to Stage 2, which includes up to $6 million in additional exploration spending and the formation of a new joint venture between the two companies.

This progress highlights the strategic significance of Konkola West within the Central African Copperbelt and positions Tertiary to benefit from future project upside while limiting financial exposure and risk.

Despite facing ongoing financial challenges marked by losses and constrained cash flow, Tertiary maintains a solid equity foundation and continues to advance promising exploration assets in Zambia and Nevada. While technical indicators show neutral momentum, investor attention remains focused on the company’s long-term potential in energy transition metals.

More about Tertiary Minerals plc

Tertiary Minerals plc is an exploration and development company focused on discovering and advancing copper and precious metal projects essential to the global energy transition. Operating primarily in Nevada, USA, and Zambia, the company targets resource growth in stable, mining-friendly jurisdictions.