Investor Meet Podcast - AI

GEIGER COUNTER LIMITED - Investor Presentation

Investor Meet Company — Wed, 22 Jul 2026 15:00:00 BST

Geiger Counter Limited’s latest investor update outlines a positive long-term investment outlook for the uranium sector, supported by accelerating global nuclear energy adoption, rising electricity demand and favourable supply-demand fundamentals. The specialist investment trust remains focused on small and mid-cap uranium equities, providing investors with leveraged exposure to future uranium price appreciation through a portfolio of leading producers and developers, particularly in North America’s Athabasca Basin. Management highlighted key growth drivers including energy security, AI and electrification-driven power demand, government commitments to expand nuclear capacity, and an expected structural uranium supply deficit as existing mines mature. Despite short-term market volatility and delayed utility contracting, the trust remains confident that improving industry fundamentals will support long-term portfolio performance. With concentrated holdings in high-quality uranium companies positioned to benefit from future production growth, Geiger Counter offers investors targeted exposure to one of the most compelling structural growth themes in global energy and natural resources.

CLEAN POWER HYDROGEN PLC - Investor Presentation

Investor Meet Company — Tue, 21 Jul 2026 16:00:00 BST

This podcast is based off the recent investor presentation by Clean Power Hydrogen PLC. The podcast utilizes a unique membrane-free electrolyzer that leverages cryogenic separation to produce high-purity hydrogen and medical-grade oxygen without using expensive rare-earth metals. Despite a recent mechanical failure during testing of a large-scale unit, leadership confirmed the core technology was not at fault and is implementing remedial safety changes based on root cause analysis. This strategic pivot aims to lower operational costs and accelerate market reach through strategic manufacturing partnerships in regions like North America and the Middle East. By leveraging its extensive portfolio of granted and pending patents, the firm intends to provide more predictable, high-margin returns for its investors. These efforts are supported by a streamlined leadership team and the integration of AI-enabled process controls to maintain a competitive edge in the growing alternative energy sector.

ARKLE RESOURCES PLC - Investor Presentation

Investor Meet Company — Tue, 21 Jul 2026 11:00:00 BST

In this episode, we explore the strategic shift of Arkle Resources PLC from its traditional focus on Irish zinc to becoming a global energy metal explorer, particularly in uranium. The company recently secured £1.7 million to pivot towards Namibian uranium amidst a projected supply gap in the market. With uranium spot prices over $80 per pound and long-term contracts exceeding $90, the urgency among utility companies for reliable supply creates opportunities for Arkle. We discuss their innovative exploration techniques, including downhole spectrometry, and how they maintain legacy assets without draining resources. Finally, we consider the potential future impact of Arkle's success on the uranium market and the balance of power among major mining players.

LAND SECURITIES GROUP PLC - Landsec – the investment case

Investor Meet Company — Wed, 15 Jul 2026 11:00:00 BST

Landsec’s latest investor update highlights a resilient £11bn UK-focused real estate portfolio, strong company performance and a clear growth strategy through 2030. The FTSE 100 REIT is targeting approximately 5% annual growth in earnings and dividends, supported by a 6.2% dividend yield, a 7.7% earnings yield and robust rental income growth across prime central London offices and leading retail destinations. Record 98% occupancy, strong leasing demand, significant rental reversion and structurally constrained supply underpin the outlook for revenue and margins. Landsec is also benefiting from a disciplined capital allocation strategy, a low-cost operating platform, long-dated and largely fixed-rate debt, and limited development exposure. With plans to invest a further £1bn in high-growth retail assets while recycling capital from offices, the company remains focused on delivering sustainable EBITDA and earnings growth, resilient cash generation and attractive long-term shareholder returns.

WORLDWIDE HEALTHCARE TRUST PLC - Investor Presentation

Investor Meet Company — Tue, 14 Jul 2026 15:00:00 BST

Worldwide Healthcare Trust PLC delivered a strong investor update, highlighting robust long-term performance and a positive outlook driven by accelerating healthcare innovation, attractive sector valuations and increasing merger and acquisition (M&A) activity. The trust reported a 10% return for FY2025, outperforming its benchmark by more than 8%, followed by a record first-quarter FY2026 performance with a 12.6% return and a record-high NAV. Management attributes this performance to successful stock selection across pharmaceuticals, biotechnology, diagnostics, medical technology and healthcare services, with a particular emphasis on innovative biotech companies and strategic M&A opportunities. The trust remains overweight biotechnology, reflecting confidence in the sector's pipeline of breakthrough therapies, while also identifying significant growth potential in GLP-1 obesity treatments, cardiovascular medicine and oncology. Management expects continued revenue growth, expanding margins and sustained industry innovation, supported by favourable regulatory developments and improving drug pricing clarity in the US. With healthcare representing one of the world's largest and fastest-growing industries, Worldwide Healthcare Trust believes it is well positioned to capitalise on long-term structural growth through a diversified, global portfolio focused on high-quality healthcare companies, maintaining a bullish outlook for both near-term performance and long-term shareholder value.

CG ASSET MANAGEMENT - Quarterly Update - Q2 2026

Investor Meet Company — Tue, 14 Jul 2026 10:00:00 BST

CG Asset Management’s Q2 2026 investor update highlighted a cautious investment strategy focused on capital preservation amid elevated geopolitical risks, stretched equity valuations and persistent inflation concerns. Following shareholder approval of a 10-for-1 share split designed to improve accessibility and liquidity for retail investors, the portfolio managers outlined a defensively positioned asset allocation, with reduced exposure to risk assets, increased holdings in short-duration index-linked bonds and high levels of managed liquidity. The trust reported resilient portfolio performance, outperforming global equity markets during recent periods of volatility, supported by active duration management and strong returns from investment trusts and infrastructure holdings. Management reiterated confidence in its disciplined investment process, citing successful positions such as Schroder Japan Trust and 3i Infrastructure while acknowledging lessons from Pacific Assets. Looking ahead, the managers expressed growing caution over the sustainability of the AI-driven capital expenditure boom, warning that current investment assumptions may overestimate long-term demand and create risks for semiconductor and technology valuations. The trust continues to favour investment trusts for their discount opportunities, active management and long-term alpha generation, while maintaining conviction that inflation-linked securities remain attractive relative to conventional bonds. Overall, the presentation reinforced CG Asset Management’s long-term wealth preservation strategy, defensive portfolio construction and disciplined approach to navigating uncertain macroeconomic conditions and market volatility.

CC JAPAN INCOME & GROWTH TRUST PLC - Investor Presentation

Investor Meet Company — Mon, 13 Jul 2026 12:00:00 BST

CC Japan Income & Growth Trust PLC provided an investor update highlighting its long-term investment strategy focused on high-quality Japanese companies with strong balance sheets, sustainable cash flow, and growing shareholder returns. The presentation emphasized Japan's improving corporate governance, the transition from deflation to inflation, and structural economic reforms as key drivers of earnings growth and long-term market performance. Management noted that Japanese equities have delivered strong returns primarily through earnings growth rather than valuation expansion, presenting an attractive investment opportunity. The trust targets businesses with robust capital allocation, rising dividends, and share buybacks, while maintaining a disciplined, long-term portfolio approach across companies of all market capitalizations. The update also outlined positive macroeconomic catalysts, including AI-related infrastructure investment, supply chain diversification, increased foreign direct investment, favourable geopolitical trends, and government-led growth initiatives. With a focus on consistent dividend income, capital growth, and shareholder value creation, CC Japan Income & Growth Trust believes Japan remains well-positioned for sustained corporate earnings growth and attractive total returns, supported by ongoing governance reforms, improving profitability, strong margins, and disciplined portfolio management.

QUADRISE PLC - Investor Presentation

Investor Meet Company — Fri, 10 Jul 2026 12:00:00 BST

Quadrise provided an investor update on its commercialization strategy, fundraising, and progress advancing its MSAR and bioMSAR fuel technologies. The company announced a £2.4 million capital raise, with £1.2 million already secured, to strengthen its balance sheet, support commercial trials, and fund operations toward positive cash flow. Management highlighted progress on key agreements with MSC, refinery partnerships, and the OCP project, supported by a strengthened commercial team and deeper engagement with major industry stakeholders. Despite geopolitical uncertainty and regulatory delays, Quadrise remains focused on expanding its commercial pipeline, demonstrating the cost savings and emissions benefits of its fuel solutions, and progressing toward revenue generation, improved margins, and a self sustaining business through successful execution of its growth strategy.

GELION PLC - Investor Presentation

Investor Meet Company — Thu, 02 Jul 2026 09:00:00 BST

Gelion PLC provided an investor update highlighting a major strategic milestone through a Cooperative Research and Development Agreement with a United States national energy laboratory, supporting its expansion into the United States and accelerating the commercialization of its lithium sulphur battery technology. The presentation also announced a CEO transition, with the new chief executive bringing significant experience in battery materials, manufacturing scale up, and global business growth. Management highlighted Gelion PLC's validated technology, scalable production process, strong intellectual property portfolio, and expanding international partnerships as key drivers of its growth strategy. The company believes these initiatives will strengthen future revenue potential, support margin expansion, enhance commercialization, and create long term shareholder value as it advances toward large scale production and global market leadership.

MERCIA ASSET MANAGEMENT PLC - Full Year Results

Investor Meet Company — Tue, 30 Jun 2026 15:00:00 BST

Mercia Asset Management plc’s FY2026 investor update highlighted resilient company performance and continued execution of its growth strategy, with revenue remaining stable at £34.1m while EBITDA increased 6% to £8.1m, supported by improved operational efficiency and expanding margins. The specialist asset manager delivered record third-party fund inflows of £357m, a 51% year-on-year increase, taking assets under management to £2.2bn and reinforcing the strength of its scalable private markets platform. Management reiterated its strategic focus on simplifying the business by exiting its direct investment portfolio over time, allowing greater emphasis on its high-quality, recurring asset management operations, where 83% of revenue is contracted. Despite lower valuations within the direct investment portfolio due to weaker private market multiples rather than underlying trading performance, Mercia reported strong progress across many portfolio companies and maintained a robust £26.4m cash position, supporting dividend growth and ongoing share buybacks. Looking ahead, the company expects favourable UK market conditions, a strong fundraising pipeline, and increasing institutional demand to support further growth in funds under management, EBITDA, and margins, while targeting continued expansion across venture capital, development capital and property finance. Management believes the strategic simplification of the business and sustained growth in recurring revenues will enhance shareholder value and strengthen Mercia’s position as a leading UK private asset manager.

HARBOURVEST GLOBAL PRIVATE EQUITY LIMITED - Investor Presentation

Investor Meet Company — Tue, 30 Jun 2026 15:00:00 BST

HarbourVest Global Private Equity (HVPE) delivered a strong investor update, highlighting resilient portfolio performance, long-term value creation, and enhanced shareholder returns. For the year ended 31 January 2026, NAV per share increased 9.7%, while the share price generated a 13.6% total return, supported by improved private equity exit activity and a diversified global portfolio of more than 1,000 private companies. The company strengthened shareholder value through an expanded capital allocation strategy, including a $400 million tender offer, an ongoing share buyback programme, and a commitment to annual tenders, alongside a simplified investment structure via a Separate Managed Account (SMA). HVPE maintained a robust balance sheet with strong liquidity, substantial available credit facilities, and disciplined capital management. Portfolio companies delivered double-digit operational growth, with average revenue increasing 12.7% and EBITDA rising 13.3%, while valuations remained attractive relative to comparable public markets. The investment portfolio continues to benefit from broad diversification across buyout, venture capital, private credit, infrastructure, sectors, and geographies, providing exposure to leading private businesses such as SpaceX, OpenAI, Anthropic, Stripe, Revolut, and Databricks. Management also highlighted improving distribution trends, a narrowing share price discount to NAV, and a healthy pipeline of potential IPOs and exits expected to support future cash generation. Backed by a proven long-term investment track record, strong portfolio fundamentals, disciplined capital allocation, and a shareholder-focused growth strategy, HVPE remains well positioned to deliver sustainable NAV growth, attractive long-term returns, and enhanced value for investors through global private equity markets.

4BASEBIO PLC - Investor Presentation

Investor Meet Company — Mon, 29 Jun 2026 17:00:00 BST

4basebio PLC delivered a positive investor update highlighting accelerating commercial momentum, expanding clinical adoption, and strong execution of its growth strategy as the company seeks to disrupt the traditional plasmid DNA market with its proprietary enzymatic DNA manufacturing platform. The company reported 81% year-on-year revenue growth in 2025, driven by increasing demand for higher-value GMP-grade and clinical-stage DNA, while maintaining a strong balance sheet with £17.8 million of cash and funding runway into late 2027. 4basebio now serves more than 150 customers, works with six of the world's top ten pharmaceutical companies, and has secured regulatory acceptance across the FDA, EMA, MHRA and Australian authorities. Management highlighted growing demand across gene therapy, mRNA, gene editing and viral vector applications, supported by a rapidly expanding commercial pipeline that is increasingly weighted towards larger clinical and commercial opportunities. The company also outlined plans to increase manufacturing capacity through a new Cambridge headquarters, strengthen its experienced leadership team, and capitalise on the growing focus on safer, faster and more scalable DNA manufacturing. With its differentiated technology offering enhanced purity, reduced manufacturing timelines, lower costs and improved safety compared with conventional plasmid DNA, 4basebio believes it is well positioned to capture a significant share of the multi-billion-dollar genetic medicine manufacturing market and drive long-term revenue growth through expanding clinical programmes and strategic pharmaceutical partnerships.

AUTINS GROUP PLC - Full Year Results

Investor Meet Company — Mon, 29 Jun 2026 11:30:00 BST

Autins Group plc delivered a positive investor update, highlighting its successful transition from turnaround to growth following its first full-year profit since 2017. The FY2026 financial results demonstrated record gross margins of 36.2%, strengthened profitability, improved cash generation, and a more resilient balance sheet after refinancing legacy debt. The company secured £15 million of new business awards, supporting a growing order book and providing strong visibility for future revenue growth. Operational improvements, including the rollout of its next-generation proprietary Neptune acoustic materials, enhanced manufacturing efficiency and expanded margins, while continued growth across its German and Swedish operations strengthened its European footprint. Management outlined a clear growth strategy through FY2029, targeting organic revenue growth to £27.2 million, higher EBITDA, improved earnings per share, and increased value per vehicle through innovative acoustic, thermal, ducting, and trim technologies. With a diversified customer base, reduced reliance on its largest automotive customer, expanding product portfolio, and opportunities for selective acquisitions, Autins is well positioned to capitalize on growing demand for lightweight noise, vibration and thermal management solutions, particularly in electric vehicles. Supported by a strong pipeline of booked business, operational excellence, and disciplined capital allocation, the company remains focused on delivering sustainable revenue growth, expanding margins, and long-term shareholder value.

INTERCEDE GROUP PLC - Full Year Results for the 12 months ended 31 March 2026

Investor Meet Company — Thu, 25 Jun 2026 15:00:00 BST

Intercede Group PLC delivered resilient FY2026 financial results despite temporary delays in U.S. federal contract awards, maintaining confidence in its £21 million revenue outlook and demonstrating the strength of its recurring revenue model. The cybersecurity software provider reported continued growth in subscription and recurring revenues, up 11.4%, while preserving a debt-free balance sheet, robust cash position and disciplined working capital management. Intercede invested heavily in innovation, increasing annual R&D expenditure to approximately £4.1 million and targeting up to £4.5 million in FY2027 to reinforce its leadership in strong authentication, credential management and post-quantum cryptography (PQC). The company achieved significant commercial progress through new strategic partnerships with Swissbit and OneSpan, expanding its indirect go-to-market strategy and opening access to new banking, enterprise and international markets. Management highlighted improving demand from fully funded U.S. government agencies, favourable regulatory tailwinds from NIS2 and DORA, and growing interest in data sovereignty solutions across Europe and Asia-Pacific. Intercede continues to enhance its product portfolio with enterprise-managed passkeys, quantum-resistant security capabilities and AI-enabled development efficiencies, while pursuing acquisition opportunities in machine identity and digital credential management. With low customer churn, high-margin software revenues, strong visibility from long-term government and defence relationships, and a clear growth strategy focused on subscription income, innovation and strategic partnerships, Intercede believes it is well positioned to deliver sustainable company performance, margin expansion and long-term shareholder value in the rapidly evolving cybersecurity market.

THALIA THERAPEUTICS PLC - Investor Presentation

Investor Meet Company — Wed, 24 Jun 2026 14:00:00 BST

In this webcast, CEO David Solomon outlines the strategic rationale for Thalia’s acquisition of Sanmirna and the Company’s concurrent £2.75 million fundraise.

The transaction is a significant milestone for Thalia, moving the Company into clinical stage and adding miRisten, a Phase 1 therapy for acute myeloid leukemia, to its pipeline. The fundraise provides funding through mid-2027, including completion of the miRisten Phase 1 trial, with top-line data expected in H1 2027, and supports progress across Thalia's broader pipeline.

In the webcast, David discusses:

· the strategic importance of the Sanmirna acquisition
· miRisten’s mechanism of action and preclinical results
· the Phase 1 trial design
· the key milestones investors should watch
· next steps for Thalia’s wider pipeline, including bispecific cardiovascular siRNA and Nuvec

RWS HOLDINGS PLC - Half Year Results

Investor Meet Company — Mon, 22 Jun 2026 09:00:00 BST

RWS Holdings PLC delivered a strong first-half performance for FY2026, reporting 7% organic constant currency revenue growth and a 28% increase in adjusted operating profit, demonstrating the effectiveness of its refreshed operating model, AI-led innovation strategy, and efficiency programme. Revenue reached £360 million, supported by robust demand in its Train AI business, while adjusted operating margins improved by 130 basis points and cash generation exceeded guidance. The company continues to strengthen its position as a leading provider of AI-enabled language, content, and intellectual property solutions, serving 85 of the world’s top 100 brands. Key strategic developments included the launch of Language Weaver Pro, recognised as a leading enterprise translation engine, the acquisition of trademark protection specialist Obviously, and the expansion of AI-related products and services to nearly one-third of group revenue. RWS also reported strong customer retention, with spending from its top 100 clients increasing 9% year-on-year, alongside improving recurring SaaS revenues and continued investment in product innovation, cloud infrastructure, and operational efficiencies. Despite foreign exchange headwinds, the company maintained its outlook for mid-single-digit organic revenue growth and further margin expansion, underpinned by a scalable business model, low leverage, and a progressive dividend policy. Management remains focused on accelerating growth through AI adoption, enhanced go-to-market execution, and long-term value creation for shareholders.

FORGENT PLC - Investor Presentation

Investor Meet Company — Wed, 17 Jun 2026 14:00:00 BST

Forgent PLC provided an investor update outlining a major strategic milestone as it transitions into a focused Australian mining exploration company. The company confirmed that drilling at its flagship Peak Hill gold and copper project in Western Australia will commence imminently, with approximately 2,800 metres across 42 drill holes targeting historic high-grade mineralisation and results expected in August. Management highlighted significant exposure to two attractive commodity themes—gold and copper—supported by strong long-term demand fundamentals. Alongside Peak Hill, Forgent’s portfolio includes the Mount Shoal project, which contains a JORC-compliant mineral resource of 23.4 million tonnes and an exploration target of 80–150 million tonnes, offering substantial resource growth potential. The Green Rocks project also delivered encouraging exploration results, including copper grades of up to 29%, with drilling approvals being prepared. The company emphasised that its restructuring programme is largely complete, having strengthened the balance sheet, reduced costs, simplified operations, and repositioned the business for exploration-led value creation. Management stated that the company is fully funded for its current drilling programme and remains focused on execution, near-term catalysts, and shareholder value. With multiple exploration assets, exposure to gold, copper and nickel, and a series of upcoming drilling and assay results, Forgent believes it is well positioned to deliver growth and unlock value through resource expansion and exploration success.

INDIA CAPITAL GROWTH FUND LIMITED - Annual General Meeting

Investor Meet Company — Thu, 11 Jun 2026 11:30:00 BST

We examine the upcoming 2026 annual general meeting for India Capital Growth Fund Limited, focusing on a striking paradox in India's economic landscape. Despite being the world's fastest-growing large economy, with a projected valuation of $30 trillion by 2047, foreign investors are withdrawing an average of $5 billion a month. This capital flight is driven by record high valuations allowing profit-taking, rather than panic. Interestingly, domestic retail investors are stepping in, with institutions absorbing $265 billion over five years, fuelled by advancements in digital investment infrastructure. We explore the implications of this shift, including how everyday citizens are becoming primary stakeholders in their economy while challenging traditional notions of emerging markets.

HALO MINERALS PLC - Investor Presentation

Investor Meet Company — Thu, 11 Jun 2026 11:00:00 BST

Halo Minerals PLC provided a positive investor update highlighting significant progress toward the development of its flagship Playa Verde copper-gold tailings project in Chile. Following its AIM listing in March 2026, the company is advancing a near-term production strategy focused on recovering strategic and battery metals from legacy mine waste through its ESG Metals model. Playa Verde hosts a JORC-compliant resource of 53 million tonnes and reserves of 32 million tonnes, supporting a post-tax NPV10 of US$154 million and an IRR of approximately 51%. Management expects a final investment decision (FID) later this year, supported by ongoing DFS optimisation, permitting progress, and discussions with potential financing partners. The project is designed to produce approximately 7,500 tonnes of copper cathode annually, alongside copper-gold concentrate, with forecast operating costs of around US$2.19/lb and annual free cash flow of US$50–60 million. Halo is pursuing a largely non-dilutive funding strategy, including offtake agreements, vendor financing, project debt, royalties, and streaming arrangements. Beyond the initial reserve base, the company sees substantial growth potential from additional onshore resources and a prospective offshore mineral inventory within its concession area. With a debt-free balance sheet, funding runway through key development milestones, strong exposure to copper market fundamentals, and a scalable growth strategy across Chile and other mining jurisdictions, Halo Minerals is positioning itself as an emerging low-cost producer focused on sustainable resource recovery, long-term value creation, and future revenue growth.

AVI GLOBAL TRUST PLC - Interim Results

Investor Meet Company — Thu, 11 Jun 2026 11:00:00 BST

AVI Global Trust PLC delivered an investor update highlighting interim financial results, portfolio performance, and long term growth strategy across its £1.3 billion global equity portfolio. The trust reported modest negative short term returns, reflecting broader market concentration in AI driven mega cap stocks, while emphasizing strong underlying company performance and significant valuation opportunities. Management outlined a differentiated investment approach focused on discounted assets, with portfolio weighted average discounts near 40%, well above historical norms. Strategic repositioning increased exposure to Asia, particularly Korea and Japan, where governance reforms, shareholder activism, and corporate catalysts are expected to unlock value and drive NAV growth. Key contributors included Korean holdings and Japanese assets, while some legacy positions lagged despite stable fundamentals. The trust maintains a concentrated portfolio, low gearing, and an attractive order book of opportunities in overlooked mid cap companies. Looking ahead, management expects improving margins, narrowing discounts, and enhanced shareholder returns driven by active engagement, capital allocation discipline, and market rebalancing away from overvalued sectors.

SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND LIMITED - FY 2026 Results

Investor Meet Company — Thu, 11 Jun 2026 10:00:00 BST

SEQI (Sequoia Economic Infrastructure Income Fund) delivered a resilient set of FY2026 financial results, reinforcing its position as one of the largest listed infrastructure debt funds in the UK with £1.4 billion in net assets. The fund reported an 8.4% NAV total return, a 9.0% dividend yield at year-end, and earnings per share growth to 6.83p, supported by strong interest income, stable asset valuations, and disciplined portfolio management. Dividend cash cover improved to 1.06x, reflecting robust cash generation from a diversified portfolio of 50 infrastructure-backed investments. With a portfolio yield to maturity of 9.6%, low non-performing loans of just 0.3% of NAV, and a focus on senior secured lending, SEQI continues to demonstrate defensive credit quality and attractive risk-adjusted returns. The company’s active share buyback programme has repurchased 288.5 million shares since 2022, enhancing NAV per share and supporting shareholder value. Management highlighted significant growth opportunities driven by long-term infrastructure megatrends including energy transition, digitalisation, healthcare, and urbanisation, while maintaining a conservative investment approach and industry-leading transparency through monthly independent valuations. Looking ahead, SEQI plans to seek shareholder approval for a modest expansion of its investment mandate to access additional developed infrastructure markets, improving diversification and deployment opportunities. Backed by an 11-year track record of meeting dividend targets, strong portfolio resilience, and an agile growth strategy, SEQI remains well positioned to deliver sustainable income, attractive total returns, and long-term value for investors.

ENQUEST PLC - Investor Presentation

Investor Meet Company — Wed, 10 Jun 2026 10:00:00 BST

EnQuest PLC provided a transformational investor update announcing the acquisition of participating interests in four producing Malaysian oil and gas assets from Petronas Carigali, a transaction that more than doubles the company’s scale and positions it as a leading independent energy producer. The acquisition is expected to increase production to over 100,000 barrels of oil equivalent per day, raise annual revenue to approximately $1.8 billion, and almost double EBITDA to more than $900 million based on 2025 metrics. The deal significantly strengthens EnQuest’s reserve base, increasing combined 2P reserves and 2C resources to more than one billion barrels of oil equivalent, while reducing group operating costs by 35% to approximately $16 per barrel. Management highlighted the acquisition’s attractive valuation, strong cash-generative profile, low capital expenditure requirements, and high level of operational control, with 96% of acquired reserves operated by EnQuest. The transaction also enhances portfolio diversification across Southeast Asia and the UK, strengthens resilience through lower break-even costs, and expands exposure to long-life, high-quality producing assets with substantial resource upside. Supported by a disciplined balance sheet strategy, the enlarged group is expected to maintain a conservative net debt-to-EBITDA ratio of approximately 1.1x while preserving financial flexibility for future growth. With a proven operational track record in Malaysia, strong free cash flow generation, and multiple opportunities to increase recovery rates and unlock additional reserves, EnQuest believes the acquisition provides a platform for sustained production growth, margin expansion, enhanced shareholder value, and potential inclusion among larger FTSE 250 energy peers.

MERIDIAN MINING PLC - Investor Presentation

Investor Meet Company — Tue, 02 Jun 2026 14:00:00 BST

Meridian Mining PLC provided a comprehensive investor update highlighting strong progress at its flagship Cabaçal copper-gold project in Brazil, one of South America's most advanced VMS (volcanogenic massive sulphide) development assets. The company reported robust project economics from its Pre-Feasibility Study, including a post-tax NPV of US$984 million, a 61.2% IRR, low all-in sustaining costs of US$742/oz gold equivalent, and projected annual production of approximately 141,000 ounces of gold equivalent. With nearly US$100 million in cash, Meridian remains fully funded through key development milestones, including completion of the Definitive Feasibility Study (DFS), expected in Q4, and advancement toward a final investment decision. Management highlighted significant resource growth, recent permitting success, ongoing ordering of long-lead equipment, and strong exploration results across its district-scale land package, including Santa Helena and the emerging Alamo discovery. The company continues to pursue an aggressive growth strategy, balancing mine development with extensive exploration across more than 50km of prospective copper-gold mineralised belts. Meridian also emphasized its favourable jurisdiction in Brazil, low operating costs, strong infrastructure access, and potential inclusion in major UK equity indices following its London listing. Management believes the combination of high-margin production, substantial free cash flow potential, expanding resources, and a large-scale exploration portfolio positions Meridian as a leading near-term copper-gold producer with significant long-term growth opportunities for shareholders.

ZOTEFOAMS PLC - Post AGM Investor Presentation

Investor Meet Company — Wed, 27 May 2026 15:30:00 BST

Zotefoams PLC provided a positive investor update highlighting strong year-to-date trading performance, strategic execution, and continued confidence in its medium-term growth strategy. Group revenue increased 26% to £64.1 million in the first four months of 2026, supported by the successful integration of OK Company (OKC), solid organic growth across transport and smart technologies, and robust demand in North America. Management confirmed full-year expectations remain unchanged despite anticipated moderation in the footwear segment. The company reported healthy margins, proactive pricing actions to offset raw material, energy, and logistics inflation, and a strong balance sheet to support ongoing investment. Strategic initiatives include the expansion of its Asia footprint through a new Vietnam manufacturing facility and South Korea innovation centre, strengthening customer proximity and long-term footwear growth opportunities. Zotefoams also highlighted progress in its global approved partner programme, designed to accelerate market penetration and innovation across key industries. In addition, the group outlined significant advances in AI-driven productivity and innovation capabilities, leveraging proprietary data systems to enhance product development, application engineering, and operational efficiency. The OKC acquisition continues to perform ahead of expectations, delivering early commercial synergies, cross-selling wins, and strong cultural integration. Overall, management emphasized resilient company performance, improving operational efficiency, and confidence in delivering sustainable revenue growth, profitability, and long-term shareholder value.

ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation

Investor Meet Company — Wed, 27 May 2026 10:00:00 BST

Ecofin Global Utilities and Infrastructure Trust PLC delivered a comprehensive investor update highlighting strong company performance, resilient financial results, and a compelling growth strategy focused on global utilities and infrastructure. The trust reported solid NAV growth and double digit total returns since launch, supported by predictable cash flows, a diversified order book, and consistent dividend growth of around 5 percent annually. With a portfolio yield near 4 percent and expected earnings and dividend growth of 5 to 7 percent, the strategy targets attractive long term returns with lower volatility. Management emphasized key structural drivers including rising electricity demand, energy transition investment, and the shift toward regulated and contracted revenue models, enhancing margins and reducing risk. Despite improving fundamentals, valuations remain attractive relative to historical levels and private market transactions, presenting a potential re rating opportunity. The outlook remains positive, underpinned by strong earnings momentum, expanding infrastructure investment, and increasing demand for reliable energy, positioning the trust as a differentiated income and growth vehicle in global markets.

VULCAN TWO GROUP PLC - Introduction To The Company

Investor Meet Company — Thu, 21 May 2026 12:30:00 BST

Vulcan Two Group PLC provided a detailed investor update outlining its strategy to become a leading consolidator in the UK private digital pharmacy market through organic growth and targeted acquisitions. The company highlighted the successful acquisitions of Cloud RX, WebMed, and Hyperdrug, creating a diversified and profitable e-pharmacy platform spanning B2B prescription fulfilment, direct-to-consumer healthcare, and veterinary medications. Management reported strong recurring revenues, growing demand driven by the shift from NHS to private healthcare, and exposure to high-growth sectors including weight loss, ADHD treatment, HRT, and general healthcare. With FY2025 pro forma revenue approaching £36 million and approximately 75% recurring revenue, Vulcan Two Group emphasized its scalable business model, proprietary API technology, and plans to improve EBITDA margins through operational synergies, centralized fulfilment, ERP integration, and cross-selling initiatives. The group also announced plans for a unified consumer brand and a new distribution centre capable of supporting up to five times current revenue capacity. Backed by a £40 million institutional fundraise, management outlined a clear growth strategy focused on increasing prescribing partnerships, enhancing customer retention, expanding margins, and pursuing selective acquisitions. The presentation reinforced confidence in the company’s long-term revenue growth potential and ambition to build a dominant digital pharmacy brand in the rapidly expanding UK private healthcare market.

THARISA PLC - Interim Results

Investor Meet Company — Thu, 21 May 2026 09:00:00 BST

Tharisa plc delivered a strong H1 FY2026 investor update, highlighting robust financial results, operational resilience, and long-term growth strategy across its platinum group metals (PGMs) and chrome businesses. Revenue increased 28% to $359.4 million, driven by an 85% surge in PGM basket prices and stable chrome concentrate production of 753,300 tonnes. EBITDA rose 138% to $104.3 million, while earnings per share climbed 532% to 15.8 cents, supporting an increased interim dividend of 2.5 cents per share. The company generated $96.4 million in operating cash flow and maintained a net cash position of $54 million despite investing over $103 million in sustaining and expansion capex. Operationally, Tharisa advanced its fully funded underground mine transition at the Tharisa Mine ahead of schedule, extending mine life beyond 60 years, while progressing construction at the Karo Platinum project in Zimbabwe, targeting 226,000 ounces of annual PGM production. Management also emphasized its Vision 2030 growth strategy focused on downstream beneficiation, energy storage innovation, and commercialization through Arxo Metals, including iron-chromium flow battery technology and PGM refining initiatives. Supported by strong chrome and PGM market fundamentals, disciplined capital allocation, and low-cost operations, Tharisa reinforced its position as a future-focused integrated resource group aligned with global decarbonization, infrastructure, and energy transition trends.

CT AUTOMOTIVE GROUP PLC - Final Results for the year ended 31 December 2025 ("FY25")

Investor Meet Company — Wed, 20 May 2026 10:00:00 BST

CT Automotive Group PLC delivered a strong FY25 investor update, highlighting resilient financial performance, margin expansion, and a record order book despite flat revenue. The automotive interior components specialist reported revenue of $114.8 million, adjusted EBITDA of $14.8 million, and a 20% increase in adjusted profit before tax to $9.5 million, while EPS rose 25% to 11.4 cents. Gross margins improved significantly to 31%, marking the third consecutive year of expansion, driven by AI-led automation, robotics deployment, and operational efficiencies across its global manufacturing footprint. The company secured a record 15 new contract wins worth $47 million in annualised revenue, underpinning expected top-line growth through FY26 and FY27. Management highlighted strong commercial momentum, an expanding RFQ pipeline, and increasing demand from OEMs seeking cost-efficient nearshoring solutions through CT Automotive’s Mexico facility. The group also emphasized its strategic partnership with Rivian on the R2 electric vehicle programme, positioning CT Automotive for higher-value content per vehicle and long-term EV sector growth. Despite historical accounting restatements related to IFRS adjustments, the board confirmed enhanced financial controls and no impact on cash generation or FY25 trading. Looking ahead, CT Automotive expects sustained revenue growth, expanding profitability, and improved cash generation supported by its scalable AI-driven factory operating system, operational leverage, and disciplined fixed-cost management.

AVACTA GROUP PLC - Preliminary Results for the year ended December 31, 2025

Investor Meet Company — Tue, 19 May 2026 14:00:00 BST

Avacta Group PLC delivered a strong FY2025 investor update, highlighting significant progress across its precision oncology pipeline and reinforcing its position as a pure-play cancer therapeutics company. The company advanced its proprietary pre|CISION peptide drug conjugate platform, designed to improve tumour-selective drug delivery while reducing systemic toxicity, with major milestones achieved across all three generations of its oncology programmes. Avacta initiated patient dosing in the Phase I FOCUS trial for AVA6103, its next-generation exatecan-based therapy targeting six advanced solid tumours, while continuing to report encouraging efficacy and safety data for AVA6000 in salivary gland cancer, including positive cardiac safety outcomes and regulatory alignment for pivotal trial dose selection. The company also expanded development of its dual-payload AVA6207 platform and strengthened its intellectual property portfolio around sustained-release and multi-payload technologies. Financially, Avacta invested £18.8 million in R&D during FY2025 while reducing administrative expenses and improving operating cash outflows year-on-year. Following £32.5 million raised over the past 18 months, including an oversubscribed £10 million placing, Avacta reported cash reserves of £16.4 million, extending its runway into early 2027. Management emphasized multiple near-term catalysts, including upcoming ASCO and BIO International presentations, Phase Ib efficacy data, initial AVA6103 clinical readouts expected by late 2026, and ongoing partnering discussions. With increasing clinical momentum, differentiated tumour-targeting technology, and a broad addressable oncology market, Avacta continues to position itself for long-term growth, strategic partnerships, and value creation in precision cancer therapeutics.

B90 HOLDINGS PLC - Final Results for year ended 31 December 2025

Investor Meet Company — Wed, 06 May 2026 12:30:00 BST

B90 Holdings PLC delivered a strong investor update with its FY2025 financial results, highlighting a successful turnaround to profitability and continued execution of its growth strategy. The company reported revenue exceeding £7 million, more than doubling year-on-year, alongside a significant increase in EBITDA to approximately £1.1 million and a return to positive net profit. This performance reflects B90’s transition from a B2C gambling operator to a scalable, AI-driven B2B marketing technology (MarTech) platform. Leveraging proprietary machine learning and data analytics, the business optimizes marketing campaigns in real time, enhancing conversion rates, margins, and partner ROI while maintaining a capital-light operating model. The expanding partner network now over 300 brands and improved cash position of £1 million underscore strong operational momentum and cash generation. Management emphasized disciplined reinvestment into marketing spend, supporting sustainable revenue growth and stable EBITDA margins. With no debt and improved working capital, the balance sheet remains robust. The company also strengthened corporate governance with key board appointments, reinforcing investor confidence. Looking ahead, B90 aims to scale its AI-powered platform both horizontally and vertically beyond the iGaming sector, unlocking new revenue streams and reinforcing its competitive positioning. Management views this as a potential re-rating opportunity, supported by consistent delivery across four reporting periods, scalable infrastructure, and a clear path to profitable growth.

JPMORGAN EMERGING MARKETS DIVIDEND INCOME PLC - A Closer Look at Emerging Markets

Investor Meet Company — Tue, 05 May 2026 10:00:00 BST

JPMorgan Emerging Markets Dividend Income PLC’s “A Closer Look at Emerging Markets” investor update outlines the Trust’s strategy to deliver strong company performance through a combination of sustainable income and long-term growth across emerging markets. The presentation highlights the significant global importance of emerging economies, which account for a large share of global GDP and population but remain underrepresented in equity indices, creating a compelling investment opportunity. The Trust focuses on building a diversified portfolio of high-quality companies with robust cash flows, attractive dividend yields and disciplined capital allocation, targeting consistent revenue generation and resilient margins. Key sectors include financials, technology and consumer businesses, with exposure to markets such as China, Korea, Brazil and Greece. Management emphasised the growing role of dividends in total return, supported by improving corporate governance and rising payout ratios across emerging markets. The Trust maintains a balanced growth strategy, combining higher-yielding stocks with companies offering strong dividend growth, while utilising modest gearing to enhance returns. Despite ongoing market volatility and macroeconomic headwinds, the Trust’s active, bottom-up investment approach aims to deliver stable EBITDA growth, a strong order book of opportunities and an attractive, progressive dividend for investors seeking income and diversification.

SAINSBURY (J) PLC - Full Year Results

Investor Meet Company — Thu, 30 Apr 2026 14:00:00 BST

Sainsbury (J) PLC provided a comprehensive investor update outlining solid company performance, resilient financial results and continued execution of its “Next Level Sainsbury’s” growth strategy. For the year to March 2026, grocery revenue increased 5.2%, driving total sales growth of 5% and approximately 4% ex-fuel growth, supported by volume gains and market share expansion. Operating profit declined marginally year-on-year due to cost inflation, including higher National Insurance contributions and packaging levies, alongside intensified industry competition impacting margins. The group reaffirmed its strategy to deliver profit leverage through sales growth, targeting sustained EBITDA improvement, strong cash generation and disciplined capital allocation. Sainsbury (J) PLC expects to generate at least £500 million in annual free cash flow, underpinning a progressive dividend policy and ongoing share buybacks, with over £1.3 billion returned to shareholders in the past two years. Strategic priorities include strengthening its value proposition via price investment, expanding premium private-label ranges, scaling the Nectar loyalty and retail media platform, and enhancing Argos through digital transformation and improved product relevance. The company is also advancing its £1 billion cost-saving programme, leveraging automation, AI and supply chain efficiencies to improve margins. While macroeconomic uncertainty and consumer pressures persist, management remains confident in delivering long-term growth, improved returns on capital and enhanced shareholder value.

SANDERSON DESIGN GROUP PLC - Results for the year ended 31 January 2026

Investor Meet Company — Wed, 29 Apr 2026 14:00:00 BST

Sanderson Design Group PLC delivered a resilient FY2026 investor update, highlighting improved company performance despite broadly flat revenue of £99.5 million. Strong cost reduction initiatives, operational efficiencies, and disciplined inventory management drove a significant uplift in profitability, with adjusted profit before tax rising to £5.3 million and gross margins improving to 69.1%. The group strengthened its balance sheet, increasing net cash to £9.8 million, while reducing inventory by £5.7 million, supporting robust cash flow. Growth in North America—up 9% in constant currency—continues to underpin the company’s growth strategy, positioning the US as its largest future market. Licensing remains a key revenue driver, delivering £10.5 million with record underlying growth, while manufacturing returned to profitability following restructuring. The group’s expanding direct-to-consumer (D2C) and omnichannel capabilities, alongside digital investment and CRM integration, are enhancing customer engagement and margin mix. Product innovation, including successful launches such as the Highgrove collection, and a strong order book in licensing and manufacturing, reinforce future revenue visibility. With a stable dividend maintained, improving EBITDA trajectory, and continued momentum into FY2027, management remains confident in delivering sustainable growth, margin expansion, and long-term shareholder value supported by a strong brand portfolio and international expansion strategy.

RIVER UK MICRO CAP LIMITED - Quarterly Investor Update

Investor Meet Company — Wed, 29 Apr 2026 10:00:00 BST

River UK Micro Cap Limited delivered a detailed investor update highlighting resilient company performance, attractive valuations, and a compelling long-term growth strategy within the UK microcap market. The London-listed investment trust, focused on companies with sub-£100m market capitalisations, continues to exploit market inefficiencies through a high-conviction portfolio of 30–40 holdings, targeting double-digit earnings growth and re-rating potential over a 3–5 year horizon. Despite macroeconomic headwinds and recent small-cap underperformance, the trust reported strong underlying portfolio momentum, with many holdings delivering robust revenue growth, expanding margins, and significant EBITDA gains. The fund has maintained consistent outperformance versus its benchmark across most reporting periods, achieving a long-term IRR of 12.2% and returning £77m to shareholders since launch via its capital return mechanism. Current portfolio metrics remain attractive, with a c.9–10% free cash flow yield and strong balance sheets across holdings. Management emphasised a significant valuation disconnect in UK small caps, supported by improving earnings trends and potential mean reversion in the small-cap cycle. While short-term risks persist סביב interest rates and consumer demand, the trust’s diversified exposure, disciplined investment process, and focus on profitable, cash-generative businesses position it well to capture future upside as market conditions normalise.

CHRISTIE GROUP PLC - Full Year Results

Investor Meet Company — Tue, 28 Apr 2026 11:00:00 BST

Christie Group plc delivered a strong FY25 investor update, highlighting robust company performance, improved financial results, and a clear growth strategy across its professional and financial services platform. Revenue from continuing operations increased 19% to £70.6m, while operating profit surged 95% to £6.9m, driving margins close to 10% and reflecting strong operational gearing. EBITDA growth and a 133% rise in profit before tax to £6.0m underscore improved profitability, supported by higher-value transactions and increased advisory activity. The group completed over 1,160 business sales with a total transaction value approaching £2bn, alongside valuing £14.5bn of assets, demonstrating significant market share and deal flow strength. Strategic divestment of non-core, loss-making businesses has enhanced earnings quality and balance sheet strength, with net cash rising to £9.4m. The board proposed a 55% increase in total dividend, reflecting confidence in sustainable earnings growth. Christie Group’s integrated service model, spanning brokerage, finance, insurance, valuation, and stock auditing, continues to drive cross-selling opportunities and recurring revenue. Growth is further supported by international expansion, particularly in European healthcare and hospitality sectors, and a strong order book with pipeline activity up 9.6%. Despite longer transaction cycles, current trading remains positive with solid instruction levels and investor demand. The company remains well-positioned to deliver scalable growth, margin expansion, and long-term shareholder value through continued investment in talent, digital capabilities, and sector expertise.

THERACRYF PLC - Investor Presentation

Investor Meet Company — Fri, 24 Apr 2026 10:00:00 BST

Theracryf PLC (TCF:AIM) delivered an investor update highlighting strong progress in its neuropsychiatry-focused growth strategy, led by its potentially class-leading Orexin 1 antagonist programme for addiction and compulsive behaviours. Management confirmed the company remains on budget and on schedule to complete key pre-clinical toxicology studies by Q3, with a full data package targeted for submission readiness in Q4. Recent milestones include successful scale-up manufacturing, production of over 2kg of GMP clinical-grade material, and new patent filings to strengthen IP protection and potential market exclusivity. The company also outlined significant market opportunity in addiction, ongoing partner discussions, and its strategy to licence assets to large pharma or biotech at value-enhancing inflection points. With a capital-efficient virtual model, preserved cash runway, and growing pharma interest in Orexin biology, Theracryf positioned its Orexin 1 programme as the primary value driver for future revenue, margins and shareholder returns.

TERTIARY MINERALS PLC - Mushima North Silver-Copper Project, Zambia

Investor Meet Company — Thu, 23 Apr 2026 12:30:00 BST

Tertiary Minerals PLC’s latest investor update highlights growing momentum at its Mushima North silver-copper project in Zambia, where the near-surface Target A1 oxide discovery now carries a JORC exploration target of 15 to 30 million tonnes at 40 to 60 g/t silver equivalent, or up to approximately 58 million ounces silver equivalent. Management stressed the project’s attractive development profile, with potential for low-cost open-pit mining, simple metallurgy, favourable recovery rates and lower capital intensity typically associated with oxide mineralization. With less than £450,000 spent to date, the company believes Mushima North remains significantly undervalued relative to its current market value, while upcoming infill drilling, metallurgical test work and progress toward a maiden mineral resource by year-end provide clear investor catalysts. Tertiary also outlined additional growth potential from multiple nearby drill-ready targets, possible sulphide mineralization at depth and a broader project portfolio supported by joint venture partnerships in Zambia and Nevada. Overall, the presentation positioned Mushima North as the company’s flagship growth asset, supported by improving share price performance, disciplined exploration spend, a defined growth strategy and a focus on resource expansion, project de-risking and long-term shareholder value.

AEW UK REIT PLC - Q4 Update

Investor Meet Company — Wed, 22 Apr 2026 11:00:00 BST

AEW UK REIT PLC's (LSE:AEWU) delivered a resilient Q4 investor update, highlighting stable company performance, consistent financial results, and a disciplined growth strategy across its diversified UK commercial property portfolio. Despite a modest decline in quarterly earnings due to temporary vacancy, the business maintains strong income visibility supported by active asset management, leasing activity, and a clear pathway to revenue recovery and margin improvement. The portfolio of 34 assets and 130 tenants underpins a robust order book of income, enabling the continuation of a market leading dividend track record over 42 consecutive quarters. Long term performance remains strong, with NAV total return and property returns outperforming benchmarks, driven by countercyclical investment decisions, asset recycling, and rental growth. Management highlighted a compelling pipeline of high yielding acquisition opportunities exceeding 9 percent, alongside confidence in refinancing its low cost debt facility. While recent merger discussions were discontinued, the company remains focused on scalable growth, operational efficiency, and delivering sustainable long term shareholder value.

BIOPHARMA CREDIT PLC - Investor Presentation

Investor Meet Company — Tue, 21 Apr 2026 15:00:00 BST

BioPharma Credit PLC delivered a strong investor update highlighting resilient company performance, attractive financial results, and a disciplined growth strategy within the life sciences credit market. The company reported net income of 11.4 cents per share and declared approximately 10 cents in dividends, reinforcing its ability to generate consistent income and maintain stable NAV. With an active share buyback programme and shares trading at a discount, management continues to enhance shareholder value. The portfolio, valued at approximately $1 billion, demonstrates low volatility, zero leverage, and a robust track record, including over $11 billion deployed across 71 investments with minimal defaults and near სრული capital recovery. BioPharma Credit focuses on senior secured lending to commercial-stage pharmaceutical, biotech, and medical device companies, avoiding clinical trial risk while leveraging deep sector expertise to assess collateral value. The current order book remains strong, supported by a diversified pipeline of 15–20 target investments and ongoing capital deployment from a $230 million cash position. Historical returns show consistent IRRs in the 10–15% range, with upside driven by prepayment premiums. The company benefits from a growing global healthcare market, estimated at $1.6 trillion in revenue, underpinning long-term demand for capital. Transparent valuation practices, strong borrower quality (primarily publicly listed companies), and a focus on high-margin products further support stable earnings, attractive yields, and a compelling long-term investment proposition.

ELIXIRR INTERNATIONAL PLC - FY 25 Investor Results

Investor Meet Company — Tue, 21 Apr 2026 13:00:00 BST

Elixirr International plc delivered a strong investor update for FY25, reporting revenue of £149.6 million, up 34%, adjusted EBITDA of £44.3 million, up 42%, and an improved EBITDA margin of 29.6%, highlighting resilient company performance, disciplined cost control and sustained profitable growth. The group generated 15% organic revenue growth, increased gold clients from 27 to 34, and continued to execute its growth strategy through cross-selling, partner expansion and value-enhancing acquisitions, with £80 million of cross-sold revenue generated since launch of its M&A model. Management emphasized a robust outlook, strong free cash flow of more than £31 million, a 27% increase in the total dividend, and positive trading momentum supported by a record first quarter. Elixirr also positioned AI as a major growth engine, with AI-related projects rising sharply and AI revenue up 260% in FY25, reinforcing its differentiated consulting model and scalable platform. Recent acquisitions, including TRC and Cavour/Quadrant as referenced in the presentation, have further strengthened sector diversification, geographic reach and board-level client access, while long-standing client relationships, high retention and an entrepreneurial ownership culture continue to support revenue quality, margins and long-term shareholder value. Overall, the presentation underscored Elixirr’s strong financial results, expanding market opportunity and confidence in continued growth, profitability and returns.

CADENCE MINERALS PLC - Azteca Progress and Update

Investor Meet Company — Fri, 17 Apr 2026 10:00:00 BST

Cadence Minerals PLC’s latest investor update highlights a near-term transition from development story to cash-generating iron ore producer, underpinned by progress at its Amapá and Azteca projects in Brazil. Management reiterated that Cadence trades at a significant discount to its estimated £139 million net asset value, while the larger Amapá iron ore project carries a post-tax NPV of $1.97 billion, a 56% IRR, and exposure to premium DR-grade concentrate as steel decarbonisation drives demand. The company’s near-term catalyst is the fully funded Azteca plant restart, targeting commissioning by end-June 2026 and first production in July, with expected output of around 380,000 tonnes per annum and projected revenue of $126 million over three years. Cadence emphasised that permitting risk has narrowed materially, with key environmental and archaeological milestones progressing and no further equity required for the restart following a $4.6 million offtake prepayment. The presentation also underscored strong optionality through the Sonora lithium arbitration claim in Mexico, now fully funded on a non-recourse basis, preserving balance sheet flexibility. Overall, the investor presentation framed Cadence as an undervalued growth story with visible rerating catalysts, improving project de-risking, near-term cash flow potential, and long-term upside from scale, infrastructure control, EBITDA generation, and future revenue growth.

BOW STREET GROUP PLC - Full Year results for the year ended 28 December 2025

Investor Meet Company — Wed, 15 Apr 2026 09:30:00 BST

Bow Street Group PLC’s latest investor update on its full-year results highlights a turnaround story focused on improving company performance, restoring profitability, and delivering long-term growth. The AIM-listed restaurant operator reported revenue of £31.3 million and adjusted EBITDA of £2.1 million for FY2025, reflecting a smaller estate following restructuring, while ending the year with a strong net cash position of £11.1 million after a £10 million fundraise. Management outlined a revised growth strategy built on three pillars: refurbishing and investing in existing restaurants, upgrading technology and operational systems, and pursuing selective acquisitions of scalable hospitality brands. Early progress is encouraging, with Q1 revenue up 5%, March sales up 6.1%, and refurbished sites delivering like-for-like growth of 18.3%, supporting confidence in margin recovery and future earnings growth. Bow Street expects further operational improvements through menu development, CRM and loyalty initiatives, labour scheduling tools, and energy efficiency measures, while maintaining balance sheet flexibility for M&A. With improving trading momentum, disciplined capital allocation, and a clear expansion strategy, the group believes it is well positioned to drive revenue growth, strengthen EBITDA, and return to profitability in 2027.

HARBOURVEST GLOBAL PRIVATE EQUITY LIMITED - Investor Presentation

Investor Meet Company — Tue, 14 Apr 2026 15:00:00 BST

HarbourVest Global Private Equity Limited’s latest investor update outlines a shareholder-focused strategy designed to narrow the persistent discount to NAV while preserving long-term exposure to private markets. The company announced six major initiatives, including an enhanced distribution pool, a commitment to return at least $500 million to shareholders during 2026, and a target to distribute 5–10% of NAV annually through to the next continuation vote. Management said capital returns will be delivered primarily through tender offers and share buybacks rather than dividends, supporting NAV accretion and capital growth. The update also confirmed twice-yearly liquidity reviews, a pause on new commitments for the remainder of 2026, and a further continuation vote by July 2029. Despite weaker private equity market conditions, HarbourVest highlighted strong company performance, an active secondary market, a substantial unfunded commitment pipeline, and confidence in continued NAV growth, portfolio liquidity, and long-term returns. The presentation reinforced management’s focus on shareholder value, disciplined capital allocation, and growth strategy, positioning the trust as a differentiated listed private equity vehicle with enhanced liquidity, attractive access to private markets, and a clear framework for supporting future share price performance.

DEVOLVER DIGITAL, INC. - Investor Presentation

Investor Meet Company — Mon, 13 Apr 2026 16:00:00 BST

DEVOLVER DIGITAL, INC.’s latest investor update highlights resilient company performance in 2025, with revenue in line with consensus for the sixth consecutive half and a strong second half delivering nearly $70 million in revenue. The group reported a 39% increase in EBITDA, driven by operating leverage, improved margins, and disciplined cost control, alongside a significant recovery in new release revenue, which more than tripled year-on-year and strengthened the long-term value of its back catalogue. The business returned to positive cash flow in H2 2025 and expects to be free cash flow positive in 2026. Strategically, DEVOLVER DIGITAL, INC. continues to execute its growth strategy through scalable publishing, owned IP expansion, and investment in “expandable” games that drive recurring revenue. With a robust pipeline of around 30 titles, ongoing annual investment of $30–35 million, and strong early 2026 trading supported by new releases, DLC, and platform deals, management expects double-digit revenue growth, improving gross margins toward 40%, and expanding EBITDA margins into the mid-teens, underpinned by a strong balance sheet, $37 million cash position, and no debt.

HALO MINERALS PLC - Investor Presentation

Investor Meet Company — Thu, 09 Apr 2026 11:00:00 BST

Halo Minerals PLC (HALO:AIM) provided an investor update highlighting its recently listed status on the London Stock Exchange following a £4 million raise and its near-term growth strategy focused on reprocessing legacy mine waste for strategic and battery metals in Chile. The company’s flagship Playa Verde project, a technically de-risked copper tailings asset in the Atacama region, underpins the investment case with a JORC-compliant resource of 53.4 million tonnes at 0.24% copper, including 32.2 million tonnes of reserves supporting projected annual production of roughly 8,600 tonnes of payable copper. Management emphasized robust project economics, including a post-tax NPV10 of $154 million, IRR of 50.9%, competitive operating costs, and meaningful free cash flow potential, while also noting upside from gold credits, additional onshore resources, and significant offshore expansion potential. The presentation also underscored Halo’s ESG-led growth strategy, with Playa Verde positioned to remediate a contaminated beach site while recovering valuable metals, aligning environmental restoration with commercial production. With environmental approval secured, optimisation studies underway, ancillary permitting progressing, and multiple project finance options under review, Halo Minerals presented a clear roadmap toward final investment decision, construction, and future revenue growth, reinforcing its positioning as an emerging copper reprocessing company focused on value creation, margins, and scalable growth.

PULSAR HELIUM INC. - #AMA $PLSR Q1

Investor Meet Company — Tue, 31 Mar 2026 15:30:00 BST

Pulsar Helium’s inc (PLSR:AIM) latest investor update highlights strong operational momentum at its Topaz project in Minnesota, where the company reported a 100% drilling success rate across seven wells, ongoing flow testing, and a forthcoming resource update and economic assessment. Management emphasized the project’s potential to become a new primary helium supply source in the United States at a time of global helium market disruption, tightening supply, and rising pricing pressure. The presentation also underscored Pulsar’s differentiated exposure to helium-3, a rare isotope with potential applications in quantum computing, neutron detection, and advanced energy technologies. Alongside progress in Minnesota, the company outlined longer-term growth strategy for its Greenland asset, which could support Europe’s critical helium supply needs. Pulsar also addressed financing plans, noting a recent $10 million raise and a preference for debt financing to fund development and reduce shareholder dilution. With a resource update expected mid-year, processing plant planning under way, and management focused on moving from exploration to production, the company positioned itself as an emerging player in the helium sector with potential upside tied to project economics, new supply security, revenue growth, and future EBITDA and margin expansion.

EJF INVESTMENTS LTD - Annual Results

Investor Meet Company — Tue, 31 Mar 2026 10:00:00 BST

EJF Investments Limited (EJFI:LSE) delivered a strong investor update for 2025, highlighting resilient company performance and robust financial results despite FX headwinds, with NAV growth of 5% masking underlying portfolio returns of approximately 11 to 12% and sustained high income generation. The trust continues to meet its long term return target, supported by a disciplined growth strategy focused on high yielding regulated bank and insurance debt, securitisation structures, and selective credit opportunities. Improved EBITDA equivalent income dynamics and rising portfolio yields drove a higher dividend, while active discount management reduced the share price discount significantly, enhancing shareholder value. The order book for new investments remains strong, with multiple high return deals executed and a positive pipeline for 2026, supported by favourable market conditions including robust debt supply, bank M&A activity, and structural tailwinds in US community banking. Margins and revenue visibility are strengthening through asset repricing and increased exposure to higher yielding assets, while risk remains controlled through investment grade positioning and low default rates. Management remains confident in continued growth, dividend progression, and further discount narrowing, positioning the trust for another solid year of performance.

ITACONIX PLC - Preliminary Results for the year ended 31 December 2025

Investor Meet Company — Wed, 25 Mar 2026 14:00:00 GMT

Itaconix PLC (ITX:AIM) delivered a strong 2025 investor update, reporting record revenue of $10.5 million, up 61%, alongside record gross profit of $3.6 million and improved EBITDA margins, highlighting robust company performance and progress toward profitability. Growth was driven by its specialty ingredient portfolio, particularly in scale inhibition and odour neutralisation, with expanding customer adoption, a diversified revenue base, and a successful land and expand strategy across North America and EMEA. The company maintained gross margins of approximately 35% and strengthened its balance sheet with solid cash resources and capital efficiency. Its order book and revenue pipeline continue to build, supported by new product launches, including innovative detergent formulations and early stage paints and coatings initiatives via its BioAsterix platform. Looking ahead, Itaconix targets continued revenue growth in line with market expectations of $13.3 million in 2026, positive adjusted EBITDA, and further margin improvement. With a scalable technology platform, recurring revenues, and a clear growth strategy focused on high value applications, the company is well positioned to reach its medium term revenue target of $25 million to $30 million and deliver long term shareholder value.

ENQUEST PLC - Full Year Results

Investor Meet Company — Wed, 25 Mar 2026 10:30:00 GMT

EnQuest PLC’s (ENQ:LSE) 2025 full-year results investor update highlighted resilient company performance, disciplined capital allocation, and a clear growth strategy across the North Sea and Southeast Asia. The group reported revenue of $1.1 billion, adjusted EBITDA of $504 million, operating cash flow of $498 million, and 5% production growth, with pro forma output of 45,600 boepd above guidance following its Vietnam acquisition. Management emphasized strong operational delivery, with production efficiency near 90%, flat operating costs, lower unit opex, and a strengthened balance sheet supported by an $800 million RBL refinancing and increased liquidity. EnQuest also increased its dividend to $20 million, underscoring confidence in cash generation and shareholder returns. Strategically, the company expanded its reserve and resource base, with 2P/2C volumes up 18% year on year, while advancing growth through new positions in Vietnam, Brunei, and Indonesia, alongside gas-led developments in Malaysia. Management highlighted a robust order book of organic and acquisitive opportunities, with Southeast Asia expected to become an increasingly significant contributor to production and revenue by 2030. The company also pointed to material upside from UK assets including Magnus, Kraken, Bressay, and Bentley, while continuing to optimize margins, reduce emissions, and enhance long-term value through operational control, reserve conversion, and disciplined M&A.

COPPA COLLECTIVE PLC - Acquisition and Strategy Update - Launching the Next Phase of Growth

Investor Meet Company — Wed, 25 Mar 2026 10:00:00 GMT

Coppa Collective PLC (AIM:COPC) delivered a positive investor update highlighting a strategic transformation, strong company performance, and a clear growth strategy in a challenging UK hospitality market. The group reported improving financial results, including revenue growth, stronger like for like sales, and rising adjusted EBITDA and margins, marking FY25 as an inflection point with continued momentum into FY26. The acquisition of Linwood enhances the portfolio and strengthens the balance sheet, adding a high quality premium pubs and rooms segment with attractive site level EBITDA. The company now operates a diversified platform across Coppa Club, Noci, and Linwood, enabling multiple revenue streams and resilience to shifting consumer demand. With a disciplined approach to expansion, a scalable operating model, and a strong leadership team, Coppa Collective is focused on sustainable growth, efficient capital allocation, and long term value creation. Backed by a growing estate, improving conversions, and a robust order book of opportunities, the business is well positioned to capitalise on market consolidation and deliver enhanced shareholder returns.

STANDARD LIFE PLC - Full Year Results

Investor Meet Company — Fri, 20 Mar 2026 12:30:00 GMT

Standard Life PLC's (SDLF:LSE) full-year 2025 investor update highlighted strong company performance, improving financial results, and clear momentum against its three-year growth strategy, with management reaffirming confidence in meeting 2026 targets. The group reported 5% growth in operating cash generation to £1.47 billion, a 15% increase in IFRS operating profit to £945 million, and a 2.6% rise in the dividend, reflecting resilient earnings, expanding margins, and disciplined capital allocation. Growth was driven by higher workplace pension inflows, rising retail demand, and strong retirement solutions execution, including a larger annuity market share and a record £1.9 billion pension risk transfer deal. Standard Life also emphasized cost efficiency, with £180 million of run-rate savings delivered ahead of plan, alongside continued platform migration progress and balance sheet strengthening through debt reduction. Management said revenue quality, EBITDA-style cash generation, and surplus capital continue to improve as the business scales across pensions, savings, and annuities. With a £3.6 trillion UK retirement market expected to expand significantly, Standard Life sees further upside from demographic trends, regulatory tailwinds, digital engagement, and adviser distribution. The company’s investor presentation positioned Standard Life as a focused UK retirement leader with a diversified business model, growing order book and flow momentum, stronger solvency, and a clear path to higher shareholder returns, improved margins, and greater financial flexibility.

MIDWICH GROUP PLC - Full Year Results

Investor Meet Company — Fri, 20 Mar 2026 10:00:00 GMT

Midwich Group PLC’s latest investor update highlights resilient company performance and disciplined execution amid a challenging global AV distribution market. For FY2025, revenue declined slightly by 1.5% to approximately £1.3 billion, reflecting softer conditions in key regions such as Germany, while organic growth in the UK & Ireland and strength in live events and emerging technologies partially offset headwinds. Gross margins remained stable, demonstrating pricing discipline, while adjusted operating profit fell 10% due to market pressures and strategic cost actions. Notably, strong cash generation and a 123% cash conversion supported balance sheet improvement, with leverage reduced to 2.17x, underscoring solid financial health. The group continues to advance its growth strategy, focusing on technical specialisation, expanding vendor partnerships, and enhancing digital capabilities, including AI-driven solutions and e-commerce platforms. Market share gains, a stable order book, and diversification into high-growth segments such as unified communications, drones, and software services position the business for long-term revenue and margin expansion. Regional performance was mixed, with standout growth and margin improvement in the UK & Ireland, restructuring benefits expected in EMEA, and operational resets underway in North America and APAC. Looking ahead, Midwich remains cautiously optimistic, targeting improved EBITDA, EBIT margins, and profit before tax through operational efficiency, cost control, and organic growth initiatives. While macroeconomic uncertainty and subdued government spending persist, the company’s scalable business model, strong vendor relationships, and disciplined capital allocation—including selective M&A—support its ambition to drive sustainable growth, enhance shareholder returns, and strengthen its position in the global audiovisual distribution market.

RIT CAPITAL PARTNERS PLC - Investor Webinar

Investor Meet Company — Thu, 19 Mar 2026 11:00:00 GMT

RIT Capital Partners (TPFG:AIM) latest investor update highlights strong company performance and a resilient growth strategy, with a diversified global portfolio designed to deliver equity-like returns with lower risk. The presentation outlines a near 17% total shareholder return in 2025, a 4.7% proposed dividend increase, and a 3.6% return year to date to February 2026, supported by disciplined capital allocation across quoted equities, private investments, and uncorrelated strategies. Management emphasized robust private market performance, including 18.3% returns, strong realizations, and exposure to high-quality growth companies such as SpaceX, Anthropic, Databricks, and Stripe through top-tier partners. The investor update also details a strategic reduction in US equity exposure, broader positioning in Europe, Asia, emerging markets, and commodities, and continued focus on AI, defense, infrastructure, and other long-term structural themes. Uncorrelated strategies delivered 12% returns and remain a key source of portfolio ballast amid market volatility and geopolitical uncertainty. The company also highlighted share buybacks, dividend support, and increased transparency as part of efforts to narrow the discount to NAV. Overall, the presentation reinforces RIT’s long-term investment approach, strong financial results, prudent risk management, and flexible mandate to capture revenue and value creation opportunities across public and private markets.

SENUS PLC - 2026 Half Year Results

Investor Meet Company — Thu, 19 Mar 2026 10:00:00 GMT

Senus PLC delivered a positive investor update alongside its half-year financial results, highlighting strong progress in its climate risk and natural capital intelligence platform. The company reported revenue of €304,000 with robust gross margins exceeding 80% and a solid cash position of €735,000, reflecting disciplined financial management and scalable unit economics. Operational momentum was driven by key contract wins and expansions, including a doubled engagement with Bank of Ireland, a full supply chain deployment with First Milk across 700 farms, and strategic R&D collaboration on biochar monitoring. Senus continues to build a recurring revenue model, supported by a 70% customer renewal rate and a growing subscription-based offering. The acquisition of geospatial AI firm Lohman has strengthened its technology stack, enhancing data analytics, reducing costs, and expanding global market reach into the US and Africa. With a clear growth strategy targeting financial institutions, agri-food corporates, and ecosystem restoration markets, the company is positioned to benefit from increasing regulatory pressure and demand for climate risk reporting. Senus is focused on scaling its enterprise customer base, increasing contract values, and achieving EBITDA-positive performance by 2030. Backed by a strong order pipeline, innovative MRV technology, and expanding international presence, Senus presents a compelling investment case in the fast-growing natural capital and sustainability data market.

CC JAPAN INCOME & GROWTH TRUST PLC - Investor Presentation

Investor Meet Company — Wed, 18 Mar 2026 12:00:00 GMT

CC Japan Income & Growth Trust PLC (CCJI:LSE) provided a positive investor update, highlighting more than 10 years of outperformance versus TOPIX, a continuously rising dividend, and a disciplined investment strategy focused on financially sound, cash-generative Japanese companies with strong balance sheets, earnings growth, and meaningful shareholder returns. The presentation emphasized improving company performance across corporate Japan, supported by structural tailwinds including inflation, corporate governance reform, rising shareholder payouts, and growing opportunities for active investors in Japan’s equity market. Management said the trust’s concentrated, all-cap portfolio targets businesses with attractive revenue growth, resilient EBITDA and margins, strong free cash flow, and long-term dividend growth, while maintaining valuation discipline and liquidity. The team also pointed to a robust order book of opportunities driven by management change, cash-rich balance sheets, and rising buybacks and payout ratios. With gearing enhancing returns, an active share of 80%, and average holding periods of around five years, the trust positioned itself as a long-term vehicle for investors seeking Japan exposure, total return, and income growth. Overall, the presentation framed CCJI as a differentiated Japan equity strategy built to capture sustainable financial results, rising dividends, and long-term growth strategy benefits as structural reforms continue to reshape the Japanese market.

GENUIT GROUP PLC - Full year results

Investor Meet Company — Tue, 17 Mar 2026 14:00:00 GMT

Genuit Group PLC (GEN:LSE) reported a resilient FY2025 financial performance, delivering 7.3% revenue growth (3.2% organic) despite ongoing challenges in the construction sector. Underlying operating profit increased 2.4% to £94.4 million, supported by operational efficiencies and strong demand in key product segments, while cash conversion remained robust at 102%. Margins were slightly lower due to wage and National Insurance cost pressures, though profitability improved in the second half of the year. The group maintained a strong balance sheet with net leverage at 1.5x, enabling continued investment and over £100 million in strategic acquisitions, including Monodraft and Davidson Holdings. Reflecting confidence in future performance, Genuit increased its dividend to 12.9p.Strategically, the company continues to focus on sustainability-driven growth markets, including ventilation systems, stormwater management, and energy-efficient building solutions. Backed by its Genuine Business System lean operating model, disciplined M&A strategy, and exposure to regulatory drivers such as infrastructure investment and housing decarbonisation initiatives, Genuit expects to outperform the wider construction market by 2–4% over the medium term while targeting operating margins above 20%.

ZOTEFOAMS PLC - 2025 Preliminary Results

Investor Meet Company — Tue, 17 Mar 2026 13:30:00 GMT

Zotefoams PLC’s 2025 (ZTF:LSE) preliminary results investor update highlights strong company performance, with revenue rising 7% to £158.5 million, adjusted operating profit increasing 26% to a record £22.8 million, and operating margins expanding by 220 basis points to 14.4%. The financial results were supported by strong cash generation, disciplined cost control, improved product mix and operational efficiency, while cash from operations rose 31% to £39.7 million and leverage improved to 0.8x despite the acquisition of OK Company. Management said its growth strategy remains unchanged, focused on expanding beyond core markets through innovation, geographic diversification, selective M&A and capacity investment across Europe, North America and Asia. Zotefoams also reported strategic progress in footwear, aviation, transport and industrial applications, with Vietnam and Korea expected to support future growth, improve capacity and broaden the group’s customer reach. While footwear volumes are expected to normalise in 2026, the company said diversification by geography, end market and application, combined with acquisition synergies and a stronger leadership team, underpins confidence in medium-term revenue growth, margin expansion and return on capital. With a solid balance sheet, progressive dividend policy and clear capital allocation framework, Zotefoams enters 2026 with positive momentum and a scalable platform for long-term profitable growth.

IP GROUP PLC - Full Year Results

Investor Meet Company — Tue, 17 Mar 2026 09:00:00 GMT

IP Group PLC’s (IPO:LSE) 2025 full-year investor update highlights improved company performance, with NAV per share rising 13% to 110p, supported by strong portfolio progress, disciplined capital allocation, and meaningful value creation from its Pfizer-linked obesity drug royalty interest. The group delivered £68 million in cash realisations, invested selectively in high-conviction portfolio companies, and returned capital to shareholders through a £45 million buyback programme that retired nearly 10% of issued shares. Management emphasised the strength of its deep tech, clean tech and life sciences strategy, with limited exposure to application-layer software and growing alignment with major structural themes including AI infrastructure, energy transition and advanced therapeutics. Portfolio companies raised more than £900 million of third-party capital during the year, while key holdings including Oxford Nanopore, Hysata, Oxa, RTOS and Microbiotica demonstrated commercial traction, clinical progress and scale-up potential. Financial results also reflected tighter cost control, with overheads reduced to 15.9%, alongside continued focus on EBITDA discipline, margins, revenue growth in underlying assets, and long-term shareholder returns. Looking ahead, IP Group reiterated its growth strategy around UK science and innovation, future cash exits, private capital partnerships, and converting its maturing order book of scientific assets into sustainable financial outcomes.

INTERNATIONAL WORKPLACE GROUP PLC - Discussion of the FY 2025 Results

Investor Meet Company — Fri, 13 Mar 2026 15:15:00 GMT

International Workplace Group PLC (IWG:LSE) delivered a strong 2025 investor update, reporting solid financial results and continued progress against key KPIs, supported by rising demand for flexible workspace solutions. CEO Mark Dixon highlighted record enquiry levels from companies seeking capital-light office solutions, as businesses increasingly favour flexible, fully serviced workspaces that reduce property costs by 30–50% compared with traditional office models. The company’s growth strategy focuses on rapid network expansion through low-risk managed partnership agreements with property owners, enabling scalable growth without significant capital investment. In 2025, IWG opened over 800 new centres—around three per day—with plans to accelerate expansion further in 2026 as it builds nationwide networks in key markets such as the UK. The managed model is expected to represent around 80% of the portfolio by 2030, improving margins and strengthening the investment case. Management also emphasized strong operational leverage driven by AI adoption, which is enhancing pricing optimization, automating customer service, and reducing operating costs across a global platform serving millions of customers. The company reiterated its long-term target of $1 billion EBITDA, with approximately 50% expected to convert to cash, reflecting disciplined capital allocation and modest capital expenditure. IWG remains focused on cash flow per share growth, supported by share buybacks and efficient expansion. With a large global market opportunity, repeat partnerships with property investors, and growing demand for flexible workspaces, management expressed confidence in sustained revenue growth, margin expansion, and long-term shareholder value creation despite ongoing global economic volatility.

BREEDON GROUP PLC - Annual results for the year ended 31 December 2025

Investor Meet Company — Thu, 12 Mar 2026 10:00:00 GMT

Breedon Group plc (BREE:LSE) delivered a resilient 2025 investor update, demonstrating solid company performance and financial results despite challenging construction markets across the UK, Ireland, and the United States. The building materials group reported year-on-year growth in revenue and underlying EBITDA, supported by strategic acquisitions, including the integration of Landmark in the US, which expanded Breedon’s vertically integrated asphalt, aggregates, and concrete platform in the Midwest. EBITDA margins stood at 16.3%, reflecting volume declines in key markets, though underlying margins remained resilient due to £20 million of operational efficiency initiatives. The company generated record free cash flow of £133 million, improving cash conversion and reducing leverage to 1.8x net debt to EBITDA, strengthening the balance sheet and supporting a 3% dividend increase despite an 8% decline in EPS linked to higher depreciation and interest costs. While GB construction activity remained subdued, particularly in residential housing, infrastructure demand stayed stable, and the Irish market showed strong economic momentum. In the US, the Landmark acquisition and infrastructure spending supported growth, with a strong order backlog and positive outlook for asphalt volumes heading into 2026. Breedon continues to execute its “Breedon 3.0” growth strategy, focusing on expansion through disciplined M&A, operational excellence, and sustainable investment in quarries, plants, and people. With around 50% of group revenue tied to infrastructure projects, a diversified geographic footprint, and a robust order book, the company believes it is well positioned for market recovery. Management reiterated confidence in long-term revenue growth, improved margins, and returns on invested capital above 10%, while maintaining financial flexibility to pursue further acquisitions and shareholder returns.

HAYDALE PLC - Investor Presentation

Investor Meet Company — Wed, 11 Mar 2026 12:00:00 GMT

Haydale PLC’s (HAYD:AIM) latest investor update outlines a major strategic transformation as the company shifts from an R&D-led organisation to a commercial advanced materials and clean technology business focused on monetising its proprietary HD+ plasma functionalisation technology. The company highlighted progress in productisation and commercialization, led by its graphene-enabled Just Heat energy-efficient heating systems, which have achieved commercial validation across residential, social housing, hospitality, agriculture and industrial applications. Haydale’s growth strategy is supported by the acquisition and integration of SMCC, a national sales, programme management and installer platform that provides a scalable route to market through partnerships with banks, utilities and manufacturers, enabling zero-cost customer acquisition and strong cross-selling opportunities. Management reported that contracted revenues already cover more than 100% of H1 expectations and reiterated its target to achieve positive EBITDA within 12 months, supported by a strengthened balance sheet following a £5.75m fundraise and a significant cost-base reduction during the company’s strategic reset. The business is building recurring and subscription-style revenue streams through installation frameworks, service contracts and digital energy management tools. Beyond heating, Haydale is expanding its advanced materials portfolio with graphene-enabled thermal fluids for data centre cooling and additional heating solutions such as coving and skirting products, reinforcing its focus on energy efficiency and decarbonisation markets. Overall, the update positions Haydale as a scalable clean technology platform with improving revenue visibility, diversified growth opportunities, and a clearer commercial pathway driven by product innovation, strategic partnerships, and expanding market demand for energy-efficient solutions.

BIOTECH GROWTH TRUST (THE) PLC - Investor Presentation

Investor Meet Company — Tue, 10 Mar 2026 16:00:00 GMT

Biotech Growth Trust PLC (BIOG:LSE) delivered an investor update outlining recent company performance, sector dynamics, and its growth strategy ahead of the financial year end. Managed by OrbiMed, a global healthcare investment firm with more than 25 years of experience and approximately 20 billion dollars in assets under management, the trust focuses on identifying high potential biotechnology companies through deep scientific analysis and a global research platform. Despite significant volatility across the biotechnology sector since 2021, the trust reported strong recovery momentum with net asset value growth of 69 percent year to date through February, outperforming the NASDAQ Biotechnology Index by 32 percent. Management highlighted that the previous drawdown was largely driven by macroeconomic factors including rising interest rates and political uncertainty rather than deteriorating fundamentals, creating historically attractive valuations across emerging biotech companies. The portfolio strategy emphasizes small and mid cap innovators developing first in class and best in class therapies across key therapeutic areas such as oncology and central nervous system disorders, supported by increasing FDA approvals, strong clinical innovation, and accelerating pharmaceutical industry mergers and acquisitions. Additional growth opportunities include expanding biotechnology research in China and global demand for breakthrough therapies addressing unmet medical needs. The trust continues to apply disciplined portfolio construction, managing risk around clinical milestones while maintaining targeted gearing between 5 and 10 percent. With pharmaceutical companies facing revenue pressure from patent expiries and actively acquiring biotech assets, management believes the sector is entering a new recovery phase with improving valuations, rising M and A activity, and supportive regulatory conditions, positioning Biotech Growth Trust to capture long term biotechnology innovation and deliver attractive shareholder returns.

GREAT WESTERN MINING CORPORATION PLC - 2026 Exploration Plan

Investor Meet Company — Mon, 09 Mar 2026 11:00:00 GMT

Great Western Mining Corporation PLC (GWMO:AIM) delivered an investor update outlining its growth strategy and exploration progress across a diversified portfolio of strategic minerals in Nevada, one of the world’s leading mining jurisdictions. The presentation highlighted the company’s focus on advancing tungsten, copper, gold, and silver assets located primarily in Mineral County, where strong infrastructure and historic mining activity support exploration and development. Newly appointed CEO Ed Loy detailed plans to prioritize the Pine Crow–Defender tungsten corridor, where recent channel sampling and historical workings indicate potential for consistent skarn-hosted mineralisation. The company intends to conduct additional trenching followed by a drilling campaign in mid-2026, targeting a maiden mineral resource estimate (MRE) by the fall. Great Western also continues to build on its existing copper resource at the M2 project (4.3 million tonnes at 0.45% Cu) while evaluating gold and silver prospects at West Huntoon and the Olympic Gold Project. Management emphasized strong commodity market fundamentals, including rising tungsten prices driven by defence, aerospace, and advanced manufacturing demand, alongside long-term copper demand from global electrification. Financially, the company recently raised approximately $3.2 million to fund exploration activities and maintain steady operational progress. Additional potential catalysts include drilling results, resource estimates, ongoing project evaluations, and discussions around joint venture opportunities and processing infrastructure such as the company’s milling operation and tailings recovery initiatives. Overall, the update reinforces Great Western Mining’s strategy to unlock value from its multi-metal asset base while advancing exploration milestones, strengthening partnerships, and positioning the company to benefit from increasing demand for critical and strategic minerals in North America.

GREENCOAT UK WIND PLC - 2025 Full Year Results

Investor Meet Company — Fri, 06 Mar 2026 15:00:00 GMT

Greencoat UK Wind PLC’s (UKW:LSE) latest investor update highlights resilient company performance in 2025, with £291 million of net cash generation, 1.3x dividend cover, and a 12th consecutive year of inflation-linked dividend growth despite unusually low wind speeds and weaker power prices. As the UK’s largest listed renewable infrastructure trust and largest non-utility owner of UK wind farms, the company emphasized its scale, portfolio quality, and long-term growth strategy, supported by 49 wind farms generating around 2% of UK electricity. Management outlined disciplined capital allocation, including £181 million of asset disposals at or near NAV, £109 million of share buybacks, and £168 million of debt reduction, while also lowering investment management fees to improve shareholder alignment and margins. Greencoat UK Wind expects a 2026 dividend target of 10.7p, with strong projected dividend cover and significant excess cash flow available for reinvestment, deleveraging, and selective portfolio expansion. The presentation also underscored a constructive long-term market backdrop, with rising UK electricity demand, supportive renewable auction activity, and continued opportunities in onshore and offshore wind. While net asset value was affected by lower-than-budget wind resource and reduced power price forecasts, the company reiterated confidence in its valuation, cash flow visibility, EBITDA strength, and ability to create long-term shareholder value through disciplined reinvestment, operational performance, and exposure to the UK renewable energy transition.

THEON INTERNATIONAL PLC - Investor Presentation

Investor Meet Company — Fri, 06 Mar 2026 10:30:00 GMT

Theon International PLC (THEON:Euronext Amsterdam) delivered a comprehensive investor update highlighting strong company performance, robust financial results, and a clear growth strategy driven by global defence demand. The defence technology group, a global leader in night vision systems and military optronics, reported record revenue of €443.5 million in 2025, representing more than 25% year on year growth and exceeding guidance, while maintaining market leading profitability with adjusted EBITDA margins of 26.2%. The company also achieved record order intake of €1.3 billion, supported by a landmark contract for 100000 night vision goggles and driving a total order book of approximately €2.3 billion including options, providing significant revenue visibility. Theon continues to benefit from rising global defence spending, particularly in Europe, Asia Pacific and the Middle East, where penetration rates for soldier night vision equipment remain relatively low, creating a substantial long term market opportunity. The group’s strategy focuses on expanding its core night vision leadership, scaling its ARMed digital ecosystem of augmented reality and fused vision solutions, and entering the fast growing platform based optronics market for vehicles, drones and naval systems. Strategic acquisitions and investments including Harder Digital, Kappa Optronics and Exosens have strengthened supply chain security, enhanced technology capabilities and accelerated product development. With secured access to critical image intensifier tubes and expanding global production capacity, Theon expects continued strong growth, guiding revenue of €570 million to €600 million for 2026 with mid twenties EBITDA margins. Supported by a growing product portfolio, expanding international footprint and active M&A strategy, the company targets €1 billion in annual revenue ahead of its original 2030 timeline while positioning itself as a leading global defence optoelectronics provider.

MOBICO GROUP PLC - Unaudited results for the 12 months ended 31 December 2025

Investor Meet Company — Thu, 26 Feb 2026 11:30:00 GMT

Mobico Group PLC (MCG:LSE) delivered a solid 12 month investor update, reporting 2025 revenue growth of 6% to 2.8 billion and a 9% increase in operating profit to 198 million, reflecting improved company performance, operational discipline and strategic execution. The Group achieved nearly 25 billion passenger kilometres, secured over 1 billion in new contract wins, and generated 77 million in free cash flow, while covenant gearing improved to 2.7 times following the disposal of its North America school bus business. A key milestone was the agreement in principle to restructure German rail contracts with public transport authorities in North Rhine Westphalia, materially de risking future cash flow and strengthening long term sustainability. Growth was led by ALSA, with revenue up 12.8 percent to 1.5 billion and operating profit rising 14%, supported by strong Spanish demand and international expansion, including asset light opportunities in Saudi Arabia. WeDriveU returned to second half profitability following turnaround actions and a 52 million provision on the WMATA contract, while the UK business faced competitive pressures but progressed integration and cost optimisation. The Group’s Simplified for Success programme targets 75 million of cost savings in 2026 and a 100 million annualised run rate, underpinning margin protection and balance sheet strengthening. Management reaffirmed its growth strategy focused on cash generation, disciplined capital expenditure of 120 million, debt reduction, and operational excellence, guiding to adjusted operating profit of 195 to 210 million in 2026 with positive net cash flow, positioning Mobico for sustainable value creation and enhanced shareholder returns.

ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation

Investor Meet Company — Wed, 25 Feb 2026 10:00:00 GMT

Ecofin Global Utilities and Infrastructure Trust PLC (EGL:LSE) provided an investor update outlining its strategy, financial results, and growth outlook across listed global utilities and infrastructure. Launched in 2016 and managed by the Ecofin team at Redwheel, the trust focuses on essential, asset backed businesses in electric and gas utilities, renewables, water, waste management, and transportation infrastructure, targeting a balanced North America and Europe allocation with emerging markets capped at 10 percent. The portfolio delivers an average dividend yield of around 4 percent with expected earnings and dividend growth of 5 to 7 percent per annum, supporting a long term total return objective of approximately 10 percent. Since inception, NAV total return has exceeded 11 percent per annum, outperforming both the S&P Global Infrastructure Index and the FTSE All Share Index. Management highlighted structural drivers including accelerating electricity demand from electrification, electric vehicles, and AI data centres, rising power purchase agreement pricing, grid investment, and nuclear baseload generation. The portfolio trades at historically low relative valuations at roughly 11.5 times EV to EBITDA despite improving earnings revisions, expanding margins, and significant private equity interest in the sector. With disciplined capital allocation, selective gearing, active regional rotation, and a focus on predictable cash flows and inflation linked contracts, the trust positions investors for resilient income, capital preservation, and secular growth in a de risked infrastructure investment universe.

ORCADIAN ENERGY PLC - Investor Presentation

Investor Meet Company — Fri, 20 Feb 2026 10:00:00 GMT

ORCADIAN ENERGY PLC (ORCA:AIM) delivered an investor update outlining its diversified North Sea portfolio and strategy to convert discovered resources into commercial reserves through technical innovation and disciplined capital allocation. CEO Stephen Brown emphasised a focus on low-cost, appraised reservoirs requiring creative development solutions, with core assets including the Pilot heavy oil field, the Finn Bewley high-viscosity oil project, the Lowlander discovery, and the Earlham gas development. At Pilot, polymer flooding remains the preferred development concept, with operator Ping advancing subsurface modelling and concept selection following improved clarity on the UK fiscal regime, materially enhancing project economics and potential investor profit share. Finn Bewley represents a significant long-term growth opportunity, leveraging emerging downhole heating technology to unlock production from ultra-heavy oil, while Lowlander offers redevelopment upside through innovative hydrogen sulphide handling solutions. In gas, the 114 BCF Earlham field underpins a low-carbon power generation strategy linked to offshore electricity production with integrated carbon capture, positioning the company for potential early Field Development Plan (FDP) progression and differentiated Scope 3 emissions management. Management highlighted multiple near-term catalysts, including regulatory concept advancement at Pilot, financing of the associated power station at Earlham, and technology validation at Finn, alongside ongoing evaluation of strategic acquisitions through Halo. Orcadian’s portfolio approach, strengthened fiscal visibility, and focus on reserves conversion provide a clear pathway toward future production, cash flow generation, and long-term shareholder value creation.

PLUS500 LTD - 2025 Preliminary Results

Investor Meet Company — Mon, 16 Feb 2026 12:00:00 GMT

Plus500 Ltd (PLUS:LSE) delivered a strong 2025 investor update, highlighting resilient company performance, accelerating strategic execution and continued diversification into high-growth markets. The multi-asset fintech group reported revenue of $792 million (+3% YoY) and EBITDA of $348 million (+2% YoY), with basic EPS rising 10% to $3.93, reflecting robust margins and disciplined capital allocation. Customer deposits reached a record $6.5 billion, while average deposit per active customer increased over 400% in four years to approximately $27,000, underscoring the success of its higher-value customer acquisition and retention strategy. Non-OTC operations, including futures and institutional clearing, contributed more than $100 million in revenue (14% of total revenue), driven by strong growth in the US futures business and strategic partnerships with CME Group, FanDuel and Topstep. Plus500 also expanded into the fast-growing, CFTC-regulated prediction markets space, leveraging its proprietary technology and market infrastructure capabilities to capture structural growth opportunities. The acquisition of Mehta Equities in India further strengthens its global footprint and access to high-growth derivatives markets. With over $800 million in cash, no debt, and total FY2025 shareholder returns of $365 million through dividends and share buybacks, Plus500 maintains a highly cash-generative, high-margin business model. Management enters 2026 with positive operational momentum, a diversified order flow model based on commissions, clearing fees and interest income, and confidence in delivering sustainable growth, innovation and long-term shareholder value.

KR1 PLC - Investor Presentation

Investor Meet Company — Fri, 13 Feb 2026 10:00:00 GMT

KR1 plc delivered an investor update outlining its next phase of growth as a London Stock Exchange–listed digital asset infrastructure specialist. With over 100 early-stage investments since 2016 and net assets of £50.2 million (December NAV), the company reported approximately £4.9 million in 2025 income from staking and technology infrastructure operations, maintaining a debt-free balance sheet. KR1’s strategy centers on generating recurring income and long-term capital appreciation through active participation in blockchain networks, particularly Ethereum, which represents more than 55% of holdings. The group compounds returns via staking, validator operations, and infrastructure exposure, differentiating itself from passive crypto ETPs and treasury-style vehicles. A newly launched financial infrastructure strategy will allocate up to 20% of assets to risk-managed, yield-focused opportunities across DeFi, including expanded positions in Bitcoin and Ethereum, targeting returns above standard staking yields while utilizing on-chain cover solutions such as Nexus Mutual. KR1 continues to scale its validator operations and oracle exposure, including investments in Lido and Rocket Pool, reinforcing its position at the core of blockchain infrastructure. Management, which owns approximately 25% of the company, emphasized disciplined asset allocation, income diversification, and exposure to structural growth trends such as tokenization, stablecoin adoption, and institutional DeFi participation. Positioned at the intersection of public markets and digital assets, KR1 aims to build the leading blue-chip blockchain infrastructure vehicle on the LSE, combining revenue generation, active portfolio management, and scalable on-chain operations to enhance shareholder value.

WYNNSTAY GROUP PLC - Full Year Results

Investor Meet Company — Thu, 12 Feb 2026 09:00:00 GMT

Wynnstay Group PLC (WYN:AIM) reported a strong investor update for the year ended October 2025, highlighting improved company performance and the early success of its Project Genesis transformation. Despite lower revenue of £583 million driven by reduced grain volumes, gross profit increased and margins improved across all three segments, with adjusted PBT rising over 20% to £9.2 million and EPS up 21%. The group delivered a robust net cash position of £25.7 million, strengthened return on net assets to 7%, and increased its dividend for the 22nd consecutive year to 17.8p, reflecting confidence in future prospects. Wynnstay is now entering year two of its three year turnaround and has launched Strategy Genesis, a growth strategy focused on organic expansion from its scalable asset base, capacity additions of up to 160,000 tonnes, margin enhancement, and doubling share of wallet with existing customers. The business targets medium term revenue and gross profit growth of 10%, operating margins of 2%, and EPS growth of 20%, supported by disciplined capital allocation and a strong balance sheet. Management confirmed trading is in line with expectations, transformation benefits are continuing, and Wynnstay remains well positioned as an integrated UK agricultural supply platform with clear growth strategy, resilient cash generation, and attractive long term returns for shareholders.

PRI0R1TY INTELLIGENCE GROUP PLC - Investor Presentation

Investor Meet Company — Thu, 05 Feb 2026 10:00:00 GMT

PRI0R1TY INTELLIGENCE GROUP PLC (PR1:AIM) provided an investor update outlining its strategy to scale an AI-led, data-first SaaS and consultancy platform for UK SMEs, focused on modernising data capture, enrichment and activation to drive measurable ROI. The group operates through three specialist subsidiaries—Halfspace (sports), Priority AI (SME operations) and Metric (music, entertainment and lifestyle)—deploying proprietary products including Advisor (secure, compliant AI model deployment and data acquisition), FanSonar (AI-driven social listening across large-scale sources to surface intent and audience insights), Vox (multilingual voice automation to convert missed inbound and outbound calls into revenue) and Compass (digital ID capture and third-party enrichment for deeper audience profiling, segmentation and marketing activation). Management highlighted a differentiated model combining affordable, scalable monthly recurring revenue with higher-value enterprise consultancy, embedding data into client workflows across CRM, paid media, analytics and partnership monetisation to create a defensible data moat and strong customer retention. Commercial traction continues to build, with over 100 paying business customers and a target of 500 by the end of FY26, while contracted revenue secured in Q1 exceeded total FY25 contracted revenue. The group expects SaaS subscription revenues to overtake consultancy over time as platform adoption scales. A detailed horse racing case study demonstrated multi-stakeholder scalability across 58 UK racecourses, with approximately 8 million managed transaction records, 12 million captured digital IDs and margins of c.60–70%. Looking ahead, PRI0R1TY INTELLIGENC GROUP PLC outlined growth priorities including product expansion, increased marketing investment, sector diversification, partnerships and selective M&A, positioning the business for sustained recurring revenue growth and long-term shareholder value creation.

BRADDA HEAD LITHIUM LIMITED - Investor Presentation

Investor Meet Company — Wed, 04 Feb 2026 16:00:00 GMT

Bradda Head Lithium Limited (BHL:AIM) provided an investor update outlining renewed momentum as lithium demand recovers and US supply chains increasingly prioritise domestic production. The company highlighted its expanding Arizona-focused portfolio, anchored by the Whistlejack hard-rock lithium project, where Bradda Head has secured an earn-in joint venture with Rio Tinto’s Kennecott Exploration, validating the project’s technical quality and tier-one jurisdiction credentials. Whistlejack complements the nearby San Domingo pegmatite project, enabling shared infrastructure, operational synergies and an accelerated growth strategy, with historic drilling delivering strong near-surface lithium grades and a clear pathway toward a compliant resource. Management emphasised disciplined capital allocation, a tightly held share register and director-backed funding to advance exploration without immediate shareholder dilution. In addition to pegmatites, the company retains a strategic lithium clay resource at Basin and attractive brine licences in Texas, Louisiana and Pennsylvania, providing optionality through potential partnerships and growing interest in direct lithium extraction. Supported by favourable US federal policy, multiple funding pathways and proximity to major battery and EV demand centres, Bradda Head’s growth strategy is focused on near-term, low-capex production opportunities, improving margins and long-term shareholder value. Overall, the presentation positioned the company as a nimble, US-focused lithium developer with improving market conditions, a strong project pipeline and a clear route to monetisation.

PATHOS COMMUNICATIONS PLC - Investor Presentation

Investor Meet Company — Wed, 04 Feb 2026 15:00:00 GMT

Pathos Communications plc (NEWS:AIM) provided an investor update outlining strong company performance from its tech-enabled, human-led PR platform that connects SMEs to global press via a differentiated pay-on-results model. Following its December 16, 2025 IPO (raising £5m), management highlighted FY2025 financial results of $13.2m revenue and $2.9m adjusted EBITDA, supported by strong gross margins, improving cash collection and a growing proportion of repeat business (nearly half of cash receipts), reflecting increased customer “stickiness.” With over 6,000 clients across 80+ countries and a 370,000-strong prospect/community ecosystem, Pathos is scaling a diversified acquisition engine (telemarketing, partnerships, paid media and warm re-engagement) while reducing concentration risk. The commercial model charges $5,000 per published article, with a “Priority” subscription (c.$1,000 annually) enabling a reduced $3,500 per article rate—supporting retention and lifetime value. The business emphasized operational upgrades addressing legacy bad debt through tighter onboarding and quality control, and reported trading ahead of expectations with strong volumes into early 2026. Growth strategy centers on scaling the core engine, expanding internationally (including China and Latin America), pursuing micro-acquisitions, and productising proprietary AI—“Pathos Mind” (news monitoring, hooks and drafting) and “Priscilla” (virtual publicist workflow automation)—to enhance customer ROI, deepen the order book of repeat engagements, and support margin and revenue expansion over the next 2–3 years.

RIVER UK MICRO CAP LIMITED - Quarterly Investor Update

Investor Meet Company — Thu, 29 Jan 2026 11:00:00 GMT

River UK Micro Cap Limited (RMMC:LSE) delivered a positive investor update highlighting resilient company performance, disciplined portfolio construction, and growing evidence of a recovery in UK microcap equities. The investment trust, which focuses on UK-listed companies with market capitalisations below £100m, reported two consecutive years of c.20% NAV growth (19.9% in 2024 and 20.6% in 2025), despite a challenging backdrop for small caps. The portfolio is deliberately concentrated (c.35 holdings) and managed using a company life-cycle approach across growth, recovery, and quality styles, aiming to drive earnings growth and valuation re-ratings. Recent performance has been supported by strong stock selection, M&A exits at an average 64% premium, and material upside in key holdings such as ActiveOps and DF Capital, alongside gains from precious metals exposure. The manager highlighted improving fundamentals across the portfolio, with c.20% three-year revenue growth, strong EBITDA and cash generation, low leverage, and a free cash flow yield of around 6%. Importantly, early signs of a UK small-cap cycle recovery are emerging, with microcaps beginning to outperform large caps after several years of underperformance, supported by easing interest rate expectations and stabilising investor sentiment. The trust reiterated its differentiated capital return mechanism, having returned £77m to shareholders since launch, with further returns triggered if NAV exceeds £110–130m, reinforcing alignment and downside protection for investors.

EJF INVESTMENTS LTD - Update and outlook for 2026

Investor Meet Company — Thu, 29 Jan 2026 11:00:00 GMT

EJF Investments Limited (EJFI:LSE) provided an investor update outlining a resilient income focused strategy centered on regulated debt issued primarily by US community banks. The trust targets income sensitive investors seeking a steady quarterly dividend and has delivered consistent distributions for nine years with a recent dividend increase pushing the yield above 9 percent. Management highlighted strong company performance driven by a diversified portfolio of investment grade Tier 2 bank and insurance debt offering attractive risk adjusted returns, enhanced through modest structural leverage. The presentation outlined a supportive backdrop for financial results including a steepening yield curve, improving net interest margins, accelerating loan growth, and a constructive regulatory environment encouraging consolidation. A large and growing issuance pipeline for bank sub debt refinancing and active M&A activity underpin the growth strategy and create potential capital upside alongside income. Portfolio fundamentals remain robust with high capital ratios, low default experience, limited exposure to higher risk commercial real estate, and a focus on domestically oriented lenders with stable insured deposits. Additional revenue from management fee interests and selective exposure to credit risk transfer assets further support earnings and margins. Management reiterated the sustainability of the dividend, strong alignment through a 28 percent ownership stake, and ongoing measures to address the share price discount. Overall, the update positions EJF Investments as a differentiated investor friendly income vehicle delivering stable revenue, predictable cash flows, and an attractive outlook for long term income focused investors.

AEW UK REIT PLC - Q3 Update

Investor Meet Company — Thu, 29 Jan 2026 10:00:00 GMT

AEW UK REIT PLC (AWEU:LSE) delivered a robust Q3 investor update highlighting resilient company performance driven by disciplined value investing, active asset management and a strong income focused strategy across the UK commercial property market. The company reported another strong quarter for earnings supported by being fully invested, consistent rent collection and continued asset management gains, while maintaining one of the highest dividend records in the sector with 41 consecutive quarterly payments. The diversified portfolio comprises 34 properties and over 130 tenants, with an attractive net initial yield above 8 percent and a clear reversionary yield gap that underpins future income growth. Long term financial results demonstrate sustained outperformance versus peers and the MSCI benchmark, supported by countercyclical buying and selling, sector diversification and disciplined capital recycling. AEW continues to benefit from a favourable investment backdrop, with commercial property values near cycle lows and yields at historically attractive levels, creating a compelling pipeline of high yielding opportunities particularly in high street retail, leisure and selective industrial assets. Recent disposals at significant premiums to purchase price highlight effective capital allocation, while asset management initiatives continue to drive rental growth, improve lease terms and enhance ESG credentials. Looking ahead, the company remains focused on growing earnings, maintaining margins, recycling capital efficiently and exploring options to expand its equity base to support future growth and shareholder returns.

ITM POWER PLC - Interim Results

Investor Meet Company — Thu, 29 Jan 2026 09:00:00 GMT

ITM Power PLC (ITM:AIM) delivered a strong investor update for the first half of financial year 2026, reporting its highest ever six month revenue of £18 million, supported by disciplined cost control, operational improvements and growing industrial demand for green hydrogen solutions. The company highlighted solid company performance despite macroeconomic headwinds, with equipment sales of £15.5 million, an improving gross loss position and a robust cash balance of £197.8 million, reinforcing balance sheet strength as a competitive advantage. The contracted order book increased to £152 million, with 71 percent now profitable contracts, reflecting improved pricing, execution and risk discipline. ITM Power continues to see strong momentum for its Neptune V product and early market traction for the newly launched ALPHA 50, a standardised 50 megawatt electrolyser plant designed to accelerate large scale hydrogen deployment. Operational progress included expanded automated manufacturing capacity, improved factory efficiency and on time delivery of landmark projects such as the 200 megawatt Lingen installation for RWE. The group also advanced its growth strategy with Hydropulse, its build own operate model targeting recurring revenues and improved margins through long term hydrogen offtake contracts. Management reaffirmed full year revenue guidance of £35 to £40 million, with EBITDA loss guidance unchanged as legacy contracts continue to unwind and factory utilisation improves. Looking ahead, ITM Power is progressing development of its next generation CHRONOS stack platform, targeting significant cost reductions, higher efficiency and enhanced scalability, underpinning long term growth, improved margins and a clearer path to profitability.

ARC MINERALS LIMITED - Investor Presentation

Investor Meet Company — Wed, 28 Jan 2026 16:30:00 GMT

Arc Minerals PLC provided a detailed investor update outlining its strategy, asset portfolio, and outlook amid strong copper market fundamentals. Management highlighted expectations of a potential copper supercycle driven by electrification, supply constraints, and strategic stockpiling, positioning the company in a favourable macro environment. The presentation focused on two flagship copper exploration projects: the Kalahari Copper Belt in Botswana and the highly prospective Western Domes region in Zambia. In Botswana, Arc Minerals controls a strategically located licence adjacent to MMG’s Zone 5 mine, with recent drilling and geophysical work confirming a highly prospective contact zone that hosts major regional discoveries. A phased growth strategy is underway, combining ground magnetic surveys, airborne EM, and targeted drilling to de-risk the licence and advance exploration efficiently. In Zambia, the company holds one of the largest exploration footprints on the Kabompo Dome, an underexplored area believed to host significant Tier 1 copper potential. Management acknowledged frustrations with the pace of progress under the Anglo American JV but emphasized strong underlying geology, improved legal clarity, and growing inbound interest from major miners. Financially, Arc Minerals reported a disciplined cash position, reduced and deferred management fees, and sufficient liquidity to fund near-term exploration and corporate costs. The company also committed to improved shareholder communication, including regular investor presentations and quarterly updates. Overall, the presentation underscored Arc Minerals’ focus on long-term value creation through disciplined exploration, strategic asset positioning, and prudent capital management, with management viewing the current valuation as significantly disconnected from the underlying asset potential.

F&C INVESTMENT TRUST PLC - Shareholder update

Investor Meet Company — Wed, 28 Jan 2026 10:00:00 GMT

In this episode, we explore the 2025 shareholder market update from F&C Investment Trust PLC, a company established in 1868 that has continually paid dividends since its inception. Despite its long history, one of its largest holdings is in Nvidia, representing a blend of tradition and modern investment strategy. The trust strategically pivoted to a global mandate in 2013, significantly enhancing its performance by tapping into US tech growth. With a fixed debt of £580 million at just 2.4% interest, F&C is positioned to capitalize on high-growth assets despite rising borrowing costs. However, while the US market thrives, currency risks and the shift from a labor-intensive to a capital-intensive model raise questions about long-term consumption capabilities.

STEPPE CEMENT LTD - January update, Year Results, Board Changes and Development Project

Investor Meet Company — Thu, 22 Jan 2026 10:00:00 GMT

Steppe Cement LTD (AIM:STCM) delivered a strong investor update highlighting record company performance in 2025, driven by robust market demand in Kazakhstan and disciplined financial management. The company achieved record cement sales of approximately 2.07 million tonnes at full capacity, maintained stable pricing in local currency, and preserved margins with estimated EBITDA margins of around 12 percent despite currency devaluation pressures. As the largest cement producer in central Kazakhstan, Steppe Cement holds roughly 14 to 15 percent national market share and around 60 percent share in its core central region, supported by integrated operations, owned raw material quarries, efficient logistics, and a debt free balance sheet. Revenue growth and solid cash generation enabled continued dividend payments while maintaining cash reserves above 10 million dollars. Looking ahead, management outlined a clear growth strategy focused on a targeted 30 million dollar expansion project to upgrade Line Six, increasing capacity from 2.0 million to 2.5 million tonnes annually by 2027. The investment is expected to improve energy efficiency, reduce emissions, enhance operational reliability, and add approximately 8 million dollars of incremental EBITDA, while keeping leverage low. With favorable demographic trends, ongoing urbanization, and steady GDP growth supporting long term cement demand, Steppe Cement aims to regain market share toward 16 percent and deliver sustainable returns through disciplined capital allocation, operational upgrades, and continued focus on shareholder value.

POWER PROBE PLC - Investor Presentation

Investor Meet Company — Tue, 20 Jan 2026 14:00:00 GMT

Power Probe PLC (AIM:PWR) delivered an investor update outlining strong company performance, resilient financial results and a clear growth strategy in the global automotive electrical diagnostics market. The company reported approximately $31 million in 2024 revenue, supported by a dominant proprietary brand mix, gross margins of around 45 percent and EBITDA margins of roughly 26 to 27 percent, highlighting a highly profitable and cash generative business model. Revenue growth has been driven by innovation led expansion, with new product introductions accounting for an increasing share of sales and delivering higher margins than legacy products. Power Probe holds a leading market position with over 80 patents, strong pricing power and a differentiated distribution model across mobile tool distributors, wholesalers and selected ecommerce channels. Management outlined a robust pipeline of more than 15 new products planned for 2026, targeting rising vehicle complexity, electric and hybrid vehicles and parasitic drain diagnostics. Growth opportunities include expansion into the OEM and dealership segment, which represents a significant share of the addressable market, alongside geographic expansion into the UK and Europe. The group also detailed plans for a dual source manufacturing strategy with a new US facility, aimed at improving supply chain resilience, working capital efficiency and long term margin stability. Overall, the presentation positioned Power Probe as a scalable, innovation driven business with strong cash flow, a growing order book and a clear pathway to sustained revenue and EBITDA growth.

CADENCE MINERALS PLC - Amapá Project - Road to Cashflow & Development

Investor Meet Company — Thu, 15 Jan 2026 10:00:00 GMT

Cadence Minerals PLC (AIM:KDNC) provided an investor update highlighting a pivotal transition from development to execution, underpinned by tangible funding, permitting progress and near term production. The company outlined strong company performance centered on its flagship Amapa iron ore project in Brazil, a large scale fully integrated mine, rail and port system with a long operating history, low capital intensity and forecast lower quartile operating costs. Management emphasized that Amapa is a de risked brownfield restart rather than a greenfield project, with studies supporting a long mine life, attractive margins, upgraded high grade 67 percent DR iron ore product, and robust revenue and EBITDA potential at scale. The near term growth strategy is anchored by the Azteca plant restart, which is fully funded through a binding prepayment offtake with no additional equity dilution, positioning Cadence to reach first production and cash flow within months rather than years. This initial cash flow is expected to fund the definitive feasibility study for the wider Amapa project and support longer term expansion. The presentation also highlighted progress on environmental and operational licences, improved project economics, strong order book visibility through offtake, and significant regional upside from additional resources along existing infrastructure. Management noted shareholder alignment through director investment and reiterated that valuation uplift is expected to be driven by execution milestones including permitting, first shipments, revenue generation and sustained margins. Overall, the update positioned Cadence Minerals as entering a fundamentally different phase, moving from potential to delivery, with growing momentum, improving financial results and a clear pathway to scalable iron ore production.

EDINBURGH WORLDWIDE INVESTMENT TRUST PLC - Q&A session with Chairman

Investor Meet Company — Fri, 09 Jan 2026 14:00:00 GMT

Edinburgh Worldwide Investment Trust PLC (LSE:EWI) provided a detailed investor update outlining company performance, portfolio strategy and governance amid ongoing activist pressure from Saba Capital. The board reaffirmed confidence in its long term growth strategy following a comprehensive review in 2024 that refined the investment mandate, reduced portfolio concentration, rebalanced sector exposure and broadened the opportunity set. These changes have supported a marked recovery in financial results, with net asset value up around 22 percent over the past year and materially outperforming the benchmark. SpaceX remains the cornerstone holding, representing roughly 16 percent of NAV, with the trust highlighting strong value creation since its initial investment and a disciplined approach to managing concentration risk while retaining significant upside. The board confirmed that merger discussions and large scale capital return proposals are no longer under consideration after being rejected by Saba, and reiterated its focus on organic performance improvement rather than structural change. Management addressed shareholder concerns around governance, disclosure and costs, rejecting allegations made by Saba and emphasizing alignment with shareholders, a clear growth focused mandate and active oversight of the investment manager. Overall, the update positioned Edinburgh Worldwide as a differentiated growth trust with improving margins of performance, a high conviction order book of transformative companies and a renewed emphasis on long term shareholder value creation.

CATENAI PLC - Investor Presentation

Investor Meet Company — Thu, 18 Dec 2025 10:00:00 GMT

CATENAI PLC (CTAI:AIM) presented an investor update outlining progress at its primary investment, Alludium (also referred to as Eudium), an enterprise AI agent platform positioned to capitalise on the emerging “third wave” of AI focused on autonomous execution rather than content generation. Interim CEO John Farthing introduced the session, with Alludium executives detailing a platform that enables non-technical users to rapidly build, deploy and manage AI agents via a simple chat-based interface. Management highlighted strong market tailwinds driven by widespread adoption of large language models, but argued that true value will be unlocked through AI agents operating autonomously across workflows. Alludium’s platform integrates intelligence, execution, governance and external system connectivity to support task, workflow, domain expert and interface agents, operating across varying levels of autonomy. A live demo showcased the ease of configuring agents for real-world use cases such as email, calendar management, CRM, social media monitoring and sales development. The addressable market was framed as global knowledge workers, with a SaaS-style revenue model expected to go live in February, following early traction with design partners and a growing waitlist. Management cited comparable agentic AI platforms achieving multi-billion-dollar valuations and rapid ARR growth, positioning Alludium as a natively built orchestration layer for the future of work. The team emphasised strong user feedback around autonomous “background” agents and guided configuration, reinforcing the platform’s differentiation versus more technical competitors, and expressed confidence in scaling across additional verticals through 2026.

AVACTA GROUP PLC - Phase 1b Faridoxorubicin (AVA6000) Salivary Gland Cancer Data Release

Investor Meet Company — Wed, 17 Dec 2025 10:00:00 GMT

Avacta Group PLC (AVCT:AIM) presented an investor update detailing encouraging Phase 1B data for ferridoxorubicin (AVA6000) in patients with advanced salivary gland cancers, reinforcing the strength of its Precision® FAP-activated drug delivery platform. The company reported that the Phase 1B cohort (19 efficacy-evaluable patients) continues to demonstrate a favourable safety profile consistent with Phase 1A, notably eliminating severe cardiac toxicity associated with conventional doxorubicin and significantly reducing haematologic and gastrointestinal toxicities, even with prolonged dosing. Efficacy remains highly encouraging, with a 90% disease control rate, including partial and minor responses, and most patients remaining on treatment with median progression-free survival (PFS) not yet reached. Translational and biopsy data showed marked tumour-selective accumulation of released doxorubicin versus plasma, exceeding concentrations required to kill salivary gland cancer cells in vitro, even in tumours with low FAP expression—providing strong proof of mechanism and supporting broader platform applicability. Management highlighted that these results de-risk progression into a planned randomised Phase 2/3 trial using PFS and overall survival as primary endpoints versus investigator’s choice chemotherapy, aligned with global treatment guidelines where no standard of care exists. Enrollment in Phase 1B continues toward up to 30 patients, with further survival updates expected in the first half of 2026, positioning AVA6000 as a potentially differentiated oncology asset with meaningful clinical benefit driven by durable disease stabilisation rather than tumour shrinkage alone.

REDCENTRIC PLC - Interim Results Presentation

Investor Meet Company — Wed, 17 Dec 2025 10:00:00 GMT

Redcentric PLC (RCM:AIM) reported its interim investor update outlining a transformational year marked by the strategic disposal of its data centre business and a renewed focus on its higher-margin managed services operations. The company has agreed the sale of its data centre assets to a Stellano-backed entity for an enterprise value in the range of £115–127m, with completion targeted for Q1 calendar 2026, materially strengthening the balance sheet, reducing leverage and enabling potential shareholder returns alongside reinvestment. Redcentric is repositioning as a pure-play managed services provider with c.90% recurring revenue, improved earnings quality and strong customer retention across the UK mid-market, public sector and regulated industries. Interim financial results showed modest revenue softness as management prioritised margin discipline, with gross margin improving to 61.6% (from 59.1%), EBITDA margin rising to 13.7% (from 12.8%), and recurring revenue increasing to 90.4%, supporting cash flow visibility. Under new leadership, the company is executing a clear growth strategy focused on cybersecurity, private and public cloud, AI-enabled infrastructure, and partner-led routes to market, including enhanced collaboration with VMware. Operational efficiency initiatives, platform simplification and targeted automation are expected to drive further margin expansion toward the mid-teens over time. With a less capital-intensive model, reduced financing costs and a strengthened management team, Redcentric believes it is well positioned to deliver sustainable growth, improved cash conversion and long-term shareholder value in a highly fragmented UK MSP market.

PETRO MATAD LIMITED - Operational Update

Investor Meet Company — Tue, 16 Dec 2025 10:00:00 GMT

Petro Matad Limited (AIM:MATD) provided an investor update outlining strong operational progress across its Mongolian oil assets and accelerating growth in renewable energy, positioning the company for diversified long term value creation. The presentation highlighted stable and improving company performance at Block XX, with the Heron field producing consistently at approximately 135 to 145 barrels per day, minimal water cut, over 70,000 barrels produced to date, and meaningful cost and emissions reductions following full site electrification. The Gazelle discovery moved rapidly from testing to production, delivering initial rates of up to 400 barrels per day and advancing toward reserve booking, while production optimization and further upside remain. Net oil revenues for 2025 are expected to exceed $2.5 million after government share, with progress toward resolving withheld payments from PetroChina improving near term cash flow visibility. Looking ahead, the growth strategy for 2026 includes production optimization, potential infill drilling, new well technologies, 3D seismic acquisition, further electrification and continued exploration and farm out discussions at Block VII, which offers exposure to underexplored oil plays near proven Chinese basins. In parallel, Petro Matad’s Sunstep Renewable Energy joint venture has built a substantial development portfolio aligned with Mongolia’s energy independence strategy, including green hydrogen, battery storage, large scale power export initiatives and a flagship 200 megawatt solar wind and battery hybrid project targeting ready to build status in 2026. Together, these oil and renewable initiatives strengthen revenue potential, improve margins, enhance the order book of future projects and support a balanced transition focused on sustainable growth and long term shareholder returns.

FEVARA PLC - Full year results for the year ended 31 August 2025

Investor Meet Company — Fri, 12 Dec 2025 11:00:00 GMT

Fevara PLC (LSE:FVA) delivered a strong investor update highlighting a transformational year marked by improved company performance, strategic simplification, and accelerated growth momentum. Full year revenue rose 4.1 percent with constant currency growth of 5.7 percent, while adjusted operating profit and adjusted earnings per share increased 69 percent, reflecting successful margin enhancement, disciplined cost control, and stronger volumes in core supplement products. The group advanced its strategy through the disposal of non core engineering assets, a seventy million pound capital return, operational restructuring in the UK, US, and New Zealand, and new commercial partnerships to strengthen its order book and market reach. Management outlined a clear growth strategy focused on operating margin improvement, profitable commercial expansion, and entry into high potential geographies, including Brazil via the acquisition of Macau and plans to build a new low moisture block facility. Supported by a robust balance sheet, new HSBC banking facilities, EBITDA progression, and a reset dividend policy, Fevara aims to drive sustained revenue growth, strengthen margins, and build a scalable international platform across the UK, US, Europe, and Brazil.

NEWRIVER REIT PLC - Results for the six months ended 30 September 2025

Investor Meet Company — Fri, 05 Dec 2025 11:30:00 GMT

NewRiver REIT PLC (LSE:NRR) delivered a strong investor update with solid company performance, disciplined capital allocation, and sustained operational momentum across its retail focused portfolio. Half year financial results highlighted rising revenue, strong cash profits, fully realised cost synergies from the Capital and Regional acquisition, and robust leasing activity driving valuation growth, high occupancy, and rent increases well above estimated rental value. The REIT strengthened its balance sheet through over seventy million pounds of asset disposals, an improved loan to value profile, and an accretive share buyback that boosted NTA per share while positioning the company for a proactive 2026 refinancing supported by an investment grade credit rating. EBITDA and margins benefited from increased scale, resilient assets, and growing demand for retail parks and shopping centres, while Snowzone added seasonal but meaningful earnings potential. Management reiterated a clear growth strategy centred on sustainable rental growth, a strong pipeline of accretive investment opportunities, expansion of high margin capital partnerships, and continued operational efficiency. With improving retail fundamentals, rising investor appetite for retail real estate, and strong tenant sales trends, NewRiver REIT is well positioned to capture rental reversion, enhance income stability, and generate long term value creation. The company expressed confidence in its liquidity, order book, and earnings outlook, supporting a fully covered and attractive dividend for shareholders.

FINSBURY GROWTH & INCOME TRUST PLC - Investor Presentation

Investor Meet Company — Fri, 05 Dec 2025 10:30:00 GMT

Finsbury Growth and Income Trust PLC (LSE:FGT) delivered a candid investor update highlighting recent financial results, ongoing challenges, and its long term growth strategy as portfolio manager Nick Train reflected on both underperformance and renewed conviction in the trusts concentrated portfolio of high quality UK listed franchises. Train emphasized shareholder value, the upcoming continuation vote, and his personal confidence signaled through additional share purchases. The presentation outlined key drivers of future performance including resilient global brands such as Diageo, structural growth opportunities in Experian and Clarkson, and accelerating data and AI enabled revenue streams across holdings like London Stock Exchange Group, where concerns about AI disruption were addressed with evidence of strong proprietary data advantages, improving margins, and expanding customer demand. Management detailed how companies across the portfolio are using AI to enhance efficiency, strengthen competitive positioning, and support sustained earnings growth while maintaining robust returns on equity. Despite a derating in valuation metrics, the trust highlighted a solid order book of market leading businesses with durable cash flows, improving EBITDA trends, and strategic initiatives aimed at restoring NAV performance.

CT PRIVATE EQUITY TRUST PLC - Quarterly update

Investor Meet Company — Thu, 04 Dec 2025 10:00:00 GMT

CT Private Equity Trust PLC (CTPE:LSE) delivers a resilient investor update highlighting stable third-quarter performance, disciplined portfolio management, and strong momentum in realisations, underpinning confidence in the company’s long-term growth strategy. The Trust reported a 4.1% quarterly NAV increase and a 1.5% NAV total return year-to-date, supported by £30.8m of Q3 realisations and £57.9m year-to-date, alongside continued progress in its co-investment programme, now approaching 40% of the portfolio. Management emphasised robust underlying portfolio fundamentals, with revenue and EBITDA both growing 23% over the past 12 months, healthy valuation levels (10.3x EV/EBITDA), and moderate leverage across holdings. Notable exits—including Atech, Amethyst Radiotherapy, and Dotmatics—delivered strong multiples and IRRs, reinforcing the Trust’s track record of generating premium realisation uplifts. New investments across technology, data, healthcare, and lower mid-market European funds demonstrate sustained deal flow and support future NAV growth. The Trust continues to benefit from a diversified portfolio spanning the UK, Europe, and the US, with exposure to high-growth sectors such as software, healthcare, and business services. Its progressive dividend policy—targeting annual dividends equal to 4% of NAV—remains underpinned by consistent capital profits and a long record of increases. Management noted improving market confidence, strong exit pipelines, and attractive future liquidity opportunities within top holdings, positioning the Trust for enhanced portfolio performance and potential discount narrowing into 2026.

THERACRYF PLC - Half year results for the six months to 30 September 2025

Investor Meet Company — Wed, 03 Dec 2025 11:00:00 GMT

Theracryf PLC (AIM:TCF) delivered a strong investor update highlighting significant progress across its CNS focused pipeline, led by its advanced preclinical Orexin 1 antagonist for addiction, which the company positions as a class leading asset with substantial commercial potential. Management emphasised rapid operational execution, capital efficiency, and a clear growth strategy centred on progressing the addiction programme to clinic readiness by late 2026, supported by robust preclinical efficacy data, global patent protection and ongoing large scale manufacturing and toxicology work. The company also advanced its differentiated dopamine modulator targeting central fatigue in multiple sclerosis with expansion potential into narcolepsy and other CNS fatigue disorders. Financial results showed disciplined cost control with a modest increase in loss, strong cash balances following the recent fundraise and an extended cash runway through 2026, placing Theracryf among the top European biotechs for liquidity strength. With a diversified pipeline, growing order book of development milestones, upcoming regulatory submissions, and a strategy focused on early clinical value inflection and potential licensing opportunities, the company underscored its ability to deliver near term and long term shareholder value through pipeline execution, margin discipline and continued operational momentum.

CORCEL PLC - Investor Presentation

Investor Meet Company — Wed, 03 Dec 2025 10:00:00 GMT

Corcel PLC delivered a detailed investor update highlighting strong operational progress, a clear multi-year growth strategy, and accelerating activity across its Angola-focused oil and gas portfolio. Management reported major milestones over the past 12 months, including increasing its equity stake in the flagship CON16 block to 85%, securing new institutional investors, and fully funding the launch of its extensive 2D seismic acquisition programme. This seismic campaign—now active with more than 200 personnel and advanced vibroseis units on site—will significantly improve subsurface imaging by reducing line spacing from 15 km to 2.5 km and is expected to identify multiple drill-ready prospects ahead of Corcel’s planned high-impact pre-salt and post-salt exploration well targeted for late 2026 to early 2027. The company’s portfolio spans over 3,000 sq km in the proven onshore Kwanza Basin across CON16, CON11, and CON12, with substantial upside from ongoing equity optimisation, potential farm-downs, and close collaboration with operators. Corcel also outlined a strong expansion pipeline supported by its strategic partnership with Centtana and Angola’s new permanent offer model, positioning the company to secure additional acreage and pursue value-accretive transactions. Beyond organic growth, Corcel is actively assessing production-ready opportunities across the Angola–South America conjugate margin, targeting its first cash-flowing asset as early as 2026. With strengthened liquidity, consistent delivery against operational milestones, and a clear growth and exploration roadmap, Corcel PLC is well positioned for accelerated development, enhanced asset value, and long-term shareholder returns.

MERCIA ASSET MANAGEMENT PLC - Interim Results

Investor Meet Company — Tue, 02 Dec 2025 15:00:00 GMT

Mercia Asset Management PLC delivered a confident interim investor update, highlighting resilient company performance, disciplined capital allocation, and clear progress against its three-year growth strategy. For the six months to 30 September, the group reported strong financial results with EBITDA up 14% to £4.2m, EBITDA margins rising to 24.6%, and a robust £35m cash position with no debt. Mercia reaffirmed its focus on recurring revenue—now c.80% of total income—and stable AUM of £2bn, supported by £52m of fund inflows and £600m of available investment “dry powder.” Management emphasised its scalable private-capital model, nationwide deal origination through 11 offices, and alignment with major UK policy tailwinds including the Mansion House Accord, Solvency II reform, and increased allocations toward private markets. The firm’s diversified platform across venture capital, development capital, and property finance continues to deliver steady growth, with operational efficiencies, automation, and AI adoption driving rising margins and AUM per employee. Mercia reiterated its Mercia 27 plan to unwind up to 27% of balance-sheet investments over three years, with £7.5m–£10m of exits targeted this year and £50m–£70m forecast for FY27. The balance-sheet portfolio—now valued at £131m across 17 maturing assets—shows limited future capital requirements and clear exit pathways. Capital allocation remains disciplined, balancing progressive dividends, a £3m annual share buyback, and value-accretive M&A that consistently exceeds the group’s 9% WACC. Looking ahead, Mercia targets AUM growth to £3bn, EBITDA of £10m, and margins of 26% by FY27, supported by a strong organic pipeline and increasing institutional capital. Overall, the update reinforced Mercia’s robust financial results, growing order book of fund mandates, and a compelling long-term growth strategy driven by recurring revenue, scalable operations, and rising shareholder returns.

CQS NATURAL RESOURCES GROWTH AND INCOME PLC - Investor Update

Investor Meet Company — Tue, 02 Dec 2025 11:00:00 GMT

CQS Natural Resources Growth and Income PLC (CYN:LSE) delivers a strong investor update showcasing exceptional portfolio performance, driven by high-conviction positioning in precious metals, uranium and energy security themes. The actively managed investment trust has achieved a year-to-date NAV increase of around 69%, supported by a focus on value, asset allocation discipline, and deep sector expertise across commodities and natural resources. Management highlights gold exposure as a central driver of returns, underpinned by strong central bank demand, attractive miner valuations, persistent inflation, rising debt levels, and geopolitical uncertainty. The portfolio is currently concentrated in precious metals (with conviction in sustained revenue and margins expansion), alongside strategic exposure to uranium benefiting from a global nuclear renaissance and long-term electrification trends including AI-driven energy demand. Select shipping assets further enhance cash flow resilience. While the team maintains lower weighting to oil, gas, and base metals due to near-term supply/demand imbalances, they emphasize flexibility to rotate allocations as commodity cycles evolve. With an 8% dividend yield supported by recurring distributions and a clear mandate to outperform MSCI World Energy and MSCI Metals & Mining through the cycle, the Trust reinforces a compelling, differentiated growth strategy focused on real assets, inflation protection, and disciplined capital deployment for long-term investor value.

ACCSYS TECHNOLOGIES PLC - Interim results for the six months ended 30 September 2025

Investor Meet Company — Mon, 01 Dec 2025 15:00:00 GMT

Accsys Technologies PLC (AIM:AXS) delivered a strong H1 FY26 investor update, highlighting robust revenue growth, expanding market share, and significant improvements in profitability. The company reported a 22% increase in Akoya sales volumes and a 23% rise in like for like revenue to £76.1 million, driven by disciplined pricing, operational efficiencies, and strong demand across key regions, particularly the US, where volumes grew 61% following the ramp up of the Kingsport acetylation plant. Adjusted EBITDA surged to £10.4 million, nearly matching the prior full year result, while margins strengthened above the company’s 30% gross margin target. Accsys also reduced leverage to 2.1x following a successful refinancing, supporting its multi year growth strategy through 2029. Management emphasized Accsys’s unique value proposition in the premium building materials segment, underpinned by patented acetylation technology, a 50 year product warranty, and a growing global manufacturing footprint. With three production sites, including joint venture operations in North America, the company is positioned to scale into large, underpenetrated addressable markets in the US, Europe, and the UK, where current market share remains in the low single digits. The transformation program delivered £2.3 million in savings, alongside capacity expansions in colour production, supply chain optimization, and investments to strengthen customer service, sustainability, and operational resilience. Overall, Accsys is tracking ahead of the financial and operational KPIs outlined at its Capital Markets Day, with stronger margins, disciplined cost control, rising EBITDA, and a growing order pipeline. The company expects continued momentum in H2 as it advances its growth strategy, strengthens its balance sheet, and capitalizes on long term demand for sustainable, high performance wood products.

SEQUOIA ECONOMIC INFRASTRUCTURE INCOME FUND LIMITED - Interim Results

Investor Meet Company — Mon, 01 Dec 2025 09:00:00 GMT

Sequoia Economic Infrastructure Income Fund Limited (LSE:SEQI) delivered a strong first half FY2026 investor update, highlighting resilient company performance, solid financial results, and continued outperformance versus high yield benchmarks. For the period ended 30 September 2025, SEQI generated an annualised NAV total return of 10.1%, increased NAV per share by 1.2%, and maintained an attractive dividend yield of 8.6%, with dividends fully cash covered at 1.01x. The fund’s diversified infrastructure credit portfolio, focused on private mid market loans backed by essential assets, remains defensively positioned with 57% in senior secured debt, construction risk below 12%, and non performing loans reduced sharply to just 0.6%. Portfolio yield to maturity remained robust at 9.7%, supported by stable interest rates and a 3.1% pull to par upside. SEQI advanced its capital allocation strategy through nearly 17 million share buybacks while sustaining a strong 350 million pound pipeline of high quality opportunities offering average gross yields around 9%. Strategic shifts included reducing exposure to US renewables and data centres in favor of higher value opportunities in the UK and Europe, exemplified by a recent 55.5 million euro senior secured loan supporting Polish solar projects. With more than a decade of consistent outperformance driven by disciplined underwriting, active portfolio management, and thematic focus on digitalisation, energy transition, and climate resilience, SEQI offers investors stable income, strong margins, defensive cash flows, and sustained total return potential.

COBRA RESOURCES PLC - Company Update: Boland Ionic Rare Earth Project and Manna Hill Copper Project

Investor Meet Company — Thu, 27 Nov 2025 10:00:00 GMT

Cobra Resources PLC (LSE:COBR) delivered a comprehensive investor update showcasing strong financial positioning, accelerating project development, and a clear growth strategy across its South Australia–focused critical minerals portfolio. Management highlighted a solid cash position supported by recent warrant exercises and its strategic shareholding in Barton Gold, enabling continued advancement of the Boland ISR rare earths project and the high-impact Manor Hill copper–gold porphyry opportunity. The company emphasized robust metallurgical results, low reagent consumption, and successful hydrology testing that supports low-cost, environmentally responsible in-situ recovery of dysprosium, terbium, and key magnet rare earths - critical for global energy-transition supply chains. With more than 3,200 km² of prospective ground, upcoming 20,000 metres of resource-definition drilling, and progress toward a scoping study, Cobra is positioned to unlock scale and strengthen future financial results. At Manor Hill, newly granted access and historic high-grade intersections - including 48m at 2.2% Cu and 0.76 g/t Au - combined with major geophysical signatures underscore the project’s potential for a significant porphyry discovery. IP survey results, post-Christmas drilling, and multiple 2026 workstreams create a catalyst-rich outlook aimed at enhancing company performance, resource growth, and long-term shareholder value.

CELLBXHEALTH PLC - Investor Presentation and Q&A

Investor Meet Company — Wed, 26 Nov 2025 14:00:00 GMT

CellBxHealth PLC’s (AIM:CLBX) latest investor update outlines a strengthened growth strategy focused on accelerating commercialization of its Parsortix liquid biopsy platform and expanding its recurring-revenue “razor–razor blade” model. Management highlighted the significant clinical demand for circulating tumour cell (CTC) analysis as a complementary tool to ctDNA, addressing high tissue and liquid biopsy failure rates across oncology. Backed by a newly raised £6.8m and a major operational restructuring to reduce cash burn and lift margins above 70%, the company is targeting revenue growth to £8m+ in the medium term and EBITDA break-even by late 2028. A qualified sales pipeline of £12.6m - £4.5m of which is viewed as highly confident - supports this trajectory. Strategic partnerships with leading diagnostics and biopharma players, including Myriad Genetics and Roche Tissue Diagnostics, aim to integrate CTC workflows into large-scale clinical testing and drug-development programs, opening access to high-volume markets such as reflex testing for failed ctDNA assays. With a sharply reduced headcount, outsourced manufacturing, and a shift toward high-value laboratory-developed tests and CRO channels, CellBX Health positions itself as a leaner, commercially driven company ready to scale platform adoption. The investor presentation emphasizes a focused growth strategy, strengthened order book visibility, and a path toward sustainable financial performance as the liquid biopsy market continues to expand.