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SolGold (LSE:SOLG) has achieved significant milestones in 2025, including securing US$750 million in stream financing, progressing the Cascabel Feasibility Study, and rolling out its ExploreCo strategy. The company has bolstered its financial position with additional funding and is well-positioned to advance early production at the Cascabel project, one of the world’s largest undeveloped copper-gold deposits. These developments align SolGold to meet growing global copper demand, deliver value to shareholders, and support Ecuador’s economy.

Despite these achievements, the company continues to face financial challenges, with ongoing losses and negative cash flows weighing on its overall performance. Corporate events provide some positive momentum through strategic investments and governance improvements, though valuation metrics remain weak.

Company Overview

SolGold is a resources company dedicated to the discovery, delineation, and development of world-class copper and gold deposits. The company emphasizes shareholder value creation while promoting social and economic benefits in local communities, maintaining a safe workplace, and minimizing environmental impact. SolGold is publicly listed on the London Stock Exchange.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Arc Minerals Limited (LSE:ARCM) has published its unaudited results for the six months ended 30 June 2025, reporting a sharp rise in operating losses compared with the prior year period. The company recorded a total comprehensive loss of £2.26 million, alongside declines in both net assets and cash reserves. These developments raise concerns over its financial resilience and may weigh on investor confidence.

Company Overview

Arc Minerals Limited is engaged in the exploration and development of mineral resources. Operating within the mining sector, the company’s strategy centers on identifying and advancing resource projects with long-term growth potential.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

DFS Furniture plc (LSE:DFS) reported strong results for fiscal year 2025, delivering notable profit growth alongside a reduction in leverage. The improvement was underpinned by disciplined execution and a compelling customer offering. Despite operating in a difficult retail environment, the company recorded a 10.2% rise in like-for-like order intake and achieved stronger gross margins.

While the board expressed confidence in the company’s long-term growth prospects, it opted not to recommend a dividend for FY25. The decision reflects both current leverage levels and broader market uncertainty. Management emphasized its commitment to further reducing debt while maintaining a disciplined approach to capital investment.

The company’s outlook is supported by recent positive developments, including stronger trading and lower debt, though risks remain tied to its financial performance and premium valuation. Technical signals point to upward momentum, but the elevated P/E ratio highlights concerns over potential overvaluation.

Company Overview

DFS Furniture plc is one of the UK’s largest furniture retailers, specializing in living room and upholstered products. Leveraging its scale and vertically integrated model, the company focuses on cost efficiency and operational improvements. It also invests in technology-driven product innovation and places a strong emphasis on both customer satisfaction and employee engagement as part of its growth strategy.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

CT Automotive Group PLC (LSE:CTA) has delivered a solid first-half performance in 2025, securing eight new contracts with an estimated annual value of around $37 million. The company has also continued to expand its operations in Mexico, investing in facility upgrades aimed at boosting capacity and efficiency.

Although the wider market has been pressured by tariff-related challenges, CT Automotive achieved a gross profit margin improvement of 290 basis points. The gains were largely supported by the company’s focus on artificial intelligence, automation, and digital transformation initiatives, which have enhanced both productivity and cost control. These measures strengthen its growth potential while supporting profitability targets for the year.

Looking ahead, CT Automotive’s valuation and improving margins provide a constructive backdrop for investors. However, concerns over slower revenue momentum and weaker cash flow growth, combined with bearish technical signals, temper the overall outlook.

Company Profile

Headquartered in the UK, CT Automotive Group PLC specializes in the design, development, and manufacturing of custom automotive interior finishes and kinematic assemblies. The company serves leading original equipment manufacturers and Tier One suppliers across the global automotive industry.

With a cost-efficient production base in China, Mexico, and Türkiye, CT Automotive is able to deliver high-quality, competitively priced components to a wide range of customers, including both traditional automakers and electric vehicle producers.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

ECO Animal Health Group PLC (LSE:EAH) posted a solid first-half performance for the financial year ending 30 September 2025, with revenue expected to climb by more than 15% year-on-year. Growth was fueled by strong sales momentum in China, Japan, and North America, even as the company navigated challenges from currency fluctuations and trade tariffs.

Improved gross margins and a notable increase in adjusted EBITDA are expected to strengthen the company’s financial profile for the remainder of the year. These gains support a more balanced overall performance and align with current market expectations for the full year.

The company’s outlook is underpinned by a sound balance sheet and encouraging technical signals. Still, investors face potential risks from a relatively high valuation and uneven revenue trends. Limited corporate updates, including the absence of an earnings call, restrict deeper insight into management’s forward plans.

Company Overview

ECO Animal Health is an international player in animal healthcare, specializing in branded pharmaceuticals for livestock. Its main focus is on antibiotics and vaccines for pigs and poultry, supported by operations in more than 70 countries and a global team of over 200 employees.

The company’s flagship product, Aivlosin®, is a patented treatment designed to combat respiratory and intestinal illnesses in pigs and poultry, and remains a key driver of its commercial success.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Marks Electrical Group plc (LSE:MRK) has reported ongoing revenue headwinds in the second quarter of FY26, citing a slowdown in the Major Domestic Appliances and Consumer Electronics categories alongside heightened consumer price sensitivity. Despite these pressures, the company remains focused on delivering strong customer service and anticipates a rebound in the second half of the year, supported by strategic stock planning and a diversified product offering.

Even so, weaker trading in the first half is expected to weigh on full-year profitability. Management now forecasts adjusted EBITDA of around £1.7 million and has opted to postpone any decision on an interim dividend until after reviewing the full-year performance.

While recent profitability issues have challenged near-term results, Marks Electrical’s broader financial foundation remains resilient. Technical indicators point to neutral market sentiment, although valuation remains a concern due to the negative P/E ratio. The dividend yield provides a modest cushion, but limited updates from management, including the absence of an earnings call, restrict further visibility.

Company Snapshot

Founded in Leicester in 1987, Marks Electrical has evolved into a nationwide e-commerce retailer specializing in household electrical goods. The company serves a UK market worth an estimated £7 billion, with a core focus on Major Domestic Appliances and Consumer Electronics. Its catalog includes more than 4,500 products from over 50 leading brands, complemented by delivery, installation, and recycling services carried out by its own fleet and trained staff.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Harena Resources Plc (LSE:HREE), the rare earths company focused on the Ampasindava ionic clay rare earth project in Madagascar, has announced its intention to file an application with the OTC Markets Group for the Company’s ordinary shares of 0.5 pence each to be publicly cross-traded on the OTCQB Venture Market. Subject to approval, the OTCQB Market will provide easier access to trading in the Ordinary Shares to investors in North America.

Donohoe Advisory Associates LLC, a leading advisory firm focused exclusively on assisting companies with Nasdaq, NYSE, and OTC Markets listing matters, will act as OTC Sponsor to the Company. 

Ivan Murphy, Non-Executive Chairman of Harena, said: “Cross-trading on the OTCQB Market is an important step for the Company as we seek to connect with key U.S. stakeholders, including not only investors seeking exposure to our strategically important rare earth project, but also institutions and corporate partners. Furthermore, it reflects our recognition of the ever-growing U.S. critical mineral demand and breaking the reliance on China. We are delighted to be working with Donohoe Advisory and we look forward to progressing our OTCQB Market application.”

The Ordinary Shares will continue to trade on the London Stock Exchange under the ticker “HREE”.

A further announcement will be made once the application is approved.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

London markets edged lower on Wednesday, with the FTSE 100 slipping 0.2% amid pressure on the pound, which dropped 0.5% against the U.S. dollar to 1.34. Across the continent, Germany’s DAX barely moved, down 0.02%, while France’s CAC 40 fell 0.7%.

Investor attention was drawn to European defense stocks, which advanced after former U.S. President Donald Trump signaled stronger support for Ukraine, boosting sentiment in the sector.

JD Sports Posts Profit Drop Amid U.S. Weakness, Keeps Full-Year Forecast

JD Sports Fashion PLC (LSE:JD.) reported a 13.5% decline in first-half profit, citing challenges in its U.S. operations, though the company maintained its full-year guidance.

The sportswear retailer posted £351 million in profit for the six months ending August 2, down from £405.6 million a year earlier. Despite the decline, JD Sports reaffirmed its full-year forecast, projecting adjusted profit before tax of £853 million to £914 million ($1.15-$1.23 billion), in line with market expectations of £878 million.

On The Beach Shares Drop After Profit Warning and B2B Exit

Shares of online travel firm On The Beach Group PLC (LSE:OTB) tumbled over 14% following a profit warning. The company now expects adjusted profit before tax for the fiscal year ending September 30, 2025, to range between £34.5 million and £35.5 million, below analyst consensus of £38.4 million.

The company also announced plans to wind down its loss-making B2B segment, Classic Collection, marking a strategic shift to focus on its core operations.

Trump’s Ukraine Remarks Lift European Defense Stocks

European defense companies saw gains after Trump expressed confidence that Ukraine could reclaim all territories lost to Russia, including Crimea and parts of Donetsk and Luhansk, with NATO and EU support.

Shares of Saab (BIT:1SAAB), Hensoldt (BIT1HENS), Renk Group (TG:R3NK), Leonardo (BIT:LDO), Thales (EU:HO), Rheinmetall (TG:RHM), Dassault Aviation (EU:AM), QinetiQ (LSE:QQ.), and BAE Systems (LSE:BA.) all moved higher on the news.

Eli Lilly CEO Criticizes UK Drug Pricing Policies

In an interview with the Financial Times, Eli Lilly (NYSE:LLY) CEO Dave Ricks described the UK as having some of the least favorable drug pricing conditions in Europe.

He warned that unless the government adjusts prices and removes the VPAG rebate system, which forces pharmaceutical companies to remit a portion of UK sales to the National Health Service, patients risk losing access to new treatments.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Orosur Mining Inc. (LSE:OMI) announced on 18 September that it is increasing the size of its previously announced brokered private placement from C$15 million to up to C$18 million, with the potential to reach C$20 million if the agents exercise their full option. The company plans to sell up to 52.9 million common shares at C$0.34 each, with Red Cloud Securities Inc. serving as lead agent and sole bookrunner, alongside UK brokers Turner Pope Investments Ltd. and Greenwood Capital Partners Limited.

The agents have an option, exercisable up to 48 hours before closing, to sell an additional 5.88 million shares for an extra C$2 million in proceeds. The offering will be available to investors across Canada (excluding Quebec) and internationally, including in the United States under applicable exemptions.

Proceeds from the placement are intended to fund Orosur’s Anzá exploration project in Colombia and support general corporate and working capital needs. The closing is expected on or around September 30, 2025, but no later than October 17, 2025, subject to regulatory approvals including the TSX Venture Exchange and AIM market admissions.

Orosur said the offering leverages its dual listing on TSX-V and AIM to broaden its shareholder base, improve liquidity, and attract institutional investors in Canada, the UK, and other markets. An amended offering document is available on [SEDAR+] and the company’s website.

For the UK segment, the placement will target institutional and eligible investors, with allocations and timing at the discretion of the UK brokers and agents. The shares have not been, and will not be, registered under the U.S. Securities Act and cannot be offered or sold in the U.S. without applicable exemptions.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

European equities are showing a mixed performance on Wednesday after Federal Reserve Chair Jerome Powell commented last night that stock valuations are “fairly highly valued” by several metrics.

In Europe, Germany’s DAX index is up slightly by 0.1%, while the U.K.’s FTSE 100 has dipped 0.1% and France’s CAC 40 is down 0.7%.

On the corporate front, German wind turbine manufacturer Nordex (BIT:1NDX) gained momentum after landing a 50MW order from Spanish energy firm Abei Energy.

Atos (EU:ATO) also climbed in Paris after winning a significant European Commission contract for cybersecurity technical operation services.

Defense-related stocks rose after U.S. President Donald Trump expressed confidence in Ukraine’s ability to reclaim territory held by Russia. “I think Ukraine, with the support of the European Union, is in a position to fight and WIN all of Ukraine back in its original form,” Trump wrote on his Truth Social account.

Conversely, SDI (LSE:SDI), a buy-and-build investment group, fell after indicating that it anticipates full-year results will meet market expectations.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.