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Hunting PLC (LSE:HTG) announced a strong trading update for the first half of 2025, with EBITDA growing 16% year-on-year to an estimated $68–$70 million, fueled primarily by solid performance in its OCTG (Oil Country Tubular Goods) division. The company plans to raise its targeted annual dividend by 13% and has initiated a $40 million share buyback programme to enhance shareholder value.

Recent acquisitions, including Flexible Engineered Solutions and Organic Oil Recovery technology, are expected to drive growth and improve capital returns in line with Hunting’s 2030 strategic vision. The firm reported a healthy sales order book of $450 million and a tender pipeline worth $1.1 billion, despite ongoing market volatility. Additionally, restructuring efforts in the EMEA segment are forecasted to generate annual savings of $10 million. Hunting continues to pursue further M&A opportunities to strengthen its market position.

While the outlook reflects strong revenue momentum and a solid balance sheet, profitability challenges and bearish technical indicators present some caution. Positive corporate developments and a competitive dividend yield provide optimism, though valuation concerns persist due to a negative P/E ratio.

About Hunting PLC

Hunting PLC is a precision engineering group serving the oil and gas sector, specializing in OCTG, subsea technologies, and advanced manufacturing. The company operates globally with key markets in North America, Asia Pacific, and EMEA.

SRT Marine Systems PLC (LSE:SRT) has reported a remarkable surge in revenue for the fiscal year ending June 2025, with sales soaring 423% to £77.5 million alongside a pre-tax profit of £4.4 million. The company recently landed a substantial $213 million contract with the Kuwait Coast Guard and currently holds active contracts totaling £320 million. Furthermore, its validated project pipeline is valued at £1.4 billion, positioning SRT for continued expansion.

Upcoming product launches, including the NEXUS transceiver, and the resumption of financial guidance by its partner Cavendish further bolster the company’s growth outlook. SRT’s strong market position in maritime surveillance reflects growing demand for digital solutions aimed at improving security, safety, and environmental sustainability across the maritime sector.

Despite clear business momentum driven by high-value contracts and innovation, SRT faces financial challenges that temper its outlook. While technical market indicators remain favorable, concerns around financial stability and valuation persist.

About SRT Marine Systems

SRT Marine Systems PLC is a leading player in the global maritime domain awareness industry, delivering cutting-edge technologies and systems that promote maritime safety, security, and environmental stewardship. Their portfolio includes proprietary tools like advanced analytics, data fusion, and augmented visualization, catering to a broad customer base spanning government agencies to commercial vessel operators worldwide.

ZIGUP plc (LSE:ZIG) has released its full-year results for the period ending April 30, 2025, highlighting strong operational achievements and an optimistic outlook. While overall revenue dipped slightly, the company recorded a 2.3% rise in underlying revenue, supported by strong performances in its rental division. ZIGUP expanded its market share notably in Spain and maintained steady vehicle supply alongside stable market conditions.

Strategic moves, including new collaborations and technological upgrades, have strengthened the company’s growth prospects with an emphasis on creating sustainable value for shareholders. Reflecting confidence in its financial health and future opportunities, ZIGUP increased its dividend payout by 2.3%.

Despite some financial headwinds such as rising debt levels and negative free cash flow, the company’s robust valuation, encouraging corporate developments, and favorable technical indicators underpin investor interest. Additionally, its attractive dividend yield adds to the stock’s appeal.

About ZIGUP plc

ZIGUP plc is a prominent provider of integrated mobility solutions, offering a wide-ranging platform that supports various stakeholders—including businesses, fleet operators, insurers, and OEMs—across the entire vehicle lifecycle. Its services encompass vehicle rental, fleet management, accident and repair services, and maintenance. The company is also noted for its commitment to social mobility and efforts to bring young talent into the automotive sector.

Finseta plc (LSE:FIN) posted a 16% increase in revenue during the first half of 2025, reaching £5.9 million, driven by a growing active customer base. Although there was a slight dip in gross margin, the company continues to invest in key growth areas, including its corporate card program and expansion efforts in Canada and Dubai. These initiatives are expected to drive further revenue gains and improved profitability in the latter half of the year as market conditions normalize and new customer transactions pick up.

Finseta’s outlook is supported by a solid financial recovery and focused growth strategy. While technical indicators hint at some short-term volatility, positive corporate developments and a reasonable valuation underpin a constructive future view. Continued attention to managing leverage and broadening operational reach could further enhance the company’s prospects.

About Finseta plc

Finseta plc is a London-based foreign exchange and payments firm offering multi-currency accounts and payment solutions for businesses and individuals. Utilizing a proprietary technology platform, the company operates across more than 165 countries and supports over 150 currencies. With over 15 years of industry experience, Finseta is regulated by several authorities, including the UK’s Financial Conduct Authority, Canada’s Financial Transactions and Reports Analysis Centre, and the Dubai Financial Services Authority.

Close Brothers Group plc (LSE:CBG) has announced a strategic realignment of its Premium Finance division, shifting focus towards commercial lines insurance premium finance. This sector offers stronger risk-adjusted returns and greater growth prospects compared to personal lines, which the company plans to scale back due to increasing costs and changing market dynamics.

As part of this transition, Close Brothers intends to enhance operational efficiency by modernizing its technology infrastructure and streamlining processes, targeting annual cost savings of around £20 million by 2030. This shift will also involve exiting certain broker partnerships, affecting a small segment of the business, but is expected to drive improved profitability and long-term returns.

The company’s outlook benefits from solid technical signals and positive corporate developments that support investor confidence. However, challenges remain in revenue generation and cash flow stability, coupled with a weak valuation reflected in a negative price-to-earnings ratio, highlighting the need for ongoing financial improvements.

About Close Brothers Group

Close Brothers is a prominent UK merchant banking group offering a range of services including lending, deposit-taking, and securities trading. With a workforce of approximately 3,000 employees primarily across the UK and Ireland, the company is listed on the London Stock Exchange and is a member of the FTSE 250 index.

Union Jack Oil plc (LSE:UJO) has entered into a farm-in agreement with Reach Oil and Gas Inc to acquire a 60% working interest in the Sark well located in Oklahoma, USA. Scheduled for drilling in early Q3 2025, the project targets an estimated 1.44 million barrels of recoverable oil resources.

This move aligns with Union Jack’s strategic goal to grow its footprint in the U.S. onshore oil sector following recent achievements. The addition of the Sark well is expected to bolster the company’s asset base and enhance its position within the North American energy market.

About Union Jack Oil plc

Union Jack Oil is a UK and U.S.-focused oil and gas company engaged in hydrocarbon production, exploration, development, and investment. The firm aims to expand its portfolio and operations in the U.S. to complement its established UK activities, driving growth and diversified revenue streams.

Galliford Try Holdings plc (LSE:GFRD) has signaled that its financial results for 2025 are set to outperform market forecasts, with both revenue and adjusted profit before tax expected to come in slightly above the highest analyst predictions. This robust showing is driven by sustained success across its core divisions and specialist services, notably within water and highways projects.

The company is targeting sustainable margin improvements by 2030, supported by a strong balance sheet free of pension obligations and bank debt. With an order book valued at £4.1 billion, approximately 90% of projected revenue for the coming year is already secured. Galliford Try remains optimistic about ongoing opportunities in the UK’s social infrastructure and economic development sectors.

Financial indicators reflect a solid recovery and appealing valuation, while technical analysis points to positive momentum, though the stock may be approaching overbought territory. Additionally, a recent share buyback program underscores management’s commitment to enhancing shareholder returns and confidence.

About Galliford Try Holdings plc

Galliford Try is a prominent UK-based construction and infrastructure group, publicly traded on the London Stock Exchange. Operating under the Galliford Try and Morrison Construction brands, the company delivers a broad range of building and infrastructure projects, including environment, highways, and social infrastructure, serving clients across public, private, and regulated markets throughout the UK.

Impax Asset Management (LSE:PX) saw its assets under management rise by 3.1% in the third quarter, reaching £26.1 billion as of June 30, 2025. This increase was supported by the acquisition of European assets from SKY Harbor Capital Management, which contributed £1.1 billion to its fixed income portfolio.

The company also highlighted strong investment performance that surpassed benchmark returns, alongside a marked improvement in its listed equities division, where net outflows significantly decreased. These trends signal renewed investor confidence and growing institutional support.

With solid financial results and a favorable valuation, Impax maintains a positive outlook. Technical indicators reflect moderate bullish sentiment, although the lack of recent earnings call details limits further visibility.

About Impax Asset Management Group plc

Impax Asset Management specializes in sustainable investing, focusing on opportunities tied to the transition toward a low-carbon and resource-efficient economy. Listed on the AIM market, the firm manages diversified strategies across listed equities, fixed income, and private markets, catering to institutional and retail clients globally.

Tharisa plc (LSE:THS) posted a robust performance for the third quarter of FY2025, driven by a substantial increase in mining output and favorable commodity market conditions. Reef mining volumes rose by 27.7%, fueling higher production levels of platinum group metals (PGMs) and chrome.

Although the company reported a decline in its cash reserves, Tharisa maintains a healthy balance sheet, supported by rising commodity prices and disciplined financial management. Operationally, the quarter was marked by strong safety performance, with no lost time injuries reported—a key achievement in its commitment to workplace safety.

Tharisa continues to make strategic progress on its long-term projects, including the advancement of the Karo Platinum development in Zimbabwe. These initiatives align with the company’s broader focus on growth, sustainability, and delivering value across its integrated mining and processing operations.

About Tharisa plc

Tharisa is a diversified resources company specializing in the mining, processing, and beneficiation of PGMs and chrome concentrates. With core operations in South Africa and strategic development projects in Zimbabwe, the company plays a key role in supporting the global energy transition. Tharisa is committed to environmental sustainability, targeting a 30% reduction in carbon emissions by 2030 and aiming for net carbon neutrality by 2050.

Shearwater Group plc (LSE:SWG) has outperformed market forecasts for the 15-month financial period ending June 30, 2025, fueled by a wave of new contract wins and key renewals. The cybersecurity specialist expects to report revenue of approximately £41 million—representing a 45% year-on-year increase—and adjusted EBITDA of around £2.2 million, effectively doubling its prior-year figure.

This strong performance is underpinned by growing demand for cybersecurity and managed security services as organizations continue to prioritize digital resilience in response to evolving cyber threats. Looking ahead, Shearwater is confident in its outlook for FY26, citing a healthy pipeline of opportunities across its service lines.

While the group maintains a solid balance sheet and improved cash flow, challenges remain, particularly around profitability metrics and current valuation pressures. Nonetheless, recent positive developments signal potential for long-term recovery and sustainable growth.

About Shearwater Group plc

Shearwater Group is a UK-headquartered cybersecurity and managed services provider, delivering end-to-end digital security solutions to businesses worldwide. Its portfolio includes services in identity and access management, data protection, governance, risk and compliance (GRC), and managed detection and response (MDR). The company supports clients across various industries and is listed on the AIM market of the London Stock Exchange under the ticker ‘SWG’. Shearwater’s mission is to build a safer digital future by equipping organizations with advanced security tools and trusted advisory services.