Jonathan Roy

Director, UK Investor Group

[UK Investor Magazine @UKInvestorMAG]

Podcast: Lord Michael Spencer with David Buik @truemagic68 and Michael Wilson

Listen now: https://t.co/0IlIAwbQWx

[Tekcapital Plc @tekcapital]

The Guident IPO and AI data centres with Tekcapital

Podcast with @UKInvestorMAG

Listen now: https://t.co/vWXFEHd6qC

[UK Investor Magazine @UKInvestorMAG]

Temple Bar: 100 years in 100 seconds

Sponsored Content by Temple Bar Investment Trust
https://t.co/hQ92KWt1wT

[UK Investor Magazine @UKInvestorMAG]

Altilium recycles EV batteries into UK-made critical minerals, strengthening energy security https://t.co/3nf6RO9yBp

[UK Investor Magazine @UKInvestorMAG]

Our AI Assistant uses the power of AI to enhance your FundEdge experience

Learn more: https://t.co/knVa2JHQ6u

[UK Investor Magazine @UKInvestorMAG]

A “Best of British” Merger

Sponsored Content by Aberdeen Investment Trusts
https://t.co/P2FN479qRG

[UK Investor Magazine @UKInvestorMAG]

Following strong 2025 results, Chapel Down CEO James Pennefather sets out ambitious targets for future growth in an interview with UK Investor Magazine

Listen to the full podcast: https://t.co/3AIZc5mMsU

[UK Investor Magazine @UKInvestorMAG]

Helen Thomas @MarketBlondes outlines the potential economic damage from ongoing Persian Gulf disruptions that may not yet be fully appreciated by markets

Listen to the full podcast hosted by @truemagic68 and Michael Wilson: https://t.co/Pt8jv7DARz

[UK Investor Magazine @UKInvestorMAG]

We're delighted to announce that David Buik @truemagic68 and Michael Wilson will host a new podcast series for the UK Investor Magazine

They will sit down with industry leaders to tackle the most pressing issues in business and finance with the aim to providing deep insight for investors

Listen to the first podcast now: https://t.co/sRVJKfTtXl

[David Buik @truemagic68]

@UKInvestorMAG @MarketBlondes For those interested in the possible ramifications of a prolonged closure of the Straits of Hormuz on the global supply chain, should listen to this podcast - illuminating & worrying. Also listen to the anlysis of Thursday's local election outcomes from Blondemoney's HELEN THOMAS

[BlondeMoney @MarketBlondes]

All you need to know in under half an hour, whether it’s Hormuz or Hackney
I very much enjoyed this chat with @truemagic68 and Michael Wilson as always

[UK Investor Magazine @UKInvestorMAG]

Podcast: David Buik @truemagic68 and Michael Wilson with Blondemoney’s Helen Thomas @MarketBlondes on local elections, oil and equity markets

Listen here: https://t.co/Pt8jv7DARz

[Walbrook PR @WalbrookPR]

🗣️Listen: @onehealthgroup CEO, Adam Binns, and Chairman, Derek Bickerstaff, discuss FY26 trading update on the @UKInvestorMAG podcast, covering:

���#OHGR strategy
➡️Strong FY26 growth
🚀Surgical hub model rollout
🤝Longer term contracts
⭐Future outlook

https://t.co/L5zYgkf7LW

[UK Investor Magazine @UKInvestorMAG]

THIS WEEK: David Buik and Michael Wilson will be joined on the UK Investor Magazine Podcast by Blonde Money’s Helen Thomas to discuss the local elections and what they could mean for equity markets

@truemagic68 @MarketBlondes #UKIM

[UK Investor Magazine @UKInvestorMAG]

Advanced materials and paper manufacturer James Cropper #CRPR had a strong end to the financial year. Both parts of the business traded better than expected and the operational gearing means that profit was well ahead. Paper and packaging returned to profit in the second half. Full year revenues are set to rise from £99.3m to £103m, whereas it had been forecast to be lower, and pre-tax profit is upgraded by 30% to £4.7m. Net debt could fall to £8.3m. The share price jumped 26.8% to 355p.

TheraCryf #TCF received a conditional approach to acquire the Orexin-1 and dopamine-transporter programmes. This is an area where there is increased commercial interest from pharma companies. The board felt this undervalued the assets. The Orexin-1 addiction programmed is fully funded for a phase 1 trial by the fourth quarter of 2026. If this is successful, the value of the assets will be much higher. The share price gained 15.4% to 0.225p.

Orosur Mining #OMI has discovered a new significant mineralised gold zone near 100 metres west of Pepas on the Anza project in Colombia. The material is visually similar to the Pepas prospect. Drilling has started at the APTA prospect. The share price is 15.5% higher at 0.225p.

In the first quarter of 2026, data automation and analysis services provider Cirata #CRTA was cash flow positive for the first quarter ever. The target for the full year is cash flow breakeven. Cash was $4.7m at the end of March 2026. The pipeline of potential work has grown by two-fifths since January. At the end of the first quarter, annualised contract value was $4.9m with billings of $2.3m. Remaining contract billings are $5.8m with $3.4m expected to be billed in the next 12 months. The share price improved 10.8% to 16.4p.

Block Energy #BLOE has signed a binding framework agreement with Zhijiang Sanning Energy Co for the farm-out of Project III in Georgia. The Chinese company will acquire 51% of Project III and Block Energy will have a carry of up to $75m for oil and gas appraisal drilling and initial construction on its 49% stake. The 2C gross success case for Project III is a NPV10 of $2.2bn. The share price rose 3.77% to 1.375p.

FALLERS

Forgent #FORG is acquiring a 51% interest in the Peak Hills gold copper for $1.18m in cash and shares and raising £1.3m in a placing at 0.015p/share. There is an option over another 48% of the Peak Hills interest. Negotiations are ongoing over an option on a controlling stake in a nickel copper gold project in Western Australia. The share price dived 28.3% to 0.0165p.

Foreign currency services provider Finseta #FIN is raising £860,000 at 8.5p/share with up to £100,000 more to come from a retail offer. This will finance regulatory applications in Europe and enable increased transaction capacity for larger business-to-business transactions. There is an increasing focus on business clients, where trading will build up over time, and the Dubai business is growing strongly, although some property transactions and related payments transactions may be delayed. The share price fell 17.5% to 8.25p, which is below the offer price.

Engineer Amcomri #AMCO full year results exceeded expectations, but the share price declined 4.06% to 153.5p, although the share price is still 14.6% higher over the past week. Revenues were 22% ahead at £70.9m, helped by acquisitions, and pre-tax profit improved from £3.9m to £5.3m. Net debt was £11.2m at the end of 2025. Pre-tax profit is forecast to reach £6.4m in 2026.

[UK Investor Magazine @UKInvestorMAG]

Private markets, PISCES and Angel investing with @VestdHQ’s Yaroslav Kinebas

Listen to the full podcast: https://t.co/2aMKXhK2aj

[Rolls-Royce Press @RollsRoycePress]

Rolls-Royce welcomes landmark contract with UK Government for delivery of Small Modular Reactors https://t.co/6y480QUPhj

[UK Investor Magazine @UKInvestorMAG]

UK Investor Magazine is delighted to announce the launch of FundEdge, a dedicated fund discovery platform for UK investors.

The platform uses AI to help investors discover and explore funds across different sectors and geographies, providing access to fund content including video, audio, articles and data

Try it now: https://t.co/wzF8K2MICQ

[UK Investor Magazine @UKInvestorMAG]

Inside Polar Capital Technology Trust’s AI maximalist investment strategy #PCT
https://t.co/YkuFtKTdXC

[UK Investor Magazine @UKInvestorMAG]

Blue Star Capital #BLU says investee company SatoshiPay’s Vortex fiat-to-crypto infrastructure platform achieved volumes of $10m in January, which is more than double the previous month. In February and March total transaction volume was $7.8m because of platform outages for upgrades and a major client is changing banks. Volumes should recover. The share price climbed 24.3% to 11.5p.

Shield Therapeutics #STX says an independent peer-reviewed AdisInsight Report on ACCRUFeR®/FeRACCRU® (ferric maltol) has been published online in Pediatric Drugs, an international journal for healthcare professionals. Approval has been gained to prescribe the iron deficiency treatment to young children. The share price increased 10.8% to 8.75p.

Insig AI #INSG says 2025-26 revenues were 56% higher at £800,000 and growth is expected to accelerate. A Nasdaq listing is being considered, and this would be combined with a large share issue to invest in digital assets. Even so, Insig AI would be a very small company on Nasdaq. The share price improved 8.77% to 15.5p.

Steel structures supplier Billington #BILN has gained new contracts worth £50m even though the market is still relatively weak. This helps to underpin expectations for 2026, although some of the work will be done in 2027. The 2025 results are due to be published later this month. A pre-tax profit of £3.5m is forecast before a recovery to £8.3m. Manufacturing has been streamlined and Cavendish may reassess forecasts when the results are published. The share price gained 5.71% to 370p.

Microbiome-based ingredients developer OptiBiotix Health #OPTI increased annual revenues by 30% to £1.13m. Operating costs have been maintained at £2.6m and since then marketing costs have been reduced. Annual cost savings of up to £600,000 are being made. Increased scale should help gross margins improve. There was cash of £1.03m at the end of 2025. The share price rose 6.12% to 5.2p.

FALLERS

The bid for Deltic Energy #DELT by Rockrose Energy has lapsed. This is because UK regulatory approval of the change of control of Deltic Energy North Sea licences has still not been obtained. Deltic Energy has enough cash to last into the second half. The recommended offer was 7.46p/share. Rockrose Energy recently acquired 529,000 shares at 3.4822p each, taking the shareholding in the oil and gas company to 3.19%. The share price slumped 28.6% to 2.5p.

Mkango Resources #MKA was seeking to raise £10m at 33p/share and this was increased to £12.5m. A RetailBook offer could raise more. The cash will be invested in rare earth magnet recycling plants in UK and Germany and to buy a German magnet business. The share price declined 11.95 to 34p.

There was a return to growth at CML Microsystems #CML in the second half. However, the company will still make a full year loss, rather than the small profit previously expected, because the growth was in lower margin revenues. Supply chain problems have eased. Shore says it will publish 2026-27 forecasts after the latest results are published on 16 June. The share price fell 10.3% to 200p.

Arrow Exploration #AXL says the M-11 well in the Mateguafa Attic field, onshore Colombia has been brought onstream. It is currently producing at a restricted rate of 784bbl/d gross (392bbl/d net). The M-HZ12 well should be completed and producing in a few weeks. The current cash balance is $13m. Zeus has updated its 2026 forecast for the higher oil price and raised its free cash flow projection from $8.8m to $16.8m. The share price slipped 5.81% to 20.25p.