Yesterday: ACG Metals (ACG) targets copper, zinc output by mid-2026, CEO says | Hotter Commodities. ACG Metals expects to begin to produce copper and zinc concentrates in mid-2026, marking a shift from gold toward base metals, as part of its plan to build a mid-tier copper company, according to its founder, chairman and chief executive officer.
Comment: It has already been a stellar year for ACG, with the shares effectively in a one way street rally since May from the 400p zone. Coverage such as the latest from Hotter Commodities should remind the market that we are still at early days as far as the re-rate for this company.
Insig AI (INSG), a provider of AI-led analytics and machine learning solutions, announced that it has won a new contract with an international law firm. This represents a further deployment of Insig AI’s Generative Intelligence Engine – a pioneering product that helps organisations apply their own expert thinking at scale. It captures a client’s decision-making methodology, builds a tailored prompt framework around it, and applies it to their data in a secure and auditable way.
Comment: The contracts keep coming in for INSG, with the company adding to a flurry of deals that have appeared since the start of the year. One would expect the share price to return to the best levels of the year near 40p, in the run up to Christmas off news such as today’s.
80 Mile (80M), the AIM, FSE, and OTC listed exploration and development company with projects in Greenland, Finland and Italy, noted the recent announcement as of October 28th, by its US joint venture partner, March GL Company and Pelican (PELI.Nasdaq), regarding the results of an independent assessment and prospective resources report prepared by Sproule ERCE confirming the world-class potential of the Jameson Land Basin, located in Eastern Greenland. Independent assessment by US based oil field specialists, Sproule ERCE estimate 13.03 billion barrels (P10) of gross un-risked recoverable prospective oil resources across the upper levels of the Jameson Basin.
Comment: It has been commented upon here that the share price of 80M was looking remarkably stable in the wake of its recent sharp bull run, with the expectation that a new leg up was imminent. Today’s news could / should be a decent driver in this respect.
Cobra (COBR), a South Australian mineral exploration and development company, announce that field trials have commenced at the Company’s Boland Ionic Heavy Rare Earth Project in South Australia, where tests will emulate the low-cost and environmentally sustainable in-situ recovery mining method. Furthermore, a Deed of Assignment has been executed with the Barngarla Traditional Owners, enabling transfer of tenure of acquired Exploration Licences 6742, 6774, and 6780 that contain three key scalable Palaeochannel hosted Rare Earth Elements targets.
Comment: COBR has already been riding high on the rare earth revival of 2025, with every announcement, such as the one today reminding the market that ionic plays such as this won are in the box seat amongst this mini-sector.
Sulnox (AQSE:SNOX), the greentech company delivering lower fuel costs and emissions with zero capex, announced its trading update for Q2 (1 July to 30 September 2025). Record Q2 revenue of £679.3k, representing growth of 30% on Q1 (£522.6k), and growth of 186% on Q2 2024 (£237.2k). Year-to-date revenue of £1,201.9k up 173% against the same period prior year (£440.4k).
Comment: Not quite FTSE 100 material yet, but certainly on the right track. A company on Aquis which looks like it could be a winner is always appreciated more than on AIM or the main board.
Artemis Resources (ARV) reported a high-grade gold intersection in the first RC hole testing an interpreted NE trending shear zone at the Titan East Prospect, 1.5km west of the Carlow gold-copper resource. Significant intersection – 25ARRC006 (all assays received): 5m @ 13.1 g/t Au from 132-137 m, including 3m @ 20.9 g/t Au from 133m. The high-grade gold intersection is associated with abundant vein quartz. High-grade gold occurs within a 20m interval of elevated gold values from 131m. Step-out hole – 25ARRC024 (assays pending): Several intervals of vein quartz identified between approximately 28m and 57m.
Comment: As if by magic we have seen many small cap earth scratchers come up with the goods right on time in terms of their exploration programme, and ARV looks to be right up there with the best of them.
Astrid Intelligence PLC (AQSE: ASTR), the decentralised AI company, is pleased to announce the appointment of Léo Mercier as Bittensor Strategist of the Company with immediate effect. Léo will focus on advancing the capabilities of Astrid’s Bittensor Subnet. He will oversee the Company’s AI development and drive innovation across product design, data analytics and automation.
Comment: One seems to remember that ASTR was vowing to be the world’s first $1bn one person company. That said, being the world’s first $1bn two person company would not be shabby either.
Symphony Environmental Technologies Plc (SYM), a global leader in environmental protection technologies, welcomed the findings of a recent study published by the Royal Society (London) which says that “plastic pollution will persist at our ocean surfaces for over a century even if inputs cease. Even after 100 years 10% of the initial plastic mass still remains at the surface providing a continual source of microplastics. Our findings highlight the need for mitigation strategies beyond input reduction and ocean clean-up.”
Comment: More’s the pity that the fossil fuel industry is even more powerful than big pharma, and that even if we were eating the equivalent of a plastic bag a day nothing would be done about the pollution crisis, and no cash to subsidise those who could solve the problem.
Hemogenyx Pharmaceuticals plc (HEMO) announced that the independent Data Safety Monitoring Board (“DSMB”) overseeing the Company’s ongoing Phase I clinical trial of HG-CT-1, its proprietary Chimeric Antigen Receptor T-cell (CAR-T) therapy for the treatment of relapsed or refractory acute myeloid leukemia (“R/R AML”) in adults, has reviewed safety data from the first three patients treated at the initial dose level and has recommended continuation of the trial with escalation to the next dose level. The DSMB’s positive recommendation follows the successful completion of initial safety assessments for all three patients treated at the lowest dose, with no dose-limiting toxicities observed. The trial will now proceed to the next planned dose cohort in accordance with the FDA-approved clinical protocol.
Comment: Although still well up this year, shares of HEMO are back down to the £10 zone after peaking at £15 plus. That said, newsflow such as today’s could easily be enough to ignite a fresh rally back towards the best levels of the year.
Next (NXT) issued a trading statement for the third quarter. In the thirteen weeks to 25 October, NEXT full price sales were up +10.5% versus last year. This was +£76m ahead of our guidance for the period of +4.5%. Sales overperformed in both the UK and overseas: Sales in the UK were up +5.4% versus last year; lower than the +7.6% growth we achieved in the first half, but ahead of our guidance of +1.9%. Overseas sales were up +38.8% versus last year; ahead of the +28.1% growth we achieved in the first half, and materially better than our guidance of +19.4%.
Comment: One is more likely to bump into a lottery winner than someone who has shopped at NXT. That said, we one is left scratching one’s head at the success of a company, it is normally an example of a great management team at the top of its game. This is especially in the present tough High Street environment.
Guardian Metal Resources (GMET), a tungsten exploration and development company focused on Nevada, U.S. announced its consolidated audited results for the year ended 30 June 2025, for the Company. GMET said “Looking ahead, Guardian Metal’s priorities are clear: advance Pilot Mountain and Tempiute through the next stage of technical and economic studies, supported by the financing, partnerships, and contractor base secured this year. With two co-flagship assets in Nevada, an increasingly engaged U.S. investor base and growing recognition across industry and government, Guardian Metal is well positioned to deliver on its ambition of becoming America’s next tungsten producer. We also have announced that we plan to pursue a USA listing.”
Comment: GMET has been and remains one of the most impressive and then timely IPOs in recent stock market history. Arguably the icing on the cake was adding Druckenmiller to the shareholder register, after which the stock subsequently doubled.
Ecora (ECOR) issued the following trading update for the period 1 July to 30 September 2025. ECOR said “Q3 was a record quarter in many respects. Our base metals portfolio maintained its strong momentum delivering its highest ever contribution of $9.9 million, up 150% YTD compared to the same period in 2024, with record quarterly contributions from the Mantos Blancos copper royalty and Voisey’s Bay cobalt stream. Following strong operational performance, we are upgrading our FY 2025 volume guidance for Voisey’s Bay.
Comment: Shares of ECOR have more than reversed last year’s 36% share price decline, and with a £200m market cap are now above the clouds as far as the slings and arrows of the small cap space. It is not surprising that it the current environment the market is appreciating aspects such as higher volume guidance.
Journeo plc (JNEO), a leading provider of intelligent systems for transport networks and critical national infrastructure, announced that its subsidiary, Infotec, has received purchase orders for US$5.0 million from Outfront Media Group to supply platform display systems for the Metropolitan Transportation Authority in New York City. Using the latest Journeo Design Centre TFT displays technology, Infotec will supply four new display variants, consisting of 49-inch and 65-inch units certified for indoor and outdoor applications in the US.
Comment: Shares of JNEO are already up some 60% so far this year, and a chunky contract win such as today should only serve to drive this momentum further. Being a Stateside win makes it all the more impressive for this now £80m market cap company.
Gold exploration and development company Panthera Resources Plc (PAT), with assets in West Africa and India, provides the following update in relation to the Company’s Australian subsidiary, Indo Gold Pty Ltd’s claim against the Republic of India over the latter’s breach of the 1999 Agreement between the Government of Australia and the Government of India on the Promotion and Protection of Investments. The Company announces that the arbitral panel has now issued an order detailing the procedural calendar for phase one. Phase one will consider the issues of jurisdiction together with the merits and the general principles of compensation with the precise quantum calculations reserved for a second phase of the proceedings, as necessary.
Comment: With the oral closing submissions set for January 2027, we have a set of timelines between now and then which should keep the market happy / shareholders as well. This is something that the recent firmness in the share price has started to reflect and we should see this continue in coming months.
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.
