RC Fornax, Blencowe Resources, Oxford BioMedica, Pantheon International - Small Cap Snapshot

RC Fornax PLC (AIM:RCFX) says it’s well placed as the UK reshapes defence spending. It’s bidding across seven frameworks and has three major agreements in advanced talks. The group joined Aurora’s Evolve network in January and won a UK public sector space contract. A December fundraise added £2.1 million, with £4.5 million in firm FY26 sales visibility.

Blencowe Resources PLC (LSE:BRES) reported more thick, near-surface graphite hits at the Iyan deposit in Uganda. A maiden JORC resource is now expected in the first quarter of 2026.

Oxford BioMedica PLC (LSE:OXB) shares fell 9% despite revenue hitting the top of guidance. Investors are waiting on a possible takeover move from EQT before a looming deadline.

Pantheon International PLC (LSE:PIN, FRA:PAA0) saw NAV dip 1.4% in January as sterling strength weighed, despite a positive performance from its underlying portfolio. The trust bought back shares at a wide discount and still has £291 million in facility headroom.

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