Blog

  • KEFI Gold and Copper Targets Year-End 2025 Start for Tulu Kapi Development

    KEFI Gold and Copper Targets Year-End 2025 Start for Tulu Kapi Development

    KEFI Gold and Copper PLC (LSE:KEFI) has confirmed that full development of its Tulu Kapi Gold Project in Ethiopia is scheduled to begin by the end of 2025. The project’s budget has been finalised at roughly US$340 million, with US$240 million already secured through debt facilities and equity commitments surpassing the remaining US$100 million requirement. KEFI is now working to refine its equity structure, complete the necessary financing documentation, and continue engagement with both international partners and local stakeholders. Early development work—including community housing and infrastructure installations—is set to commence as part of the project’s ramp-up, which is expected to contribute meaningfully to Ethiopia’s growing minerals sector.

    More about KEFI Gold and Copper

    KEFI Gold and Copper PLC is focused on exploring and developing gold and copper deposits across the Arabian-Nubian Shield. The company manages a portfolio of projects in Ethiopia and Saudi Arabia, with a strategy centered on advancing high-grade, high-recovery assets toward production.

  • Jubilee Metals Secures Tribunal Approval for Sale of South African Chrome and PGM Assets

    Jubilee Metals Secures Tribunal Approval for Sale of South African Chrome and PGM Assets

    Jubilee Metals Group (LSE:JLP) has obtained unconditional clearance from the South African Competition Tribunal for the sale of its South African chrome and PGM operations to One Chrome (Pty) Ltd. This milestone moves the transaction significantly closer to completion, with only South African Reserve Bank approval and final audit-related steps still outstanding. The deal is expected to close by the end of 2025, enabling Jubilee to sharpen its strategic focus on its Zambian copper portfolio and improve operational efficiency across the business.

    Jubilee’s outlook balances strong long-term growth prospects in Zambia against financial pressures, including shrinking profit margins and rising leverage. Recent corporate developments—such as this asset-sale approval—provide strategic tailwinds, but technical signals point to a more cautious stance in the near term.

    More about Jubilee Metals Group

    Jubilee Metals Group is a diversified metals producer with a primary focus on copper operations in Zambia. The company also maintains interests in South Africa, including the Tjate platinum project, and has historically managed assets across copper, chrome, and platinum group metals.

  • OptiBiotix Wins First Major Order from Leading European Weight-Management Brand

    OptiBiotix Wins First Major Order from Leading European Weight-Management Brand

    OptiBiotix Health (LSE:OPTI) has secured its first significant order from a prominent European weight-management company for its SlimBiome® and WellBiome® formulations—a key milestone in the firm’s strategy to expand its private-label offering. The deal reflects rising market demand for natural, non-GLP1 alternatives in the weight-management sector, which is expected to see strong growth over the coming years. OptiBiotix’s partnerships with global names such as Hydroxycut and LightLife further enhance its industry profile and could help drive stronger sales momentum and long-term value creation.

    More about OptiBiotix Health

    OptiBiotix Health plc is a life sciences company developing microbiome-focused solutions aimed at improving health and preventing disease. Its portfolio includes SlimBiome®, WellBiome®, SweetBiotix®, and a range of microbiome modulators. The company also maintains strategic interests in related sectors through its holdings in SkinBioTherapeutics PLC and ProBiotix Health plc, expanding its reach across skincare, probiotics, and metabolic health technologies.

  • Polar Capital Sets New Record with £26.7bn AuM Despite Market Volatility

    Polar Capital Sets New Record with £26.7bn AuM Despite Market Volatility

    Polar Capital Holdings (LSE:POLR) reported a 25% surge in Assets under Management (AuM) to £26.7 billion for the six months ending 30 September 2025, reaching a new all-time high. Even amid sector-wide volatility and continued net outflows, the firm benefited from strong market performance—particularly within its technology-focused strategies. Management also declared an interim dividend, underscoring confidence in the group’s financial strength. The company received multiple industry recognitions during the period, highlighting its boutique positioning and specialist sector expertise.

    Polar Capital’s outlook remains favourable, supported by strong technical momentum and a resilient financial profile. The shares trade on an attractive valuation, featuring a reasonable P/E ratio and a notably high dividend yield, which enhances its appeal to income-oriented investors. The absence of recent earnings call or corporate event disclosures does little to offset the broadly positive view.

    More about Polar Capital Holdings

    Polar Capital Holdings is an asset management group offering a wide mix of actively managed investment funds across sectors including technology, healthcare, and global insurance. The company is known for its specialised approach, with a strong emphasis on technology-driven strategies that have attracted significant investor interest.

  • Tower Resources Raises £280,000 to Advance Key African Energy Projects

    Tower Resources Raises £280,000 to Advance Key African Energy Projects

    Tower Resources plc (LSE:TRP) has completed a £280,000 subscription through the issuance of 1,000,000,000 ordinary shares at a modest discount to the prevailing market price. The raise, which follows an earlier subscription, is aimed at strengthening working capital in response to heightened investor interest. The proceeds will support the company’s ongoing activities across its African portfolio, with a particular focus on progressing the Thali project in Cameroon. The transaction also includes broker warrants, signalling investor confidence and reinforcing Tower’s strategic positioning within the African energy sector.

    More about Tower Resources

    Tower Resources plc is an AIM-listed energy company developing a diversified portfolio of oil and gas opportunities across Africa. Its primary near-term objective is to advance the Thali project in Cameroon, targeting quick-to-market production to generate cash flow. The company is also exploring prospects in Namibia and South Africa, where major recent discoveries have enhanced regional industry potential. Tower focuses on operating in jurisdictions with supportive fiscal regimes and leverages the deep sector experience of its board and strategic partners.

  • Stelrad Group Demonstrates Stability and Margin Progress Despite Market Softness

    Stelrad Group Demonstrates Stability and Margin Progress Despite Market Softness

    Stelrad Group plc (LSE:SRAD) reported a challenging trading backdrop for the ten months to October 2025, with revenue pressured by continued economic uncertainty. Nevertheless, the company anticipates growth in adjusted operating profit and further improvement in operating margins, supported by disciplined margin management and cost-saving measures. Stelrad is also reorganizing its Turkish operations to strengthen future profitability and recently relaunched its website, which has seen strong engagement from customers. Management remains confident in its long-term strategy and its ability to create value for shareholders.

    Stelrad Group plc’s outlook is underpinned by solid financial performance, including healthy profitability and effective cash flow management. However, technical indicators hint at potential bearish momentum, while an elevated P/E ratio presents valuation challenges. The dividend yield offers some offsetting support, though limited commentary from recent corporate events constrains further insight.

    More about Stelrad Group plc

    Stelrad Group plc is a leading manufacturer and distributor of steel panel and designer radiators, with operations spanning the UK, Europe, and Turkey. The company is known for high-value products and maintains a strong competitive position across its core markets.

  • Metals Exploration Restarts Gold Processing at Runruno Following Storm-Related Outage

    Metals Exploration Restarts Gold Processing at Runruno Following Storm-Related Outage

    Metals Exploration PLC (LSE:MTL) has resumed gold processing at its Runruno operation after a five-day shutdown triggered by a power outage caused by Super-typhoon Uwan. Grid power was restored earlier than expected, enabling the company to restart activities sooner and helping limit the potential impact on its production schedule and annual output targets.

    Metals Exploration’s outlook continues to be supported primarily by its strong financial performance, including solid revenue growth and healthy cash generation. Even so, technical indicators present a mixed picture, and valuation concerns persist given the negative P/E ratio and absence of a dividend, leading to a balanced but cautious assessment.

    More about Metals Exploration

    Metals Exploration PLC is involved in the production, development, and exploration of gold, with key projects located in the Philippines and Nicaragua.

  • Mindflair’s Everyangle Accelerates AI Retail Expansion and Secures Global Innovation Award

    Mindflair’s Everyangle Accelerates AI Retail Expansion and Secures Global Innovation Award

    Mindflair plc (LSE:MFAI) announced that its portfolio company, Everyangle, is broadening its Vision AI platform, which helps retailers optimize in-store operations and enhance customer experiences. The technology has recently been rolled out in Primark’s new flagship store in Kuwait and further expanded across H&M locations in the GCC region, demonstrating strong traction among major international fashion brands. Everyangle also earned the Cisco Global AI Innovation Award, reinforcing its position as a leader in AI-powered retail analytics. Together, these achievements highlight Everyangle’s growing influence in the global retail intelligence market.

    More about Mindflair plc

    Mindflair plc is an investment company focused on high-growth technology ventures, particularly those developing next-generation Artificial Intelligence solutions. Its portfolio spans sectors such as the Internet of Things, cybersecurity, machine learning, immersive technologies, and big data—areas that continue to see increasing global demand as AI adoption accelerates.

  • Fiinu Plc Moves Closer to Plugin Overdraft® Rollout and Forms New Employee Benefit Trust

    Fiinu Plc Moves Closer to Plugin Overdraft® Rollout and Forms New Employee Benefit Trust

    Fiinu Plc (LSE:BANK) has reported meaningful progress on its white-label partnership with Conister Bank as it prepares to launch the Plugin Overdraft® product by year-end. The rollout is expected to reach roughly one million users within Conister’s network at launch, with significant room to scale as the partnership expands. The company has also created a new Employee Benefit Trust to better align staff incentives with shareholder value, strengthening its ability to retain key talent and support long-term growth.

    More about Fiinu

    Fiinu Plc is a fintech company best known for its Plugin Overdraft® solution, which uses open banking technology to provide flexible overdraft access independent of customers’ primary banks. The company aims to broaden its footprint across the UK and Europe, targeting millions of potential users as it builds partnerships within the financial ecosystem.

  • Genuit Group Demonstrates Steady Performance and Market Share Gains Despite Industry Headwinds

    Genuit Group Demonstrates Steady Performance and Market Share Gains Despite Industry Headwinds

    Genuit Group plc (LSE:GEN) reported resilient trading conditions and continued market share growth for the four months to October 2025, achieving revenue growth of 7.1% even as broader market activity remained muted. The company expects full-year underlying operating profit to come in between £92 million and £95 million, reflecting softer market volumes amid economic uncertainty. Recent strategic steps—including the acquisitions of Monodraught and Davidson Holdings—are expected to deliver meaningful revenue contributions in 2026. Genuit also continues to prioritize productivity enhancements and operational efficiencies to help offset market challenges and strengthen its positioning for an eventual sector recovery.

    Genuit Group’s outlook is underpinned by solid financial fundamentals and constructive technical indicators. Strong cash generation and a stable balance sheet provide resilience, while the stock’s upward trajectory supports a positive near-term view. The company’s valuation appears reasonable, offering a balanced risk–reward profile.

    More about Genuit Group

    Genuit Group plc is the UK’s largest supplier of sustainable water, climate, and ventilation solutions for the built environment. The company helps customers adapt to and mitigate the impacts of climate change by meeting evolving regulatory and sustainability requirements. Genuit operates through three core business units—Climate Management Solutions, Water Management Solutions, and Sustainable Building Solutions—and primarily serves the UK, with a growing footprint across Europe, the Middle East, and North America.