Blog

  • Dewhurst Group Delivers Steady First-Half Growth Despite Market Headwinds

    Dewhurst Group Delivers Steady First-Half Growth Despite Market Headwinds

    Dewhurst Group PLC (LSE:DWHT) posted a resilient first-half performance with revenue climbing 2% to £31.6 million and operating profits rising 5% to £3.8 million. The company’s international operations, notably within the Keypad division, were key drivers of growth, offsetting a decline in revenues from its UK Lift segment.

    While Dewhurst maintains a robust balance sheet, ongoing challenges such as North American tariff pressures and a softer UK lift market are expected to influence results in the second half of the year. To address these pressures, the company is undertaking a reorganization of its Australian operations to sharpen customer focus and enhance operational efficiency.

    The company’s outlook remains positive thanks to steady financial health and continued revenue growth, though technical analysis suggests some short-term bearish momentum. Valuation metrics are fair, offering a balanced proposition for investors considering entry.

    About Dewhurst Group

    Dewhurst Group PLC is a manufacturer specializing in components for lifts, transport systems, and keypad technology. With a broad footprint in both domestic and international markets, the company’s growth is increasingly driven by its non-UK operations, underpinning its expanding global presence.

  • Petro Matad Receives Partial Payment for Heron 1 Oil Output Amid Tax Review

    Petro Matad Receives Partial Payment for Heron 1 Oil Output Amid Tax Review

    Petro Matad Limited (LSE:MATD) has confirmed receipt of $1.18 million from PetroChina for oil produced at its Heron 1 site, covering 70% of the invoiced amount. The remaining 30% payment is currently on hold, pending verification from Mongolian tax authorities related to customs and VAT charges. Petro Matad is actively liaising with the relevant authorities to expedite the process, stressing that the payment delay is purely procedural and not indicative of any dispute.

    About Petro Matad

    Petro Matad Limited is an AIM-listed oil exploration and production company with a primary focus on the Mongolian energy sector. The company is dedicated to developing Mongolia’s oil resources and expanding its footprint in this emerging market.

  • Oxford Metrics Reports Strategic Advances and Expands Market Reach in H1 2025

    Oxford Metrics Reports Strategic Advances and Expands Market Reach in H1 2025

    Oxford Metrics (LSE:OMG) has released its interim results for the first half of 2025, showcasing key strategic developments and growth across several markets. A major highlight was the successful launch of its Vicon Markerless motion capture system, reinforcing the company’s position at the forefront of motion capture technology.

    Further strengthening its portfolio, Oxford Metrics bolstered its smart manufacturing capabilities through the acquisition of Sempre and appointed a new managing director for the division, aiming to capitalize on emerging opportunities in the manufacturing sector. Although revenues declined by 14% year-over-year, the company maintains a solid cash reserve and remains confident in meeting its full-year profit targets.

    Geographically, Oxford Metrics is seeing growth momentum in regions such as South America, Asia Pacific, and Europe, while ongoing US regulatory changes have introduced some operational headwinds. The company’s shares have benefited from positive technical signals, strategic share repurchases, and enhanced leadership, though high valuation levels and variable financial results introduce some caution to the outlook.

    About Oxford Metrics

    Founded in 1984, Oxford Metrics is a global leader in smart sensing and software, delivering solutions that connect physical environments with digital twins. Serving over 10,000 clients across 70+ countries—including leading gaming studios and academic institutions—the company’s expertise spans healthcare, entertainment, engineering, and smart manufacturing. Its key divisions include Vicon, renowned for advanced motion capture systems, and Industrial Vision Systems, specializing in machine vision software for automated quality assurance.

  • Speedy Hire Delivers Resilient Results Despite Market Headwinds

    Speedy Hire Delivers Resilient Results Despite Market Headwinds

    Speedy Hire (LSE:SDY) has reported full-year revenue of £416.6 million for the fiscal year ending March 31, 2025—a modest decline amid ongoing market pressures and delays in public sector expenditure. Despite the headwinds, the company continues to execute its “Velocity” strategy, aimed at driving long-term growth and sustaining shareholder value.

    Key initiatives over the year included continued investment in its hire fleet, upgrades to digital infrastructure, and the successful renewal and acquisition of several multi-year contracts. These developments, alongside a recently completed refinancing of its debt facilities, are expected to bolster Speedy’s operational capacity and growth prospects going forward.

    While financial indicators such as a negative P/E ratio and rising leverage warrant investor caution, strong cash flow management and recent insider share purchases suggest internal confidence in the company’s direction. A high dividend yield adds an element of attractiveness for income-focused investors, even as technical signals point to potential volatility.

    About Speedy Hire

    Speedy Hire is the UK’s leading provider of tool and equipment rental services, catering to a broad client base across construction, infrastructure, industrial, and public sectors. The company also offers complementary services, including training, compliance solutions, and asset management. With 135 service centers across the UK and Ireland, and a joint venture in Kazakhstan, Speedy Hire combines nationwide reach with local service to support a wide range of customer needs.

  • Tiger Royalties Reports Strong Initial Revenue from Tiger Alpha Subnet

    Tiger Royalties Reports Strong Initial Revenue from Tiger Alpha Subnet

    Tiger Royalties and Investments Plc (LSE:TIR) has provided an encouraging operational update, revealing that its Tiger Alpha Bittensor Subnet has delivered strong revenue within just one month of going live. This early success highlights the potential of the project in the rapidly expanding decentralized AI ecosystem.

    The company has teamed up with Tao Alpha PLC to oversee the development and monetization of the subnet. Through this partnership, Tiger aims to accelerate its participation in the Bittensor protocol, positioning itself to benefit from scalable protocol fees and earn TAO token rewards as the network grows.

    This initiative signals a strategic step forward for Tiger as it continues to diversify its portfolio and capitalize on emerging technologies with high-growth potential.

    About Tiger Royalties and Investments Plc

    Tiger Royalties and Investments Plc is an investment company focused on supporting early-stage ventures in the technology and natural resources sectors. The firm provides incubation and strategic advisory services to innovative enterprises, with a dual focus on digital innovation—including decentralized platforms—and traditional mining investments. Its flexible investment approach aims to identify transformative opportunities across global markets.

  • CPP Group Refocuses Strategy on Blink InsurTech, Divests Legacy Operations

    CPP Group Refocuses Strategy on Blink InsurTech, Divests Legacy Operations

    CPP Group plc (LSE:CPP) has announced a major strategic pivot, concentrating its efforts exclusively on the growth of its Blink InsurTech platform. As part of this transition, the company has completed the sale of its CPP Turkey business for £4.6 million and is in active discussions regarding the potential divestment of CPP India. The move marks a significant shift in strategy aimed at streamlining operations, cutting costs, and reallocating capital toward Blink’s scalable, high-margin business model.

    Proceeds from the asset sales will be reinvested into advancing Blink’s technology capabilities, supporting its commercial expansion, funding restructuring efforts, and bolstering working capital. CPP believes this strategic focus on Blink will better position the company for sustainable long-term growth in the InsurTech space, particularly within high-demand segments like travel disruption and cyber protection.

    Despite continued financial challenges—including negative earnings and high leverage—CPP’s forward-looking strategy and shareholder backing provide a degree of optimism. Technical indicators suggest modest upward momentum, although valuation pressures persist due to underperformance in core financial metrics.

    About CPP Group plc

    CPP Group plc is a UK-based InsurTech company undergoing a strategic transformation to focus entirely on Blink, its technology-driven platform offering parametric insurance solutions. Blink targets fast-growing markets such as travel disruptions and cybersecurity, delivering real-time, automated insurance services. The company is shifting away from legacy operations to build a leaner, more innovative business model aligned with the evolving insurance landscape.

  • GoldStone Resources Delivers Strong Output and Operational Gains at Homase Mine

    GoldStone Resources Delivers Strong Output and Operational Gains at Homase Mine

    GoldStone Resources Limited (LSE:GRL) has announced plans to release its final audited results for the 2024 financial year on June 30, 2025, and provided a positive operational update ahead of the report. The company highlighted strong performance at its Homase Mine in Ghana, where a total of 72.9 kilograms of gold doré had been produced as of May 31, 2025. Alongside robust production, GoldStone reported a meaningful reduction in operating costs, bringing the business closer to achieving positive operational cash flow.

    Additionally, the company has commenced preparatory work for pit definition drilling at Pits 5 and 6, aiming to support future resource expansion and mine planning. GoldStone also confirmed compliance with the Ghana Gold Board Act, following its initial sales of gold to the Ghana Gold Board—an important step in aligning with national regulatory standards.

    About GoldStone Resources

    GoldStone Resources Limited is a mining and development company listed on AIM, with operations focused in Ghana. Its flagship asset, the Akrokeri-Homase project, is located in the gold-rich Ashanti Belt in the southwest of the country. The company is committed to building a pipeline of high-grade gold assets in one of Africa’s most prolific gold-producing regions.

  • Flowtech Fluidpower Wins €4.5 Million Contract for Irish Infrastructure Project

    Flowtech Fluidpower Wins €4.5 Million Contract for Irish Infrastructure Project

    Flowtech Fluidpower (LSE:FLO) has been awarded a €4.5 million contract to modernize the Rice Bridge in Waterford City, Ireland. The project will focus on replacing the bridge’s aging mechanical and electrical systems—critical components for ensuring the safety and efficiency of a key transportation route that supports regional trade and mobility. Scheduled to run for 15 months with a 12-month follow-up period for defect resolution, the initiative is financed under a Strategic Grant program aimed at upgrading regional and local road infrastructure.

    While the company faces ongoing financial headwinds, particularly in terms of revenue consistency and profitability, its strategic acquisitions may position it for long-term growth and broader market penetration. Technical analysis indicates positive short-term momentum, though concerns remain around overall valuation. Nevertheless, its dividend yield continues to offer some appeal to value-focused investors.

    About Flowtech Fluidpower

    Flowtech Fluidpower is an engineering services provider specializing in the design, maintenance, and repair of mechanical, electrical, instrumentation, and automation systems. The company has a strong focus on infrastructure projects, including bridges and transport-related systems, delivering bespoke technical solutions to support public and private sector clients.

  • Orcadian Energy Extends License and Advances Clean Energy Initiatives

    Orcadian Energy Extends License and Advances Clean Energy Initiatives

    Orcadian Energy (LSE:ORCA) has secured an extension for the Phase B P2482 license—covering the Elke and Narwhal discoveries—through July 2027. This additional time enables the company and its partners to refine development strategies in collaboration with the North Sea Transition Authority, with the aim of establishing a low-emissions production hub in the region.

    In parallel, Orcadian is exploring zero-carbon energy solutions through partnerships with IPC and MLCP. These joint efforts focus on harnessing offshore power to support the UK’s clean energy goals, signaling a potential pivot toward more sustainable operations.

    Despite these positive developments, Orcadian continues to face significant financial challenges, including an absence of revenue, high debt levels, and negative cash flow. These pressures contribute to a weak overall financial outlook, compounded by concerning valuation metrics and technical indicators. Nevertheless, the company’s recent strategic initiatives offer a degree of optimism around long-term transformation and growth potential.

    About Orcadian Energy

    Orcadian Energy Plc is an oil and gas exploration and development firm focused on the UK North Sea. The company is committed to integrating low-emission practices into its operations, with its flagship asset—the Pilot oilfield—being developed using advanced techniques such as polymer flooding and wind power. Orcadian holds interests in multiple North Sea licenses and is actively pursuing projects that balance energy production with environmental responsibility.

  • Gore Street Energy Storage Declares Dividends and Outlines Strategic Initiatives

    Gore Street Energy Storage Declares Dividends and Outlines Strategic Initiatives

    Gore Street Energy Storage Fund PLC (LSE:GSF) has released a series of key updates, including the declaration of a 1 pence dividend and plans for a special 3 pence dividend, which will follow the completion of the Big Rock investment tax credit sale. As part of its ongoing efforts to streamline operations and enhance shareholder value, the company has revised its management fee structure by removing performance and termination fees—changes expected to deliver meaningful cost efficiencies.

    To support long-term value creation, Gore Street has engaged an independent advisor to evaluate mid-term strategic options and capital deployment strategies. This initiative is designed to align with investor interests and reinforce the fund’s commitment to financial resilience.

    Operationally, the company continues to make progress, with two of its U.S. projects now fully operational. As of March 2025, Gore Street reported an unaudited net asset value (NAV) of 102.8 pence per share, underlining the strength of its asset base.

    Gore Street’s solid balance sheet and recent strategic milestones—including asset monetization and geographic expansion—underscore its potential. However, the company still faces headwinds related to revenue stability and profitability, as reflected in its negative price-to-earnings ratio. Despite this, its strong dividend yield and forward momentum continue to appeal to income-focused investors.

    Company Overview: Gore Street Energy Storage Fund

    Gore Street Energy Storage Fund PLC is a specialist investor in the energy storage sector, with a primary focus on battery storage systems essential for stabilizing energy supply and demand. The company’s portfolio spans multiple energy markets, with recent strategic emphasis on expanding its footprint in the United States. Gore Street aims to deliver long-term income and capital growth through the active development and management of energy storage assets.