Amazing AI (AQSE: AAI), a global fintech group specialising in online consumer loans, announced the results of an accelerated bookbuild to raise up to £1,000,000. It has raised £792,500 in cash at a price of £0.01.
The funds raised through the ABB will be used in support of the Company’s Bitcoin Treasury Policy. The Company has granted the Company’s broker, Oberon Capital, an option over any new Ordinary Shares not subscribed for in the ABB. In light of the result of the ABB, the maximum quantum of funds available in the Broker Option will be £207,500.
Comment: Unlike almost all the BTC Treasury brigade who just dilute shareholders (to death) to buy crypto, AAI will be using a geared strategy which means that a rise in the underlying will mean a significant return on investment, whereas it will be hedged on the downside. The broker option could be worth chasing on this basis alone, especially given the extensive “been there, done that” experience of the management of AAI.
Sovereign Metals Limited (SVML) announced that the Government of Japan has launched a dedicated investment initiative targeting the Nacala Corridor infrastructure, significantly strengthening the strategic positioning of the Company’s Kasiya Rutile-Graphite Project (Kasiya or Project) located in Malawi. Japan’s Toho Titanium Company Limited (Toho Titanium) previously confirmed that natural rutile from Kasiya meets specifications for high-performance titanium metal production, establishing market credentials that align with Japan’s priority of securing critical minerals supply chains through the corridor (refer to announcement dated 10 June 2025).
Comment: Just in case anyone did not know that Kasiya is not a world class asset, and even better, a world renowned one, we have decent evidence of both facts in today’s RNS from SVML. Given the recent tariff wars, and the need to establish secure critical minerals supply chains, the interest from the Government of Japan is all the more significant.
Hunting for the Next Havieron: FDR, GEO, ROCK, WSBN, RCR & GGP The Next Billion-Dollar Story
Metir (MET), the leading global provider of mobile and point-of-use water and environmental testing technology, announced that it has signed a new contract with Aptamer Group (APTA) to develop Optimer® binders for the rapid detection of Cryptosporidium parvum oocysts. Further to the Group’s announcement on 14 June 2024 regarding new product development for pathogen detection in water with Aptamer Group plc, this agreement covers the creation of novel, high-affinity binders for integration into Metir’s real-time Pathogen Detector platform.
Comment: We have been hoping / calling shares of MET up to 2.5p by the end of next month here at Zakstraderscafe.com via the psychic Bulletin Board Heroes charting video. With today’s news we have a fundamental means by which the shares could get there.
THG (THG), announced its interim results for the half-year ended 30 June 2025. Trading momentum from Q2 into Q3 continues to build positively, with the strategic model changes implemented across both THG Beauty and THG Nutrition throughout 2024 now bearing results. This momentum underpins confidence in full year and medium-term outlook. The successful THG Ingenuity demerger at the start of H1 alongside the Q3 disposal of Claremont Ingredients to Nactarome Group for £103m, puts the Group on an accelerated path towards a net cash position, with the H1 2025 refinancing securing long-term committed facilities.
Comment: THG continues to be the PR equivalent of kryptonite, over and above the way that this state of affairs means that the share price continues to drag, and that almost anything it says in a RNS will not help this state of affairs. The company should just go private, or even better, get a US listing. It would be loved over there. BTW good luck to the company’s Financial PR adviser.
Zinc Media Group (ZIN), the award-winning television and content production group, announced its unaudited interim results for the six months to 30 June 2025. ZIN said “The Group has delivered excellent results in the first half, growing revenues by 72% compared to same period last year, delivering a £0.9m adjusted EBITDA profit and a profit at the adjusted PBT level. We have expanded into new genres and territories, delivered projects of unprecedented scale for our business, and earned international recognition for our work. Looking ahead, £38m of revenue is already secured for recognition in FY25 with a further £4m at a highly advanced stage in our pipeline for this year. “
Comment: ZIN is a reminder of one of the more interesting phenomena of 2025, a small cap company which has chronically underperformed, or written off by the market, having its day in the sun. Persistence is everything.
Zenova Group (ZED), the fire safety and heat management solutions company, announced that it has entered into a non-binding head of terms to acquire Restoreo International Limited. The Potential Transaction represents a fundamental change in the scale and nature of Zenova’s business. The enlarged company will combine Zenova’s fire safety and insulation technologies with Restoreo’s products, international distribution expertise, creating a broader global platform for sales, manufacturing, and product innovation.
Comment: Certainly the correct move. Fire safety has for some reason not been an area that has inspired the stock market, a candle in the wind at best. ZED’s new iteration can only do better than the status quo.
Fevertree Drinks (FEVR) announced FY25 Interim Results to 30 June 2025 – Excellent strategic progress and on-track to deliver in line with full year expectations. The Fever-Tree brand delivered revenue growth of 2% year-on-year at constant currency. Adjusted EBITDA up 1% to £18.4 million with margins increasing by 20bps to 10.7%. Fever-Tree recognised £4.1 million in exceptional items in the period relating to the transition to the Molson Coors partnership. The combination of strong cash flow and transaction inflows from Molson Coors have significantly enhanced the Group’s cash position to £130.0 million, an increase of 97%.
Comment: If one is cynical one would say that FEVR is a fine example of an ex-growth company. If kind, it is at cruising altitude. The reality is that it would be great if one of the big beverage players simply bought the company out. For instance, Molson Coors…
EARNZ (EARN), an energy services company whose objective is to capitalise on the drive for global decarbonisation, by building a strong portfolio of energy services businesses, announced its unaudited interim results for the six-month period ended 30 June 2025. Revenue from continuing operations was £4.7m (H1 2024: NIL), of which Cosgrove and Drew Ltd delivered £4.0m. Adjusted EBITDA from continuing operations was ahead of internal forecasts for H1 2025 at £0.1m (H1 2024: -£0.2m loss).
Comment: It can be seen that Bob Holt’s latest vehicle, capitalising on the Net Zero gravy train, is very much heading in the right direction. It currently offers a decent entry point for those pondering exposure to the stock.
Tavistock’s (TAVI) board said it is fundamentally refocusing the Company’s business to empower people to live better, more confident lives by giving them control over their financial future. Background to the refocus: The FCA’s 2024 Financial Lives Survey found that only the most privileged 9% of UK consumers received full financial advice. This leaves a “neglected 91%” who are without access to the guidance they need to make informed financial decisions and the FCA’s survey noted that 59% of adults faced difficulties with financial matters.
Comment: Given that we are taxed at the highest level since WWII it is surprising that only 59% of adults are facing difficulties. That said TAVI should have a rich vein in advising London tube drivers, who are presumably part of the “neglected 91%. Rather then getting them partially discounted tickets to Legoland as they are demanding, perhaps fully discounted tickets to Cloud Cuckoo Land could be offered?
Rockfire Resources (ROCK), the base metal, critical mineral and precious metal exploration company, confirm that diamond drilling to upgrade the resource at the company’s 100%-owned Molaoi zinc deposit in Greece will commence on Monday 15th September. The drilling rig has arrived on site and will be positioned on the pad over the weekend in preparation for drilling on Monday 15th September. Upgrade from JORC Inferred to Indicated category expected on completion.
Comment: Shares of ROCK have already gone through the roof, as foretold here, and it is evident that it has not really done much yet to deserve it. But who cares, we are in a massive bull market for explorers.
Defence Holdings (ALRT), the UK’s first listed software-led defence company, announce the launch of its first sovereign AI product build, Project Ixian. Project Ixian is the first in a growing portfolio of sovereign AI-enabled applications under Defence Technologies and targets information operations, one of the most urgent and contested domains in modern defence.
Comment: ALRT is announcing initiatives and products that few outside the MoD will understand. But this does not matter as they all include the letters AI. We are still waiting on actual contract orders, and perhaps also overdue a fundraise. But to quote John Le Mesurier (Sgt Wilson in Dad’s Army), it has “all been rather lovely” so far, with a 28x rally so far this year, even after yesterday’s rug pull, and the odd negative comment on X yesterday regarding warrants.
Heathrow (Airport?) announced a Business and traffic commentary August 2025. Heathrow CEO Thomas Woldbye said: “August is set to go down in the history books – Heathrow became the first European airport to handle eight million passengers in a single month and we achieved that whilst maintaining industry-leading punctuality and service levels. This is an outstanding achievement, made possible by the collective efforts of our colleagues, airline partners and the wider airport community who worked as one to deliver excellent service for our passengers and the UK.”
Comment: Is he the bloke who was in charge when the electricity substation went down? Has it been properly fixed? Is the airport doing well enough to get rid of the £6 set down charge?
RentGuarantor (RGG), a provider of rent guarantee services to prospective tenants across the socio-economic spectrum wishing to rent property in the UK private rental sector, announced its unaudited interim results for the six months ended 30 June 2025. Revenue up 87% on the comparative six-month period last year to £970k (H1 2024: £518k). H1 2025 revenue represents approximately 76% of RentGuarantor’s 2024 full year total revenue. Operating losses (including costs associated with the Admission to AIM) were reduced to £443k (H1 2024: £449k). Excluding one-off AIM Admission costs of £227k in H1 2025, operating loss reduced to £216k.
Comment: Well, the 227k AIM Admission costs must have been gratefully received by the various service providers, for effectively doing nothing. That said, RGG, with a little more awareness in the market could be a decent future winner.
Cornish Metals Inc. (CUSN), a mineral exploration and development company focused on advancing its wholly owned and permitted South Crofty tin project in Cornwall, United Kingdom, provided an update on the progress of activities at South Crofty. Excavation of the new process plant area commenced in August 2025, as planned. The work is currently focused on the initial phase of the excavation, which includes the topsoil removal and the handling and disposal of organic material in compliance with environmental regulations.
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.
