Blog

Mila Resources (LSE:MILA) has released the final assay results from its diamond drilling campaign carried out in the fourth quarter of 2025 at the Yarrol Gold Project in Queensland. The results confirm a gold system that remains continuous both laterally and at depth, with broad mineralised zones containing higher-grade shoots within them. Multi-element geochemical analysis—particularly the association of arsenic and tellurium—has helped identify vectors pointing toward the higher-grade cores and supported the development of a consistent geological model extending from surface downwards.

In addition, the company completed a 1,600-metre reverse circulation drilling programme during the first quarter of 2026. This brings the total drilling across Mila’s Queensland portfolio to nearly 5,000 metres as the company works toward establishing a maiden mineral resource. The confirmed continuity and scale of the mineralisation at Yarrol, along with defined higher-grade zones, provide a stronger basis for extending drilling along strike and progressing resource delineation. The project also forms part of a broader exploration strategy that includes the Mt Steadman and Monal assets.

Mila’s outlook remains constrained by weak financial fundamentals typical of early-stage exploration companies, including the absence of revenue, ongoing operating losses and negative free cash flow. Technical indicators are also bearish, with the share price trading below key moving averages and showing a negative MACD signal. However, the company maintains a low-debt balance sheet and an equity base that provides some financial stability, although valuation support remains limited due to negative earnings and the absence of a dividend.

More about Mila Resources

Mila Resources is a London-listed natural resources company focused on post-discovery gold exploration in Queensland, Australia. The group is advancing a portfolio of projects including the Yarrol Gold Project, positioning itself as an exploration-driven company targeting scalable gold assets with the potential for future development.

Pulsar Helium (LSE:PLSR) has announced the departure of director Brice Laurent, alongside the exercise of 450,000 stock options by his investment vehicle, Garennes Ventures B.V. The option conversion generated CAD$202,500 for the company and led to the issuance of new common shares. In a separate disclosure, Chief Financial Officer and director Dan O’Brien reported the sale of 16,500 shares, though he continues to hold a substantial combined position through both shares and stock options.

The newly issued 450,000 common shares are expected to be admitted to trading on AIM around 8 April 2026 and will rank pari passu with the company’s existing shares. Following their admission, Pulsar Helium’s total issued share capital will increase to 185,224,719 common shares carrying voting rights. While the issuance results in modest dilution for existing shareholders, it also establishes an updated reference point for calculating significant shareholdings under the company’s governance and disclosure requirements.

More about Pulsar Helium, Inc.

Pulsar Helium Inc. is a helium exploration and development company listed on AIM, the TSX Venture Exchange and the OTCQB market under the tickers PLSR and PSRHF. The group focuses on discovering and advancing helium resources, positioning itself within the critical gases sector that supplies industrial, medical and high-technology applications.

S&U (LSE:SUS) has responded positively to the Financial Conduct Authority’s revised redress framework for motor finance commissions, stating that its Advantage Finance division has historically prioritised fair outcomes for customers. The company noted that Advantage has not used higher-risk commission models such as discretionary commission arrangements or tied commission structures. According to management, most of its commission levels fall within the FCA’s proposed redress thresholds, with around 98% of Advantage customers already outside the potential claims scope. The finalised proposals are expected to further reduce the pool of eligible cases by roughly half.

The group added that the FCA’s simplified claims process and clearer rules for rejecting claims—particularly in situations where no better finance offer was available—should help bring the issue to a resolution by early autumn. S&U believes the provisions it has already set aside will be sufficient to cover any costs associated with the scheme. Management also stressed that the outcome is unlikely to disrupt Advantage’s growth plans, suggesting the regulatory clarity will support the division’s ongoing development.

S&U’s outlook is supported by stronger financial performance during 2025, including a rebound in revenue, a significant improvement in cash flow and the elimination of debt. The company’s valuation metrics remain attractive, with a relatively low P/E ratio and a high dividend yield. Technical indicators remain positive but suggest the shares may be overbought due to a high RSI reading, while recent corporate developments appear constructive despite ongoing regulatory scrutiny in the motor finance sector.

More about S&U plc

S&U plc is a UK-based specialist finance group focused on motor and property lending. Through its Advantage Finance subsidiary, the company provides hire purchase finance for used vehicles, primarily serving customers who may not qualify for mainstream credit while operating within the regulatory framework established by the Financial Conduct Authority.

Camellia Plc (LSE:CAM), the diversified agricultural group with tea, horticulture and crop operations across several global markets, is continuing efforts to reshape its asset portfolio to support higher-return activities and long-term shareholder value. The company disclosed that the recent sale of artwork generated £3.7 million in proceeds and produced a profit of £3.6 million, with the funds set to support its Value Enhancement Plan and increase investment in operating assets expected to deliver stronger returns.

Separately, Camellia announced that its 74%-owned Indian subsidiary, Goodricke Group, has ended the previously disclosed memorandum of understanding regarding the potential sale of the Barnesbeg Tea Estate. As a result, the estate will remain part of the group’s Indian tea operations for the time being. The decision suggests a shift away from disposing of agricultural estates, with the company instead opting to unlock value from non-core assets while continuing to invest in its core farming businesses.

Camellia’s outlook remains influenced by challenging financial performance, including ongoing losses and negative cash flow. Technical indicators also point to bearish momentum in the share price. While the company offers a relatively high dividend yield, the negative P/E ratio and weak underlying financial metrics continue to weigh on the overall investment profile.

More about Camellia

Camellia Plc is an international agricultural holding company overseeing operations in seven countries, including India, Kenya and Brazil, and managing around 50,000 hectares of mature land. The group generates most of its revenue from large-scale agricultural production, including tea, avocados, macadamias, rubber, wine grapes, blueberries, arable crops, forestry and livestock, with a focus on sustainable farming practices and long-term value creation.

Alumasc (LSE:ALU) has confirmed the appointment of Pamela Bingham as Chief Executive Officer, effective 1 April 2026. Bingham had been serving as CEO Designate since 2 March 2026 and now formally succeeds Paul Hooper, who retired on 31 March 2026. The leadership change forms part of a planned succession process aimed at maintaining strategic continuity while supporting the group’s development in the sustainable building products sector.

The company’s outlook is underpinned by solid financial performance and a relatively attractive valuation. Alumasc benefits from a stable balance sheet and a comparatively high dividend yield, which strengthen its investment profile. However, technical indicators currently signal bearish momentum, suggesting a degree of caution despite the group’s strong underlying fundamentals.

More about Alumasc

Alumasc Group Plc is a UK-based provider of premium sustainable building products, systems and solutions. The company operates through three core divisions—Water Management, Building Envelope and Housebuilding Products—with roughly 80% of revenue linked to building regulations and specifications that require the performance characteristics of its specialist products.

One Media iP Group (LSE:OMIP) reported stronger profitability for the year ended 31 October 2025, despite a slight dip in revenue, as cost-control measures and the sale of its non-core TCAT business supported earnings. EBITDA increased to £2.1 million, operating profit rose to £1.2 million and profit before tax reached £0.9 million. Basic earnings per share from continuing operations surged by 80%, while net debt declined, helped by lower administrative expenses and reduced losses from discontinued operations.

Strategically, the company has tightened its focus on its core music intellectual property activities following the TCAT divestment. As part of the transaction, One Media retained a 5% shareholding in TCAT’s buyer, Round Group, and secured an exclusive licence for a major classic rock podcast catalogue to expand its digital content offering. Growth in YouTube views and subscriber numbers, renewed media interest in its Take That-related rights and continued expansion in music streaming are expected to support the group’s strategy centred on catalogue management, disciplined margins and scalable digital distribution. The board has chosen to suspend dividends for now in order to preserve capital and maintain flexibility for potential corporate opportunities.

The company’s outlook is shaped mainly by its financial performance, which reflects declining revenue and profitability but stronger cash flow management. Technical indicators suggest negative momentum in the share price, while valuation metrics remain weak due to negative earnings. The absence of recent earnings call information or major corporate developments means these factors do not currently influence the overall assessment.

More about One Media iP

One Media iP Group Plc is an AIM-listed digital music rights acquirer, publisher and distributor based in London. The company manages a catalogue of more than 400,000 tracks and monetises its intellectual property through global digital platforms such as Apple Music, YouTube, Amazon and Spotify, as well as through film and television synchronisation opportunities.

Derwent London plc (LSE:DLN) has confirmed that its issued share capital consists of 112,297,122 ordinary shares with a nominal value of 5 pence each. All of these shares carry voting rights, and none are currently held in treasury. Accordingly, the company’s total voting rights also amount to 112,297,122, which serves as the official reference figure shareholders should use when determining whether they must disclose changes in their holdings under the UK Financial Conduct Authority’s transparency and disclosure requirements.

The announcement establishes the denominator used for regulatory reporting, enabling investors and other stakeholders to calculate their ownership positions against the company’s full voting share base. By confirming that no shares are held in treasury, Derwent London highlights that every issued share currently contributes to shareholder voting rights, an important consideration for institutions monitoring disclosure thresholds and governance obligations.

Derwent London’s outlook is supported by signs of improving financial performance and a broadly positive management outlook centred on shareholder returns. This includes upgraded estimated rental value guidance, continued leasing activity and capital recycling initiatives. These factors are balanced by weaker technical indicators, including negative momentum and a bearish price trend, alongside near-term earnings pressure stemming from higher financing costs and significant development capital expenditure.

More about Derwent London plc REIT

Derwent London plc is a UK real estate investment trust focused on the ownership, management and development of commercial property, primarily in central London. Its portfolio is largely made up of office and mixed-use buildings, positioning the company as a specialist landlord serving institutional and corporate tenants in key London sub-markets.

Shearwater Group plc (LSE:SWG), a provider of cybersecurity advisory and managed security services, has confirmed that Non-Executive Director Giles Willits has stepped down from the board effective 1 April 2026 after serving the company for more than ten years. The change follows the earlier appointment of Robin Southwell as chair, a transition the board says has been smooth and has strengthened leadership continuity at the company.

The group has now started an advanced search process to appoint a new Non-Executive Director, reflecting its ongoing emphasis on maintaining strong governance and board oversight. At the same time, management said business performance continues to track market expectations, with new contract opportunities advancing through the pipeline. The company noted that it is entering the second half of FY26 with growing confidence in its strategy and its ability to meet its stated goals, providing reassurance for investors and stakeholders.

Shearwater’s outlook is currently weighed down by weaker financial quality, including ongoing operating losses and declining free cash flow despite strong revenue growth. These factors are partially balanced by favourable short-term technical signals, with the share price trading above the 20-day and 50-day moving averages and a positive MACD indicator. Valuation metrics remain limited by a negative P/E ratio due to losses and the absence of a reported dividend yield.

More about Shearwater

Shearwater Group plc is a UK-based provider of cybersecurity, managed security, and professional advisory services operating globally. Its portfolio includes identity and access management, data protection, cybersecurity technologies, managed security services, and governance, risk and compliance solutions. The company is pursuing a buy-and-build strategy to expand its capabilities, and its shares trade on AIM under the ticker SWG.