Key Information - The exempt principal trader involved is Investec Bank plc [1] - The offeror/offeree related to the relevant securities is Apax Global Alpha Limited [1] - The date of the dealings was July 21, 2025 [1] Dealings by the Exempt Principal Trader - Total purchases of ordinary securities amounted to 2,056,411 units, with the highest price per unit at 163.296 and the lowest at 156.4 [3] - Total sales of ordinary securities amounted to 1,809,485 units, with the highest price per unit at 164 and the lowest at 139.8 [3] Other Information - There are no indemnity or option arrangements related to the relevant securities [9] - There are no agreements or understandings regarding voting rights or future acquisition or disposal of relevant securities [10] - The date of disclosure for this information is July 22, 2025 [10]

Core Insights - Eviden has been selected by the European Commission to provide a technical platform for the AtLaS project, which focuses on Human Language Technology in defense [1][2] - The AtLaS project aims to enhance defense communication and intelligence gathering by developing resilient systems that can handle low-quality and multilingual data [2][3] - The project is funded by the European Defence Fund, which supports collaborative defense projects across Member States [5] Company Overview - Eviden, part of the Atos Group, generates approximately €1 billion in revenue and operates in 36 countries, focusing on advanced computing, cybersecurity, mission-critical systems, and vision AI [6][8] - The company employs around 4,200 professionals and holds over 2,100 patents, providing innovative solutions in AI, computing, security, and data [7] - Atos Group, the parent company of Eviden, has about 72,000 employees and annual revenue of approximately €10 billion, positioning itself as a leader in digital transformation and cybersecurity [8]

Core Insights - Telix Pharmaceuticals reported a significant increase in Q2 2025 revenue, reaching approximately $204 million, a 63% increase year-over-year, and reaffirmed its FY 2025 revenue guidance of $770 million to $800 million [3][6][22]. Financial Performance - Group revenue for Q2 2025 was $204 million, compared to $125 million in Q2 2024, marking a 63% increase. Revenue for Q1 2025 was $186 million, showing a 10% increase quarter-over-quarter [3][6]. - Global Illuccix® revenue was $154 million in Q2 2025, up 25% from $123 million in Q2 2024, and slightly increased by 2% from $151 million in Q1 2025 [3]. - RLS revenue reached $46 million in Q2 2025, with no revenue reported in Q2 2024, and a 39% increase from $33 million in Q1 2025 [3]. Business Highlights - Dose volumes for Illuccix rose 7% quarter-on-quarter in the U.S., indicating strong market demand despite competitive pricing pressures [4]. - The launch of Gozellix in the U.S. has commenced, with the product assigned a Level II HCPCS code, a key step towards reimbursement [6]. - The ProstACT Global Phase 3 trial achieved a milestone with all 30 patients consented for Part 1, and the trial is expanding into China, Japan, and Canada [7]. Therapeutics Development - TLX591 (Lu-rosopatamab tetraxetan) is progressing in its Phase 3 trial, with dosing completed for patients in two of the three arms [7]. - TLX592 (Ac-PSMA-RADmAb) has submitted an application for a Phase 1 study in Australia [7]. - TLX101 (I-iodofalan) received HREC approval in Australia for an international pivotal trial [7]. - TLX250 (¹⁷⁷Lu-DOTA-girentuximab) is enrolling patients in a Phase 1b/2 clinical trial for clear cell renal cell carcinoma [7]. Regulatory and Corporate Updates - Telix is cooperating with the U.S. SEC regarding a subpoena for documents related to its prostate cancer therapeutic candidates [11][12]. - The company has received country-level approvals for Illuccix in multiple European countries and is launching on a market-by-market basis [13]. - Telix has completed enrollment for the Illuccix China Phase 3 study, aiming for marketing authorization in Q4 2025 [13]. Manufacturing and R&D - Telix announced a GMP manufacturing facility in Yokohama, Japan, enhancing its global manufacturing strategy [14]. - The TMS facility in Brussels South, Belgium, has produced its first GMP commercial radiopharmaceutical doses [14]. - The company expects a 20% to 25% increase in R&D expenditure for FY 2025 compared to FY 2024 [22].

Core Insights - GAM Investments has appointed Karim Carmoun as Managing Director to lead its operations in France, Benelux, and Monaco, marking a significant step in its European growth strategy [1][2] - The appointment is supported by NJJ Holding SA, the private investment group of French entrepreneur Xavier Niel, who is also GAM's majority shareholder [2] - Under new leadership, GAM is focusing on its Specialist Active, Alternatives, and Wealth Management capabilities, aiming to provide clients with access to top-tier investment talent and differentiated strategies [3][4] Company Strategy - GAM's strategy involves combining in-house expertise with high-quality partnerships to connect professional investors to unique sources of return, supported by a global distribution platform [3][6] - The firm aims to re-establish its presence in strategically important markets such as France, Benelux, and Monaco, leveraging Karim's extensive experience in asset management [5][4] - GAM's investment focus includes high-conviction equity, multi-asset, and fixed income strategies, as well as hedge funds, alternative credit, insurance-linked securities, and private markets [5][6] Leadership Background - Karim Carmoun brings over 20 years of experience in asset management, having previously served as CEO of Robeco France and held senior roles at Fidelity, Crédit Agricole, and BNP Paribas [4][5] - His client-centric approach and ability to navigate market changes are expected to enhance GAM's relationships with professional clients in the region [4][5] Company Overview - GAM Investments is a global investment platform with total assets under management of CHF 16.3 billion as of December 31, 2024, and operates in 14 countries [7] - The firm is headquartered in Zurich and was founded in 1983, focusing on delivering distinctive investment solutions across its Investment and Wealth Management businesses [7]

Core Insights - Datavault AI has formed a strategic partnership with Burke Products to support defense and aerospace programs, leveraging Datavault's data technologies and Burke's manufacturing capabilities [1][3][9] - The partnership is expected to generate revenues from existing contracts in 2025 and expand into product offerings by 2026 [1][4] - Global defense spending is projected to exceed $2.2 trillion in 2025, with a focus on secure data solutions and advanced tracking, areas where Datavault AI is positioned to provide innovative solutions [4][9] Company Overview - Datavault AI Inc. specializes in data visualization, valuation, and monetization technologies, with a focus on AI-driven data experiences in the Web 3.0 environment [11] - The company’s technology suite includes patented solutions in acoustic science and data science, aimed at various industries including defense and aerospace [11] - Burke Products is a minority-owned manufacturer with over 59 years of experience in providing high-precision components for the defense sector, maintaining relationships with major clients like Lockheed Martin and Raytheon Technologies [12] Partnership Details - The collaboration will integrate Datavault AI's proprietary technologies, including ADIO® tone technology, into Burke's existing systems, with future phases potentially involving digital twin modeling and blockchain tools [5][9] - The partnership aims to enhance mission-critical systems through innovative solutions in acoustic sciences and secure data management [5][8] - Both companies emphasize a shared vision for scalable, American-built solutions that address complex challenges in the defense sector [8][10]

Core Viewpoint - LHV Group demonstrated strong financial performance in Q2 2025, achieving a net profit of 30.8 million euros, a 6% increase from the previous quarter, despite lower interest rates impacting revenue [1][5][8]. Financial Performance - LHV Group's consolidated revenue for Q1 2025 was 73.9 million euros, reflecting a 7% decrease from the previous quarter and a 14% decrease year-on-year [3]. - The net interest income for Q2 2025 was 57.6 million euros, while net fee and commission income was 15.6 million euros [3][7]. - Total expenses for Q2 2025 amounted to 40.5 million euros, an 8% increase from the previous quarter and an 11% increase year-on-year [3][7]. - The consolidated net profit for the first half of 2025 was 59.9 million euros, a decrease of 24% compared to the same period last year [5]. Asset and Loan Portfolio Growth - As of June 2025, LHV Group's consolidated assets reached 9.38 billion euros, a 10% increase from the previous quarter and a 28% increase year-on-year [4]. - The loan portfolio increased by 269 million euros (6%) in Q2 2025, totaling 5 billion euros, with a year-on-year increase of 1.1 billion euros (28%) [4][19]. - Consolidated deposits rose by 760 million euros (12%) to 7.36 billion euros [4]. Subsidiary Performance - All subsidiaries of LHV Group were profitable in Q2 2025, with LHV Pank earning a net profit of 29.7 million euros [2]. - LHV Kindlustus reported a 62% increase in net profit compared to the previous quarter, although it was slightly below the financial plan [15]. - LHV Bank Limited in the UK saw its loan portfolio grow by 79 million euros to 569 million euros [12][14]. Client Growth and Services - The number of clients at LHV Pank increased by 8,300 in Q2 2025, with deposits rising by 576 million euros [9]. - An innovative banking service, LHV Premium, was launched, combining banking, insurance, and travel services [9]. - The mobile bank for retail banking was launched, attracting 1,000 clients and 17 million euros in new deposits [14]. Market Position and Ratings - LHV Group is well-capitalized, having issued AT1 bonds worth 50 million euros and unsecured bonds worth 60 million euros in Q2 2025 [18]. - Moody's Ratings upgraded LHV Pank's covered bond programme to the highest level, Aaa, reflecting the group's strong financial position [18].

Core Points - Vallourec has signed an exclusive sale agreement with VINCI Immobilier for the Déville-lès-Rouen site, marking a significant milestone in the selling process [1][6] - The sale follows a major decontamination and rehabilitation process initiated by Vallourec since 2023, fulfilling commitments to local officials [2] - VINCI Immobilier's project aims to transform the site into a business hub, creating 300 jobs and providing spaces for local businesses [4] Company Overview - Vallourec is a leader in premium seamless tubular solutions, serving energy markets and demanding industrial applications, with nearly 13,000 employees across more than 20 countries [7] - VINCI Immobilier, a subsidiary of the VINCI Group, operates in property development, managed residences, and real estate services, focusing on urban planning and sustainable development [9][10]

Group 1 - Aalberts has repurchased 2,500 shares from July 14 to July 18, 2025, for a total of EUR 80,592.48, averaging EUR 32.24 per share [1] - A cumulative total of 2,004,824 shares has been repurchased under the buyback program, amounting to EUR 59,799,126 [2] - The share buyback program is authorized by the AGM held on May 23, 2024, and complies with Market Abuse Regulation 596/2014 [3] Group 2 - The buyback program is part of a larger initiative announced on February 27, 2025, with a total budget of EUR 75 million, expected to conclude by October 24, 2025 [1][2] - An intermediary has been engaged to conduct the share repurchases in the open market, independent of Aalberts [2] - The shares repurchased are intended to be cancelled following the buyback [1]

Forecast FY 2025 direct result per share (DRPS) raised to € 1.75-1.85 from € 1.70-1.80€ 108m of non-core assets sold at book valueContinued operational improvements in core portfolio: +6% like-for-like net rental income growth and +2% retailer sales growthDebt profile further strengthened through € 125m refinancing, partially with inaugural European Private Placement (EUPP)Fitch credit rating BBB with stable outlook reaffirmedFirst Dutch joint venture with Sofidy on Stadshart Zoetermeer2025 Full Service Cen ...

Hydro’s adjusted EBITDA for the second quarter of 2025 was NOK 7,790 million, up from NOK 5,839 million in the same quarter last year. The results increased from higher aluminium and energy prices, and realization of previously eliminated internal profits. This was partly offset by negative currency effects and higher raw material costs, mainly driven by higher alumina cost. Hydro generated NOK 5 billion in free cash flow, while the twelve month adjusted RoaCE ended at 12 percent. Strong results amid uncer ...