Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
Fidelity Special Values portfolio manager Alex Wright remains positive on UK equities as the market hits record highs. Despite strong recent returns, UK stocks continue to trade at a discount to global peers, with compelling opportunities in small and mid-cap companies...
Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
Ithaca Energy has reported a strong first half for 2025, with production averaging 123.6 kboe/d, adjusted EBITDAX exceeding $1.1 billion, and operating costs reduced to $17.5/boe. The company declared a $167 million interim dividend and confirmed plans to accelerate a further $133 million payment in December, reaffirming its full-year dividend target of $500 million...
Temple Bar Investment Trust has reported strong half-year results to 30 June 2025, with a 14.2% NAV total return and a 19.9% share price total return, outperforming the FTSE All-Share’s 9.1%. The Trust reduced its discount to NAV to 2% and declared an increased second interim dividend of 3.75p per share, reflecting its progressive dividend policy...
Cavendish frames the update as a substantial de risking event. The commissioning phase in January 2025 was a vital precursor, and the latest qualification work represents the final technical validation before production...
LondonMetric has declared a 7% increase in its first quarterly interim dividend for FY 2025/26 to 3.05 pence per share, payable as a Property Income Distribution. The dividend will be paid on 8 October 2025, with an ex-dividend date of 28 August 2025 and a scrip alternative available...
Convatec has announced a non-discretionary share buyback of up to $300 million to return surplus capital to shareholders. The programme, managed by UBS AG London Branch, will run until 31 December 2025 and aims to reduce the company’s share capital, with purchased shares either cancelled or held in treasury for employee plans...
HUTCHMED has completed patient enrollment for its Phase III SANOVO trial evaluating ORPATHYS® (savolitinib) with TAGRISSO® (osimertinib) as a first-line treatment for certain EGFR-mutated, MET-overexpressed non-small cell lung cancer patients...
DynaResource reported Q2 2025 revenue of $15.9m, up 43% year-on-year, with net operating income of $2.7m versus a $2.9m loss in Q2 2024. Gold sales rose to 5,712 ounces, supported by ongoing optimisation at the San Jose de Gracia Mine and new high-grade vein discoveries...
Cora Gold has announced its unaudited interim results for H1 2025, highlighting a +1 million ounce Mineral Resource Estimate at the Sanankoro Gold Project in Mali, a 13% increase from 2022. The company advanced its Definitive Feasibility Study, raised £1.55m to fund development, and is engaging with authorities on a mining permit...
Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
Fidelity Special Values portfolio manager Alex Wright remains positive on UK equities as the market hits record highs. Despite strong recent returns, UK stocks continue to trade at a discount to global peers, with compelling opportunities in small and mid-cap companies...
Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
Ithaca Energy has reported a strong first half for 2025, with production averaging 123.6 kboe/d, adjusted EBITDAX exceeding $1.1 billion, and operating costs reduced to $17.5/boe. The company declared a $167 million interim dividend and confirmed plans to accelerate a further $133 million payment in December, reaffirming its full-year dividend target of $500 million...
Temple Bar Investment Trust has reported strong half-year results to 30 June 2025, with a 14.2% NAV total return and a 19.9% share price total return, outperforming the FTSE All-Share’s 9.1%. The Trust reduced its discount to NAV to 2% and declared an increased second interim dividend of 3.75p per share, reflecting its progressive dividend policy...
Cavendish frames the update as a substantial de risking event. The commissioning phase in January 2025 was a vital precursor, and the latest qualification work represents the final technical validation before production...
LondonMetric has declared a 7% increase in its first quarterly interim dividend for FY 2025/26 to 3.05 pence per share, payable as a Property Income Distribution. The dividend will be paid on 8 October 2025, with an ex-dividend date of 28 August 2025 and a scrip alternative available...
Convatec has announced a non-discretionary share buyback of up to $300 million to return surplus capital to shareholders. The programme, managed by UBS AG London Branch, will run until 31 December 2025 and aims to reduce the company’s share capital, with purchased shares either cancelled or held in treasury for employee plans...
HUTCHMED has completed patient enrollment for its Phase III SANOVO trial evaluating ORPATHYS® (savolitinib) with TAGRISSO® (osimertinib) as a first-line treatment for certain EGFR-mutated, MET-overexpressed non-small cell lung cancer patients...
DynaResource reported Q2 2025 revenue of $15.9m, up 43% year-on-year, with net operating income of $2.7m versus a $2.9m loss in Q2 2024. Gold sales rose to 5,712 ounces, supported by ongoing optimisation at the San Jose de Gracia Mine and new high-grade vein discoveries...
Cora Gold has announced its unaudited interim results for H1 2025, highlighting a +1 million ounce Mineral Resource Estimate at the Sanankoro Gold Project in Mali, a 13% increase from 2022. The company advanced its Definitive Feasibility Study, raised £1.55m to fund development, and is engaging with authorities on a mining permit...
