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PANMURE LIBERUM: James Halstead: Delivering sector leading returns

Companies: James Halstead plc

Trading at a discount, selling at a premium

Companies: CMB.TECH NV

The toad to recovery, and other stories

Companies: PCT TRY CTPE JEGI AJOT HGT JEDT 3IN VEIL

PANMURE LIBERUM: Prescribed reading: Keep Calm and Carry On

Companies: GNS FDBK AMS SN/ EKF EAH ANCR FUM TSTL HIK CVSG SCLP COG HVO CTEC OXB DXRX NIOX SPI IHC AVCT HCM OHGR AREC MXCT ONT OPT

Morning Note – 5 January 2026

Companies: Touchstone Exploration Inc (TXP:LON)Pharos Energy PLC (PHAR:LON)

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