RM Plc (LON:RM) Chief Financial Officer Simon Goodwin explains how accelerating demand for secure digital examinations, a doubled sales pipeline and a 100% first-half contract renewal rate are strengthening the group’s Assessment division. He also outlines how the £20 million RM Ava investment could expand RM’s reach into professional qualifications and government-regulated testing, while further cost savings and operational separation support the group’s full-year profit expectations.

Key Moments

• 00:09 — What is driving Assessment’s growth
• 01:08 — Contract renewals reach 100%
• 01:22 — The sales pipeline doubles
• 02:00 — Inside the £20 million RM Ava investment
• 02:22 — Scaling to millions of candidates
• 03:05 — Where further efficiencies can be found
• 03:50 — More than £3 million of further savings targeted
• 03:59 — What Technology and TTS need to return to growth
• 05:31 — The biggest drivers of full-year performance
• 06:13 — Profit and EBITDA expectations remain on track

RM Plc is an education technology and resources group operating through Assessment, Technology and TTS. The company provides digital assessment platforms and services, technology solutions for schools, and educational products used by teachers and learners in the UK and internationally.

James Cropper plc (LON:CRPR) has delivered a sharp improvement in profitability while strengthening its balance sheet and restoring momentum in paper and packaging. CEO David Stirling explains how adjusted EBITDA rose from £6.7 million to £8.9 million, nearly £5 million of debt was repaid and advanced materials achieved 11% growth, while setting out where the next phase of growth could come from.

Key Moments

• 00:19 – EBITDA jumps 33% as revenue rises 4%
• 00:37 – Nearly £5 million of debt repaid
• 01:02 – The three priorities reshaping James Cropper
• 01:18 – Advanced materials delivers 11% growth
• 01:42 – Paper and packaging fights back after losing a major customer
• 02:02 – Second-half profitability builds momentum
• 02:16 – Tighter capital discipline strengthens the balance sheet
• 02:42 – What drove record advanced materials revenue
• 03:22 – How cost cuts returned paper and packaging to profitability
• 04:03 – Where management sees the next growth drivers
• 04:24 – Refinancing puts the group on firmer footing

James Cropper plc is a specialist materials group operating across advanced materials, paper and luxury packaging. The company develops high-performance materials and specialist paper products for customers across sectors including aerospace, renewable energy, luxury goods and technical applications.

Sir Chris Evans explains why EDX Medical Group (LON:EDX) believes its new workplace health screening service can generate more than £2 million in the current financial year, with employers already discussing programmes covering thousands of staff. He outlines how the company combines rapid on-site sample collection, multi-biomarker testing and personalised health reports to identify risks earlier, reduce disruption and potentially lower the cost of employee ill health.

Key Moments

• 00:19 – Inside EDX Medical’s rapid workplace screening model
• 01:20 – How EDX’s biomarker panels scan for hundreds of conditions
• 02:22 – Why EDX says its service outperforms rivals
• 04:18 – The employer demand behind the £2 million revenue target
• 05:16 – Fresh interest from major employers after launch
• 06:10 – The multibillion-pound cost of workplace ill health
• 07:25 – Why better screening could boost loyalty and productivity
• 07:49 – The follow-up testing strategy EDX has yet to reveal
• 09:02 – The contract and revenue updates investors could see next

EDX Medical Group develops diagnostic products and services designed to detect disease risks earlier and support more personalised healthcare decisions. Its work includes advanced biomarker testing, genomic analysis and digitally supported screening services for individuals, clinicians and employers.

Alien Metals (LON:UFO) Executive Chairman Bruce Garlick explains why the proposed Georgina Basin Copper Gold Project acquisition could mark a major shift for the company, adding exposure to copper, uranium and IOCG exploration in what he describes as “elephant country”. He also outlines the next 12 months of activity, the importance of three drill-ready targets, the role of incoming Executive Director Vincent Fayad, and how Alien’s wider portfolio of iron ore, silver, PGMs and strategic equity holdings could support the company’s ambition to move towards production.

Key Moments

00:18 – Why Georgina Basin could be a transformational acquisition
02:02 – More than 90 IOCG targets and three drill-ready priorities
03:42 – Vincent Fayad joins as Executive Director and strengthens M&A expertise
05:12 – Funding flexibility, joint venture holdings and cash flow headroom
08:37 – Alien’s broader commodity exposure and monetisation strategy
09:07 – Bruce Garlick sets out the ambition to become a producer

Oriole Resources (LON:ORR) CFO Bob Smeeton explains why the newly signed joint venture agreement with AGEM, a Managem subsidiary, marks a practical turning point for the Senala orogenic gold project. With Managem funding the next US$2 million exploration programme, Oriole keeps exposure to a potentially larger gold system while preserving cash for its operator-led work in Cameroon, where Mbe is emerging as the company’s main value driver and Bibemi moves towards an exploitation licence.

Thor Energy PLC’s (LON:THR) HY-Range project is gaining momentum after Phase 2 surface geochemistry returned natural hydrogen readings up to 10 times higher than its Phase 1 results. CEO Andrew Hume explains why the company sees HY-Range as a potential natural hydrogen and helium system of scale, how a newly awarded 460km 2D seismic programme could sharpen its understanding of the subsurface, and why Thor’s mix of mineral exploration and oil and gas thinking is helping it zero in on the most compelling drill targets.Key Moments

00:04 — Andrew Hume joins to discuss Thor Energy’s latest HY-Range developments
00:16 — HY-Range update begins, covering geochemistry and new 2D seismic work
00:46 — Phase 2 surface geochemistry results confirm and expand earlier hydrogen findings
01:49 — Thor reports values up to 10 times higher than Phase 1 results
02:22 — HY-Range described as a potential nexus for natural hydrogen development
02:45 — Thor awards 460km 2D seismic contract to Velseis
03:05 — How 2D seismic maps geology beneath the surface
03:49 — Seismic to be combined with gravity, magnetic and geochemical datasets
04:38 — Thor’s strategy blends hard rock mineral exploration with oil and gas techniques
05:30 — Play-based exploration helps narrow large datasets into drill-ready targets
06:04 — Thor’s hybrid focus across hydrogen, helium and in situ recovery copper
07:00 — Why seismic is central to understanding hydrogen and helium systems
08:22 — Seismic expected to identify basement depth, faults, traps and drill opportunities
09:02 — Final aim is to high-grade the area and refine drilling opportunities

Stéphane Foucaud, Head of Research at Auctus Advisors, explains why Sintana Energy (LON:SEI) stands out among listed explorers: a diversified Atlantic Margin portfolio, exposure to the giant Mopane discovery in Namibia, major partners including TotalEnergies and Chevron, and a potentially intense sequence of funded drilling catalysts across Namibia, Angola and Uruguay. With Foucaud arguing that Mopane alone could support more than the current share price, the interview sets up Sintana as a rare exploration story where near-term news flow and existing asset value sit side by side.

Key Moments

00:18 — Why Sintana Energy is in a category of its own
01:07 — The South Atlantic theme linking Namibia, Angola and Uruguay
01:55 — Mopane’s role as an anchor valuation
02:16 — Why the timing matters after the recent fundraise
02:36 — Up to 10 wells over the next 24 months
02:54 — TotalEnergies and Chevron reduce execution risk
03:38 — The three-country catalyst map
04:06 — Why Foucaud sees Mopane as worth more than the current share price
04:25 — TotalEnergies drilling on PL83 in Namibia
04:47 — Chevron’s high-impact PL90 well
05:07 — Uruguay farm-out potential
05:18 — 2027 drilling across Namibia and Angola
05:48 — Mopane FID as a possible value unlock
06:00 — Uruguay’s first exploration well and why it matters
06:17 — The unrisked upside case across Africa and Uruguay
07:11 — Namibia’s changing oil and gas administration
07:37 — Why Sintana’s share price has drifted
07:57 — Holding Sintana for Mopane alone
08:18 — Why carried development to first oil matters

Time Finance (LON:TIME) CEO Ed Rimmer explains how the business delivered record revenue and profit without increasing headcount, why hard asset finance and invoice finance are driving higher-quality growth, and how stable arrears, improving write-offs and £80m of funding headroom position the lender for the next phase of expansion.

Key Moments

00:14 — Record revenue and profit as margins rise to 22%
00:42 — New business up 26% with no increase in headcount
01:07 — Efficiency gains from the first year of the three-year plan
01:37 — Own-book origination rises 26% to £122m
02:06 — Hard asset finance remains the strategic focus
02:40 — Invoice finance benefits from SME working capital demand
03:10 — Stable arrears and improving bad debt write-offs
03:55 — Staying close to sectors the team knows well
04:48 — Multi-product deals strengthen security and recoverability
05:22 — £80m funding headroom and the next growth milestones
05:40 — The four metrics investors should watch from here