The Telegraph: Mansion tax fears prompt slump in London house prices. Prime property market in capital experiences steepest drop since February 2021.
Comment: There are only two things wrong with this story. First is that it is rich people leaving that has prompted a slump in prime London property. The second is that the worst drop since 4 years ago is not really a big drop. Otherwise, we should not forget that there will never be enough money for Labour, wherever it may try and find it.
The Small-Cap Rebuild: Six UK-Listed Companies Turning Strategy into Execution
Amazing AI plc (AQSE: AAI), a global fintech group with a Digital Asset Treasury Policy that provides online consumer loans and AI finance-related services. AAI announced that, via its 100% owned Mauritius subsidiary Amazing AI Services Ltd, it has made its initial, small and non-material purchase of digital assets within its Digital Asset Treasury as part of a strategic implementation test. AAI’s Digital Asset Treasury has been initiated with a low four-figure USD exposure to Bitcoin. The Company intends to rapidly dollar-cost average its position and add Ethereum, XRP and Solana exposure before the end of December 2025. The Company is evaluating alternatives for the fifth digital asset to add to its diversified portfolio, including potential exposure to a gold-backed digital asset.
Comment: It is certainly white smoke over the Vatican for AAI, after the build up we have seen as far as it deploying the leveraged crypto strategy. As we see more from the company in this respect, the market should begin to differentiate the company from the dilute, buy and hope for the best crypto treasury strategy brigade.
80 Mile PLC (80M), the AIM, FSE, and OTC.BLLYF listed exploration and development company with projects in Greenland, Finland and Italy, announced that it has entered into a Binding Head of Terms with USFM Corporation setting out the terms for the US Partner to fund US$30 million to earn 51 percent of the Disko-Nuussuaq project in West Greenland. 80 Mile will act as the operator and will receive a management fee equal to 12.5% of the total expenditure as well as a £500,000 cash payment upon signing of definitive agreements.
Comment: It was commented here that the share price chart of 80M remains in a steep uptrend, with the good news being that the company’s newsflow is successfully maintaining it.
Roquefort Therapeutics (ROQ), the Main Market listed biotech company, announces it has entered into an agreement to out-license its MK Cell patents to Pleiades Pharma Ltd (“Pleiades”) in return for up to US$25 million in milestone cash payments together and a royalty payment obligation (the “MK Cell Out-License”).
Comment: For some reason, the share price of ROQ has not responded to what on the face of it looks like very decent newsflow, especially today. While one can understand why some dark forces are successfully trying to keep a lid on the stock, in the wake of this year’s general biotech revival, the ROQ share price does appear to be in the wrong place.
EnSilica plc (ENSI), a leading chip maker of mixed-signal ASICs (Application Specific Integrated Circuits), updated on the continued progress across a number of its customer projects and new contract wins ahead of the annual results being published tomorrow.
Comment: Here on Zakstraderscafe we have something of a soft spot for ENSI, seeing it to be a major tech sector winner. Alas, the market does not seem to agree yet, although perhaps there is a chance after tomorrow’s results reveal.
Kazera Global plc (KZG), the AIM-quoted investment company, announces that its Heavy Mineral Sands subsidiary Whale Head Minerals has been notified in writing that an objection lodged against the granting of the Mining Right for the area known as 2A has been withdrawn. The Company understands that the objection was the reason for delays in granting the Mining Right. With the objection now withdrawn, the Company believes there are no further obstacles to the Mining Right being granted and expects this to occur soon.
Comment: A decent blue sky ahead from KZG, something which along with its recent strong operational progress should be enough to re-start the strong rally we were treated to between the summer of 2024 and spring of this year.
Fusion Antibodies plc (FAB), specialists in pre-clinical antibody discovery, engineering and supply for both therapeutic drug and diagnostic applications, provides an update to the OptiMAL® project being performed under the collaboration agreement (the “Agreement”) with the National Cancer Institute (“NCI”), details of which were originally announced on 28 November 2023. Having already demonstrated superior single digit nM affinities for antibodies against protein targets, as detailed in the announcement on 17 September 2025, the Company can report that OptiMAL® has been now shown to be similarly successful with smaller peptide targets.
Comment: It feels like there has been something of a pause in the sharp summer rally we were treated to at FAB. Hopefully, today’s news will be the start of a new phase of progress for the company, especially given how we know how important those smaller peptide targets are.
Guardian Metal Resources plc (GMET), a strategic mineral exploration and development company focused on tungsten in Nevada, U.S., provided an update for the Company’s Garfield gold-silver-copper project located in the Walker Lane Mineral Belt, Nevada. In parallel to advancing the tungsten projects, the Company has undertaken early-stage exploration across its gold assets, by cost-effective means, to further enhance shareholder value. With the strengthening gold market, interest in Guardian Metal’s Nevada-based precious metal projects, Garfield and Golconda, has dramatically increased.
Comment: Given how much and how well GMET has so far done for its shareholders, the promise to enhance this still further appears rather spurious. Nevertheless, it is likely that the market will enjoy moves in precious metals just as much as it has in the critical metals area.
MYCELX Technologies Corporation (MYX), the clean water and clean air technology company, announced it has been awarded a $3.9 million produced water treatment project in the US Permian Basin, the most active and productive oil region in the world. The system will be owned and operated by a major Midstream Operating Company that provides water management services to major producers in the region. The company continues to be in advanced discussions on a number of additional US Permian Basin projects.
Comment: Shares of MYX are currently less than half their 2024 peak, even after the latest chunky project news. This rather suggests that further such deals are being demanded of the company to get a proper revival for the stock.
New Frontier Minerals Limited (NFM) announced the maiden reverse circulation (“RC”) drill program comprising up to 46 holes to test near surface mineralistion at the Harts Range Heavy Rare Earths Project, located 140km north-east of Alice Springs in the Northern Territory, Australia has been finalised.
Comment: Shares of NFM are currently approaching 3 year highs, something which is not surprising after not only today’s announced progress, but the overall quality of newsflow near term. The ongoing 1.3p technical share price should be delivered later this month.
Frontier IP (FIPP), a specialist in commercialising intellectual property, announced that two vaccine candidates developed by portfolio company The Vaccine Group to tackle bovine respiratory syncytial virus (BRSV) have delivered outstanding results in cattle challenge trials conducted by the UK government’s Animal and Plant Health Agency. BRSV is a highly contagious and economically damaging disease in both beef and dairy herds. The Pirbright Institute has estimated the annual cost to British farmers at £54 million, while the global figure could be as much as £5.6 billion.
Comment: A very strong update from FIPP which could be transformational for the company, something which is said not only on the basis of the fundamental vaccines breakthrough, but also the shares being up some 50% in the past month.
Disclaimer & Declaration of Interest:
The information, investment views, and recommendations in this Zaks Traders Cafe interview are provided for general information purposes only. Nothing in this interview should be construed as a promotion or solicitation to buy or sell any financial product relating to any companies under discussion or referred to or to engage in or refrain from doing so or engage in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the commentator but no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion.
