MedPal AI (MPAL), the AI-powered integrated digital health and pharmacy group, announced the opening of its new robotic pharmacy dispensing and distribution facility at Sarus Court, Runcorn together with receipt of NHS approval for the new location. Sarus Court will be the Company’s largest pharmacy robotic distribution facility to date and is expected to provide approximately 23,000 sq ft of operational capacity when fully completed.
It will replace the existing pharmacy distribution facility in Runcorn, as set out in the Company’s announcement of 29 April 2026, and operate in addition to the Company’s facility in Swaffham. The facility is being commissioned in phases and will, from this month, process more than 2,000 prescription items per day, with infrastructure designed to support throughput of over 10,000 prescription items per day once fully completed and operational. The new facility benefits from over £1 million of investment in robotics, automation and MedPal AI’s proprietary pharmacy technology stack. The Board of MedPal AI believes this investment, combined with Sarus Court’s scale, workflow design and direct-to-patient operating model, positions the facility to become one of the most sophisticated and lowest-cost pharmacy dispensing platforms in the UK at scale.
Comment: MPAL is rapidly moving to be a colossus in a rapidly growing area, powered by the way that it is a listed company, fully licensed up, and hand in hand with the NHS. This should mean that the present market cap of £25m is just the foothills of where the company’s valuation will be and indeed, should be.
CMC Markets (CMCX) today provides an update on trading for FY2027. As outlined at our FY2026 results, the Group entered the new financial year with strong momentum driven by exponential and exceptional growth in our B2B business. That momentum has continued to build and scale. As a result, CMC now expects net operating income for FY2027 to be at least £550 million, materially ahead of previous guidance of £460 million to £480 million, with EBITDA guidance of £250 million. FY2027 guidance for operating expenses excluding variable remuneration of approximately £280 million remains unchanged. The strength of this performance reflects the scale of our B2B platforms driving operational gearing and delivering higher profit margins as income growth is delivered against a largely fixed cost base.
Comment: One of the few good things about the UK at the moment is the opportunity to invest / trade tax free via spreadbetting. Indeed, if you are one of the 15% who can do so successfully, this county is a tax free paradise in a better way than Monaco or Andorra. It is therefore not surprising that CMCX, with its new Spectre product, is making out like a bandit currently.
Shearwater Group (SWG), the cybersecurity, advisory, and managed security services group, is pleased to announce that Brookcourt Solutions, part of the Shearwater Group plc, has secured a five-year contract expansion valued at approximately £25m with a leading UK-based global telecommunications provider. The agreement extends and expands the long-standing relationship between Brookcourt and its valued customer and will see the continued delivery of the Company’s packet monitoring, forensic analysis and service assurance solution across the provider’s network infrastructure and key strategic clients.
Comment: Given what a big number the five year contract for SWG is, one is somewhat surprised that there has not been a better share price reaction today than what we have seen so far. Perhaps it will be more of a slow burn?
Catenai PLC (CTAI), the AIM-quoted provider of technology and digital solutions, is pleased to announce that Alludium Ltd, its investee company, has been named the founding technology partner for AgenticInvestor, a new open-source platform and community for private-market investors led by Sure Valley Ventures (“SVV”), the specialist AI venture capital firm. AgenticInvestor is an open-source initiative designed to help venture capital firms move beyond AI experimentation and deploy AI agents across repeatable investment workflows. The platform shares practical workflows, tasks, skills and agent blueprints spanning the investment lifecycle.
Comment: Anything south of the recent 0.2p -0.4p trading range does seem a little on the harsh side as far as a stock market rating is concerned, especially given the merits of Alludium. Indeed, the deal with AgenticInvestor highlights how well Alludium fits into its ecosystem.
GSTechnologies Limited (GST), the fintech company, announces, further to the Company’s announcement on 17 June 2026, that it has drawn down the first US$5 million tranche of the US$10 million unsecured term loan facility entered into with Clarivan Group Kommanditbolag. The second tranche of the Facility will be available to draw down between 1 August and 30 August 2026 at the Company’s election.
Comment: Recent months have seen GST moving to get all cashed up for acquisitions, although some more colour on what these deals might be could be helpful. This is particularly so it terms of turning around the share price, albeit the stock does look ready to rally.
ASOS (ASC) today announces that it has signed and completed the assignment of the lease of its Atlanta fulfilment centre and the disposal of the associated automation assets. The lease has been assigned to a global consumer brand and the assets are being purchased by a member of the DHL Group. The Transaction marks a further strengthening of the Group’s financial position, with net proceeds of c.£48m (c.$63m) and annual cash cost savings of c.£6m at current exchange rates (c.$8m).
Comment: We have already seen a decent recovery for the ASC share price, one that has been boosted today in the wake of the latest moves to strengthen the balance sheet. The shares have hit our resistance line target just under 320p, and we can dare to dream of 360p plus year highs as soon as the end of the summer.
Goldplat Plc, (GDP) the AIM listed Mining Services Group, with international gold recovery operations located in South Africa and Ghana, servicing the African and South American Mining Industry, is pleased to announce a positive trading update for the current financial year ending 30 June 2026. As a result of the continued high gold prices and strong volumes, and subject to a number of year-end adjustments, the Board expects that the Group’s results for FY2026 will materially exceed prevailing market expectations.
Comment: Clearly in the wake of the recent spike for gold through $5,000, anyone in the space would have found the environment as easy as falling off a log. Indeed, even with gold at $4,000 now, this should still be the case. The question is whether the best of the boom conditions are already behind us for companies like GDP?
Tooru (TOO), an AIM listed company focused on the branded health and wellness sector, announces its audited consolidated full year results for the year ended 31 December 2025. In essence, since acquisition, Juvela has continued to perform strongly and has achieved the successful launch of OAF, which has now been listed and is selling well in a number of leading retailers. We have also been able to successfully refinance Juvela, raising additional capital and extending the term. Pulsin, with access to additional capital, is rebuilding sales and has reduced operating costs. In line with our stated strategy, we are actively looking at acquisitions, although they will need to meet our exacting criteria for us to proceed. As we have previously announced, 2026 has started in a positive way and we are very much looking forward to implementing our strategy in a meaningful way as the year progresses.
Comment: Given the progress at TOO, and the scalability of what it is doing, one could argue that the market has been and continues to be rather hard on the company. This is especially in share price terms. Presumably, more evidence of sales and perhaps further deal making may right this wrong.
EnergyPathways (EPP), the UK energy transition company, is pleased to announce that, following the award of a Gas Storage Licence for its MESH project, the Licence work programme has been launched, and a site survey is planned for Q3 2026. Formal acceptance of the North Sea Transition Authority’s (“NSTA”) Licence offer marks a significant milestone in advancing the MESH Project. The Company has commenced the Licence work programme and is planning an extensive survey in the East Irish Sea that will provide data to develop both the environmental, geological and seabed aspects of MESH. The survey results will underpin regulatory, engineering and subsurface workstreams as the Company progresses towards the next phase of development.
Comment: After the peak in May for the shares up to 12p, we have seen shares of EPP cool, and it would appear those shouting on social media about the company also. This is somewhat surprising, especially given today’s follow on news. Perhaps the market is waiting on how the project funding process will go from here? Ideally the shares stay on the right side of the 200 day moving average now at 6p.
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.
