Helium Ventures (AQSE:HEV) announced the successful completion of the oversubscribed Placing which included participation by institutional investors at the Issue Price of 43 pence per share. The Placing has raised, in aggregate, gross proceeds of approximately £4 million.
Comment: A decent, chunky raise for HEV, something which takes advantage of the recent stock market enthusiasm, and gets it on track as being one of the more significant plays in the burgeoning Bitcoin Strategy space.
Pri0r1ty Intelligence Group (PR1), a pioneering company in AI-driven professional growth services for small and medium enterprises (SMEs), announce that further to its announcement on 29 May 2025, the Company has now formally adopted a new Bitcoin Treasury Management Policy.
Comment: It was perhaps more logical that an most companies that PR1 adopted a BTC strategy, given the high tech nature of the offering, and how this could fit into its overall offering.
KEFI (AIM: KEFI), a gold and copper exploration and development company focused on the Arabian- Nubian Shield with a pipeline of projects in the Federal Democratic Republic of Ethiopia, and the Kingdom of Saudi Arabia confirms that, as previously announced, Harry Anagnostaras-Adams, Executive Chairman, will provide a live presentation via the Investor Meet Company platform today, Friday 20 June 2025 at 16:00 BST. The presentation is available on the Company’s website at: https://www.kefi-goldandcopper.com
Comment: Shares of KEFI have already bottomed out near the 0.5p ahead of today’s investor presentation, something which should clear the air as far as the company’s timelines and the storm in a teacup issues which have been surrounding it of late such as remuneration. The latter especially being something which involves the usual suspects with their cheap, personal, clickbait, and knowingly subjective, crackpot comments.
Cykel AI (CYK) announced growing commercial momentum across its digital worker portfolio, with the Company experiencing month-on-month revenue growth alongside the recent announcement of its Bitcoin Treasury Reserve Strategy. The Company has reported accelerating growth, increasing MRR (Monthly Recurring Revenue) by 68.4% over the past four weeks. Revenue growth has been driven primarily by Lucy, the Company’s autonomous recruitment agent.
Comment: It is pleasant to see that CYK has not just leaned on the a la mode Bitcoin Treasury Strategy, but is also sticking to the day job of being an autonomous recruitment agent.
Helix Exploration (HEX), the helium exploration and development company focused on helium deposits within the ‘Montana Helium Fairway’, announced its unaudited interim results for the six month period ended 31 March 2025. HEX said, “Drilling of our 4th and 5th production wells will commence imminently with potential to increase pre-tax cashflow to $20 million per year. We continue to be in commercial discussions around offtake opportunities, supporting our goal of delivering domestically produced helium directly to U.S. end users and mid-tier distributors.”
Comment: First production is the event the market is waiting on with bated breath at HEX, something which can be seen from the way the shares have squeezed higher since the recent fundraise.
Rome Resources (RMR), the tin and copper explorer focussed on the DRC, noted the positive press coverage released yesterday announcing a planned signing next week of a definitive peace agreement, including joint security guarantees, by the DRC and Rwanda, which has been brokered by Qatar and the US. This is a further positive development in the region and is likely to increase confidence in the business environment, particularly in the eastern DRC, going forward.
Comment: It always seemed to be the case that the market was regarding RMR’s potential conflict impact to harshly, and this has proved to be the case. That said, the shares should be rather nearer to the autumn’s 0.4p plus zone, given the progress that has been made since then in terms of drilling and discovery.
SEED Innovations (SEED), the AIM-quoted investment company offering exposure to disruptive, high-growth, life sciences and technology ventures typically inaccessible to everyday investors, is pleased to announce its Final Results for the year ended 31 March 2025. Portfolio value up 14% – investment portfolio increased to £8.3 million (2024: £7.3 million), driven by gains across key holdings. Strong cash position maintained – cash and receivables of £3.4 million as at 31 March 2025 provide significant liquidity for future investments. NAV at £11.8 million, shares trading at a c.74% discount to NAV.
Comment: Given the strong results for SEED, seeing the shares trading at a 74% discount to NAV may be regarded as a situation which took a lot of effort to achieve, but was somehow managed. It remains the case on the London market that investment companies are valued on the basis of their weakest hold.
Ascent Resources (AST) announced that, further to its conditional acquisition of a 10% interest in leases operated by ARB Energy Utah, LLC and rights to 50% of incremental production generated from work-over style operations on existing wells which are 100% funded by Ascent as announced 22 May 2025, together with the Operator have reviewed the work-over opportunities relating to existing (producing and shut-in) wells in the acreage and have identified the first 15 wells to target which have an aggregate budget of $100,000 to implement.
Comment: With shares of AST down nearly 80% year to date, bulls of the stock will be hoping that this latest acquisition news will be enough to move the dial, sooner rather than later.
Vault (AQSE:VULT) , a London-publicly traded technology company, announced its “11 Year Plan”, a long-term strategic roadmap focused on sustainable growth, intelligent capital allocation, and the integration of digital assets, specifically Ethereum and also Bitcoin, into the Company’s treasury strategy, in support of the operating business and its growth strategy.
Comment: The name of the game as far as the Bitcoin Strategy brigade of stocks from the investors perspective may be to rotate out of the first plays / those with the highest market cap, into the smaller / newer ones, in order to get the best leverage on this boom area of the market. The technical suggest above 0.06p we are on our way to 0.15p.
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.
