Progressive Equity

Investor Webinar | CER | Cerillion Plc Final Results Presentation Friday 28th November, 2025 at 1pm (London) Register here: bit.ly/CER_FY25_webin… Louis Hall, CEO and Andrew Dickson, CFO, will be presenting from the company, followed by a Q&A session.

Listen to the latest episode of @MarkAtkinsonDII's The Desert Island Investor: My stock review of toy masters the Character Group plc Listen to the full episode here: progressive-research.com/podcasts/my-st… In this episode of the podcast Mark will be discussing his investment in the Character…

🎧 The Market Call — Week Ending 31/10/25 • Trump–Xi summit & Treasury Sec. Bessent steady the ship • Fed delivers a hawkish cut → markets rally, but data risks rise amid US shutdown • Argentina: Milei gains momentum for his small-state vision • Mag 7 surge on → Nvidia…

New Podcast: Talking Tech - Episode 29 How do you make an original comment about the AI bubble? Ian & George steer clear of Cisco vs Nvidia hype to revisit dot-com lessons — from “F’d Companies” flameouts to SaaS parallels. 💡AI is big money in few hands 💡Don’t bin ideas that…

🎧 The Market Call: Week Ending 24/10/25 – Gold, should we buy the dip? Gareth & Jeremy discuss fragile peace talks, Trump’s push for ceasefires, and hopes of a US–China Grand Bargain. Markets rotate sharply: gold plunges, bonds rally. Is it a correction or a structural shift?…

Question in a Bottle (short discussions from The Desert Island Investor): What do you think about buybacks? 🎧Listen here: progressive-research.com/podcasts/quest… Private investor @MarkAtkinsonDII answers the latest question sent in by listeners. In this episode, subscriber Joseph Harbin…

New Podcast: The Market Call — Week Ending 17/10/25 Gold rally: FOMO bubble or long-term dollar debasement trade? 🪙 Jeremy & Gareth discuss: • Trump’s peace→ trade war → peace U-turn with China 🇨🇳 • Gold strength & falling mining costs ⛏️ • Bitcoin lagging recent gold…

New Podcast: The Market Call – Week Ending 10/10/25 Gold hits all-time highs as credit & AI bubble worries grow (yes, even Bezos called it “a good bubble”). Trump pushes for peace in the Middle East — could lower oil & cool gold. Plus: UK car loan mis-selling, Beeks results &…

Listen to the latest episode of @MarkAtkinsonDII 's The Desert Island Investor: My review of Intertek plus a London Investor Show ticket offer Listen to the full episode here: progressive-research.com/podcasts/my-re… The Intertek Group is an FTSE 100 company that provides quality assurance…

WJG / Watkin Jones : FY guidance confirmed alongside new JV deal New Glasgow PBSA JV with Maslow Capital demonstrates the innovation and diversification of @WJHomes in a volatile market, while the group confirms FY guidance with strong operational delivery in H2. Read more:…

PHAR / Pharos Energy: Positive newsflow – Egyptian consolidation and interim results Positive newsflow from @pharosenergy yesterday as it reaches agreement with EGPC on consolidation of its two licences and releases solid interims, with drilling activity set to pick up in H2.…

THRU | Thruvision: FY25 results – resetting for growth FY25 results for @thruvision were in line with expectations after a tough year for the business, but FY26 has started strongly with a route towards breakeven profitability in FY27 if momentum continues. Read more:…

MTEC | Made Tech Group plc | Video: Full Year 2025 Results Presentation - September 2025 progressive-research.com/videos/made-te… Rory MacDonald, CEO of Made Tech Group, and Neil Elton, CFO, present the group's results for the year ended May 31, 2025, followed by a Q&A session.

SDI | SDI Group plc | Video: Full Year Results Presentation - September 2025 Watch here: progressive-research.com/videos/sdi-gro… SDI Group CEO, Stephen Brown, CFO, Ami Sharma and Head of Corporate Development, James Dimitriou present the group's results for the year ended 30 April 2025,…

STVG | STV Group: Cost actions to underpin recovery prospects Interims from @WeAreSTV show trading remains challenging for advertising and programme commissioning, but operating and financial cost actions should underpin potential to deliver longer-term growth. Read more:…

SDI | SDI Group : Current trading in-line; clear growth trajectory AGM update from @SDIplc reports continuing positive momentum across the portfolio and an improvement in organic growth, with FY26 results expected to be in line with market expectations. Read more:…

VANL | Van Elle Holdings: Project delays reduce short-term prospects Yesterday's update from @VanElleplc indicates FY26E trading and profits will be ‘materially below’ expectations as contract delays have meant the expected improvement across core markets has ‘yet to…

New podcast: Talking Tech Ep. 29 🎙️ 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… George O’Connor & Ian Robertson cover: UK’s “Big Beautiful Trade Prosperity” deal – context vs Europe Oracle’s big leap & echoes of AOL–Time Warner 2000 UK co. news: SThree’s weak…

VIDEO: DFCH | DF Capital Holdings Plc : Half Year 2025 Results Overview Watch here: progressive-research.com/videos/df-capi… DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2025.

New Podcast: Talking Tech Ep.28 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… UK vs US tech valuations – a closer look at Computacenter, Raspberry Pi & Kainos shows the UK’s “p/e discount” is more nuanced than growth. IQE’s warning underlines AIM’s issues, while…