Daily Stock Market Report (Mon 11th August 2025) - GEM

Good morning! It's another slightly quieter Monday without the deluge of news that we are used to seeing in the middle of the week.

The Agenda is complete.
Spreadsheet accompanying this report: link (last update: 22nd July).

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)GSK (LON:GSK) (£56.9bn)FDA to review gonorrhea indication for gepotidacinupported by positive phase III trial data, “significant need for new antibiotics for gonorrhoea”.Plus500 (LON:PLUS) (£2.4bn)H1 2025 Interim ResultsEBITDA +1% to $185m, active customers +2%. FY25 outlook in line, $165m shareholder return.Marshalls (LON:MSLH) (£522m)Half year resultsRev +4%, adj PBT -17% to £22m. No signs of improving demand. Outlook unchanged from 25 July.Anglo-Eastern Plantations (LON:AEP) (£379m)Interim Results amp; Share Buyback ProgrammeRev +39%, PBT +78% to $62.6m, driven by higher volume and price. Net cash $245m. £8m buyback.Caledonia Mining (LON:CMCL) (£335m)Q2 ResultsRev +30%, net profit +147% to $20.5m. Net cash $26m, 14c dividend. FY prod on track.Sovereign Metals (LON:SVML) (£210m)Mining Method and Fleet Design Finalsed for DFSFleet will scale from 36 units to peak at 81. Suppliers identified, reviewed w/ Rio-SVM committee.