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Defence Holdings PLC (LSE:ALRT) has announced that James Norwood, its Non-Executive Vice Chairman, has been selected to join the Coalition of the Willing, a group aligned with the NATO Industry Advisory Group.

This appointment strengthens Defence Holdings’ strategic positioning by giving the company direct involvement in NATO-related studies and initiatives. It also enhances engagement with senior policymakers and ensures that the company’s perspectives are represented in NATO’s ongoing dialogue with industry partners.

Company Overview

Defence Holdings PLC is the UK’s first publicly listed, software-driven defence company. It specializes in delivering sovereign digital capabilities designed to support national security, resilience, and overall defence preparedness.

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) has announced encouraging updates from its exploration work at the Anzá Gold Project in Colombia. The company’s infill drilling campaign at the Pepas prospect returned strong assay results, including the discovery of a high-grade vein that exceeded expectations and may influence future resource estimates for the project.

At the same time, early-stage exploration at the El Cedro prospect is yielding positive indicators. Soil sampling results point to the presence of a complex and potentially significant gold porphyry system, adding to the project’s exploration upside. Collectively, these developments highlight the potential for both resource growth and further discoveries, strengthening Orosur’s position in the gold sector.

Company Overview

Orosur Mining Inc. is a gold exploration and development company with its primary focus on the Anzá Project in Colombia. The project is now fully owned by Orosur following the buyout of its former joint venture partner. With strong infrastructure and accessibility, exploration efforts are currently concentrated on three main prospects: Pepas, APTA, and El Cedro.

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.

Computacenter (LSE:CCC) has released its unaudited results for the first half of 2025, showing robust performance with revenue up 28.5% and gross invoiced income rising 24.9% compared to last year. Growth was particularly strong in North America, which contributed 44% of the group’s adjusted operating profit. The UK operations also returned to growth, though results in Germany and France were weighed down by weaker public sector demand.

Despite regional challenges, the company continued to broaden its customer base and sustained a healthy order backlog, reinforcing its outlook for ongoing expansion. In line with its commitment to shareholder returns, the interim dividend was increased by 1.3%.

The company’s financial score is supported by consistent revenue growth, strong cash flow management, and a balanced valuation. A reasonable P/E ratio and solid dividend yield add to its attractiveness, though technical indicators currently suggest a neutral trend with limited momentum.

Company Overview

Computacenter is a major independent provider of IT services and solutions, serving both corporate and public sector clients. The company helps organizations source, modernize, and manage their technology infrastructure to accelerate digital transformation. Listed on the London Stock Exchange and a member of the FTSE 250, Computacenter employs more than 20,000 people worldwide.

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.

James Fisher & Sons plc (LSE:FSJ) delivered a steady performance in the first half of 2025, underpinned by structural improvements and ongoing strategic initiatives. Although reported revenue declined 13.4%, underlying operating profit rose 14.4% on a like-for-like basis. The increase was attributed to disciplined cost control and targeted investments that have begun to bear fruit.

The company remains optimistic about its medium-term growth trajectory, supported by favorable market conditions in energy services and maritime transport, alongside a stronger order book in the defense sector. Management reiterated its full-year outlook, despite macroeconomic challenges continuing to weigh on the wider energy market.

Valuation indicators suggest the company may be undervalued, with financial results reflecting resilience through higher profitability and better cash flow generation, even against weaker revenues. Technical signals are mixed—pointing to short-term softness but a more stable longer-term trend. A lack of recent earnings calls and corporate event updates limits further analysis of market sentiment.

Company Overview

James Fisher & Sons plc is an international marine services group with operations spanning energy, maritime transport, and defense. The company provides specialized solutions and innovative services across these key industries, with a focus on long-term growth opportunities.

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.

Flowtech Fluidpower (LSE:FLO) has reported a 2.1% rise in group revenue for the first half of 2025 compared with the same period last year, overcoming ongoing pressures in the industrial sector. The company highlighted stronger momentum in its sales pipeline and order book, supported by internal growth initiatives. Since the start of 2025, the sales order book has expanded by 25%.

Looking ahead to the second half of the year, Flowtech expects improved profitability and solid cash generation, aided by higher gross margins and tighter cost controls.

Even with these positive developments, the company’s overall outlook remains mixed. Financial performance continues to be weighed down by negative profit margins and uneven cash flow. Technical analysis points to a bearish trend, while weak valuation metrics—driven by negative earnings—limit investor confidence.

Company Overview

Flowtech Fluidpower operates within the fluid power sector, supplying a wide range of products and delivering specialized engineering solutions. The company focuses on providing motion control systems and positioning itself as a trusted partner in the industry.

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.

Likewise Group Plc (LSE:LIKE) has delivered strong interim results for the first half of 2025, reporting a 10.2% year-on-year increase in total revenue to £77.9 million. Sales of Likewise-branded products climbed 14.1%, while underlying profit before tax surged 120% to £0.74 million. This performance was driven by solid revenue growth and efficiency gains across the business.

Despite facing a tough trading environment, the company has continued to invest heavily in logistics and processing capacity, laying the groundwork for sustained expansion and greater market share. Reflecting its confidence in future prospects, the board has raised the interim dividend by 10%.

Looking forward, Likewise’s outlook is underpinned by strong top-line growth and healthy cash flow, although profitability pressures remain. Technical analysis suggests a neutral to slightly bearish trend, while the elevated P/E ratio raises questions of overvaluation. The dividend yield offers some stability but is not considered a major driver of investor returns.

Company Overview

Likewise Group Plc is a fast-growing flooring distributor headquartered in the UK. The company supplies a broad range of flooring products and has built a strong presence among independent retailers and contractors. Supported by its extensive logistics network, Likewise continues to expand infrastructure to fuel its growth ambitions.

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.

Anglo American and Teck Resources Limited (LSE:AAL) have agreed to merge on equal terms, forming a new entity called Anglo Teck. The combined company is set to become a leading force in critical minerals and one of the world’s top five copper producers.

The merger is projected to unlock significant value through synergies, including an estimated US$800 million in annual pre-tax savings, alongside an additional US$1.4 billion in yearly EBITDA gains expected between 2030 and 2049. The new group will be headquartered in Canada, benefit from a strong balance sheet, and enjoy greater access to global capital markets. Completion is targeted within 12 to 18 months, subject to regulatory approvals and customary conditions. Management emphasized that the deal is designed to deliver sustainable, long-term benefits for both shareholders and stakeholders.

Anglo American’s market outlook is shaped by a mix of financial and technical factors. The company continues to face profitability pressures, yet technical indicators point to upward momentum in its stock. At the same time, a negative P/E ratio and modest dividend yield remain challenges, weighing on valuation metrics.

Company Overview

Anglo American is a major international mining group with operations spanning critical minerals such as copper, iron ore, and zinc. The company maintains a significant presence across Canada, South Africa, and the United Kingdom.

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.

Griffin Mining Limited (LSE:GFM) has released its unaudited interim results for the first half of 2025, reporting a notable rebound in output during the second quarter following the full operational halt in late 2024. While revenues dropped 25.7% compared with the same period last year, the company still recorded a gross profit of $25.1 million. This was largely supported by elevated gold prices, which made up 46.5% of total gross revenues.

Looking ahead, Griffin will stop issuing quarterly trading updates, citing production fluctuations, and instead focus on half-yearly and annual reports. The company also expects the upcoming commissioning of Zone II at the Caijiaying Mine to significantly boost production capacity.

The outlook for Griffin remains underpinned by a solid financial position and a strong balance sheet. However, headwinds persist, including shrinking revenues, weaker profitability, and negative free cash flow. Analysts also point to potential short-term weakness based on technical indicators, while the stock’s elevated P/E ratio raises questions about its valuation.

Company Overview

Griffin Mining Limited specializes in the extraction and processing of zinc, gold, silver, and lead. Its primary operations are centered at the Caijiaying Mine in China. The company’s shares are traded on the Alternative Investment Market (AIM) of 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.