Arecor Therapeutics delivered a strong FY2024, advancing its proprietary pipeline in diabetes, obesity, and oral peptide delivery while strengthening its financial position. The company reported 11% revenue growth, increased royalty income, and significant operational efficiencies, including a 32% headcount reduction. Key highlights include stellar clinical results for AT278, a highly concentrated, ultra-rapid-acting insulin targeting the large, underserved insulin pump market, and progress toward securing a strategic partnership. In parallel, Arricor is advancing its innovative oral GLP-1 peptide delivery platform, tapping into a multibillion-dollar market opportunity. Partnered revenues from AT220 biosimilars continue to grow, enhancing financial resilience. Focused on maximizing shareholder value, Arricor aims for accelerated commercialization through strategic partnerships and continued R&D breakthroughs, positioning itself for sustainable revenue growth and margin improvement into 2025 and beyond.

Elixirr ("Elia") reported record FY24 financial results, achieving 30% revenue growth and maintaining industry-leading EBITDA margins of 28%. Since IPO, Elixirr has delivered consistent performance, with eight earnings upgrades and 38% revenue CAGR, underpinned by a unique owner-operator culture and strategic diversification across geographies, industries, and capabilities. The company’s strong order book, robust cash generation, and disciplined M&A strategy have driven quadrupled revenues and a tripled market capitalization since 2020, with only 6% dilution. Elixirr announced its move to the London Stock Exchange Main Market, aiming to broaden its investor base, improve liquidity, and unlock a potential re-rating opportunity. With a diversified client base, expanding AI and technology-enabled service offerings, and significant cross-sell synergies from strategic acquisitions like Hypothesis, Elixirr is well-positioned for sustained growth. The firm continues targeting 25–30% annual revenue growth through a balanced mix of organic expansion and programmatic acquisitions, supported by strong free cash flow and a £45m revolving credit facility. Management reaffirmed confidence in 2025 performance, citing record Q1 results and high levels of contracted revenue, reinforcing Elixirr’s long-term ambition to disrupt and lead the consulting industry as a publicly accountable, high-performance growth company.

Cambridge Cognition (AIM: COG) announced its FY24 results, highlighting a successful strategic reset, improved financial performance, and a strong foundation for future growth. The brain health software specialist secured £7.4 million in new sales orders, achieved a near break-even adjusted EBITDA, and reduced its cost base by £4.4 million. The company’s order book expanded to £15.8 million in Q1 2025, providing clear revenue visibility and supporting sustainable cash flow growth. Key milestones included launching an in-house rated training service, submitting a Letter of Intent to the FDA for schizophrenia trials, and partnering with Biogen and Apple in a landmark brain health study. Cambridge Cognition is focused on accelerating growth through a tier-one pharmaceutical client strategy, expanding clinical trials, healthcare, academic research, and emerging consumer markets. With a validated digital CNS platform, increasing brand recognition, strong scientific credibility, and a sharpened go-to-market strategy, the company aims to grow new sales orders to £75–100 million by 2030. Management reaffirmed its commitment to profitability, operational efficiency, and value creation through organic growth, partnerships, joint ventures, and spin-outs.

We are delighted to announce this event will feature the following companies:

1. IP Group PLC - to follow click here

2. International Public Partnerships Limited - to follow click here

3. Mercia Asset Management PLC - to follow click here

4. Octopus Renewables Infrastructure Trust PLC - to follow click here

HydrogenOne Capital (LSE: HGEN) reported its FY24 financial results, with a net asset value (NAV) of £116 million (90 pence per share) and £85 million in portfolio company revenues, despite macroeconomic challenges. The fund invested £2.6 million in follow-on opportunities and saw its portfolio companies raise over £500 million in fresh capital. HydrogenOne completed key asset sales, maintaining £3.1 million cash, sufficient to cover costs for at least 12 months, with further sales planned for 2025. Despite wider investment trust market headwinds, the company’s energy transition portfolio—anchored by leaders in electrolyzers, hydrogen mobility, and carbon capture—continues to mature, with strong revenue growth and funding momentum. HydrogenOne also reported a significant rise in avoided greenhouse gas emissions to 132,000 tonnes in 2024, reaffirming its sustainability credentials under SFDR Article 9. Management remains focused on narrowing the discount to NAV through portfolio exits, cost control, and strategic alternatives, while reaffirming confidence in the long-term growth of the clean hydrogen sector. The company sees a positive outlook for 2025, underpinned by sector tailwinds, policy support, and increased commercialization across its portfolio.

Savannah Resources PLC (AIM: SAV) provided a comprehensive investor update highlighting significant progress at its flagship Barroso Lithium Project in Portugal. The company reported continued drilling success with higher-grade intersections, reinforced its financial strength with $23 million in cash and zero debt, and maintained its growth strategy towards completing the Definitive Feasibility Study (DFS) in 2024 and commencing production by 2027. Savannah emphasized its strategic position within Europe's battery materials supply chain, underscored by EU Critical Raw Materials Act designation, strong local engagement, expanding Portuguese shareholder support, and strategic partnerships such as AMG Lithium. The company is actively progressing project financing discussions, targeting a competitive cost of capital, and foresees upside potential through additional resource expansion. With a robust project pipeline, high-grade resource potential, and strong ESG credentials, Savannah is positioning itself as a cornerstone supplier to Europe’s lithium value chain, offering investors exposure to long-term revenue growth, margins expansion, and critical mineral demand.

Focusrite PLC delivered a positive investor update for the half-year ending February 2025, highlighting 5.2% revenue growth driven by a strong rebound in the content creation division. Despite margin pressures and ongoing tariff uncertainties, the group maintained top market positions, improved inventory levels, reduced net debt, and reaffirmed full-year financial expectations. Strategic actions, including price increases, supply chain diversification to Malaysia and Vietnam, and enhanced direct-to-consumer sales (now 9% of revenue), support resilience and future margin expansion. Audio reproduction normalized after a pandemic-driven surge, yet a robust order pipeline, new product launches, and expanding R&D investment underpin optimism. Focusrite reiterated its commitment to organic growth, innovation, operational efficiency, and maintaining a strong balance sheet, while acknowledging volatility in the US market. Management remains confident in achieving low single-digit revenue growth, stable EBITDA margins, and positive cash flow for FY2025.

Novacyt S.A., an international molecular diagnostics company, delivered its 2024 investor update highlighting robust operational achievements, improved financial results, and a clear growth strategy. Following the successful integration of Yourgene Health, Novacyt consolidated operations into its Manchester Centre of Excellence, achieving £8 million in cost savings and reducing OpEx by over 20%. Full-year revenue reached £19.6 million, driven by 26% year-on-year growth in reproductive healthcare and strong consumable sales. Despite a one-off exceptional charge, underlying gross margins exceeded 60%, with EBITDA loss narrowing to £9.1 million. The company maintains a healthy £28 million cash position and expects to self-fund its path to profitability. Key growth areas include reproductive health, precision medicine, and the launch of new high-margin products across infectious disease and genomic technologies. Novacyt's streamlined structure, IVDR-certified product portfolio, and targeted £2 million R&D investment support its long-term strategy to accelerate revenue growth, improve margins, and build shareholder value. A comprehensive strategic update is expected later in 2025, reinforcing confidence in Novacyt’s resilient platform and future profitability.

TR Property Investment Trust PLC delivered its full-year investor update, outlining company performance, financial results, and a clear growth strategy despite a challenging macroeconomic environment. Fund Manager Marcus Phayre-Mudge reported modest benchmark outperformance during a difficult year for real estate equities, reaffirmed the Trust’s disciplined gearing strategy, and highlighted a strong dividend track record with steady revenue growth. Key themes included continued M&A activity in the sector, strategic overweight positions in UK-listed property companies, and a focus on prime real estate assets with robust rental income and valuation resilience. The Trust maintains 5.7% exposure to physical property while actively reallocating capital to high-value equity opportunities. Management emphasized optimism for NAV recovery, improving debt market conditions, and attractive portfolio valuations trading at significant discounts. TR Property remains well-positioned to capitalize on sector consolidation, strengthening balance sheets, and rental growth, offering investors diversified exposure, solid margins, and an attractive dividend yield. The Trust continues to demonstrate active management excellence, long-term shareholder value creation, and commitment to income and capital growth.

Gelion PLC’s latest investor update highlights major advancements in its sulphur battery technology and a strategic shift towards revenue generation and profitability. The company reported significant progress in FY25, projecting a 34–35% increase in revenue driven by early commercial success in its integration business and a capital-light growth strategy. Breakthroughs in sulphur cathode technology, supported by a three-year collaboration with the Max Planck Institute, have enhanced power performance, cycle life, and charge rates, positioning Gelion to compete with leading lithium-based battery technologies. With an expanding IP portfolio of over 220 patents, a £2.6M successful capital raise, and strong support from UK and Australian government initiatives, Gelion is focused on embedding its technology into the global battery supply chain through strategic partnerships. The company’s dual-track strategy — scaling advanced materials supply while delivering integration revenue — underpins its pathway to EBITDA improvement, margin expansion, and long-term shareholder value creation.