📄| $STB.L | Secure Trust Bank: "On track to meet FY26 PBT consensus and FY28 targets" Q3 update shows the continuing loan book up 6.4% YTD to £3.5bn (9.5% Y/Y), despite softer asset-backed lending. Mike Trippitt forecasts adj. PBT of £63.2m for FY26E, rising to £96.0m by FY28E. The £10m buyback is done, deposits held stable and credit remains robust. FY28 targets are c.10% annual loan growth and ROAE above 16%, backed by £25m of cost savings. Read the research here: progressive-research.com/res…

🎙️New episode of The Desert Island Investor @MarkAtkinsonDII is known for diving after sunken treasure, but this time he’s found some floating treasure: his new holding in Clarkson PLC $CKN, the world’s largest shipping services provider ⚓ 🎧 progressive-research.com/pod…

📄| $G4M.L | Gear4music: "Resilient H1 revenue performance" Lapping 31% growth last year, G4M grew H1 revenue 6% to £85.4m (38% over two years) despite a hot summer slowing Q2. Europe led with 11%. H1 EBITDA is expected at £5.7m after UK warehouse set-up costs. David Jeary keeps forecasts unchanged at FY27E revenue of £200.4m and adj. EBITDA of £16.0m, with trading in line with Board expectations. Interims are due on 17 November, ahead of the key Christmas period. Read the research here: progressive-research.com/res…

📄| $VTU.L | Vertu Motors: "Strong H1 and forecasts upgraded" Record H1 revenue of £2,596.5m and adj. PBT up 19% to £23.8m, with gross profit growing across every division. Ian Robertson raises FY27E adj. PBT from £25.5m to £27.5m and adj. EPS from 6.3p to 7.0p. Management now expects FY27 to beat market expectations after a strong September. Chinese brand outlets are set to rise from 18 to 31 by mid-2027, and TNAV per share grew 6% in H1 to 80.8p. Read the research here: progressive-research.com/res…

🎙️ New on The Desert Island Investor with @MarkAtkinsonDII - Amer Sports: From Tobacco to Trainers The Seaworthy Test is a series of discussions where private investor Mark Atkinson invites a castaway to the desert island to discuss one of the holdings from their portfolio. 🎧Listen now: progressive-research.com/pod…

📄| $OMG.L | Oxford Metrics: Trading update - familiar challenges Revenue for the 15m to Dec 26 is now guided at £47.0m–£51.0m with an adj. EBIT loss of £0.5m–£3.9m, below expectations. Ian Robertson cuts his forecasts to £47.0m and a £3.3m loss, from £56.5m and a £3.0m profit. Cost savings are accelerated to £1.5m–£2.0m net annualised (from £0.6m), so he holds FY27E adj. EBIT at £3.4m. Net cash is £29.5m, alongside a further £3m buyback and the Move AI asset deal. Read the research here: progressive-research.com/res…

🎥| $NET.L | Netcall FY26 results presentation CEO James Ormondroyd & CFO Richard Hughes cover the Liberty platform, land & expand, accelerating AI adoption, a record order book, cloud growth and cash generation. Watch the full presentation 👇 progressive-research.com/vid…

📄| $NEXS.L | Nexus Infrastructure: "Building slowdown prompts cost-cutting drive" Nexus now expects FY26 revenue of c.£70.0m (FY25: £65.9m) but a loss before tax of c.£1.0m. Alastair Stewart had forecast a £0.1m profit. The CEO role has also been removed. Order book of £75.4m at 31 August, plus £15.2m secured in September. With £39bn for affordable homes and AMP8 double the last programme, but timing uncertain, Alastair is temporarily removing forecasts. Read the research here: progressive-research.com/res…

📄| $STB.L | Secure Trust Bank: "Focus on Return on Required Equity" The second £5m tranche of STB's £10m buyback is under way, backed by an H1 CET1 ratio of 14.3%. Mike Trippitt forecasts CET1 of 13.4% in FY26E, climbing to 13.8% and 14.4% by FY28E. On a 13% required CET1, he sees continuing adj. RORE rising from 13.0% in FY26E to 15.4% and 16.5% in FY28E, against STB's medium-term target of above 16%. FY26 guidance is unchanged. Read the research here: progressive-research.com/res…

📄| $SFR.L | Severfield: "Senior hire reinforces refreshed strategy" The UK's largest structural steel group has appointed Terry Fitzmaurice, ex-Manchester Airports Group, as Chief Commercial Officer. Alastair Stewart forecasts FY27E adj. PBT of £13.0m, up from £10.5m in FY26, rising to £22.0m by FY29E. The hire backs the push up the value chain into nuclear and datacentres, with the Indian JV a key growth driver. HY results are due on 24 November. Read the research here: progressive-research.com/res…

📄| $SDI.L | SDI Group: AGM; Current trading in-line @sdiplc expects FY27 results in line with market expectations, with good organic growth helped by recent acquisitions. Tessa Starmer holds her FY27E forecasts: revenue of £82.7m (+11% Y/Y), adj. EBIT of £13.0m and free cash flow of £7.5m. FY26 buys Severn Thermal Solutions and PRP Optoelectronics are performing well, and H2 FY26 organic growth was 6.7% against a 3.5% FY27 assumption. Interims are due in December. Read the research here: progressive-research.com/res…

📄| $AXS.L | Accsys Technologies: FY27E underlying group EBITDA broadly in line with expectations, but distributor destocking especially in the US JV amid Middle East inflation fears means JV inclusive EBITDA comes in lower. We see it as temporary. Note: progressive-research.com/res…

📄| $TBLD.L | tinyBuild: "Risks tilting to the upside" The best-performing UK video game stock of 2026, up over 80% YTD. Gareth Evans forecasts H1 revenue of $18.7m and adj. EBITDA of $3m — roughly half his full-year estimate. H2 is underpinned by titles that already have release dates: Graveyard Keeper 2 lands on 22 September with 47k Steam followers, while Kingmakers sits at #8 on top wishlists with over 100k. Read the research here: progressive-research.com/res…

📽️| PEBB | The Pebble Group Half Year Results Presentation - September 2026 The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group’s results for the six months ended 30 June 2026, followed by a Q&A session. Watch the video here: piworld.co.uk/company-videos… Or listen to the podcast here: share.transistor.fm/s/8175da…

📹| $DFCH.L | DF Capital Half Year 2026 Results Overview - September 2026 DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2026. 📺Watch the video here: piworld.co.uk/company-videos… 🎧Listen to the podcast here: share.transistor.fm/s/aeee5b…

🎙️ New on The Desert Island Investor with @MarkAtkinsonDII Market Tides and Trade Winds is a series of short discussions where private investor Mark Atkinson takes a direct look at recent news headlines shaping the world of investing. 🎧Listen now: progressive-research.com/pod…

🎙️| New on The Desert Island Investor with @MarkAtkinsonDII Market Tides and Trade Winds is a series of short discussions where private investor Mark Atkinson takes a direct look at recent news headlines shaping the world of investing. 🎧Listen now: progressive-research.com/pod…

📄| $OMG.L | Oxford Metrics: Acquisition highlights market evolution @OxfordMetrics has acquired Captive Devices, a markerless facial motion capture specialist already selling to major game studios. The tech integrates with Unreal Engine, adding real-time facial capture to Vicon's lineup. Deal size: up to £750k. Read the research here: progressive-research.com/res…