AIM movers: Filtronic profit upgrade and XLMedia tender offer

Shares in i-nexus Global (LON: INX) rebounded 60% to 2p following last Friday’s approval by shareholders of the cancelation of the AIM quotation. The share price is still lower than before the proposal was announced.

Powerhouse Energy (LON: PHE) has reached mechanical completion of the feedstock testing unit at Bridgend. This means that the waste to hydrogen technology can be demonstrated from next February. The share price rose 9.3% to 1.175p.

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Quadrise (LON: QED) has had a busy December and the latest deal is a material transfer agreement with Panama-based thermal power producer Sparkle Power. Quadrise will install trial equipment at the 50MW El Giral power plant for the production of MSAR and bioMSAR for a diesel engine trial. The economic viability will be assessed. The share price moved ahead 10.5% to 4.465p.

Bradda Head Lithium (LON: BHL) says a notice of intent drilling permit has been approved for the Dragon target at the San Domingo project in the US. Further drilling permits have been applied for in the project area. There should be news from the AI driven mineral sorting of samples from the Jumbo target early in 2025. The share price improved 8.33% to 1.3p.

Cavendish is raising its forecasts for Filtronic (LON: FTC) following its latest trading update. Space and defence demand are propelling growth. Filtronic is providing E-band power amplifiers for ground stations to SpaceX and first half demand was particularly strong. The UK defence review could generate opportunities later in 2025. The 2024-25 pre-tax profit forecast has been raised from £7.7m to £9.6m. The share price increased 6.6% to 76.75p.

FALLERS

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XLMedia (LON: XLM) plans to make a tender offer for shares up to £16m. Assuming a low return form the earnout on the disposal of the European online marketing operations then net cash available for distribution would be equivalent to 10.5p/share. A higher level of earnout could increase the figure to 12p/share, which is roughly double the amount of the tender offer. The share price dipped 23.4% to 9.5p.

Jubilee Metals (LON: JLP) says instability in the electricity supply in Zambia has hampered the Roan operations in particular and copper production guidance may not be achieved. Production guidance for the financial year was 5,850-7,500 tonnes of copper. Significantly enhanced commercial terms have been secured for the acquisition of the large waste rock project. The purchase price has been reduced to $18m, from $30m originally. The share price declined 20.8% to 3.8p.

North Sea oil and gas projects developer Orcadian Energy (LON: ORCA) reported a cash outflow from operations of £490,000 in the year to June 2024. Following recent farm out agreements, the focus of the company is joint venture HALO Offshore UK, which is seeking to acquire producing interests to make use of £52.6m of pre-trading capital expenditure to offset against tax. The share price slipped 19.2% to 10.5p.

Clinical diagnostics company Oxford BioDynamics (LON: OBD) chief executive Dr Jon Burrows has resigned, and Iain Ross is joining as executive chairman. He brings four decades of experience in the sector and the appointment is subject to a £4m fundraising. Oak Securities have been appointed joint broker and have agreed to make a cornerstone investment of £400,000. Cash is required by early 2025. The share price fell 9.67% to 1.084p.

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