Share Talk

28-06-2026

Welcome to the weekly round up from Share Talk, we will only send these once a week and we hope you enjoy the content.


Review: Fulcrum Metals, from historic gold tailings to a scalable Ontario recovery platform

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Fulcrum Metals (AIM: FMET) has moved a long way from being viewed simply as a conventional small cap explorer with a collection of Canadian assets. The story has now become

Share Talk Weekly Small Cap Movers & Shakers, Saturday 27th June 2026

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London’s leading stock indices ended Friday on a subdued note, with the FTSE 100 edging lower after briefly trading near a two-month high. The blue-chip index closed down 21.87 points,

Review: Panther Metals Steps Into Ontario’s Bigger Critical Minerals Story

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When this theme was first discussed last September, the central idea was that historic mine waste in Ontario was starting to look less like an environmental liability and more like

Chinese hedge funds warn AI ‘super bubble’ may be nearing breaking point

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Two prominent Chinese hedge funds have warned that the rapid rise in artificial intelligence stocks has created a speculative bubble that could be approaching a sharp correction. Wealspring Asset, led

FTSE 100 ends lower as AI sell-off weighs on global markets

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London’s leading stock indices ended Friday on a subdued note, with the FTSE 100 edging lower after briefly trading near a two-month high. The blue-chip index closed down 21.87 points,

Scancell confirms advanced reverse merger talks with US-listed Neuphoria

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Scancell: Response to Press Speculation Scancell Holdings PLC (AIM: SCLP) has confirmed it is in advanced discussions over a proposed reverse merger with US-listed Neuphoria Therapeutics, a move that could

Freedom Holding Corp. In The Valley

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WHAT IS A KAZAKH COMPANY DOING IN THE WORLD’S LEADING TECHNOLOGY HUB? Silicon Valley is becoming a new development base for Freedom Holding Corp. Together with Nokia, the NASDAQ-listed fintech group

Wall Street slides as AI sell-off deepens

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US stocks opened sharply lower on Friday as a fresh wave of selling in technology shares extended the AI-driven market rout. The tech-heavy Nasdaq Composite fell 1.3% to 25,035.70 in

Union Jack Oil adjourns AGM as Reabold takeover talks continue

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Union Jack Oil PLC (AIM: UJO) has postponed its Annual General Meeting while discussions continue over a possible takeover approach from Reabold Resources. Executive Chairman David Bramhill said the AGM,

Traders Cafe with Zak Mir: Bulletin Board Heroes, Friday 26th June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

SP Angel – Today’s Market View, Friday 26th June 2026

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Copper prices recover as outflow of metal accelerates on SHFE MiFID II exempt information – see disclaimer below Canyon Resources (CAY AU) – Locomotives arrive in Cameroon as first shipments

RNS Hotlist with Zak Mir: ALRT, ZPHR, DFCH, BSFA, DEVO, HERC, WISE & GMET

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Defence Holdings PLC (ALRT), the UK’s software-led defence technology group is pleased to announce the successful completion of the Placing of 400,000,000 new Ordinary Shares (including strong participation by institutional investors) at the Issue

Tap Global Group launches direct salary payments

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Tap Global launches direct salary payments to strengthen digital banking offering Tap Global Group PLC (AIM: TAP) has launched inbound third-party payment capabilities, allowing customers to receive salaries and other

Britain faces power supply warning for Friday amid heatwave

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Britain’s electricity grid operator has issued a system warning as soaring temperatures increase pressure on the country’s power network. The National Energy System Operator (NESO) has issued an Electricity Margin

What happened overnight – Friday 26th June 2026

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Asian markets sold off sharply on Friday after concerns emerged that soaring semiconductor prices could begin squeezing profit margins across the technology sector. Investor sentiment weakened after Apple shares fell

Physiomics strengthens outlook with cost savings and pipeline growth

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Physiomics (AIM: PYC) has provided a positive operational update, highlighting record commercial opportunities, cost savings and a clearer path towards profitability as the AIM-listed modelling and data science specialist executes

Zephyr Energy acquires 27,000 acres to expand Utah operations

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Zephyr Energy (AIM:ZPHR, OTCQB:ZPHRF, FRA:VD5N),has significantly expanded its position in Utah’s Paradox Basin after acquiring a further 27,000 acres, almost doubling the land surrounding its flagship White Sands project. The

London shares set for weaker open as investors eye Middle East

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London stocks are set to open lower on Friday as renewed geopolitical uncertainty in the Middle East dampens investor sentiment, despite signs of progress in US-backed peace negotiations. Futures point

Pilot Mountain study marks major step for Guardian Metal

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Guardian Metal Resources (NYSE.A: GMTL, LON: GMET, OTCQB: GMTLF) has confirmed it will publish the long-awaited Pre-Feasibility Study (PFS) for its Pilot Mountain Tungsten Project in Nevada on 30 June,

Defence Holdings proposes fundraising amid 1p share issue

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Defence Holdings (LON: ALRT) plans to raise up to £4 million through a discounted share placing to accelerate growth and invest in new opportunities across the defence technology sector. The

7 Things to Know Before Applying for a Title Loan in New Jersey

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Financial emergencies rarely arrive at a convenient time. An unexpected medical bill, urgent vehicle repair, or temporary income gap can quickly create pressure, leading many people to explore fast funding

Marula Mining exceeds manganese grade target at Kilifi plant

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Marula Mining (AQSE: MARU; A2X: MAR) has reported another operational milestone at its Kilifi Manganese Processing Plant in Kenya, following further independent assay results confirming manganese grades well above the

Shares surge 26% as Mercantile Ports cites court filing boost

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Shares in Mercantile Ports & Logistics (LON: MPL) jumped 26% after the company said newly disclosed court filings appear to strengthen its legal challenge over the disputed ownership of debt

easyJet rejects improved £6.50-a-share takeover approach

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easyJet  (LON: EZJ) has rejected an improved takeover proposal from US private equity firm Castlelake, although the airline has agreed to provide limited access to commercial information in the hope of

SP Angel – Today’s Market View, Thursday 25th June 2026

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Gold trades lower as de-dollarisation trade reverses as Strait of Hormuz reopens and US dollar gains MiFID II exempt information – see disclaimer below Benz Mining (BZ CN) – 10-12moz

RNS Hotlist with Zak Mir: QHE, AVCT, MPL, CASP, IMM, BVC, APTA, EZJ, ORCP, TRP & ZIN

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Quantum Helium Limited (QHE) provided shareholders with a review of the key milestones achieved over the past twelve months ahead of the Company’s Extraordinary General Meeting (“EGM”), which is scheduled to

What happened overnight – Thursday 25th June 2026

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Asian stock markets rallied on Thursday after blockbuster earnings from US chipmakers Micron and Qualcomm reignited investor enthusiasm for artificial intelligence, sending technology shares sharply higher across the region. The

Cryoin Europe: Sustainable Solutions for Industrial Gas Management

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Industrial Gas Sustainability as an Engineering Discipline Industrial sustainability is increasingly defined not only by emission reduction targets but by the ability to recover, reuse, and optimize valuable process materials.

Cornish Metals expands mineral rights at South Crofty

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Cornish Metals (AIM: TIN) has strengthened its ownership position at the South Crofty tin project after securing a new 25-year mineral lease covering the Dudnance mineral rights area in Cornwall.

FTSE 100 slips as lower oil prices hit energy stocks

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London stocks opened lower on Thursday as falling oil prices weighed on the energy sector, offsetting broader optimism across UK equities. The FTSE 100 slipped 0.3% to 10,428.43 in early

Quantum Helium Year of Transformation and Outlook Ahead of EGM

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Year of Transformation Ahead of Extraordinary General Meeting Review of Key Milestones and Outlook for the Next Phase of Growth Quantum Helium Limited (AIM: QHE) is pleased to provide shareholders

Tertiary Minerals begins major drilling at Zambia silver project

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TERTIARY MINERALS PLC (AIM: TYM) is pleased to announce commencement of drilling at its Target A1 silver oxide discovery, Mushima North Project (“Mushima North” or the “Project”), Zambia. Mushima North

Avacta advances AVA6000 towards pivotal US trial

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Avacta Therapeutics (AIM: AVCT) has secured a significant regulatory milestone after reaching an agreement with the US Food and Drug Administration on the pivotal trial design for its lead cancer

FTSE 100 called down amid Iran talks and Wall Street weakness

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London stocks are set for a weaker open on Thursday as investors monitor renewed diplomatic efforts between the United States and Iran and digest improving UK consumer confidence and another

Premier African achieves higher lithium concentrate grades

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Premier African Minerals  (AIM: PREM) has reported encouraging early results from the upgraded flotation plant at its Zulu Lithium and Tantalum Project in Zimbabwe, although optimisation work has been temporarily

London markets close higher despite mining weakness

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London’s main stock markets finished Wednesday in positive territory, with strength in property and housebuilding stocks helping offset weakness across the mining sector as commodity prices retreated. The FTSE 100

Traders Cafe with Zak Mir: Bulletin Board Heroes, Wednesday 24th June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

Wallix Group SA: US Giant Palo Alto Leads Renewed Takeover Speculation

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Wallix Group (EPA:ALLIX) has received no less than two European takeover approaches from Thierry Dassault and Thales SA (Euronext: HO), with this triggering interest from a new, larger US player, Palo Alto (NASDAQ: PANW). Author @ZaksTradersCafe

Oil tankers leave Strait of Hormuz as exports resume

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Three oil tankers carrying a combined 5 million barrels of crude and condensate have successfully exited the Strait of Hormuz, providing an early sign that energy exports from the Gulf

SP Angel – Today’s Market View, Wednesday 24th June 2026

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Gold pares peace MoU gains as dollar jumps again MiFID II exempt information – see disclaimer below Anglo American (AAL LN) – Joint copper development agreement in Chile Cobra Resources

Georgina Energy reports milestone at Mt Winter prospect

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Georgina Energy (LON GEX) has taken a major step towards securing the long-awaited EP155 permit in Australia’s Amadeus Basin after agreeing the terms of an Aboriginal Land Rights Agreement with

RNS Hotlist with Zak Mir: GNIP, COG, QHE, ZIN, TRP, COBR, THG, FMET, HUI, UOG, SEED, EST, THAT, TMT & LST

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GenIP (GNIP) hosted a closed-door senior roundtable earlier this week in partnership with Knowledge Exchange UK (KEUK), bringing together more than twenty of the UK’s most senior figures in research commercialisation, technology transfer, and science

Takeover from Prologis interest lifts Segro shares 14%

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Segro has become the latest target in a growing wave of takeover activity after rejecting an unsolicited approach from US logistics property giant Prologis. Prologis revealed it had submitted a

ImmuPharma highlights brain cancer potential for P140

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ImmuPharma (AIM: IMM) has highlighted new academic research suggesting its lead drug candidate, P140, may have potential as a treatment for glioblastoma, one of the most aggressive and difficult-to-treat forms

Quantum Helium highlights upside in broker research

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Publication of OAK Securities Research Report Quantum Helium Limited (AIM: QHE) announces that OAK Securities has published an independent research report on the Company, which is now available on the

Empire Metals advances Pitfield plans after asset sale

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Empire Metals (AIM: EEE) has completed the sale of its 75% interest in the Eclipse Mining Lease near Kalgoorlie, Western Australia, finalising the disposal of a non-core gold asset as

FTSE 100 called down as investors assess fresh risks

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London stocks are set for a weaker start on Wednesday as investors weigh renewed tensions surrounding the Strait of Hormuz, ongoing UK political developments and continued weakness in US technology

Fulcrum reports milestone year for flagship tailings asset

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Fulcrum Metals (AIM: FMET) has described 2025 as a transformational year as it accelerated development of its flagship Teck-Hughes Gold Tailings Project in Ontario and moved closer to commercialising its

Traders Cafe with Zak Mir: Bulletin Board Heroes, Tuesday 23rd June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

Ramsdens backs £206m takeover by FirstCash

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Shares in Ramsdens Holdings (AIM: RFX) surged 28% after the pawnbroker agreed to a recommended takeover by US-listed industry giant FirstCash in a deal valuing the company at up to

RNS Hotlist with Zak Mir: TAR, BHL, PLSR, G4M, ENSI, FTC, HERC, SML, TERN & TYM

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Talon Resources (TAR), the North American gold exploration company, announced the admission of its entire issued ordinary share capital to trading on AIM and the commencement of dealings at 8.00 a.m. on

BoE drops plan to cap stablecoin holdings

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The Bank of England has softened its proposed approach to regulating stablecoins, abandoning plans to cap the amount individuals and businesses could hold after criticism from politicians and the cryptocurrency

Panther Metals wins strong investor support at AGM

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Panther Metals (LON: PALM) has received overwhelming shareholder backing at its Annual General Meeting, with every resolution presented to investors approved by a substantial majority. Shareholders voted strongly in favour

SP Angel – Today’s Market View, Tuesday 23rd June 2026

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Precious metals weaken as wider market goes risk off in volatile trading MiFID II exempt information – see disclaimer below AbraSilver Resources (ABRA CN) – DFS outlines 10mozpa AgEq project

Tertiary reports strong progress at silver-copper-zinc project

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Tertiary Minerals  (AIM: TYM) has highlighted significant progress at its flagship Mushima North silver-copper-zinc project in Zambia, where recent drilling success has supported the publication of a maiden Exploration Target

Talon Resources PLC (AIM: TAR) Admission to AIM and First Day of Dealings

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Talon Resources PLC (AIM: TAR), the North American gold exploration company, is pleased to announce the admission of its entire issued ordinary share capital to trading on AIM (“Admission”) and the

Strategic Minerals identifies new mineralisation at Redmoor

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Strategic Minerals (AIM: SML) has reported further encouraging drilling results from its Redmoor tungsten, tin and copper project in Cornwall, with additional analysis identifying new zones of mineralisation outside the

Pulsar Helium Inc: Minnesota or the Moon: Pulsar Quantum Tech World

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MINNESOTA OR THE MOON: PULSAR HELIUM TO PRESENT VERIFIED HELIUM-3 DISCOVERY AT QUANTUM TECH WORLD 2026 Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) (“Pulsar” or the “Company”), announces

FTSE 100 called down after peace talks and political turmoil

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London stocks are set for a weaker open on Tuesday as investors digest the latest developments following US-Iran peace talks, political uncertainty in the UK following Sir Keir Starmer’s resignation,

Shareholders give overwhelming support to Avacta proposals

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Avacta Group PLC announced that all resolutions were passed at its Annual General Meeting, with overwhelming shareholder support for each proposal. For instance, Resolution 1 received 52,701,858 votes in favour,

Fulcrum Metals, from historic gold tailings to a scalable Ontario recovery platform

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Fulcrum Metals (AIM: FMET) has moved a long way from being viewed simply as a conventional small cap explorer with a collection of Canadian assets. The story has now become

Beowulf Mining* (BEM LN) – Update Note

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Beowulf Mining* (BEM LN) 8p, Mkt Cap £5.5m – Update Note – Transformational recapitalisation provides pathway to Kallak PFS BUY: Target price updated to 27p CLICK FOR LINK We have

Mkango progresses US magnet project towards 2027 launch

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Mkango Resources has reported significant progress in developing its U.S. rare earth magnet recycling platform, with its HyProMag USA subsidiary entering the execution phase of its flagship Texas Hub project.

Traders Cafe with Zak Mir: Bulletin Board Heroes, Monday 22nd June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

Altona Rare Earths rebrands as NeoTerra Group

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Altona Rare Earths (LON: REE) is rebranding as NeoTerra Group, signalling a significant evolution from a rare-earth explorer to a broader African critical-minerals development company. The company’s London Stock Exchange

SP Angel – Today’s Market View, Monday 22nd June 2026

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Gold rebounds despite stronger dollar as US-Iran negotiations continue MiFID II exempt information – see disclaimer below 80 Mile Plc* (80M LN) – Drill programme expanded to 9,000m at Disko

Solvonis rises 13% on promising AUD treatment results

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Solvonis Therapeutics (LON: SVNS) shares surged 13% in early trading after the company announced positive preclinical pharmacokinetic data for its lead Alcohol Use Disorder treatment candidate, SVN-002, marking an important

RNS Hotlist with Zak Mir: EZJ, TIR, KZG, SVNS, GEO, WSBN, EEE & TM1

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The Telegraph: Sir Keir Starmer has resigned this morning, paving the way for Andy Burnham to become Britain’s seventh prime minister in a decade. Allies of Sir Keir expected him

Sterling slips as Starmer resignation rattles markets

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Sir Keir Starmer’s decision to step down as Prime Minister sent ripples through financial markets, with UK borrowing costs rising and sterling weakening as investors assessed the prospect of a

easyJet Rejects Third Castlelake Takeover Approach

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EasyJet (LON: EZJ) has rejected a third takeover approach from private equity firm Castlelake, setting the stage for a potential showdown with shareholders as the bidder considers its next move

Wishbone Gold Uncovers Shallow Gold Zones at Red Setter

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Wishbone Gold (AIM: WSBN, AQSE: WSBN) has reported a potentially significant shallow gold discovery at its Red Setter gold-copper project in Western Australia, with early drilling results prompting the company

What happened overnight – Monday 22nd June 2026

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Donald Trump has claimed that Keir Starmer “will resign as Prime Minister of the United Kingdom” in a post on Truth Social. The US President said Starmer had “failed badly”

Avacta Extends Cash Runway as Clinical Pipeline Advances

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Avacta Therapeutics (AIM: AVCT) has reported strong progress across its oncology pipeline in the first half of 2026, highlighting advances in both its clinical programmes and balance sheet ahead of

GEO Exploration unveils encouraging Gorge Project results

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GEO Exploration has reported highly encouraging early results from its field reconnaissance programme at the Gorge Project in Western Australia, strengthening the case for what management believes could become a

FTSE 100 Set for Positive Start as US-Iran Talks Show Early Progress

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London stocks are expected to begin the week slightly higher after reports of encouraging progress in the first round of talks between the United States and Iran, easing some concerns

Traders Cafe with Zak Mir: Bulletin Board Heroes, Weekend Edition, Sunday 21st June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

Share Talk Weekly Stock Market News Review, Sunday 21st June 2026

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UK stocks ended the week on a weaker footing. The FTSE 100 fell 0.4% to close at 10,363, leaving the blue-chip index down 1.0% for the week — its steepest

Breaking: Sir Keir Starmer could resign on Monday

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Starmer’s Future in Doubt as Resignation Speculation Intensifies Speculation over the future of Prime Minister Keir Starmer intensified over the weekend after Business Secretary Peter Kyle repeatedly declined to rule

Mendell Helium Debuts on AIM as MDH, Accelerating Kansas Helium Production

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StockBox spoke to Nick Tulloch, CEO of Mendell Helium, following the company’s official AIM listing under the ticker MDH. Nick discusses the importance of moving to London’s growth market, how

Trader’s Café With Zak Mir: The Week In Small Caps, Sunday 21st June 2026

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“There are fewer sadder sights than politicians playing musical chairs with people’s lives in order to better their own.” Author @ZaksTradersCafe For us in the UK we had the spectacle

The Smarter Web Company – Weekly Update – Sunday 21st June 2026

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Last week I touched on Bitcoin treasury analytics and how companies like Smarter Web are thinking about the metrics that matter as we scale. Andrew Webley As more companies adopt

Let’s deal with the elephant in the room with EnergyPathways: Funding and Timescale

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Imagine this: A UK small-cap company with an energy storage project in a safe jurisdiction, deemed “Nationally Significant” by the Secretary of State, awarded a vital gas storage license by

Bitcoin’s Four-Year Cycle Is Not Dead; It Is Just Entering The Boring Part

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Bitcoin has a habit of making investors believe that each cycle is different, just before the familiar pattern reappears. The 2024 halving, the expansion of spot Bitcoin ETFs, renewed political

Three FTSE 100 giants face key week for investors

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With markets drifting into the weekend and trading volumes fading, attention is already turning to a busy week ahead for three prominent FTSE 100 constituents whose updates could provide important

Critical minerals deal links Ontario and UK supply chains

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The Ontario government has secured a significant strategic agreement with the United Kingdom to establish robust international markets for critical minerals. Ontario’s Minister of Energy and Mines, Stephen Lecce, signed

Goldman Sachs Cuts Gold Target

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Gold prices came under renewed pressure after Goldman Sachs lowered its year-end forecast for the precious metal by $500 per ounce, citing a more hawkish outlook from the US Federal

FTSE Suffers Worst Week Since May

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UK equities ended the week on a weak footing as renewed uncertainty surrounding US-Iran negotiations and growing domestic political concerns prompted investors to reduce risk exposure. The FTSE 100 fell

Malcy’s Blog – Union Jack Oil, Gulf Keystone Petroleum, Sunda Energy & Finally

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A flash blog today, back to the smoke…Usual rules apply… Author @mgrahamwood Union Jack Oil Union Jack has announced that, further to the Company’s announcement on 15 May 2026, the

Bitcoin Traders Bet on Range-Bound Finish as Momentum Fades

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Prediction markets suggest traders expect Bitcoin to remain trapped in a relatively narrow range heading into the end of the week, despite a series of positive macroeconomic and institutional developments.

Amigo Resources Recovers First Gold at Kabete as Exploration Programme Advances

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Amigo Resources plc (LON: AMGO) has reported a series of operational milestones at its Kabete Project in Tanzania, including the grant of a processing licence, initial gold production during commissioning

Traders Cafe with Zak Mir: Bulletin Board Heroes, Friday 19th June 2026

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Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold, WTI

SP Angel – Today’s Market View, Friday 19th June 2026

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Gold continues to weaken as dollar extends gains following Fed meeting MiFID II exempt information – see disclaimer below Energy Fuels (UUUU US) – Conditional $725m loan from the US

RNS Hotlist with Zak Mir: HALO, AOTI, FORG, TRLS, PXC, AMGO, UJO, RBD, ATOM & RCN

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Halo Minerals PLC (HALO), the copper development company focused on extracting critical minerals from legacy mining waste, notes ahead of its upcoming AGM the recent Investor Meet Company presentation and Crux

Savannah Resources* (SAV LN) 6.2p, Mkt Cap £158m – FLASH NOTE

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Site visit notes BUY – 18.5p CLICK HERE The Company hosted a site visit to the Barroso Lithium Project in Northern Portugal last week. Key takeaways below. DFS on track

FTSE Slips and Gilt Yields Rise Following Burnham By-Election Victory

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UK financial markets opened cautiously on Friday as investors reacted to Andy Burnham’s victory in the Makerfield by-election, a result that has intensified speculation about Labour’s future leadership and economic

SEED Innovations Backs AI-Powered Berry Harvesting Specialist Fieldwork Robotics

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SEED Innovations Ltd (AIM: SEED) has expanded its exposure to artificial intelligence and robotics through a £300,000 investment in Fieldwork Robotics, a UK-based agricultural technology company developing autonomous harvesting systems

Sunda Energy Challenges Chuditch Licence Termination Notice

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Sunda Energy plc (AIM: SNDA) has disclosed that it has received a notice from Timor-Leste’s upstream petroleum regulator indicating its intention to terminate the Production Sharing Contract covering the company’s

What happened overnight – Friday 19th June 2026

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Asian Markets Drift Lower as Central Bank Concerns Offset Iran Peace Optimism Asian equities traded cautiously on Friday as investors weighed easing geopolitical tensions against growing concerns that major central

Pulsar Helium Inc – Notice of 2026 Annual General and Special Meeting

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PULSAR HELIUM ANNOUNCES NOTICE OF 2026 ANNUAL GENERAL AND SPECIAL MEETING OF SHAREHOLDERS Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) (“Pulsar” or the “Company”), a primary helium company,

FTSE 100 set to fall as Burnham wins Makerfield seat

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London stocks are set to open lower on Friday as investors digest the political fallout from Labour’s Makerfield by-election victory and continue to assess the implications of the US-Iran peace

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