Updated 12 Dec 2025 — London stocks moved higher early Friday, even as fresh UK data showed the economy shrank again and the trade deficit widened. Against that backdrop, a takeover approach on AIM and a surge in precious metals helped drive the day’s standout share-price moves.
London’s main indices opened in positive territory on Friday after the Office for National Statistics reported the UK economy contracted in October and the trade deficit widened—data that still left investors leaning toward easier monetary policy. The FTSE 100 opened up about 0.4% (around 9,745), the FTSE 250 added about 0.4%, and the AIM All-Share rose about 0.6% in early trading. [1]
At the stock level, AIM-listed 1Spatial stole the spotlight with a sharp jump on takeover talks, while precious-metals miners such as Fresnillo and Hochschild Mining benefitted from a powerful rally in silver and gold that has been supported by a softer U.S. dollar and expectations of further U.S. rate cuts. [2]
Below are the biggest stock gainers in the UK market today (12.12.2025)—and the news, forecasts, and market analysis driving them.
Biggest UK stock gainers today: the headline movers
1) 1Spatial surges on a possible £87.1m cash offer (AIM)
1Spatial (AIM: SPA) was the single biggest high-profile gainer in the UK market today after it said it had reached an agreement in principle on the terms of a possible cash takeover by VertiGIS, a portfolio company of private equity firm Battery Ventures. The stock jumped around 42% in early trade. [3]
Key terms in circulation today:
- Possible offer price:73p per share
- Implied valuation: about £87.1 million
- Premium:~57% versus the previous close cited in market reports [4]
- Next milestone: VertiGIS has until 9 January to make a firm offer (per the early-market reporting). [5]
Why it matters: In a market where UK-listed small caps have frequently traded at valuation discounts, a clean, all-cash proposal can act like a “price reset,” pulling the share price sharply toward the bid level—especially when liquidity is thin.
2) Hochschild Mining climbs as metals momentum persists (FTSE All-Share)
Among London-listed larger names, Hochschild Mining (HOC) ranked near the top of the day’s risers lists, up about 8.2% in the latest widely-circulated market snapshots. [6]
What’s behind the move: The day’s macro tape is extremely supportive for precious-metals miners:
- Silver hovered near record territory after touching $64.31, and Reuters noted analyst commentary pointing to technical momentum that could extend further. [7]
- Broader reporting highlighted a major repricing in silver, driven by industrial demand and supply constraints, while also warning about volatility. [8]
Hochschild’s move fits the same sector pattern lifting Fresnillo and Endeavour Mining: when silver and gold rise quickly, operational leverage can amplify equity moves.
3) Harbour Energy rises on a $170m North Sea acquisition (FTSE 250 / All-Share)
Harbour Energy (HBR) gained strongly (around +6% to +7% in early reports and risers lists) after announcing an agreement to buy substantially all subsidiaries of Waldorf Energy Partners and Waldorf Production, which are in administration, for $170 million. [9]
Deal highlights reported today:
- Purchase price:$170m [10]
- Harbour said the acquisition is immediately materially accretive to free cash flow. [11]
- Expected additions: ~20,000 boe/day (oil-weighted) and ~35 million boe of 2P reserves (per company/regulatory announcement reporting). [12]
Market takeaway: In an environment where energy investors are punishing balance-sheet risk but rewarding cash generation, “accretive to free cash flow” is the phrase that can move a UK E&P stock quickly.
4) Fresnillo leads FTSE 100 risers as silver stays near records
In the FTSE 100, Fresnillo (FRES) was repeatedly flagged as a top riser today, up roughly +5% to +6% in early data and risers tables. [13]
The driver: a continuing surge in precious metals.
- Reuters reported spot gold near a seven-week high and silver near record peaks, supported by a weaker U.S. dollar and expectations for further Fed cuts. [14]
- City Index’s market commentary explicitly pointed to Fresnillo “shining” alongside silver and framed the broader FTSE 100 setup as constructive despite mixed macro signals. [15]
Why Fresnillo in particular: As a miner with significant exposure to silver (and gold), it often becomes the FTSE 100’s “purest” way to express bullish metals sentiment in the UK large-cap universe.
5) SIG, Capita and other UK cyclicals get a rate-cut tailwind
The broader risers list also included several domestically sensitive names, such as:
What connects them today: UK macro data showed GDP fell 0.1% in October (missing forecasts for growth), which can reinforce the “rates eventually come down” narrative—often supportive for UK cyclicals and interest-rate-sensitive sectors (even if the growth backdrop itself is softer). [20]
(Important nuance: this is a market-structure explanation rather than a single company-specific catalyst; some of these moves may also reflect technical positioning and low liquidity.)
UK market “top risers” snapshot: FTSE All-Share leaders
A widely followed risers table for the FTSE All-Share (prices delayed) showed the following near the top today: [21]
- Hochschild Mining +8.19%
- Harbour Energy +6.53%
- Fresnillo +5.74%
- SIG +5.73%
- Endeavour Mining +3.50%
- Capita +3.40%
- Ceres Power +3.19%
- Wizz Air +3.06%
- Ocado +3.04%
- InterContinental Hotels Group +2.99%
- Ashtead Group +2.83%
That list reflects the day’s “theme stack” unusually clearly: metals + M&A + selective cyclicals.
FTSE AIM 100 risers: ITM Power and Greatland Resources lead
Within the FTSE AIM 100, the top risers list (delayed pricing) featured: [22]
- ITM Power +4.97%
- Greatland Resources +4.60%
- Niox Group +3.86%
- Team Internet Group +2.94%
- Thor Explorations +2.90%
- Tristel +2.70%
- Volex +2.45%
- Serabi Gold +2.19%
- Next 15 Group +2.12%
Notably, 1Spatial’s takeover-fuelled surge was discussed in the market even though it is not necessarily represented in the AIM 100 risers list—highlighting how AIM’s biggest percentage movers can sit outside the headline “top 100” by size. [23]
What analysts and strategists are watching next
Today’s gains aren’t happening in a vacuum—several forward-looking narratives are shaping positioning:
Precious metals: momentum vs. volatility
- Reuters coverage pointed to silver’s powerful run (more than doubling in 2025, per the same report) and cited analyst views that technical momentum could push higher (with $75/oz mentioned as a reference level), while noting the market is also sensitive to expectations about the Fed’s path. [24]
- The Financial Times highlighted the structural demand story (EVs/tech) and supply constraints, while also stressing silver’s historically higher volatility than gold. [25]
Why it matters for UK stocks: The London market hosts several liquid, globally-followed miners—so commodity “theme days” can reshuffle the FTSE leadership quickly.
China stimulus expectations and industrial metals
Reuters’ global market briefing flagged record Shanghai copper futures amid expectations for additional China stimulus, a factor that can buoy diversified miners and risk sentiment into Europe. [26]
UK data and rate expectations
The UK’s unexpected GDP contraction alongside a wider trade deficit set a mixed macro tone—bad for growth optics, potentially supportive for the “rates can fall” narrative. [27]
Investing.com’s early market analysis framed the FTSE 100 as capable of firming even with weak GDP data, as company-specific factors and positioning can dominate at the open. [28]
Bottom line: today’s UK stock winners are being picked by catalysts, not just “the market”
The biggest UK stock gainers today (12 December 2025) fall into three clear buckets:
- Takeover/M&A catalysts: 1Spatial (VertiGIS approach) [29]
- Commodity leverage: Fresnillo, Hochschild, Endeavour riding silver/gold strength [30]
- Macro/rotation beneficiaries: a scattering of UK cyclicals and select travel/consumer names responding to the day’s growth-and-rates mix [31]
References
1. www.marketscreener.com, 2. www.reuters.com, 3. www.marketscreener.com, 4. www.investing.com, 5. www.marketscreener.com, 6. www.hl.co.uk, 7. www.reuters.com, 8. www.ft.com, 9. www.marketscreener.com, 10. www.harbourenergy.com, 11. www.harbourenergy.com, 12. www.investegate.co.uk, 13. lt.morningstar.com, 14. www.reuters.com, 15. www.cityindex.com, 16. www.hl.co.uk, 17. www.hl.co.uk, 18. www.hl.co.uk, 19. www.hl.co.uk, 20. www.marketscreener.com, 21. www.hl.co.uk, 22. www.hl.co.uk, 23. www.marketscreener.com, 24. www.reuters.com, 25. www.ft.com, 26. www.reuters.com, 27. www.marketscreener.com, 28. uk.investing.com, 29. www.lse.co.uk, 30. www.reuters.com, 31. www.hl.co.uk
