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Oriole Resources PLC (LSE:ORR) has released additional positive assay results from its maiden 2,950-metre diamond drilling campaign at the MB01-N target within the Mbe gold project in Cameroon. The latest three holes all returned gold intersections, enlarging the known mineralised envelope to at least 300 metres wide, 550 metres long and 185 metres deep. The system remains open along strike and at depth, highlighting scope for further expansion.

The fully funded programme is now approximately 90% complete, with drilling expected to conclude in early Q2 2026. Upon completion, the company intends to publish a maiden JORC-compliant resource for MB01-N. The new results add momentum to the broader Mbe project, which already hosts an existing 870,000-ounce JORC Resource at the nearby MB01-S deposit. Management believes the continued expansion at MB01-N enhances the project’s overall scale and supports plans for follow-up drilling, while underpinning partner BCM International’s pathway to earn up to a 50% interest in the project.

From a financial standpoint, the company’s outlook remains constrained by the absence of revenue and ongoing cash burn, although it maintains a relatively low-debt balance sheet. Technical indicators provide moderate support, but valuation metrics are limited by negative earnings and the lack of dividend income.

More about Oriole Resources PLC

Oriole Resources PLC is an AIM-listed gold exploration company with a focus on Central and West Africa. Its principal asset is the Mbe gold project in Cameroon, in which it holds a 90% interest. The company’s strategy centres on advancing multiple targets toward JORC-compliant resources to strengthen and expand its regional gold portfolio.

Warpaint London plc (LSE:W7L) has formally confirmed to the UK Takeover Panel that it has fulfilled the post-offer intention statements made during its acquisition of Brand Architekts Group. The transaction, implemented through a court-approved scheme of arrangement that became effective on 12 February 2025, has now been followed by written confirmation under Rule 19.6(c) that the company has acted in accordance with the commitments outlined at the time of the bid.

The notification provides regulatory assurance that Warpaint has delivered on its stated plans regarding the oversight, integration and future direction of Brand Architekts. The update reinforces governance standards within the UK takeover framework and signals that the incorporation of Brand Architekts’ portfolio of health, beauty and personal care brands into Warpaint’s operations is progressing as communicated. For investors and other stakeholders, the confirmation supports confidence in the group’s acquisition strategy and execution discipline.

From an outlook perspective, Warpaint benefits from robust underlying fundamentals, including strong revenue growth, solid profitability, consistent cash generation and a healthy balance sheet. Valuation metrics also appear supportive, with a relatively low price-to-earnings ratio and an attractive dividend yield. However, technical indicators suggest some caution, as momentum appears extended and the share price remains below its 200-day moving average, potentially indicating residual longer-term pressure.

More about Warpaint London plc

Warpaint London plc is a UK-based cosmetics group focused on branded makeup, primarily under the W7 and Technic labels. W7 serves major UK retailers and international distributors, while Technic is well established in the UK and continental European gifting segment, particularly through high street chains and supermarkets. The company also markets Man’stuff, Body Collection and Chit Chat to targeted consumer segments. Following its February 2025 acquisition of Brand Architekts Group, Warpaint now owns an expanded portfolio of complementary brands including Skin & Tan, Super Facialist, Dirty Works and Fish Soho.

Ondo InsurTech Plc (LSE:ONDO) has taken a significant step in its U.S. expansion after winning its first American insurance customer for its LeakBot water damage prevention system via a partnership with vipHomeLink. The company targets the estimated $17 billion annual water damage claims market across the U.S. and UK, working with 26 insurers and holding the London Stock Exchange’s Green Economy Mark for its focus on reducing loss-related environmental impact.

LeakBot is designed as a self-install device that connects to a home’s Wi-Fi network, identifies hidden leaks and coordinates repairs through a mobile app and a network of engineers. Ondo collaborates with insurers to integrate the technology into their claims prevention strategies, aiming to lower claims frequency and severity.

Under the new agreement, The Co-operative Insurance Companies will introduce LeakBot to policyholders in Vermont and New Hampshire. Ondo described the deal as an important milestone in its U.S. go-to-market plan. By leveraging vipHomeLink’s regional platform and co-branded marketing capabilities, the company aims to penetrate local and specialist insurers, build density in targeted markets and complement its direct relationships with larger national carriers. Additional launches through this channel are anticipated.

While the strategic progress supports Ondo’s international growth ambitions, the company’s broader outlook remains shaped by weak financial performance and challenging technical indicators. Nonetheless, recent corporate activity—including fundraising initiatives and expansion into new markets—offers a degree of forward-looking optimism.

More about Ondo InsurTech Plc

Ondo InsurTech Plc is a London-listed technology provider focused on claims prevention solutions for home insurers worldwide. Its patented LeakBot device connects to household wireless networks to detect water leaks, notify homeowners via a mobile app and arrange repairs through specialist engineers. Research suggests the system can reduce water damage claim costs by up to 70%. The company partners with 26 insurers across Europe and the U.S., including Nationwide, Admiral and Hiscox, and derives the majority of its revenue from environmentally beneficial activities linked to loss prevention.

Yellow Cake plc (LSE:YCA) has completed an oversubscribed equity placing, raising roughly US$110 million through the issue of 12,818,760 new shares at £6.29 apiece to a mix of existing and new institutional investors. The fundraising exceeded the initial US$75 million target, with the new shares—equivalent to around 5.3% of the company’s pre-issue share capital—set to begin trading on AIM on 17 February 2026. Following admission, total voting rights will rise to 252,659,184 shares.

The capital injection will enable Yellow Cake to fully exercise its 2026 uranium purchase option under its long-standing supply framework with Kazatomprom. Management also intends to preserve flexibility for additional opportunistic purchases of physical uranium. By increasing its U3O8 inventory at a time when it anticipates tightening global supply and structurally rising demand—driven in part by electrification trends and the energy requirements of AI-focused data centres—the company aims to strengthen its leverage to uranium price movements and deliver enhanced long-term shareholder value.

Despite its strategic positioning, the investment case continues to be shaped by uneven financial performance, including volatile earnings and persistently negative cash flow, although the balance sheet remains debt-free. Technical indicators suggest a solid upward trend, but near-overbought conditions and a negative price-to-earnings ratio temper the overall assessment.

More about Yellow Cake plc

Yellow Cake plc is a London-listed specialist investment vehicle offering direct exposure to the uranium spot price through the acquisition and holding of physical U3O8. Incorporated in Jersey, the company seeks to generate returns primarily from uranium price appreciation and related transactions. Its strategy is underpinned by a long-term supply agreement with Kazatomprom, the world’s largest uranium producer.

CleanTech Lithium PLC (LSE:CTL) has confirmed that its application for a Special Lithium Operating Contract (CEOL) covering the Laguna Verde project remains under active review by Chilean authorities. The chief executive has recently held meetings with the Ministry of Mining, which the company described as constructive, and management reiterated its confidence that the project will meet the requirements necessary for approval. Securing the CEOL is a pivotal step for Laguna Verde, a cornerstone asset in CleanTech Lithium’s Chile growth strategy and its ambition to supply lithium materials into the global battery value chain.

Separately, the group announced that former chief financial officer and director Gordon Stein, who had been scheduled to step down on 11 February, will continue supporting the business under a consultancy arrangement through at least the end of June 2026 in a non-board CFO capacity. Stein will work alongside newly appointed project finance adviser Cutfield Freeman & Co as the company seeks to secure a strategic funding partner. The arrangement is intended to maintain financial stability and continuity as the company advances toward its next development phase.

From a financial standpoint, the outlook remains constrained by the company’s pre-revenue status, widening losses and ongoing negative operating and free cash flow, underscoring continued reliance on external capital despite moderate leverage levels. Technical indicators provide some counterbalance, with the share price trading above key moving averages and momentum metrics such as MACD and RSI showing supportive trends. Nonetheless, valuation remains pressured by negative earnings and the absence of dividend support.

More about CleanTech Lithium PLC

CleanTech Lithium PLC is an exploration and development company focused on building sustainable lithium operations in Chile to support the global clean energy transition. Listed on AIM and in Frankfurt, the company controls the Laguna Verde and Viento Andino projects, along with the Arenas Blancas exploration asset in the lithium-rich Atacama region. It intends to utilise direct lithium extraction technology to reduce environmental impact while supplying battery-grade lithium to international markets.

Physiomics plc (LSE:PYC) has been awarded a new contract by a South Korea-based clinical-stage biopharma group focused on next-generation antibody-drug conjugates and immuno-oncology treatments. Valued at up to £66,600, the assignment will involve applying pharmacokinetic and pharmacodynamic (PK/PD) modelling and simulation to support dose selection for one of the client’s oncology candidates. The work is set to begin immediately and is expected to conclude within two months.

The agreement expands Physiomics’ footprint in Asia and aligns with its strategy to grow its international client base beyond core markets. It also reflects increasing demand for advanced quantitative modelling tools to reduce risk and improve decision-making in cancer drug development. Management described the mandate as further evidence of the company’s ability to deliver data-driven insights at pivotal clinical stages, where accurate dose optimisation can materially influence outcomes.

Despite the strategic progress, the company’s broader outlook continues to be shaped by financial challenges. Persistent losses and ongoing cash outflows weigh on performance, even as revenues showed a rebound in 2025 and the balance sheet remains debt-free. Technical indicators offer a more constructive picture, with the share price trading above key moving averages, though overbought signals suggest potential short-term volatility. Valuation metrics remain constrained by negative earnings and the lack of dividend support.

More about Physiomics plc

Physiomics plc is a UK-based specialist in mathematical modelling, biostatistics and data science, supporting biotechnology and pharmaceutical companies in the development of new medicines and personalised therapies. Through computational approaches, custom-built models and its proprietary Virtual Tumour platform, the company helps streamline drug development across discovery, pre-clinical and clinical phases. Its client roster includes Merck KGaA, Astellas and Bicycle Therapeutics.

THG PLC (LSE:THG) has unveiled a new licensing agreement between its Myprotein brand and convenience food manufacturer Greencore, paving the way for a range of protein-packed salads and wraps to launch in Sainsbury’s stores. The move is designed to accelerate Myprotein’s push beyond its traditional sports nutrition base, increasing its exposure in everyday, high-frequency food-to-go occasions.

The partnership forms part of THG’s broader strategy to scale Myprotein’s offline distribution and licensing network to 100,000 retail outlets. It builds on existing collaborations with Müller, Iceland and Jimmy’s Coffee, which collectively delivered more than 43 million units into retail channels during 2025. Management believes that a growing roster of partners, combined with sustained consumer appetite for convenient, protein-rich and “clean label” products, could drive licensed product volumes above 60 million units in 2026. The initiative is expected to further embed the brand within the expanding healthy convenience segment.

From a financial perspective, THG continues to navigate material headwinds. Elevated leverage levels and ongoing losses remain key constraints on the investment case. However, recent strategic developments and supportive technical indicators point to improving momentum, offering some balance to the pressure from underlying fundamentals.

More about THG PLC

THG PLC is a Manchester-headquartered global e-commerce platform operating across THG Beauty and THG Nutrition. Its portfolio includes leading consumer brands such as Lookfantastic, Dermstore, Cult Beauty and Myprotein. THG Beauty provides digital retail infrastructure for more than 1,000 third-party brands, while THG Nutrition, led by Myprotein, delivers health and wellness products through direct-to-consumer channels and an expanding network of offline retail partnerships worldwide.

Guardian Metal Resources Plc (LSE:GMET) has outlined accelerated progress across its Nevada tungsten portfolio, supported by a US$6.2 million grant from the U.S. Department of Defense and a US$21 million equity placing. During the interim period, the company finalised an updated Technical Summary and Mineral Resource Estimate for its Pilot Mountain project, lifting open-pit constrained indicated resources by 16% compared with the 2018 assessment and moving the asset closer to a pre-feasibility stage.

Field activity remains active at Tempiute, where drilling campaigns and environmental baseline studies are under way. The group has also expanded its land position at both Pilot North and Tempiute through additional claim acquisitions, strengthening the broader tungsten opportunity. Beyond tungsten, Guardian Metal progressed exploration work targeting copper, gold and lithium across its Garfield, Golconda, Kibby Basin and Stonewall properties.

Financially, total assets increased to US$37.6 million during the period, despite a wider interim loss, as capital inflows bolstered the balance sheet. The company also became a participant in several U.S. defense-aligned industry groups, reinforcing its ambition to help rebuild a domestic tungsten supply chain amid heightened strategic focus on critical minerals.

From an outlook perspective, performance continues to be constrained by limited revenue generation, expanding losses and rising cash outflows, although the group maintains a debt-free position. Market technicals offer more constructive signals, with a sustained upward trend and positive price momentum. Nevertheless, valuation metrics remain pressured by negative earnings and the absence of dividend support.

More about Guardian Metal Resources Plc

Guardian Metal Resources Plc is a strategic minerals exploration and development company focused on restoring U.S.-sourced tungsten production and enhancing American supply chain security for defense-critical metals. The company is advancing two flagship Nevada projects: Pilot Mountain, one of the largest undeveloped tungsten deposits in the United States, and Tempiute, historically the nation’s largest producing tungsten mine.