Narf Industries plc (LSE:NARF) reported a robust 74% jump in revenue to $2.05 million for the six months ending September 2025, driven by a surge in larger contracts within its Government Research and Development division. The company also sharply narrowed its loss by 70% to $555,145, supported by tighter cost management and an increasingly healthy project pipeline. A major milestone was achieved by Ranger.ai, which earned Awardable status on the U.S. Department of Defense’s Platform One Marketplace—significantly improving the product’s accessibility for federal procurement. This progress reflects Narf’s strategy of converting research-driven work into scalable cybersecurity offerings, positioning the company to compete for larger, higher-value government contracts, with meaningful revenue contributions expected from 2027 onward.
More about Narf Industries plc
Narf Industries plc is a cybersecurity company specializing in advanced threat intelligence and the protection of critical infrastructure. Its core focus lies in government research and development programs that can be evolved into operational SaaS solutions for public-sector clients. Narf places particular emphasis on Agentic AI technologies as it builds next-generation cyber defense capabilities.
Myprotein, part of THG Nutrition (LSE:THG), has entered into a new partnership with Mars to introduce Snickers-flavoured protein powders alongside a range of Mars-branded protein bars. The collaboration supports Myprotein’s broader push for global market expansion, with the brand targeting sales of 45 million units by the end of 2025. It also underscores THG Nutrition’s ongoing focus on product innovation and differentiation within the competitive sports-nutrition category.
THG’s near-term outlook remains weighed down by continued financial pressures. Although the group’s strategic initiatives, including cost discipline and debt reduction, have delivered some encouraging progress, revenue softness and high leverage continue to dominate the risk profile. Technical indicators present a mixed picture, offering limited counterbalance to the company’s broader financial challenges.
More about THG
THG PLC is a global e-commerce company headquartered in Manchester, operating two core consumer divisions: THG Beauty and THG Nutrition. THG Beauty manages major online retail platforms such as Lookfantastic and Cult Beauty, while THG Nutrition—anchored by Myprotein—covers a wide range of health and wellness categories. The group distributes products directly to consumers worldwide and through an expanding network of strategic brand partnerships.
Carclo plc (LSE:CAR) has confirmed it will announce its half-year results for the six months ending 30 September 2025 on 21 November 2025. Following the release, CEO Frank Doorenbosch and CFO Ian Tichias will host a live presentation on the London Stock Exchange’s Sparklive platform, open to both current investors and prospective shareholders.
Carclo plc’s outlook continues to be shaped by notable financial pressures, including ongoing profitability challenges and concerns around overall financial stability. Although certain technical indicators point to modest positive momentum, the company’s elevated P/E ratio indicates that the shares may be overvalued. With no recent earnings call commentary or corporate updates, these elements do not contribute to the broader assessment.
More about Carclo plc
Carclo plc is a global precision engineering business that develops, industrializes, and manufactures specialized components and solutions for the Life Sciences, Aerospace, and Safety & Security sectors. The company emphasizes regional manufacturing capabilities and is listed on the London Stock Exchange.
80 Mile Plc (LSE:80M) has announced a series of board and senior management changes as the company shifts toward a free-carried position on core assets and prepares to restart operations at its Ferrandina biofuels facility in Italy. Eric Sondergaard is set to step down as Managing Director, with Troy Whittaker appointed as Executive Director, while Olga Solovieva will assume the role of Chief Operating Officer. These moves are designed to support the company’s progress on major initiatives such as the Disko-Nuussuaq project in Greenland and the Greenswitch Facility in Italy, reinforcing its broader clean-energy ambitions across Europe.
More about 80 Mile Plc
80 Mile Plc is an exploration and development company listed on London’s AIM market, the Frankfurt Stock Exchange, and the U.S. OTC Market. The firm targets high-grade critical metals in top-tier jurisdictions, with principal assets in Greenland, alongside an expanding industrial gas and biofuels venture in Italy. Its strategy centers on advancing flagship projects, building value through strategic partnerships, and scaling its presence in sustainable fuels and clean-energy solutions.
Cirata plc (LSE:CRTA) has signed a landmark three-year agreement worth $6.7 million with IBM, marking its largest deal to date with the technology giant. Under the contract, Cirata will supply data integration software to support a major financial services client, a win that not only deepens its collaboration with IBM but also bolsters its position within the financial services technology market.
Cirata’s broader outlook remains mixed. While management highlighted several positive developments during the latest earnings call—particularly around strategic priorities in data integration and ongoing cost-efficiency measures—the company continues to face meaningful financial pressures. Persistent cash flow constraints, valuation concerns, and operational execution risks weigh heavily on its near-term prospects.
More about Cirata plc
Cirata plc specialises in data replication and integration software designed to help enterprises move and manage data across complex environments. The company has a strong focus on financial services customers and collaborates with major technology partners, including IBM, to deliver scalable integration solutions.
IXICO plc (LSE:IXI) has secured a new contract exceeding £3.5 million to deliver imaging services for a global Phase 3 clinical study in Huntington’s Disease (HD). The agreement strengthens IXICO’s long-standing expertise in HD and aligns with its “Innovate, Lead, Scale” strategy, which focuses on accelerating international growth. The company’s participation in this late-stage trial further reinforces its position within the HD research community and its commitment to supporting the development of treatments for this rare neurodegenerative condition.
IXICO plc’s overall outlook remains constrained by ongoing financial pressures, most notably weak revenue performance and persistent profitability challenges. Technical signals show limited conviction, while valuation indicators continue to reflect the company’s earnings struggles. The lack of recent earnings call commentary or corporate updates provides little additional clarity.
More about IXICO plc
IXICO plc is a specialist in neuroscience imaging and biomarker analytics, leveraging its proprietary AI-enabled platform to support advancements in neurological disease therapies. With two decades of experience as an end-to-end Imaging Contract Research Organisation (iCRO), IXICO partners with major pharmaceutical companies, emerging biotech firms, global disease networks, and non-profit groups. The company has contributed to hundreds of clinical studies worldwide, analysing extensive imaging datasets to advance research across a range of neurological disorders.
Tekmar Group plc (LSE:TGP) has landed a major contract valued at more than €3.5 million to deliver its polyurethane cable protection systems for a large offshore energy development in the Middle East. The award represents the company’s biggest order of this type from the customer and follows an earlier $10 million agreement, reinforcing Tekmar’s growing footprint in the region and its reputation for reliable asset-protection technology.
Despite this commercial momentum, Tekmar Group plc continues to face a challenging financial landscape. Profitability remains negative, cash generation is under pressure, and valuation metrics offer little appeal, with a negative P/E ratio and no dividend support. While some technical indicators hint at potential upside, they are not strong enough to counterbalance the underlying financial weaknesses.
More about Tekmar Group plc
Tekmar Group plc provides advanced protection systems and engineering services for the offshore energy sector, particularly offshore wind. Drawing on nearly four decades of operational expertise, the company delivers solutions spanning geotechnical engineering, simulation, subsea protection equipment, and stability technology. Based in the UK, Tekmar maintains a global presence with operations across 18 locations in Europe, Africa, the Middle East, Asia Pacific, and North America.
U.S. stock futures signaled a sharply weaker open on Friday, suggesting that the market downturn from the prior session is far from over.
Tech names remained at the center of the sell-off, with valuation worries dragging chip giants Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) more than 3% lower in pre-market trading. Major growth stocks such as Palantir Technologies (NASDAQ:PLTR) and Tesla (NASDAQ:TSLA) were also under pressure, extending what is shaping up to be a punishing week for the broader tech sector.
“Markets are down across the board as investors fret about cracks in the narrative that’s driven the mother of all tech rallies over the past few years,” said Dan Coatsworth, head of markets at AJ Bell.
He added, “Investors are worried about rich equity valuations and how billions of dollars are being spent on AI just at a time when the jobs market is looking fragile.”
The market’s slide also reflects growing concerns about monetary policy, following cautious commentary from Federal Reserve officials and uncertainty tied to key U.S. economic indicators that may not be published due to the lengthy government shutdown.
According to CME Group’s FedWatch Tool, the likelihood of a quarter-point cut at the December Fed meeting has fallen to 53.2%, down from 66.9% just a week earlier.
Thursday’s session saw stocks fall sharply at the open before accelerating to the downside throughout the day. By the close, all major averages had suffered heavy losses, breaking a two-day stretch of mixed results. The Nasdaq dropped 536.10 points, or 2.3%, to 22,870.36. The S&P 500 slid 113.43 points, or 1.7%, to 6,737.49, while the Dow sank 797.60 points, or 1.7%, to 47,457.22.
The Dow’s reversal was fueled in part by an abrupt slump in Disney (NYSE:DIS) shares, which plunged 7.8%. The company posted better-than-expected quarterly earnings but missed on revenue, sparking renewed concern about its growth outlook.
High-flying tech names remained under pressure as stretched valuations met a renewed sense of caution. Nvidia—at the center of the AI boom—tumbled alongside Broadcom (AVGO) and Alphabet (GOOGL), weighing heavily on the broader Nasdaq.
Market anxiety also deepened as traders questioned whether essential U.S. economic reports will ever be published. While President Donald Trump signed a short-term funding measure to end the historic shutdown, White House press secretary Karoline Leavitt warned that the October jobs and inflation releases are “likely never being released.”
That uncertainty leaves investors and policymakers “flying blind,” with limited insight into the health of the U.S. economy ahead of the December Fed decision.
Among sectors, computer hardware stocks were some of the hardest hit, with the NYSE Arca Computer Hardware Index tumbling 7%. Semiconductor, networking and software groups also slid sharply.
Beyond tech, weakness spread across the market, dragging down gold miners, financials, and airline stocks as the latest wave of risk aversion rippled through Wall Street.
European equities fell sharply on Friday, extending the prior session’s decline as concerns over a possible bubble in artificial intelligence and uncertainty surrounding the U.S. interest-rate path weighed on sentiment.
Although the United States finally ended its record-long government shutdown, the agreement that reopened federal agencies left several key policy issues unresolved.
Adding to the unease, the White House signaled that October’s employment and inflation figures will “likely never” be published due to the shutdown’s disruption.
Investors also had to digest fresh evidence of China’s weakening economy, with October data reflecting sluggish consumer spending and deeper stress across the property sector.
By mid-morning trading, the U.K.’s FTSE 100 had fallen 1.9%, Germany’s DAX was down 1.8%, and France’s CAC 40 had declined 1.7%.
Land Securities (LSE:LAND) dropped sharply even after the British property group reported solid income growth for the six months to September 30, 2025.
Swiss Re (TG:SR9) also moved lower despite posting nine-month net earnings of $4 billion, up 85% from a year earlier.
In contrast, Siemens Energy (BIT:1ENR) jumped after the German manufacturer significantly upgraded its mid-term outlook, supported by strong demand for gas turbines, services, and power-transmission equipment.
Luxury group Richemont (TG:RITN) advanced as well, buoyed by robust first-half growth, while Allianz (TG:ALV) rose after delivering a stronger-than-expected 15% increase in third-quarter profit.
Orcadian Energy Plc (LSE:ORCA) is stepping onto the global stage with a bold vision for the future of low-carbon power generation. In a recent appearance on The Watch List, CEO Steven A. Brown discussed the company’s latest milestone: the presentation of a pioneering offshore gas-to-power project at ADIPEC, one of the world’s largest energy conferences.
The project, developed alongside partners Independent Power Corporation (IPC) and the Marine Low Carbon Power Company, represents a significant step forward for Orcadian Energy Plc’s strategy to deliver clean, dispatchable power—something Brown calls “the holy grail” of the modern energy sector.
A New Approach to Offshore Gas and Carbon Capture
At the core of the ADIPEC showcase is Orcadian’s unusual southern North Sea gas field. While geologically strong and ideal for development, the field contains roughly 50% CO₂—meaning any viable development solution must actively manage carbon emissions.
Brown explained that the partnership’s proposed offshore platform integrates gas production, power generation, and full-cycle carbon capture:
Gas is produced and partially separated from its high CO₂ content.
The methane and remaining CO₂ are used to generate offshore power.
All CO₂—both pre- and post-combustion—is captured and reinjected back into the reservoir.
This reinjection not only sequesters the CO₂ but also maintains reservoir pressure, improving gas recovery.
The result is a system capable of delivering “clean, dispatchable power”—a combination of reliability and low emissions that renewable sources or conventional fossil fuels alone cannot consistently provide.
The company plans to transmit this low-carbon power through the grid bottleneck near Norwich, directly targeting the rapidly growing energy demands of data centre operators—particularly those powering artificial intelligence infrastructure.
“We call this not a gas-to-power strategy, but a gas-to-artificial intelligence strategy,” Brown said.
As AI workloads surge globally, reliable, low-carbon energy sources have become one of the most sought-after commodities. Orcadian Energy Plc’s project aims to position the company at the centre of this emerging demand.
Viscous Oil Assets Still Play a Role
Although the company is now gaining attention for its low-carbon gas strategy, Orcadian’s origins lie in its viscous oil portfolio.
The firm’s Pilot oil field—an 80-million-barrel recoverable discovery—remains a central asset. Orcadian holds an 18.75% stake in the project, fully carried by its partner Ping. Brown described this partnership model as ideal: secure a licence, design a strong development plan, bring in a capable partner, and be carried through to first oil or first gas.
Why Orcadian Acquired a Company With No Licences
In a strategic move last year, Orcadian acquired Halo, a company with no existing licences. At first glance this might seem puzzling—but Brown highlighted a hidden value.
Halo brought:
High-quality historical data on the Pegasus and Andromeda gas fields
A fiscal history that provides significant tax and financial advantages when combined with producing assets
This fiscal benefit, rather than the assets themselves, drove the acquisition. Orcadian now aims to crystallise this value by pairing Halo’s fiscal position with new producing fields.
Looking Ahead
Orcadian Energy Plc’s recent visibility at ADIPEC signals a growing international profile and a shift toward innovative, low-carbon solutions that serve the rapidly expanding AI and data centre markets.
As Brown summarised, the company is actively working to unlock both environmental and shareholder value across its evolving portfolio.
For more information on Orcadian Energy Plc’s low-carbon initiatives, visit orcadian.energy.
