27-09-2026
Welcome to the weekly round up from Share Talk, we will only send these once a week and we hope you enjoy the content.
Britain is heading towards significantly greater dependence on imported gas as declining North Sea production outpaces reductions in domestic demand, increasing exposure to global LNG prices and overseas suppliers. “Britain
The FTSE 100 closed 15.26 points, or 0.1%, higher at 10,695.25 on Friday, while the FTSE 250 rose 0.4% to 24,261.14 and AIM added 0.2%. For the week, the FTSE
Small caps can spend years being valued mainly on what might happen next. A mineral explorer talks about targets, a developer talks about future production, and a specialist technology business
When we last looked at the helium market in March, the immediate concern was the Strait of Hormuz. Qatar, the world’s second-largest helium producer, accounted for around 35% of global
The FTSE 100 closed 15.26 points, or 0.1%, higher at 10,695.25 on Friday, while the FTSE 250 rose 0.4% to 24,261.14 and AIM added 0.2%. For the week, the FTSE
East Greenland has entered a new chapter in Arctic security planning, drawing fresh attention to a region where Pulsar Helium holds a wholly owned helium and geothermal project. BBC News
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Strategic Minerals PLC (AIM: SML) plans to spend the remainder of 2026 and much of 2027 drilling and testing its Redmoor tungsten project in Cornwall, with the aim of upgrading
Copper heads for a second weekly gain on China demand hopes MiFID II exempt information – see disclaimer below Empire Metals* (EEE LN) – Pitfield produces rutile pigment Pensana (PRE
Pensana (PRE) said that further to the recent RNS on the Cascade US$165 million investment with backing from the State of Qatar and the confirmation of USD$15 million received to
Upland Resources Limited (LON: UPL) said construction has begun on Lost Soldier Oil & Gas’s 8-inch gas sales pipeline in Wyoming, with field crews commencing pipeline construction and welding operations.
The most avoidable game purchase is often not a bad game but the wrong version of a good one. A common misconception says the largest bundle is automatically the sensible
Reveille (AQSE: REV) has highlighted Italy’s final parliamentary approval of legislation designed to establish a new framework for sustainable nuclear energy, potentially strengthening the long-term strategic relevance of domestic uranium
Oil prices pulled back on Friday after a recent surge, with Brent crude down 1.1% to around $105.47 a barrel and West Texas Intermediate down 1.8% to $92.91. The decline could
Abingdon Health plc (AIM: ABDX) (OTCQB: ABDXF), a leading international developer, manufacturer and provider of regulatory services for rapid diagnostic tests and med-tech, announces the official opening yesterday of its
Avacta Therapeutics (AIM: AVCT) has presented the design of its Phase 1 FOCUS-01 trial and updated preclinical data supporting AVA6103 in pancreatic ductal adenocarcinoma at the AACR Conference on Pancreatic
The FTSE 100 is expected to open around 36 points, or 0.3%, higher at 10,715.99 on Friday, after closing 0.2% lower at 10,679.99 on Thursday. The rebound comes despite a
Small caps can spend years being valued mainly on what might happen next. A mineral explorer talks about targets, a developer talks about future production, and a specialist technology business
TalkTalk could appoint administrators within days, according to The Telegraph, prompting heightened contingency planning across government, regulators and the telecoms industry. Officials are reportedly examining how services could be maintained
The FTSE 100 closed 25.27 points, or 0.2%, lower at 10,679.99 on Thursday, while the FTSE 250 fell 0.9% to 24,154.32 and AIM declined 1.1%. European markets were also weaker,
A team swaps in a newer, more capable model, expecting the agent built on top of it to finally stop dropping steps. It doesn’t. The same agent that skipped a
Wall Street opened lower on Thursday, with persistently high oil prices weighing on investor sentiment and adding to concerns over inflation and interest rates. The S&P 500 and Dow Jones
Tap Global Group plc (AIM: TAP) said assets under management in its Tap Earn crypto yield programme surpassed $8.0 million as at 22 September 2026, up 43% from $5.6 million
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Copper slips for a second day as traders weigh Fed talk against Chilean supply risk MiFID II exempt information – see disclaimer below 80 Mile plc* (80M LN) – Jameson
Sagebrush -1 well frac and flow test planned for 4Q 2026 Quantum announced completion of a technical review of the stimulation and completion data from the Sagebrush -1 well with
Raspberry Pi Holdings PLC (LON: RPI) delivered record first-half revenue and profitability, with revenue for the six months to 30 June rising 90% to $256.9 million. For investors, the standout
Sunda Energy plc (AIM: SNDA) has raised the full £525,000 available through its retail offer after demand exceeded the number of shares available. The company will issue 35 million retail
Tap Global Group plc (TAP), the innovative digital finance hub that brings money, payments and crypto settlement services together in a single user-friendly app, provided an update on Tap Earn,
The FTSE 100 fell as much as 0.4% to 10,666.91 in early trading on Thursday, as a global sell-off in government bonds raised concerns over borrowing costs and the outlook
Global debt markets came under renewed pressure on Thursday as Japan’s benchmark 10-year government bond yield surged to its highest level in 30 years, extending a sell-off that began in
Premier African Minerals Limited (AIM: PREM) has amended the vesting terms of director and management options first announced in May, making them more closely tied to production milestones at the
80 Mile plc (AIM: 80M) has agreed revised terms for its Jameson liquid hydrocarbon joint venture in Greenland, receiving £500,000 in cash while extending the longstop dates for both planned
The FTSE 100 is expected to open marginally lower on Thursday, 24 September 2026, at around 10,702, after closing at 10,705.26 on Wednesday. Markets are contending with a renewed sell-off
When we last looked at the helium market in March, the immediate concern was the Strait of Hormuz. Qatar, the world’s second-largest helium producer, accounted for around 35% of global
The FTSE 100 ended little changed at 10,705.26 on Wednesday, as unexpectedly strong US economic data was offset by renewed concern over the Middle East and a sharp rebound in
Gold and silver prices fell sharply on Wednesday, as a stronger US dollar and hawkish comments from Federal Reserve officials increased expectations that US interest rates could remain higher or
Airtel Money is planning a London stock market flotation that could value the business at $8 billion to $9 billion, making it one of the largest UK listings in recent years.
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Legal & General reportedly plans to cut around 1,000 jobs by mid-2027, equivalent to roughly 10% of its workforce, as chief executive António Simões pushes ahead with efforts to simplify
Copper pulls back from near-record as the dollar firms MiFID II exempt information – see disclaimer below Great Western Mining (GWMO LN) – Completion of drilling at the Defender tungsten
BSF Enterprise Plc (LON: BSFA) shares jumped 18% after the US Patent and Trademark Office issued a Notice of Allowance covering key intellectual property behind its ETSYL® collagen technology. The
The Times: London will get one of its biggest IPOs of the last five years after Airtel Money, the mobile payments arm of Airtel Africa, announced its intention to float.
The FTSE 100 opened 38.87 points, or 0.36%, higher at 10,747.20 on Wednesday, rebounding from Tuesday’s close of 10,708.33. The index traded between 10,742.37 and 10,765.19 in early dealings, showing
Brent crude fell below $99 a barrel in early trading on Wednesday, 23 September 2026, as renewed US-Iran diplomatic contact and reports of improving Saudi export capacity reduced some of
Shuka Minerals Plc (AIM/AltX: SKA) has received certified laboratory results from all five holes drilled at Pit 2 of the Kabwe Zinc Mine, confirming several high-grade zinc intersections and broadly
Great Western Mining Corporation PLC (AIM: GWMO) has completed its first reverse-circulation drilling programme at the Defender Tungsten Project in Nevada, with multiple holes intersecting broad zones of scheelite-bearing skarn.
The FTSE 100 is expected to open around 38 points, or 0.4%, higher at 10,746.53 on Wednesday, recovering from Tuesday’s 0.3% decline as investors welcomed renewed diplomatic contact between the
Mendell Helium (LON: MDH) has reported helium concentrations of up to 11.5% from the latest gas sample taken at its Rost 2-26 well in Kansas, with concentrations increasing across recent
When we last looked at the helium market in March, the immediate concern was the Strait of Hormuz. Qatar, the world’s second-largest helium producer, accounted for around 35% of global
The FTSE 100 closed 0.3% lower at 10,708.33 on Tuesday, while the FTSE 250 edged 0.1% higher to 24,526.45, as investors weighed weaker oil prices against hopes for diplomatic progress
UK fuel prices are continuing to climb despite the recent fall in crude oil, with the average price of diesel reaching 196.89p per litre, according to the RAC. Average unleaded
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Copper rises for a sixth day as China’s physical market tightens MiFID II exempt information – see disclaimer below Apollo Minerals (AON AU) – French BRGM geophysical survey at Couflens
Petro Matad Limited (AIM: MATD) shares fell 25% to 0.90p after PetroChina instructed the company to stop delivering crude, forcing production to be suspended at its Heron-1 and Gazelle-1 wells
Oxford Biomedica (OXB), a global quality and innovation-led cell and gene therapy CDMO, today announced interim results for the six months ended 30 June 2026. Revenue growth: constant currency revenue
The FTSE 100 opened 0.1% higher at 10,751.54 on Tuesday, as investors looked past further signs of pressure on the UK’s public finances. The FTSE 250 also gained 0.1% to
Sunda Energy Plc (AIM: SNDA) has conditionally raised £5.25 million before expenses through a placing and subscription at 1.5p per share, alongside a separate retail offer seeking up to a
Technology stocks powered Asian markets higher on Tuesday, as strong demand for Meta Platforms’ Muse AI assistant revived enthusiasm for artificial intelligence shares and easing oil prices improved risk appetite.
Quantum Helium Limited (AIM: QHE) is advancing plans for a larger-volume stimulation programme at its Sagebrush-1 well in Colorado, with specialist adviser IPT Well Solutions recommending a conventional propped fracture
The FTSE 100 is expected to open around 20 points, or 0.2%, higher at 10,760 on Tuesday, extending Monday’s 0.8% gain as renewed enthusiasm for artificial intelligence lifted global technology
Helix Exploration (HEX: AIM) has made one of the clearest moves from development into commercial activity since March. Production at its Rudyard project in Montana began in February, but the
The FTSE 100 closed 0.8% higher at 10,739.01 on Monday, while the FTSE 250 gained 1.2% to 24,491.37, as falling oil prices and improved sentiment around US-China relations supported European
Tertiary Minerals PLC (AIM: TYM) is planning a fresh equity fundraising to accelerate work at its flagship Mushima North project in Zambia following encouraging Phase 4 drilling results. The placing
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Bitcoin surged above $84,000 on Monday, reaching its highest level since May, as improving risk appetite and easing pressure from oil prices helped cryptocurrencies rebound sharply. The world’s largest cryptocurrency
Copper extends gains as Chinese buying and tight supply outweigh Fed rate worries MiFID II exempt information – see disclaimer below Anglo Asian Mining* (AAZ LN) – Record copper output
Reabold Resources plc (LON: RBD) has declared its all-share offer for Union Jack Oil (AIM: UJO) final, while rejecting criticisms raised by Union Jack’s newly appointed board over the value,
Flights across parts of the UK have been delayed after a technical issue at National Air Traffic Services’ Prestwick centre forced restrictions on airspace covering northern and central England, Scotland
Powerhouse Energy Group PLC (AIM: PHE) said the second half of 2026 could be its most significant yet, with its Ballymena project and National Hydrogen framework moving towards key investment
London BTC Company (BTC), the London Stock Exchange main market-listed company, announced that the exploration programme currently underway at its 2,190 acre (8.86 km2) Teep Gold-Silver Project in the Tokop
PULSAR HELIUM APPOINTS DAVID YOUNG TO THE BOARD OF DIRECTORS AND CHIEF FINANCIAL OFFICER Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF), a primary helium company, is pleased to
Guardian Metal Resources plc (NYSE-A: GMTL, LON: GMET) has reported broad tungsten intersections from its Tempiute project in Nevada, including 92.0m at 0.34% WO₃, prompting the company to accelerate rehabilitation
Great Southern Copper plc (LON: GSCU) has reported encouraging preliminary metallurgical results from its Mostaza copper-silver deposit in Chile, with recoveries exceeding 90% for copper and 85% for silver. Testing
Mkango Resources Ltd (AIM/TSX-V: MKA) will change its name to Mkango Magnetic Materials Limited, reflecting the company’s shift from primary raw-material development towards rare earth magnet manufacturing, recycling and downstream
The FTSE 100 is expected to open around 30 points, or 0.3%, higher at 10,686.73 on Monday, recovering a small part of Friday’s 1.5% decline. Sentiment has improved ahead of
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
UK homebuyers could face more than £1,100 a year in additional mortgage costs by December 2026 as higher energy prices increase expectations for further Bank of England interest-rate rises, according
Mendell Helium (MDH: AIM) has arguably changed more than its modest market profile might suggest since March. The company completed its move to AIM on 16th June, having raised £5
The FTSE 100 closed 1.50% lower at 10,654.33 on Friday, falling 162 points in its biggest one-day decline since 8 July. The FTSE 250 dropped 0.65% to 24,193.65, as geopolitical
Warren Buffett Author @ZaksTradersCafe Warren Buffett resigning as Chairman is perhaps not as big a deal as when he resigned as CEO at the beginning of this year after 60
Bitcoin has a 51% chance of falling to $75,000 at some point before 30 September 2026, according to bettors on the cryptocurrency prediction market Polymarket, as higher US interest rates
When we last looked at the helium market in March, the immediate concern was the Strait of Hormuz. Qatar, the world’s second-largest helium producer, accounted for around 35% of global
Talon Resources’ (AIM: TAR) transformation has been unusually rapid. The company was admitted to AIM on 23rd June 2026, moving from a Main Market cash shell into a North American
UK diesel prices could rise above £2.30 per litre by the end of the year if the Iran conflict continues and global fuel supplies remain constrained, according to analysts at
Volkswagen has slashed its profit outlook and warned of around €10 billion of charges and restructuring costs, sending its shares 5.5% lower in Frankfurt trading. The German carmaker now expects
The FTSE 100 closed 1.50% lower at 10,654.33 on Friday, falling 162 points in its biggest one-day decline since 8 July. The FTSE 250 dropped 0.65% to 24,193.65, as geopolitical
Zak Mir takes a charting look at some of the most closely followed small caps on the London Stock Exchange. Today’s charts are the FTSE 100, DAX, Dow, Bitcoin, Ethereum, Gold,
Gold holds its gain as lower oil eases inflation worries MiFID II exempt information – see disclaimer below Arafura Rare Earths (ARU AU) – Arafura extends wind-turbine OEM offtake Galileo
It has thus far refused four £9 offers from Swedish investment firm EQT, which is said to be looking at Oxford BioMedica plc (LON: OXB) again now that shares are
The Telegraph: Labour plans tax raid on holiday cottages. John Healey’s proposal to treat vacation rentals as second homes will force many to sell up, warn tourism bosses. Author @ZaksTradersCafe Comment: Perhaps the
Mothercare PLC (LON: MTC) shares fell 68% in early trading after the retailer warned that its longer-term solvency had become “highly uncertain” following plans by its largest Middle Eastern franchise
Shuka Minerals Plc (AIM/AltX: SKA) has agreed the assignment of the remaining £163,334 GMI convertible loan to two parties: Richard Lloyd, Shuka’s chief executive officer and director, and an unnamed
Galileo Resources plc (AIM: GLR) has confirmed that all conditions precedent have now been satisfied for the sale of two Kalahari Copper Belt licences to Metal Capital Exploration, a wholly
The Bank of England held the Bank Rate at 3.75% by a 6–3 vote, but five of the six members who backed no change outlined circumstances in which they could
Defence Holdings Secures Second UK Government Contract, Advancing Commercial Execution Defence Holdings PLC (LON: ALRT) has secured its second contract with the UK Government, marking further progress in converting its
Tertiary Minerals plc (AIM: TYM) has outlined a substantially higher-grade silver-copper-zinc zone at the Discovery Zone within its Mushima North Project in Zambia, while drilling continues to extend mineralisation beyond
The FTSE 100 is expected to open broadly flat at 10,816.44 on Friday, after Thursday’s 1.2% rally, as investors digest a more hawkish Bank of England stance and another interest-rate
When we last looked at the helium market in March, the immediate concern was the Strait of Hormuz. Qatar, the world’s second-largest helium producer, accounted for around 35% of global
The FTSE 100 closed 1.19% higher at 10,816.14 on Thursday, extending its gains for a second consecutive session after the Bank of England kept interest rates unchanged. The FTSE 250