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Mining

Andrada Mining Limited (AIM: ATM, OTCQB: ATMTF), the critical raw materials producer with mining and exploration assets in Namibia, has announced it has entered into a “earn-in agreement” with Sociedad Química y Minera de Chile SA (SQM), one of the world’s largest lithium chemicals producers.

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Mining

Charlie King, CEO of Tribe Technology PLC (LON:TRYB), explains how the company is revolutionising the mining industry with the launch of the world’s first fully autonomous drill rig.

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Mining

Oliver Hasler, chairman of PYX Resources Ltd (NSX:PYX,LSE:PYX) highlights the advantages of operating in Indonesia and how the company is benefiting from its low cost environment.

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Mining

Blencowe Resources (LSE: BRES.L) has signed a Memorandum of Understanding (“MOU”) with Singaporean graphite sales and marketing specialist Triessence Limited (“Triessence”), a leading Asian SPG and Anode material producer (“SPG Partner”).

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Mining

Mike Ralston, CEO of Blencowe Resources (LON:BRES), welcomes successful completion of the final stage of a graphite pre-qualification test program at Orom-Cross.

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Mining

GreenRoc Strategic Materials Plc (AIM: GROC) is putting further building blocks in place towards its planned Amitsoq Graphite Mine in South Greenland, and its graphite Active Anode Materials production plant in Norway.

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Mining

Oriole Resources (LON:ORR) is an AIM-quoted gold exploration company which has discovered a potential new gold district in Cameroon, and exploration programmes there have culminated in the signing of earn-in agreements at its Bibemi and Mbe projects.

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Digital Media

Electric Guitar PLC CEO John Regan talks to Focus IR about ‘capitalising on some significant changes in the digital advertising industry’.

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Mining

Oliver Hasler, chairman of PYX Resources Ltd (NSX:PYX,LSE:PYX) discusses expansion plans and the company’s role in critical new technologies and reviews the 1H24 trading Update.

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Oil & Gas

UK Oil & Gas PLC (AIM: UKOG) has conditionally raised gross proceeds of £1.0m by way of a placing of new ordinary shares at a price of 0.05 pence per share.

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Mining

Helix Exploration (AIM; HEX), a helium exploration and development company, has been the best-performing IPO on AIM in 2024, with its stock price increasing 2.5x since its April listing.

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Mining

Metals One (MET1) is a company that listed just a year ago and is advancing strategic minerals projects in Finland and Norway.

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Mining

Fulcrum Metals (FMET) is focused on mineral exploration and development in Canada, particularly environmentally friendly tailings processing and gold exploration projects in Ontario.

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Mining

Oliver Hasler, Executive Chairman of PYX Resources (NSX: PYX | LSE: PYX), the mineral sands mining company, discusses recent developments at the company and reflects on the global markets for monazite-rich zircon concentrate.

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Webinar

Oliver Hasler, Chief Executive Officer at Pyx Resources (PYX), David Minchin, Chairman at Helix Exploration (HEX), Ryan Mee, Chief Executive Officer at Fulcrum Metals (FMET) and Jonathan Owen, Chief Executive Officer at Metals One (MET1) joined us for the focusIR July 2024 Webinar.

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Mining

Blencowe Resources Plc (LSE:BRES) has announced funding agreements with key project partners within an overall capital raising totalling approximately £1.9 million at an issue price of 5p, representing a small premium to the 4.8p closing share price on 19 July 2024.

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Mining

Metals One (AIM: MET1), has announced its a maiden JORC Inferred Mineral Resource for the P5 area of the Finland – Black Schist Project, which now estimates the total Black Schist Project resource of 57.1Mt, more than double the previous estimate.

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Green Tech

Light Science Technologies Holdings plc (AIM: LST) stated in its recent trading update the group was EBITDA positive for the first time with revenue growing and margins expanding.

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Mining

GoldStone Resources Limited (AIM:GRL), the mining and development company with projects in Ghana, has updated investors on how its upgraded Gold processing plant at its Homase Gold Project in south-western Ghana has improved heap-leach gold recovery rates from 34% to circa 68%, enabling the Company to target 1,000 ounces of Gold production per month.

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AI

IntelliAM Ltd announced its intention to float on Aquis, with the expected admission date of 3 July.

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Mining

Bradda Head Lithium Ltd (AIM: BHL, TSXV:BHLI), is a North America-focused lithium development group with assets across the lithium mineralisation spectrum including sedimentary, pegmatite and brine opportunities.

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Mining

Tribe Technology plc (AIM: TRYB), the disruptive technology-first developer and manufacturer of world-class autonomous mining equipment that listed on AIM in 2023, has raised another £1.4m at 4.50p per new Ordinary Share to expedite its business strategy.

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Mining

Andrada Mining Limited (AIM: ATM, OTCQB: ATMTF), the technology-metals producer with mining and exploration assets in Namibia, is seeking to increase the ownership of its main operating subsidiary (“UTMC”) from 85% to 100%, through the acquisition of the 15% interest currently held by the Small Miners of Uis (“SMU”).

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Mining

Rainbow Rare Earths Ltd (LON:RBW) has released an update on its pilot plant operations for the Phalaborwa rare earths project in South Africa, with the latest results expected to further demonstrate the project’s potential to be one of the lowest cost magnet rare earth projects in development today.

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Mining

Firering Strategic Minerals (LON:FRG) , an AIM-Listed emerging quicklime production and critical mineral exploration company in Zambia and the Cote D’Ivoire, is fast tracking its quicklime Limeco project to full production capacity by 3Q25.

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Pharmaceuticals

AIM-listed Scancell Holdings plc (AIM: SCLP), is the developer of novel oncology immunotherapies and is leveraging its proprietary research to generate novel medicines to treat significant unmet needs in cancer.

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Mining

In this interview, Stefan outlines the investor updates in the second quarter of 2024 and the considerable progress that has been made with its Graphite project in Greenland.

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Digital Media

SEEEN plc, the AIM-listed AI-led media technology platform that delivers Key Video Moments and Shoppable Video Prompts to drive Video Commerce, has successfully raised £763,000, in a placing and subscription at 3p per share, to fund the Company through to profitability.

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Mining

KEFI Gold and Copper plc (LON: KEFI), the AIM-listed gold and copper exploration and development company, has now launched its long-awaited Tulu Kapi Gold Project in Ethiopia.

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Mining

CEO Stefan Bernstein recently attended the annual Raw Materials Summit held in Brussels and explains how investors can benefit from the new EU Critical Raw Materials Act following news that graphite is now included in a list of 17 ‘strategic materials’ with Governments pledging €3bn of funding.

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Mining

The milestones being achieved in 2024 continue for PYX Resources (LSE: PYX | NSX: PYX) as the developer of the world’s third largest publicly listed zircon producer by resource, announces its Mineral Separation Plant has now been connected to the local electricity grid, drastically reducing energy costs and significantly expanding operating margins.

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Mining

Cobus Loots, CEO of Pan African Resources (LON:PAF; JSE:PAF) the dual listed African-centric, mid-tier gold producer, discusses how he intends to ramp production 20-30% this financial year whilst maintaining sector-leading shareholder returns.

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Mining

Following its significant shipment of ilmenite, Oliver Hasler, Chairman & CEO of PYX Resources Ltd (NSX: PYX | LSE: PYX), the mineral sands mining company, discusses the first export of monazite-rich zircon concentrate to a customer in China.

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Fund Manager

The WS Blue Whale Growth Fund is a concentrated, long-only global equity fund which typically holds between 25 and 35 stocks at any one time, with a focus on large cap companies in developed markets with Total Return over the last year of almost 42%.

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Mining

Kavango Resources (AIM:KAV), is an exploration & development company working in Southern Africa developing bulk mining opportunities in Bulawayo, Zimbabwe and exploring large scale copper discoveries in Botswana’s Kalahari Copper Belt.

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Mining

Taseko Mines (LSE: TKO; TSX: TKO; NYSE American: TGB) is a low cost, multi-asset copper miner in North America. It has two flagship projects; North America’s fourth largest open pit copper mine, Gibraltar, which has been operational for 20 years with a further 20 years of mine life ahead, and the low-carbon copper mine Florence, currently under construction in Arizona, which is due to start ramping up production from late next year.

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Natural Resources

The CQS Natural Resources Growth & Income Investment Trust (LON:CYN) holds a concentrated active portfolio of global mining, energy and shipping mid-cap stocks in a closed end trust

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Webinar

Welcome to the focusIR Investor Webinar for May 2024.

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Mining

Five years after its IPO and the acquisition of the Orom-Cross Graphite Project in Uganda, Blencowe Resources Plc (LSE:BRES) is on course for end of 2025 production.

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Mining

Sovereign Metals (ASX:SVM; AIM:SVML), the developer of the world’s largest natural rutile and one of the largest natural graphite projects globally, has announced strong graphite test results at the company’s Kasiya project in Malawi.

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Mining

Trident Royalties Plc (AIM: TRR, OTC: TDTRF), the diversified mining royalty company, has announced an offtake milestone by one of its key portfolio constituents, and discusses its FY23 results to 31 December 2023.

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Mining

GreenRoc Mining (AIM:GROC) is focused on the development of critical mineral projects in Greenland, has announced the results of its Preliminary Feasibility Study (PFS) in respect of the establishment of a downstream processing plant to produce graphite active anode material from graphite concentrate mined from Amitsoq, South Greenland.

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Time to Act (AQUIS: TTA), a UK engineering-led group focused on energy transition supply chain, has announced its intention to IPO on the Aquis Growth Exchange.

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Mining

Ryan Mee, CEO of Fulcrum Metals (AIM:FMET), the Canada-focused mineral exploration and development company, has announced its Full Year results to 31 December 2023, the year in which Fulcrum successfully IPO’d on AIM in February, raised £3.0m (gross), acquired highly prospective Gold and Uranium exploration projects in Canada and successfully advanced its strategic Gold tailing projects in Ontario.

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SulNOx Group (AQUIS:SNOX), a UK fuel additive technology company who develop eco-friendly fuel-additives, recently published their FY24 & 1Q25 trading update demonstrating significant progress across their commercial marine trials.

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Mining

Alba Mineral Resources (AIM:ALBA) is an exploration company primarily working to bring the historic Clogau-St David’s Gold Mine back into commercial production after a 26-year hiatus. It also holds a 37.49% majority stake in GreenRoc Mining, whose flagship graphite battery metals project is in Southern Greenland.

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Charles Jillings, CEO of Utilico Emerging Markets Trust, explains why he’s re-energized by the investment opportunities across Latin America having just returned from his annual trip to emerging countries such as Brazil, Columbia and Mexico.

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Mining

CleanTech Lithium (AIM:CTL, OTCQB:CTLHF), the Chile-focused Direct Lithium Extraction (DLE) explorer and developer, completes the acquisition of 23 Laguna Verde licences, which it previously held options over.

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Mining

Critical Metals (LON:CRTM), the developer and operator of the Molulu Copper/Cobalt Project (“Molulu”) in the Democratic Republic of Congo (“DRC”), has raised £1.6m through an oversubscribed private placement of convertible loan notes to existing shareholders and new investors to bring Molulu back into copper production.

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Mining

Ryan Mee, CEO of Fulcrum Metals (AIM:FMET), the Canada-focused mineral exploration and development company, discusses plans to acquire a 100% interest in the Sylvanite Gold Tailings project in Kirkland Lake, Ontario.

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Mining

Alba Mineral Resources (AIM:ALBA) is a mineral exploration company working to bring the historic Clogau-St David’s Gold Mine back into commercial production, after a 26-year hiatus.

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Mining

Stefan Bernstein, CEO of GreenRoc Mining (AIM:GROC), the developer of critical mineral projects in Greenland, explains why he believes the Amitsoq Graphite Mine in Southern Greenland could become a strategic project under the EU’s Critical Raw Materials Act.

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Mining

PYX Resources (AIM:PYX) has announced Full Year Results for the year ended 31 December 2023.

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Mining

Trident Royalties (AIM:TRR), a diversified mining royalty company with assets spread across four continents, is reacting today on news that Lithium Americas Corporation (NYSE: LAC) has received a conditional commitment from the U.S. Department of Energy for a $2.26 billion loan to proceed with the Thacker Pass Lithium Project in Nevada.

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Mining

PYX Resources (“PYX”), a mineral sands producer listed on the Australian National Stock Exchange and on the Main Market of the London Stock Exchange, announces Final Results to 31 December 2023.

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Emerging Markets

Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets, provides a market overview and a portfolio update on UEM’s performance for February 2024.

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Mining

Newmont, owners of 70% of the Havieron gold/copper project in Westen Australia, and the Telfer gold mine 45KM away, have opted to divest several non-core assets.

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Food & Drink

East Imperial (LON:EISB), the New Zealand-based producer and supplier of super-premium mixers into some of the world’s biggest drinks markets, has endured a difficult FY23 as demand for its products softened across Asia-Pacific with a subsequent squeeze on working capital.

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Digital Media

SEEEN plc, the AIM-listed AI-led media technology platform that delivers Key Video Moments and Shoppable Video Prompts to drive Video Commerce and transform profitability for clients, provides investors with his RNS-Reaction to the recently announced partnership with the American 7’s Football League (“A7FL”).

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Cyber Security

NARF Industries (LON:NARF / OTCQB: NFIN.F) is a cyber security group specialising in high-end threat intelligence and critical infrastructure security.

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Webinar

Welcome to the recording of the focusIR Investor Relations Webinar, recorded on 27 February 2023. Investors will hear: Sapan Ghai, Chief Commercial Officer at Sovereign Metals (AIM:SVML) on plans to develop the world’s largest and lowest cost Tier One rutile/titanium dioxide discovery, uniquely combined with the second largest lowest cost flake graphite discovery.

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Mining

Sovereign Metals (AIM:SVML, ASX: SVM) is focused on developing a Tier-One long life dual titanium dioxide and graphite project in Malawi, South East Africa.

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Mining

Europa Oil & Gas (AIM: EOG), the UK, Ireland and West Africa focused oil and gas company has recently acquired a new high impact gas exploration asset in Equatorial Guinea.

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Food Tech

MicroSalt (AIM:SALT) is a low-sodium technology company currently commercialising a patented full-flavour low sodium salt product and a major disruptor in the food market. The company is looking for quick growth by targeting the world’s largest B2B food manufacturers.

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Analyst

Gaius King, Resource Analyst at Fox-Davies explains the supply-demand dynamic of the uranium market, and his personal views on the risks and rewards the investment opportunity presents.

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Mining

Helium One Group (AIM:HE1) the Tanzania-focused helium explorer announced a significant helium discovery of 4.7% at surface on 5th February from the Itumbula West drill in the Rukwa Rift basin, Tanzania.

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Emerging Markets

Jon Groocock, Deputy Portfolio Manager at Utilico Emerging Markets, provides an update on how the trust has performed in January 2024.

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Mining

GreenRoc Mining (AIM:GROC),the exploration and development company focused on critical mineral projects in Greenland, has announced a major positive change in the Greenlandic mining laws, which will accelerate and de-risk its ‘world-class’ Amitsoq graphite project in Southern Greenland ‘by several months if not a year or so’.

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Mining

Trident Royalties (AIM:TRR), the growth-focused diversified mining royalty and streaming company, has released its 4Q23 results to December 31st 2023.

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Food Tech

MicroSalt plc (AIM:SALT) the full flavour low-sodium producer become one of the few companies to IPO on London’s AIM market this year, raising £3.1 million (gross) yesterday from its spinout from TekCapital (AIM:TEK) and IPO on the AIM Market of the London Stock Exchange.

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Digital Media

SEEEN plc, (AIM:SEEN), the AI-led media technology platform that delivers Key Video Moments and Shoppable Video Prompts to drive Video Commerce, has announced FY23 results.

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Mining

PYX Resources (LSE: PYX), the world’s 3rd largest publicly listed zircon producer by resource, provides investors with an overview of the Company and updates the market on its strong FY23 operational results.

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Mining

Chaarat Gold Holdings (AIM: CGH), the gold exploration and development company operating in the Kyrgyz Republic, discusses its plans to have financing completed for its 1MOz Tulkubash gold project by the end of 1Q24.

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Emerging Markets

Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets, provides an update on how the trust has performed in December 2023.

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Mining

Alba Mineral Resources (AIM:ALBA) has successfully dewatered Level 4 at Clogau and now has access to the primary gold target, which sits just below Level 4.

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Mining

Following the successful IPO in February 2023, where the Company raised approximately £3m, Fulcrum Metals has been busy bringing its key asset, Teck-Hughes on stream whilst building out its portfolio of gold and uranium prospects in Canada.

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Mining

“It’s been a great year for GreenRoc Mining where we have achieved a lot of milestones”, said CEO Stefan Bernstein. “It’s also been transformative, as GreenRoc looks set to become one of the first, if not the first, producer of anode graphite material for the electric car industry in Europe.”

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Mining

Charles Jillings, CEO at Utilico Emerging Markets Trust, explains why emerging markets in general and the UEM portfolio is set for significant growth in 2024.

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Mining

Sapan Ghai, Chief Commercial Officer of Sovereign Metals (AIM:SVML, ASX:SVM), updates investors on the world’s largest ever Rutile (Titanium Dioxide) discovery, the world’s second largest flake graphite deposit and why Rio Tinto has taken a 15% stake in the Company.

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Emerging Markets

John Groocock, Deputy Portfolio Manager at Utilico Emerging Markets, provides an update on how the trust has performed in November 2023.

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Mining

International Lithium Corp (TSXV:ILC; OTC) has released a ‘highly favourable’ Preliminary Economic Assessment for the Raleigh Lake lithium mine project in Ontario, Canada, with After-Tax NPV of CAD$342.9M, and After-Tax IRR of 44.3% p.a. A Preliminary Economic Assessment assesses the economic viability of a mining project.

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Mining

Welcome to the full video recording of our Natural Resources Webinar, our final live event of the year, recorded on 5 December 2023.

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Mining

Trident Royalties(AIM:TRR) is a growth-focused diversified mining royalty and streaming company, providing investors with exposure to a mix of battery metals, precious and bulk metals.

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Mining

Kavango Resources is a Southern Africa-focused metals exploration company which has recently received £6M investment from Purebond in return for 52.4% of Kavango’s share capital.

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Mining

Christopher Nicholson and Renas Sidahmed, MD and Head of ESG at ACF Equity Research respectively, presented the key findings of their recently published research on the Rare Earths sector, providing investors with a deeper understanding of the macro drivers for commodity prices and the competitive landscape in which the Rare Earths metals sector operates.

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Mining

Fulcrum Metals (AIM; FMET), the gold and uranium explorer focused on Canada has increased their uranium footprint around the Athabasca Basin in Saskatchewan by 221% or 59,310 acres.

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Mining

CleanTech Lithium, the Chile-focused Direct Lithium Extraction company, has raised £8m at a placing price of 22p per share pence per share, with a further £0.5m available to qualifying retail investors via an Open Offer.

 

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Communications

Aeorema Communications plc (AIM: AEO), the strategic events and communications group, has reported record operational and financial performance for FY23.

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Emerging Markets

Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets, provides an update on last month’s trust’s performance.

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Mining

Neo Energy Metals (LSE: NEO), the South African-focused Uranium explorer, has become the first dedicated Uranium explorer to list on the London Stock Exchange Main Market.

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Paul Bryant, financials analyst at Equity Development, discusses the key developments in 3Q23 for asset and wealth managers, market sweet spots, and some valuation points investors shouldn’t overlook.

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Mining

Trident Royalties, the diversified mining royalties company listed on AIM and the OTCQB, has acquired it’s fifth royalty in 2023.

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Adsure Services IPO on Aquis to accelerate organic growth and enable acquisitions into new markets

Adsure Services is the holding company for TIAA ltd, a wholly owned subsidiary that provides a suite of business assurance and advisory services across a variety of public and not for profit sectors including Housing, Healthcare, Education and Charities.

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Mining

GreenRoc Mining release ‘robust’ Preliminary Economic Assessment for Greenland Graphite project

GreenRoc Mining has announced its Preliminary Economic Assessment (“PEA”) for their graphite mine at Amitsoq in Southern Greenland.

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Ship Building

John Wood, CEO of Harland & Wolff updates investors on the £61m SeaRose contract win

Harland and Wolff’s Belfast yard has won a £61 million contract to upgrade the SeaRose, a Floating Production, Storage and Offloading (“FPSO”) vessel.

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Mining

Stefan Bernstein, CEO of GreenRoc Mining, “shocked but not surprised” by China export restrictions

Following news the Chinese Government plans to restrict the export of Graphite and related products from 1 December 2023, Stefan Bernstein, CEO of GreenRoc Mining said he was ‘shocked but not surprised’ by this announcement.

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Mining

Why the Scoping Study from Altona Rare Earths is a positive milestone for its project in Mozambique

Altona Rare Earths, the Africa-focused rare earths explorer/developer has hit a major milestone in the development of their rare earths project at Monte Muambe in northwest Mozambique.

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Emerging Markets

Why investing in infrastructure companies provides Utilico strong returns across Emerging Markets

Jacqueline Broers, deputy fund manager at Utilico Emerging Markets Investment Trust, explains to investors why investments in road, rail, port, and airport companies across the emerging markets can deliver the fund healthy returns over long term.

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Emerging Markets

September Update Utilico Emerging Markets

Jonathan Groocock, Deputy Portfolio Manager at Utilico Emerging Markets Investment Trust, provides an update for shareholders.

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Mining

GreenRoc Mining awarded a £250,000 grant for first graphite processing plant outside of China

GreenRoc Mining has been awarded a £250,000 grant from the UK’s Automotive Transformation Fund (“ATF”) to establish the first graphite processing facility outsider of China. ATF is a programme to develop an end-to-end electrified automotive supply chain for Electric Vehicles (“EVs”) in the UK.

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Macro Matters: Bonds have peaked, UK equities are cheap. Ep2

In this episode, Jamie Constable, Chief Market Strategist at Singers Capital Markets, discusses the end of a 35 year bull market for bonds, explains why the UK is one of the cheapest equity markets in the world and what investors should look for when investing in AI.

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Natural Resources

focusIR/London South East Natural Resources Webinar, 3rd October 2023: EOG, GROC, NEO & Oil analysis

We had four excellent speakers presenting at our 3rd October Natural Resources webinar, discussing two broad themes: oil and gas and battery metals.

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Fox-Davies Capital’s Gaius King predicts decades of gas and oil growth before peak oil is reached

Gaius King, commodities sector analyst at Fox-Davies Capital, presented at the focusIR/London South East Natural Resources webinar.

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Mining

Neometals provide ‘plant build and royalty’ model for Mercedes using proprietary recycling tech

Jeremy McManus, General Manager at Neometals, presented at the focusIR/London South East October Natural Resources webinar on Tuesday 3rd October 2023.

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