AIM movers: Hornby continues to rise while Base Resources slumps

The share price of models and collectibles supplier Hornby (LON: HRN) continues to rise following the acquisition of a 8.9% stake by Frasers Group. The Hornby share price soared a further 32.7% to 36.5p, which is 73.8% higher over five days.

Semiconductors designer EnSilica (LON: ENSI) continued its share price recovery following its interim figures. The shares are 24.8% ahead at 63p, which is a 57.5% rise so far this year and it is the highest the share price has been since November. It is still 37% lower over one year. Last December’s placing raised £1.56m at 40p/share. Revenues were 11.5% ahead at £9.6m, but there was a higher pre-tax loss of £309,000. There has been a strong start to the second half with a contract worth more than $35m won from a telecoms customer, which is fully funding engineering fees. The board is seeking additional debt funding due to delayed payments.

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Flow battery storage technology developer Invinity Energy Systems (LON: IES) has secured a new deal with Taiwan-based Everdura, where it will supply the cell stacks and Everdura will handle manufacturing and sales. Performance testing of the first Mistral prototype has been successful and the agreement sets a target of 255MWh of Mistral sales over three years. Additional strategic partners could be announced within six weeks. The share price improved 12.2% to 27.5p.

Disinfection products supplier Tristel (LON: TSTL) doubled its interim dividend to 5.24p/share on the back of strong sales growth and cash generation. In the six months to December 2023, revenues increased from £17.5m to £20.9m, while underlying pre-tax profit improved from £3.08m to £4.13m. UK revenues grew fastest. North American sales of Tristel ULT for ultrasound disinfection have started, but they are still at low levels. The share price is 7.78% higher at 485p.

FALLERS

Base Resources (LON: BSE) generated revenues of $73m, while EBITDA was lower than expected at $15m. The net loss was smaller than forecast because of a lower depreciation charge. There is no dividend. Canaccord Genuity believes that there could be progress with the Toliara mineral sands. Monazite project. The share price slumped 25.9% to 5.375p.

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Lansdowne Oil & Gas (LON: LOGP) has appointed Mantle Law to pursue a claim against the Irish government for its refusal to award a lease undertaking for the Barryroe oil and gas field. Third party finance is being sought. The share price declined 5.26% to 0.09p.

Nexus Infrastructure (LON: NEXS) has delayed its annual results announcement for one week until 7 March. The annual report will not be published early enough to be voted on at the AGM on 27 March. A general meeting will be held to approve the accounts on 16 April. The share price dipped 2.94% to 82.5p.

Sorted Group (LON: SORT) went to a strong premium following the reverse takeover of a developer of delivery software for ecommerce businesses last Monday. Since then, consistent small sales – there was a trade of one share today – have led to a drifting down of the share price. It has fallen 2.17% to 112.5p, which is 21.9% lower over five days. There was £2m raised at 87.5p/share.

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