UK small-cap RNS · 3 Nov 2025

Key = all announcements except routine filings (voting rights, buybacks, holdings, director forms), plus the ones that are part of a situation. Not investment advice.

1. 15:00
   Brooks Macdonald Group BRK £234m

   Holding(s) in Company Holding
   Follow
2. 14:00
   PureTech Health PRTC £268m

   New LYT-200 AML Data + Update at ASH

   PureTech's Founded Entity Gallop Oncology to Present New Data from Ongoing Phase 1b Trial of LYT-200 in Relapsed/Refractory Acute Myeloid Leukemia (AML) at the American Society of Hematology (ASH) Annual Meeting

   Project milestones ahead of expectationsoutlook positive −1.7% on the day

   Moved: Report LYT-200 AML/MDS Phase 1b topline results by Q3 2025: pending → delayed – Topline efficacy readout is now expected in Q4 2025, after the Q3 2025 deadline for the LYT-200 Phase 1b results; ASH data only partly cover this. · Final LYT-200 overall survival data in H1 2026: pending → on_track – Final overall survival data are still anticipated in the first half of 2026, unchanged from the earlier promise. · new: LYT-200 AML development – Phase 1b data maturing; Phase 2 planning
   Follow
3. 07:00
   Shuka Minerals SKA £6.2m

   Update of financing for Kabwe transaction

   GMI's promised funding has slipped again and the company has limited cash until GMI funds or fines sales arrive, so it depends on creditor support and a lender that keeps missing dates.

   Balance-sheet stress / refinancing outlook mixed5 acquisitions in 3 months – usually about 1 −10.0% on the day

   Moved: Kabwe/LEM acquisition completion: Awaiting GMI funds for $1.35m balance → GMI funding delayed again, still unpaid · new: Limited cash and GMI funding reliance – Limited cash; creditors supporting near term
   Follow
4. 07:00
   80 Mile 80M £49m

   Binding Heads of Term With US Group to JV Disko

   Binding Heads of Term Reached With US Group to Joint Venture Disko-Nuussuaq Project, Greenland

   Project milestones outlook positive −1.3% on the day

   Moved: new: Disko-Nuussuaq US joint venture – Binding heads of terms signed; conditional
   Follow
5. 07:00
   EnSilica ENSI £101m

   Project Progress Update and New Contract Awards

   Adds more than £1.6m of confirmed feasibility and definition orders plus a tolling prototype contract and £1m of design services bookings, which could lead to larger ASIC development and supply revenue.

   Segment turn £1.6m · 2% of mcapoutlook positive +1.2% on the day

   Moved: Higher automotive ASIC volumes in 2025 from new car models: pending → on_track – Automotive ASIC shipments passed ten million units, more than doubling in a year, consistent with rising volumes. · Edge AI first silicon samples in 2026, volume production in 2027: pending → on_track – Customer-designed Edge AI chip is expected to tape out in the second half of the current financial year. · Develop satellite broadband chip family under £10.38m UK Space Agency award over: pending → on_track – Two new contracts with satellite operators add their constellation requirements to chips being developed under the C-LEO UK Space Agency programme.
   Follow
6. 07:00
   Optima Health OPT £265m

   Half Year Trading Update Trading update

   H1 revenue of about £59m is up c.17% and matches market expectations, with low net debt; new business wins were weaker, which tempers it, so expectations are met rather than raised.

   Transformational contract / build-out £210.0m · 79% of mcapin lineoutlook positive +2.5% on the day

   Moved: new: UK Armed Forces contract mobilisation – Mobilisation underway · new: Platform enhancement programme – Programme commenced · new: Acquisition integration – Both deals completed, integration under way
   Follow
7. 07:00
   Kosmos Energy KOS £1,224m

   3rd Quarter Results Results

   Q3 swung to a $124m net loss (adjusted loss $72m) from a $45m profit a year earlier, hit by a $51.1m Winterfell-4 write-off and higher financing costs, though production and costs improved.

   Project milestones outlook positivefirst since Oct 2023 −8.7% on the day

   Moved: new: 2026 and 2027 debt maturities – $150m of 2026 notes redeemed; $100m left · new: GTA Phase 1 ramp-up – Ramping up; nameplate targeted end Q4 2025 · new: Ghana licence extension to 2040 – Documents prepared for submission
   Follow
8. 07:00
   Angus Energy ANGS £15m

   Production, Operations, Corporate, Finance Update

   Saltfleetby gas output and sales rose on better well performance and compressor optimisation, but Brockham oil fell and Q3 revenue slipped 7% on lower gas prices.

   Balance-sheet stress / refinancing £3.2m · 22% of mcapoutlook mixedfirst in 6 months +0.0% on the day

   Moved: new: Debt restructuring and going concern – Positive creditor talks ongoing, no agreement · new: Gulf of America reverse takeover – Due diligence ongoing
   Follow