Share Talk

08-11-2026

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


First Development Resources: Lander West Gold Drilling Complete

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StockBox speaks with Tristan Pottas, CEO of First Development Resources (AIM: FDR), following the completion of the Phase I, Stage II reverse circulation drilling programme at the Lander West Gold

ECR Minerals: At a 52-Week Low, Could Imminent Gold Production Trigger a Re-Rating?

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Shares in ECR Minerals (AIM: ECR) have fallen to around 0.13p, near their 52-week low, despite a series of announcements pointing to operational progress across its Australian gold projects. For

The Smarter Web Company – Weekly Update – Saturday 7th November 2026

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I think of Smarter Web as a balance sheet, with different elements that we can use to create value for shareholders. Andrew Webley We have our operating businesses, cash, Bitcoin,

First Class Metals On-Site: More Visible Gold at Sunbeam

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First Class Metals CEO Marc Sale joins StockBox live from the Sunbeam Gold Property in Ontario, Canada, to showcase newly exposed gold-bearing outcrops along the Roy trend. Following the exceptional

UK Gilt Yields Hit Multi-Decade Highs as FTSE 250 Faces Market Pressure

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The rising gilt yields have put downward pressure on the domestically focused FTSE 250 and the blue-chip FTSE 100 as higher borrowing costs and global bond sell-offs weigh on market

FTSE 100 falls 109 points despite recovery from earlier losses

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The FTSE 100 closed sharply lower on Friday, 6 November, as global stock markets remained under pressure following a steep sell-off in US technology shares, although a recovery on Wall

Malcy’s Blog – Oil price, Sunda Energy, Angus Energy & Finally

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WTI (Dec) $90.52 +$2.40, Brent (Jan) $98.29 +$3.67, Diff -$7.77 +$1.27. USNG (Dec) $2.95 -1c, UKNG (Dec) 217.50p +2.75p, TTF (Dec) €87.785 +€1.28. Author @mgrahamwood Oil price Oil is flat

FTSE 100 plunges 2.3% as global AI sell-off deepens

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London’s FTSE 100 plunged more than 2% on Friday, 6 November, as a global sell-off in technology shares spread across European markets, with investors increasingly concerned about the outlook for

London Underground drivers announce eight 24-hour strikes from November

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London Underground passengers face significant disruption after the Rail, Maritime and Transport union (RMT) announced eight 24-hour strikes between November 2026 and February 2027, escalating a long-running dispute over proposed

SP Angel – Today’s Market View, Friday 6th November 2026

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Gold falls on margin calls despite strong run ahead of midterm elections Copper slides to a three-month low as the US price premium evaporates MiFID II exempt information – see

FTSE 100 plunges nearly 2% as London stocks head for worst day since March

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London’s FTSE 100 extended its losses on Friday, 6 November, falling almost 2% as a global stock market sell-off gathered momentum, putting Britain’s blue-chip index on course for its worst

Wall Street set for mixed open after tech sell-off

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US stock futures pointed towards a mixed opening on Friday, 6 November, with technology shares showing signs of recovery following Thursday’s sharp Wall Street sell-off, which wiped trillions of dollars

Strategic Minerals passes 7,500m drilling milestone at Redmoor

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Strategic Minerals plc (AIM: SML; USOTC: SMCDF) has completed more than 7,500 metres of drilling across 13 holes at its Redmoor Tungsten-Copper-Tin Project in Cornwall, identifying further mineralisation beyond parts

What happened overnight – Friday 6th November 2026

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Asian stock markets suffered heavy losses on Friday, 6 November, as fears of a slowdown in artificial intelligence investment triggered a sharp global equity sell-off, following a Wall Street rout

FTSE 100 plunges 166 points as global AI stock sell-off hits London markets

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The FTSE 100 plunged more than 1.5% at the opening bell on Friday, 6 November, as a sharp sell-off in US technology stocks spread across global financial markets, sending London’s

Fusion Antibodies wins new contract with returning pharmaceutical client

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Fusion Antibodies plc (AIM: FAB) has secured a new antibody engineering contract worth more than £45,000 with an established European-listed global pharmaceutical customer, marking a further commercial win for its

Georgina Energy advances Hussar helium and hydrogen drilling as rig mobilisation preparations progress

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Georgina Energy Plc (LON: GEX) has reported further progress towards drilling at its Hussar EP513 project in Western Australia, confirming the procurement of specialist wellhead equipment and the commencement of

Reveille Resources secures US OTCID trading approval under ticker RVREF

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Reveille Resources (AQSE: REV) has secured approval for its ordinary shares to trade on the OTCID Basic Market in the United States under the ticker RVREF, marking a further step

FTSE 100 set to plunge as Wall Street rout hits Asian markets and AI stocks

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London’s FTSE 100 is expected to open sharply lower on Friday, 6 November, as a brutal sell-off in US technology shares spreads across global markets, with mounting concerns over artificial

FTSE 100 reverses 166-point rally to close lower as Wall Street plunges

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The FTSE 100 surrendered a strong early rally on Thursday to close 0.4% lower as a sharp sell-off on Wall Street and a more hawkish-than-expected Bank of England interest rate

Ajax completes acquisition of 74.79% stake in Paguanta silver-zinc-lead project in Chile

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Ajax Resources Plc (AQSE: AJAX; Euronext Growth Oslo: AJAXR) has completed the acquisition of a 74.79% interest in the Paguanta Project in northern Chile, securing control of an advanced-stage silver-zinc-lead

Amaroq Ltd. Notice of Q3 2026 Results and Webcast Details

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5 November 2026 – Amaroq Ltd. (LSE and Nasdaq Iceland: AMRQ, OTCQX: AMRQF), an independent mine development company focused on unlocking Greenland’s mineral potential, will publish its Q3 2026 Results

Nasdaq slides 1.2% amid renewed pressure on AI stocks

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US technology stocks extended their losses on Thursday as Wall Street reacted to the Democrats’ midterm election victories, with investors concerned that increased political scrutiny could slow the expansion of

FTSE 100 rises 71 points as Bank of England raises rates

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London stocks moved higher on Thursday afternoon, with the FTSE 100 gaining 0.7% as investors responded to the Bank of England’s first interest rate increase in more than three years,

Bank of England raises interest rates to 4% for first time in three years

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The Bank of England has raised interest rates for the first time since August 2023, increasing the Bank Rate by 25 basis points to 4% as policymakers respond to rising

SP Angel – Today’s Market View, Thursday 5th November 2026

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Gold extends rebound >$4,100 as US dollar and yields fall further MiFID II exempt information – see disclaimer below Atlas Metals Group (AMG LN) – Moving to lithium and graphite

Premier African Minerals targets 16 November Zulu restart

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Premier African Minerals Limited (AIM: PREM) has confirmed that it is targeting the recommencement of processing operations at its Zulu Lithium and Tantalum Project in Zimbabwe during the week beginning

Reveille proposes former NATO general Andrew Rohling for board role

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Reveille Resources (AQSE: REV) has announced the proposed appointment of retired US Army Lieutenant General Andrew M. Rohling, former Deputy Chair of the NATO Military Committee, as a Non-Executive Director,

BoE expected to raise interest rates to 4% for first time in three years

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The Bank of England is widely expected to raise interest rates for the first time in three years on Thursday, with financial markets pricing in a 94% probability of a

What happened overnight – Thursday 5th November 2026

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Global financial markets saw sharp movements on Thursday as oil prices extended their steep decline following the Democrats’ sweeping victory in the US midterm elections, while semiconductor and artificial intelligence

GEO Exploration completes Juno survey ahead of drilling

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GEO Exploration Limited (AIM: GEO) has completed an important programme of fieldwork and heritage assessments at its Juno Gold Project in Western Australia, clearing the way for further drilling preparations

FTSE 100 jumps 119 points ahead of Bank of England decision

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London’s FTSE 100 surged to a three-month high on Thursday morning, jumping 119 points to 10,948 as global equity markets continued to rally following the Democrats’ sweeping victory in the

Quantum Helium begins Sagebrush-1 stimulation mobilisation to boost gas flow in Colorado

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Quantum Helium Limited (AIM: QHE; OTC: QHELF) has commenced mobilisation and site preparations for a major fracture stimulation programme at its Sagebrush-1 well in Colorado, marking an important step towards

Forgent reports high-grade gold at Curley’s as further drilling begins

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Forgent plc (AIM: FORG) has reported encouraging shallow gold assay results from its central Curley’s prospect at the Peak Hill Project in Western Australia, with intersections of up to seven

Mkango moves closer to Nasdaq listing after US regulatory clearance

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Mkango Magnetic Materials Limited (AIM/TSX-V: MKA) has reached a significant regulatory milestone in its proposed Nasdaq listing of Mkango Rare Earths Limited (MKAR), after the US Securities and Exchange Commission

FTSE 100 poised for strong gains ahead of BoE rate decision

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London stocks are expected to open sharply higher on Thursday, with the FTSE 100 forecast to gain more than 113 points as investors respond to the Democrats’ sweeping victory in

FTSE 100 surges 1.8% as oil falls below $100 amid Iran peace hopes

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London stocks rallied sharply on Wednesday, with the FTSE 100 climbing 1.8% as global equity markets responded to the Democrats securing control of both chambers of the US Congress, while

Axies Ventures: Newly AIM Listed with Copper Discoveries in Cyprus & Canada

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StockBox speaks to Jason Germiquet, Managing Director of newly AIM-listed Axies Ventures, for an introduction to the company, its exploration portfolio and the opportunities ahead. With copper and gold projects

Dow Jones jumps 2% as Wall Street rallies after US elections

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Wall Street opened sharply higher on Wednesday, with the Dow Jones Industrial Average jumping 2% as investors responded to the Democrats securing control of both chambers of the US Congress

Cryptocurrencies rally as Bitcoin regains $78,000

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Cryptocurrency markets recovered from early losses on Wednesday, with Bitcoin climbing back above $78,000 as investors assessed the implications of the Democrats winning control of both chambers of the US

FTSE 100 rallies as US election results lift market sentiment

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London stocks rallied on Wednesday, with the FTSE 100 climbing 1% at midday as banking and precious metal shares surged following the Democrats’ sweeping victory in the US midterm elections,

SP Angel – Today’s Market View, Wednesday 4th November 2026

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Gold jumps >$4,000 as the dollar and yields fall on a Democrat sweep MiFID II exempt information – see disclaimer below American Tungsten & Antimony (AT4 AU) – Fast-tracks a

Strategic Minerals sells Australian copper mine to focus on Cornwall

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Strategic Minerals plc (AIM: SML; USOTC: SMCDF) has completed the sale of its Leigh Creek Copper Mine in South Australia to Cuprum Metals following regulatory approval, securing A$750,000 in cash

FTSE 100 drops as miners fail to offset defence losses

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London stocks fell in early trading on Wednesday following the US midterm elections, with the FTSE 100 slipping 0.1% as a weaker dollar and falling defence shares weighed on the

Democratic midterm victories reshape US political outlook but major policy changes face obstacles

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The Democrats’ sweeping gains in the 2026 US midterm elections have strengthened their position in Congress, though the immediate impact on American economic policy may be limited by President Donald

What happened overnight – Wednesday 4th November 2026

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Asian stock markets experienced volatile trading on Wednesday, 4 November, as investors assessed the results of the US midterm elections and the potential implications for artificial intelligence investment, technology regulation

Timur Turlov Among Kazakhstan’s Most Influential Business Leaders Expands His Media Investments

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Timur Turlov, founder and majority shareholder of Freedom Holding Corp., ranked sixth among Kazakhstan’s 50 most influential businesspeople in 2026. His business interests extend beyond financial services into publishing, broadcasting and

Forgent cuts upfront Mount Sholl acquisition payment by 64%

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Forgent plc (AIM: FORG) has agreed revised acquisition terms for an 80% interest in the Mount Sholl Nickel-Copper-PGE Project in Western Australia, reducing its initial payment by approximately 64% while

Axies Ventures makes AIM debut with copper and gold projects

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Axies Ventures (AIM: AXV) has commenced trading on London’s AIM market, marking a new chapter for the copper and gold exploration company as it advances its flagship Kokkinoantonis Complex in

FTSE 100 set to fall as US election results and Iran tensions weigh

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London stocks are expected to open lower on Wednesday, with the FTSE 100 forecast to decline around 45 points as investors assess a major shift in US politics following Democratic

Avacta to present AVA6207 at Barcelona cancer conference

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Avacta Therapeutics (AIM: AVCT) has announced plans to present its next-generation dual-payload cancer drug candidate AVA6207 at the 2026 EORTC-NCI-AACR Symposium in Barcelona, highlighting a new approach designed to overcome

MedPal AI revenue reaches £4.1m as repeat orders double

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MedPal AI plc (AIM: MPAL; FRA: Z1N) has reported strong October trading, with group revenue climbing to approximately £4.1 million as its New Health weight management business recorded a sharp

FTSE 100 falls 123 points as Iran strikes unsettle markets

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London stocks ended sharply lower on Tuesday, with the FTSE 100 falling 1.1% as fresh US military strikes on Iran heightened geopolitical uncertainty, while weaker metal prices weighed on mining

Aminex PLC – Ntorya – Rig Contract Signed

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Ntorya – Rig Contract Signed Aminex PLC (LON: AEX) is pleased to provide the following update on the Ntorya gas development. The Company has been advised by ARA Petroleum Tanzania Limited,

Peptide capacity race: how GLP-1 is reshaping supply

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The peptide capacity race: how GLP-1 demand is reshaping the supply chain from factory floor to lab bench Ten years ago, peptide manufacturing was a specialist corner of the pharmaceutical

S&P 500 and Nasdaq climb as oil prices retreat

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Wall Street opened mixed on Tuesday, with the Nasdaq and S&P 500 advancing while the Dow Jones Industrial Average fell, as investors assessed President Donald Trump’s announcement that the United

FTSE 100 falls as oil prices rise and miners slide

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London stocks moved lower at midday on Tuesday, with the FTSE 100 falling 0.7% as renewed tensions between the United States and Iran pushed oil prices higher, while weakness across

World’s 50 largest mining companies lose $712bn as gold, copper and lithium stocks slump

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The world’s 50 most valuable mining companies have lost a combined $712 billion in market capitalisation since the outbreak of the Iran conflict, with falling commodity prices, inflation concerns and

SP Angel – Today’s Market View, Tuesday 3rd November 2026

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Sentiment on datacentre rollout softens copper prices MiFID II exempt information – see disclaimer below ACG Metals (ACG LN) – US$220m all stock acquisition of the Nussir Copper Project from

Cadence Minerals completes Azteca iron ore plant commissioning

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Cadence Minerals plc (AIM: KDNC) has confirmed the successful completion of hot commissioning at the Azteca iron ore processing plant in Brazil, with approximately 2,800 tonnes of concentrate produced as

Tap Global expands Bitcoin and Solana reserves

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Tap Global Group plc (AIM: TAP; OTCID: TAPIF) has expanded its cryptocurrency treasury with a further £235,523 investment in Bitcoin, Ethereum and Solana, taking its total Digital Asset Income Strategy

Bitcoin falls below $77,000 amid cryptocurrency sell-off

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Bitcoin slipped below $77,000 on Tuesday as cryptocurrency markets remained under pressure following the record $6.3 billion Binance hack, another wave of leveraged liquidations and significant withdrawals from US Bitcoin

URU Metals outlines 3,850-metre drilling programme at Zeb Nickel

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URU Metals Limited (AIM: URU) has released a new corporate video showcasing the exploration potential of its flagship Zeb Nickel Project in South Africa, as the company advances plans for

FTSE 100 set to fall as markets watch Iran talks and US elections

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London stocks are expected to open lower on Tuesday, with the FTSE 100 forecast to decline around 47 points as investors assess developments in US-Iran peace negotiations, weakness in American

Amaroq – Episode 7: String of Pearls

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In 2026, the conversation about Western critical mineral supply moved from strategy papers to the ground. Amaroq sits at the heart of that conversation, and in West Greenland, the company

Fulcrum Eight uranium zones identified at Fontaine Lake

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Eight uranium target zones identified at Fontaine Lake Project 18 uranium targets and target zones across Fontaine Lake and Charlot-Neely   Fulcrum Metals plc (AIM: FMET; OTCQB: FULMF), which is developing

FTSE 100 rises as falling oil prices lift airlines and housebuilders

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London stocks finished higher on Monday, with the FTSE 100 gaining 0.3% as optimism over renewed US-Iran peace talks helped lift airlines, retailers and housebuilders, although a sharp fall in

Empyrean Energy agrees 10% stake in Austrian gas project

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Empyrean Energy plc (AIM: EME) has signed an Exploration and Investment Agreement with ADX VIE GmbH to acquire a 10% economic interest in the GOLD Cluster gas prospects in Upper

Wall Street opens higher as oil prices fall and tech stocks recover

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Wall Street opened higher on Monday as falling oil prices helped lift investor sentiment, with the S&P 500 and Nasdaq recovering some ground following last week’s sharp technology sell-off. The

Kavango Resources steps up Zimbabwe gold production

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Kavango Resources plc (LON: KAV; VFEX: KAV.VX) has successfully commissioned its 50-tonne-per-day gold processing plant at the Hillside Gold Project in Zimbabwe, marking an important operational milestone as the company

FTSE 100 flat as oil prices fall and FTSE 250 rises

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London stocks were mixed at midday on Monday, with the FTSE 100 trading broadly unchanged as falling oil prices weighed on heavyweight energy companies, while gains across consumer, defence and

SP Angel – Today’s Market View, Monday 2nd November 2026

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Gold prices bounce following 3.7% fall on Friday MiFID II exempt information – see disclaimer below Anglesey Mining (AYM LN) – £1.25m fundraising to progress Parys Mountain Aterian* (ATN LN)

Amaroq reports zinc grades up to 62.2% at Maarmorilik as Greenland mining strategy advances

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Amaroq Ltd (LON: AMRQ; Nasdaq Iceland: AMRQ; OTCQX: AMRQF) has reported high-grade zinc, lead and silver exploration results from its Maarmorilik project in West Greenland, including samples containing up to

Binance warns of fake $150 compensation offers as scammers exploit $6.3bn crypto hack

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Binance has warned customers about fraudulent compensation offers circulating online following last week’s $6.3 billion cryptocurrency hack, with scammers attempting to exploit uncertainty surrounding the exchange’s withdrawal suspensions. Screenshots shared

FTSE 100 recovers early losses as JD Sports and IAG rise

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The FTSE 100 recovered most of its early losses on Monday, trading just four points lower at 10,725 by 9am, as gains in retail, travel and financial shares helped offset

The Smarter Web Company confirms Bitcoin holdings are unaffected by Binance hack

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The Smarter Web Company (AQUIS: SWC; OTCQB: TSWCF; FRA: 3M8) has reassured investors that none of its Bitcoin holdings is held with Binance following the reported $6.3 billion cyberattack on

Reveille appoints Yellow Cake CFO Carole Whittall as Strategic Advisor

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Reveille Resources (AQSE: REV) has appointed Carole Whittall, Chief Financial Officer and Executive Director of Yellow Cake plc, as a Strategic Advisor, strengthening its uranium industry expertise as the company

Pulsar Helium Leadership Succession and Appointment Sole Broker

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PULSAR HELIUM ANNOUNCES LEADERSHIP SUCCESSION AND APPOINTMENT OF CANACCORD GENUITY AS SOLE BROKER Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF), a primary helium company, announces a planned leadership

FTSE 100 faces lower open after Wall Street tech sell-off

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London stocks are expected to open slightly lower on Monday, with the FTSE 100 forecast to decline around 14 points as investors assess renewed tensions in the Middle East, falling

Axies Ventures: a compelling copper exploration story ahead of its AIM debut

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With a flagship Cyprus discovery, a sizeable opportunity in historic mine dumps and an emerging Ontario copper trend, Axies Ventures is preparing to bring a portfolio of high-potential exploration assets

Binance customers withdraw $3.7bn as exchange reopens following record $6.3bn North Korean cyberattack

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Binance customers withdrew $3.7 billion (£2.8 billion) within hours of the cryptocurrency exchange reopening withdrawals on Sunday, following a devastating $6.3 billion cyberattack that US authorities have attributed to North

Share Talk Weekly Stock Market News Review, Sunday 1st November 2026

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The FTSE 100 closed 7.71 points higher, up 0.1%, at 10,729.78, after a volatile session in which the blue-chip index repeatedly moved between positive and negative territory. The broader UK

Virgin Media O2 prepares to cut 4,000 jobs as £22bn debt pile drives major restructuring

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Virgin Media O2 is reportedly preparing to cut approximately 4,000 jobs, equivalent to a quarter of its workforce, as the telecommunications giant seeks to reduce operating costs and manage a

Share Talk Weekly Small Cap Movers & Shakers, Sunday 1st November 2026

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London’s FTSE 100 ended Friday marginally higher as strong gains for AstraZeneca and BT Group offset heavy losses in NatWest and technology-related stocks, while Wall Street suffered a sharp sell-off

Poundland founder warns 30,000 jobs could be lost as retailer faces administration

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Poundland founder Steve Smith has warned that as many as 30,000 jobs could be lost if the discount retailer collapses, as a dispute over potential rescue bids intensifies following the

BBC licence fee set to top £200 as millions stop paying

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The BBC licence fee is forecast to rise above £200 a year by 2031, despite millions of households abandoning the charge as the broadcaster faces growing competition from streaming services

The Smarter Web Company – Weekly Update – Saturday 31st October 2026

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Looking back over the last few months, it has been a significant period for Smarter Web. We have continued developing the business, attracted considerable interest and, importantly, launched the first

Mkango Magnetic Materials: A Rare Earth Opportunity, or a Funding Question Still to Answer?

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A growing list of project announcements does not always translate into a rising share price, and Mkango Magnetic Materials (AIM/TSXV: MKA) provides a timely example. The shares have touched a

What Heirs Need to Know About Accessing Their Inheritance Before Probate Closes

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Receiving an inheritance can bring financial relief at a time when families are already dealing with grief, but it can also create uncertainty. An heir may know that a loved

FTSE 100 gains as NatWest falls and Wall Street tech stocks slide

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London’s FTSE 100 ended Friday marginally higher as strong gains for AstraZeneca and BT Group offset heavy losses in NatWest and technology-related stocks, while Wall Street suffered a sharp sell-off

Bitcoin plunges towards $77,000 as $6.3bn Binance hack triggers cryptocurrency sell-off

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Cryptocurrency markets suffered a sharp sell-off on Friday after hackers stole $6.3 billion (£4.7 billion) in digital assets from Binance, the world’s largest cryptocurrency exchange, in what could be the

Nasdaq plunges as Amazon and Intel spark AI spending fears

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Wall Street suffered a sharp technology sell-off on Friday as concerns over escalating artificial intelligence investment and disappointing earnings forecasts sent the Nasdaq Composite tumbling, while stronger profits from US

FTSE 100 rises as BT and AstraZeneca rally but NatWest plunges 7.4%

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London stocks were mixed at midday on Friday, with the FTSE 100 edging higher as strong gains for BT Group and AstraZeneca offset a sharp decline in NatWest shares, while

SP Angel – Today’s Market View, Friday 30th October 2026

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Tin pulls back as investors focus on AI market correction, macroeconomic and monetary tightening MiFID II exempt information – see disclaimer below Ariana Resources (AAU LN) – Quarterly report focusses

NatWest cuts 1,000 jobs in three months as AI transformation accelerates

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NatWest Group (LON: NWG) has cut 1,000 jobs over the past three months as the banking giant accelerates its adoption of artificial intelligence, bringing total workforce reductions to 1,400 so

Ariana Resources reports high-grade gold drilling at Dokwe as cash position strengthens to £17.3m

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Ariana Resources plc (AIM: AAU; ASX: AA2) has reported significant progress at its wholly owned Dokwe Gold Project in Zimbabwe, with drilling returning gold grades of up to 93.72 grams

Sovereign Metals identifies $722m rare earth opportunity at Kasiya as project value reaches $2.9bn

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Sovereign Metals Limited (ASX: SVM; AIM: SVML; OTCQX: SVMLF) has outlined a potential US$722 million increase in the pre-tax net present value of its Kasiya Critical Minerals Project in Malawi,

Binance suffers record $6.3bn cryptocurrency hack

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Cryptocurrency exchange Binance has suffered an unprecedented security breach involving $6.3 billion (£4.7 billion) in digital assets, in what investigators believe is the largest cryptocurrency theft ever recorded. The attack,

FTSE 100 set to rise as investors await major company results

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London stocks are expected to open higher on Friday, with the FTSE 100 forecast to gain around 42 points as investors assess interest rate decisions from the European Central Bank

Predator Oil & Gas reports initial MOU-6 well test results

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Predator Oil & Gas Holdings Plc (LON: PRD) has reported disappointing preliminary well testing results from its MOU-6 exploration well in Morocco, with testing failing to establish gas inflow despite

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