Hydrogen Utopia International (HUI), a company specialising in turning non-recyclable mixed waste plastic into hydrogen and other carbon-free fuels, new materials or distributed renewable heat, announced its results for the six months to 30 June 2025.
HUI said, “Our CEO has lent her own shares to provide a cushion for the Company; the CEO and myself have invested our own capital rather than drawing down on the Company’s reserves. By combining frugality with focus, we have been able to secure an option to deploy a TRL9 technology in MENA, an extraordinary milestone for HUI.”
Comment: A hair shirt board at HUI, even more telling with the company on the verge of greatness. This may sound like an exaggeration. But just one deal in MENA would not only validate the company, but bring in enough revenue to cause the shares to surge, even more than the 60% we have seen in the past week.
Solvonis Therapeutics (SVNS), an innovative biotechnology company focused on co-developing therapeutics for mental health disorders, announced its unaudited interim results for the six months to 30 June 2025. SVNS said “Our focus remains firmly on executing this strategy: delivering clinical and regulatory milestones across our lead programmes, strengthening our discovery engine, and positioning Solvonis as a credible partner of choice for large pharma in CNS disorders. With the Awakn integration well underway and our discovery platform gaining momentum, the Board believes the Company is well placed to deliver material value for patients and shareholders alike.”
Comment: The massive addressable markets approach that SVNS is championing has ensured that the company has caught the eye over and above its peers, and indeed with Singer, who are looking for a 12 month share price target of 1.6p, versus 0.34p currently. The current massive re-rate in biotechs in recent months is an added bonus.
Falcon Oil & Gas Ltd. (FOG) and Tamboran Resources Corporation (NYSE: TBN, ASX: TBN) (Tamboran) have entered into a definitive agreement to create an ~2.9 million net prospective acre business across the majority of the Beetaloo depocenter (Transaction). The combination of Tamboran and Falcon is a logical consolidation of two leading Beetaloo Basin businesses and creates a company with a pro forma market capitalization of >US$500 million.
Comment: Zakstraderscafe.com certainly one of the few places to mention FOG, and certainly the only regular charting on the stock, despite all the other fly by night grandstanders and credit hoggers, who are essentially just aggressive sales and marketing operations looking to hoodwink CEOs. Oh, and an excellent deal as well today FOG and TBN people.
Rome Resources (RMR), today announced its unaudited interim results for the six months ended 30 June. RMR said “Management looks forward to the next phase of work, including further stepout drilling at the newly discovered Mont Agoma East tin zone, drilling deeper in both Mont Agoma’s main zone and Kalayi as well as further quantifying the upside in what we view as already impressive copper intercepts in Mont Agoma. Tin, copper, zinc and silver are all heavily represented in the Mont Agoma discovery and are expected to form an integral part of the mineral resource going forward.”
Comment: RMR has the market hanging on the edge of its seat waiting for big discovery news, something which should finally get the shares up towards 0.5p, which the bulls have waited on for quite some time.
SEEEN (SEEN), the global media and technology platform, announced its unaudited Interim Results for the six months ended 30 June 2025 and an update on current trading and the outlook for the Group. Revenue increased by 87%, driving gross profit increase of 62%. Achieved first full six months of positive EBITDA.
Comment: It has been a long time coming, but CEO Adrian Hargrave has finally cracked it, and we look forward to $5m for 2025. A company that underlines the value of persistence.
Metir plc (MET), the global provider of fast response mobile and point-of-use water and environmental testing technology, today announced its unaudited interim results for the six months ended 30 June 2025. Revenue increased 828% to £919k (H1 2024: £111k), reflecting strong sales momentum following the 2024 reset. Microtox® LX instrument sales increased to £368k (H1 2024: £40k). Reagent revenue increased to £117k (H1 2024: £41k), including approximately £26k of reagent revenue from three previously installed and active continuous monitoring installations in Hungary and Poland.
Comment: Although not quite the numbers required to get into the FTSE 100, the jump in metrics here certainly catch the eye, even though one would venture to suggest that hardly anyone apart from myself has heard of the company.
AIREA (AIEA), the UK design-led specialist flooring company, supplying both the UK and international markets, today announced its interim results for the six months ended 30 June 2025. Group revenue increased by 5.8% to £9.82m (2024: £9.28m. Underlying operating profit increased by 30.5% to £0.629m (2024: £0.482m). Operating profit increased by 31.6% to £0.283m (2024: £0.215m).
Comment: Ditto and twin-towned with Metir above in terms of market awareness. Who knew that the world of specialist flooring could be so interesting.
KEFI Gold and Copper (KEFI), the gold exploration and development company with projects in the Democratic Republic of Ethiopia and the Kingdom of Saudi Arabia, announced its unaudited interim results for the six months ended 30 June 2025. Significant progress made in the period with the Company’s Tulu Kapi Gold Project and KEFI is on schedule to begin the full development programme in October 2025. The final Tulu Kapi budget of US$340 million and its finance plan remain as recently announced, with project debt of US$240 million and equity risk capital planned to be issued almost entirely by KEFI subsidiaries for US$100 million.
Comment: It is a lap of honour time for CEO Harry and the team, as well as being a lap of honour for the share price. This is helped by the way that we are also experiencing a massive re-rate for the smaller resources stocks.
GenIP (GNIP), a technology business providing Generative Artificial Intelligence (GenAI) services to help research organisations and corporations commercialise their innovations, announce its unaudited results for the six months ended 30 June 2025. The company also announced Evolution to an AI-Powered, platform-led consultancy which lays the foundation for: Recurring SaaS-style revenues from platform-delivered services. Margin expansion via automation and data re-use. Defensible IP and data assets that strengthen long-term strategic position.
GNIP said “By unifying our brand and expanding our product suite, we are creating a high-growth model that turns one-off projects into long-term client relationships. This is about more than new services, it’s about embedding GenIP at the center of the commercialisation decision making process of research organizations and corporates.”
Comment: Already on the zeitgeist, and gathering momentum, GNIP shifts up a gear with its consultancy model, something which underlines the way that the sector as the Big four is showing us, is being eroded by AI.
Gunsynd (GUN) provide an update in relation to Barb Gold Project and Bear Twit Project in Canada, in which the Company has a 100% legal and beneficial interest.
Barb Gold Project: Critical Discoveries has now been in the field for twelve days with an estimated nine days left in this field campaign. Numerous samples have been collected and work has mainly concentrated on identifying historic veins on the claims and identifying possible extensions and potential parallel structures.
Bear Twit Project: Assay results from the recently completed field program at Bear Twit have been sent to the lab and results are expected to be received in October 2025.
Comment: GUN is currently on fire. But given that even I cannot remember the last time the company did an interview, it is not getting the attention, or the market rating it deserves.
Mkango Resources Ltd (MKA) announced that HyProMag USA, LLC has purchased three skid-mounted Inserma Anoia S.L magnet and Printed Circuit Board separation units. The Inserma and PCB units can be co-located at hyperscale data centers, shredding, recycling or HyProMag facilities.
Comment: MKA finesses yesterday’s significant DFC funding news with another milestone, something likely to extend its recent rally yet further towards a £200m market cap.
URU Metals (URU) announced its final results for the year ended 31 March 2025. URU said “Taken together, the regulatory approvals already achieved, the confirmation of high-grade sulphide mineralisation at depth, and the integration of advanced airborne geophysics place the Zeb Nickel Project in its strongest position to date. The next phase of work will be aimed at advancing these newly defined targets towards drilling and discovery. With the Mining Right approval pending, the Company is moving steadily toward its objective of establishing Zeb Nickel as a world-class supplier of critical metals essential to the renewable energy and battery storage sectors.”
Comment: It is good to see URU leading today’s risers in initial dealings, especially as it has suffered in the past from crackpot commentary, based on personal animosity, rather than fundamentals. Indeed, URU’s position in critical metals currently appears timely to say the least.
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.
