RC Fornax, Helix Exploration, EMV Capital, Pantheon International, GDP Infrastructure Investments

RC Fornax PLC (AIM:RCFX) finance director Rob Shepherd says the company is now a fundamentally different business. New hires in sales, tech, and governance are driving change, with revenue targeting just shy of £6 million for FY26. The order book is growing, and defence spending clarity could accelerate that further.

HeLIX Exploration (AIM:HEX, OTCQB:HHEXF) just became the first helium producer in Montana. CEO Bo Sears says no other publicly listed helium explorer has hit production in just 22 months from IPO. Three wells are live, with offtake partners visiting the site in coming weeks.

EMV Capital (AIM:EMVC, FRA:NTK1) and portfolio company DName-iT are tackling errors in large-scale DNA sequencing. Think false positives and false negatives at massive scale, the kind of cracks exposed during Covid PCR testing. Commercial pilots are underway, with over 500 samples already prepared.

Pantheon International (LSE:PIN, FRA:PAA0) posted a 4.9% NAV increase and a 26.7% share price rise in its latest half-year. The discount to NAV has narrowed from 40% to 28%, though the team says it's still too wide. It's spent £42.8 million on buybacks and sharpened its manager selection.

GCP Infrastructure Investments (LSE:GCP) is celebrating 15 years since IPO, with a total NAV return of around 183%. CEO Phil Kent explains the portfolio spans renewables, PFI assets, and social housing, all backed by long-term public sector revenues. It's a debt-focused, income-first strategy built around capital preservation.

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