19-07-2026
Welcome to the weekly round up from Share Talk, we will only send these once a week and we hope you enjoy the content.
A consortium of Thames Water lenders is reportedly preparing for a potential legal fight with the incoming government if Prime Minister Andy Burnham moves to force the company into public
Orcadian Energy (AIM: ORCA) is planning what could become one of the world’s first offshore gas-powered data centres, located around 65 miles off the coast of Great Yarmouth in the
Zak Mir and Clem Chambers of Anewfn.com in conversation on market positioning, geopolitical risk, and trading tools. Clem says he has held through the recent downturn, looking to capture autumn
Pulsar Helium Inc.’s 2026 annual general meeting set out a clear corporate and operational focus: converting the Topaz helium discovery in Minnesota from an extensive appraisal programme into a technically
One of the aspects of building a Bitcoin treasury company that gets less attention is the procedural realities of implementing innovation. Andrew Webley This week, Smarter Web had its court
When we last examined GEO Exploration Limited (AIM: GEO) in May, the company was presented as a largely overlooked AIM explorer approaching a more active period of fieldwork and drilling.
London’s FTSE 100 outperformed global peers on Friday as defensive utilities and energy stocks helped offset wider market weakness driven by a sell-off in technology and semiconductor shares. The blue-chip
Development schedules often slip in the space between regulatory approval and field execution. Permit conditions may be clear on paper, yet the project team still has to convert them into
The US stock market sell-off continued on Friday, with technology and artificial intelligence-related shares leading the decline. The S&P 500 fell 1.3%, while the tech-heavy Nasdaq dropped 2.2%, extending its
Burberry shares fell around 7% on Friday after investors were left disappointed by the luxury group’s outlook, despite the company reporting a return to sales growth across all product categories.
Itaconix PLC (AIM: ITX) shares jumped 24% in early trading after the plant-based speciality polymers group said full-year revenue is expected to come in ahead of market expectations. The company
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
Gold edges lower as fund managers look for 2027 rally MiFID II exempt information – see disclaimer below Arkle Resources (ARK LN) – Drilling accelerated at Erongo Caravel Minerals (CVV
Ukraine’s expanding drone campaign against Russian energy infrastructure is emerging as a major pressure point in the war, with strikes increasingly targeting refineries, fuel terminals and vessels linked to Russian
Burberry (BRBY), the British luxury brand group announced a first quarter trading update. BRBY said “I am pleased with our progress in the first quarter and the momentum we are building
Alumasc Group (LON: ALU) has suspended chief executive Pamela Bingham pending an investigation into matters relating to her professional conduct. The sustainable building products, systems and solutions group said it
Kodal Minerals (AIM: KOD) has received an initial US$13 million repayment from the operator of its Bougouni Lithium Project in Mali, as strong spodumene prices continue to support the operation.
Arkle Resources (LON: ARK) said its maiden reverse circulation drilling programme at the Erongo Uranium Project in Namibia is progressing as planned and has now been expanded. The initial programme
London stocks are expected to open lower on Friday after a sharp sell-off across Asian markets, as escalating US-Iran tensions weighed on investor sentiment. FTSE 100 futures point to a
Fulcrum Metals plc (AIM: FMET) said it has made significant progress over the past year as it advances its strategy of recovering precious and critical metals from historic mine tailings
Zak Mir talks to Steve Brown, CEO of Orcadian Energy (AIM: ORCA), as the company announces it has commenced the Assessment Phase for the Earlham and Orwell gas fields, with
The FTSE 100 outperformed European peers on Thursday, helped by gains in engineering stocks and another wave of takeover activity across the London market. The blue-chip index closed up 56.32
British investors are increasingly choosing multi-asset trading platforms as they look for a simpler way to manage growing portfolios. The change is not just about convenience, but reflects a broader
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
Amaroq Minerals has reported further high-grade underground drilling results from its Nalunaq Gold Mine in southern Greenland. The results come from the company’s ongoing resource definition and production support drilling
Gold flatlines as Treasury sell-off continues despite better inflation data MiFID II exempt information – see disclaimer below Amaroq Minerals (AMRQ LN) – Drilling update from the Nalunaq gold mine
Alliance News: Rotork (ROR) surged 67% to the top of the FTSE 250 after ABB agreed to acquire the flow control specialist for 506 pence per share in cash. The deal
Thor Explorations Ltd (TSXV / AIM: THX) reported another solid quarter from its Segilola Gold Mine in Nigeria, with Q2 gold poured totalling 19,153 ounces. The company sold 17,050 ounces
Greatland Resources Limited (AIM:GGP, ASX:GGP) will lodge its Quarterly Activities Report for the June Quarter 2026 with the ASX on Wednesday, 29 July 2026. Greatland will present the Quarterly Activities
Another takeover deal landed in London on Thursday, with FTSE 250 engineering group Rotork agreeing to a £4.1 billion cash offer from Swiss rival ABB. The deal will see ABB
Alien Metals completes acquisition of Knox Resources, securing 100% of the Georgina Basin Copper-Gold Project Alien Metals Limited (AIM: UFO), a minerals exploration and development company, is pleased to announce
Asian shares were mostly lower on Thursday as selling in artificial intelligence and semiconductor stocks weighed on markets in South Korea and Japan. Oil prices eased despite another round of
London stocks are expected to open lower on Thursday as investors await key UK economic data, while fresh US strikes against Iran and cautious comments from the Federal Reserve weigh
Kendrick Resources Plc (LON: KEN) has reported strong portable X-ray fluorescence channel sampling results from five carbonatite bodies at its Teufelskuppe rare earth project. The results confirmed extensive and continuous
Savannah Resources Plc has announced the first JORC-compliant Ore Reserve for its Barroso Lithium Project in Portugal, marking a major milestone for the development. The maiden Probable Ore Reserve totals
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
Copper rises as Codelco focuses on margins over volume while storm threatens operations MiFID II exempt information – see disclaimer below 80 Mile Plc* (80M LN) – USFM announces merger
Stripe and US private equity group Advent International have reportedly made a joint $53 billion offer to acquire PayPal. According to Reuters, the consortium has offered $60.50 per share, with
Savannah Resources (SAV), the developer of the Barroso Lithium Project in Portugal,, a ‘Strategic Project’ under the European Critical Raw Materials Act and Europe’s largest spodumene lithium deposit, is pleased to announce the Project’s
Vast Resources plc (AIM: VAST) has reported further progress on its proposed reverse takeover of Gulf International Minerals Limited, with due diligence nearing completion and formal confirmation of organisational changes
Angus Energy PLC (AIM: ANGS) has reported estimated second-quarter revenue of £7.16 million, up approximately 37% from £5.24 million in the first quarter of 2026. The increase was driven by
London stocks are expected to open lower on Wednesday as renewed US military action against Iran pushed oil prices higher, while investors assessed mixed economic data from China. FTSE 100
Audioboom (AIM: BOOM) has reported a record first half of 2026, with adjusted EBITDA profit rising 80% to US$3.2 million and revenue increasing 30% to US$45.7 million. Gross profit climbed
Viuda Negra Sampling Indicates Increase in Scale of Au-Ag-Cu Mineralisation Mineralisation open under gravel cover to the west and south Great Southern Copper plc (LON: GSCU), the company focused on
The FTSE 100 reversed an early decline to close higher on Tuesday as softer-than-expected US inflation data helped offset concerns over soaring oil prices and renewed Middle East tensions. London’s
Oil prices could climb as high as US$160 a barrel, or potentially even further, if disruption around the Strait of Hormuz persists and global inventories continue to fall, according to
IBM shares plunged more than 20% after the US technology group issued a profit warning and acknowledged it had failed to adapt quickly enough to a shift in corporate spending
Hamak Strategy Limited (LSE: HAMA) has confirmed that it intends to support proposals by Vaultz Capital plc (AQSE: V3TC) to withdraw its Bitcoin treasury policy and seek authority to dispose
Gold rebounds back over key level as weakness persists on Iran uncertainty MiFID II exempt information – see disclaimer below Alphamin Resources* (AFM CN) – Higher tin prices support $167m
Shares in Ironveld PLC (AIM: IRON) jumped 34% to 0.0255p after the mining developer said its processing plant had reached sustained production and secured strong commercial demand. The company said
Poolbeg Pharma Plc (POLB), a clinical-stage biopharmaceutical company with a core focus on transforming the cancer immunotherapy field, is pleased to announce that it has raised £3.5 million (before expenses) pursuant to a placing
Poolbeg Pharma Plc (AIM: POLB) has raised £3.5 million before expenses through the placing of 58,333,328 new shares at 6p each. Executive Chair Cathal Friel subscribed for £250,000 as part
Issue of Equity, Grant of Options, Total Voting Rights and PDMR dealings ECR Minerals plc (LON: ECR), the exploration and development company focused on gold in Australia, announces the issue
Oil prices moved higher as fighting in the Middle East intensified and uncertainty grew over the security of supplies through the Strait of Hormuz. Brent crude climbed to just over
Shuka Minerals Plc (AIM/AltX: SKA) has reported further encouraging results from the Kabwe Zinc Mine in Zambia, with drill hole KBDD08 identifying copper mineralisation of up to 3% alongside high-grade
London stocks are expected to open broadly flat on Tuesday as investors weigh a fresh escalation in fighting between the US and Iran alongside sharply higher oil prices and upcoming
Physiomics plc (AIM: PYC), a leading mathematical modelling, data science and biostatistics company supporting the development of new therapeutics and personalised medicine solutions, announces that Ian Bagnall, Director of the
When we last examined GEO Exploration Limited (AIM: GEO) in May, the company was presented as a largely overlooked AIM explorer approaching a more active period of fieldwork and drilling.
The FTSE 100 struggled for direction on Monday, closing just 1 point higher at 10,498.29 as rising oil prices and renewed Middle East tensions offset weakness in technology and precious
Angus Energy PLC (AIM: ANGS) has confirmed that all resolutions were passed at its General Meeting, satisfying the conditions required to complete the company’s restructuring and fundraising. Trading in Angus
European buyers imported a record volume of liquefied natural gas from Russia’s Yamal export hub during the first half of 2026, generating around €6 billion in revenue for Moscow. The
UK petrol and diesel prices have started to rise again as higher crude oil prices feed through to wholesale fuel costs. Brent crude was up 3.4% at US$78.62 a barrel,
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
genedrive plc (AIM: GDR) expects to report total income of £1.4 million for the year ended 30 June 2026, up from around £1.0 million in FY25 and in line with
Gold retreats as dollar holds steady as tensions escalate in Middle East MiFID II exempt information – see disclaimer below 80 Mile Plc* (80M LN) – Drilling starts at Disko
How can global financial institutions build highly scalable software solutions that automate complex operations while strictly meeting changing cross-border regulatory demands? Securing a modern technology framework provides the definitive answer
Author @ZaksTradersCafe Comment: The Midas Column highlighted Halo Minerals (HALO) as one of the companies being poised to be the next Antofagasta (ANTO) in terms of significance in Chile. This will be
Delta Gold Technologies plc (Aquis: DGQ) has provided a technical update on sponsored research programmes at Pennsylvania State University and the University of Toronto, where researchers are investigating the potential
80 Mile Begins Drilling Towards Major Targets at Disko-Nuussuaq Project 80 Mile PLC (AIM: 80M) has confirmed that drilling is now underway at its Disko-Nuussuaq nickel-copper-cobalt-PGE project in West Greenland.
First Patient Dosed in the POLB 001 TOPICAL Clinical Trial Interim data remains on track for summer 2026 and partnering discussions continue to advance with multiple companies Highlights · First patient
London stocks are expected to open lower on Monday as renewed tensions in the Middle East pushed oil prices sharply higher and weighed on investor sentiment. Futures indicate the FTSE
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
Marula Mining Advances Ops with Manganese Sales This Month, Copper Graphite Ramp-Up Marula Mining CEO Jason Brewer joins StockBox for a comprehensive operational update, discussing the company’s ongoing audit process,
Iran has said the Strait of Hormuz will remain closed until further notice following an attack on a Cyprus-flagged container ship off the coast of Oman. The US military said
FTSE 100 Closes Higher as Vodafone Surges 13% and easyJet Jumps on Apollo Bid 📈 The FTSE 100 ended higher on Friday in calmer trading, helped by a double-digit rise
Over the last few years, it is difficult to overstate the contribution that Michael Saylor and Strategy have made to Bitcoin. They have fundamentally changed how institutional investors think about
Shorting Targets: The Playbook Author @ZaksTradersCafe I have always been on the long side with small caps. This is even though as a former derivatives broker in the 1990s, going
Zak Mir takes a charting look at some of the latest requested stocks, including Avacta, easyJet, Fulcrum Metals, First Class, Panther Metals, and Quantum Helium. There is quite a mixed
Zak Mir speaks with Andrea Cattaneo, chief executive of Zenith Energy Ltd (LON: ZEN), following the international energy production and development company’s latest update on its application to have the
Accelerating quantum research and development, and translating scientific breakthroughs into economic growth, industrial capability and national security advantage, is now a strategic priority for the United States. The recent U.S.
Online fashion retailer Shein has received approval from China’s securities regulator to proceed with plans for a potential initial public offering in Hong Kong. According to a statement from the
The FTSE 100 ended higher on Friday in calmer trading, helped by a double-digit rise in Vodafone shares as investors largely took the latest US-Iran tensions in stride. London’s blue-chip
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
Copper prices pick up as US continues strikes on Iran and Strait of Hormuz becomes a dangerous passage MiFID II exempt information – see disclaimer below Elevra Lithium (ELV AU)
Quantum Helium Limited (AIM: QHE) has reported gross oil revenue of US$316,263 from its Sagebrush Project during the first half of 2026, as stronger commodity prices and additional production from
Vodafone Group PLC (LON: VOD) shares jumped 11.09% to 108.60p after French telecoms billionaire Xavier Niel agreed to acquire e&’s entire 16.2% stake in the FTSE 100 telecoms group for
Businesses are continuously improving their operations, especially when it comes to payroll. This process is no longer just about processing salaries, but about maintaining compliance and employee satisfaction, and managing
Genedrive plc (AIM: GDR) has highlighted comments from UK Health Minister Preet Kaur Gill MP, who cited rapid pharmacogenetic testing for antibiotic-induced hearing loss as a practical example of personalised
Yesterday I interviewed Zenith Energy (ZEN) regarding the latest developments in its arbitration with reference to the Republic of Tunisia, as well as the shenanigans against CEO Andrea Cattaneo. Author @ZaksTradersCafe Vodafone Group
The FTSE 100 opened around 30 points higher at 10,503 on Friday, led by a sharp rise in Vodafone shares. Vodafone jumped 11.7% following news that French billionaire Xavier Niel
Arc Minerals Limited (AIM: ARCM) is preparing to begin drilling at its Virgo copper project in Botswana in August as its geophysical programme approaches completion. The Africa-focused copper explorer said
easyJet plc (LON: EZJ) has reached agreement in principle with Apollo on the key financial terms of a possible cash offer valuing the airline at approximately £5.7 billion. Under the
London stocks are set to open higher on Friday, rounding off a hectic trading week as investors look ahead to the start of earnings season next week. FTSE 100 futures
Shuka Minerals Plc (AIM/AltX: SKA) has reported further encouraging drilling results from the Kabwe Zinc Mine in Zambia, with exploration holes KBDD06 and KBDD07 confirming continued mineralisation in the previously
Panther Metals Plc (LON: PALM) has provided an update on its Phase 1 diamond drilling programme at the Wishbone volcanogenic massive sulphide prospect within the Obonga Project in Ontario, Canada.
London’s FTSE 100 underperformed European peers on Thursday as a sharp fall in AstraZeneca offset strong gains across the mining sector, while investors continued to assess developments in the Middle
Xtract Resources Plc (AIM: XTR) has announced the start of initial production at the Silverking copper-silver project in Zambia. The project is operated through a joint venture with Oval Mining Ltd,
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
Cornish Metals plc (AIM: TIN) has reported positive assay results from the first drill hole of its ongoing Roskear surface drilling programme at the South Crofty tin project in Cornwall.
The Telegraph: Iran struck US military bases in the Middle East on Thursday in retaliation for fresh American strikes against the country. The IRGC said it had targeted “key infrastructure and