r/UkStocks

Hi all,

What are your thoughts on OpenAI going live on Friday? Do you plan to invest, and what’s your reasoning behind that decision?

MEDPAL AI (MPAL) has launched New Health, a dedicated consumer sub-brand focused on the fast-growing GLP-1 weight management and broader peptide medicines market, backed by a £1.3 million national marketing campaign. The company said the launch is designed to sharpen its position in the competitive private weight-loss market ahead of a potential UK approval for Novo Nordisk’s oral weight-management pill later this year.

New Health will operate separately from MedPal AI’s broader clinic and consumer platform, acting as a specialist front-end brand while continuing to use the company’s existing regulated healthcare infrastructure, including AI-assisted intake, clinician assessments, pharmacy dispensing and patient monitoring.

The marketing campaign will run over six months, with digital channels expected to be a key focus as MedPal seeks to drive traffic to its new consumer websites and grow recurring patient numbers. Management said performance will be tracked closely across consultation volumes, conversion rates, customer acquisition costs and retention, allowing spend to be adjusted depending on commercial returns and clinical capacity.

Meanwhile, the company pointed to strong sector tailwinds, citing forecasts for rapid growth in UK prescription weight-loss medicines and the possibility that oral GLP-1 treatments could broaden demand by attracting patients reluctant to use injectable therapies. MedPal added that New Health will be supported by its existing NHS-contracted dispensing hubs and supply agreements with Eli Lilly and Novo Nordisk.

MedPal AI’s Founder and Chief Executive Officer Jason Drummond said: “New Health is a focused sub-brand within MedPal AI for a specific opportunity: GLP-1 weight management and the broader peptides category. This market is highly competitive and brand-led, so we need a consumer proposition that can compete on the same terms - a simple brand, a clear message, a dedicated funnel and strong clinical governance behind it.

“MedPal AI remains the operating system for personal health. New Health is the specialist point of access for patients seeking GLP-1 weight-management support and, over time, broader peptide-led healthcare services where clinically appropriate. The patient sees a clear consumer brand; behind it sits MedPal's AI-assisted intake, clinicians, prescribing pathway, pharmacy fulfilment and monitoring.”

Despite the UK economy, local politics and world geopolitical tensions we still see a buoyant domestic stock market.

With 700 rental properties being put up for sale every day would Landlords be looking at the stock market as an alternative investment vehicle to housing have any impact on the bull market or would these investors be so insignificant that if they were investing their gains from property this wouldn't even move the needle??

Hi everyone,

I’m 23 and currently investing in an all world ETF. I recently crossed the £10k mark and have been consistently contributing since September 2025.

Right now I’m putting in around £500 to £1.2k each month and my goal is to max out my ISA this year.

I was wondering if it makes sense to just keep focusing on the all world ETF or if there are other things I should start looking into investing in as well at this stage.

Would really appreciate hearing your thoughts, experiences, or any advice you might have.

Thank you

Hi,

New to trading, I wonder if anyone knows if there are any websites that allow you to set up a fictitious stock portfolio to practice?

Thanks in advance!

I’m 23 and starting to properly learn about investing and personal finance.

If you could go back to your early 20s, what would you focus on first? What mistakes would you avoid? And what ended up mattering way more (or less) than you expected?

Could be investing, budgeting, career choices, debt, saving habits, books/resources, mindset, anything really. Interested to hear what people wish they knew earlier.

I’ve been looking into a few different platforms recently and didn’t expect it to be this hard to choose. On paper a lot of them seem similar, but once you dig in it’s always tradeoffs, fees, UX, range of assets, how easy it is to actually use day to day.

I’m not trying to find the perfect one, just something I won’t feel like switching away from in a few months. For those already investing, what made you settle on the one you’re using now?

As some readers may recall, last September I made the bold assertion that EnSilica could be worth 13x its share price at the time. Back then the company was valued at 38.5p (≈$0.52) a share and following a series of positive developments since, it is now trading on the OTC Markets at $1.53 (≈112p). That progress in my opinion is the early stages towards 13x and beyond, and given much has happened since September I thought I would outline my opinion today on why this promising semiconductor specialist could be worth over £5.00 / $6.79 a share by 2030.

EnSilica is a semiconductor designer, with a fabless business model like Nvidia, Broadcom and Marvell and partnered with companies such as TSMC, Global Foundries, Arm and Cadence Design Systems. They are developing a world class reputation for high-value, high-margin chips such as the AST5000 chip at the heart of AST SpaceMobile’s Block-2 BlueBird constellation satellites. In addition to their reputation they are in possession of and developing intellectual property and expertise for chips essential to modern life. Satellite communications, post-quantum secure computing, automotive, industrial, healthcare and notably a suite of chips for satellite user terminals, a multi-billion dollar industry, where EnSilica has just signed its largest contract to date for potentially in excess of $50m¹. I anticipate this will be the first of a number of notable contracts in this space.

Furthermore MDA Space paid a 13x multiple of sales for EnSilica’s competitor Satixfy last year, and with EnSilica being one of a few companies worldwide (and possibly the only European firm) developing the entire satellite user terminal chipset (RF beam-formers, mixers, digital beam-formers, modems) along with corresponding satellite payloads, it isn’t beyond the realms of possibility that EnSilica may also command a 13x multiple on acquisition. Looking at it another way, EnSilica’s competitor in the post-quantum encryption market SealSQ Corp currently trades at a forward PS of 18.1 according to Simply Wall St. The addition of EnSilica’s anticipated and government grant funded secure processor for critical infrastructure can’t come soon enough!³

In the last six months we have seen EnSilica announce a record trading update for the first half of the financial year (FY26) ending this month. A further trading update anticipated imminently will hopefully confirm record results anticipated for the full year, along with the firm confirming it is in a far stronger position financially following a significantly oversubscribed fundraising recently ‘to accelerate new products and projects and its growing contract pipeline’⁴. I would also not be surprised to see EnSilica confirming material progress on its statement last November confirming ‘ambitions for the medium term (3 to 5 years)’ of ‘annual revenues in excess of £60m and longer term (6 to 10 years), our order book and opportunities give us extended aspirations of £100m of revenues.’⁵

EnSilica’s largest contract announced to date in the satellite user terminal market paves the way for potentially more orders in this space, especially so given what Ian Lankshear, CEO & Co-Founder, stated in the recent H1 FY26 trading update webcast in January. ‘We already have four chips sampling with customers, with further devices in development, and we have a number of funded engagements with user terminal manufacturers and satellite operators who are evaluating our chips in funded engagements—as in, they're funding us to support them. We're also working with multiple user terminal OEMs in terms of their responding to operators' RFIs, using our chipsets. So, a very exciting area, lots of potential for future revenues, very high revenues when those constellations get launched.’

With potentially accelerated progress in this sector (and the various others EnSilica is specialised in) in part thanks to growing critical mass following contract wins and improved financial arrangements, I hope to see EnSilica with revenues comfortably exceeding £60m / $81m in 2030. Assuming £60m revenue, achieving a share price of £5.00 / $6.79 will therefore require a PS multiple of about 10. Stretching yes, but far less than the 13x MDA Space paid for Satixfy, and less than peer Filtronic currently trades at, which is over 11. It is also substantially less than Nvidia’s current PS of 22, Broadcom’s current PS of 29, and Marvell’s current PS of 17.6 according to Simply Wall St data.

All considered EnSilica still offers tremendous value in my opinion. And while I do not expect the share price to rise in a straight line I do expect the patient investor will be richly rewarded in the coming years.

May fortune favour the brave,

Mark aka Double Bubbler

¹ https://www.londonstockexchange.com/news-article/ENSI/major-spacetech-contracts/17559666
² https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2026/04/260423-EnSilica-plc-ENSI.L-Space-industry-contract-Allenby-Capital.pdf?c5301=on
³ https://www.londonstockexchange.com/news-article/ENSI/ensilica-to-develop-critical-infrastructure-chip/17326647
⁴ https://www.londonstockexchange.com/news-article/ENSI/result-of-oversubscribed-placing-and-subscription/17501286
⁵ https://www.ensilica.com/wp-content/uploads/2025/11/272132-EnSilica-AR-WEB-version-2.pdf