Daily Stock Market Report (Wed 15th April 2026) - Agenda

Good morning!
There are no big overnight moves to report - the FTSE is set to open unchanged at 10,600.
The US and Iran are likely to have face-to-face negotiations in the next two days, before the current ceasefire expires next Wednesday.

Spreadsheet accompanying this report: link.

Company News
Name (Mkt Cap)RNSSummaryOur view (Author)Antofagasta (LON:ANTO) (£38bn | SR73)Q1 2026 Production ReportCopper production down 19.2% to 143kt in Q1 (vs Q4 25). Cash costs up 13.5% to $2.77/lb. Full-year production guidance unchanged for 650,000-700,000 tonnes. Cash cost guidance also unchanged.Standard Life (LON:SDLF) (£7.2bn | SR69)Proposed acquisition of Aegon UKAcquisition for £2.0bn, funded through debt, cash and new shares equivalent to 15.3% of the group’s enlarged share capital. Expect total net synergy of £0.8bn and additional £190m adj op profit contribution by 2029.ROSEBANK INDUSTRIES (LON:ROSE) (£3.7bn | SR13)Update on Intention to Move to Main MarketAdmission to Main Market will take place at 8am on 1 May 26. AIM shares will be cancelled from trading at the same time.Barratt Redrow (LON:BTRW) (£3.7bn | SR51)Third Quarter Trading Update94% forward sold for FY26 (y/e 30 June). Expect...