Amazing AI plc (AQSE: AAI) – 25 November 2025: AAI is a global fintech group with a Digital Asset Treasury Policy that provides online consumer loans and AI finance-related services. AAI announced the following information regarding potential legal proceedings against Thomas John Zacchaeus Winnifrith and Share Prophets Ltd. On 24 November 2025, the Company sent a cease and desist letter to Thomas John Zacchaeus Winnifrith and Share Prophets Ltd. The Letter alleges that the Parties have published a number of false, defamatory and/or unsupportable statements likely to cause Amazing AI plc, Mr. Paul Mathieson and Amazing AI plc shareholders to suffer serious harm. If the Parties, inter alia, fail to remove all relevant articles, agree to not to re publish the articles or allegations and issue an apology within three days, the Company will take legal action. The Company understands that Mr. Paul Mathieson, CEO of AAI, is proceeding with a separate legal class action against the Parties in his personal capacity. The Company takes these matters extremely seriously. The Company will make further updates to shareholders as appropriate in due course.
Comment: This promises to be the biggest bunfight since “Ernie, The Fastest Milkman In The West” versus “Two Ton Ted From Teddington” over Sue, of 22 Lindley Lane. Over the past 25 years many people have tried to take on the self proclaimed “Sheriff Of AIM”, and to date all challengers have been sent packing. But it would appear that this could turn out to be more than just a “Rumble In The Jungle”, especially as it has been encapsulated in a RNS directly. Perhaps the Sheriff has finally met his match?
Valereum Plc (AQSE: VLRM) announced that it has entered into legally binding heads of terms agreement to raise USD $200m of Royalty and Streaming (R & S) capital from Valereum QGP-SP. The Company will also pursue a listing on a U.S. National Exchange (NASDAQ/NYSE). The strategic investment unlocks significant opportunity for Valereum to: Accelerate the development and deployment of its crypto, blockchain and tokenisation platforms through its AI-driven Royalty and Streaming platforms. Build out a broad-based Digital Asset Treasury (DAT) to maximise share price growth. Advance strategic acquisitions and partnerships within regulated financial and digital ecosystems that are synergistic, complementary and compatible with AI-driven R & S protocols.
Comment: An excellent sounding move for VLRM, one that looks well capitalised and thought out. It would also mark a happy conclusion for the company after years of circling the proverbial airport. One just hopes that once it gets to the NASDAQ, someone like Peel Hunt will not be selling the UK shares for the first couple of weeks of listing at a substantial discount to see-through value to keep a lid on the stock, because it was not expected to list in the first place.
WeCap Plc (AQSE:WCAP) – Holding(s) in Company. Res Privata N.V. are down from 13.58% to below 3%.
Comment: Is there anyone else who wants to get out of WCAP, at an ultra low share price, or are they just trying to keep the share price down? Either way, even with the apparent one year lock-in, that the bulls seem not to mention (?) selling out of WCAP does not seem intuitive unless you are desperate for cash. It could very well be that once all the bed wetters are finally out the shares can head towards 5p, 10p etc that its fans are calling for.
Kingfisher PLC (KGF) – Q3 Trading Update. Strategic initiative delivery driving momentum. Full year profit guidance upgraded
Comment: KGF’s performance is so resilient that one can almost begin to believe that the government’s tax your way to prosperity strategy is actually working.
Compass (CPG) reported “another strong year”, and it lifted its annual payout. Pretax profit in the year ended September 30 rose 26% to USD2.58 billion from USD2.06 billion, on revenue that increased 9.7% to USD46.07 billion from USD42.00 billion. Operating profit increased 15% to USD2.96 billion, increasing 11% on an underlying basis to USD3.34 billion.”
Comment: The caterer remains a money printing machine, with the company clearly benefiting from scale and a trading environment constantly looking for someone to help it cut corners on cost. The shares near one year lows may therefore be appealing to some.
easyJet (EZJ) said its annual earnings improved, and it achieved its medium-term profit goal at the holidays arm ahead of schedule. The budget carrier reports pretax profit of GBP658 million in the year to September 30, rising 9.3% from GBP602 million. Headline pretax profit increased to GBP665 million from GBP610 million, easyJet says. Revenue rose 8.6% to GBP10.11 billion from GBP9.31 billion. CEO Kenton Jarvis says: “Since setting our medium-term targets in 2023 we have made significant progress, delivering a 46% improvement in profit before tax, adding 9% this year through the continued, successful execution of our strategy.
Comment: At the moment it would appear that running a profitable airline is like falling off a log. The question is how much more the sector can expand / squeeze out of its customers. How is the carry on luggage going? Anything lower than mid-trading range seems attractive for the bulls of EZJ.
AO World PLC (AO.), the UK’s most trusted electrical retailer, today announced its unaudited financial results for the six months ended 30 September 2025. The period saw continued delivery of strong revenue, profit and cash generation growth.
Comment: To manage to get all the key metrics up in double digits over the period has to be regarded as some kind of miracle for a company in the UK High Street / retail space. In such cases it is usually the management that can take a bow. By the way, you can get the new iPhone 17 at AO World for just £17 a month, upgraded every two years.
Marston’s (MARS) reported annual profit growth, despite revenue edging fractionally lower, and the pub firm says “Christmas bookings are strong”. Pretax profit in the year ended September 27 jumped to GBP88.3 million from GBP14.4 million, though revenue fell 0.1% to GBP897.9 million from GBP898.6 million. On a like-for-like basis, sales rose 1.6%. “We’ve delivered another strong year ahead of plan, executing on our strategy to be a high-margin, highly cash-generative local pub company. For the second consecutive year, we’ve delivered significant growth in profit, margin and free cash flow, underlining the strength of our market-leading pub operating model and the outstanding work of our teams,”
Comment: If you listen to the likes of Jeremy Clarkson, you would be surprised there are any pubs left, and would assume that they are all losing money, even with Amazon paying. MARS make it all look easy, although one would still be wary of the outlook for the sector.
