{"id":134978,"title":"RNS Hotlist with Zak Mir: ABF, CPAI, SEEN, CRTX, LIKE, G4M, THG & ROCK","publisher":"Share Talk","author":"sharetalk","published":"2026-04-21T09:59:25+00:00","modified":"2026-04-21T09:59:25+00:00","canonical_url":"https://www.share-talk.com/rns-hotlist-with-zak-mir-abf-cpai-seen-crtx-like-g4m-thg-rock/","markdown_url":"https://www.share-talk.com/rns-hotlist-with-zak-mir-abf-cpai-seen-crtx-like-g4m-thg-rock.md","json_url":"https://www.share-talk.com/rns-hotlist-with-zak-mir-abf-cpai-seen-crtx-like-g4m-thg-rock.json","category":"Stock Market Watch","categories":["Stock Market Watch"],"tags":["ABF","Associated British Foods","Capai","CPAI","Crism","CRTX","G4M","Gear4music","LIKE","Likewise","Primark","Rock","Rockfire","Seeen","SEEN","THG"],"featured_image":"https://i0.wp.com/www.share-talk.com/wp-content/uploads/2025/11/ZAK-MIR-17-NOV-2025.webp?fit=1200%2C800&quality=80&ssl=1","format":"news","language":"en-GB","content":"(Alliance News) – **Associated British Foods (ABF)**  on Tuesday said it plans to demerge its fast-fashion retail business, Primark, as the group reported lower-than-expected half-year profit and soft trading at its Sugar business. The decision follows a strategic review, announced by the London-based food processing and clothing retailing business last November.\n\n[Author ](https://twitter.com/ZaksTradersCafe)[@ZaksTradersCafe](https://twitter.com/ZaksTradersCafe)\n\n**Comment:** The question here is how many years too late this demerger move has been? 10 years, 20 years? Perhaps when Primark bought stores from Littlewoods in 2004? Answers on a postcard.\n\n**capAI plc (CPAI)** provided a trading and strategic update ahead of its Annual General Meeting to be held today, Tuesday 21st April 2026. The Company reports continued strong execution across its platform portfolio and is now entering a key inflection point, with multiple products transitioning from development into live user availability. CPAI said “We are now seeing the transition of our core platforms from development into live deployment, which is a critical step in validating both their technical capability and commercial potential. At the same time, we continue to apply our disciplined venture approach to the evaluation of new opportunities, including in AI-enabled longevity and healthcare, where we believe there is significant long-term value creation potential. We look forward to providing further updates as these initiatives progress.”\n\n**Comment:** Of course, everyone and their mother is in on investing in AI. This has tended to fallen flat in the UK to date. But perhaps in CPAI we are seeing a company standing out from the crowd? At least in terms of today’s share price bounce.\n\n**SEEEN plc (SEEN),** the global media and technology platform focused on AI-powered video optimisation, engagement and monetisation, announced that it agreed to acquire 100% of the shares of  Streaming Limited, trading as MEDIAL , from its shareholders, principally Robert Thomas, for total maximum consideration of approximately £1.2 million.\n\n**Comment:** SEEEN was on the case even before AI powered video optimisation, and will no doubt be on the case when never tech enters its space. At least this latest acquisition stands a chance of helping move the dial / scale up the business.\n\n**CRISM Therapeutics (CRTX),** a UK clinical-stage drug delivery company focused on the localised and sustained delivery of chemotherapy drugs, announced positive preclinical results for its Docetaxel-ChemoSeed implantable drug delivery technology, demonstrating significant anti-tumour activity, evidence of dose response, and a favourable tolerability profile compared to standard systemic docetaxel in a prostate cancer model. Prostate cancer, the most prevalent cancer in men, is the second programme in CRISM’s pipeline of product opportunities using the implantable ChemoSeed drug delivery platform.\n\n**Comment:** It is a shame that for some reason men seem to care less about prostate cancer than say, having to go to work, pay the mortgage, or of course, go to the pub. Similarly, the market does not seem as wowed by companies on the stock market making progress in the prostate cancer field.\n\n**Likewise Group plc (LIKE),** the fast growing and progressive Flooring Distributor in the UK, made the following updates: Likewise has acquired the freehold of a 2nd Distribution Hub in Leeds for £3.0 million. Total Group Revenue in the first 3 months to 31 March 2026 has increased to £44.2 million, up 15.2% against the corresponding period last year, with April month to date showing a similar positive trend. This represents significant increases in market share and notwithstanding the worldwide uncertainties, provides confidence in the Group achieving its future objectives.\n\n**Comment:** Although LIKE has been a steady pair of hands in terms of its performance since listing on the stock market, it would appear that its heady mix of being a progressive floor distributor is not even exciting enough for those looking for a boring investment. But at least the metrics continue to improve well.\n\n**Gear4music  (G4M),** the largest UK based online retailer of musical instruments and music equipment, today announced a year-end trading update covering the 12 months to 31 March 2026. G4M said “We are pleased to report that strong revenue growth continued during Q4 FY26, contributing to an excellent full-year financial performance, driven by the execution of our revised growth strategy announced in June 2024. Higher revenues and improved gross margins, combined with disciplined cost control, have driven at least an 80% increase in EBITDA in FY26 and a significant improvement in profit before tax to at least £9.7m, up from £1.6m in FY25.”\n\n**Comment:** It would appear that would be Taylor Swifts are ensuring that G4M continues to thrive even in the middle of a cost of living crisis, and even though the biggest bump here was during the pandemic when frustrated Jimmy Pages swapped air guitars for real ones.\n\n**THG (THG)** announced its first quarter trading statement for the period ended 31 March 2026. Strongest Group Q1 revenue growth since Covid 2021 (+7.0%). THG Beauty revenue growth accelerated to +5.8%, driven by a strong US performance and 7% order growth in the core UK market. THG Nutrition revenue growth of +8.8% (+12.1% ex-Asia). Full year guidance reiterated.\n\n**Comment:** THG seems to be slowly leaving the station as far as its somewhat difficult relationship with the stock market, doing it via simply getting on the job and proving it wrong. Perhaps this is an approach that many should copy.\n\n**Rockfire Resources plc (ROCK),** the base metal, critical mineral and precious metal exploration company, provides the market with a drilling update from Rockfire’s 100%-owned Molaoi zinc deposit in Greece. Diamond drilling to upgrade the Inferred Resource to Indicated Resource status continues with hole HMO-015 successfully completed and drilling of hole HMO-016 currently in progress. Rockfire is pleased to announce that a strong zone of mineralisation was intersected in hole HMO-015 based on portable X-Ray Florescence (“pXRF”) readings of drill core.\n\n**Comment:** Perhaps rather surprisingly, the market remains relatively non-plussed by ROCK’s drilling activities / results, with the shares continuing to be nestled at the low end of the range. One wonders what can be done to move the dial? Actually, that is a rhetorical question.\n\n![](https://www.share-talk.com/wp-content/uploads/2023/11/Zak-Mir-@ZaksTradersCafe-_-Twitter-Google-Chrome-2022-09-11-at-11.06.02-AM-291x300.jpeg)\n\n[Author ](https://twitter.com/ZaksTradersCafe)[@ZaksTradersCafe](https://twitter.com/ZaksTradersCafe)\n\n**Disclaimer & Declaration of Interest:**\n\nThe 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."}