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Copper prices break above US$13,000

Copper’s relevance to electrification and digital infrastructure makes it a strategic consideration for long-term investment narratives...

Geopolitical tensions reinforce gold’s strategic appeal

Heightened geopolitical tensions are reinforcing gold’s role as a strategic hedge as investors navigate currency strength and shifting rate expectations...

Oil rally reinforces energy sector positioning

Oil prices have risen on renewed Middle East tensions, reinforcing the near term earnings outlook for energy producers...

Gold momentum strengthens near record levels

Rising geopolitical tension and steady institutional demand are reinforcing gold’s strategic appeal for long-term investors...

Elemental Royalty highlights production milestone at Chapi Copper Project

Elemental Royalty Corporation announced first copper cathode production at the Chapi Copper Project in southern Peru, where it holds a 2% NSR royalty...

Oxford Biomedica schedules Capital Markets Day and upcoming Investor Conferences

Oxford Biomedica plc will hold its Capital Markets Day on 2 June 2026 in London and participate in several investor conferences between March and June 2026. The company will also report FY 2025 preliminary results on 26 March 2026, followed by a virtual analyst briefing...

Johnson Service Group reports 16% profit growth and margin expansion in FY25

Johnson Service Group PLC reported a 4.3% increase in revenue to £535.4m and a 16.4% rise in adjusted operating profit to £72.5m for the year ended 31 December 2025. Margins improved to 13.5%, with the Board expecting further growth and a margin of at least 14% in 2026...

Fresnillo delivers strong 2025 performance and highest dividend to date

Fresnillo plc reported higher revenues, expanded margins and strong cash generation for the year ended 31 December 2025. Gold production exceeded guidance, silver met expectations, and total dividends reached US$950 million, supported by a net cash position of US$1.9 billion...

Smiths to acquire DRC Heat Transfer to expand data centre capabilities

Smiths has agreed to acquire US-based DRC Heat Transfer for £164m, strengthening Flex-Tek’s industrial heat business and expanding its cooling and power generation solutions for data centres and other mission-critical markets...

Weir completes acquisition of remaining stake in Chile’s ESEL

Weir has acquired the remaining 50% of ESCO Elecmetal Fundición Limitada (ESEL), bringing the Chile-based manufacturer fully into its ESCO Division. The move strengthens Weir’s direct market channels and manufacturing capacity in South America, with no change to its 2025 financial guidance...

Thor Energy reestablishes Board representation at EnviroCopper

Thor Energy has appointed Lincoln Moore as a director of EnviroCopper Limited, reflecting its continued backing of the ISR-focused copper company and its South Australian projects at Kapunda and Alford West...

Sintana Energy begins 3D seismic program on AREA OFF-1 offshore Uruguay

Sintana Energy has commenced a 4,300 km² 3D seismic survey on AREA OFF-1 offshore Uruguay, operated by Viridien. Fast-track results are expected in Q4 2026, with full PSDM results anticipated in Q2 2027. The company holds a 40% carried interest in the block...

Tern Plc issues 78.2m shares following Open Offer

Tern Plc announced valid acceptances for 78,163,662 Open Offer Shares at 0.40 pence per share, generating gross proceeds of about £312,654. The enlarged share capital will total 750,877,367 ordinary shares upon admission to AIM...

CyanConnode receives revised £37.5m cash offer proposal from Esyasoft

CyanConnode Holdings plc has received a revised non-binding all-cash proposal from Esyasoft Holding Ltd, a subsidiary of International Holding Company PJSC, valuing the company at £37.5 million, or 10.44p per share...

Elemental Royalty upsizes revolving credit facility to US$150 million

Elemental Royalty Corporation has amended its revolving credit facility, increasing it to US$150 million with a US$50 million accordion feature. The facility, led by National Bank Capital Markets and CIBC with National Bank of Canada as administrative agent, matures in February 2029 and is intended to support future royalty and streaming transactions...

Cooks Coffee Company’s Keith Jackson on strong growth and international expansion

Cooks Coffee Company highlights continued outperformance in the UK and Ireland, new retail partnerships with Tesco and Next, and master franchise agreements in the UAE and India as it builds long-term international growth...

Asia small-cap investing beyond growth stories and risk myths

Long-term market history and hands-on research challenge common assumptions about Asia small-cap investing, revealing how disciplined valuation and business quality have driven returns over time...

TEAM plc CIO Craig Farley on 2025 market resilience and positioning for 2026

Craig Farley, CIO of TEAM plc, reviews 2025’s market recovery, explains the firm’s barbell equity and fixed income positioning, and highlights key risks for 2026 including hyperscaler AI spending, geopolitical tensions, and a potential second wave of inflation...

FTSE 100 Falls as Oil Spike and Geopolitical Tensions Weigh on Risk Appetite

FTSE 100 declines as oil prices jump on geopolitical tensions, pressuring travel and banking stocks while energy shares limit losses...

Assessing China’s AI momentum one year after DeepSeek

One year after the launch of DeepSeek, China’s renewed AI momentum raises a key question for investors: does it reflect short-term enthusiasm or a deeper structural shift? With Chinese equities having rallied strongly, attention is turning to what has genuinely changed, and what this means for portfolio positioning...
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Copper prices break above US$13,000

Copper’s relevance to electrification and digital infrastructure makes it a strategic consideration for long-term investment narratives...

Geopolitical tensions reinforce gold’s strategic appeal

Heightened geopolitical tensions are reinforcing gold’s role as a strategic hedge as investors navigate currency strength and shifting rate expectations...

Oil rally reinforces energy sector positioning

Oil prices have risen on renewed Middle East tensions, reinforcing the near term earnings outlook for energy producers...

Gold momentum strengthens near record levels

Rising geopolitical tension and steady institutional demand are reinforcing gold’s strategic appeal for long-term investors...

Elemental Royalty highlights production milestone at Chapi Copper Project

Elemental Royalty Corporation announced first copper cathode production at the Chapi Copper Project in southern Peru, where it holds a 2% NSR royalty...

Oxford Biomedica schedules Capital Markets Day and upcoming Investor Conferences

Oxford Biomedica plc will hold its Capital Markets Day on 2 June 2026 in London and participate in several investor conferences between March and June 2026. The company will also report FY 2025 preliminary results on 26 March 2026, followed by a virtual analyst briefing...

Johnson Service Group reports 16% profit growth and margin expansion in FY25

Johnson Service Group PLC reported a 4.3% increase in revenue to £535.4m and a 16.4% rise in adjusted operating profit to £72.5m for the year ended 31 December 2025. Margins improved to 13.5%, with the Board expecting further growth and a margin of at least 14% in 2026...

Fresnillo delivers strong 2025 performance and highest dividend to date

Fresnillo plc reported higher revenues, expanded margins and strong cash generation for the year ended 31 December 2025. Gold production exceeded guidance, silver met expectations, and total dividends reached US$950 million, supported by a net cash position of US$1.9 billion...

Smiths to acquire DRC Heat Transfer to expand data centre capabilities

Smiths has agreed to acquire US-based DRC Heat Transfer for £164m, strengthening Flex-Tek’s industrial heat business and expanding its cooling and power generation solutions for data centres and other mission-critical markets...

Weir completes acquisition of remaining stake in Chile’s ESEL

Weir has acquired the remaining 50% of ESCO Elecmetal Fundición Limitada (ESEL), bringing the Chile-based manufacturer fully into its ESCO Division. The move strengthens Weir’s direct market channels and manufacturing capacity in South America, with no change to its 2025 financial guidance...

Thor Energy reestablishes Board representation at EnviroCopper

Thor Energy has appointed Lincoln Moore as a director of EnviroCopper Limited, reflecting its continued backing of the ISR-focused copper company and its South Australian projects at Kapunda and Alford West...

Sintana Energy begins 3D seismic program on AREA OFF-1 offshore Uruguay

Sintana Energy has commenced a 4,300 km² 3D seismic survey on AREA OFF-1 offshore Uruguay, operated by Viridien. Fast-track results are expected in Q4 2026, with full PSDM results anticipated in Q2 2027. The company holds a 40% carried interest in the block...

Tern Plc issues 78.2m shares following Open Offer

Tern Plc announced valid acceptances for 78,163,662 Open Offer Shares at 0.40 pence per share, generating gross proceeds of about £312,654. The enlarged share capital will total 750,877,367 ordinary shares upon admission to AIM...

CyanConnode receives revised £37.5m cash offer proposal from Esyasoft

CyanConnode Holdings plc has received a revised non-binding all-cash proposal from Esyasoft Holding Ltd, a subsidiary of International Holding Company PJSC, valuing the company at £37.5 million, or 10.44p per share...

Elemental Royalty upsizes revolving credit facility to US$150 million

Elemental Royalty Corporation has amended its revolving credit facility, increasing it to US$150 million with a US$50 million accordion feature. The facility, led by National Bank Capital Markets and CIBC with National Bank of Canada as administrative agent, matures in February 2029 and is intended to support future royalty and streaming transactions...

Cooks Coffee Company’s Keith Jackson on strong growth and international expansion

Cooks Coffee Company highlights continued outperformance in the UK and Ireland, new retail partnerships with Tesco and Next, and master franchise agreements in the UAE and India as it builds long-term international growth...

Asia small-cap investing beyond growth stories and risk myths

Long-term market history and hands-on research challenge common assumptions about Asia small-cap investing, revealing how disciplined valuation and business quality have driven returns over time...

TEAM plc CIO Craig Farley on 2025 market resilience and positioning for 2026

Craig Farley, CIO of TEAM plc, reviews 2025’s market recovery, explains the firm’s barbell equity and fixed income positioning, and highlights key risks for 2026 including hyperscaler AI spending, geopolitical tensions, and a potential second wave of inflation...

FTSE 100 Falls as Oil Spike and Geopolitical Tensions Weigh on Risk Appetite

FTSE 100 declines as oil prices jump on geopolitical tensions, pressuring travel and banking stocks while energy shares limit losses...

Assessing China’s AI momentum one year after DeepSeek

One year after the launch of DeepSeek, China’s renewed AI momentum raises a key question for investors: does it reflect short-term enthusiasm or a deeper structural shift? With Chinese equities having rallied strongly, attention is turning to what has genuinely changed, and what this means for portfolio positioning...
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