Eurasia Mining (EUA), the iridium, osmium, palladium, platinum, rhodium, ruthenium and gold mining company, provided an update regarding the publication of equity research on the Company.
Further to the announcement on 7 October 2025, Oak Securities, the Company’s UK corporate broker, has now published its latest research. Investors can access the research note via: https://www.research-tree.com/companies/uk/industrial-metals-nonferrous/eurasia-mining-plc/research/oak-securities/eurasia-mining-update-/272ec8d2-8293-4368-8c11-4c9aec228a68
The Company confirmed it will be holding an investor webinar before the end of the year to allow shareholders to ask questions directly to the Board. This will be announced at a later date.
Comment: EUA continues to go through the slings and arrows of geopolitics, but it could very well be that this latest broker note tells the market what is what both operationally and in terms of the portfolio’s true prospects.
Tap Global Group plc (TAP), an innovative digital finance hub that brings money payments and crypto settlement services together in a single user-friendly app, announced that on 21 October 2025, Manuel De Luque Muntaner, the recently appointed Non-Executive Chair, purchased 600,000 Ordinary shares in the Company at a price of 2.744 pence per share. This increases Manuel’s shareholding to 1,075,000 Ordinary Shares representing 0.14% of the Company’s issued share capital.
Comment: New directors of listed companies take note: it is always a good idea to get on the shareholder register just after your are appointed. It builds confidence, and shows belief and passion. In the case of Tap it may even scare off the pesky and persistent seller near 3p.
Further to its announcement on 1 October 2025 regarding the acquisition of key assets from Universal Pharmacy Limited (in administration), Medpal (MPAL), announced the opening of a distribution centre at Ecotech Business Park, Swaffham. Included in the assets acquired by the Company’s wholly owned subsidiary Medpal Limited from Universal was a Distance Selling Pharmacy (DSP) licence enabling nationwide distribution of medication and a warehouse unit at the Centre.
Comment: It would appear that MPAL is in the right space at the right time, and has hit the ground as far as the newsflow is concerned after its IPO. That said, the share price needs a bit of oomph, after the initial strong start.
GreenRoc Strategic Materials Plc (GROC), a company focused on the development of critical mineral projects in Greenland, announced that it has signed a binding secured loan facility for EUR 5.2 million from the Export and Investment Fund of Denmark, to be used for the financing of the Company’s work programmes both at the Amitsoq Graphite Mine in south Greenland and in relation to the establishment of a fully operational European pilot plant for the production of active anode material from Amitsoq graphite.
Comment: Sometimes it is not just about raising money, it is where the money came from. In the case of GROC we can see that it has sovereign backing. It does not get better than that, and there is always the promise of more to come.
Mendell Helium (AQSE:MDH) provided an update on forthcoming production at M3 Helium Corporation’s Rost 1-26 well in Fort Dodge, Kansas and the Jasper well in Nebraska. Rost flow rates are currently increasing in significant increments each day as de-watering progresses. Commercial production at Rost is on track to commence around end of October 2025.
Comment: Famously, while other helium plays talk about how much they may or may not have, MDH is actually ahead of curve in terms of actually producing the stuff, which is what is sorely needed.
AstraZeneca (AZN) and Amgen’s Tezspire (tezepelumab) has been approved in the European Union (EU) as an add-on therapy with intranasal corticosteroids for the treatment of adult patients with severe chronic rhinosinusitis with nasal polyps (CRSwNP) who have not adequately responded to standard therapy (systemic corticosteroids and/or surgery).
Comment: As stated a few days ago, it would be good if big pharma worked on matters that have an addressable audience of more than 8 people, such as baldness, IBS and wrinkles. Not necessarily in that order.
CyanConnode Holdings (CYAN), a global provider of IoT communication and smart metering solutions, is pleased to announce a trading update for the six months to 30 September 2025. This has been a successful period, beginning with DigiSmart Networks Private Limited (“DigiSmart”), the Group’s subsidiary in India securing its first contract as an Advanced Metering Infrastructure Service Provider (“AMISP”). This landmark contract for c.£70 million (at constant currency), awarded in April 2025 by the Government of Goa, materially strengthened the Group’s contracted order book, which remains robust at approximately £157 million at current exchange rates (previously: £180 million, including Goa which was won early in April 2025). The reduction primarily reflects currency translation effects of around 9%, with the balance attributable to deliveries made and revenue recognised during the period.
Comment: Close but no cigar just yet for CYAN. That said, one wonders if all its ships did come in from Goa, whether the market would give the company its just deserts in terms of share price / valuation?
Polarean Imaging (POLX), a commercial-stage medical technology company and global leader in functional lung imaging using hyperpolarised Xenon MRI, announced that its Board of Directors is undertaking a strategic review of the Company’s future direction and organisational structure. The Board recognises that the UK public market environment for small-cap MedTech companies remains highly challenging, characterised by persistent undervaluation, limited liquidity, and the ongoing costs associated with maintaining a public listing. While revenue from the Goa Project has not yet commenced, revenues from smart metering communications systems and related services across India and the Rest of World (“RoW”) contributed to revenues increasing by 31% to £7.4 million (H1 FY2025: £5.6 million). On a constant-currency basis, revenue growth would have exceeded 40%.
Comment: Another Dear John letter from a listed company to the London Stock Exchange. In an ideal world the cost of being listed would not be material in terms of an ailing company looking to cut costs, or raise capital. Alas, for over a decade the London stock market has been on a suicide mission, and almost seems to take pleasure in the confessions of companies such as POLX.
Trellus Health® (TRLS), a healthcare company delivering Trellus Elevate®, a digital platform that integrates data analytics with personalised, scientifically proven resilience programs and value-based solutions to manage complex chronic conditions, announces that, further to yesterday’s announcement that it is in late stage contracting discussions, it has signed a 12 month contract with one of the largest global Clinical Research Organisations (CROs), to support recruitment and enrolment optimisation for an ongoing mid-stage clinical trial in the field of immunology and inflammation. The Contract is due to commence later this year.
Comment: A great announcement is what it would have been if the quantum of the deal had been announced. As we know big companies can be notoriously stingy when it comes to doing business with small companies.
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.
