Situations

Today

1. Takeover Atlantic Lithium Limited ALL£111m moved

   Offer for the company

   On 7 May 2026 Atlantic Lithium signed a binding Scheme Implementation Deed for Huayou to acquire 100% in cash at US$0.25486 (£0.188) per share, about £155m; the board unanimously recommends it.

   Stage ApprovedOffer 18.8pPremium +4% on 18pSpread now +17.1% to the offerBoard recommends

   Next Scheme Meeting −11% since 23 Feb · moved 27 Oct
2. Activist Workspace Group WKP£637m moved

   Saba Capital Management, L.P. campaign

   Saba proposed a 12-month wind-down on 8 January 2026, which the Board rejected. It requisitioned board changes on 8 May, widened them to all six NEDs on 22 May, and holds about 21.12%.

   Activist Saba Capital Management, L.P.Stake 29.7302% – just under the 30% bid thresholdWants board seat(s)Board engaging

   −16% since 6 Aug · moved 27 Oct
3. Big fundraise Pennon Group PNN£1,747m moved

   Rights issue

   On 7 October 2026 Pennon launched a c.£550m fully underwritten rights issue to fund the enlarged AMP8 water investment. Terms are now set: 7 new shares for every 15 held at 250p, a 35.5% discount to TERP.

   Raise Rights issue · £550 millionOf market value 35.7%Discount 44.7% to the last close

   Next Results of the rights issue announced 27 Oct · today −17% since 7 Oct · moved 27 Oct
4. Profit outlook Inspiration Healthcare Group IHC£17m moved

   Profit upgrade

   Guidance has been raised several times since June 2026. With the interim results on 27 October 2026 the company upgraded FY27 revenue expectations to at least £43m, citing 26% underlying H1 growth and a growing pipeline.

   Direction ahead of expectations / raisedReaction on the day +5%In 12 months 4 statements in the same direction

   Next Final results for FY27 15 Jun · in 231 days −25% since 16 Jun · moved 27 Oct
5. Profit outlook Redcentric RCN£86m new

   Results ahead of expectations

   Redcentric said it is trading ahead of expectations on 27 Oct 2026; the shares moved +3% on the day. It is the second such statement in 12 months.

   Direction ahead of expectations / raisedReaction on the day +3%In 12 months 2 statements in the same direction

   +3% since 27 Oct · moved 27 Oct

A row opens the situation with its chart and every step. Company pages also show the smaller matters – a new CEO, a plan, a contract, director buying.