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NewRiver REIT PLC (LSE:NRR) reported a solid first-half performance for FY26, marked by meaningful earnings growth and continued operational momentum. A major contributor to this progress was the integration of Capital & Regional, which has expanded NewRiver’s scale and delivered early strategic benefits. The company’s portfolio—centred on convenience-led, community-focused retail—maintained high occupancy and strong tenant retention, supported by resilient consumer spending patterns. Capital discipline remained a priority, with selective shopping-centre disposals and an active share buyback programme boosting earnings and enhancing net asset value. NewRiver also achieved a 5.4% total accounting return, demonstrating steady progress toward its annual objectives, while preserving a sound financial position with stable leverage and ample liquidity.

The outlook for NewRiver is supported by its healthy financial performance and comparatively attractive valuation. Although technical indicators remain soft and the company’s higher leverage and history of income variability introduce risk, strong cash generation and a solid dividend yield offer meaningful support for investors.

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NewRiver REIT PLC is a UK-focused retail real estate operator specialising in convenience-led and value-driven retail properties. Its assets are embedded in local communities and designed to provide essential goods and services, forming a stable and necessity-oriented retail offering.

Bluebird Mining Ventures Ltd (LSE:BMV) has completed its strategic review and is moving forward with a refined business model centred on gold streaming and treasury management. The updated strategy places a premium on predictable cash generation, a stronger balance sheet, and scalable exposure to physical gold. Core components include structured long-term gold streaming agreements, direct holdings of bullion, and the innovative use of Bitcoin as a settlement tool. Together, these elements are designed to position BMV as a capital-efficient platform that blends the defensive qualities of gold with the growth potential of modern streaming structures—an approach aimed at investors seeking income stability and inflation-resistant assets.

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Bluebird Mining Ventures Ltd is dedicated to providing gold-backed exposure through a streaming and treasury model that avoids the operational risks of traditional mining. By securing multi-year gold streams from producing assets across the ore-to-bullion value chain, the company offers scalable access to physical gold without the need for capital-intensive development or execution risk, giving investors a streamlined route into the gold market.

Celebrus Technologies (LSE:CLBS) released its interim results for the six months ending 30 September 2025, reporting an increase in annual recurring revenue to $15.6 million even as total revenue slipped to $10.4 million. The company posted a statutory loss before tax of $2.3 million, which management attributes to shifts in commercial contract structures and broader market headwinds. Despite these challenges, Celebrus continues to enhance its platform—introducing improvements across mobile environments, analytics, and AI—while working to broaden its customer base and refine its go-to-market execution. Although budget constraints and slower decision-making cycles remain obstacles, the company is encouraged by progress in its late-stage pipeline and maintains a constructive outlook on future growth.

From an investment standpoint, Celebrus’ valuation screens as attractive, suggesting the shares may be undervalued relative to fundamentals. A stable balance sheet and underlying profitability provide additional support. However, pronounced bearish technical indicators and negative cash-flow trends introduce risks that temper the overall outlook.

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Celebrus Technologies plc is a global provider of advanced data solutions, recognised for elevating marketing impact and detecting fraud across a wide range of industries. The company specialises in seamless, compliant data capture across digital channels, enabling brands to strengthen customer engagement through real-time, high-quality data. Operating in more than 30 countries, Celebrus is listed on the AIM market of the London Stock Exchange.

RC Fornax (LSE:RCFX) has kicked off its financial year ending August 2026 with exceptional momentum, securing the highest quarterly volume of new orders in its history. The surge reflects stronger customer engagement following the Strategic Defence Review, as well as ongoing operational enhancements. Orders from three newly onboarded clients contributed to the upswing, setting a solid foundation for revenue conversion across FY26. With improved governance and reinforced risk management strengthening day-to-day performance, the company enters the remainder of the year with confidence and a clear roadmap for sustained expansion. Key initiatives—including the advancement of Procure X and Smart Suite—are expected to support long-term growth.

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RC Fornax PLC is an AIM-listed provider of outcome-driven engineering solutions for the UK defence sector. Founded in 2021 by RAF veterans Paul Reeves and Daniel Clark, the company is focused on improving project efficiency and delivering cost-effective value for clients across the defence landscape.

Vianet Group plc (LSE:VNET) reported a strong set of interim results for the first half of FY26, underscoring the company’s resilience amid a difficult macroeconomic backdrop. Interim dividends were lifted by 33%, gross margins improved meaningfully, and net debt declined sharply. The ongoing migration from 2G to 4G technology remains a major strategic driver, while investment in AI, advanced analytics, and expansion initiatives in both the U.S. and the forecourt sector are helping to accelerate commercial progress. Both Smart Machines and Smart Zones delivered solid operational performance, with rising levels of recurring revenue and gains in efficiency. Management reiterated confidence in meeting full-year expectations and sustaining growth over the long term.

The outlook for Vianet is underpinned by its steady financial footing, constructive cash flow profile, and stable balance sheet. Still, technical indicators currently point to a bearish tilt, and valuation metrics imply the shares may be trading on the expensive side. With no recent earnings-call commentary or corporate updates, additional forward-looking detail is limited.

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Vianet Group plc is an international provider of connected data solutions, offering hardware, software, and analytics platforms that deliver actionable insights and integrated payment capabilities. Its technology supports operational efficiency and customer engagement across a range of industries, including unattended retail and hospitality, through its Smart Machines and Smart Zones divisions.

Gore Street Energy Storage Fund plc (LSE:GSF) has confirmed that its interim results for the six months ending 30 September 2025 will be published on 15 December 2025. Alongside the release, the company plans to host virtual presentations for both analysts and investors, offering a forum for discussion and reinforcing its ongoing emphasis on transparent communication with the market.

Operationally, the fund continues to show strength in several key areas, including a solid balance sheet and progress on strategic initiatives such as portfolio capacity additions and selective asset disposals. These positives are tempered by variability in revenue and pressure on profitability, reflected in a negative P/E ratio. Even so, the shares have benefited from constructive momentum trends and a notably high dividend yield, which supports their appeal to income-oriented investors. Persistent operational challenges, however, remain a central focus for improvement.

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Gore Street Energy Storage Fund plc is a globally diversified investment vehicle dedicated to energy storage assets. Its portfolio underpins grid stability by helping balance electricity supply and demand while improving the efficiency and reliability of renewable energy generation.

discoverIE Group plc (LSE:DSCV) posted a strong set of interim results for 2025/26, achieving record profitability as revenue rose 3.5% at constant exchange rates and adjusted operating profit increased 5% to £30.2 million. The business generated solid cash flow and continued to build momentum in its acquisition strategy, underscored by a £5.5 million bolt-on deal completed during the period. With a healthy order book and signs of improving end-market demand, the Group remains confident in meeting its full-year earnings guidance and sees significant headroom for further expansion through both organic initiatives and targeted acquisitions.

From an investment perspective, discoverIE’s financial strength—driven by resilient profitability and steady cash generation—stands out as the key supportive factor. Nonetheless, technical indicators present a mixed picture, with some signals suggesting potential short-term bearish momentum. Valuation metrics paint the shares as reasonably attractive but not deeply discounted. The lack of earnings-call commentary or recent corporate announcements limits the availability of additional forward-looking detail.

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discoverIE Group plc is an international specialist in designing and manufacturing custom electronic components for industrial clients worldwide. Operating through its Magnetics & Controls and Sensing & Connectivity divisions, the company supplies engineered, application-specific solutions to OEMs across sectors such as medical technology, transport electrification, renewable energy, security, and industrial automation. The Group is focused on delivering sustained organic growth supported by complementary acquisitions, and it maintains a strong commitment to sustainability, targeting a net-zero footprint and holding an ESG ‘A’ rating from MSCI.

Ecora Resources (LSE:ECOR) has reported a notable boost to its growth pipeline following the release of high-grade uranium assay results from the Patterson Corridor East project, where the company holds a 2% Net Smelter Return royalty. The findings—published by project operator NexGen Energy—point to substantial uranium mineralisation that could enhance the long-term value of Ecora’s royalty portfolio and deepen its exposure to key energy-transition commodities. The update reinforces Ecora’s strategic intent to prioritise assets aligned with electrification demand, supporting both future returns and its competitive position in the critical minerals space.

The company’s near-term outlook is shaped by constructive technical signals and favourable sentiment from recent earnings discussions, reflecting momentum in the broader critical-minerals segment. That said, softer financial performance—marked by lower revenue and pressure on margins—creates headwinds, and the negative P/E ratio continues to challenge valuation appeal. Even so, Ecora’s deliberate shift toward base-metal royalties and ongoing deleveraging provide a foundation for potential recovery and longer-term growth.

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Ecora Resources is a global royalty and streaming company centred on critical minerals essential to the energy transition. Having evolved away from its legacy coal portfolio, the business now focuses on commodities such as copper, nickel, cobalt, and other minerals tied to electrification. Its strategy prioritises acquiring royalties on low-cost, long-life operations in well-established mining jurisdictions, building a sustainable portfolio aligned with future-focused demand trends.

On the Beach Group plc (LSE:OTB) has published its financial results for the year ending 30 September 2025, reaffirming its strategy of reshaping the online beach-holiday market. The company continues to capitalise on its established brand, tech-driven platform, and asset-light model, reinforcing its ability to compete with traditional travel operators. Management emphasises ongoing opportunities for growth as the business remains profitable and consistently cash-generative.

Although the group has seen a recent dip in revenue, its broader outlook remains supported by stable underlying performance. Technical indicators currently point to a bearish trend, which weighs on the near-term momentum picture. From a valuation standpoint, the shares appear reasonably priced, offering neither a clear discount nor significant upside based on present metrics. The lack of recent earnings-call commentary or material corporate developments limits further insight into management’s forward priorities.

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On the Beach Group plc is a prominent UK-based online package-holiday provider, specialising in beach-focused travel. Known for its innovative technology and customer-first approach, the company operates on a low-cost, asset-light model that directly challenges legacy tour operators and established online travel agents, offering competitive value across its holiday offerings.

Shaftesbury Capital PLC (LSE:SHC) delivered another upbeat trading update, underscored by near-full occupancy across its West End holdings and a notable surge in leasing activity. The company has completed 367 leasing deals so far this year, securing £30.2 million in new contracted rent—well ahead of prior rental benchmarks. With its active asset management approach and broad mix of destination-led properties, management signals confidence in further growth, supported by a solid balance sheet and ample liquidity. Recent selective acquisitions and a newly arranged £300 million credit facility further reinforce the group’s financial flexibility and long-term investment capacity.

Management’s outlook is shaped by continued revenue expansion and improving profitability metrics, alongside what appears to be an appealing valuation profile, including a modest P/E ratio and a healthy dividend yield. While technical indicators are mixed—showing mild short-term weakness against generally improving momentum—there are no recent earnings calls or corporate developments to materially shift the narrative.

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Shaftesbury Capital PLC is a major central London mixed-use REIT within the FTSE 250. Its £5.2 billion portfolio covers roughly 2.7 million square feet across iconic West End districts such as Covent Garden, Carnaby, Soho, and Chinatown. The company curates a diverse blend of retail, dining, leisure, residential, and office spaces, all located in high-footfall neighbourhoods with excellent transport connectivity.