Equipmake (AQSE:EQIP), a market leader in engineering-driven differentiated electrification technologies, products and solutions across the automotive, truck, bus and speciality vehicle industries, is pleased to announce that it has received a further purchase order valued at approximately £550,000 from Seahorse Amphibious Vehicles Limited, the designer, manufacturer and supplier of amphibious passenger vehicles.
Comment: After a painful 81% share price decline last year, EQIP is regrouping with a decent purchase order. One presumes that a lot more in the same vein will be required to get the bulls back on side.
Huddled Group (HUD), the circular economy e-commerce group, announced that, following continued growth in both order numbers and revenue across all three brands in Q2 2025, the Company has entered into an agreement to partner with e-commerce solutions provider THG Ingenuity to help accelerate its growth plans. HUD said “The Company has also received an approach from Shard Capital Partners LLP to invest £1.5m at the current market price of 3.2p to support our growth ambitions.”
Comment: The great and good of the market (admittedly only about 5-10 people) appear to be impressed with the latest news at HUD, which not only de-risks the company, but should allow it to scale. The piggybacking move should allow what was already a promising company to move forward at pace.
Good Life Plus Plc (AQSE: GDLF), an innovator in the luxury prize draw and rewards sector, today announces the publication of the Company’s Annual Report and Financial Statements for the year ended 31 January 2025. Revenue Growth: The Group achieved approximately £420,000 in Monthly Recurring Revenue (MRR) as of January 2025, representing a 180% increase year-on-year, driven by scalable subscription-based growth and rising market demand. Subscriber Growth: Active subscribing members grew to over 40,000 as of 31 January 2025, up from 37,000 at the end of July 2024, reflecting the strength of the premium offering and effectiveness of customer acquisition strategies.
Comment: While the metrics on the revenue front are encouraging, more oomph looks to be required to get the subscriber numbers up, which after all, is the name of the game.
GreenRoc Strategic Materials (GROC), a company focused on the development of critical mineral projects in Greenland, is pleased to announce details of the planned 2025 field programme for the Company’s 100% owned Amitsoq Graphite Project in southern Greenland. It also notes that the 35-day public consultation, which is part of the application process for an Exploitation Licence for Amitsoq, closed on 27 June 2025. GROC said “It is also good to see the conclusion of the pre-consultation process, which is a core part of the application process for the Exploitation Licence for Amitsoq. We are eager to start writing up the White Paper and progress towards the final submission of the White Book and revised Project Description, and we remain hopeful the Exploitation Licence can be granted before the end of this year.”
Comment: Providing a timeline on the Amitsoq license should provide focus for investors not only in GROC, but those who are choosing which explorer / developer to choose in what is a crowded field in the London market.
Oracle Power (ORCP), an international project developer, announced that results from the maiden geochemical sampling programme have highlighted a number of strong anomalies across the project strike at the Blue Rock Valley Copper and Silver Project, located in the Ashburton Basin in the northwest region of Western Australia.
Comment: Although not quite yet at the Rio Tinto level, it would appear that ORCP has got into a groove as far as its activities in Australia, and operating in a fruitful manner. Presumably, this is another asset to prove and sell on / farm out.
AFC Energy (AFC), a leading provider of hydrogen powered generator technologies, and Industrial Chemicals Group Limited, one of the UK’s largest independent chemical manufacturing and distribution companies, announced their agreement to form a JV to produce hydrogen from ammonia. 50:50 JV to produce hydrogen using AFC Energy’s proprietary, leading ammonia cracking technology. JV to produce and sell hydrogen at a price to disrupt the UK market, without reliance on Government subsidies.
Comment: It would appear that finally in 2025, and despite all the virtue signalling and Net Zero nonsense, renewables and hydrogen are finally coming of age. This is something which AFC, after an extended gestation period should be able to capitalise on.
Cel AI (CLAI), the AI agent deployment platform with a strategic Bitcoin treasury focus, announced the acquisition of Bitcoin valued at approximately USD$678,450.93 as part of its ongoing treasury diversification strategy. CLAI said “This Bitcoin acquisition reinforces our commitment to building a resilient treasury foundation that complements our AI agent infrastructure business. As we’ve seen with leading corporations adopting Bitcoin treasury strategies, we believe digital assets represent a fundamental shift in how companies preserve and grow shareholder value. This purchase demonstrates our conviction in both the long-term potential of Bitcoin and our ability to execute on our dual-engine model of operational excellence paired with strategic treasury management.”
Comment: It is interesting that the BTC Treasury companies say everything apart from “we are buying bitcoin because it is a one way bet, and we consider it will hit $1m in the blink of an eye.” That said “operational excellence” is nothing to be sniffed at.
Roadside (ROAD), the UK real estate company focused on value-led roadside and convenience retail, announced it has acquired the former Sainsbury’s Petrol Filling Station at the Coventry site from Roadside Retail Ltd for a total cash consideration of £1.25 million. Roadside will now begin works to re-instate the former PFS and convenience retail store, adding EV charging and ancillary services to the location.
Comment: The clue remains in the name as far as ROAD is concerned, with the latest acquisition consolidating the company’s strategy, and likely to help consolidate the extended rally in the shares as we wait to see the share buyback take the stock yet higher.
Pri0r1ty Intelligence Group (PR1), the Ai, data and marketing services group, announced that its recently acquired sports data and marketing business, Halfspace Limited has been contracted by a major European sports rights holder to provide data-led marketing services. The initial contract is worth approximately €100,000 over three months and may be extended.
Comment: After all the BTC news, partnerships and general 2025 buzzwords flying all over the place, we have what it is all about, winning those contracts. PR1 has hit the ground running with the Halfspace deal.
Thruvision Group (THRU), the leading international provider of walk-through security technology announced the result of its strategic review and fundraise. The Company has conditionally raised approximately £2.125 million at 1p.
Comment: THRU is certainly on the front foot after securing a £1m Asian contract earlier this week. Presumably this fundraise will secure the company’s cash runaway for a decent amount of time through 2026.
Aptamer Group (APTA), the leading developer of next-generation synthetic binders delivering innovation to the life science industry, announced that it has raised £2.0 million at 0.3p per share. The net proceeds will be allocated across the following areas: Asset Licensing Negotiations, Manufacturing Investment, New Service offering Launch – Biomarker Discovery, AI and Machine Learning Development, Liver Fibrosis Program – siRNA Delivery Validation.
Comment: After all the recent strong / upbeat RNSs, it is perhaps not a surprise we have a fundraise. It would appear that there is plenty to do with the £2m just raised, with perhaps the highlight of this potentially being progressing the Liver Fibrosis Program.
Further to the Company’s announcement of 25 June, Mosman Oil and Gas Limited (MSMN) announced that Mr. Andy Carroll has resigned from his position as a Director of the Company, effective immediately. The Company acknowledges his contributions and wishes him well with his future endeavours.
Comment: Having been the face of MSMN, it would appear that Mr Carroll is keen to put his feet up for the summer holidays. In the meantime we await the results of the company’s strategic review of its various operations.
Versarien (VRS), the advanced engineering materials group, announced that it has extended its existing manufacturing licence agreement, and know-how licence and technical assistance agreement, with Montana Química LTDA (“Montana”), initially announced on 14 March 2024. The extended Agreements cover the use of certain of the Company’s proprietary graphene and related material thermoplastic compounds and masterbatches (Polygrene™) in products to be manufactured and sold by Montana in South America, together with Versarien providing further additional know-how, technical assistance and training to Montana.
Comment: With its share price recently tumbling, and a market cap equal to its recently reported losses, VRS is having to balance the upsurge in the graphene space with hanging on by its coat tails.
Hot Rocks (AQSE:HRIP) announced that the Company has agreed to subscribe for £100,000 of new ordinary shares in the approximately £2.5m financing for Hamak Gold Limited as announced on 3 July 2025. The new ordinary shares are being issued at 0.8p per share and come with warrants on a one for one basis exercisable at 0.8p per share for 2 years, being locked in for the first 12 months. Therefore Hot Rocks Investments plc shall receive 12,500,000 ordinary shares in HAMA and 12,500,000 warrants.
Comment: The HRIP strategy looks to be right on the zeitgeist for current stock market conditions, especially leveraging the potential upside on some of the strongest situations, and best movers in the market for relatively little cost.
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.
