Ethan Davis

ICG Enterprise Trust: 16% Earnings Growth, 24 Exits and the AI Opportunity Behind Its Defensive Strategy (video)

ICG Enterprise Trust delivers 16% EBITDA growth and 24 exits. Hardman & Co's Mark Thomas examines valuations, AI opportunities and the outlook for realisations...

Ithaca Energy, Jersey Oil & Gas and Serica Energy in focus after Jackdaw approval

The UK government’s decision to approve production from the Jackdaw gas field in the North Sea has renewed attention on the future of domestic oil and gas development, with implications..

Ilika plc: ORKA Launch Opens New Commercial Opportunities for Goliath in Marine and Defence Markets (video)

Ilika CEO Graeme Purdy explains how ORKA could accelerate Goliath's commercialisation through underwater defence applications while maintaining the company's long-term electric vehicle strategy...

accesso Technology Group: AI, Payments and a Near-Doubling of Multi-Product Opportunities (video)

accesso Technology Group Plc (LON) CEO Lee Cowie sets out how the group is bringing ticketing, retail, food and beverage, queueing, marketing and payments into a broader software ecosystem designed..

Meridian Holdings Profits Rise, Debt Falls 65% and the Focus Shifts to Sustained Growth (video)

Meridian Holdings has reported its second consecutive profitable quarter, with adjusted EBITDA up 43% and net debt reduced by 65%. Chairman and CFO William Scott discusses the group's improving financial..

UK Investment Trusts: Latest News and Fund Manager Interviews – LWDB, FGT, RICA, BIOG, FSV

Across these five interviews, several common investment themes emerge: opportunities created by undervalued UK equities, the potential benefits and risks of artificial intelligence, increasing corporate takeover activity and the importance..

Genflow Biosciences: SLAB-VET Results Put SIRT6 Partnering and Human Therapies in Focus (video)

Genflow Biosciences’ latest SLAB-VET-001 results are sharpening the commercial case for its SIRT6c platform. CEO Dr Eric Leire discusses the signals seen in naturally aged dogs, why pDNA is leading..

Oriole Resources: 32.2Mt Wapouzé Resource Opens a Potential Multi-Decade Revenue Opportunity (video)

Oriole Resources’ 32.2Mt maiden resource at Wapouzé could turn a non-core marble asset into a multi-decade commercial opportunity. CEO Martin Rosser discusses the potential route to production..

Hercules plc: £5m Q4 Wins Put £50m+ Civil Projects Ambition in Focus (video)

Hercules CEO Brusk Korkmaz discusses £5m of new Civil Projects contracts, the £104bn-plus AMP8 investment programme and how stronger self-delivery capability could help the division win larger projects. He also..

Avingtrans plc: Record £163m Revenue, 90% Order Cover and Adaptix Nears Commercial Breakthrough

Avingtrans CEO Steve McQuillan discusses record £163m revenue, more than 90% order coverage and growing nuclear opportunities, while Adaptix moves from regulatory approvals towards commercial orthopaedic sales...

Manx Financial Group PLC – Record Lending, European Expansion and a £1m Profit Opportunity (video)

Manx Financial Group CEO Douglas Grant discusses a record £422.9 million loan book, strong growth at Payment Assist, the £1 million profit opportunity from Triskel Finance and the Group’s next..

Chesnara plc – £51m of Early Synergies, an Active M&A Funnel and the Next Cash Levers (video)

Chesnara says around £51m of operating capital generation came from structural day-one synergies following the Chesnara Life acquisition, with further benefits expected as migration progresses. Steve Murray and Tom Howard..

Chesnara plc Presentation — 6% Dividend Uplift, £1bn of Added Lifetime Cash and the Next M&A Moves

Chesnara’s first-half results put numbers behind the impact of its recent acquisitions: operating capital generation rose 77%, assets under administration reached £21bn and the interim dividend increased 6%. Steve Murray..

CMC Markets Chris Cheverall Explains Why 24/7 Liquidity and AI Could Reshape CMC Connect (video)

CMC Markets is targeting a future built around 24/7 market access, deeper institutional partnerships and AI-enabled distribution. Chris Cheverall explains how CMC Connect is using liquidity, APIs and its product..

Touchstone Exploration: Paul Baay targets new production as Cascadura optimisation gathers momentum (video)

Touchstone Exploration is entering a fresh operational phase, with two WD-4 wells targeting up to 200 barrels per day of combined production and further optimisation work under way at Cascadura...

Premier Miton UK Multi Cap Income Fund: Gervais Williams on the overlooked UK income stocks (video)

The Premier Miton UK Multi Cap Income Fund Co-Fund Manager explains why income growth, strong cash generation and undervalued smaller companies could become increasingly important, while highlighting opportunities in Victorian..

Ilika plc: Goliath gains commercial momentum as validation, defence interest and Brompton trials converge (video)

Ilika plc (LON:IKA) CEO Graeme Purdy explains why one of Goliath’s most important advances may not be a headline performance metric at all, but the tighter consistency now being delivered..

Cora Gold: Standout Zone B grades point to a bigger Sanankoro mine plan (video)

Cora Gold CEO Bert Monro discusses standout 2026 drilling results from Zone B, where mineralisation outside the existing pit shell could support resource growth and potentially extend Sanankoro into fresh..

Computacenter posts record first half and raises full-year outlook

Computacenter reported record first-half growth, strong trading in North America and the UK, and raised full-year adjusted profit expectations...

Meridian Holdings Shares Outperform Magnificent Seven in 2026

Meridian Holdings Inc. (NASDAQ: MRDN) has continued to outperform the Magnificent Seven in 2026, with its shares gaining approximately 45% year to date through the close on 31 August. Meridian..

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Ethan Davis

ICG Enterprise Trust: 16% Earnings Growth, 24 Exits and the AI Opportunity Behind Its Defensive Strategy (video)

ICG Enterprise Trust delivers 16% EBITDA growth and 24 exits. Hardman & Co's Mark Thomas examines valuations, AI opportunities and the outlook for realisations...

Ilika plc: ORKA Launch Opens New Commercial Opportunities for Goliath in Marine and Defence Markets (video)

Ilika CEO Graeme Purdy explains how ORKA could accelerate Goliath's commercialisation through underwater defence applications while maintaining the company's long-term electric vehicle strategy...

Meridian Holdings Profits Rise, Debt Falls 65% and the Focus Shifts to Sustained Growth (video)

Meridian Holdings has reported its second consecutive profitable quarter, with adjusted EBITDA up 43% and net debt reduced by 65%. Chairman and CFO William Scott discusses the group's improving financial position, the regulatory situation in Brazil and its strategy for delivering sustainable growth through proprietary technology, disciplined acquisitions and consistent cash generation...

UK Investment Trusts: Latest News and Fund Manager Interviews – LWDB, FGT, RICA, BIOG, FSV

Across these five interviews, several common investment themes emerge: opportunities created by undervalued UK equities, the potential benefits and risks of artificial intelligence, increasing corporate takeover activity and the importance of selecting businesses with strong long-term prospects...

Genflow Biosciences: SLAB-VET Results Put SIRT6 Partnering and Human Therapies in Focus (video)

Genflow Biosciences’ latest SLAB-VET-001 results are sharpening the commercial case for its SIRT6c platform. CEO Dr Eric Leire discusses the signals seen in naturally aged dogs, why pDNA is leading the veterinary programme, growing interest from animal health companies and how progress could feed into Genflow’s human sarcopenia strategy...

Oriole Resources: 32.2Mt Wapouzé Resource Opens a Potential Multi-Decade Revenue Opportunity (video)

Oriole Resources’ 32.2Mt maiden resource at Wapouzé could turn a non-core marble asset into a multi-decade commercial opportunity. CEO Martin Rosser discusses the potential route to production..

Hercules plc: £5m Q4 Wins Put £50m+ Civil Projects Ambition in Focus (video)

Hercules CEO Brusk Korkmaz discusses £5m of new Civil Projects contracts, the £104bn-plus AMP8 investment programme and how stronger self-delivery capability could help the division win larger projects. He also sets out an ambition for Civil Projects delivery to potentially exceed £50m a year within five years...

Avingtrans plc: Record £163m Revenue, 90% Order Cover and Adaptix Nears Commercial Breakthrough

Avingtrans CEO Steve McQuillan discusses record £163m revenue, more than 90% order coverage and growing nuclear opportunities, while Adaptix moves from regulatory approvals towards commercial orthopaedic sales...

Manx Financial Group PLC – Record Lending, European Expansion and a £1m Profit Opportunity (video)

Manx Financial Group CEO Douglas Grant discusses a record £422.9 million loan book, strong growth at Payment Assist, the £1 million profit opportunity from Triskel Finance and the Group’s next potential growth driver as Payment Assist targets expansion into Ireland...

Chesnara plc – £51m of Early Synergies, an Active M&A Funnel and the Next Cash Levers (video)

Chesnara says around £51m of operating capital generation came from structural day-one synergies following the Chesnara Life acquisition, with further benefits expected as migration progresses. Steve Murray and Tom Howard also discuss a buoyant M&A pipeline, opportunities to use AI to cut migration and operating costs, and why recurring management actions should contribute around 30% of annual OCG...

Chesnara plc Presentation — 6% Dividend Uplift, £1bn of Added Lifetime Cash and the Next M&A Moves

Chesnara’s first-half results put numbers behind the impact of its recent acquisitions: operating capital generation rose 77%, assets under administration reached £21bn and the interim dividend increased 6%. Steve Murray and Tom Howard explain how Chesnara Life is performing, progress on Scottish Widows Europe and why further M&A remains firmly on the agenda...

CMC Markets Chris Cheverall Explains Why 24/7 Liquidity and AI Could Reshape CMC Connect (video)

CMC Markets is targeting a future built around 24/7 market access, deeper institutional partnerships and AI-enabled distribution. Chris Cheverall explains how CMC Connect is using liquidity, APIs and its product manufacturing capabilities to expand the opportunities available to partners...

Touchstone Exploration: Paul Baay targets new production as Cascadura optimisation gathers momentum (video)

Touchstone Exploration is entering a fresh operational phase, with two WD-4 wells targeting up to 200 barrels per day of combined production and further optimisation work under way at Cascadura...

Premier Miton UK Multi Cap Income Fund: Gervais Williams on the overlooked UK income stocks (video)

The Premier Miton UK Multi Cap Income Fund Co-Fund Manager explains why income growth, strong cash generation and undervalued smaller companies could become increasingly important, while highlighting opportunities in Victorian Plumbing, Personal Group, ACG Metals, PayPoint, Diversified Energy and CMC Markets...

Cora Gold: Standout Zone B grades point to a bigger Sanankoro mine plan (video)

Cora Gold CEO Bert Monro discusses standout 2026 drilling results from Zone B, where mineralisation outside the existing pit shell could support resource growth and potentially extend Sanankoro into fresh rock at depth...

Computacenter posts record first half and raises full-year outlook

Computacenter reported record first-half growth, strong trading in North America and the UK, and raised full-year adjusted profit expectations...
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Ethan Davis

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