Kelso Group Holdings Plc reports interim results for H1 2026 with a 23% increase in NAV per share to 2.9p, total pre-tax profit of £2.3m, and net assets rising to £13.2m. Current update shows NAV per share up 43% to 3.3p, net assets at £15.2m, and pre-tax profit of £4.8m for 8 months to August 2026. Gross investments are £23.0m with 33% gearing, and the portfolio is fully invested in 10 stocks. The company highlights its top decile performance and a generational opportunity in UK small/mid equities.

Ecora Royalties PLC (LSE/TSX: ECOR, OTCQX: ECRAF) announces half year results for the six months ended 30 June 2026. All currencies referred to within are in US dollars unless otherwise specified. Financial highlights include: Total portfolio contribution increased 75% to $31.3m (H1 2025: $17.9m) with royalty and metal stream related revenue increasing 102% to $32.0m (H1 2025: $15.8m); 159% increase in base metals portfolio contribution to $22.5m (H1 2025: $8.7m); 509% increase in adjusted earnings to $19.5m (H1 2025: $3.2m); Adjusted earnings per share of 7.81c (H1 2025: 1.27c); Profit before tax of $24.3m (H1 2025: loss $10.9m); Free cash flow of $12.1m (H1 2025: $2.0m); Net debt decreased to $74.9m as at 30 June 2026 (31 December 2025: $85.5m), and down from $124.6m as at 30 June 2025; Interim dividend of 1.90 cents per share, equating to ~ 25% of free cash flow (H1 2025: 0.60 cents per share).

RentGuarantor Holdings PLC (AIM: RGG) reports a trading update for the eight months ended 31 August 2026, highlighting significant growth across key metrics. Revenue surged 472% to £8.45 million, driven by a 174% increase in applications and a 311% rise in contracts. Adjusted EBITDA and net profit turned positive, reaching £2.77 million and £2.87 million, respectively, compared to losses in the prior period. The cash position strengthened to £7.5 million, up from £2.4 million at 30 June 2026. The Board expects FY2026 revenue and profitability to materially exceed market expectations, targeting revenues over £14 million and net profit over £4 million.

Cairn Homes Plc (CRN) announces its interim results for the six months ended 30 June 2026. Revenue increased by 60% to €455.5 million, operating profit rose by 75% to €74.8 million, and EPS grew by 82% to 9.3 cent. Operating cash flow improved by €141 million to €22.4 million, and net debt decreased by €113 million to €194.5 million. The company upgraded its FY26 ROE guidance to 17.0% and announced a €50 million share buyback programme alongside a 10% increase in the interim dividend to 4.5 cent per share.

AEP Plantations Plc reports unaudited interim results for the six months ended 30 June 2026. Revenue increased by 8.3% to $249.7 million, and profit before tax rose by 5.1% to $65.8 million, including a $9.1 million non-recurring gain from the Pinago acquisition. The Group maintained cash and cash equivalents of $109.5 million and bank borrowings of $13.2 million post-acquisition. Basic earnings per share increased by 3.1% to 12.71 cents. The Board intends to declare an interim dividend by the end of Q3 2026.

TT Electronics reports strong H1 2026 profit growth and margin expansion, with adjusted operating profit up 37.0% to £18.5 million and margin up 230bps to 8.1%. Statutory operating profit rose 423.3% to £9.7 million. Net debt fell 29.1% to £52.0 million, and leverage improved to 1.1x. The company upgraded its full-year adjusted operating profit guidance to ahead of market expectations, supported by a strong order book and cost savings.

BlackRock American Income Trust PLC's portfolio update for July 2026 shows a 2.7% net asset value (NAV) return, marginally outperforming the Russell 1000 Value Index's 2.4% return. The trust's NAV per share (capital only) was 276.35p, and the share price was 279.00p, trading at a 0.7% premium to cum income NAV. Total assets were £179.8 million, with net cash at 0.54% of total assets.

Mercantile Ports & Logistics Limited (AIM: MPL) provides an update on the NCLT hearing regarding the Corporate Insolvency Resolution Process of Karanja Terminal & Logistics Private Limited (KTLPL). The hearing continues, with lenders and the Committee of Creditors presenting their case. MPL remains confident in its position and evidence, emphasizing its willingness to pay the debt. The next hearing is scheduled for 4 September 2026.

Touchstar PLC reports flat revenues of c.£3.4 million for H1 2026, with ARR up 4.6% to £1.6 million. Gross margin declined to 46% (H1 2025: 48% adjusted), and adjusted EBITDA improved to £0.03 million from a loss of £0.24 million. Pre-tax loss remained at £0.1 million. Cash net of overdraft was stable at £2.0 million. The order book increased to £2.63 million, with order intake up £739,000. The company expects slightly weaker revenues in H2 but a lower-than-expected annual loss.

Canary Wharf Finance II PLC reported a statutory loss after tax of £5.07 million for the six months ended 30 June 2026, compared to a loss of £5.05 million in the same period last year. The company's net assets decreased to £5.97 million from £5.95 million at the end of 2025. The weighted average maturity of securitised debt extended slightly to 7.5 years, while the weighted average interest rate remained at 6.0%. The company's loan-to-value (LMCTV) ratio was 42.34% as of July 2026, and it continues to adopt a going concern basis.

Suspension of Share Buyback Programme. The news classifier marked this as a negative market signal and promoted it into today's AI Picks. Long-form analysis has not arrived yet; open the source announcement before acting.

Correction Placing of £350,000. The news classifier marked this as a negative market signal and promoted it into today's AI Picks. Long-form analysis has not arrived yet; open the source announcement before acting.

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