Browsing Tag
London Stock Exchange
330 posts
Glencore (LSE: GLEN) preliminary results 2025: Why copper momentum, not headline EBITDA, is driving the investment case
Glencore plc’s 2025 results reveal a copper-led strategy shift. Find out why second-half momentum matters more than headline EBITDA today.
Defence Holdings is moving defence software upstream. Here’s why LSE: ALRT is betting on speed over procurement
Discover why Defence Holdings is moving defence software upstream and what ALRT’s focus on speed over procurement means for UK defence innovation.
Why Defence Holdings PLC (LSE: ALRT) thinks the next defence advantage starts before procurement
Defence Holdings PLC launches a sovereign software accelerator as UK defence shifts to software-first delivery. Find out what this means for strategy, capital, and investors.
Is this the end of independence for UK asset managers? Inside Nuveen’s £9.9bn Schroders deal
Nuveen’s £9.9bn acquisition of Schroders plc highlights why scale is reshaping asset management. Read what the deal means for investors and rivals.
CAB Payments (LSE: CABP) may go private as Helios Consortium gains majority support for revised $292m bid
Helios Consortium ups its offer for CAB Payments to US$1.15 per share. Find out what’s at stake as investors weigh cash exit vs private roll-over options.
Marston’s PLC (LSE: MARS) Q1 update shows festive resilience as format refresh and event-driven footfall fuel FY2026 confidence
Marston’s Q1 update shows festive sales growth and strong pub rollout momentum. Find out what it means for FY2026 profits, margins, and investor sentiment.
J D Wetherspoon (LSE: JDW) warns FY26 profits may trail FY25 despite accelerating like for like sales
J D Wetherspoon plc reports strong FY26 sales momentum but warns higher costs will hit profits. Find out what this means for investors and the stock outlook.
GlobalData (LON: DATA) forecasts FY26 margin expansion as AI transformation and platform consolidation lift contracted revenue
GlobalData eyes 40% EBITDA margins in FY26 with AI-enabled growth and Main Market uplisting. Find out what this means for investors and competitors.
Dunelm Group plc (LON: DNLM) sees first-half momentum slow as promotional pressure weighs on Q2 margins and guidance
Dunelm cuts FY26 profit guidance after a soft Q2 driven by holiday weakness. Find out what’s next for its digital, furniture, and margin strategy now.
FitzWalter Capital escalates ATG takeover pressure with public rebuke over board strategy and I&C disposal
FitzWalter Capital challenges ATG’s board over asset sale plan and failed M&A record. Read what this takeover tension means for investors and industry direction.