Interesting now

Companies whose story just changed: new, sizeable and unusual signals of the last 30 days – read from every announcement and weighed against each company's own history.

7 days 14 days 30 days Turning up Turning down

Sanderson Design Group PLC SDG · £56m +1% in 30 days
1. Oct 2025 guidance raised · 1 director bought £20k
2. Sep 2026 LBV Asset Management LLP to 14.1% · activist campaign by LBV Asset Management LLP (14.1%) – board opposes
3. Oct 2026 buyback programme £1.3m · guidance raised · activist campaign by LBV Asset Management LLP (14.1%) – board opposes · 2 directors bought £40k
What moved in the last 30 days
- 28 Sep Activist Activist campaign – board opposes first since Oct 2023
  The Board firmly believes that the Resolutions to be proposed at the Requisitioned GM are not in the best interests of shareholders as a whole and, as such, the Board wil…
- 12 Oct Activist Activist campaign – board opposes
  Unanimous Board Recommendation to VOTE AGAINST BOTH Requisitioned Resolutions
- 12 Oct Financial Guidance raised first in 12 months
  In line with market expectations for the full year1
- 12 Oct Capital Buyback programme £1.3m first since Oct 2023
  These results demonstrate the excellent progress we are making in evolving Sanderson Design Group into an internationally recognised design house with global distribution…
- 13 Oct Ownership Lisa Montague (CEO) bought £30k 5 director buys in 3 months – usually less than 1
Ninety One PLC N91 · £1,937m −5% in 30 days
1. Mar 2026 buyback programme £30.0m
2. Jun 2026 acquisition agreed · 1 director bought £156k · directors sold £335k
3. Jul 2026 legal / regulatory · 1 director bought £4.8m
4. Aug 2026 1 director bought £852k · directors sold £15.0m
5. Sep 2026 1 director bought £1.4m
6. Oct 2026 1 director bought £338k
What moved in the last 30 days
- 2 Oct Ownership Executive bought £127k 32 director buys in 3 months – usually about 2
- 28 Sep Ownership Executive bought £138k 29 director buys in 3 months – usually about 2
- 21 Sep Ownership Executive bought £522k 29 director buys in 3 months – usually about 2
- 2 Oct Ownership Executive bought £70k 33 director buys in 3 months – usually about 2
- 2 Oct Ownership Executive bought £90k 31 director buys in 3 months – usually about 2
- 13 Oct but Net flows / assets under management down
Cmc Markets PLC CMCX · £1,931m +4% in 30 days
1. Nov 2025 results – ahead of expectations
2. Jun 2026 guidance raised
3. Jul 2026 guidance raised
4. Aug 2026 directors sold £1.1m
5. Sep 2026 directors sold £1.5m
6. Oct 2026 1 director bought £4.7m
What moved in the last 30 days
- 6 Oct Ownership CEO bought £3.4m 6 director buys in 3 months – usually about 1
- 5 Oct Ownership CEO bought £1.0m 5 director buys in 3 months – usually about 1
- 2 Oct Ownership CEO bought £100k 4 director buys in 3 months – usually about 1
- 2 Oct Ownership Executive bought £139k 3 director buys in 3 months – usually about 1
Everyman Media Group PLC EMAN · £45m −9% in 30 days
1. May 2026 1 director bought £114k
2. Jun 2026 delisting · 1 director bought £332k
3. Jul 2026 1 director bought £50k
4. Aug 2026 IG Markets Limited down to 0.01% · Pageant Investments Ltd to 7.2%
5. Sep 2026 1 director bought £68k
6. Oct 2026 4 directors bought £463k
What moved in the last 30 days
- 16 Oct Ownership Charles Dorfman (Executive) bought £373k
- 16 Oct Ownership Zachary Kaye (close associate of Adam Kaye) bought £30k
- 16 Oct Ownership Evie Kaye (close associate of Adam Kaye) bought £30k
- 16 Oct Ownership Rosie Kaye (close associate of Adam Kaye) bought £30k
- 21 Sep Ownership Charles Dorfman (Executive) bought £68k
Midwich Group PLC MIDW · £172m +17% in 30 days
1. Feb 2026 CFO appointed: Adam Councell
2. Mar 2026 profit warning · Gumshoe Capital Management LLC to 5.1%
3. Apr 2026 Morgan Stanley to 5.0%
4. May 2026 Morgan Stanley down to 0.00% · Rorema Beheer B.V. to 7.2% · Morgan Stanley to 5.0%
5. Jul 2026 Rational Investment Group, LLC to 5.5%
6. Sep 2026 guidance raised · Morgan Stanley to 9.1% · 1 director bought £124k
What moved in the last 30 days
- 29 Sep Ownership Adam Councell (CFO) bought £124k first in 2 year
- 22 Sep Financial Guidance raised first since Oct 2023
  Adjusted net debt of £138.1m (H1 2025: £148.2m) at the period end in line with Board and management expectations with an adjusted net debt to adjusted EBITDA ratio of 2.4…
Krm22 PLC KRM · £20m +4% in 30 days
1. Oct 2025 placing £9.2m
2. Nov 2025 Canaccord Genuity Group INC to 12.1%
3. May 2026 Canaccord Genuity Group INC down to 8.7%
4. Aug 2026 new order £220k · 1 director bought £25k
5. Sep 2026 new order £900k · guidance raised
What moved in the last 30 days
- 30 Sep Financial Guidance raised first since Oct 2023
  Whilst delays in new contracts in the year to date has been frustrating, the sales pipeline remains strong, as demonstrated by recent contract wins.
- 23 Sep Operational New order £900k
  New contract with major software vendor worth £0.9m over three years; group ARR increases to £8.4m.
- 30 Sep Operational ARR / recurring revenue up
  Interim Results. H1 2026 ARR grew 10% to £7.9m but new contract wins slowed; ARR subsequently increased to £8.4m post-period.
Trufin PLC TRU · £54m +7% in 30 days
1. Feb 2026 Watrium AS to 25.0%
2. Mar 2026 results – ahead of expectations
3. May 2026 disposal – announced
4. Jun 2026 special dividend £23.2m · tender offer £56.8m
5. Aug 2026 Lombard Odier Asset Management (Europe) Limited down to 3.2% · Watrium AS to 44.8% · Jeremy Attard-Manche to 5.6%
6. Sep 2026 1 director bought £387k
What moved in the last 30 days
- 21 Sep Ownership James van den Bergh (CEO) bought £140k first in 2 year
- 23 Sep Ownership James van den Bergh (CEO) bought £173k
- 29 Sep Ownership James van den Bergh (CEO) bought £49k
- 25 Sep Ownership James van den Bergh (CEO) bought £24k
Central Asia Metals PLC CAML · £252m −11% in 30 days
1. May 2026 Morgan Stanley down to 0.00% · Morgan Stanley to 6.8% · return of capital
2. Jun 2026 acquisition agreed · trading update – ahead of expectations
3. Jul 2026 Morgan Stanley down to 0.00%
4. Aug 2026 acquisition agreed · Morgan Stanley to 5.0% · Morgan Stanley down to 0.00%
5. Sep 2026 acquisition agreed · Morgan Stanley to 5.0% · takeover – approved
6. Oct 2026 acquisition agreed · JPMorgan Chase & Co. to 5.0%
What moved in the last 30 days
- 18 Sep Corporate Takeover – approved first in 1 year
  Today's positive vote by shareholders in Cygnus represents another important step towards completion of the Cygnus Transaction, and we look forward to adding Cygnus' high…
- 7 Oct Operational Production up
  Meanwhile, Sasa achieved an 18% improvement in the production of contained zinc compared with Q3 2025, and a 21% increase in contained lead, driven by a significant impro…
Pollen Street Group Limited POLN · £539m +12% in 30 days
1. Nov 2025 buyback programme £30.0m
2. Mar 2026 results – ahead of expectations · 1 director bought £63k
3. Sep 2026 results – below expectations · takeover – review · strategic review
What moved in the last 30 days
- 23 Sep Corporate Takeover – review first since Oct 2023
  The Board confirms it has commenced an assessment of the strategic options available to the Company with a view to delivering greater value for shareholders.
- 23 Sep Operational Net flows / assets under management up
  As announced in its results for the six months ended 30 June 2026, the Company continues to deliver against its strategy, as evidenced by sustained fundraising momentum a…
Tullow Oil PLC TLW · £179m −46% in 30 days
1. Feb 2026 acquisition completed · legal / regulatory
2. May 2026 1 director bought £20k
3. Jun 2026 trading update – ahead of expectations · 2 directors bought £195k
4. Aug 2026 guidance raised
5. Sep 2026 results – ahead of expectations · legal / regulatory
What moved in the last 30 days
- 28 Sep Financial Results – ahead of expectations
  With realised oil prices before hedging of $95/bbl, we have significantly upgraded free cash flow expectations.
- 28 Sep Financial Results – ahead of expectations
  With realised oil prices before hedging of $95/bbl, we have significantly upgraded free cash flow expectations.
- 28 Sep Operational Production up
  As previously reported in August 2026, full year free cash flow guidance has been upgraded to $170-250 million at $70-100/bbl, reflecting positive production performance,…
Power Probe PLC PWR · £48m +28% in 30 days
1. Dec 2025 placing £11.2m
2. Mar 2026 1 director bought £37k
3. Oct 2026 buyback programme £757k · 1 director bought £160k
What moved in the last 30 days
- 15 Oct Ownership Chema Garcia (CEO) bought £145k 4 director buys in 3 months – usually about 1
- 8 Oct Capital Buyback programme £757k first since Oct 2023
  The Buyback Programme will have a budget of up to $1.0 million (the “Maximum Amount”) to be used to buy back Power Probe’s ordinary shares of 0.1 pence each in the capita…
- 12 Oct Ownership Chema Garcia (CEO) bought £15k
Diaceutics PLC DXRX · £173m +23% in 30 days
1. Jan 2026 guidance raised
2. May 2026 guidance raised
3. Jul 2026 guidance raised
4. Sep 2026 guidance raised
What moved in the last 30 days
- 22 Sep Financial Guidance raised
  We ended the period with no debt, cash of £8.1 million, and are targeting cash of at least £8.0 million at the 2026 year end, in line with analyst consensus estimates of …
- 22 Sep Operational Pipeline up 7 business updates in 3 months – usually about 1
  By the end of August pipeline coverage had increased to 107% of the FY 2026 median consensus revenue estimates (91% at end of June).
- 22 Sep Operational ARR / recurring revenue up 6 business updates in 3 months – usually about 1
  Interim Results - six months ended 30 June 2026. H1 2026 revenue grew 22% constant currency to £17.5m; ARR up 79% to £29.4m; order book increased 38% to £43.7m.
- 22 Sep Operational Churn lower 5 business updates in 3 months – usually about 1
  The first-half results provide growing evidence that customers are adopting this model, with ARR increasing 79%, NRR reaching 149%, gross churn reducing to 6% and our ord…
- 22 Sep Operational Order book up 4 business updates in 3 months – usually about 1
  Interim Results - six months ended 30 June 2026. H1 2026 revenue grew 22% constant currency to £17.5m; ARR up 79% to £29.4m; order book increased 38% to £43.7m.
Kenmare Resources PLC KMR · £210m +30% in 30 days
1. Jan 2026 profit warning
2. Mar 2026 profit warning
3. Apr 2026 refinancing stress · profit warning
4. Jul 2026 trading update – below expectations
5. Aug 2026 profit warning
6. Oct 2026 takeover – approach · profit warning
What moved in the last 30 days
- 6 Oct Corporate Takeover – approach first in 1 year
  The Board of Kenmare Resources plc notes recent press speculation and confirms that it has received a non-binding proposal from International Resources Holdings RSC Ltd r…
- 15 Oct Operational Production up
  Q3 2026 Production Report. Q3 ilmenite production up 59% quarter-on-quarter but full-year guidance cut due to WCP A commissioning delays.
- 15 Oct but Profit warning
4basebio PLC 4BB · £81m +9% in 30 days
1. Feb 2026 CFO leaving: David Roth · CEO left: Dr Heikki Lanckriet · CEO appointed: Dr Amy Walker · 2 directors bought £33k
2. May 2026 CFO appointed: Richard Bungay · new order
3. Aug 2026 new order – advance genezen synthetic
4. Sep 2026 new strategy / restructuring · new order · guidance raised
5. Oct 2026 open offer £500k · retail offer £500k · placing £15.0m
What moved in the last 30 days
- 28 Sep Financial Guidance raised first since Oct 2023
  The Board believes these are cyclical, sector-wide pressures that are starting to lessen and that the Group’s outlook continues to be supported by rising awareness of syn…
- 28 Sep Operational New order
  4basebio to supply opDNA starting material for Tier 1 pharma's Phase I cell therapy program via TriLink.
- 28 Sep Operational Pipeline up first since Oct 2023
  Qualified new business pipeline of £63 million, up six-fold since Q3 2025, reflecting strong momentum in the business and the impact of new commercial team; pipeline demo…
- 15 Oct Operational Pipeline up
  Qualified pipeline growth six-fold
- 15 Oct but Open offer £500k
- 15 Oct but Retail offer £500k
Pathos Communications PLC NEWS · £17m −7% in 30 days
1. Mar 2026 1 director bought £74k · directors sold £17k
2. May 2026 guidance raised · new order £519k
3. Jul 2026 guidance raised
4. Aug 2026 guidance raised
5. Sep 2026 guidance raised
6. Oct 2026 guidance raised · 1 director bought £36k
What moved in the last 30 days
- 2 Oct Financial Guidance raised 4 guidance upgrades in 3 months – usually less than 1
  This growth has continued in 2026, and the Pathos board remains confident in the Company meeting the upgraded full year market expectations* and is very optimistic about …
- 14 Oct Ownership Omar Hamdi (CEO) bought £36k first in 7 months
Netcall PLC NET · £220m +5% in 30 days
1. Dec 2025 acquisition agreed
2. Jan 2026 new order £3.0m – s&p
3. Mar 2026 2 directors bought £73k
4. May 2026 Liontrust Investment Partners LLP down to 4.8% · directors sold £188k
5. Jul 2026 guidance raised
6. Oct 2026 guidance raised
What moved in the last 30 days
- 7 Oct Financial Guidance raised
  Netcall has started FY27 well, with trading since the financial year end in line with management expectations.
- 7 Oct Operational Pipeline up 5 business updates in 3 months – usually about 1
  Good momentum continued into FY27, with a record sales pipeline and contracted revenue order book (5) of £98.6m of which £51.0m is expected to be recognised within the ne…
- 7 Oct Operational ARR / recurring revenue up 4 business updates in 3 months – usually about 1
  Revenue grew 20% to £57.7m, including 12% organic growth (FY25: 10%), while recurring revenue increased to 83% of Group revenue (FY25: 80%).
- 7 Oct Operational Order book up 3 business updates in 3 months – usually about 1
  The contracted revenue order book reached a record £98.6m at year end (FY25: £78.9m), with £51.0m expected to be recognised within the next 12 months (FY25: £41.7m), prov…
Time Finance PLC TIME · £54m +2% in 30 days
1. Aug 2026 takeover – offer – board recommends
2. Oct 2026 takeover – approved
What moved in the last 30 days
- 1 Oct Corporate Takeover – approved next step
  The outcome of today's Court Meeting and General Meeting means Conditions 2(a) and 2(b) have been satisfied.
Pharos Energy PLC PHAR · £122m −2% in 30 days
1. Jun 2026 takeover – offer – board opposes
2. Aug 2026 special dividend
3. Sep 2026 Aberforth Partners LLP down to 9.5% · takeover – approved – board recommends
What moved in the last 30 days
- 23 Sep Corporate Takeover – approved – board recommends next step
  On 24 June 2026, the board of directors of each of Ratio Petroleum Energy LP ("Ratio") and Pharos announced that they had reached agreement on the terms of a recommended …
Acceler8 Ventures PLC AC8 · £493m −10% in 30 days
1. Apr 2026 going-concern doubt · takeover – approach – board opposes
2. Aug 2026 placing · delisting · acquisition agreed · 1 director bought £102k
3. Sep 2026 acquisition completed
4. Oct 2026 1 director bought £162k
What moved in the last 30 days
- 15 Oct Ownership CFO bought £47k
- 15 Oct Ownership CEO bought £53k
- 15 Oct Ownership CEO bought £46k
- 16 Oct Ownership Chair bought £15k
Checkit PLC CKT · £16m −35% in 30 days
1. Feb 2026 guidance raised
2. Mar 2026 takeover – sale process – board opposes
3. Apr 2026 results – ahead of expectations
4. Sep 2026 Chelverton Asset Management Limited down to 2.6% · strategic review
5. Oct 2026 1 director bought £100k
What moved in the last 30 days
- 1 Oct Ownership Kit Kyte (CEO) bought £100k first in 9 months
- 28 Sep Operational ARR / recurring revenue up 3 business updates in 3 months – usually about 1
  Interim Results. H1 FY27: adjusted EBITDA turned profitable at £0.3m, recurring revenue grew 4% to £6.1m, formal sale process terminated.
- 28 Sep Operational Churn lower
  New bookings increased to £0.7m (H1 FY26: £0.6m) and churn reduced to £0.5m (H1 FY26: £0.8m).
- 28 Sep Operational Order book up
  New bookings increased to £0.7m (H1 FY26: £0.6m) and churn reduced to £0.5m (H1 FY26: £0.8m).
Vesuvius PLC VSVS · £1,145m +26% in 30 days
1. Nov 2025 acquisition agreed
2. Mar 2026 profit warning
3. May 2026 trading update – ahead of expectations · chair appointed: Eva Lindqvist
4. Jul 2026 profit warning
5. Sep 2026 takeover – approach – board opposes
6. Oct 2026 Aberforth Partners LLP to 6.9% · Dimensional Fund Advisors LP to 5.1%
What moved in the last 30 days
- 29 Sep Corporate Takeover – approach – board opposes first since Oct 2023
  On 29 September 2025, RHIM approached Vesuvius with its first non-binding Proposal (the “Initial Proposal”) regarding an offer of 448 pence per share, which was rejected …
First Tin PLC 1SN · £73m +12% in 30 days
1. Oct 2025 placing £10.1m
2. Nov 2025 trading update – ahead of expectations · legal / regulatory
3. Jun 2026 legal / regulatory
4. Jul 2026 Arlington Group Asset Management Ltd. down to 0.00%
5. Oct 2026 takeover – offer
What moved in the last 30 days
- 9 Oct Corporate Takeover – offer first since Oct 2023
  Metals X submitted a preliminary, non-binding indicative cash offer to acquire the entire issued and to be issued share capital of First Tin not already owned by Metals X…
Gran Tierra Energy Inc. GTE · £283m +2% in 30 days
1. Nov 2025 buyback programme
2. Dec 2025 guidance raised
3. Sep 2026 takeover – offer
4. Oct 2026 disposal – approved
What moved in the last 30 days
- 23 Sep Corporate Takeover – offer first since Oct 2023
  With noteholder approval now in hand, stockholder approval at the Special Meeting is among the final steps remaining, alongside the regulatory approvals in Colombia and E…
Logistics Development Group PLC LDG · £87m +14% in 30 days
1. Mar 2026 acquisition agreed
2. May 2026 disposal – announced · acquisition completed
3. Oct 2026 takeover – approach – board opposes
What moved in the last 30 days
- 8 Oct Corporate Takeover – approach – board opposes first since Oct 2023
  Accordingly, the Independent Directors have unanimously rejected DBAY’s possible offer.
Ashtead Technology Holdings PLC AT. · £417m +54% in 30 days
1. Jan 2026 trading update – ahead of expectations
2. Apr 2026 Artoney Equity Trading Unlimited to 3.9%
3. Aug 2026 profit warning
4. Sep 2026 profit warning · takeover – approach – board opposes
5. Oct 2026 FMR LLC down to 5.4%
What moved in the last 30 days
- 23 Sep Corporate Takeover – approach – board opposes first since Oct 2023
  The Proposal follows three previous unsolicited and non-binding indicative proposals from Ember, the first two of which were unequivocally rejected by the Board of Ashtea…
Anemoi International Ltd AMOI · £2.0m −13% in 30 days
1. Dec 2025 acquisition agreed · new order – swiss
2. Jan 2026 Lombard Odier Asset Management (Europe) Limited down to 0.00%
3. Mar 2026 acquisition agreed
4. Apr 2026 placing £0k · acquisition agreed
5. Aug 2026 CFO appointed: David Blake
6. Sep 2026 new order – swiss · takeover – approach
What moved in the last 30 days
- 28 Sep Corporate Takeover – approach first since Oct 2023
  book value per share decreased from 1.89p as at 31 December 2025 to 1.65p per share at 30 June 2026
Dianomi PLC DNM · £19m +70% in 30 days
1. Mar 2026 guidance raised · Scobie Dickinson Ward to 25.3% · Scobie Dickinson Ward to 28.6% · Canaccord Genuity Group INC down to 5.0%
2. Apr 2026 Stonehage Fleming Investment Management Limited to 6.1%
3. Sep 2026 takeover – offer
What moved in the last 30 days
- 18 Sep Corporate Takeover – offer first since Oct 2023
  combining Dianomi with Taboola's global business will accelerate the realisation of Dianomi's strategic objectives and provide opportunities for revenue synergies and cos…
Roadside Real Estate PLC ROAD · £95m −3% in 30 days
1. Apr 2026 acquisition agreed · 1 director bought £324k
2. May 2026 acquisition completed
3. Jun 2026 disposal – agreed · acquisition agreed · acquisition completed
4. Jul 2026 acquisition completed · directors sold £663k
5. Aug 2026 1 director bought £11.4m
6. Oct 2026 activist campaign by Dowgate Group Limited (5.6%)
What moved in the last 30 days
- 16 Oct Activist Activist campaign first since Oct 2023
  The Concert Party would therefore continue to hold shares carrying more than 50 per cent. of the voting rights of the Company.
Dunelm Group PLC DNLM · £1,790m +16% in 30 days
1. Nov 2025 1 director bought £34k
2. Dec 2025 1 director bought £119k
3. Jan 2026 profit warning
4. Feb 2026 return of capital · special dividend · JPMorgan Asset Management Holdings Inc. to 5.1% · 1 director bought £24k
5. May 2026 1 director bought £125k
6. Sep 2026 guidance raised · 1 director bought £198k
What moved in the last 30 days
- 23 Sep Ownership Director bought £62k 4 director buys in 3 months – usually about 1
- 25 Sep Ownership Director bought £20k 5 director buys in 3 months – usually about 2
- 15 Oct Operational Like-for-like sales up 3 business updates in 3 months – usually less than 1
  Store-enabled LFL sales growth; (0.8%)
Capital Limited CAPD · £275m +5% in 30 days
1. Oct 2025 guidance raised
2. Nov 2025 placing £31.0m · Aegis Financial Corporation to 10.3%
3. Feb 2026 new order
4. Jun 2026 1 director bought £59k
5. Aug 2026 guidance raised
6. Oct 2026 acquisition agreed · guidance raised · acquisition completed
What moved in the last 30 days
- 15 Oct Financial Guidance raised 3 guidance upgrades in 3 months – usually less than 1
  Group Revenue Guidance Raised
- 6 Oct Financial Guidance raised
  Capital Enters Australian Drilling Market and Raises Revenue Guidance
Pennant International Group PLC PEN · £16m +8% in 30 days
1. Nov 2025 new order £5.8m – defence ministry
2. Feb 2026 new order £600k
3. May 2026 new order £1.0m · new order – american north · 1 director bought £10k
4. Jun 2026 new order
5. Aug 2026 new order £200k · new order
6. Sep 2026 Premier Miton Group plc down to 4.9% · new order · guidance raised
What moved in the last 30 days
- 29 Sep Financial Guidance raised first since Oct 2023
  These awards further validate both the capability of our technology and the increasing demand for modern digital support solutions.
- 29 Sep Operational New order
  Pennant secures Auxilium contracts in US defence sector through Siemens partnership, ARR now £3.1m.
Northcoders Group PLC CODE · £1.7m +10% in 30 days
1. Oct 2025 new order £250k – authority greater london
2. Nov 2025 new order
3. Jan 2026 profit warning
4. Apr 2026 profit warning
5. Aug 2026 Panmure Liberum Limited to 10.1%
6. Sep 2026 guidance raised
What moved in the last 30 days
- 30 Sep Financial Guidance raised first since Oct 2023
   Revenue of £1.4 million (H1 FY25: £3.7 million), reflecting the anticipated reduction in government-funded training revenues as the Group continued its strategic transi…
- 30 Sep Operational Order book up first in 1 year
  Since then, contracted revenue has continued to grow.
Fevara PLC FVA · £82m +12% in 30 days
1. Dec 2025 acquisition agreed · 1 director bought £20k
2. Mar 2026 acquisition agreed
3. Apr 2026 new order – gb&i lithonutri minerals oceana · acquisition agreed
4. Jul 2026 1 director bought £124k
5. Aug 2026 disposal – completed
6. Sep 2026 trading update – ahead of expectations
What moved in the last 30 days
- 30 Sep Financial Trading update – ahead of expectations first in 1 year
  A year of significant milestones and strategic progress; FY26 profitability ahead of market expectations1, with Adjusted EBIT expected to be up c.60% year-on-year
- 30 Sep Operational Like-for-like sales up first since Oct 2023
  Like-for-like revenue growth 8%
Winvia Entertainment PLC WVIA · £284m +16% in 30 days
1. Nov 2025 placing £40.0m
2. Jan 2026 guidance raised
3. May 2026 acquisition agreed · results – ahead of expectations
4. Jul 2026 acquisition completed
5. Aug 2026 trading update – ahead of expectations
6. Sep 2026 acquisition agreed · guidance raised
What moved in the last 30 days
- 28 Sep Financial Guidance raised first in 8 months
  Full year Adjusted EBITDA is expected to be ahead of current market expectations
- 28 Sep Operational ARR / recurring revenue up
  “Prize Draw Competitions is expected to make a significant contribution in the second half, supported by its growing recurring revenue base, a focus on higher-value, long…
- 28 Sep Operational Customers / members / passengers up
  Active customers increased by 37%, while first-time depositors rose by 19%.
Smiths News PLC SNWS · £190m +12% in 30 days
1. Mar 2026 renewal – guardian
2. May 2026 guidance raised
3. Jun 2026 renewal – july · new order – associated daily january mail newspapers
4. Jul 2026 new order – april frontline seymour
5. Sep 2026 guidance raised
6. Oct 2026 new order – media september telegraph
What moved in the last 30 days
- 29 Sep Financial Guidance raised
  Trading across FY2026 now expected to be ahead of market expectations
- 15 Oct Operational New order – media september telegraph
  Smiths News secures long-term exclusive national distribution contract with Telegraph Media Group through September 2036.
Rentguarantor Holdings PLC RGG · £172m +8% in 30 days
1. May 2026 legal / regulatory
2. Jun 2026 guidance raised
3. Jul 2026 guidance raised
4. Aug 2026 guidance raised · Dowgate Group Limited to 13.1%
5. Sep 2026 guidance raised · new order – build-to-rent essential life living operators way
6. Oct 2026 guidance raised
What moved in the last 30 days
- 1 Oct Financial Guidance raised 4 guidance upgrades in 3 months – usually about 1
  RentGuarantor (AIM: RGG), a leading provider of rent guarantee services, which includes property protection, to tenants and landlords in the UK1 private rental sector, is…
- 24 Sep Operational New order – build-to-rent essential life living operators way first in 10 months
  RentGuarantor signs agreements with Way of Life and Essential Living as preferred guarantor provider.
Trustpilot Group PLC TRST · £1,040m +25% in 30 days
1. Feb 2026 1 director bought £149k
2. Mar 2026 guidance raised · placing · CFO leaving: Hanno Damm · CFO appointed: Marcus Roy · Advent Global Opportunities Master Limited Partnership down to 0.06% · directors sold £47.6m
3. Apr 2026 1 director bought £1.1m
4. May 2026 guidance raised
5. Jul 2026 guidance raised
6. Sep 2026 1 director bought £199k
What moved in the last 30 days
- 18 Sep Ownership CFO bought £99k
- 18 Sep Ownership Non-executive bought £40k
- 18 Sep Ownership Non-executive bought £60k
Anglo Asian Mining PLC AAZ · £475m +3% in 30 days
1. Nov 2025 new order – azerbaijan demirli trafigura · takeover – approach
2. Jan 2026 Anglo Asian Mining PLC announced a share transfer where Limelight Industrial Developments Limited transferred 1 to 100.0% · results – below expectations
3. Feb 2026 guidance raised
4. Sep 2026 guidance raised
What moved in the last 30 days
- 21 Sep Financial Guidance raised first in 7 months
  All-in-sustaining cost of Group production below guidance
- 15 Oct Operational Production up
  Copper production continues to grow quarter-on-quarter to 5,514 tonnes in Q3 2026 (Q2 2026: 5,129 tonnes), as Demirli ramps up to full production by the end of November.
- 21 Sep Operational Production up
  Interim Results. Record H1 copper production of 8,840 tonnes drove revenue to $141.2m and profit to $68.5m; interim dividend declared.
Ensilica PLC ENSI · £109m −4% in 30 days
1. Mar 2026 new order £4.3m · open offer £300k · placing £10.0m · retail offer £300k · EnSilica plc to 15.1% · Esterhuyzen Limited to 7.5%
2. Apr 2026 new order £37.0m – european
3. Jun 2026 new order £55.8m – german · new order £3.7m · trading update – ahead of expectations
4. Jul 2026 new order £937k · EnSilica plc to 16.4%
5. Aug 2026 new order £1.5m
6. Oct 2026 guidance raised
What moved in the last 30 days
- 5 Oct Financial Guidance raised first in 8 months
  * Improved from previous expectations as a result of increased tax credit included within Other income due to a higher than estimated level of qualifying R&D expenditure
- 5 Oct Operational Pipeline up
  In March, an over-subscribed equity fundraise raised gross proceeds of £10 million to accelerate the growing sales pipeline
- 5 Oct Operational ARR / recurring revenue up
  With a growing base of recurring revenue and a clear focus on the high-margin space and satellite communications market, we are confident that EnSilica is well positioned…
Young & Co's Brewery PLC YNGA · £660m +31% in 30 days
1. Jan 2026 Octopus Investments Limited down to 0.00% · FitzWalter Capital Limited to 12.5% · BlackRock, Inc. to 10.2% · 2 directors bought £63k
2. Mar 2026 1 director bought £92k
3. Apr 2026 acquisition agreed · acquisition completed
4. May 2026 1 director bought £20k
5. Jul 2026 buyback programme £10.0m
6. Sep 2026 guidance raised
What moved in the last 30 days
- 30 Sep Financial Guidance raised first since Oct 2023
  FULL YEAR PERFORMANCE TO BE AHEAD OF MARKET EXPECTATIONS
- 30 Sep Operational Like-for-like sales up
  Trading Statement. First half revenue up 10.4%, like-for-like sales up 6.4%; full year expected ahead of market expectations.
Close Brothers Group PLC CBG · £569m −5% in 30 days
1. Dec 2025 FIL Limited to 10.0% · directors sold £13k
2. Jan 2026 tender offer £200.0m
3. Mar 2026 profit warning · guidance raised
4. Apr 2026 4 directors bought £92k
5. Jul 2026 chair appointed: Mark Pain · chair leaving: Mike Biggs
6. Sep 2026 results – ahead of expectations
What moved in the last 30 days
- 29 Sep Financial Results – ahead of expectations first since Oct 2023
  | Adjusted operating income decreased 6% to £642.9 million (2025: £681.2 million), with a net interest margin of 6.9% (2025: 7.2%), in line with guidance, reflecting busi…
- 29 Sep Operational Loan book / new lending up
  Underlying loan book growth 2% year-on-year, 4% H2
Gunsynd PLC GUN · £1.7m +28% in 30 days
1. Nov 2025 acquisition agreed
2. Dec 2025 acquisition agreed
3. Oct 2026 placing · new strategy / restructuring · activist campaign
What moved in the last 30 days
- 16 Oct Activist Activist campaign first since Oct 2023
  The Board, together with the Company's legal advisers, is assessing the validity of the Notice.
- 12 Oct but Placing
Built Cybernetics PLC BUC · £6.5m −6% in 30 days
1. Nov 2025 acquisition agreed
2. Jan 2026 acquisition agreed
3. Apr 2026 placing £570k · retail offer £100k
4. Sep 2026 disposal – agreed · takeover – approach
5. Oct 2026 rights issue £600k · acquisition completed
What moved in the last 30 days
- 28 Sep Corporate Takeover – approach first since Oct 2023
  The combination of Ecolibrium's SmartSense platform, data capabilities and international customer relationships with Built Cybernetics' Smart Core building operating syst…
- 8 Oct but Rights issue £600k
Vertu Motors PLC VTU · £259m +2% in 30 days
1. Nov 2025 acquisition agreed
2. May 2026 results – ahead of expectations
3. Jun 2026 Constellation Retail Group Limited to 19.1% · guidance raised
4. Aug 2026 guidance raised
5. Oct 2026 guidance raised
What moved in the last 30 days
- 14 Oct Financial Guidance raised
  Full year results anticipated to be above current expectations
- 14 Oct Operational Like-for-like sales up first in 1 year
  Like-for-like revenue growth 4.3%
Quartix Technologies PLC QTX · £111m +3% in 30 days
1. Oct 2025 directors sold £38k
2. Dec 2025 directors sold £11k
3. Jan 2026 guidance raised
4. Jun 2026 directors sold £14k
5. Oct 2026 trading update – ahead of expectations
What moved in the last 30 days
- 5 Oct Financial Trading update – ahead of expectations
  Full-year revenue is expected to be in line with current market expectations.
- 5 Oct Operational ARR / recurring revenue up 5 business updates in 3 months – usually about 1
  Trading Statement. ARR grew 11% to £39.7m over twelve months; full-year revenue in line with expectations, adjusted profit ahead.
Petrotal Corporation PTAL · £295m +6% in 30 days
1. Apr 2026 trading update – ahead of expectations · Blue Harbour Capital Fund I Open-ended Fund Company, acting on behalf of Blue Harbour Capital Securities Fund I down to 2.6% · BH Holdings Limited to 19.9%
2. May 2026 guidance raised · 2 directors bought £101k
3. Jul 2026 BH Holdings Limited to 22.4% · trading update – ahead of expectations
4. Aug 2026 results – ahead of expectations · 1 director bought £160k
5. Sep 2026 trading update – ahead of expectations
6. Oct 2026 trading update – ahead of expectations
What moved in the last 30 days
- 14 Oct Financial Trading update – ahead of expectations 3 signals in 3 months – usually less than 1
  As of September 30, 2026, PetroTal’s year-to-date production has averaged 13,076 bopd, approximately 3% ahead of internal budget expectations.
- 23 Sep Operational Production up
  Bretana Development Drilling Resumes. Bretana development drilling resumes with well 25H spud ahead of schedule; production growing and water injection capacity increased…
Oxford Instruments PLC OXIG · £1,508m +0% in 30 days
1. Nov 2025 profit warning · Ameriprise Financial, Inc. down to 5.0%
2. Dec 2025 Aberdeen Group plc down to 0.00%
3. Mar 2026 buyback programme £50.0m
4. Jun 2026 guidance raised
5. Jul 2026 1 director bought £71k
6. Oct 2026 guidance raised
What moved in the last 30 days
- 13 Oct Financial Guidance raised
  The strength of order intake and resulting orderbook cover for H2 underpins the Group’s confidence in delivering full year results in line with market expectations[2].
- 13 Oct Operational Order book up
  Interim Trading Update. H1 order intake up 44% with revenue growth of 8% and margin expansion; confidence in full-year guidance
Avon Technologies PLC AVON · £730m +42% in 30 days
1. May 2026 guidance raised
2. Jun 2026 FIL Limited to 5.0% · Aberdeen Group plc down to 0.00% · new order £30.3m – army dla
3. Jul 2026 framework – european nato nspa · new order £15.1m – dla
4. Aug 2026 new order £8.9m – european nato
5. Sep 2026 new order £15.0m – agency defense logistics
6. Oct 2026 new strategy / restructuring · guidance raised
What moved in the last 30 days
- 7 Oct Financial Guidance raised
  As a result, the Board now expects FY26 results to be ahead of current market expectations:
- 7 Oct Operational Order book up
  Order book risen significantly
Hostelworld Group PLC HSW · £105m −20% in 30 days
1. Oct 2025 acquisition agreed
2. Jan 2026 placing £0k
3. Mar 2026 guidance raised · Huntington Management, LLC to 5.0%
4. Jul 2026 guidance raised
5. Aug 2026 Gresham House Asset Management Ltd to 10.5%
6. Oct 2026 guidance raised
What moved in the last 30 days
- 7 Oct Financial Guidance raised
  The Board now expects FY 2026 revenue growth of approximately 10%, with adjusted EBITDA margin guidance of c.
- 7 Oct Operational Customers / members / passengers up
  Q3 unique chat users grew 37% and messages sent grew 77% YoY (H1 2026: +26% and +65%).
Saga PLC SAGA · £1,141m +27% in 30 days
1. Jan 2026 trading update – ahead of expectations
2. Mar 2026 chair appointed: Gemma Godfrey
3. Apr 2026 results – ahead of expectations
4. Jun 2026 guidance raised
5. Aug 2026 JPMorgan Asset Management Holdings Inc. to 5.1%
6. Sep 2026 guidance raised
What moved in the last 30 days
- 30 Sep Financial Guidance raised
  Saga delivers strong first half performance, ahead of expectations
- 30 Sep Operational Customers / members / passengers up
  Revenue grew 9%, to £97.7m, with passenger numbers increasing 6%, from 27.8k to 29.4k.
Made Tech Group PLC MTEC · £72m −2% in 30 days
1. Dec 2025 guidance raised
2. Feb 2026 guidance raised · CFO appointed: Richard Swinyard
3. Apr 2026 new order £19.0m – digital gds government
4. Jun 2026 results – ahead of expectations
5. Aug 2026 new order £40.0m · guidance raised
6. Sep 2026 framework · guidance raised
What moved in the last 30 days
- 29 Sep Financial Guidance raised
  ● | FY27 is showing strong performance and growth to date - leading to management already upgrading FY27 expectations in August.
- 29 Sep Operational Order book up
  Following the largest contract award in Made Tech’s history, our Contracted Backlog has increased to approximately £115 million as at 31 July 2026, providing strong reven…
Mitchells & Butlers PLC MAB · £1,835m +13% in 30 days
1. Oct 2025 CFO appointed: Emma Harris · CFO leaving: Tim Jones
2. Nov 2025 guidance raised
3. Jan 2026 trading update – ahead of expectations
4. Feb 2026 directors sold £172k
5. May 2026 1 director bought £71k
6. Sep 2026 trading update – ahead of expectations
What moved in the last 30 days
- 24 Sep Financial Trading update – ahead of expectations
  We remain confident of a full year outturn in line with consensus expectations.
- 24 Sep Operational Like-for-like sales up
  Pre-Close Trading Update. Like-for-like sales grew 2.1% year to date with Q4 returning to growth at 1.4% despite weather headwinds.
Aeorema Communications PLC AEO · £7.9m +19% in 30 days
1. Nov 2025 guidance raised
2. Mar 2026 guidance raised
3. Apr 2026 1 director bought £20k
4. Jun 2026 new order
5. Aug 2026 guidance raised · buyback programme
6. Sep 2026 guidance raised
What moved in the last 30 days
- 22 Sep Financial Guidance raised 3 guidance upgrades in 3 months – usually less than 1
  | Further to the upgrade announced on 15 September 2026, positive developments across a number of projects, including increasing project scope, have resulted in a further…
- 22 Sep Operational Pipeline up
  Advanced planning and activation discussions for Cannes Lions 2027, together with a growing pipeline of opportunities across the wider global events calendar, are providi…
Tortilla Mexican Grill PLC MEX · £27m −4% in 30 days
1. Feb 2026 CEO left: Andy Naylor · CEO appointed: Mac Plumpton · CEO appointed: Brandon Stephens · Gesalcalá Sgiic to 11.3%
2. May 2026 refinancing stress · profit warning
3. Jun 2026 legal / regulatory
4. Jul 2026 profit warning · 1 director bought £12k
5. Sep 2026 guidance raised
6. Oct 2026 placing £2.5m
What moved in the last 30 days
- 29 Sep Financial Guidance raised first in 8 months
  The reported reduction principally reflects the reclassification of £0.3m of discounts into cost of sales, which were included in administrative expenses in H1 FY25 (£0.2…
- 29 Sep Operational Like-for-like sales up 3 business updates in 3 months – usually about 1
  Half-year Financial Report. H1 FY26 revenue up 5.9% to £38.5m with UK like-for-like sales growth of 13.9%, well ahead of sector benchmark.
- 29 Sep Operational Customers / members / passengers up
  Burrito Society membership has grown to over 385,000 by June, with revenue from members up roughly 50% in the Period.
- 16 Oct but Placing £2.5m
Ssp Group PLC SSPG · £1,366m −1% in 30 days
1. Dec 2025 profit warning · 3 directors bought £307k
2. Jan 2026 chair appointed: Judy Vezmar · chair left: Mike Clasper · chair appointed: Carolyn Bradley
3. Mar 2026 chair appointed: Andrew Martin
4. May 2026 guidance raised
5. Jul 2026 guidance raised
6. Oct 2026 buyback programme £50.0m
What moved in the last 30 days
- 9 Oct Capital Buyback programme £50.0m first in 1 year
  SSP Group plc (“SSP” or “the Group”), a leading global travel food and beverage operator, announces the commencement of a further share buyback programme (the “Programme”…
- 9 Oct Operational Like-for-like sales up 4 business updates in 3 months – usually about 2
  Q4 LFL sales growth +4%
- 9 Oct but Customers / members / passengers down
Tialis Essential It PLC TIA · £17m +1% in 30 days
1. Oct 2025 1 director bought £19k
2. Dec 2025 MXC JV Limited down to 0.00% · MXC Guernsey Limited to 76.2% · Guernsey Investment Fund PCC Limited - GIF Technology and Innovation Cell to 11.7%
3. Jan 2026 Jet Comms Intermediate Holdings Limited (previously called Daisy Intermediate Holdings Limited) down to 0.00% · Daisy Topco Limited to 11.6% · CEO appointed: David Niall O'Regan
4. Mar 2026 MXC Guernsey Limited down to 0.00% · MXC Capital Limited to 67.2% · Martin Bolland to 5.0% · Royal Bank OF Canada to 8.7% · Anthony Charles Weaver to 12.7% · Andrew Ian Smith to 13.0%
5. Oct 2026 renewal £7.6m
What moved in the last 30 days
- 12 Oct Operational Renewal £7.6m first in 1 year
  Secured £7.6m five-year Utilities contract and extended public sector agreement worth £1.2m annually.
Raspberry Pi Holdings PLC RPI · £1,135m +8% in 30 days
1. Mar 2026 guidance raised
2. Apr 2026 placing · Arm Technology Investments 2 Limited to 13.1% · Raspberry Pi Foundation down to 41.0% · directors sold £316k
3. May 2026 directors sold £1.1m
4. Jun 2026 guidance raised · directors sold £2.4m
5. Jul 2026 CFO leaving: Richard Boult · CFO appointed: Tim Powell
6. Sep 2026 guidance raised
What moved in the last 30 days
- 24 Sep Financial Guidance raised
  The exceptional unit economics achieved in the first half have moderated, with full-year EBITDA expected to be ahead of market consensus.
- 24 Sep Operational Order book up first in 1 year
  Customer order backlog doubled in the half, to 2.6 million units.
Sthree PLC STEM · £381m +7% in 30 days
1. Jan 2026 buyback programme £20.0m
2. Mar 2026 CFO appointed: Damian Fehrenberg · CFO leaving: Andrew Beach · FIL Limited to 10.0% · 1 director bought £95k
3. Apr 2026 FMR LLC to 7.5% · GLG Partners LP to 8.2%
4. Jun 2026 chair interim: James Bilefield
5. Aug 2026 JPMorgan Asset Management Holdings Inc. to 5.4%
6. Sep 2026 takeover – approach · guidance raised
What moved in the last 30 days
- 22 Sep Financial Guidance raised first in 9 months
  FY26 PBT is expected to be at least £12 million, ahead of previously announced c.£10 million PBT guidance(3).
- 22 Sep Operational Order book up
  Contractor order book grew 5% YoY to £148 million, reflecting improving new business activity and strengthening future net fee visibility equivalent to circa five months(…
- 22 Sep but Net fees down
Nationwide Building Society NBS · £1,140m −2% in 30 days
1. Jan 2026 chair leaving: Kevin Parry OBE · chair appointed: Mike Rogers
2. Apr 2026 disposal – announced · chair appointed: Guy Bainbridge · chair appointed: Phil Rivett
3. Jul 2026 legal / regulatory
4. Sep 2026 tender offer £750.0m
What moved in the last 30 days
- 21 Sep Capital Tender offer £750.0m first in 1 year
  The Issuer has today launched an invitation to holders of its outstanding £750,000,000 Reset Perpetual Contingent Convertible Additional Tier 1 Capital Securities (ISIN: …
Sirius Real Estate Ld SRE · £1,472m +0% in 30 days
1. Mar 2026 acquisition agreed
2. May 2026 Aberdeen Group plc down to 0.00% · chair appointed: Kelly Cleveland · chair leaving: Caroline Britton · acquisition agreed
3. Jun 2026 guidance raised
4. Jul 2026 acquisition agreed
5. Aug 2026 1 director bought £240k · directors sold £510k
6. Sep 2026 2 directors bought £120k
What moved in the last 30 days
- 28 Sep Ownership Andrew Coombs (CEO) bought £90k 5 director buys in 3 months – usually about 2
- 5 Oct Operational Occupancy / lettings up
  Trading Update. Rent roll grew 11.3% with 5.1% organic growth; €150m deployed into acquisitions at over 8% yields.

Signals from deals, strategy, leadership, business momentum, capital, ownership and risk. Ranked by size, novelty for the company and how many different kinds point the same way. Not investment advice.