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Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction, developer-focused portfolio and is available free to UK investors...

TEAM plc CIO Flags 20% Plus Returns, AI Capex Doubts and Looming Inflation Shock (Video)

TEAM plc’s Craig Farley explains how a barbell equity strategy, precious metals exposure and disciplined bond positioning drove 20 percent plus returns in 2025. He now sees cracks forming in the AI capex story, rising geopolitical confrontation under a revamped US foreign policy doctrine, and the potential for a second inflation wave. Portfolio positioning for 2026 is already shifting...

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Heavy AI capital commitments put big tech valuations under scrutiny

Investors are reassessing Big Tech valuations as aggressive AI spending raises questions about timing, returns and capital discipline...

Tekmar wins £4m European offshore wind CPS award

Tekmar Group plc has been awarded a contract in excess of £4 million to deliver its latest Cable Protection Systems to a large European offshore wind project...

Mega cap earnings face higher bar

Strong earnings from leading US technology firms highlight that valuation, capital allocation and execution risk now matter as much as headline growth...

Retail moves from volatility to strategic execution

Retail is entering a steadier phase where execution, technology adoption and customer focus will determine which businesses create lasting value...

Golden Matrix secures Latin American distribution through Brazino777 agreement

Golden Matrix expands its distribution network in Latin America through a new Expanse Studios partnership with Brazino777...

Diverse Income Trust Plc reports 8.5% H1 returns and review of redemptions and discount

For the six months to 30 November 2025, NAV per share rose to 113.21p and revenue earnings increased year-on-year, supporting a higher interim dividend...

Business relief reform and succession risk

Business Relief reform from 2026 introduces new caps that could materially affect succession plans for growing UK companies...

Changing clinician behaviour reshapes commercial strategy for 2026

As clinician engagement becomes more digital and measurable, companies that act on behavioural data can improve targeting, reduce risk and strengthen competitive positioning in 2026...

Design priorities reshape kitchen investment landscape in 2026

2026 kitchen design trends show clear demand for practical features, natural materials and timeless styling in wet zones...

GCP Infra reports £853.8m portfolio and advances capital allocation plan

As at 31 December 2025, GCP Infra reported a NAV of 100.27p per share and a portfolio yield of 8.0% across 47 investments...

RTW Biotech Opportunities reports January NAV of US$2.37; sector activity builds

As at 31 January 2026, RTW Biotech Opportunities Ltd recorded an unaudited NAV of US$2.37 per share, reflecting a 3.6% monthly decline...

TwentyFour Income Fund reports 9.65% one-year NAV return to January 2026

TwentyFour Income Fund Limited has published its January 2026 factsheet, reporting a 9.65% one-year NAV total return and a current mark-to-market yield of 9.93% as at 30 January 2026...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

NatWest Group posts higher profit and dividend growth in 2025

NatWest Group reported attributable profit of £5.5 billion for 2025, with earnings per share up 27% and dividends per share rising 51% year-on-year...

Drax appoints Mark Clare as Non-Executive Director

Drax Group plc has appointed Mark Clare as a non-executive director, effective 13 February 2026. Clare brings extensive board and executive experience across the energy, consumer service and construction sectors, including senior roles at Centrica plc, United Utilities Group plc and Barratt Developments plc...

Tern Plc launches £384,408 Open Offer at 0.40p per share

Tern Plc has announced an Open Offer to raise up to £384,408 through the issue of up to 96,101,957 shares at 0.40p each, a 20% discount to the 12 February 2026 closing price...

Jubilee Metals builds scalable copper platform in Zambia

A scalable copper processing platform in Zambia designed to convert overlooked resources into refined metal with disciplined capital deployment...
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Geiger Counter positioning for a sustained uranium rally | Latest Research

A new research note from Kepler Trust Intelligence examines how Geiger Counter (GCL) is positioned to benefit from a sustained rise in uranium prices. The report outlines the trust’s high-conviction, developer-focused portfolio and is available free to UK investors...

TEAM plc CIO Flags 20% Plus Returns, AI Capex Doubts and Looming Inflation Shock (Video)

TEAM plc’s Craig Farley explains how a barbell equity strategy, precious metals exposure and disciplined bond positioning drove 20 percent plus returns in 2025. He now sees cracks forming in the AI capex story, rising geopolitical confrontation under a revamped US foreign policy doctrine, and the potential for a second inflation wave. Portfolio positioning for 2026 is already shifting...

Manx Financial Group Builds Strong Momentum Heading into 2026 – Shore Capital

Manx Financial Group enters 2026 with solid momentum, says Shore Capital, highlighting growth at Conister Bank and Payment Assist...

Heavy AI capital commitments put big tech valuations under scrutiny

Investors are reassessing Big Tech valuations as aggressive AI spending raises questions about timing, returns and capital discipline...

Tekmar wins £4m European offshore wind CPS award

Tekmar Group plc has been awarded a contract in excess of £4 million to deliver its latest Cable Protection Systems to a large European offshore wind project...

Mega cap earnings face higher bar

Strong earnings from leading US technology firms highlight that valuation, capital allocation and execution risk now matter as much as headline growth...

Retail moves from volatility to strategic execution

Retail is entering a steadier phase where execution, technology adoption and customer focus will determine which businesses create lasting value...

Golden Matrix secures Latin American distribution through Brazino777 agreement

Golden Matrix expands its distribution network in Latin America through a new Expanse Studios partnership with Brazino777...

Diverse Income Trust Plc reports 8.5% H1 returns and review of redemptions and discount

For the six months to 30 November 2025, NAV per share rose to 113.21p and revenue earnings increased year-on-year, supporting a higher interim dividend...

Business relief reform and succession risk

Business Relief reform from 2026 introduces new caps that could materially affect succession plans for growing UK companies...

Changing clinician behaviour reshapes commercial strategy for 2026

As clinician engagement becomes more digital and measurable, companies that act on behavioural data can improve targeting, reduce risk and strengthen competitive positioning in 2026...

Design priorities reshape kitchen investment landscape in 2026

2026 kitchen design trends show clear demand for practical features, natural materials and timeless styling in wet zones...

GCP Infra reports £853.8m portfolio and advances capital allocation plan

As at 31 December 2025, GCP Infra reported a NAV of 100.27p per share and a portfolio yield of 8.0% across 47 investments...

RTW Biotech Opportunities reports January NAV of US$2.37; sector activity builds

As at 31 January 2026, RTW Biotech Opportunities Ltd recorded an unaudited NAV of US$2.37 per share, reflecting a 3.6% monthly decline...

TwentyFour Income Fund reports 9.65% one-year NAV return to January 2026

TwentyFour Income Fund Limited has published its January 2026 factsheet, reporting a 9.65% one-year NAV total return and a current mark-to-market yield of 9.93% as at 30 January 2026...

Vp plc Earnings Reset Reflects Market Headwinds, Says Equity Development

Vp plc resets earnings expectations amid market headwinds, with Equity Development highlighting recovery potential and attractive sub 10x valuation...

NatWest Group posts higher profit and dividend growth in 2025

NatWest Group reported attributable profit of £5.5 billion for 2025, with earnings per share up 27% and dividends per share rising 51% year-on-year...

Drax appoints Mark Clare as Non-Executive Director

Drax Group plc has appointed Mark Clare as a non-executive director, effective 13 February 2026. Clare brings extensive board and executive experience across the energy, consumer service and construction sectors, including senior roles at Centrica plc, United Utilities Group plc and Barratt Developments plc...

Tern Plc launches £384,408 Open Offer at 0.40p per share

Tern Plc has announced an Open Offer to raise up to £384,408 through the issue of up to 96,101,957 shares at 0.40p each, a 20% discount to the 12 February 2026 closing price...

Jubilee Metals builds scalable copper platform in Zambia

A scalable copper processing platform in Zambia designed to convert overlooked resources into refined metal with disciplined capital deployment...
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