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Robotics and artificial intelligence are rapidly transforming industries from manufacturing to healthcare. BOTZ provides diversified exposure to companies leading this change — including hardware (robot arms), automation software, and AI chips.Read more

Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.Read more

In 2024, MAB reported a significant increase in revenue and pre-tax profit, with revenue rising by 11% to around £266m and adjusted pre-tax profit growing by 31% to about £30.5m. The company has set new medium-term targets, including doubling its revenue from 2024 levels, achieving an adjusted pre-tax profit margin above 15%, exceeding 100% cash conversion, and doubling its market share.Read more

Catalysts About Plus500 Plus500 operates a global multi-asset fintech platform providing OTC trading, futures, options and share dealing services to retail and institutional customers. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Leadership in sustainable funds and global expansion position Liontrust to capture long-term demand and drive growth in diverse markets. Technology integration and improved client strategies boost operational efficiency, supporting higher margins and revenue resilience as market conditions shift.Read more

Catalysts About Vanquis Banking Group Vanquis Banking Group is a specialist UK bank focused on serving underserved customers through credit cards, vehicle finance, second charge mortgages and digitally enabled savings. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Strategic diversification across flagship strategies enhances net margins and profitability, attracting more investor capital allocations. Strong growth in management fee income, alongside increased transaction activity, signals potential future revenue growth as AUM expands.Read more

Key Takeaways Persistent fee compression, rising competition, and regulatory costs are expected to limit Wise's revenue growth and long-term margin expansion. Local digital alternatives and slower global remittance growth risk reducing Wise's addressable market and could challenge optimistic expectations for future performance.Read more

Key Takeaways Strategic improvements in technology and user experience are likely to enhance customer growth and elevate AJ Bell's revenue and assets under administration. Investment in brand building and competitive pricing strategy should boost customer satisfaction and market share, supporting growth in revenues and potentially margins.Read more