Coinsilium Group (AQSE: COIN), the Aquis-quoted digital asset investment company, announced that it has updated its corporate website, available at www.coinsilium.com, to reflect recent developments, including the launch of Forza (Gibraltar) Limited (“Forza!”), the Company’s wholly owned Bitcoin treasury subsidiary.
The updated website provides enhanced context around Forza!’s strategic role and its alignment with Coinsilium’s long-term vision. COIN said “The update follows a period of heightened investor interest and significant developments across the digital asset landscape. It is designed to offer shareholders and visitors improved clarity and visibility into Coinsilium’s evolving activities.”
Comment: Having blown the lights out with its Bitcoin Treasury Strategy move, second only so far to Smarter Web (AQSE:SWC), we see COIN finessing its gains and adjusting its comms accordingly. The best case near term technical target of 80p is now in sight.
Mendell Helium (AQSE:MDH) announced that it has raised approximately £515,000 at 1 pence at an issue price of 2 pence per new Ordinary Share. The Company also announced that it is implementing steps to adopt a Bitcoin treasury management policy. MDH said “A logical extension of this work, and particularly being mindful of M3 Helium’s forthcoming production plans at Rost which, if successful, are expected to be highly cash generative (as described below), is to implement a Bitcoin treasury management policy to support the operating activities of M3 Helium.”
Comment: As far as “me too” announcements, this one by MDH has to be one of the best. That said, we now know why the shares rose 66.7% last week on no news, as pointed out in the Week In Small Caps yesterday.
Gunsynd (GUN), an investing company, announced that it has entered into a legally binding Term Sheet with Critical Discoveries which sets out the indicative commercial terms pursuant to which it is proposed that the Company will enter into a farm-in agreement with respect to certain licences over prospective acreage in Canada.100% Acquisition of the Barb Gold Project, Manitoba. 32 mining claims, 6516.63 Ha. Situated in the Rice Lake greenstone belt which includes the Rice Lake deposit at Bissett.
Comment: GUN remains a grossly under-rated company, both in terms of its portfolio, and management skills. Ideally, today’s announcement will be the start of a re-rate.
Oracle Power (ORCP), the international project developer, announced its Final Results for the year ended 31 December 2024. ORCP said “It has been a busy year for the Company with progress on multiple fronts and the acquisition of an exciting new copper and silver project in Western Australia.”
Comment: ORCL has pivoted well in terms of day job interests in Australia, which offset the long timeframes in the Pakistan projects. The management of costs given all the activities the company is involved in is to be commended.
The Smarter Web Company (AQUIS: SWC) announced a Subscription with a single strategic investor at the closing bid price on Friday 20 June 2025. The Subscription has raised £3,795,259 at £4.95 per share.
Comment: It has been suggested by some (presumably those who have missed the boat so far / soar grapes) that Bitcoin Treasury Strategy stocks are in a bubble. Presumably this is not the view of the person who has just invested nearly £4m at a £1bn valuation.
Ananda Pharma plc (AQSE: ANA), a UK-based biopharmaceutical company developing regulatory approved cannabinoid medicines to treat complex, chronic conditions, announced that forty litres of its lead investigational product, MRX1, and forty litres of a matched placebo have been manufactured in compliance with pharmaceutical Good Manufacturing Practices.
Comment: Given all the progress that the company has made so far this year, and today’s news underlines this, it beggars belief that the shares are down 46% year to date. I could offer an explanation, but…
Panther Metals (PALM), the exploration company focused on mineral projects in Canada, announced the successful opening of a Bitcoin Treasury account and its strategy on the digital asset backed mechanism it will use to finance the purchase of the Pick Lake deposit, a constituent of the Winston Project, in Ontario, Canada. The Bitcoin Treasury account is held with leading Bitcoin services provider CoinCorner Ltd based in the Isle of Man. Panther plans to purchase £4 million of Bitcoin to hold in its Bitcoin Treasury. The Bitcoin Treasury will be funded by two sources, conversion monies from existing warrants and the balance raised via the capital markets.
Comment: Combining hard assets with digital currency is an interesting concept, it remains to be seen whether the market buys the concept in terms of a mineral projects company. At the moment, an ice cream van with a Bitcoin Treasury Strategy could be a winner.
Power Metal Resources (POW), the London listed exploration company with a global project portfolio, and its majority held subsidiary, Power Arabia Ltd provided an exploration update for the Block 8 exploration concession in Oman. The Al Maider Prospect delivered rock chip sampling returns highlight copper (“Cu”) results of 7.84%, 4.7%, 2.8%, and 2.7%. POW said “These results further underpin our confidence that these two key prospects have the potential to host significant mineralisation, whilst also demonstrating the wider potential for Block 8 to deliver value to stakeholders and shareholders.”
Comment: Having played all its cards perfectly in recent months, it is amazing that POW shares continue to be materially undervalued. The stock remains a primary port of call for those looking for a company which is first rate at project development.
Solvonis Therapeutics (SVNS), a clinical-stage biopharmaceutical company developing novel medicines for addiction and mental health disorders, announced that the U.S. Patent and Trademark Office has allowed a key patent application protecting compounds within the Company’s AI-enabled CNS discovery programme. SVNS said “”We are delighted by this outcome, which validates the early-stage innovation acquired through Awakn and enhances the strategic value of our AI-enabled platform. This grant provides additional confidence as we advance our discovery pipeline targeting major unmet needs in neuropsychiatry.”
Comment: SVNS underlines the way that its strategy of developing treatment for the largest unmet need ailments is a winning one. The more those in the market appreciate this, the greater the stock price recovery we have already seen will gather momentum.
Aferian (AFRN), the B2B video streaming solutions company, announced an unaudited trading update for the six months ended 31 May 2025. The Group expects to report a significantly improved financial performance in H1 FY2025, reflecting strong trading momentum in the Period and the benefits of the cost restructuring implemented in the twelve months ended 30 November 2024. Revenue for the Period is expected to be approximately $16.6m (H1 FY2024: $12.2m), representing growth of 36% over the six months ended 31 May 2024.
Comment: While companies in the type of tech space that AFRN occupies have traditionally underperformed the market, the latest update here underlines that this is the exception proving the rule.
Cobra Resources (COBR), the mineral exploration and development company advancing a potentially world-class ionic Heavy Rare Earth Element (“HREE”) discovery at its Boland Project in South Australia, updated on its exploration activities aimed at advancing Boland to an economic scoping study. COBR said “We remain committed to addressing investment risk whilst capitalising on opportunities that our unique style of mineralisation and ISR method of mining enable. A large amount of legwork has been done to enable work fronts that will provide valuable news flow over the coming months.”
Comment: COBR has been helped by the rising tide in the HREE space, but there could be even more of a rebound once the market cottons on to the company’s individual attractions, especially in terms of Boland.
Invinity Energy Systems (IES), a global manufacturer of utility-grade energy storage, provided an update following the close of the Scheme’s first application window earlier this month. The Company is highly encouraged to have received a significant level of interest from UK battery developers planning to use ENDURIUM batteries in their project bids. This outcome has validated the Company’s previous decision to release a product in Q4 2024.
Comment: While some in the market may have been put off by the rather rocky ride IES has offered in the past, it can be seen that the fundamentals are aligning in the company’s favour, something that the recent share price recovery underlines.
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.
