GenIP (GNIP), an AI-powered innovation intelligence and technology commercialisation company, reported continued operational progress during 2025, including approximately 330% revenue growth and 150% growth in gross margin compared with FY2024. Active clients increased by over 225%, with client retention remaining high at approximately 90%. This performance has been driven by the rollout of the Company’s integrated invention intelligence product suite and increasing adoption of its Invention Prioritizer product. Adoption in Brazil and Saudi Arabia is generating new client introductions and contributing to a growing pipeline of inbound enquiries. The Company’s strategy to expand its corporate client base is progressing, with new orders secured and active discussions underway with both corporate and academic clients. Demand from Universities and other non-corporate clients remains robust, supported by repeat orders and ongoing international engagement.
Comment: A rapidly growing footprint both geographically and across various sectors is the explanation for today’s sizzling update from GNIP. As soon as the realisation kicks in that the company is also a challenger / disruptor to the consultancy market too, we should see the shares return to their former 2024 – 2025 glories.
Newmark Security plc (NWT), a global leader in secure people-data solutions for human capital management (“HCM”) systems announced its unaudited results for the six months ended 31 October 2025. “The Group has delivered another successful period by executing its strategic objectives and achieving growth across both divisions. NWT said “HCM continues to be the Group’s focus and growth engine, with total H1 FY26 HCM revenue increasing by 20% and annual recurring revenues up 30%. We have continued to capitalise on our partnerships and open new sales channels, integrate our products with major software houses as part of our direct-to-end-user (“D2E”) strategy and displace our time-clock competitors. We expect H2 sales to be even stronger and have already laid the foundations for further growth in FY27.”
Comment: HCM has indeed taken NWT to the promised land, both operationally and in terms of the share price that managed a decent 46% gain last year. The stock is already up nearly 10% this year, something which is likely to be built on substantially if today’s update is anything to go by.
Mkango Resources Ltd. (MKA) announced the official launch of the rare earth magnet facility today at Tyseley Energy Park. The Facility has been developed by the Magnetic Materials Group at the University of Birmingham and constructed and commissioned alongside HyProMag Limited. The University of Birmingham and HyProMag today host the opening of the Facility for separating and recycling rare earth magnets using the patented Hydrogen Processing of Magnet Scrap technology, licensed exclusively to HyProMag. The Facility will be officially opened by Chris McDonald MP, Minister for Industry in the Department for Energy Security and Net Zero and the Department for Business and Trade.
Comment: Given that pubs are banning Labour MPs currently, it could be an idea that businesses follow suit. Plus you do not necessarily know whether a visit from one to you HQ could then be followed by a HMRC investigation, a reassessment of business rates, and a check on the residency status of employees. BTW Net Zero and Business / Trade go together like chalk and cheese, or perhaps for some, love and marriage.
Gelion (GELN), the global energy storage innovator, announced the appointment of Professor Rachid Yazami as a Technology Advisor to the Group, effective immediately. He will provide strategic guidance on battery technology development, supporting Gelion’s development of sulfur battery innovations. Professor Yazami, widely recognised as a world leading battery technologist, is well-known for his pioneering work in establishing the reversible intercalation of lithium into graphite in an electrochemical cell, a breakthrough which led to the lithium-graphite anode which is now used in commercial lithium-ion batteries, a product with over $80 billion in market value.
Comment: One might not have thought that there were necessarily rock stars in the battery technology space. However, it would appear that GELN has found one, and is feeling rather chipper about its new Technology Advisor.
Tern (TERN), the AIM‑quoted investment company, updated regarding the position with its capital commitment to Sure Valley Ventures Enterprise Capital Fund LP. On 28 November 2025, Tern announced that, among other things, Tern had requested relief from its funding obligations to SVV2 and that the General Partner of SVV2 had confirmed that, under the terms of the SVV2 Limited Partnership Agreement, Tern would be classified as a ‘defaulting investor’. Tern has now been notified by the General Partner that Tern has ceased to be a limited partner in the SVV2 partnership and that the entire of Tern’s interest in SVV2 has been transferred to other investors in SVV2 or otherwise forfeited.
Comment: TERN has been operating under some of the hottest conditions for the tech space in history, and yet not been able to get itself over the line. Today’s RNS is clearly somewhat embarrassing, and may lead some to suggest that the company tries something else rather easier than investing in tech. Perhaps opening a whelk stall?
Audioboom (BOOM), the leading global podcast company, is pleased to provide a trading update for the 12 months ending 31 December 2025. Annual adjusted EBITDA profit of approximately US$5.1 million, up 54% on 2024 (US$3.4 million) and ahead of 2025 market expectations. 2025 revenue of approximately US$80.4 million, up 10% on 2024 (US$73.4 million).
Comment: Great metrics, enough to justify the current market cap near £130m perfectly, but unless something really special happens, not much more. Poor ongoing investor relations, with a puffy sounding RNS, even though a puffy sounding RNS is not required and has caused the share price to slip so far today.
Panther Metals Plc (PALM), the exploration company focused on mineral projects in Canada, announced the signing of a three year term purchase option agreement over three multicell mining claims which comprise the Otter Gold, Z2 Gold and Wig properties which are located in the Obonga project area, the highly prospective Obonga greenstone belt located,160km north of Thunder Bay, Ontario, Canada. PALM said “The new purchase option agreement over the Siltamaki properties at Obonga secures Panther’s rights over three promising gold and base metal prospects through to 2029.”
Comment: We are seeing a purple patch for PALM and its chirpy CEO, with almost every near term announcement seeing a rebound in the share price. It looks like after several years, the company’s time has finally come.
Blencowe Resources Plc (BRES) announced further exceptional high-grade purification results from testwork undertaken in association with Alkeemia S.P.A., a specialist graphite processing organisation based in Porto Marghera, Northern Italy. This is the first Orom-Cross purification test work conducted within the EU and it represents a bridge into that significant market moving forward.
Comment: Hot on the heels of the Oak Securities initiation of research earlier this week, we have another RNS from BRES reminding us of the merits of the flagship Orom-Cross projects.
Roquefort Therapeutics plc (ROQ), the Main Market listed biotech company, announced that a new research note regarding the Company’s proposed transaction with Coiled Therapeutics, Inc. and A2A Pharmaceuticals, Inc., as first announced on 8 September 2025, has been published by its broker SP Angel Corporate Finance LLP. It can be accessed by the following link: https://www.roquefortplc.com/analyst-research
Comment: SP Angel are rather good on biotech, so a research note worth reading. This is as opposed to one written by fly by night or sales and marketing based research peddlers, with no following, that have blighted the stock market.
Aterian Plc (ATN), the Africa-focused critical metals exploration company, announced encouraging results from an independent geophysical study completed over Prospecting Licence PL265/2025 in the Kalahari Copperbelt, in the Republic of Botswana . The Licence is wholly owned by Atlantis Metals (Pty) Ltd, in which Aterian has a 90% interest. The award of the Licence was previously announced on 15 December 2025. The study confirms that PL265/2025 is located within a proven, world-class copper-silver district, directly along strike from operating and advanced deposits in the Kalahari Copperbelt, including Sandfire Resources’ Motheo Mine. Importantly, the work has identified multiple priority targets that materially enhance the potential scale, quality, and future value of the Licence.
Comment: We finally have a strong RNS from ATN, strong enough perhaps to arrest the recent share price decline and ensure the company starts joining its explorer / developer peers in enjoying a rebound both in sentiment and market cap.
CAB Payments (CABP), a leading B2B FX and Payments provider to emerging markets, announced that it continued to trade positively through the second half of 2025, with Total Income expected to be approximately £119 million and Adjusted EBITDA expected to be slightly above the range of consensus estimates for the twelve months ended 31 December 2025.
Comment: Happily, for technical traders the recent share price rebound did come ahead of improved fundamentals as witnessed in today’s RNS. 70p was our first top of April 2025 chart target. Above this CABP could stretch to as high as 90p by the end of next month.
Savills plc (SVS), the global real estate advisor, published the following trading statement in respect of the year ended 31 December 2025. The Group expects its performance for 2025 to exhibit solid year on year growth at least in line with expectations, in particular reflecting an improvement in transactional momentum during Q4.
Comment: SVS is well enough diversified in terms of footprint and services, as well as posh operatives, to ride the slings and arrows of tariffs and political uncertainty. What we would all like to know from the company is where the London housing market is going? SVS is a tad quiet on that.
