Rome Resources Ltd

Rome Resources has boosted its resource at Kalayi by 32% to 460,000 tonnes. Grades were up by 10% and contained tin now amounts to nearly 7,000 tonnes. The company's consultants highlighted two zones in which further resources might be located, and it now looks as though a total of 20,000 tonnes of tin might be within reach. Paul Barrett, Rome's chief executive, joins Vox to tell us more.

Rome Resoures: resource tonnage up by 32%, more drilling in October

Pilar Gold Inc

Find out more about the Pilar Gold Pre IPO Investment Opportunity  https://www.pilargold.com/pilargold-equity-raise-rn?SQF_LEAD_SOURCE=vx

Pilar Gold is now just a few short weeks away from gold production at its operations in Brazil. 
The company is rehabilitating three old mines, and is aiming to be producing 40,000 ounces of gold per year in the immediate term, rising to 80,000 ounces in the medium term. There's also the prospect of a significant resource upgrade from the currently booked four million ounces, as the existing resource was done at a much lower gold price. A listing is also in the works, potentially on NASDAQ, more details of which will be announced in due course. Pilar's chief executive Enrique de Alvear joins Vox to tell us more.

Pilar Gold will be producing gold within weeks

ARBB

ICG Enterprise Trust

NB Private Equity Partners Ltd.

Real Estate Credit Investments Ltd

Volta Finance Ld

Feature article: Tech sector outlook - focus on recovery plays

UK technology stocks are showing signs of recovery after a prolonged five-year bear market, with large-cap software and services stocks rebounding strongly in recent months. In this month's feature article, Hardman & Co analyst Richard Jeans examines the latest trading trends across the UK technology sector, the evolving impact of AI and large language models, and the prospects for further recovery. He also highlights the importance of focusing on attractively valued recovery opportunities while avoiding over-hyped stocks.

Download the report to read the article and the September Monthly.

Hardman & Co Monthly: September 2026

PLUS

We expect memory shortages to be a headwind to revenue and earnings growth in F2027, but market demand for PLUS's services remains strong. 
With longer lead times, the demand PLUS is seeing is not currently translating to revenue, but the company is building a sizable backlog that will become a significant tailwind as memory constraints ease.
ePlus ended 1Q:F27 with no debt and cash of $449 million ($17.22 per share), giving the company ample flexibility to invest organically, pursue additional tuck-in acquisitions, more actively buy back stock, and continue to increase its dividend.
We maintain our $111 price target based on about 18x our F2028 EPS estimate of $6.09. Given the company's track record of profits and a debt-free balance sheet, we assign the stock a Moderate risk rating.

Sidoti & Company - Demand For PLUS's Services Remains Strong, But Memory Shortages Are Delaying Product Shipments, Weighing On Revenue Growth In F2027; Order Backlog Growing; Maintain $111 Target

McBride Plc

McBride has announced a transformational business win, with a strategic contract manufacturing partnership for laundry liquids with Vestacy, the global home care company behind brands including Calgon, Woolite, Air Wick, Cillit Bang and Mortein.

Two long-term (5-8 years) contracts have been signed that are anticipated to generate for McBride £170m revenues at maturity, driving a c.16% increase in our FY29E revenues, Adj. PBT and Adj. EPS.

It has agreed to acquire two dedicated manufacturing facilities in Spain and Portugal for a nominal consideration and will also manufacture a variety of household products for Vestacy from its existing sites across Belgium, Italy, Poland, the UK and France.

This partnership is highly earnings accretive and, along with the recent strategic acquisition of Eurotab, highlight McBride’s multiple levers for profitable growth. We raise our Fair Value / share from 245p to 265p, the latter equivalent to c.10x cal 2027 PER.

Equity Development - McBride plc: strategic partnership drives c.16% FY29E PBT uplift

Watkin Jones

Watkin Jones highlights its continued diversification strategy in the face of rental sector challenges in today’s update for the year to 30 September 2026. As stated in its Q3 update, a small number of transactions had the potential to complete in Q4, but the Board now concludes it is unlikely that all of them will be finalised by the year-end, with the FY26E adjusted operating profit likely to match the first half. However, net cash should exceed the £61m at the half year and the group remains ‘well positioned to capitalise on the attractive long-term fundamentals’ of private rental.

PROGRESSIVE: Watkin Jones- FY outlook dependent on transaction timing

Hardide Plc

Edison - Heidelberger Druckmaschinen:Backlog supports recovery after a soft Q1

Genedrive

Edison - Genedrive:Point-of-care diagnostics driving rapid care decisions

Alkane’s FY26 financial results showed both pro forma and statutory revenue exactly in line with our prior expectations and a record net profit within A$1.2m of our forecasts, representing a variance of just 1.7% for the quarter and 0.5% for the full year. This followed Alkane’s Q426 quarterly acti

Edison - Alkane Resources:Results in line; forecast upgrade

S&U Plc

S&U has issued a Q227 trading update confirming the long-term growth trajectory of the business and providing support for H2 profit growth. Group capital receivables increased 20% to £616m, which is a record for the company. The motor finance business, Advantage, continues to prudently increase

Edison - S&U:Strong Q227 reinforces long-term view

Trinity Delta view: Oxford BioDynamic’s £9m raise alleviates the overhang caused by the known funding constraints and provides breathing space to allow management to pursue key strategic goals. The priorities are: commercial execution, converting the strong science into revenue-generating operations; disciplined resource allocation, capital is directed to programmes with the highest near-term value; greater customer adoption, as real-world utility demonstrates worth; and strategic partnerships, as deals are the only way to achieve a global reach. The EpiSwitch Orion cloud-based 3D genomics platform remains a primary focus and, together with growing EpiSwitch test volumes, should create shareholder value. Longer-term, in our view, sustainable volume growth will require substantial ongoing commercial investment. Hence, the importance of striking attractive deals with third-party partners should not be underestimated.

Trinity Delta Lighthouse: Oxford BioDynamics

Vertu Motors

The trading update released today provides encouraging news. Both new and used vehicles are performing well and ‘Value Cars by Vertu’ has been launched successfully. The portfolio exposure to leading Chinese brands is building; the focus on costs is a constant. Management welcomes the government consultation on the ZEV mandate, albeit with a note of caution. Orders for the July-September quarter ahead of the September plate change give management the confidence to anticipate FY27 results ahead of market expectations, and we raise our FY27 adjusted PBT estimate accordingly.

PROGRESSIVE: Vertu Motors- Strong trading drives forecast upgrade

RocketDNA Limited (ASX:RKT) is an autonomous drone-based data-infrastructure platform focused on enterprise customers, particularly tier-1 mining operations. Its permanently installed xBot systems combine autonomous hardware, remote operations and the SkyLink/SiteTube software stack to convert episodic drone work into an on-demand site utility. RKT is now at a commercial inflection point: rising utilisation of the installed fleet is translating into recurring revenue and positive operating cash flow, while the same infrastructure can support additional users, missions and higher-margin software/data services.

RaaS Research Group - Taking flight with autonomous data capture

Allied Minds Plc

Alma Metals Limited (ASX:ALM) is a junior resource company that is progressing its flagship Briggs Copper Project (Briggs). Briggs is a copper porphyry deposit located in Queensland that hosts 2.0mt of contained copper alongside molybdenum and silver credits. ALM is the majority owner (51% earning to 70%) and operator of the project which is managed under a joint venture. Following a positive Scoping Study, ALM is currently progressing the project through a Pre-Feasibility Study (PFS), which is expected to specifically detail the economics of the project. Post a capital raising of $4.0m in May 2026, ALM has $3.6m in cash in addition to liquid investments of $3.2m as of 30 June 2026, thus we think ALM has sufficient funding to continue to progress Briggs.

RaaS Research Group - Advancing Queensland’s largest undeveloped porphyry

Trinity Capital Plc

TRC also benefited from the Dedeaux land sale, which also launches a new JV & TRC recently began construction on Building 1B through the JV. TRC also believes opening of Hard Rock Casino Tejon contributes to elevated leasing at Terra Vista & other benefits & has had a positive impact in terms of boosting traffic past the Tejon Ranch Commerce Center (TRCC) and contributing to fuel and food revenue increases at the TRCC TA Petro Travel Center and retail sales at the Outlets at Tejon. As Tejon Ranch moves ahead with its industrial and residential development plans, we believe, California's acute housing shortage is arguably a positive tailwind.

Zacks Small Cap Research - TRC: 2Q26 Arguably Reflects Benefits of Cost Containments, Growth & Optimization Measures

MNTN

Edison - The Schiehallion Fund – equity proposition

INPP

International Public Partnerships (INPP) has announced the agreed sale of its stakes in nine UK private-public partnership (PPP) projects for £58m, implying a premium to the last published valuation. The transaction provides a further example of the company’s disciplined capital recycling programme

Edison - International Public Partnerships:Disciplined capital allocation

Canadian General Investments Ltd.

Edison - Canadian General Investments – equity proposition

Aberforth Smaller Companies Trust

Ashoka India Equity Investment Trust plc

FEML

Fidelity China Special Situations

Fidelity Special Values

JPMorgan American Investment Trust Plc

JPMorgan European Grw & Inc

NAIT

Schroder Japan Growth Fund Plc

Fund flows can tell us quite a lot about what’s going on.

Kepler | Trust Intelligence - Follow the money

Murray Income Trust Plc

MUT enters its next chapter with a heavy weight management trio that have delivered exceptional total returns for investors.

Kepler | Trust Intelligence - Murray Income

JPMorgan Claverhouse Investment Trust Plc

JCH has outperformed its benchmark since the new manager trio took the reins.

Kepler | Trust Intelligence - JPMorgan Claverhouse

Gelion PLC

Gelion has hit a key milestone with the successful completion of realistic drone mission testing using cells containing its NESTM cathode material. The results provide independent validation of high power and high cycling performance needed in a demanding defence and aerospace use case potentially putting Gelion’s solution ahead of other solutions in the market today.

Longspur Clean Energy - Gelion - Key Drone Milestone Passed

Datatec Ltd. (DI)

As part of the refinancing of the Westcon division announced in June, the company had committed to paying out the proceeds of the transaction as a special dividend. It has now confirmed that it will pay out ZAR7.053bn/$435m, which is equivalent to 2900 ZAR cents/181 US cents per share. In addition

Edison - Datatec:Special dividend details announced

Helios Underwriting Plc

Edison - Helios Underwriting:Surfing the wave

Pathos Communications PLC

Edison - Pathos Communications – executive interview

VinaCapital Vietnam Opportunity Fund Ltd.

Edison - Uncovering Trusts – VinaCapital Vietnam Opportunity Fund (VOF): A year of transformation

0QE1

MedPal AI plc

MedPal AI CEO Jason Drummond discusses the Group’s rapid rise to an £8.6 million annualised revenue run rate, record NHS prescription volumes and the strong launch of New Health. He also explains how cross-selling across the Group’s three recurring revenue streams could support its next phase of growth.

MedPal AI Hits £8.6m Revenue Run Rate…. It’s Just Getting Started

Meggitt Plc

Tekmar Group

Award of c.€1m Concrete Protection Contract in Offshore Wind — Vox coverage

Keeping you informed with the latest company updates and investment insights from renowned stock market professionals.

Vox Markets Weekly Wrap

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

2 P's on a Pod: Small Cap Investing with Paul Hill & Paul

In this week’s live smallcap show, UK equity analyst &amp; markets commentator Paul Scott &amp; I discussed our latest thoughts on 22 stock ideas.

00:00 Bodycote
09:00 Easyjet
11:50 Harworth
13:25 Genel energy &amp; Pharos Energy
18:30 DFS Furniture
21:35 Craneware
25:50 Whitbread and Kingfisher
26:30 NIOX &amp; AB Dynamics
28:30 CT Automotive
34:15 Cerillion
41:15 Goodwin
45:15 Accsys Technologi

2 P's on a Pod: Small Cap Investing with Paul Hill &amp; Paul

Keeping you informed with the latest company updates and investment insights from renowned stock market professionals:

Prospex Energy CEO Tom Reynolds discusses growing cash generation at Selva Malvezzi, the sharp improvement at El Romeral and the potential of the company’s newly awarded Polish licences. He also outlines the key permitting, development and partnership milestones investors should watch over the next 12 months.

#PXEN #Oil #Gas 

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Prospex Energy: Rising Cash Flow and a New 3.7m-Barrel Oil Opportunity

Georgina Energy

Georgina Energy (GEX) said pre-drill site works are nearing completion at its Hussar prospect in Western Australia, keeping the company on track for a September spud as part of its Q3 2026 drilling programme.

Georgina Energy advances Hussar pre-drill works ahead of September spud

Cavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.

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Cavendish on Vietnam Holding: 12% discount attractive ahead of Vietnam’s FTSE upgrade

It may seem like a quiet start to the day, but in reality, there is a huge amount going on underneath the surface. The oil price is hovering just below $80 per barrel, after Iran said that it had reached an agreement with Oman about the route for shipping lanes in the Strait of Hormuz, this is a prerequisite to opening the Strait freely to commercial traffic. 

UK indices scale new heights, as tech rally takes a pause as we wait for confirmation of Iran deal

Shearwater Group (SWG) has strengthened its position in the UK public sector cybersecurity market after subsidiaries Brookcourt Solutions and Pentest secured places on the UK Government's G-Cloud 15 procurement framework. 

Shearwater expands public sector reach with G-Cloud 15 approvals

Winshear Metals

NIckel, copper and cobalt grades were strong in the latest results from both the North Zone and the South Zone of the Rodburn target at Portsoy

Winshear Metals delivers more high grade mineralisation in latest drill results from Portsoy

Great Southern Copper

Great Southern Copper released financial results recently, in which it outlined the significant progress made on its projects in Chile during the year. Post period end the work has continued, and the company is now gearing up for a fourth phase of drilling that will move it closer to establishing a maiden resource. The targets are big, the grades so far are good, and Great Southern's ground is hig

Big drill campaigns ahead for Great Southern Copper

Pinnacle Silver & Gold

Pinnacle Silver & Gold has been delineating new zones of mineralisation at the El Potrero project in Mexico, after preparations for an ongoing underground drilling campaign uncovered new areas of the old mine that were previously unknown. Systematic sampling of these areas has shown continuity of mineralisation and added considerably to Pinnacle's confidence in the prospectivity and potential viability of the whole system. Drilling is ongoing, with the potential for a product

Pinnacle Silver & Gold: More mineralisation at El Potrero

Pinnacle Silver &amp; Gold has been delineating new zones of mineralisation at the El Potrero project in Mexico, after preparations for an ongoing underground drilling campaign uncovered new areas of the old mine that were previously unknown. Systematic sampling of these areas has shown continuity of mineralisation and added considerably to Pinnacle's confidence in the prospectivity and potential 

Pinnacle Silver &amp; Gold: More mineralisation at El Potrero

ECR continues to develop underground at Maddens, while preparations for alluvial mining at surface are also well in hand

ECR’s Maddens and Brothers gold projects moving ever closer to production

Quantum Data Energy (QDE) has reported record annual revenue for the year ended 31 December 2025, driven by strong demand for flexible power generation and the improved performance of its wholly owned Pyebridge asset following a major refurbishment programme.

Quantum Data Energy reports record annual revenue as flexible generation expands

Quantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres.

#datacenter #Power #AI #QDE

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QDE Revenue Jumps 121%—Are AI Datacentres the Next Big Growth Driver?

Quantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres.

Pinnacle has been drilling underground at El Potrero, and the prospectivity and potential for additional mineralisation continues to entice

Pinnacle opens up previously inaccessible mineralised zones at the El Potrero gold project

The plan is to have a maiden JORC resource in place by the end of the year

Great Western gears up for drilling at Defender tungsten project

KEFI's resettlement programme is well underway, procurement is ongoing and exploration is ramping up once more

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