(Alliance News) – Watches of Switzerland Group (WOSG) raised full-year revenue guidance after strong holiday sales, although this was balanced by a trimmed margin outlook, keeping shares on the back foot.
The Leicester, England-based watch and jewellery retailer now expects full-year sales growth at constant currency of 9% to 11%, raised from 6% to 10% previously. In the 52 weeks to April 27, 2025, revenue totalled GBP1.65 billion, representing growth of 8% on-year at constant currency. But the firm tightened earnings before interest and tax margin guidance to a range of down 70 to 90 basis from between flat and down 100bps before. The Ebit margin is expected to improve in the second half of the financial year compared with the first half.
Comment: It would appear that apart from gold, WOSG remains a store of value play in the form of time pieces, and one that is resistant to the cost of living crisis and record high taxation. In fact, the company seems to thrive in such an environment.
Gem Diamonds Limited (GEMD) provided the following Trading Update detailing the Group’s operational and sales performance from 1 October 2025 to 31 December 2025. All operational metrics for FY 2025 are within or ahead of the revised guidance. 20 961 carats were recovered during the Period, resulting in 90 354 carats recovered for the year (FY 2024: 105 012). Nine diamonds greater than 100 carats were recovered in the year (FY 2024: 13). Post Period end, a 193 carat white type II diamond was recovered.
Comment: More diamonds than the opening titles to a James Bond movie, and yet the market has it in its head that diamonds are not its best friend, and the share price remains marked down as a result. One wonders what has to happen in order to change this state of affairs.
Tertiary Minerals plc (TYM) announced laboratory results for the four holes completed during the Phase 3 drilling programme at Target A1 at its Mushima North Project in Zambia prior to the programme being curtailed by the early start to the wet season. Preliminary results from portable X-Ray Fluorescence analysis of drill samples were notified on 13 November 2025. The laboratory analytical results indicate further high-grade silver and copper mineralisation in the north of Target A1, which has a mineralisation footprint of 450m by up to 400m wide area, and remains open to the northwest, south/southeast and at depth.
Comment: Being an explorer / developer these days seems to be as easy as falling off a log, with even TYM now becoming a hot stock. Today’s lab results have been greeted as if the company is the new Rio Tinto.
Cizzle Biotechnology (CIZ), the UK-based developer of diagnostic tests for early-stage cancer, announced that patent applications that claim protection for methods that measure the CIZ1B lung cancer biomarker have been granted by the Canadian intellectual property office. The Company has a strong patent portfolio and continues to seek additional protection in other key markets globally. In addition to its existing patent coverage in the USA, a further application is likely to be granted by the United States patent and trademark office in due course.
Comment: Relative radio silence from CIZ in recent months has meant that the company’s share price remains at the low end of the range, unlike many of its mini biotech peers. This could mean that today’s decent news passes the market by.
Futura Medical (FUM), the consumer healthcare Group behind Eroxon® and that specialises in the development and global commercialisation of innovative and clinically proven sexual health products, provided an unaudited trading update for the year ended 31 December 2025 (FY25). The Company now expects to deliver FY25 revenue of £1.7 million, ahead of previously guided management expectations*. Additionally, net cash at year end was £3.4 million following the successful £2.75 million fundraise in November 2025. As previously announced, under the Company’s existing agreement with Haleon and subject to the granting of a U.S. patent for Eroxon, the Company expects to trigger a milestone payment from Haleon of US$2.5 million during H1 2026; in addition, the Company expects to receive a tax credit refund for FY2025 of approximately £0.3 million.
Comment: One might have thought that due to the saucy nature of the company’s offering, and the high profile counterparties like Haleon, FUM may have received a rather better rating from the market than having its share price on the ground floor. This is especially the case as some cash is coming in, and it is sitting on a reasonable amount as well.
B HODL Plc (AQSE: HODL), the first British company founded for Bitcoin accumulation and revenue generation from the Bitcoin in its treasury, announced further strong results from its Bitcoin yield generation. Over the 31 days in January 2026, the Company has generated a further 0.093 BTC (£5,447 as at 31/01/2026 exchange rate) from its active yield-generating activities, lowering the Company’s average Bitcoin purchase price and increasing sats per share for our shareholders. This compares to the 0.084 BTC generated by the Company over the 31 days in December (£5,471 as at 31/12/2025 exchange rate), bringing the cumulative balance from its active yield generation to 0.288 BTC (£16,867 as at 31/01/2026).
Comment: Given that Bitcoin is languishing at $76,000 and threatening to break down even lower, it may not be the best time for companies to mention their involvement in the asset class which was supposed to be the new store of value. It will be up to companies like HODL to prove their yield generating activities are significant.
Delta Gold Technologies PLC (DGQ), a technology company developing intellectual property in the quantum computing (“QC”) sector, announced that its shares will begin trading today on the OTCQB Venture Market in the United States under the ticker DGQTF. This milestone follows the Company’s successful Admission to trading on the Aquis Stock Exchange Growth Market on 1 December 2025, marking the next phase of Delta’s strategy to expand its global profile, broaden accessibility to international investors and increase trading liquidity.
Comment: Shares of DGQ have jumped from the gate since coming to market, as investors have clearly had the imagination inspired by the quantum computing angle. Presumably, if UK investors are excited about the company, US investors will be even more so. Above recent 26p resistance, we have a technical target as high as 40p by the end of March.
Disclaimer & Declaration of Interest:
The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion.
