Frasers Group announced that David Daly will step down from the Board at the AGM on 24 September 2025 after eight years of service. Sir Jon Thompson will succeed him as Chair from 1 September 2025, while Andy Lyon is expected to join as a Non-Executive Director, adding financial and governance expertise. Further Board appointments are anticipated as part of the succession process...
Patria Private Equity Trust announced an estimated NAV of 795.4 pence per share as at 31 July 2025, up from 790.3 pence at 30 June. The increase reflected currency gains, partly offset by a 4.4 pence interim dividend paid during the month...
Apax Global Alpha posted a net asset value of €1.11bn (€2.29/£1.97 per share) as at 30 June 2025, down from €1.23bn at year-end 2024, reflecting currency movements...
James Latham has received planning consent to build a 300,000ft² National Distribution Centre in East Anglia, with a total investment of £45m funded from existing cash resources...
DynaResource has expanded its credit line with Ocean Partners from $12.5m to $15m, with a 6-month grace period on repayments, and extended its gold offtake agreement from the San Jose de Gracia mine to 2030 on improved terms...
Barclays PLC has agreed to sell its entire shareholding in Entercard Group AB to joint venture partner Swedbank AB for an estimated SEK2.6 billion in cash...
Greatland Resources has posted an unaudited net profit after tax of $337.3 million for FY2025, driven by seven months of high-margin production from the Telfer operation. Revenue reached $961.3 million with operating cash flow of $601.1 million, leaving the Company debt-free with $574.7 million in cash at year-end...
Smiths Group has confirmed a series of Board and Committee changes as part of its succession planning. Mark Seligman, Noel Tata and Karin Hoeing will retire following the AGM on 19 November 2025. Dame Ann Dowling will become Senior Independent Director, while Alister Cowan will chair the Remuneration & People Committee. Pam Cheng will join the Audit & Risk Committee...
Metals Exploration has paused gold production at its Runruno project in the Philippines for around six weeks due to cyanide contamination affecting the BIOX circuit, linked to illegal mining activity. New monitoring protocols are being introduced, and production is expected to resume within two weeks...
Next 15 has begun an orderly process to cease operations at its subsidiary Mach49 LLC and associated entities. The Group expects the wind down to complete before the end of FY26 and will report Mach49 as a discontinued operation...
Ilika plc has released its 2025 Annual Report, outlining progress on Stereax licensing with Cirtec and Goliath EV battery milestones, including customer-validated P1 cells and delivery of a 50Ah prototype...
UK equities advanced in July, supported by trade agreements and earnings upgrades in energy and materials. The Trust’s contrarian approach benefitted from attractive UK valuations, with NAV up 14.1% and the share price up 17.1% over 12 months, compared with a 12.1% gain for the index...
The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors...
Ilika CEO Graeme Purdy discusses the completion of manufacturing qualification for Stereax micro batteries at Cirtec’s US facility. With production underway, Ilika plans to begin customer deliveries by year-end. Purdy highlights the batteries’ compact, high-power design tailored for medical applications, and reinforces Cirtec’s strategic role in scaling commercial operations...
Workspace Group has agreed a five-year lease with Wild Cosmetics, which will take over Workspace’s current head office at Kennington Park as the company relocates its HQ to The Centro Buildings in Camden. Wild, a customer since 2019, will nearly double its space to 14,000 sq. ft., with the move scheduled for October...
Frasers Group announced that David Daly will step down from the Board at the AGM on 24 September 2025 after eight years of service. Sir Jon Thompson will succeed him as Chair from 1 September 2025, while Andy Lyon is expected to join as a Non-Executive Director, adding financial and governance expertise. Further Board appointments are anticipated as part of the succession process...
Patria Private Equity Trust announced an estimated NAV of 795.4 pence per share as at 31 July 2025, up from 790.3 pence at 30 June. The increase reflected currency gains, partly offset by a 4.4 pence interim dividend paid during the month...
Apax Global Alpha posted a net asset value of €1.11bn (€2.29/£1.97 per share) as at 30 June 2025, down from €1.23bn at year-end 2024, reflecting currency movements...
James Latham has received planning consent to build a 300,000ft² National Distribution Centre in East Anglia, with a total investment of £45m funded from existing cash resources...
DynaResource has expanded its credit line with Ocean Partners from $12.5m to $15m, with a 6-month grace period on repayments, and extended its gold offtake agreement from the San Jose de Gracia mine to 2030 on improved terms...
Barclays PLC has agreed to sell its entire shareholding in Entercard Group AB to joint venture partner Swedbank AB for an estimated SEK2.6 billion in cash...
Greatland Resources has posted an unaudited net profit after tax of $337.3 million for FY2025, driven by seven months of high-margin production from the Telfer operation. Revenue reached $961.3 million with operating cash flow of $601.1 million, leaving the Company debt-free with $574.7 million in cash at year-end...
Smiths Group has confirmed a series of Board and Committee changes as part of its succession planning. Mark Seligman, Noel Tata and Karin Hoeing will retire following the AGM on 19 November 2025. Dame Ann Dowling will become Senior Independent Director, while Alister Cowan will chair the Remuneration & People Committee. Pam Cheng will join the Audit & Risk Committee...
Metals Exploration has paused gold production at its Runruno project in the Philippines for around six weeks due to cyanide contamination affecting the BIOX circuit, linked to illegal mining activity. New monitoring protocols are being introduced, and production is expected to resume within two weeks...
Next 15 has begun an orderly process to cease operations at its subsidiary Mach49 LLC and associated entities. The Group expects the wind down to complete before the end of FY26 and will report Mach49 as a discontinued operation...
Ilika plc has released its 2025 Annual Report, outlining progress on Stereax licensing with Cirtec and Goliath EV battery milestones, including customer-validated P1 cells and delivery of a 50Ah prototype...
UK equities advanced in July, supported by trade agreements and earnings upgrades in energy and materials. The Trust’s contrarian approach benefitted from attractive UK valuations, with NAV up 14.1% and the share price up 17.1% over 12 months, compared with a 12.1% gain for the index...
The Trust’s NAV rose 12.4% over the 12 months to 31 July 2025, ahead of the index at 7.1%, with the share price up 17.0%. Stock selection was the key driver of relative performance, with holdings in China and Hong Kong adding value, while overweight exposure to Indonesia detracted...
Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained...
Cora Gold advances its Sanankoro Gold Project in Mali with strong exploration results and near-term production potential, says Cavendish analyst Yuen Low, highlighting attractive growth opportunities for investors...
Ilika CEO Graeme Purdy discusses the completion of manufacturing qualification for Stereax micro batteries at Cirtec’s US facility. With production underway, Ilika plans to begin customer deliveries by year-end. Purdy highlights the batteries’ compact, high-power design tailored for medical applications, and reinforces Cirtec’s strategic role in scaling commercial operations...
Workspace Group has agreed a five-year lease with Wild Cosmetics, which will take over Workspace’s current head office at Kennington Park as the company relocates its HQ to The Centro Buildings in Camden. Wild, a customer since 2019, will nearly double its space to 14,000 sq. ft., with the move scheduled for October...
