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Edravo Morning Brief | Tuesday 8 September 2026
Company announcements as at 07:05 BST. Arrows show Edravo’s assessment of each announcement, not share-price movements.
↘ STV Group plc (#STVG) - A £25.4m non-cash impairment in Studios caused a statutory operating loss of £20.5m. The structural slowdown in production commissioning has directly hit STV Studios, leading to a substantial non-cash impairment and dividend omission that overshadow structural efficiency gains.
↗ Inspiration Healthcare Group PLC (#IHC) - Reported H1 revenue of £22.0 million with strong core growth, and upgraded its full-year guidance to slightly ahead of market expectations
↗ Itaconix PLC (#ITX) - H1 2026 revenue rose 72% to $8.3 million, driven by customer re-orders and new contract wins in North America and EMEA. Reaching adjusted EBITDA break-even and positive operational cash flow confirms that Itaconix is achieving viable scale in high-performance plant-based polymers.
↗ Journeo PLC (#JNEO) - Cash balances stood at £12.6m after deploying £10.7m in cash consideration for the Crime and Fire Defence Systems acquisition
↗ Gaming Realms PLC (#GMR) - Trading for full-year 2026 remains on track to meet market expectations, supported by 23% core growth in July-August
↔ Regional REIT Ltd (#RGL) - Cash and Marketable Securities £40.8m, up 8.2%, but proposed Interim Dividend 4.0p, down 20%
↗ Pebble Group PLC (The) (#PEBB) - Revenue increased 4% to £60.7m in HY 26, supported by higher software subscription visibility and client acquisition momentum
↗ Gear4music (Holdings) Plc (#G4M) - Gear4music delivers 7.3% revenue growth over five months and maintains full
Edravo Take: Corporate activity sits alongside guidance changes this morning.
Read the full brief and open each RNS card:
https://t.co/COoFr7zOBo
@andrewdc208 #BTG acq https://t.co/63zG338WHq solvent liquidations website
#SOM main markets have stabilised
#STVG inline/mixed
EIL!!! EIL!!! EIL!!! Da will man uns klammheimlich wieder was unterschieben. Straßenverkehrsgesetz: Änderung der Verjährungsfrist bei Verkehrsdelikten von 3 Monaten auf 1/2 Jahr. Bundesrat tagt am 8.Mai dazu. #Straßenverkehrsgesetz #StVG #StVGParagraph24 #Verjährung

54 UK Companies reporting /wc 22 Sep 25
Real split of a bunch at or near 52 week highs and at 52 week lows:
Bullish <10% off 52 WEEK HIGHS #OGN #SASS #HLMA #ASAI #SMIN #OXB #PINE #ELIX #GLV #rRCN #SAGA #TTG #IGG #DBOX
Bearish (At of nr 52 Week lows) #AOTI #HFG #STVG #GWI #TRT #ORIT #WIL #BOOT
#JD #HLMA #RPI #GRID #MAB1
names in red are bearish (more red more bearish, in green are bullish)
Good luck if you hold and better luck if you're looking for trading opps 🙋♂️

#STVG This is not the news STV shareholders wanted to start the week with as it’s a Profit Warning ⚠️
Materially below expectations 😣 with revenue now expected to be £165-180m
Lower levels of programme commissions to blame as economic uncertainty has increased
Not nice 🙁

#STVG | STV Group: Continued resilience - strategy refresh in May
Resilient FY24 results from STV Group with revenue growth of 12% despite a tough backdrop, as the group continues its strategic shift towards the growth markets of content production and streaming.
Read more: https://t.co/B3ilJl9TOY
$STVG @WeAreSTV @STVStudios @PremierSports @TwoCitiesTV #smartTV #streaming #internetTV #PayTV #TVaaS #StreamingTV #LSEG #AIM #AQSE #FTSE #equities #stockmarlets #investing #investments #shares #stocks

#STVG Harwood buying, near 10yr lows... https://t.co/DXQQnViTBK
🔥#TWINPETESINVESTING #Podcast 148: 131% return in 12 months🔥How, ‘The Principle of Maximum Pessimism’ can help u2 find winning #stocks, #CRE #LGEN #ALFA #RNWH #Infrastructure #NEXS #WHR #TIG @MenphysUK
https://t.co/LKLHt51njz
https://t.co/60s8ARPEZb
https://t.co/7ILqbcVC6Q
#RKW #CPI #FTC #FCH #VANQ #AGFX #RM #VANL #FLO #FSJ #STVG #KOO #PEN
In this week’s Exchange, accomplished UK fund manager Richard Staveley of @harwoodcapital , who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:
00:00 Secret sauce behind Rockwood’s success.
06:40 Capita
13:35 @Filtronic & how to value the stock
19:05 @FundingCircleUK
24:00 Vanquis Banking
32:55 Argentex
38:50 RM
43:00 @VanElleplc
47:25 @flowtech2021 Fluidpower
52:25 James Fisher
56:30 @stv_group
60:55 @kooth_plc
66:25 Pennant International
70:35 Favourite stock idea for 2025 & portfolio management.
Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address [email protected].
Published by @VOXmarkets
https://t.co/V6rqr2P7zy
#STVG with bid rumours for ITV interest may turn to STV
The shares are -28% over the last 3 months tho🤔
Inline
“The forward orderbook sits at £92m at the end of October, with the division having delivered revenue of £24m and won commissions with a value of £15m since end July”

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