Solvonis Therapeutics (SVNS), an emerging biopharmaceutical company developing novel medicines for high-burden central nervous system (“CNS”) disorders, announced the appointment of Paul Carter as Non-Executive Director, effective 27 October 2025. Paul Carter is a highly accomplished global biopharmaceutical leader with nearly three decades of senior executive experience spanning commercial, operational, and strategic leadership roles. He has built and scaled businesses across Europe, North America, and Asia, combining deep operational expertise with a proven record of driving transformational growth and delivering long-term shareholder value.
Comment: SVNS brings in the right person at the right time in its development cycle, something which means the work already done, and the positioning of the strategy is something that the market will be looking forward to.
Avacta Therapeutics (AVCT), a clinical stage biopharmaceutical company developing pre|CISION®, a tumor-activated oncology delivery platform, announces it presented preclinical data demonstrating its novel first-in-class dual payload pre|CISION® technology (AVA6207) at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics on October 25, 2025 in Boston, Massachusetts. Avacta is the first company to develop dual payload peptide drug conjugates (PDCs), circumventing resistance mechanisms that cancer cells develop against single-drug therapies while maximizing therapeutic effect through targeted combination delivery. This approach has the potential to address several critical challenges in cancer therapy.
Comment: The market has already taken for granted that in terms of the science AVCT is already on its way. The only issue is the funding and the company’s ability to spin plates associated with this, while ideally getting the share price to continue its recent positive re-rate.
Kromek (KMK), a global detection company delivering best-in-class solutions for the advanced imaging and CBRN detection markets, provides the following update on trading for the six months ending 31 October 2025. The Group expects to report revenue for H1 2026 of at least £14.5m (H1 2025: £3.7m). This includes revenue generated under the Group’s enablement agreement with Siemens Healthineers, as announced on 30 January 2025, of at least £8.2m (H1 2024: £nil).
Comment: An absolute wow of a pre-close trading update, with the Siemens connection a company maker as we already know. What does the London market do? Market the shares up just 4%…
One Health Group (OHGR), the independent provider of NHS-funded surgical procedures for patients referred from the NHS through ‘Patient Choice’, provides the following trading update for the six months to 30 September 2025, showing significant growth across all financial key performance indicators, in-line with management expectations.
Comment: One would have thought that being on the ever more funded NHS gravy train would be a good place to be, and indeed, this is the case for OHGR. The bloated, inefficient public sector is a marvel to watch and pay for.
New Frontier Minerals Limited (NFM) announced that a new research note has been published by Cashu Research, a division of Cashu Group. A copy of the note can be viewed by using the following link: https://research.cashugroup.com/research-reports/new-frontier-minerals-ltd-asx-nfm with a UK version available via this link: http://www.rns-pdf.londonstockexchange.com/rns/9188E_1-2025-10-27.pdf
Comment: Always interesting when a company with limited following, and presumably looking for the world to know about it, choses a research outfit that most of us have never heard of. Still, happy to give both a plug. The shares have initially bounced 8% off the back of the note.
Light Science Technologies Holdings plc (LST), the innovative technology and manufacturing business providing real-world solutions targeting issues including global food security and fire safety, announced that it has been awarded a contract worth approximately £460,000, together with an additional three-year maintenance package valued at £10,800 per annum, for the design, supply, installation, and commissioning of a state-of-the-art modular vertical farming system at the new Nottingham Trent University Agricultural Research Centre. On-site implementation is scheduled for February/March 2026.
Comment: Although LST is loaded up with service providers trying to get the message out, it has been Zakstraderscafe which has charted the share price from the lows under 3p last month to over 6p. We should see the best case scenario target of 7.5p on tap well before the end of next month.
Amigo Holdings (AMGO) announced that it has appointed Craig Ransley as a Board Consultant. In this role, Craig will help the Board explore strategic options for Amigo to remain a listed company, specifically by identifying and pursuing a reverse takeover in the mining sector. Shareholders should note that there is no guarantee a reverse takeover (RTO) will be agreed.
Comment: Those of a certain age will remember firefighter Red Adair and the wonders he achieved all around the world in capping wells. It would appear that Craig Ransley is up for a similar challenge.
Eco Buildings Group (ECOB), the AIM-quoted designer, manufacturer and builder of advanced modular housing systems, provide an update on the continuing progress of its 18-unit apartment development in Tirana, Albania. ECOB said “Eco Buildings continues to position itself as a leading innovator in sustainable modular housing, combining speed of construction, reduced carbon footprint, and enhanced thermal performance to address the growing demand and shortage of housing across Europe and emerging markets. The Company will provide further updates as the Albanian project reaches new construction milestones and as the additional apartment blocks are formally contracted”
Comment: One day it is Chile, the next Albania. But the newsflow is coming in thick and fast, and the transformation of the company, and its share price complete. It is just a matter of seeing how far the rollout, and how quickly the company can scale.
Pulsar Helium Inc. (PLSR), a leading helium exploration and development company, announce that it has signed a non-binding term sheet to acquire 100% of Hybrid Hydrogen Inc. in an all-share transaction. Hybrid’s primary asset is a lease agreement covering approximately 6,742 acres of mineral rights in Michigan’s Upper Peninsula targeting non-hydrocarbon gases.
Comment: It can be a difficult choice for a company deciding whether to develop its assets, or expand them, especially given that the market may be focused on speed to production. In this case PLSR doing the deal in shares appears smart.
Greatland Resources (GGP) issued a Quarterly Activities Report. Quarterly production of 80,890 ounces of gold at AISC of $2,155/oz, $284 million cash flow from operations and closing cash of $750 million. GGP said “We are pleased to have delivered a strong operational performance in the first quarter, with AISC of $2,155 per ounce very pleasing, and highlights of the quarter being Telfer gold recoveries and underground production. Cash generation was again tremendous with $284 million cash flow from operations and cash build of $175 million for the quarter, at an average realised gold price of $5,277 per ounce. This cash build was achieved notwithstanding $87 million cash outflows for Telfer and Havieron growth capex and exploration for the quarter.”
Comment: Quite simply a stunning report, one that takes the company to the stratosphere given the trajectory of gold currently. The timing and the execution have been exemplary. Indeed, the only issue here is whether the share price ran ahead of itself earlier this month. The 50 day moving average zone at 334p could be a place of support in coming days / weeks.
Georgina Energy (GEX) announced its Interim Results. GEX said “Since listing on LSE in July 2024, the Company engaged a Geological Consultant to undertake a review of the Hussar and Mt Winter seismic data. The updated seismic mapping and reprocessing enabled a comprehensive review of the resource potential resulting in an overall increase of approximately 20% at Hussar and an increase in net attributable 2U Prospective (Recoverable) Resources of 15% of both Helium and Hydrogen at Mt Winter. Georgina continues to negotiate with potential off-take parties, and we remain open to strategic partnerships that can accelerate our path to development while managing risk and capital exposure.”
Comment: Given all the mudslinging the company has received since it came to market by crackpot parties, it is an achievement just to be around to issue its interim results. The treatment of the company underlines the way that the powers that be really are not offering small cap companies the protection they deserve from bad actors, so that they can simply get on with the job.
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