Blog

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.

LondonMetric Property Plc (LSE:LMP) has completed the integration of its recent acquisitions—Highcroft Investment Plc and Urban Logistics REIT Plc—boosting its total portfolio value to £7.3 billion. The company now generates approximately £410 million in annual net contracted rent, reflecting the strength of its income-led strategy.

In addition to expanding its asset base, LondonMetric has remained active on the investment front, selling 14 properties this financial year for £106 million. Through targeted asset management initiatives, it has also secured an extra £3.1 million in annual rental income.

To support ongoing growth and manage future liabilities, the company has access to £484 million in secured debt facilities and has launched a new £3 billion Euro Medium Term Note Programme, enhancing its ability to finance upcoming transactions and refinance maturing debt.

LondonMetric continues to demonstrate sound financial discipline and strategic execution. While its financial indicators and valuation metrics paint a positive picture, prudent oversight of debt levels remains essential to sustaining momentum.

About LondonMetric Property Plc

LondonMetric is a leading UK-based Real Estate Investment Trust (REIT) specializing in triple net lease properties. With a £7 billion portfolio, the company targets high-demand sectors including logistics, convenience retail, healthcare, leisure, and entertainment. Its core objective is to generate consistent, inflation-linked returns by investing in high-quality, income-producing assets across the UK.

WPP plc (LSE:WPP) has revised its financial guidance for 2025, citing ongoing macroeconomic headwinds and underperformance in new business wins. The company now expects a decrease in like-for-like revenue (excluding pass-through costs) and a reduced headline operating profit margin for the year.

Despite the softer outlook, WPP remains focused on balancing strategic long-term investments with disciplined cost management to weather the current market challenges. The company aims to maintain operational flexibility while continuing to support client needs in a rapidly evolving business environment.

While WPP’s recent strategic moves and historical financial strength lend some support to its fundamentals, bearish technical signals and slower revenue momentum across key regions have weighed on sentiment.

About WPP plc

WPP is one of the world’s largest marketing and communications groups, delivering a broad range of services including advertising, media planning and buying, branding, and public relations. Through its global network of agencies, WPP partners with brands to drive creative and digital transformation, helping clients adapt to shifting consumer behavior and technological change.

Caspian Sunrise PLC (LSE:CASP) has secured regulatory approval for the $88 million divestment of its MJF and South Yelemes fields, marking a major milestone in its asset disposal strategy. The transaction is set to strengthen the company’s financial position, with proceeds earmarked for advancing existing operations, launching new projects, and bolstering working capital.

Completion of the sale is also expected to aid in the company’s efforts to resume share trading, currently suspended pending the finalization of financial audits. The move is part of Caspian Sunrise’s broader plan to streamline its portfolio and refocus on high-impact exploration and development assets.

About Caspian Sunrise PLC

Caspian Sunrise is an oil and gas exploration and production company with operations primarily in Kazakhstan. The company is actively involved in developing several energy projects, including the BNG deep structures and the West Shalva Contract Area. With a focus on expanding its resource base and enhancing operational efficiency, Caspian Sunrise aims to position itself for long-term growth in the regional energy sector.

British Land Company plc (LSE:BLND) has reported solid leasing momentum across its central London properties during the first quarter of 2025. At its flagship Broadgate campus, demand for Storey flexible workspace has remained high, with active leasing underway at both 201 Bishopsgate and Broadgate Tower. Broader leasing across the campus has also been robust, with multiple deals finalized and additional space under offer.

Norton Folgate, another of British Land’s high-profile City developments, has made notable leasing progress, securing several new tenants and negotiating terms for much of the remaining space. Additionally, The Alma at Aldgate Place is attracting growing interest, underscoring continued market appetite for modern, well-located business environments.

These developments highlight British Land’s success in catering to forward-thinking companies seeking dynamic and engaging workspaces.

Despite ongoing concerns over financial volatility and mixed technical indicators, British Land’s strong asset base, valuation appeal, and positive leasing developments support investor confidence. The absence of a recent earnings call limits insight into forward-looking strategy, but current trends point to resilience in key segments of its portfolio.

About British Land Company plc

British Land is one of the UK’s leading commercial property companies, managing a diverse £14.6 billion portfolio. Its focus spans high-demand sectors such as mixed-use London campuses, open-air retail parks, and urban logistics. Committed to creating sustainable, vibrant spaces, British Land designs environments that support long-term value for both occupiers and shareholders.

Everplay Group plc (LSE:EVPL) delivered an impressive first-half performance in 2025, driven by successful new game launches such as Date Everything!, which received both critical acclaim and strong sales. The company expects to surpass full-year market expectations, with adjusted EBITDA projected to climb in the second half as additional game releases hit the market.

As part of its strategic growth plan, Everplay has expanded its intellectual property portfolio by acquiring the Hammerwatch franchise from Crackshell. It also secured publishing rights for popular titles Settlement Survival and Operation Tango. These moves aim to strengthen the company’s first-party content and deepen its back catalogue, aligning with its disciplined approach to capital allocation and long-term value creation.

Everplay’s solid financial performance—reflected in healthy revenue growth and strong profit margins—has earned the stock positive analyst sentiment. Although some technical indicators suggest potential near-term fluctuations, the company’s moderate valuation points to sustained growth potential.

About Everplay Group plc

Previously operating as Team17 Group plc, Everplay Group is a leading name in the global indie gaming and app development space. Its portfolio spans multiple labels, including Team17, known for fan-favorite franchises like Worms, Hell Let Loose, and Overcooked!; astragon, a specialist in detailed simulation games such as Construction Simulator and Police Simulator; and StoryToys, which creates educational apps for children under eight featuring beloved characters and interactive storytelling. Through its diverse offerings, Everplay continues to build a robust and scalable presence in the entertainment software industry.

Croma Security Solutions Group PLC (LSE:CSSG) has delivered a strong financial performance for the fiscal year 2025, posting a 10% rise in revenue to £9.6 million. This growth was largely driven by increased organic sales and the continued expansion of its service network. Following the £6.5 million divestment of its manned guarding arm, Vigilant, the company now holds £4.3 million in cash and remains debt-free—strengthening its financial foundation.

Croma is advancing a strategy to grow its national footprint by acquiring and modernizing traditional locksmith businesses. Recent additions in Leeds and Peterborough reflect this approach, with plans in place to acquire three to five new locations each year. Although investments in leadership and operational infrastructure may affect short-term margins, these efforts are designed to support long-term scalability.

The company’s property portfolio includes 17 security centres—nine owned outright and eight leased—positioning Croma for sustainable growth and future rental income potential.

While Croma benefits from solid financial health and a fair market valuation, some headwinds remain. Margin compression and unpredictable cash flows present operational challenges. Additionally, neutral technical indicators and a lack of major corporate events or earnings call insights suggest that investors should adopt a measured outlook.

About Croma Security Solutions

Croma Security Solutions Group PLC is a UK-based provider of integrated security services, leveraging over five decades of industry experience. The company operates across key sectors including fire safety, locksmithing, and electronic security, serving both residential and commercial clients. Known for modernizing legacy locksmith outlets into full-service security centres, Croma currently operates 17 locations across the UK and supports industries ranging from healthcare to utilities.

Oriole Resources PLC (LSE:ORR) has released its inaugural JORC-compliant Exploration Target for the Mbe orogenic gold project in Cameroon. The estimate outlines a potential mineralized volume of between 33 and 44 million tonnes, containing approximately 0.82 to 1.34 million ounces of gold. This milestone represents a major advancement in the project’s development and supports the company’s broader strategic ambitions in Central Africa.

Drilling activities remain underway, with the goal of delivering a formal Mineral Resource Estimate (MRE) by the fourth quarter of 2025. Achieving this would significantly reinforce Oriole’s standing in the regional gold exploration market and enhance its operational momentum.

About Oriole Resources PLC

Oriole Resources PLC is a UK-based exploration firm listed on AIM, focused primarily on gold projects across West and Central Africa. The company’s mission is to uncover and advance promising mineral deposits, with current efforts concentrated on early-stage and advanced exploration opportunities in underexplored regions.

The Gym Group (LSE:GYM) has announced strong interim results for the first half of 2025, highlighting an 8% year-on-year revenue boost to £121 million and a 4% uptick in average membership numbers. The company has launched three new locations so far this year and expects to roll out a total of 14 to 16 new gyms by the end of 2025. Alongside its expansion, the firm has made progress in reducing its net debt and has secured a one-year extension and enhancement of its banking facilities, improving its financial flexibility.

With growing membership figures and continued investment in site development, The Gym Group remains positive about its prospects for the full year. The company is benefiting from favorable technical trends and constructive corporate developments, which bolster investor confidence. Despite clear signs of financial recovery, the business still faces challenges related to high debt levels and a relatively elevated price-to-earnings ratio. Nevertheless, its deliberate expansion efforts and insider share purchases are encouraging signs.

About The Gym Group

The Gym Group is a prominent player in the UK’s budget fitness sector, known for its round-the-clock gym access and no-contract membership model. As of June 2025, the company operates 247 modern fitness sites nationwide, catering to more than 900,000 members. Renowned for delivering high customer satisfaction, it also holds the distinction of being the UK’s first carbon-neutral gym chain.

U.S. stocks ended Tuesday mixed as investors weighed the economic consequences of President Donald Trump’s renewed tariff threats. The S&P 500 slipped 0.1%, the Dow Jones Industrial Average fell 165 points (0.4%), and the Nasdaq inched up 0.03%.

Trump Holds Firm on Tariff Deadline

President Trump announced that his administration will not extend the August 1 deadline for implementing new reciprocal tariffs, which had previously been delayed from July 9. The decision has reignited concerns over a potential escalation in global trade tensions if negotiations stall.

On Monday, Trump issued formal notices imposing new tariffs on several countries. These include:

• 25% on imports from South Korea, Japan, Malaysia, and Kazakhstan
• 30% on South Africa
• 32% on Indonesia
• 35% on Bangladesh
• 36% on Thailand

These tariffs will apply independently of existing sector-specific tariffs, such as those on autos, steel, and aluminum.

Notably, India and the European Union were left out of this latest round of tariff letters—an omission analysts view as a possible signal of progress in ongoing trade talks with those regions.

Wolfe Research described the announcements as “decidedly mixed news” for markets. While the new tariffs and a recent preliminary agreement with Vietnam could generate up to $54 billion in additional annual revenue for the U.S. government, the looming deadline keeps the threat of renewed trade tensions alive.

Still, some investors remain confident that Trump will act pragmatically to avoid rattling markets—especially in light of past volatility following his “Liberation Day” tariff announcement.

“Nothing has materially changed yet—just letters were sent. But the direction of U.S. trade policy appears increasingly hawkish,” Wolfe analysts wrote in a note to clients.

Amazon Launches Extended Prime Day

Amazon (NASDAQ: AMZN) kicked off its Prime Day sales event on Tuesday, extending it to four days following customer feedback requesting more time to shop.

During the 2024 Prime Day, U.S. consumers spent $14.2 billion, up 11% from the prior year, according to Adobe Analytics data reported by Reuters.

Hershey Names New CEO

Hershey Co. (NYSE: HSY) shares declined after the company announced Kirk Tanner, an executive at Wendy’s, will take over as CEO starting August 18. He replaces longtime leader Michele Buck, who has served over two decades with the company.

SoFi Hits Record on Expansion into Private Markets

SoFi Technologies Inc. (NASDAQ: SOFI) surged to a new all-time high after unveiling plans to offer retail investors access to private companies in sectors including AI, machine learning, and space technology—part of its broader push into alternative investments.

Fed Minutes Awaited

Looking ahead, investor attention turns to the Federal Reserve’s June meeting minutes, due Wednesday. The Fed has held rates steady and signaled caution amid uncertainty over the inflationary effects of Trump’s evolving tariff agenda.