(Alliance News) – UK Prime Minister Keir Starmer has hailed “real progress” made during a White House summit with European leaders aimed at bringing an end to the war in Ukraine.
The prime minister was one of several European leaders, including Ukrainian President Volodymyr Zelensky, French President Emmanuel Macron, and NATO Secretary General Mark Rutte, in attendance for the discussions in Washington on Monday. US President Donald Trump said he spoke directly with Vladimir Putin to begin planning a meeting between the Russian leader and Zelensky, which will then be followed by a three-way meeting involving himself. He also said Moscow will “accept” multinational efforts to guarantee Ukraine’s security.
Comment: Although one presumes that no one of the world stage takes any notice of what Sir Keir Starmer says on any matter, it would appear that after the both farcical and somewhat sinister Alaska summit, a solution is being found, albeit not necessarily in Ukraine’s favour. At least a meeting between Putin / Zelensky reminds us of what should have happened rather a long time ago.
Cobra (COBR), the mineral exploration and development company advancing a potentially world-class ionic Heavy Rare Earth Element discovery at its Boland Project in South Australia, announce it has completed the sale of the Wuddina Gold Assets and received the first post-Completion cash payment and share issue from Barton Gold Holdings Ltd (ASX: BDG). Pursuant to the Transaction, Cobra has to date received A$1 million.
Comment: Getting A$1 million to focus on and advance Boland is certainly looking like a good thing to have happened, especially given the momentum COBR and its fellow REE companies on the market have been gathering of late.
Capital Metals (CMET), a mineral sands company approaching mine development stage at the high-grade Taprobane Minerals Project in Sri Lanka, announced it has agreed with Ambeon an extension of the Ambeon Option period for two weeks until 2 September 2025. Pursuant to the Ambeon Option, Ambeon and/or its third-party assignees (Investors) may invest up to a further US$2 million in the Company at an issue price of 2.75 pence per share of which, to date, US$825k of the Ambeon Option has been subscribed for. Based on ongoing discussions, the Board expects that the full balance is likely to be exercised.
Comment: Shares of CMET have certainly been on the front foot driven by the highly prospective nature of Taprobane, as well as the backing of Ambeon, which appears to be only getting stronger.
Tribal (TRB), a leading provider of software and services to the international education market, is pleased to announce its interim results for the six months ended 30 June 2025. Adjusted EBITDA grew 18.4% to £8.3m, with a 2.5ppt increase to 18.4% margin, reflecting increases in SIS revenues and cost efficiencies across both SIS and Etio, which more than offset the decline in high margin legacy contracts. Etio operating profit increased to £1.1m, an increase of 24.3% in constant currency.
Comment: Given how strong the latest update from TRB is, it is surprising that the shares are not already well above two year resistance at the 70p zone. Presumably this state of affairs will be corrected in coming days.
Guardian Metal Resources (GMET), a strategic tungsten development Company focused in Nevada, USA, noted today’s announcement by Power Metal Resources plc (POW) regarding the agreement to sell its remaining 24,699,825 ordinary shares in Guardian Metal for £13,584,904 representing a price of 55p per Sale Share to an investment fund managed by Duquesne Family Office LLC.
Comment: Put simply, it does not get better than markets legend Stanley Drukenmiller investing in your company. Presumably, Warren Buffett is also having a look. In addition, the £13m going to POW reminds us how the company continues to trade at around 50% of fair value.
Defence Holdings (ALRT), the UK’s first listed software-led defence company, is announced that it has completed a binding Strategic Partnership with Whitespace Global Limited, a leading UK deep-technology company specialising in AI infrastructure for defence, national security, and regulated public sector operations. ALRT said “The agreement formalises the framework for Defence Holdings and Whitespace to co-develop a portfolio of defence-focused software applications and AI agents on Whitespace’s proprietary Collective OS platform, with the first builds for the UK Ministry of Defence and allied partners already underway.”
Comment: Given the ongoing geopolitical disasters around the world, it can be said that even though ALRT has received decent stock market attention, it should deserve even more given its particular sector niche.
Applied Nutrition (APN), a leading sports nutrition, health and wellness brand, today announced an update on trading for the financial year ending 31 July 20251 and outlook for the financial year ending 31 July 2026. Driven by strong second-half trading (approximately £60m of revenue), Group revenue is expected to be ahead of market expectations, with revenue up 24% year-on-year to approximately £107 million (FY24: £86 million) and adjusted EBITDA up approximately 19% year-on-year (FY24: £26m).
Comment: Shares of APN are up some 40% since the April lows, and deservedly so given the latest trading update, and expectations in the wake of a strong H2 performance.
EnergyPathways: Retail Investors Weigh the Fallout from the MESH Update
Nanoco Group (NANO), a world leader in the development and manufacture of cadmium-free quantum dots and other specific nanomaterials emanating from its technology platform, today provides the following year end trading update ahead of the announcement of its final results for the year to 31 July 2025, which will be released in November 2025. Nanoco’s core markets, along with the wider quantum dot markets, are forecast to experience significant growth. NANO said “This has been an important year for Nanoco during which our business development team has been fully focused on enhancing Nanoco’s profile and maximising our organic growth prospects.”
Comment: It has certainly been a rocky ride as far as NANO has been concerned. But it would appear that both it and the market have factored in the negatives, and that the landscape as far as patents and other issues is moving back in the company’s direction.
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.
