Amirose London Holdings (AQSE:ALH) announced that its wholly owned subsidiary, Amirose London Ltd, has been appointed manufacturer of the Nicky Clarke hair care product range by an established customer, Three Pears Limited, subject to a manufacturing agreement between the parties being signed. The Board anticipates that revenue generation will commence towards the end of Amirose’s financial year ending 30 March 2026, with revenues expected to exceed £1m in the financial year ending 30 March 2027.
Comment: Although it may take a bit of a shove to get the market to notice the company making announcement today with Nicky Clarke, this is not only a top deal in itself, but one that underlines the scalability of ALH.
Georgina Energy (GEX) wished to advise further to its announcement on 7th May 2025 that Mr. Maki Petkovski, an independent consultant, has provided the Company with an Independent Geological Report (“IGR”) regarding the fracture potential of the basement and Heavitree Formation at the Mt Winter Prospect in EPA155 within the Amadeus Basin, Northern Territory. The resultant increase is 37.8% of net attributable 2U Prospective (Recoverable) Resources based on 100% ownership of Mt Winter, as defined in the table below.
Comment: It would appear that the more the crackpot comments regarding GEX desperately try and get the share price down, the better the newsflow from the company. Today’s announcement deserves the stock being up more than just a few percentage points.
Cobra (COBR), the mineral exploration and development company advancing a potentially world-class ionic Rare Earth Element discovery at its Boland Project in South Australia, announced results from a recently completed Sonic Core drilling programme. COBR said “The thickness of ISR recoverable intersections to the north of the existing Boland Wellfield have exceeded our expectations and provide a focused target zone for further resource expansion drilling.”
Comment: Shares of COBR are now up over 100%, something which is not surprising given the twin drivers of tariffs / export bans in REEs, and the company’s successful proving up of Boland.
capAI (CPAI) announced the incorporation of capMedia Inc, a wholly-owned US subsidiary of the Company to support the Company’s broader media-focused activities in the United States. CPAI said “The Company envisages the following upcoming newsflow: Updates regarding regulatory clearance for the licence and option agreement in connection with Author42 (“LOA”); Subject to such clearance being obtained, entry into a definitive LOA; and capMedia Inc beginning commercial operations in California.
Comment: A very grown up sounding RNS from CPAI, which is finessing the big share price turnaround for the stock that we saw March – May. Ideally, current levels provide a base for a resumption of that rally.
BSF Enterprise (BSFA) a leading innovator in tissue-engineered materials announced that its wholly owned subsidiary Kerato Limited has signed an exclusive worldwide option agreement with Université de Montréal for the intellectual property supporting LiQD Cornea, a novel dropwise treatment for corneal damage (LiQD Cornea).
Comment: While we wait for BSFA to bring home the bacon as far as its lab grown leather, we have an interesting side line which actually could have just as much or even more benefit to the company.
DP Poland (DPP), the operator of Domino’s Pizza stores and restaurants across Poland and Croatia, announced its unaudited trading update for the six months ended 30 June 2025. DPP said “Despite weak consumer sentiment in Poland throughout April, continuing from a challenging Q1, May and June delivered a significant turnaround. The marked improvement in sales trends resulted in record monthly system sales for both months, contributing to a 4.9% year-to-date system sales increase.”
Comment: Although DPP has delivered somewhat downbeat comments regarding the macro environment, it is still the case that one would not bet against junk food as an investment wherever one finds it.
Physiomics (PYC), a leading mathematical modelling, data science and biostatistics company supporting the development of new therapeutics and personalised medicine solutions, announced the implementation of the Company’s personalised dosing software onto the DoseMeRx platform and the expansion of its partnership with DoseMe to support the development of new dosing solutions.
Comment: Shares of PYC have already made a decent floor so far in 2025, with the drip-drip of new contract wins. Today’s partnership news could very well deliver a sustained recovery.
Norman Broadbent (NBB), a leading Executive Search and Interim Management firm, announced the following unaudited trading update for the six months ended 30 June 2025. Record first half performance with net fee income of £6.0m up 33% (2024: £4.5m). Executive Search NFI up 36% on H1 2024. Interim Management up 21% on H1 2024.
Comment: Shares of NBB more than halved last year, but are currently up nearly the same amount YTD, and one would expect the market to catch up further with the company’s rosy fundamentals.
Jupiter Fund Management (JUP) announced the acquisition of CCLA Investment Management Limited. JUP said “CCLA is the leading asset manager in the UK for the non-profit sector, providing exemplary client service and high-quality investment outcomes for charities, religious organisations and local authorities, and we are delighted that they will become part of Jupiter. The market-leading and well-respected CCLA brand will be maintained and we will together continue to deliver the same exemplary levels of service to CCLA’s clients.”
Comment: Shares of JUP have soared since the April 65p low off the back of the tariffs dip for the market, and have continued the rally off the back of today’s news. Presumably, there is scope for further growth via acquisition.
Pantheon Resources (PANR), the oil and gas company developing the Kodiak and Ahpun projects located in close proximity to pipeline and transportation infrastructure on Alaska’s North Slope, confirmed that the Nabors 105AC rig is contracted and is currently mobilising to the Dubhe-1 pad. The Dubhe-1 well is an appraisal well targeting the Ahpun Topset as the primary target.
Comment: PANR is clearly trying to re-group after the Megrez-1 disappointment in May. However, now that it is all cashed up with the latest $16.3m fundraise, one would expect it to become far luckier in its exploration endeavours.
CML Microsystems (CML), which develops mixed-signal, RF and microwave semiconductors for global communications markets, announced a 12-year design and supply agreement with a leading manufacturer of industrial Global Navigation Satellite System (GNSS) equipment. Under the terms of the contract, CML will deliver advanced design services and product supply valued at over $30 million across the duration of the partnership.
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