Welcome to today’s Five at Five – the EOB snapshot of the five most impactful market stories shaping investor sentiment.
1. Diageo shares jump as ex-Tesco boss Dave Lewis hired as CEO
Diageo surged after appointing former Tesco chief Dave Lewis as its new CEO, boosting confidence in a turnaround after months of disappointing performance. Read more…
2. Lazard banker predicts renewed wave of London IPOs in 2026
Lazard’s UK head said the IPO market is poised for a strong rebound in 2026 as rate cuts, improved confidence and stronger valuations attract issuers back to London. Read more…
3. FTSE 100 lifted by miners and Diageo, competition for AIM emerges
London’s blue-chips rallied more than 100 points to a new intraday record as miners helped lead gains and signs of fresh competition for AIM surfaced. Read more…
4. Renewable energy stocks outpace fossil fuel counterparts despite Trump opposition
Research found that clean-energy names outperformed oil and gas stocks as investors bet the sector can withstand political pushback and capitalise on structural global demand. Read more…
5. Buccaneer Energy CEO discusses Allar #1 well results and next steps
CEO Dean Gallegos breaks down drilling outcomes at Allar #1 and outlines the company’s development priorities following the initial results. Watch here…
More small and mid-cap news
Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) has spent £40.9 million on new grocery properties, including a large Tesco in Northern Ireland and ten Sainsbury’s convenience stores. The purchases are expected to boost earnings and extend lease terms as the company reinvests proceeds from its Blue Owl Capital partnership. Read more
Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF)) has upgraded its Phalaborwa resource in South Africa to include yttrium, a key heavy rare earth under Chinese export controls. The company says demand is rising fast, and the update confirms Phalaborwa as a major near-term source of strategic rare earths for Western supply chains. Read more
Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) posted a 52% rise in quarterly revenue to $71.4 million, helped by higher gold prices and stronger sales. Profit and free cash flow surged at the Blanket Mine in Zimbabwe, and the company declared a quarterly dividend of 14 cents a share. Watch more
MP Evans Group PLC (AIM:MPE) says strong palm oil and kernel prices are set to lift full-year revenue and profit. The Indonesia-focused producer reported record crop volumes and solid cash generation, clearing all outstanding loans in the process. Read more
Buccaneer Energy Plc (AIM:BUCE) says its Allar #1 well in Texas reached target depth but didn’t hit commercial hydrocarbons. The well will be plugged, with drilling now moving to the nearby Fouke #4 prospect within the Pine Mills Field. Read more