{"id":800025,"date":"2026-10-12T09:32:16","date_gmt":"2026-10-12T09:32:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/800025\/"},"modified":"2026-10-12T09:32:16","modified_gmt":"2026-10-12T09:32:16","slug":"daily-stock-market-report-mon-12th-oct-2026-agenda","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/800025\/","title":{"rendered":"Daily Stock Market Report (Mon 12th Oct 2026) – Agenda"},"content":{"rendered":"

Metlen Energy & Metals (LON:MTLN)<\/a> (\u00a35.87bn | SR65)<\/p>\n

Thales Alenia Space-Thales Hellas Agreement<\/a><\/p>\n

Collaboration agreement to jointly prepare for potential opportunities in the frame of the future Greek defence telecommunications space program. The agreement envisages the potential use of METLEN’s gallium production capabilities for future Thales Alenia Space-built satellites delivered globally (among other elements that METLEN will bring to the consortium). <\/p>\n

Ithaca Energy (LON:ITH)<\/a> (\u00a34.72bn | SR93)<\/p>\n

Dlekg: Amendment and Restatement of RBL Facility<\/a><\/p>\n

Amendment and restatement of its US$1.8bn senior reserve based lending facility. Provides for an extension of the final maturity date to 31 December 2032, improved pricing terms and updates to permit an increase of up to US $1bn. <\/p>\n

Atalaya Mining Copper SA (LON:ATYM)<\/a> (\u00a31.65bn | SR88)<\/p>\n

Touro Declared Strategic Project<\/a><\/p>\n

Proyecto Touro, through its local entity Cobre San Rafael, has been designated as a Strategic Project by the European Commission. This \u201crecognises the strategic importance of Proyecto Touro in contributing to a secure and sustainable European supply of copper\u201d. <\/p>\n

Hays (LON:HAS)<\/a> (\u00a31.01bn | SR57)<\/p>\n

First Quarter Trading Statement<\/a><\/p>\n

Net fees down 3% like-for-like, down 5% total. Consultant net fee productivity up 8%. \u00a345m net debt (June 2026: \u00a320m net cash) is in line with expectations. \u201cOur medium term targets can be achieved through our own actions.\u201d <\/p>\n

Polar Capital Holdings (LON:POLR)<\/a> (\u00a3801m | SR86)<\/p>\n

AuM Update<\/a><\/p>\n

Net inflows of \u00a31.2bn in the quarter. Net inflows of \u00a33.6bn over six months. Over the quarter, AUM fell from \u00a345 billion to \u00a343.7 billion, due to negative market movement\/performance. <\/p>\n

AEP Plantations (LON:AEP)<\/a> (\u00a3747m | SR67)<\/p>\n

Trading Statement<\/a><\/p>\n

9 months to September: own FFB (fresh fruit bunches) production up 13.3%. Mill FFB processed up 15.9%. Average crude palm oil ex-mill price flat year-on-year. The prevailing El Ni\u00f1o conditions and prolonged dry weather may affect FFB yields in 2027. Should yields be impacted, supply and demand dynamics would likely see some support for CPO pricing. Remains confident in delivering results in line with market expectations for the full year, 2026. <\/p>\n

ITM Power (LON:ITM)<\/a> (\u00a3649m | SR19)<\/p>\n

Hydropulse signs Heads of Terms for 150 MW project<\/a><\/p>\n

ITM\u2019s subsidiary, Hydropulse, has signed Heads of Terms with a European oil refinery for a large-scale green hydrogen project. Targeting Final Investment Decision in 2027, with hydrogen production expected to commence in 2029. <\/p>\n

IP (LON:IPO)<\/a> (\u00a3627m | SR83)<\/p>\n

IP Group leads round in Matter Machine<\/a><\/p>\n

IPO has led an oversubscribed \u00a34m pre-series A funding round into Matter Machine, an AI-driven materials discovery company spun out of the University of Liverpool. <\/p>\n

Big Technologies (LON:BIG)<\/a> (\u00a3276m | SR67)<\/p>\n

Litigation Update<\/a><\/p>\n

BIG has been served with a Claim Form against the Company by former Chief Executive Officer, Sara Murray in respect of the Litigation Update announcement that was released on 12 September 2025. The Claim Form asserts that Sara Murray is entitled to damages for libel (as well as other relief). <\/p>\n

AdvancedAdvT (LON:ADVT)<\/a> (\u00a3245m | SR47)<\/p>\n

Half Year Trading Update<\/a><\/p>\n

Revenue is expected to be not less than \u00a328.5m. Adjusted EBITDA\u00b9 is expected to be not less than \u00a38m. Net cash and investments of \u00a3113.2m. <\/p>\n

Ramsdens Holdings (LON:RFX)<\/a> (\u00a3206m | SR81)<\/p>\n

Pre Close Trading Update<\/a><\/p>\n

Profit before tax for FY26 will be between \u00a332m and \u00a335m. Gross profit in the precious metals segment in FY26 has doubled to c\u00a336m (FY25: \u00a318m). \u00a0FY26 Gross profit in jewellery retail was approximately 20% ahead of FY25. Currency exchanged has remained broadly in line with FY25.
CMA approval for takeover ongoing. <\/p>\n

TAKEOVER<\/p>\n

VP (LON:VP.)<\/a>. (\u00a3206m | SR49)<\/p>\n

Trading Update<\/a><\/p>\n

Remains on course to perform in line with market expectations for FY27 (Revenue \u00a3351.3m, Adj PBT \u00a332.5m and pre-IFRS 16 net debt \u00a3154.4m) with H2 FY27 expected to outperform H2 FY26. <\/p>\n

Afentra (LON:AET)<\/a> (\u00a3200m | SR44)<\/p>\n

Operational Update<\/a><\/p>\n

Impala-2: Immediate rig move to drill and complete Impala-2; first oil expected in January 2027
Impala-2 Funding: Joint venture partners have agreed to fund the well directly up to a reduced cost cap of $60m gross
Pacassa SW: Sidetrack will follow Impala-2 completion; first oil expected in Q1 2027 <\/p>\n

Activeops (LON:AOM)<\/a> (\u00a3161m | SR37)<\/p>\n

H1 FY27 Trading Update and Notice of Results<\/a><\/p>\n

H1 Revenue +21% to \u00a325.3m, including one-off \u00a31.5m termination receipt; without it, growth was 14%. Organic SaaS revenue grew 19%.
FY27 expectations remain unchanged. However, expects FY28 revenue and adjusted EBITDA to be significantly below market expectations reflecting both the potential customer loss and lower new business activity in H1 FY27.
Net cash \u00a319.6m. <\/p>\n

PROFIT WARNING (FY28 significantly below) <\/p>\n

KEFI Gold and Copper (LON:KEFI)<\/a> (\u00a382.9m | SR15)<\/p>\n

Recommencement of Development at Tulu Kapi Project<\/a><\/p>\n

Re-commencing development at the Company\u2019s Tulu Kapi Gold Project in Ethiopia after 7 Sep suspension following what has come to be known as \u201cthe Genji Incident\u201d. <\/p>\n

Intercede (LON:IGP)<\/a> (\u00a380.2m | SR43)<\/p>\n

Launch of MyID\u00ae Authenticate<\/a><\/p>\n

RNS Reach: launch of MyID Authenticate, a FIDO passkey authentication solution that gives governments and enterprises phishing-resistant sign-in to Windows desktops, cloud services and on-premise applications from a single platform. <\/p>\n

Borders & Southern Petroleum (LON:BOR)<\/a> (\u00a372.6m | SR43)<\/p>\n

\u00a32 million Fundraising<\/a><\/p>\n

\u00a32m before expenses raised by a direct placing of shares to a single investor at 11.5p, a 42% premium to the Company’s closing price of 8.1p on 9 October 2026, but also includes 1 for 2 warrants at 20p. <\/p>\n

Vast Resources (LON:VAST)<\/a> (\u00a368.2m | SR8)<\/p>\n

Q3 2026 Aprelevka Production Report<\/a><\/p>\n

Kansai Tailings mined increased +44% QoQ to 137,964 tonnes. Ore mined +14% to 65,796 tonnes. Gold production increased 5% to 2,701 oz due to lower grade tailings. <\/p>\n

Zephyr Energy (LON:ZPHR)<\/a> (\u00a358.8m | SR31)<\/p>\n

Directorate change<\/a><\/p>\n

Chris Eadie has stepped down as Group Finance Director and Company Secretary from Oct 9. <\/p>\n

Sanderson Design (LON:SDG)<\/a> (\u00a355.6m | SR97)<\/p>\n

Half Year Report<\/a><\/p>\n

Revenue +6% to \u00a351.4m. Brand +2% (NA +16%), 3rd party manufacturing +19%, Licensing +13%. Adj. PBT+47% to \u00a33.3m. Net cash \u00a310.4m (31 Jan: \u00a39.8m). The Board expects full-year trading to be in line with market expectations (adjusted underlying PBT \u00a36.5m, and revenues of \u00a3102.0m).<\/p>\n

(Mark to do)<\/p>\n

Water Intelligence (LON:WATR)<\/a> (\u00a345.8m | SR98)<\/p>\n

Strategic Reacquisition of Alabama Franchise<\/a><\/p>\n

Reacquisition of its fast growing franchise in southern Alabama within the Group\u2019s core American Leak Detection subsidiary for $4.7 million in cash with $2.5 million at completion and the remaining payments spread through 2029. Franchise owner joins as Vice President for the Southeast U.S. and issued options. <\/p>\n

(Mark to do)<\/p>\n

hVIVO (LON:HVO)<\/a> (\u00a341.3m | SR27)<\/p>\n

Appointment of Chief Financial Officer<\/a><\/p>\n

Angela Hildreth appointed Chief Financial Officer and Board Director, with effect from 18 November 2026. <\/p>\n

Enwell Energy (LON:ENW)<\/a> (\u00a336.9m | SR24)<\/p>\n

Q3 2026 Operations Update<\/a><\/p>\n

The MEX-GOL, SV and VAS production licences have remained suspended and, accordingly, there was no production from those licences.
At 30 Sep Cash $86.9m, of which $73.9m is in Ukrainian Hryvnia. <\/p>\n

Blencowe Resources (LON:BRES)<\/a> (\u00a331.1m | SR13)<\/p>\n

Board Changes<\/a><\/p>\n

Cameron Pearce has resigned as Executive Chairman and as a director of the Company with immediate effect. Sam Quinn, currently a Non-Executive Director, has been appointed Non-Executive Chairman. CEO appointed to the board. <\/p>\n

Harena Rare Earths (LON:HREE)<\/a> (\u00a319.8m | SR13)<\/p>\n

Ampasindava Exploitation Permit Formalised<\/a><\/p>\n

Formal exploitation permit is a major milestone towards development of the local processing of the Ampasindava Project. <\/p>\n

Tialis Essential IT (LON:TIA)<\/a> (\u00a314.4m | SR38)<\/p>\n

\u00a37.6m Contract Win and \u00a31.2m Contract Extension<\/a><\/p>\n

New contract valued at c.\u00a37.6 million over a five-year term, together with the extension of an existing customer agreement worth c.\u00a31.2 million per annum.
In addition to the new contract win, the Group has secured an extension to an existing high-profile Public-Sector customer contract that generates c.\u00a31.2 million of annual recurring revenue. The extension has a term of 12 months from 1 October 2026 with the option for further extensions of up to 6 months. <\/p>\n

RC365 Holding (LON:RCGH)<\/a> (\u00a314.2m | SR20)<\/p>\n

Virtual Card Soft Launch<\/a><\/p>\n

As electronic payment usage continues to develop, the virtual card is being introduced as an additional option alongside the Group’s existing physical card offering. The current soft launch is limited to several users and does not represent a full commercial rollout or general availability to customers.<\/p>\n

Arkle Resources (LON:ARK)<\/a> (\u00a313.9m | SR21)<\/p>\n

Uranium Intersected Along 2.9 km Of Paleochannel<\/a><\/p>\n

Uranium mineralisation has been intersected on six of the ten drill fences across the Paleo East channel and in four step-out holes between them, over 2.9 km of the channel. All of the mineralised intervals begin within five metres of surface, and the best interval is 6 m at 102 ppm.<\/p>\n

Mila Resources (LON:MILA)<\/a> (\u00a311.2m | SR20)<\/p>\n

Further High-Grade Gold Intercepts at Yarrol<\/a><\/p>\n

Assay results have now been received for four holes of the nine-hole Q3 RC programme including 43m at 1.06g\/t from 45m.<\/p>\n

Thruvision (LON:THRU)<\/a> (\u00a310.1m | SR37)<\/p>\n

FY27 H1 Trading Update<\/a><\/p>\n

H1 Revenue flat at \u00a32.6m in line with Board expectations. Backlog +100 to \u00a32.6m. Cash \u00a31.6m (31 Mar: \u00a32.0m).\u00a0 \u201cFY27 full year revenue expectations remain unchanged at \u00a38.0 million.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Metlen Energy & Metals (LON:MTLN) (\u00a35.87bn | SR65) Thales Alenia Space-Thales Hellas Agreement Collaboration agreement to jointly prepare…\n","protected":false},"author":2,"featured_media":800026,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[84,59,56,54,55],"class_list":["post-800025","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-gb","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/800025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=800025"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/800025\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/800026"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=800025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=800025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=800025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}