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What a great set of results. With further growth to come from liquid and Paediatric formulations

Any thoughts on what might be in tomorrow’s update?

Based on the strong hypothesized results for the H1 2026 period, the share price of Kromek Group Plc (KMK.L) could see an immediate spike toward the 14p–16p range, potentially hitting a new multi-year high.

Rationale for the Potential Spike

The expected results on January 20, 2026, represent a transition point for Kromek, moving from a growth story based on potential to one based on profitability.

Removal of Risk Premium: The primary reason for a spike will be the formal confirmation of profitability (positive EBITDA and pre-tax profit). This removes a significant "going concern" risk that has weighed on the stock for years, attracting a new class of institutional investors who require profitable companies.

Kromek Group Plc (KMK.L) - H1 2026 Results

Kromek is set to announce its interim results for the six months ended October 31, 2025, on Tuesday, January 20, 2026.

Hypothesis: Expect strong results that confirm the company's financial turnaround and new growth trajectory.

Revenue: Expected to report at least £14.5 million in total revenue, a significant increase from £3.7 million in H1 2025.

Profitability: The company is forecast to report a profit before tax and positive adjusted EBITDA, a major shift from a £5.7 million loss a year prior.

Key Driver: A substantial £8.2 million contribution from the Siemens Healthineers agreement will be a primary driver of the increased gross margin.

This article may explain the rise in the SP yesterday. https://www.investegate.co.uk/announcement/rns/jersey-oil-and-gas--jog/corporate-update-/9351706

Following Canon’s acquisition of Redlen in 2021, Kromek became the only independent commercial-scale producer of CZT in the world.

For an OEM like Siemens, GE, or Philips, Kromek is not just a supplier; it is the only place they can go for CZT components without buying from a direct competitor (Canon).

This creates a "defensive" takeover motive: a Tier 1 medical player might acquire Kromek simply to deny its competitors access to the technology.

Kromek is a smart takeover target precisely because its "one product" (CZT) is a foundational enabling technology for two multi-billion dollar industries that cannot function without it. An acquirer isn't just buying a product; they are buying the key to the future of digital medical imaging and homeland security.

Avion maybe the reason this is taking longer than first muted by the CEO. He will have to get a work around with big pharma before any announcements

If the phase III trial delivers,then this company will surely follow in the footsteps of others and be bought out by big Pharma

When you factor in the following stat ,knowing that they may have under dosed the drug

Impact of the 7.6% Remission Rate

The 7.6% full remission rate observed in the previous Phase III trial is highly significant for the drug's commercial profile:

Disease Modification: In a disease where "remission" is rare and typically requires heavy steroid use, achieving full remission in a subset of patients without immune suppression marks P140 as a potential disease-modifying therapy.

Competitive Edge: None of the patients in the placebo group achieved remission in that study. This differentiates P140 from existing treatments that primarily manage symptoms or slow progression.

Standard of Care Potential: If the ongoing trial—using a dose over 20 times higher—can replicate or improve these remission rates, P140 could become a first-line "gold standard" therapy.

Market Potential and Value

Target Market Size: The global Systemic Lupus Erythematosus (SLE) market is projected to reach between $4.26 billion and $5.75 billion by 2030.

Blockbuster Comparisons: Current leading biologics like Benlysta (GSK) generate approximately $2.4 billion annually, while Saphnelo (AstraZeneca) is forecast to reach $1.3 billion by 2031.

The temporary measure in the Circular Letter No. 2.E/HK.03/DJB/2025, allowing limited production up to 25% of a planned 2026 output, provides operational certainty for miners facing RKAB approval delays. This situation directly impacts PYX, which, like other mineral sand producers in Central Kalimantan, has had its licenses suspended due to the transition to the new annual RKAB system

Looks odds on they are going to be able to produce at a reduced level . Should have an RNS soon

Looks like insiders know something is up!!

PYX Resources. The Ministry of Energy and Mineral Resources (ESDM) has allowed mineral and coal mining companies to continue production activities at up to 25% of their planned 2026 output, even if they have yet to receive approval for revisions to their 2026 Work Plan and Budget (RKAB).

The temporary measure is aimed at providing operational certainty for miners amid delays in the approval of 2026 RKABs, following regulatory changes that returned RKAB approvals to an annual basis after a brief shift to a three-year validity period.

Under the RKAB framework, mining companies in Indonesia are required to have an approved RKAB before they can carry out production activities. Starting in 2024, RKAB approvals were valid for three years (2024–2026), replacing the previous annual system. However, the ESDM Ministry last year announced a return to annual RKAB approvals beginning with the 2026 work plan. As of the end of 2025, the ministry had yet to complete approvals for many 2026 RKAB submissions, creating uncertainty for miners preparing to start production this year.

This does not add up!!!

HBR has 500k BOED and a Market Cap of just under £3 billion

And now it buys a company with 34k BOED for about the same price

Can anyone explain how this makes any sense?

Great news today. Including a follow up with suspension formulations

Analyst Price Targets: The current consensus 12-month average price target from analysts for Serica is approximately 244p per share, with some high estimates reaching 320p. A bidder would likely need to meet or exceed the average target to gain shareholder approval.

Looking at the recent activity Serica have no doubt put a target on their backs

The presence of a $500M+ tax shield in a 78% tax environment makes Serica Energy an incredibly rare "tax-advantaged" target.

In the North Sea, where the Energy Profits Levy (EPL) has squeezed margins for most players, Serica is one of the few companies that can actually protect its cash flow. This creates three specific "hooks" that heighten the likelihood of a takeover in 2026:

Immediate Accretion: The Energy Profits Levy (EPL) losses are particularly valuable because they can be utilized immediately upon the completion of the acquisition. Serica acquired approximately $340 million in EPL losses from the Prax deal alone, bringing its total EPL loss pool to over $500 million.

Tax Efficiency: A buyer can set these losses against their own taxable profits from UK upstream operations, significantly reducing their cash tax payments to HMRC for years to come. This effectively makes every dollar of pre-tax profit worth more in post-tax cash flow.

Total Tax Pool: Beyond EPL losses, Serica also holds a total of over $2.14 billion in Ring Fence Corporation Tax (RFCT) and $1.83 billion in Supplementary Charge (SC) losses, which can also be used, subject to standard UK tax rules for acquired companies.

The press are speculating that Donald Trump plans to announce war on Venezuela during his national address Wednesday night. This should help the SP if it happens

Donald Trump plans to announce war on Venezuela during his national address Wednesday night, so it is claimed in the press. This will surely mean a pop for oil prices and possibly Serica

The FTSE up 146 points and this share cannot get off its ass

Does anyone know what will be the next step in the process and when is it likely to be happening ?