The nuclear renaissance is no longer simply about decarbonisation and base load capacity. AI and hyperscale data centres require vast quantities of reliable, round-the-clock power - while the Iran conflict and renewed energy instability has pushed domestic electricity generation back up government agendas. Indeed the International Atomic Energy Agency expects worldwide nuclear production to climb from 377GW to between 561GW-992GW by 2050.

Avingtrans Raises Capital for US Nuclear Expansion

One of the attractions of the FMCG industry is its predictability. Indeed even during the toughest of times, hard up consumers still buy affordable cleaning sprays, protein shakes, tea, soft drinks and reusable vapes. That consistent, non-perishable, value-led demand is exactly where Supreme PLC resides – and was on display again in today’s positive March FY26 results and in line outlook.

Supreme FY26 Results: Growth, Margins and Outlook

Consumer healthcare sits right in the sweet spot of several powerful secular trends: ageing populations, stretched public health budgets and consumers increasingly wanting to treat everyday conditions quickly, discreetly and affordably themselves. From menopause and intimate health to ear care, glucose management and wound treatment, self-care is becoming main stream - helped by better products, stronger brands, e-commerce and a desire for improved quality of life.

Venture Life Highlights Growth Across Its Core Brands

For investors wishing to benefit from the boom in AI power demand, data centres, nuclear security, defence, energy independence and critical infrastructure, then look no further than Avingtrans (Mrkcap £203m).

Avingtrans Reports FY26 Profit In Line with Expectations

One of the toughest challenges remaining in US healthcare is to improve the success rates of kidney transplants. Not only reducing the number of acute organ rejections (10% in year 1) and enhancing patient care, but also cutting hospital costs and eliminating expensive dialysis (Est $100k pa) and poorly targeted immunosuppression.

Verici Dx Secures New York State Clinical Lab Certification

In a short and sweet AGM trading update this morning - specialist BuildTech software developer Eleco said that "Apr'26 YTD trading has been positive, and in line with FY'26 market expectations". 

Eleco Maintains FY26 Expectations in AGM Trading Update

The world is getting older, wealthier and more health conscious. From menopause and diabetes to intimate health and everyday wound care, consumers are increasingly taking charge of their own wellbeing – helped by better science, improved distribution and a desire to treat common conditions earlier, faster and more conveniently.

Venture Life Expands US Presence

One of the best untapped opportunities in US healthcare is to improve outcomes for kidney transplant patients, whilst simultaneously reducing the enormous cost burden of organ rejection, repeat hospitalisations, dialysis and over/under immunosuppression.

Verici Dx Reports Progress Across Kidney Transplant Diagnostics Portfolio

Kidney transplants are one of medicine’s great success stories, but they still come with a frustratingly blunt follow-up toolkit. Too little immunosuppressant and the new kidney can be rejected. Too much and the patient faces higher risks of toxicity, infection and even malignancy.

Verici Dx Announces Publication of PTRA Clinical Validation Study

UK small/midcap investors like myself are loving today’s speculative bubble in AI, Space & semiconductor stocks. Since it has artificially pushed down the prices of many other quality GARP shares such as Water Intelligence. A ‘one stop shop’ for leak detection, repair and preventative maintenance solutions, operating across the US (American Leak Detection, ALD), UK, Ireland, Canada & Australia.

Water Intelligence Highlights Q1 Growth Momentum and Strategy Execution

Small, clever and close to the patient. That’s the future of medical imaging. Instead of sending people to large hospitals, next generation compact 3D X-ray machines can bring lower-dose, lower-cost, high-quality imaging directly into clinics, community care, urgent care centres and orthopaedic practices. 

Avingtrans’ Adaptix Receives CE Certification for 3D Imaging Technology

Competition across consumer markets is ferocious. Here the winners are those firms that can continually reinvent themselves through product innovation, in-licensing & brand diversification. 

Supreme & Tonino Lamborghini Partner on Global Premium Energy Drinks Launch

Global markets rarely move in straight lines. The backdrop of war in the Middle East, US tariffs and patchy industrial confidence has temporarily dented capital spending. But step back and the bigger picture is far more compelling. The rise of smart manufacturing augmented by US on-shoring (re Trump’s Big Beautiful Tax Bill) is not going away.

Mpac Group: FY25 in line with market expectations

In a crisis riddled world marked by wars from Ukraine to the Middle East – one would expect consumer demand to wobble. Yet across the UK’s FMCG, drinks, wellness and vaping markets, consumption remains remarkably resilient. Why? Because these are everyday, affordable products -small-ticket essentials and “feel-good” purchases that people continue to enjoy.

Supreme: FY26 revenue and adjusted EBITDA expected to be significantly ahead of expectations

After >5 years of hard graft and substantial progress since its Dec’20 IPO, the stars are aligning for AI-powered kidney transplant diagnostics firm Verici Dx.

Verici Dx Reports Positive Q1 Trading Update

The world has entered a new super-cycle: nuclear power. Surging AI adoption, electricity hungry data centres, geopolitical instability (Ukraine/Iran wars), energy security and the global push for decarbonisation are all converging to create a structural step-change in demand.

Strong Nuclear Orders Announced by Avingtrans

Britain still produces some of the world’s best engineering firms, such Avingtrans - which sells & services (ie 36% aftermarket) mission-critical components to the rapidly expanding new nuclear (eg Terrapower), existing nuclear (life extension & decommissioning), defence, energy, datacentre/AI and healthcare sectors.

Avingtrans Subsidiary Scientific Magnetics Ships 20th Quantum Magnet

Global warming, ageing infrastructure and rising insurance claims are accelerating the need for smarter water management. For property owners, insurers and municipalities alike, this means moving from reactive repairs toward preventative monitoring and rapid response – a structural shift that is creating an abundance of opportunities for technology-enabled service providers like Water Intelligence

Water Intelligence Reports Positive 2025 Trading Update, Outlook & Momentum.

Global warming, ageing infrastructure and rising insurance claims are accelerating the shift from reactive plumbing to proactive, tech-enabled water management. As regulators, insurers and property owners look to prevent damage, the winners will be those who can combine smart monitoring with rapid, minimally invasive repair.

Water Intelligence: Preferred Partnership Agreement with BlueBot

It’s rare for companies to benefit from more than one secular tailwind. So to have 6 is pretty unique. Nonetheless that this the fortunate position that specialist engineer Avingtrans finds itself. 

Avingtrans Updates on Trading, Orderbook and Market Exposure

Alongside double digit LFL growth, synergistic tuck in acquisitions are a perfect way to further accelerate the top line for high margin Saas businesses. Particularly where 'bolt-ons' add system capability and offer new clients for cross/upsell opportunities

Eleco Acquires Kivue for £2.3m

After a challenging 3-4 years, prospects across the medical diagnostics industry appear to be improving as evidenced by increased M&A activity and rising valuations. Indeed only in Nov’25, Abbott Laboratories snapped up Exact Sciences, the maker of colon cancer test Cologuard for $23bn, or 6.2x EV/sales.

Verici Dx: A Year of Strong Growth and Commercial Progress

and energy sectors at an attractive price. Then look no further than specialist engineer Avingtrans - a niche picks & shovels play that sells & services (33% aftermarket) mission critical components into these areas.

Avingtrans Reports H1 Trading In Line with Expectations

The best way of judging the quality of a business and management team is when the going gets tough.

On this score, 

Mpac Group - a ‘One Stop Shop’ for all things high-speed packaging and factory automation – is definitely one of the winners.

Mpac Group: FY25 Trading in Line with Expectations; Margins Improving, Order Book Stabilised

Investing is all about the future and whether a company will deliver against its strategic objectives even during difficult times.

Finseta: Full Year Trading Update and Strategic Developments

I have interviewed many accomplished UK fund managers over the years, and they all say the same about specialist engineer Avingtrans. The management is top class.

Avingtrans Appoints Stuart Gall as CEO of Medical and Industrial Imaging Division

Leading AI powered medical imaging analytics firm IXICO certainly doesn’t do anything in half measures. Indeed today it released a ‘clean sweep’ across its FY25 results. Exceeding consensus forecasts on all major KPIs with turnover, EBITDA and net cash all coming in slightly better than expected at £6.5m (+13% YoY), -£1.3m and £3.5m respectively.

IXICO Announces Audited Results for FY25

The best things in life are worth waiting for. Indeed after a couple of years largely ignored by the market, shares in consumer healthcare products firm Venture Life Group plc have almost tripled from their Oct’23 lows of 23p.

Venture Life Announces Sale of Non-Core Products for Up to £4.5m

Great companies attract great talent. None more so than IXICO, a £10m marketcap, AI powered medical imaging analytics firm, which is materially outperforming the broader CRO sector.

IXICO adds two prominent Alzheimer’s and vascular experts to its Scientific Advisory Board

Economic downturns are all different, but one common theme is that the best run companies tend to punch above their weight and outperform rivals.

Supreme Reports 17% Revenue Increase Driven by Acquisitions & Organic Growth

At the heart of all outstanding healthcare firms is the quality of their science. However technology alone doesn’t always guarantee success. Instead it needs to be combined with commercial acumen in order to convert the cutting edge IPR into paying clients and contract wins. 

IXICO Signs a New Global Phase 3 Imaging Contract With a Leading Pharmaceutical Company

Sometimes UK smallcap stocks can become absurdly mis-priced. A position that international payments platform Finseta (£8.3m marketcap) currently finds itself.

Finseta Announces Amendments to Loan Note and Incentivisation Arrangements

The importance of obtaining FDA approval should not be under-estimated. It is a significant accomplishment and a legal requirement for any firm to sell medical devices or drugs in the US, the world’s biggest healthcare market.

Avingtrans subsidiary Adaptix Limited has received 510(k) clearance from the FDA

It wouldn’t be an overstatement to say that since Donald Trump has become President, the US healthcare system has been in an acute state of flux. Experiencing intense pressure from not only lower drug prices, reshoring threats & import tariffs, but also disruption across the whole insurance system (re ending of Obamacare enhanced subsidies in Dec’25) as this issue is being hotly debated in Congress and led to the current 37 day government shutdown (ie longest in history).

Verici Dx Announces Provider Participation Agreement with Prime Health Services

Due to global warming and crumbling infrastructure, water is becoming an increasingly scarce and valuable resource. However what’s even rarer for investors is finding a materially undervalued platform stock that is expanding rapidly and trades on attractive EV/EBITDA, PE and PEG ratios of only 5.4x 9.7x and 0.9x. In contrast, these type of high quality businesses typically go for much higher multiples.

Water Intelligence: Nine-Month Trading Update Shows Strong Profit Acceleration

The most successful long term investors tend to be contrarian in nature. That is being prepared to go against the ‘herd’ and invest in businesses where the fundamentals are improving but this has not yet been reflected in the stockprice. Take AI powered neuro degenerative imaging firm IXICO.

IXICO Reports Double Digit Revenue Growth Following Increased Strategic Focus

I powered neuro degenerative imaging firm IXICO is on a roll. Indeed so far this year, its best-in-class technology has not only helped discover the world's first FDA approved treatment for Huntington’s disease (re uniQure), but also provided the gold standard comparator imaging data to develop the 1st clinically validated blood based test to diagnose Alzheimer’s (Fujirebio).

IXICO Announces New Blood Based Biomarker Contract Win and Contract Extension

Verici Dx’s name (probably) derives from combining the words “verity” (truth) and “diagnostics” – together meaning the “truth in medical testing.”

Verici Dx: 9 new transplant centres on-boarded & 19% increase in ordering clinicians in Q3

According to the late, great Charlie Munger: “Investing is simple, but not easy”. The difficult part is not the number crunching, but instead the ability to identify hidden value which is not yet reflected in the accounts such as patents, regulatory approvals, customer feedback and importantly future profitable growth.

Verici Dx: Significant commercial progress with first revenues from Tutivia™ test sales

What should investors do after a stock has more than doubled over the past 3 years? This is a tricky question with no one answer. However for me, I try hard to hold on to high quality ‘compounders’ through thick & thin. Not getting either shaken out of a winning positions or tempted to bank a quick profit.

Venture Life Group: H1’25 results and in line guidance

Business momentum begets share price momentum. The trick for smart investors is to spot those companies, who possess the former but haven’t yet benefitted from the latter.

To me Water Intelligence falls squarely into this camp – being a ‘one stop shop’ for all things leak detection, repair & preventative maintenance, operating in the US (2/3rds franchised), UK, Ireland, Canada and Australia.

Water Intelligence Interim Results: Stronger Growth; Competitive Differentiation

‘A bird in the hand is worth two in the bush’. It’s the same when investing. Why chase ‘wild gooses’ when instead you can make potentially double digit, multi-decade returns sticking with dependable industry champions. Take ‘eagle-esque’ engineer #Avingtrans that sells and services (33% aftermarket) mission critical niche components to the energy, data centre, medical and nuclear power sectors.

Avingtrans reports strong FY’25 results and in line guidance

Storms ebb and flow, but you can’t keep powerful economic forces like ‘automation’ down for long. Take President Trump’s Liberation Day tariffs, which were introduced on 2nd April and have seriously rattled global supply chains.

However following the initial seismic shock, corporate capex budgets appear now to have stabilised, especially after Congress passed the ‘Big Beautiful Tax Bill’ in July - offering lucrative tax benefits for building new manufacturing plants and resh

Mpac Group reports H1’25 results and in-line FY’25 guidance

One of the benefits of investing in FMCG stocks is the repeat revenues and predictability, especially when combined with an equally fast moving and entrepreneurial management team. Take Supreme PLC, a leading vertically integrated UK brand owner, licenser and distributor of FMCG products across Electricals (22% revenues), Vaping (55%) and Drinks & Wellness (22%).

Supreme Reaffirms FY’26 Guidance and Highlights Ongoing M&A as Growth Driver

The trick in finding long term compounders is to focus on ‘competitive moats’, as evidenced by high  barriers to entry, pricing power, customer retention, cash generation and organic growth. Take Elecosoft – a specialist software developer for all things project management, visualisation and the maintenance of property assets – who this morning released strong H1’25 figures that were in line with consensus expectations.

Eleco reports continued growth, enhanced profitability and record recurring revenues

Ask any great investor and they’ll almost certainly say their best returns have been generated from being patient. Holding on to winners that benefit from secular trends, especially if they're unfortunately caught up in short term macro noise.
Here, the two key questions to ask are: 1) Is the market opportunity still substantial? And 2) Is the company well placed to take advantage?

Finseta posts strong revenue growth of 16% to £5.9m in H1'25

South Korea has big ambitions for nuclear power, which already accounts for over 30% of the nation’s electricity. Here Korea Hydro & Nuclear Power (KHNP) dominates the sector with substantial operations spanning 24 sites, advanced SMRs and overseas fuel partnerships.

Avingtrans US subsidiary Hayward Tyler has secured two new nuclear contracts

When you have a winning strategy, then it's important to ‘rinse and repeat’ the business model in order to maximise performance. Take Supreme.

Supreme cleans up with £1.65m bolt on acquisition of 1001

Not all boats necessarily rise or fall with the tide. Indeed the sturdiest ships seemed to be able to sail calmly through even the choppiest of waters.

Take the UK rail sector, which is presently being buffeted by headwinds due to constrained CP7 funding, the renationalisation of Train Operating Companies and the creation of Great British Railways - which together are causing order delays for suppliers.

However one company bucking the trend is blast/explosion proof door mak

Avingtrans secures new HS2 & TfL contracts worth £8.5m

IXICO has secured two new contracts worth c. £1.3 million to provide advanced neuroimaging services for clinical trials in Alzheimer's Disease and Friedreich's Ataxia.

PMH Capital