Situations

JDWWetherspoon (J.D.) At this early stage, we continue to anticipate profit before tax and separately... Budget and cost pressures · FY26 profit fell 28%; FY27 guided in line next: Next trading update; FY27 profit versus £74m... · 4 Nov RSGResolute Mining Limited In order to address the ongoing supply disruptions of explosives, the Company is... Mali supply chain and operating risk · Guidance cut again; recovery still unproven next: Emulsion plant commissioning; Q4 Syama... · 30 Nov ENOGEnergean Production of the Energean Power FPSO was resumed and the FPSO became fully... Israel production disruptions · Recovered; H1 Israel accounts show resilience AT.Ashtead Technology Holdings As highlighted in our trading update on 20 August 2026, the continuation of the... Middle East conflict exposure · Guidance cut confirmed; H1 impact reported EVOKEvoke UK gambling duty increases · Mitigation delivering; over half of H1 hit offset next: Online betting duty rises to 25% from April 2027 KMRKenmare Resources (CDI) Value over volume, inventory drawdown · Shipments guidance cut to about 1.05m tonnes next: SMO 2 commissioning · 31 Dec SHISIG Vision 2030 and portfolio review · Succession set; CFO search under way next: CFO successor announcement; CEO handover on... · 1 May NEWSPathos Communications plc Post-IPO growth investment · Payback under way; FY26 revenue expectations raised next: Pressella and PathosMind generally available PZCPZ Cussons Africa growth plan and guardrails · FY27 Q1 LFL 4.5%; profit expectations unchanged next: H1 FY27 results · 10 Feb MTLMetals Exploration Runruno end of mine life · H1 output halved; mining to cease Q4 2026 next: Mining ceases at Runruno · 31 Dec ASCASOS Multi-year turnaround · GMV back in growth in Q4; guidance raised next: FY26 full-year results with detail on guidance · 5 Nov FINFinseta PLC Growth investment and return to cash generation · Growing, curtailed by Middle East conflict next: Alternative currency corridor provider... DIADialight Transformation Plan · Second profit upgrade; Q2 ahead of targets next: Interim results for the six months to 30... · 10 Nov RATRathbones Group Growth strategy and 30% margin target · Q4 margin target cut to 28.7% next: Deliver revised 28.7% Q4 2026 margin target PDLPetra Diamonds Ltd. Updated business plan execution · Section 189A ongoing; guidance suspended MYXMyCelx Technologies Corporation Middle East conflict exposure · Award missed FY2026 window; revenue moves to FY2027 DNLMDunelm Group Furniture availability recovery · FY27 guidance held; H1 PBT to be lower DSCVDiscoverie Group Organic growth recovery after destocking · H1 orders +22% organic; earnings running ahead RWARobert Walters Market recovery and 2026 NFI · Q3 net fees up 1%; result at least in line IGPIntercede Group FY26 revenue shortfall and FY27 target · H1 revenue +32%, FY27 guidance held SNXSynectics New business contract momentum · Energy deals slipping into FY27; FY26 EBITDA top end EAASeEnergy Group FY2025 revenue slippage into 2026 · Guidance held; FY27 targets first given WIZZWizz Air Holdings F26 guidance cut · Q2 RASK guided up to flat; no F27 guidance NAHNAHL Group Lower FY26 Consumer Legal Services outlook · FY26 profit and cash now above market expectations RBNRobinson 2026 profit guidance · 2026 confirmed; FY2027 flat before mitigation SYS1System1 Group FY26 guidance delivery · FY27 profit guidance raised again to £5.0m ZINZinc Media Group Medium-term £50m revenue, £5m EBITDA targets · FY26 guidance cut to £38m revenue, £1.4m EBITDA SAAM&C Saatchi FY25 guidance and FY26 recovery · H1 weak, Q2 growth; FY in line ALUAlumasc Group H2-weighted FY25/26 recovery · FY26 delivered at £10.0m; FY27 start positive GLEMJ Gleeson FY26 guidance and Budget risk · FY26 delivered; FY27 guided in line CURYCurrys FY guidance and net cash · Guidance unchanged; consensus £199m NXQNexteq Gaming customer consolidation volume loss · Costs still hitting demand and cash SHOEShoe Zone Subdued consumer demand and UK Budget · Guidance of loss of no more than £1.0m maintained FOXTFoxtons Group 2026 Sales recovery · Sales downturn continues; no recovery expected CSCChesterfield Special Cylinders Holdings plc FY25 results and FY26 earnings growth · Flat guidance reconfirmed; modest FY27 growth RTCRTC Group Ganymede rail and energy contracts · H1 margin and demand pressure confirmed ATGAuction Technology Group FY26 guidance delivery · Revenue guidance raised again to 5.5-6.5% LIOLiontrust Asset Management Net outflows and return to inflows · Outflows narrowing; retail outflows persist CRUCoral Products Post-restructuring recovery under new management · Recovery stalled; Q1 FY27 profit well below budget NEXSNexus Infrastructure Return to growth and profitability · Profit warning; loss of c.£1.0m vs consensus profit OTBOn The Beach Group Middle East conflict demand slowdown · demand recovered; conflict still a watch item MCBMcbride Middle East input cost inflation · Q4 FY26 hit absorbed; Q1 FY27 lag expected HTGHunting Middle East conflict exposure · Tender delays now hitting 2026 guidance VLXVolex Data Centre demand momentum · H1 FY27 Data Centre below H2 FY26, demand strong BYITBytes Technology Group FY27 guidance and cost normalisation · Upgraded guidance reiterated at H1 results KRMKRM22 Slower 2026 sales conversion · H1 new ARR £0.3m; post-period ARR £8.4m XPFXP Factory FY26 EBITDA guidance cut; FY27 consolidation year · New post-Boom FY27 targets set SSTYSafestay FY2025 pricing pressure · H1 weak; forward bookings down 21% VTYVistry Group Return to net cash · Year-end target cut to broadly neutral cash SAASMicrolise Group OEM customer order weakness · Non-recurring revenue timing risk persists DXRXDiaceutics FY 2026 revenue growth guidance · On track; visibility 107% of consensus at 31 August GLVGlenveagh Properties (CDI) Land sales programme · 2026 guidance cut to about €20m GENGenuit Group Subdued market and profit guidance · FY26 expectations unchanged; H1 profit in line PAYPayPoint InPost/Yodel network harmonisation impact · Parcel business still rebasing BREEBreedon Group Market recovery timing · US and Ireland growing; GB still declining MGNSMorgan Sindall Group Fit Out profit outperformance · Held; Fit Out target raised to £100-130m CHGChemring Group UK Government order placement delays · Near-term disruption continues; DIP awaited TGPTekmar Group Middle East disruption to projects · Prolonged; now deferring Q4 work and awards MIDWMidwich Group Middle East conflict impact · Profitable but on significantly lower volumes GNSGenus PIC North America disease · Hitting volumes; FY27 H1 headwind GDWNGoodwin Plc Gulf LNG valve delivery delays · Storage invoked, no orders cancelled CLBSCelebrus Technologies New business and logo wins · Restructure not yet converting; ARR falling SKLSkillcast Group ARR growth slowdown · H1 ARR growth 14%; full year slightly lower BILNBillington Holdings 2026 earnings recovery · H1 profit up 70%; record order book JDGJudges Scientific US funding-driven order weakness · Guidance held; CFO departure announced SMWHWH Smith FY26 guidance cut and dividend suspension · FY26 PBT confirmed at c.£75m MPACMPAC Group Order book and 2026 demand · Order book £82.5m; margins still pressured CCRC&C Group (CDI) Earnings guidance downgrade and Distribution margin rebuild · H1 profit €43-44m in line; full year on track MEGPMe Group International FY 2026 guidance cut · Interims confirm cut guidance; May trading recovering CMLCML Microsystems Second-half recovery · H2 revenue recovered; year still loss-making at operating level JLPJubilee Metals Group FY2026 copper guidance · Still under review TRCSTracsis UK rail funding and procurement headwinds · Persisting; timing of recovery uncertain CTACT Automotive Group Key customer price dispute · Customer contesting escalation clauses; FY26 PBT range given BOKUBoku, Inc FY26 growth slowdown and delays · H1 confirmed; delayed launches now live ABDPAB Dynamics FY26 guidance reset · Reset guidance met; year-end confirmed ACSOaccesso Technology Group Middle East milestone revenue · Milestones still expected in H2 CHHChurchill China Key UK customer insourcing materials · Revenue impact showing in H1 materials sales IQEIQE Guidance upgrades · Guidance reconfirmed after H1 beat VSVSVesuvius FY26 guidance downgrade · Cut guidance confirmed at half-year results FORTForterra 2026 guidance and Middle East costs · FY expectations held at consensus; H2 uncertain TRITrifast Saudi Arabia expansion · Saudi customer disrupted by Iran conflict; revenue hit expected OMGOxford Metrics FY26 guidance cut · Warning issued 9 October 2026 LSTLight Science Technologies Holdings FY2026 guidance cut on PFP delays · Guidance lowered; PFP delays pushing work into FY2027 EVPLEverplay Group plc FY26 guidance upgrades · Second upgrade after July 'in line' OXBOxford Biomedica FY26 guidance trend · Guidance at lower level, reiterated at H1 CNCConcurrent Technologies FY26 guidance trend · Guidance raised above consensus CAMCamellia Full-year trading outlook · Headwinds; full-year outcome uncertain VANQVanquis Banking Group 20 Returns guidance reset · ROTE guidance cut; recovery pushed to 2027-28