LIVEDaily Stock Market Report (Fri 30th October 2026) - Agenda
The price of bitcoin is holding up reasonably well after spooky news for crypto investors: the biggest ever cryptocurrency hack.
Binance describes itself as “the world’s leading cryptocurrency exchange”, number one in both customer assets and trading volume.
Hackers suspected to be from North Korea have raided $6.3 billion of digital assets. So far, these hackers have managed to keep about half of this amount. Binance says that it will cover all losses.
It has c. $150bn of assets under its custody, so it's conceivable to me that it might be able to cover all losses. But even if it does, this incident is going to seriously increase concerns around the security of crypto assets for years to come.
Overnight market movements:
The FTSE is up 0.5% at 10,770
S&P 500 is down 0.8% at 7,658
Brent crude (January) is up 1.2% at $112.10/bbl
Gold is down 0.9% at $3,985/oz
Bitcoin is down 0.6% at $78,300
The table is complete.
Companies Reporting
Name (Mkt Cap) | RNS | Summary | Our view (Author) |
|---|---|---|---|
AstraZeneca (LON:AZN) (£202bn | SR56) | AstraZeneca reconfirms Total Revenue and Core EPS guidance for FY 2026 at constant exchange rates. Core EPS is expected to increase by a low double-digit percentage | ||
BP (LON:BP.) (£98bn | SR98) | Profit for the period attibutable to shareholders $4,696m (Q2: $3,911m). "bp now expects reported upstream production to be 2,210 to 2,250mboe/d, compared with the 2025, 2,312mboe/d." | ||
Vodafone (LON:VOD) (£27bn | SR90) | Societe Generale S.A. has completed the acquisition of a 50% shareholding in Vodafone's fibre joint venture in Germany, OXG. | ||
Natwest (LON:NWG) (£55bn | SR70) | "...we reaffirm the outlook provided in our H1 2026 results, with the enhancement that we now expect RWAs to be around £210 billion on 1 January 2027 including the impact of Basel 3.1. | ||
Airtel Africa (LON:AAF)(£9.9bn | SR65) | Revenue +28.2%, profit after tax +20.5% ($452m). Underlying EBITDA +23.5% ($1,921m). "Supported by a strong balance sheet and robust cash generation, we remain confident in the opportunities ahead." | ||
Filtronic (LON:FTC) (£505m | SR29) | "The contracted order book gives significant revenue cover for the current financial year, as well as increased visibility for outer years. This provides the Board with confidence in delivering in line with market expectations." | ||
MHA (LON:MHA) (£393m | SR64) | he Group remains on track to deliver a full-year performance in line with market expectations. | ||
Mobico (LON:MCG) (£242m | SR92) | 46 pence in cash for each Mobico Share held (55.1% premium to the price before the Offer Period began). | TAKEOVER | |
Sylvania Platinum (LON:SLP) (£221m | SR91) | The Group is still targeting annual production of 85,000 to 95,000 4E PGM ounces and 110,000 to 140,000 tons of attributable Chrome concentrate for FY2027. | ||
Berkeley Energia (LON:BKY) (£192m | SR28) | BEL (Berkeley Exploration) "remains committed to the Salamanca Project and continues to be open to a constructive dialogue with Spain. BEL is ready and open to collaborate with the relevant Spanish authorities to find an amicable resolution to the permitting situation and remains hopeful discussions can take place in the near term." | ||
Kore Potash (LON:KP2) (£181m | SR28) | "Activities in the third quarter have largely focused on clarifying the position of the Mining Convention relative to the new Mining Law in the RoC (Republic of Congo. This is essential to enable the Formal Sale Process to proceed." | ||
Rentguarantor Holdings (LON:RGG) (£172m | SR41) | 9-month period: revenue up 656% to £13m. No of contracts up 395% to 11,608. Adjusted EBITDA £5.85m. Adjusted net profit £5.93m. | ||
GreenX Metals (LON:GRX) (£155m | SR16) | Tannenberg Copper Project (Germany): Exploration Target of 144 to 279 Mt at 0.9% to 1.4% Copper and 15 to 21 g/t Silver for 1.3 to 3.9 Mt Copper and 69 to 188 Moz Silver, which "demonstrates potential for a globally significant copper endowment at Tannenberg." | ||
Sovereign Metals (LON:SVML) (£141m | SR12) | "Scoping Study Confirms Kasiya's Potential as a Globally Significant and Strategic Source of Critical Rare Earths... a simple, capital-efficient circuit to recover 2,626tpa of monazite rare earth concentrate (REC) containing 1,485tpa of total rare earth oxides (TREO) at steady state..." | ||
First Tin (LON:1SN) (£71m | SR32) | No revenues, £1.6m operating loss. "Post-period end, an updated Definitive Feasibility Study ("DFS") for the Taronga Tin Project was completed which, combined with a projected phase 2 extension to the life of mine, confirmed that Taronga has become a substantially more valuable project since the publication of the original DFS in 2024." | ||
Edx Medical (LON:EDX) (£33m | SR1) | Professor Michael John Owen, a leading life sciences industry figure, appointed non-executive Chairman. | ||
Zenith Energy (LON:ZEN)(£25m | SR19) |
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17 comments
Good morning. This is not related to today’s DSMR, but I wanted to share my experience of potential attempted theft of my investments (nothing to do with Stocko).
On 3rd October 2026, I asked IG Group to initiate the transfer of my Stocks and Shares ISA to them from Freetrade. A couple of days later, I received an automated message from Freetrade asking me to confirm that I wished to carry out the transfer, to which I responded yes.
On or around 12th October, IG notified me that they had received the transfer documents from Freetrade, and that a transfer date of 26th October, with a settlement date of 28th October had been agreed between the two companies. At this stage I was completely happy and there was nothing amiss.
Then unexpectedly on the 28th October I received another automated message from Freetrade, the same as the one I'd received on or about 5th October, asking if I wished to proceed with the transfer. Because I was annoyed that by sending this message again Freetrade seemed to be trying to delay the transfer, I replied "I've already answered this. Yes, go ahead". Then, in the same message thread, I sent a follow up to that (with a screenshot of IG's message) stating that the transfer should be being completed on this date i.e. 28th October. Freetrade replied and said that the latest message was for a request to transfer my Stocks and Shares ISA from them to Interactive Brokers (I hadn't read their message carefully enough - lesson learnt) and indeed their message did say IBKR (Interactive Brokers). This completely shocked me, as I don't have an account with Interactive Brokers, and I certainly hadn't asked for my ISA to be transferred to them.
I immediately replied and told Freetrade that under no circumstances should they agree to the request from IBKR, and I'm glad to say the correct transfer went through last night (29th October) from Freetrade to IG group as originally requested. So at least my money got to where it should have. Phew.
The mystery and quite worrying thing now is how Interactive Brokers had details of my holdings with Freetrade, including my Freetrade account number. I certainly did not furnish them with that information. Has my Freetrade account been hacked? How do I find out how Interactive Brokers got that information?
I have logged a case with the FCA , and have also written to the Interactive Brokers email to ask how they have my Freetrade details. I'm waiting for a response from them.
I’ve also completed a report with the ‘Report Fraud’ website.
I'm an ex-building society senior manager, so being careful around account security and being aware of potential financial frauds is something I'm familiar with, but not necessarily up to date on.
In posting this, I’d urge everyone to double check their account security, including maybe changing passwords if you haven’t done so recently.
I apologise for posting this here, and appreciate this might not be the best forum for it. Please remove if you wish.
Interactive brokers now do the back end administration for IG. However, why on earth Freetrade would be transferring to them, I have no idea.
That's extremely interesting and helpful thank you. It might be a simple admin cock up then, rather than something more sinister? Hope so.
Freetrade did have a data leak in September, you can look it up (I dont know whether this would have affected you). This sort of thing is probably only going to increase in frequency, I notice that spam emails are now more targeted - so that they know that I am a customer of a certain bank / utility - making the probability that I reply in haste believing it to be genuine much more likely.
Helvellyn as a holder of Bloomsbury Publishing (LON:BMY) I much enjoyed your excellent post this morning.
I have been building my position in Bloomsbury in anticipation of what looks like a truly spectacular launch for Sarah J Maas latest fantasy book. I have to admit I have no clue what she writes about other than “ fantasy”.
Today's "Daily Stock Market Reporrt" has a pleasingly piratical tone. Arrrr...
The Binance news is a helpful reminder to make sure we've improved the security of our own accounts. While it sounds like the cause was a compromised employee laptop, there are other security measures to be mindful of.
IG are particularly bad at reminding users to use two factor authentication, whereas other providers require it as mandatory.
Stay safe!
I'm not sure how we can stay safe when a company like Binance can get hacked for huge monies so easily. Its a question of effort by hackers - if the incentive is high enough they will get it. Bitcoin has sometimes been referenced as the new gold - so much - but how safe is your bitcoin really!?
Can someone explain to me why gold has been falling like a stone and hasn't behaved like a safe haven at all!? I don't buy into the interest bullshit!
Ben - have a listen to Merryn Somerset Webs Podcast of 12th October - plenty of sensible commentary in there.
https://podcasts.apple.com/gb/podcast/merryn-talks-money/id1654809850?i=1000795876764
Simple.
Plenty of commentators on the Ukraine war will tell you that Russia has spent its sovereign wealth fund and sold most of its gold. Banks are going bust with defaulters on loans, Ukraine is daily hammering factories with drone attacks and they are having to print money to get recruits for what they still like to call an army, who will last 20 mins on the battle field.
Sylvania Platinum's trading update is positive - https://www.londonstockexchange.com/en/news/article/SLP/quarterly-report-30-september-2026/fafe-34-c0-db-b4-49ed85
Someone tell the LSE that I don't like their updated flashy RNS releases website - I don't like the fact that I only have 20 rns on a page and have to click repeatedly to check each page - don't fix what is not broken.
Totally agree. It is a shambles and I have stopped using it.
Someone tell the LSE that I don't like their updated flashy RNS releases website - I don't like the fact that I only have 20 rns on a page and have to click repeatedly to check each page - don't fix what is not broken.
As the break happened at the same time as the PHP bug announcement my guess is that this isn't a planned update but a temporary workaround while the devs deal with higher priority (i.e. not free) stuff. In the meantime try https://sparklive.lseg.com/results?tab=news
timarr
Sylvania Platinum (LON:SLP) good update but platinum price has lost key support and looks set to fall from here. Signs that industrial demand is weakening?
Bloomsbury Publishing (LON:BMY) FWIW good reports of sales of Sarah J Maas latest release.
Sales for Sarah J. Maas’s highly anticipated new book, A Court of Splintered Harmony, have been "simply staggering" since its launch this Tuesday, 27 October 2026. [1, 2]
The release—the sixth installment in her massively popular A Court of Thorns and Roses (ACOTAR) series and the first in five years—has triggered massive consumer demand and global fan mania: [1, 2, 3]
The monumental launch is expected to comfortably drive Bloomsbury toward its record fiscal year revenue target of $474.7 million, especially with the seventh book (A Court of Forgotten Melody) trailing closely behind for a 12 January 2027 release. [1, 2]
Great results from BP