News blog

AIM 50 Digest 6 June 2025

BY: Andrew Hore |
POSTED: 08/06/2025 |

Rockhopper Exploration (RKH) published an independent resource evaluation for the Sea Lion project in the North Falkland Basin. The gross 2C resource is still 917mmbbls. Rockhopper Exploration’s 35% stake for development pending 2C resources is $1.84bn. However, the Italian arbitration annulment outcome was unsuccessful. The Italian government has had the previous award annulled so the second tranche payment will be nil. There will be a claim under the insurance policy. The insurance payment should be at least Euro31m.
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An AGM trading update from Fevertree Drinks (FEVR) reports that trading is in line with expectations with low single digit revenue growth. The underlying EBITDA margin is 12%. There is market share growth in the US. The 10% US tariff will be shared between the company and new distributor Molson. Local production has started in Australia. Share buybacks continue.
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Hotel, catering and workwear linen hire services provider Johnson Service Group (JSG) has confirmed its plan to move back to the Main Market. It has been on AIM since June 2008. No new money will be raised in the move, which should happen in early August. The share buyback programme has been doubled to £30m. So far, £10.4m has been spent. Octopus Investments has sold its 7.99% stake. This may have been part of the AIM IHT relief portfolio. Fidelity has taken a 6.6% shareholding.
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Young’s and Co (YNGA) increased full year revenues by one-quarter to £485.8m, while pre-tax profit edged up from £49.4m to £51.6m. Net debt was £248m at the end of March 2025. NAV is £12.47/share. Good weather has helped trading in the new year.
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M and C Saatchi (SAA) is acquiring Dune 23 Sport and Entertainment Sports Events Marketing, a Middle East based business. Saatchi chief executive Zaid Al-Qassab bought 43,597 shares at 172p each.
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Arbuthnot Banking Group (ARBB) stated at the AGM that trading was in line with expectations in the first four months of the year. Activity is showing signs of picking up. There were loan and lease assts of £2.36bn at the end of April 2025. Deposits rose 3% to £4.26bn. There was an annualised 17% increase in assets under management in the wealth management division. Shore Capital forecasts a dip in full year pre-tax profit from £35.1m to £28.5m. That assumes a further 0.25 of a percentage point cut in interest rates.
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FD Technologies (FDP) increased annualised recurring revenues rose 13% to £81.8m by the end of February 2025. The loss increased from £20.3m to £29.1m.
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Cohort (CHRT) says trading in the year to April was in line with expectations and the order book is worth £230m and provides 80% cover for current year expectations. Net cash was £5m at the end of April 2025 and since then the £8m sale of the transport division has been agreed.
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Ashtead Technology (AT.) says record key customer backlogs provide confidence for future prospects. The move to the Main Market should happen later this year.
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Advanced Medical Solutions (AMS) has appointed Berenberg as joint broker alongside Investec, which is also nominated adviser. NIOX Group (NIOX) has appointed Singer as broker, alongside its role as nominated adviser.
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CVS Group (CVSG) chairman David Wilton bought 1,000 shares at 1247.6p each.
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Liontrust Asset Management has reduced its stake in Everplay Group (EVPL) from 13.2% to 9.88%.

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AIM 50 Digest 6 June 2025

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