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Bluefield Solar Income Fund Limited (LSE:BSIF) reported a 4.3% drop in its Net Asset Value (NAV) for the June quarter, with NAV declining to 117.77p per share from 123.0p at the end of March.

The reduction was largely driven by the fund’s quarterly dividend of 2.2p per share, alongside downward revisions to power price and REGO (Renewable Energy Guarantees of Origin) assumptions, which together reduced NAV by 2.86p per share.

Solar generation benefited from above-average irradiation, which exceeded expectations by 18.3% during the quarter, but outages from Distribution Network Operators (DNOs) limited the overall output. Meanwhile, wind assets continued to underperform, producing 23.8% less than budget due to weak winds and turbine downtime. Overall, the fund’s total generation ended 4.4% above budget.

The quarterly NAV drop of around 4% was steeper than that of peer Foresight Solar, which saw a roughly 2% decline in the same period. Bluefield Solar shares currently trade at an 18% discount to the updated NAV, slightly narrower than the 22% average discount across its wider renewable energy peer group.

The fund’s total outstanding debt stands at £581 million, with gearing rising modestly to 45% from 44% in the previous quarter, remaining at the higher end of its preferred 35–45% range.

Bluefield Solar confirmed that the FY25 dividend is expected to be fully covered by earnings after debt amortization, though no guidance was provided for FY26.

In leadership news, chairman John Scott will step down following the FY25 results. Michael Gibbons CBE, a Non-Executive Director since October 2022, will succeed him. Scott had previously indicated he would not seek re-election at the 2025 AGM.

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.

Asian markets were largely steady on Tuesday, while crude prices declined ahead of a major central bank meeting, as investors weighed signs of progress in talks aimed at ending the conflict between Russia and Ukraine.

European equity futures opened slightly higher following remarks from Ukrainian President Volodymyr Zelenskiy, who said that “security guarantees for his nation will likely be worked out within 10 days” after discussions with U.S. President Donald Trump and European leaders.

Japan’s Nikkei hit a fresh intraday record before easing back, while the U.S. dollar retained gains from the prior session as traders awaited signals on policy direction from the Federal Reserve’s upcoming Jackson Hole symposium in Wyoming.

“The Jackson Hole Symposium looms as one potential source of volatility, and going into the event, the markets remain cautious,” Kyle Rodda, an analyst at Capital.com, wrote in a note to clients. “A dovish shift is being priced in, with further strength in equity markets – and weakness in the U.S. dollar – reliant on the Fed meeting these expectations.”

MSCI’s broad index of Asia-Pacific shares outside Japan fell 0.1%, following mild losses on Wall Street. Euro Stoxx 50 futures rose 0.2%, while contracts for Germany’s DAX and the UK’s FTSE gained 0.1% each.

NATO Secretary General Mark Rutte told Fox News on Monday that Trump’s meeting with Zelenskiy and European and NATO partners had been “very successful.” The meeting came after a summit in Alaska between Trump and Russian President Vladimir Putin, which failed to produce a ceasefire in the 3½-year-long war.

Trump also announced via social media on Monday that he had called Putin and started arranging a meeting between Putin and Zelenskiy, followed by a trilateral summit of the three leaders.

While geopolitical developments remain in focus, attention is also on the Fed’s Jackson Hole meeting from August 21-23, where Chair Jerome Powell will discuss the economic outlook and the central bank’s policy strategy. Money markets currently imply an 83.6% probability of a 25-basis-point rate cut at the Fed’s September 17 meeting, according to CME FedWatch.

“Central banks seem to be easing even though inflation is creeping a little bit high in many countries,” Tapas Strickland, head of market economics at National Australia Bank, said in a podcast. Bond investors may be “demanding a little bit more compensation for duration, just given the potential for the inflationary risk out there.”

Japan’s Nikkei opened higher but ended down 0.1%, weighed by a 2.5% drop in SoftBank (LSE:0R15) after the company disclosed a $2 billion investment in struggling U.S. chipmaker Intel (NASDAQ:INTC).

The dollar slipped 0.1% to 147.78 yen, while the euro held steady at $1.1663. The dollar index, which tracks the greenback against a basket of currencies, was largely unchanged after a 0.2% rise in the previous session.

Oil prices declined as markets considered the potential for an easing of the Ukraine conflict, which could lift sanctions on Russian crude. U.S. crude fell 0.8% to $62.92 a barrel, and Brent crude dropped 0.7% to $66.15. Spot gold gained 0.2% to $3,337.41 per ounce. Bitcoin retreated 1% to $115,257.59, while ether fell 2.7% to $4,224.33.

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.

UK equities inched up modestly as investors reacted positively to a recent meeting in Washington between former U.S. President Donald Trump and Ukrainian President Volodymyr Zelensky. Unlike their earlier encounter, which was marked by tension, this discussion conveyed a more constructive tone, with both leaders expressing cautious optimism over prospects for resolving the conflict with Russia. Trump reaffirmed U.S. support for Ukraine’s security, though he did not detail the nature of future assistance.

European markets show mixed performance

As of 07:55 GMT, the FTSE 100 added 0.03%, while the British pound was essentially flat, trading at 1.35 against the U.S. dollar. Elsewhere in Europe, Germany’s DAX dipped 0.07%, while France’s CAC 40 gained 0.4%.

BHP posts lower annual profit amid softer commodity prices

BHP Group Ltd (LSE:BHP) reported a 26% decline in underlying annual profit to $10.2 billion for the year ending June 30, 2025, as falling iron ore and coal prices offset record copper and iron ore output. Revenue fell 8% to $51.3 billion. Despite the weaker price environment, the world’s largest listed miner highlighted strong cash flow and resilient profit margins.

IWG posts record system revenue despite slight decline in group sales

International Workplace Group Plc (LSE:IWG) achieved record system-wide revenue of $2.2 billion in H1 2025, up 2% year-on-year. However, group revenue edged down 1% to $1.85 billion due to the loss of a legacy contract. Adjusted EBITDA rose 6% to $262 million, while operating profit remained steady at $68 million and EPS improved to 1.1 cents from 0.9 cents.

Applied Nutrition beats expectations with robust FY25 results

Applied Nutrition PLC (LSE:APN) reported revenue of around £107 million for the year ending July 31, 2025, up 24% from £86 million in FY24. Adjusted EBITDA grew 19% to roughly £31 million, while net cash, excluding IFRS 16 liabilities, stood at £18.5 million, surpassing forecasts. The results underline the company’s ongoing strength in the global sports nutrition and wellness sector.

UK grocery inflation eases slightly to 5.0%

Grocery price inflation in Britain slowed marginally to 5.0% for the four weeks ending August 10, down from 5.2% in July, according to Worldpanel by Numerator. The small decline provides modest relief to consumers facing continued food price pressures.

Assura chair resigns following PHP takeover

Ed Smith, CBE, has stepped down as Non-Executive Chair and director of Assura PLC (LSE:AGR), with immediate effect. Smith joined the board in 2017 and became Chair in 2018, guiding the company’s strategy and governance. His departure follows the unconditional takeover offer by Primary Health Properties PLC (LSE:PHP), declared on August 12, 2025.

Shein may relocate HQ to China for Hong Kong IPO clearance

Fast-fashion retailer Shein Group is reportedly considering moving its headquarters back to China to secure regulatory approval for its planned Hong Kong IPO, Bloomberg News said. The company has shifted its public listing focus several times—from New York to London, and now to Hong Kong—to facilitate its listing 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.

Georgina Energy plc (LSE:GEX) has made significant strides in acquiring the Mt Winter tenement in the Northern Territory, with the ALRA agreement process advancing smoothly and no major obstacles identified. Expansion of the resource target area within EPA155 has increased recoverable resources by 38%, enhancing the project’s overall potential. The company is collaborating closely with the Central Land Council to finalize the agreement, enabling completion of the acquisition from Mosman Oil & Gas and accelerating well re-entry activities. This development strengthens Georgina Energy’s position in helium and hydrogen production, supporting its strategic goal of addressing supply-demand gaps in these emerging energy markets.

The company faces notable financial challenges, including negative profitability and cash flow constraints. While technical indicators show neutral momentum and recent strategic developments suggest potential growth, current financial instability continues to weigh heavily on the stock’s outlook, indicating a high-risk profile for investors.

About Georgina Energy plc

Georgina Energy plc is an Australian-focused developer of helium, hydrogen, and other natural resources. The company aims to become a leading global energy player, with significant interests in the Officer and Amadeus Basins. Key projects include the Hussar Prospect and EPA155 Mt Winter Prospect, positioning Georgina Energy to capitalize on growing demand for critical energy resources.

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.

Helium One Global Ltd (LSE:HE1) has converted £1,000,000 from investors into 199,720,388 new ordinary shares under an existing investment agreement. These shares are expected to be admitted to trading on AIM on 20 August 2025, increasing the company’s issued share capital and voting rights. The move strengthens Helium One’s position in the helium sector and may influence shareholder dynamics.

The company’s current financial performance remains weak, with ongoing losses and limited revenue affecting valuation and investor sentiment. While strategic corporate developments signal potential growth opportunities, financial instability and mixed technical indicators suggest a cautious outlook.

About Helium One Global Ltd

Helium One Global Ltd is a primary helium explorer with operations in Tanzania and a 50% interest in the Galactica-Pegasus helium project in Colorado, USA. The company holds helium licenses across two continents and aims to address global helium supply constraints. Its flagship Rukwa Project in Tanzania is in the appraisal and development phase following a successful helium discovery, while the Galactica-Pegasus project is advancing toward commercial production.

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.

Applied Nutrition PLC (LSE:APN) reported a strong financial performance for FY25, exceeding market expectations with revenue rising 24% to approximately £107 million and adjusted EBITDA increasing by 19%. The company attributes this success to robust second-half trading and the execution of its global growth strategy.

Looking ahead to FY26, Applied Nutrition expects continued revenue expansion, driven by its B2B-focused business model, innovative product development, and ongoing strategic initiatives. The company’s outlook emphasizes its commitment to sustained profitability and long-term value creation for stakeholders.

About Applied Nutrition PLC

Applied Nutrition PLC is a UK-based leader in sports nutrition, health, and wellness, developing products designed for elite athletes, fitness enthusiasts, and health-conscious consumers. Its portfolio includes brands such as Applied Nutrition, ABE, BodyFuel, and Endurance, with sales in over 85 countries. Operating a global B2B model, the company leverages a cost-effective and low-risk strategy that has supported strong growth domestically and internationally.

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.

Nanoco Group plc (LSE:NANO) has released a positive trading update for the year ending 31 July 2025, with revenues surpassing expectations at £7.6 million. The company continues to advance its joint development agreements and is exploring strategic opportunities to enhance shareholder value.

In parallel, Nanoco is pursuing litigation against LG Display over patent infringement, while undergoing a leadership transition. Founder and CTO Dr. Nigel Pickett has retired, with Dr. Ombretta Masala appointed as the new Director of Technology, signaling a renewed focus on innovation and operational growth.

Outlook

Nanoco’s performance reflects strong revenue growth and effective cash flow management, though profitability challenges and negative equity remain concerns. Technical indicators show upward momentum, but overbought signals suggest short-term caution. Corporate developments, including litigation and strategic initiatives, provide potential upside while introducing certain risks.

About Nanoco Group plc

Nanoco Group plc is a leading developer and manufacturer of cadmium-free quantum dots and advanced nanomaterials. The company focuses on expanding its presence in the global quantum dot market and collaborates with partners through joint development agreements, targeting both traditional and new industry sectors.

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.

Cambridge Nutritional Sciences PLC (LSE:CNSL) has announced its final results for the year ending 31 March 2025, reporting notable financial progress despite a revenue decline of 14.8%. Total income rose 12.7% to £11.1 million, driven by operational efficiencies and enhanced productivity. Gross margins improved to 65.3%, while profit before tax surged 310%, reflecting the impact of cost management and process improvements.

The company has invested in automation and optimized operations to reduce scrap yields, while strategic initiatives focus on core products, market expansion, and strengthening partnerships with distributors and practitioners. Leadership enhancements, including the appointment of a new CEO and other key executives, are expected to accelerate the company’s transformation and support future growth.

About Cambridge Nutritional Sciences PLC

Cambridge Nutritional Sciences PLC specializes in medical diagnostics and personalized nutrition solutions aimed at improving health outcomes. The company leverages diagnostics to offer tailored nutritional guidance, supporting better health through evidence-based interventions.

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.

Power Metal Resources plc (LSE:POW) has completed the sale of its remaining shares in Guardian Metal Resources plc to an investment fund managed by Duquesne Family Office LLC for £13,584,904. The transaction represents a highly successful outcome, delivering an 11.8-fold return on the original investment and generating significant value for shareholders. The proceeds will strengthen Power Metal’s capital base, supporting new exploration initiatives and further expansion of its global project portfolio.

Power Metal’s outlook highlights strong revenue growth and a robust balance sheet, although operational pressures and temporary negative cash flows remain factors to monitor. The company’s shares appear undervalued, presenting potential opportunities for investors, while technical indicators suggest some caution amid bearish trends.

About Power Metal Resources plc

Power Metal Resources plc is a London-listed natural resources explorer and project incubator, financing and managing a diverse portfolio of global resource ventures. The company targets projects with district-scale potential, spanning precious, base, and strategic metals across North America, Africa, the Middle East, and Australia. Its project pipeline ranges from early-stage exploration to advanced-stage assets, which may be developed internally or through joint ventures until they are ready for divestment.

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.

Seascape Energy Asia plc (LSE:SEA) has released a Competent Person’s Report (CPR) that validates and enhances its resource estimates for the Temaris Cluster and DEWA Complex. The report underscores the significant exploration potential of the Temaris block, positioning it as a prospective major gas hub in Peninsular Malaysia. The findings confirm the high quality of Seascape’s Malaysian portfolio, offering investors exposure to considerable exploration upside and tangible value.

Seascape plans to build on this momentum by advancing the Temaris project, seeking a strategic long-term partner, and exploring additional growth opportunities across Malaysia and Southeast Asia.

About Seascape Energy Asia plc

Seascape Energy Asia plc is an exploration and production company concentrating on Southeast Asia, with a strong focus on Malaysia. Its portfolio is gas-dominant, and the company leverages regional expertise and assets to generate significant value for shareholders.

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.