Blog

Volex plc (LSE:VLX) reported robust half-year results for the six months ended 30 September 2025, achieving a 12.7% increase in revenue to $583.9 million and a 20.2% rise in underlying operating profit. Operating margins remained at the upper end of the company’s target range, reflecting strong productivity gains and ongoing operational efficiencies. The Data Centres segment was a standout performer, posting an impressive 80% surge in sales. Backed by long-term investments and expanded production capacity, Volex continues to make steady progress toward the goals set out in its five-year strategic plan.

The recent appointment of Dave Webster as Non-Executive Chairman further strengthens the company’s leadership and governance structure. Management reaffirmed confidence in meeting full-year market expectations, underlining its commitment to delivering sustainable growth and long-term shareholder value.

Volex’s outlook remains positive, supported by solid financial performance, strong strategic execution, and encouraging earnings call commentary. While technical analysis suggests mild short-term bearish momentum, the longer-term trajectory remains favorable, with a reasonable valuation offering balanced potential for investors.

More about Volex plc

Volex plc is a global provider of integrated manufacturing solutions for mission-critical power and data connectivity applications. The company serves major international blue-chip clients across five core sectors: Electric Vehicles, Consumer Electricals, Medical, Complex Industrial Technology, and Off-Highway. Headquartered in the UK, Volex operates 25 state-of-the-art manufacturing facilities worldwide and employs more than 13,000 people across 25 countries.

Experian plc (LSE:EXPN) delivered a robust performance for the first half of FY26, reporting a 12% increase in total revenue and 8% organic growth. The company’s strong results were driven by continued investment in AI-powered automation, product innovation, and personalized digital experiences that strengthened consumer relationships and enhanced operational efficiency. Growth was broad-based across all regions, with standout contributions from North America and EMEA. The B2B division posted 8% organic revenue growth, supported by solid demand in data, analytics, and mortgage services, while the Consumer Services segment rose 9%. Experian expects to achieve total revenue growth of around 11% for the full fiscal year, reflecting sustained momentum across its key markets.

The company’s financial performance remains the main driver of its positive outlook, underpinned by strong profitability and global scale. However, technical indicators signal short-term bearish momentum, and the stock’s elevated P/E ratio suggests a potentially stretched valuation. Despite these factors, Experian’s diversified portfolio and execution of strategic initiatives continue to support a constructive long-term view.

More about Experian

Experian plc is a global leader in data and technology solutions, helping clients make informed decisions across sectors including financial services, healthcare, automotive, agrifinance, and insurance. The company’s products enhance lending, prevent fraud, streamline healthcare operations, and optimize digital marketing performance. Headquartered in Dublin, Ireland, Experian is a FTSE 100 company employing more than 25,000 people across 32 countries.

Picton Property Income Limited (LSE:PCTN) has reported a strong set of half-year results, achieving a total return of 3.4% and a total shareholder return of 12.1%. The company’s active portfolio management, particularly within the industrial sector, contributed to a profit after tax of £15.1 million. Picton also continued its share buyback programme, reinforcing its commitment to enhancing shareholder value. The results underscore the company’s strategy of repositioning its portfolio to support sustainable earnings growth while improving environmental performance across its assets.

The company’s outlook remains supported by positive technical indicators and appealing valuation metrics. However, fluctuations in revenue and cash flow temper the overall sentiment slightly, suggesting that operational consistency will be key to sustaining future growth.

More about Picton Property Income

Picton Property Income Limited is a UK-listed Real Estate Investment Trust (REIT) with a diversified £695 million commercial property portfolio spanning the industrial, office, and retail sectors. Through strategic asset management and active portfolio optimisation, Picton aims to deliver steady income growth and long-term value creation for shareholders. The company has also set a firm commitment to achieving net zero carbon by 2040, aligning financial performance with sustainable development goals.

Renalytix plc (LSE:RENX) announced the publication of key clinical data on its KidneyIntelX.dkd test in the Diabetes Care journal, underscoring its growing role in chronic kidney disease (CKD) management. The study demonstrated that the test enables superior risk stratification and improved patient outcomes when used alongside SGLT2 inhibitor therapy, supporting a more personalized approach to treatment. The publication coincided with Renalytix’s presentations at the American Society of Nephrology Kidney Week, further validating the test’s importance in precision medicine and integrated care strategies aimed at reducing CKD progression.

While the company continues to face serious financial challenges, including declining revenue, significant operating losses, and ongoing solvency concerns, recent corporate milestones highlight increasing recognition of its technology and market potential. Nevertheless, weak technical indicators and valuation pressures continue to weigh on investor sentiment.

More about Renalytix

Renalytix is an AI-enabled diagnostics company dedicated to improving clinical outcomes for patients with kidney disease. Its flagship product, KidneyIntelX.dkd, is the only FDA-approved prognostic test for early-stage CKD risk assessment and has received Medicare reimbursement in the United States. By combining artificial intelligence with advanced biomarkers, Renalytix aims to support earlier intervention, better disease management, and reduced healthcare costs in both the US and UK.

Strategic Minerals plc (LSE:SML) announced notable advancements in its Redmoor Project, highlighting encouraging results from both drilling and metallurgical work. The company successfully completed two additional drill holes that intersected key sections of the Sheeted Vein System — a crucial component of the project’s mining model. Metallurgical testing has also delivered positive outcomes, showing high recovery rates for tungsten, tin, and copper, which could significantly enhance the project’s economic potential.

Strategic Minerals’ outlook remains underpinned by its ongoing financial recovery and favorable technical indicators. However, elevated valuation levels and a history of share price volatility continue to present risks. The lack of recent earnings call updates or corporate events provides limited further insight into near-term operations.

More about Strategic Minerals

Strategic Minerals plc is an international mineral exploration and production company primarily focused on developing the Redmoor Tungsten-Tin-Copper Project in southeast Cornwall. Recognized as one of Europe’s highest-grade undeveloped tungsten resources, Redmoor represents a key growth asset in the company’s portfolio as it advances toward potential production and value realization.

Arrow Exploration Corp. (LSE:AXL) has reported encouraging drilling results from its Mateguafa 5 (M-5) well located in the Tapir Block, Colombia, confirming the productive potential of the Mateguafa Attic field. The well encountered multiple hydrocarbon-bearing zones and has now been brought into production, with early output exceeding initial expectations. This success strengthens Arrow’s operational profile and underscores the company’s growth trajectory within Colombia’s hydrocarbon sector.

Building on the M-5 results, Arrow plans to advance its exploration program with the drilling of the Mateguafa 6 well and additional prospects identified through its 3D seismic surveys. These initiatives are expected to expand both production capacity and reserve volumes, further supporting the company’s strategy of sustainable, high-margin growth.

More about Arrow Exploration Corp.

Arrow Exploration Corp. is a dual-listed oil and gas company focused on developing and expanding production across Colombia’s key hydrocarbon basins, including the Llanos, Middle Magdalena Valley, and Putumayo. With high working interests, Brent-linked light oil pricing, and low royalty rates, the company operates with strong margins and growth potential. Arrow is listed on both the AIM market of the London Stock Exchange and the TSX Venture Exchange under the ticker AXL.

Motorpoint Group PLC (LSE:MOTR) reported strong results for the first half of FY26, highlighting the success of its ongoing strategic investments in data, technology, and operational efficiency. Revenue rose 15% to £647.7 million, while profit before tax surged 80% to £3.6 million. These gains were driven by enhanced digital capabilities that streamlined vehicle buying and selling processes, improved margins, and boosted sales volumes. The company outperformed the broader used car market, expanding its market share and delivering a return on capital employed of 58.8%.

Despite the impact of high interest rates on finance commission income, Motorpoint maintained strong vehicle margins and benefited from stable used car prices. The group continues to prioritize growth through new store openings, supply chain expansion, and further digital integration, all while maintaining a focus on customer satisfaction—reflected in its improved Net Promoter Score.

Motorpoint’s outlook remains balanced, combining financial resilience with certain risks tied to leverage and modest profitability. Technical indicators point to a neutral-to-bearish short-term trend, and valuation metrics suggest the shares are relatively expensive given a high P/E ratio and limited dividend yield.

More about Motorpoint

Motorpoint Group PLC is the UK’s largest independent omnichannel vehicle retailer, offering a seamless car-buying experience through its online platform Motorpoint.co.uk and a nationwide network of 21 retail stores. Specializing in the nearly new car segment, the company enables customers to buy, sell, and finance vehicles both digitally and in person. Motorpoint also operates Auction4Cars.com, a dedicated online B2B platform that facilitates wholesale vehicle sales across the UK.

Fuller, Smith & Turner plc (LSE:FSTA) reported a strong financial performance for the first half of 2025, driven by consistent operational execution and a clear strategic focus. Adjusted profit before tax rose 28%, while adjusted earnings per share increased 38% year-on-year. The company credited its success to a well-invested estate, a loyal customer base, and a disciplined long-term growth strategy. Like-for-like sales in its Managed Pubs and Hotels segment grew 4.6%, outperforming the broader market and underscoring the brand’s strength in premium hospitality.

The group remains in a solid financial position, supported by a strong balance sheet and continued investment in its property portfolio. Reflecting confidence in ongoing performance, Fuller’s raised its interim dividend by 6% and continued its share buyback programme, reinforcing its commitment to shareholder returns.

Fuller, Smith & Turner’s financial outlook remains positive, underpinned by steady revenue growth, robust profitability, and an attractive valuation that combines a fair P/E ratio with a healthy dividend yield. While technical indicators show limited momentum in the short term, the company’s fundamentals and strategic positioning support a constructive medium-term view.

More about Fuller, Smith & Turner

Fuller, Smith & Turner plc is a premium pubs and hotels operator with a strong footprint across southern England. Its 185 Managed Pubs and Hotels offer high-quality, seasonal food, an extensive drinks portfolio, and welcoming accommodation. With a heritage spanning over 180 years, Fuller’s remains committed to delivering memorable guest experiences and sustainable long-term growth.

SSE plc (LSE:SSE) has unveiled a £33 billion five-year investment strategy designed to strengthen its position in the UK electricity sector and accelerate long-term earnings growth. The plan emphasizes expanding the company’s exposure to regulated electricity networks and renewable energy infrastructure, aiming to deliver sustained value creation, economic growth, and job opportunities.

In its interim results for the six months ended September 2025, SSE reported performance broadly in line with expectations. The period saw a significant rise in capital expenditure, particularly across SSEN Transmission projects, reflecting progress on major infrastructure initiatives. Although operating profit and earnings per share declined year-on-year, management remains confident that the company’s large-scale strategic investments will underpin future profitability and support the transition to a cleaner, more resilient energy system.

SSE’s outlook remains positive, bolstered by strong technical indicators and upbeat earnings call commentary. While some cash flow volatility persists, valuation metrics suggest a fair market position, and record growth across key segments continues to reinforce investor confidence.

More about SSE

SSE plc is a leading UK energy company engaged in the development, operation, and management of electricity networks, renewable generation, and system flexibility solutions. With a strategic focus on supporting the UK’s energy transition, SSE is investing heavily in clean energy infrastructure to deliver sustainable growth and contribute to the achievement of national Net Zero targets.

Orcadian Energy Plc (LSE:ORCA), in partnership with The Independent Power Corporation Plc (IPC), showcased their Earlham gas field initiative at the Abu Dhabi International Petroleum Exhibition & Conference (ADIPEC). The project aims to supply natural gas to a dedicated power station that will generate clean electricity for UK data centers, integrating carbon dioxide reinjection to enhance gas recovery and reduce emissions. This collaboration underscores Orcadian’s commitment to developing low-carbon energy solutions and advancing its strategic transition toward sustainable production.

Despite promising technological and strategic progress, Orcadian Energy continues to face substantial financial challenges, including the absence of revenue, high leverage, and negative cash flows. These factors weigh heavily on its outlook, though recent corporate developments—such as partnerships and project advancements—offer some potential for longer-term improvement.

More about Orcadian Energy Plc

Orcadian Energy Plc is a UK-based oil and gas exploration and development company with a focus on low-emission, sustainable energy projects in the North Sea. The firm’s portfolio includes interests in the Pilot development project and the Earlham gas field, among others. By combining innovative carbon management practices with conventional energy development, Orcadian aims to supply reliable energy while minimizing the environmental impact and supporting the UK’s Net Zero objectives.