NewRiver REIT PLC (LSE:NRR) delivered a strong investor update with solid company performance, disciplined capital allocation, and sustained operational momentum across its retail focused portfolio. Half year financial results highlighted rising revenue, strong cash profits, fully realised cost synergies from the Capital and Regional acquisition, and robust leasing activity driving valuation growth, high occupancy, and rent increases well above estimated rental value. The REIT strengthened its balance sheet through over seventy million pounds of asset disposals, an improved loan to value profile, and an accretive share buyback that boosted NTA per share while positioning the company for a proactive 2026 refinancing supported by an investment grade credit rating. EBITDA and margins benefited from increased scale, resilient assets, and growing demand for retail parks and shopping centres, while Snowzone added seasonal but meaningful earnings potential. Management reiterated a clear growth strategy centred on sustainable rental growth, a strong pipeline of accretive investment opportunities, expansion of high margin capital partnerships, and continued operational efficiency. With improving retail fundamentals, rising investor appetite for retail real estate, and strong tenant sales trends, NewRiver REIT is well positioned to capture rental reversion, enhance income stability, and generate long term value creation. The company expressed confidence in its liquidity, order book, and earnings outlook, supporting a fully covered and attractive dividend for shareholders.

Finsbury Growth and Income Trust PLC (LSE:FGT) delivered a candid investor update highlighting recent financial results, ongoing challenges, and its long term growth strategy as portfolio manager Nick Train reflected on both underperformance and renewed conviction in the trusts concentrated portfolio of high quality UK listed franchises. Train emphasized shareholder value, the upcoming continuation vote, and his personal confidence signaled through additional share purchases. The presentation outlined key drivers of future performance including resilient global brands such as Diageo, structural growth opportunities in Experian and Clarkson, and accelerating data and AI enabled revenue streams across holdings like London Stock Exchange Group, where concerns about AI disruption were addressed with evidence of strong proprietary data advantages, improving margins, and expanding customer demand. Management detailed how companies across the portfolio are using AI to enhance efficiency, strengthen competitive positioning, and support sustained earnings growth while maintaining robust returns on equity. Despite a derating in valuation metrics, the trust highlighted a solid order book of market leading businesses with durable cash flows, improving EBITDA trends, and strategic initiatives aimed at restoring NAV performance.

Molten Ventures will be hosting a presentation on Friday, 5th December at 10:30am GMT. 

The presentation will cover its half year results for the six months ended 30 September 2025 being announced on Tuesday, 25 November 2025.

The presentation is open to all, with a live Q&A session to follow. Questions can be submitted pre-event via the Investor Meet Company dashboard or at any time during the presentation.

Augmentum FinTech PLC’s latest investor update highlights a resilient portfolio performance, stable NAV, and strong underlying top-line and bottom-line growth across its 27 fintech investments. Management emphasised a robust balance sheet with over £20m in cash, supporting follow-on investments, new opportunities, and long-term value creation. The Company continues to target high-growth, category-defining fintechs, maintaining disciplined valuations through independent oversight and regular six-monthly reviews. While some holdings saw modest write-downs amid slower sector adoption, standout performers such as Iwoca delivered record growth and strengthened overall company performance. Augmentum reiterated its strategy of backing outlier winners, optimising for scalable growth rather than short-term profitability, and expects meaningful realisations, exits, and liquidity events over the next 24–36 months. Despite frustration around the share price discount to NAV, management highlighted significant upside potential versus comparable listed fintechs and outlined a proactive plan to broaden investor reach, expand international marketing, and enhance retail engagement. With fintech innovation accelerating—driven by structural shifts, AI adoption, and incumbent demand for digital transformation—Augmentum sees a substantial multi-year growth opportunity across lending, banking software, payments, and insurance. The portfolio’s improving unit economics, reduced cash burn, and growing maturity position the trust to deliver strong long-term financial results, attractive IRR potential, and continued progress toward key venture metrics. Augmentum remains confident in its growth strategy, its ability to unlock value through exits, and its role in providing diversified, high-conviction exposure to the fintech sector for public-market investors.

Zig Up PLC delivered a strong half-year investor update, highlighting robust company performance, improved financial results, and accelerating momentum across its core markets. Management reported 4.5% revenue growth, 11.5% EBIT growth (ex-disposal profits), and a significant upgrade to full-year PBT guidance, now expected to be at least at the top end of consensus. Spain remained the standout performer, achieving 16% revenue growth, record fleet expansion of over 6,000 vehicles, and industry-leading 19% margins, supported by a differentiated service model, strengthened operational infrastructure, and rising market demand. The UK & Ireland business delivered solid rental revenue growth of over 6%, driven by pricing, mix, and value-added services, while the claims and services division is positioned for margin improvement in H2. The Group’s new UK&I operating model—streamlining brands into two focused divisions—underpins future efficiency gains and operational scalability. Importantly for investors, steady-state cash flow reached £43m, reflecting disciplined fleet investment, strong utilisation, and a trajectory toward enhanced free cash generation. Management reiterated a compelling medium-term growth strategy centred on leveraging owned assets, technology-led efficiency, market-leading service propositions, and the continued structural shift from ownership to usership in mobility markets. With strong demand in Spain, operational upgrades, and clear visibility on H2 opportunities, Zig Up PLC enters the second half with reinforced confidence in its revenue growth, EBITDA performance, margin expansion, and long-term value creation for shareholders.

Topps Tiles PLC (LSE:TPT) delivered a strong investor update highlighting robust financial results, significant strategic progress, and continued momentum toward its Mission 365 growth strategy. The group reported record revenue of 296 million pounds, solid adjusted EBITDA performance, strengthened gross margins, and a 46 percent increase in adjusted pre tax profit to £9.2 million, supported by strong trade demand, disciplined operating costs, and a resilient order book. Growth was broad based across brands including Topps Tiles, Parkside, Pro Tiler, Tile Warehouse, and the newly integrated CTD business, with digital revenue penetration rising to more than 21 percent and trade sales now representing 75 percent of group revenue. Operational highlights included successful integration of CTD systems and logistics, accelerating performance in Pro Tiler after warehouse expansion, and rapid digital improvements through a relaunched trade site, enhanced CRM, and upcoming trade app. The company maintained a healthy balance sheet with 7.4 million pounds net cash and increased its dividend by 21 percent. New CEO Alex Jensen emphasized opportunities to expand customer loyalty, enhance digital capabilities, scale B2B operations, and strengthen market leadership in hard surfaces while ensuring CTD and Tile Warehouse reach sustainable profitability in FY26. With a clear growth strategy, strong financial results, improving margins, and significant digital and trade initiatives, Topps Tiles positions itself for continued revenue expansion, margin improvement, and long term value creation for investors.

Foresight Group Holdings Limited (LSE:FSG) delivered a resilient investor update highlighting strong company performance, disciplined growth strategy, and high quality recurring revenue, with 87 percent of revenue derived from long duration management fees across more than 40 funds. The group reported assets under management of 13.7 billion, continued double digit revenue growth, and rising EBITDA margins despite near term cost inflation from strategic acquisitions. Fundraising momentum remained solid across private equity, real assets, and sustainability focused listed strategies, supported by a deep order book, strong regional coverage, and expanding investor demand for tax efficient products. Key growth drivers included successful progress on energy transition funds, regional private equity vintages, and natural capital strategies, alongside robust retail inflows into VCT and business relief products. The update also underscored disciplined capital allocation through a progressive dividend, a 50 million share buyback program, and a focus on value accretive M&A. Operational highlights spanned major exits in Australia, battery storage investments in the UK, and ongoing portfolio resilience despite market wide valuation pressure in renewable assets. Management reiterated confidence in delivering long term revenue and EBITDA expansion, supported by scalable distribution, diversified AUM, and strong investment performance, and reaffirmed guidance to double EBITDA pre share based payments by FY29 while maintaining a stable margin trajectory and continued fundraising growth.

Premier Miton Group PLC’s full-year investor update highlights a resilient performance in a challenging market, with management emphasising a diversified platform, disciplined cost control, and a clear growth strategy. The Group reported £10.3bn in AUM, with industry-wide pressures driving outflows in US and European equity strategies, partially offset by strong inflows into fixed income and absolute return products. Despite market headwinds, Premier Miton delivered adjusted profit before tax of £11.5m, maintained a robust £31.3m cash position, and proposed a total dividend of 6p per share, underscoring its commitment to shareholder returns. Strategic initiatives—including strengthened investment leadership, a growing product pipeline across fixed income, long/short, infrastructure, and thematic multi-asset funds, and expanded global distribution—support the Group’s readiness for a market recovery and future growth. The integration of the Telworth acquisition has enhanced long-short capabilities and pushed absolute return AUM above £1bn, while strong demand for the Global Dynamic Credit strategy and new offshore structures signals rising momentum. Operational efficiency remains a priority, with £3m of annual run-rate savings already delivered and a further £2m targeted by FY26, improving margins and platform scalability. Management remains confident that historically high market concentration will unwind, creating favourable conditions for active managers and benefiting Premier Miton’s high-conviction, high-active-share portfolios. With stabilising UK equity flows, strong performance in fixed income and absolute return, and disciplined pursuit of selective M&A, the Group positions itself for renewed AUM growth, enhanced EBITDA potential, and long-term value creation.

Ondo InsurTech PLC delivered a strong investor update showcasing rapid US expansion, accelerating recurring revenue, and a clear growth strategy built around its LeakBot smart-home water-leak detection platform. For the six months to 30 September 2025, annual recurring revenue more than doubled year on year to £3.6m (110% growth), driving total group revenue up 26% to £2.1m. Recurring revenue now accounts for 86% of group income, reflecting the company’s successful transition to a SaaS-driven model. The United States has become Ondo’s largest and fastest-growing market, with US revenue increasing sevenfold and contracted annual recurring revenue reaching $5.5m as the business scales across 26 states. Customer numbers surpassed 200,000, supported by major insurer partnerships including Nationwide, Liberty Mutual, Westfield and Indiana Farm Bureau.

Supply@Me Capital’s AGM investor update highlighted the company’s ongoing transformation as management detailed its financial position, restructuring progress, and growth strategy for inventory monetization services. The board reviewed the full drawdown of the 2025 on demand convertible loan facility, outlined plans to repay it through share conversion, and confirmed that approvals from shareholders, regulators, and the takeover panel are in progress. Management addressed the restructuring and potential liquidation scenarios affecting TAG, noting that these developments no longer impact funding for the core business, which is now supported by a new strategic partner. The presentation emphasized improving company performance through a selective onboarding strategy, a strengthened order book across B2B and B2C clients, and deepening relationships with institutional inventory funders including Azimut and ongoing discussions with major banking partners. The company reiterated its focus on validating and scaling its model, enhancing bankability, refining funding structures, and leveraging technology to support operational efficiency. Despite a challenging macro environment, management stated that demand for inventory monetization remains strong and continues to represent a long term growth opportunity. The directors acknowledged the continuing historical serious loss of capital on the balance sheet but reaffirmed that future revenue generation and a scalable model are expected to restore margins and deliver sustainable financial results.