Yesterday MAST Energy Developments (MAST) announced that it has been made aware of articles recommending the Company and its shares to investors which appear to be “sponsored articles” on websites such as inter alia “Global Gazette”, “Guardian Globe” and “UK Finance Pulse”. While the Company cannot control third-party content online, MED strongly encourages investors or prospective investors to rely only on official sources of information about the company and/or its projects, available via the LSE’s Regulatory News Service (“RNS”) and on the RNS Announcements page of the Company’s website which can be accessed at the link below, when determining whether or not to make an investment in the Company.
Comment: It would appear that MAST rather fluffed its announcement yesterday, which was essentially a non-announcement, rather stated the obvious and should not have happened in the first place. It rather smacks of one of those “speeding ticket” RNS which our friends at AIM love, because they do not like the punters making money. It will be interesting to see how long it takes the shares to go back to their highs. In the meantime it should be noted that Zakstraderscafe.com is a great source of third party validation.
Hunting for the Next Havieron: FDR, GEO, ROCK, WSBN, RCR & GGP The Next Billion-Dollar Story
Blencowe Resources (BRES), advancing the large-scale, high-quality Orom-Cross graphite project in Uganda, is pleased to release its latest corporate presentation, offering a detailed update on the Project’s development and upcoming milestones. BRES said “Orom-Cross is building strong momentum as we approach DFS completion. Ahead of the study’s conclusion, we expect the first in a series of assay results from our recent successful infill drilling campaign, which will underpin a material resource upgrade and considerably enhance project economics. Together with our strategic partnerships, our established infrastructure at site and our strong ESG credentials, we are positioning Orom-Cross to enter the financing phase as a significantly de-risked and globally competitive graphite project.”
https://blencoweresourcesplc.com/wp-content/uploads/2025/09/Blencowe-Presentation-Sept-2025.pdf
Comment: It would appear that BRES shares are finally delivering the proper re-rate towards 10p that they have promised for so long. One would expect the main 5p-6p resistance zone to crack before the end of the month on this de-risked company’s proposition.
Atlas (AMG) has entered into a conditional Share Purchase Agreement to acquire the entire issued ordinary share capital of Universal Pozzolanic Silica Alumina Ltd, at a purchase price of £1 billion. AMG said “UPSA provides an opportunity to access a world-class PSA reserve at an attractive valuation. Given the positive environmental impact UPSA provides the international construction industry, the UPSA resources are already attracting interest from major cement and concrete players and will be targeted for use in private and government infrastructure development projects globally.”
Comment: It looks as though it will be second time lucky in terms of AMG getting a deal over the line-subject to due diligence of course. Interestingly, the shares approached our previous 39p charting target in initial dealings today.
Tekmar Group (TGP), a leading provider of asset protection technology and offshore energy services globally, announced a significant new contract award worth in excess of US$10 million, with a leading international Engineering Procurement & Construction (EPC) contractor. The contract is for the design and manufacture of Tekmar’s industry-leading polyurethane cable protection system, TekDuct, along with engineered ballast modules, for a major offshore energy project in the United Arab Emirates. Work on the contract will commence immediately, with final delivery scheduled for Q1 2026.
Comment: The value of the latest big win contract is around the present market cap of the company. Therefore, it would be rather disappointing if today’s news does not get the stock properly off recent lows.
Chill Brands Group (CHLL), the consumer packaged-goods distribution company, announced that it has been appointed as the master distributor of ELF Nicotine Pouches for the UK market. ELF Nicotine Pouches are an exciting entrant into the fast-growing nicotine pouch category. As the nicotine pouch category continues to develop, the Company’s Chill Connect retail distribution division will support the brand’s UK rollout.
Comment: While it is great that CHLL 2.0 is a far better proposition than the OG version, we are once again in the waiting room as far as seeing how the company can turn announcements like today’s into sales and when.
Eco Buildings (ECOB) announced that it has built a house free of charge for a family that as a result of circumstances beyond their control had become homeless. A senior government official in Tirane having been made aware of the family’s position reached out Eco for assistance. As a consequence Eco commenced building a 2 story 100 sqm house today in Tirane with a team of 4 personnel. Eco built the two story 100 sqm house utilising its proprietary technology and know-how in just 24 hours.
Comment: A RNS that not only brings tears to the eyes, it also reminds one that this kind of instant home could work well for certain members of the royal family on Windsor Great Park.
Anpario (ANP), the independent manufacturer of natural sustainable animal feed additives for animal health, nutrition and biosecurity announced its unaudited interim results for the six months to 30 June 2025: Highlights included a 34% increase in sales to £22.7m (H1 2024: £17.0m). 45% increase in gross profit to £11.7m (H1 2024: £8.1m). 53% increase in adjusted EBITDA1 to £4.1m (H1 2024: £2.7m). 62% increase in profit before tax to £3.4m (H1 2024: £2.1m).
Comment: Well, there is no need to show off. A definite lap of honour RNS. Who knew that the world of animal feed additives could be so rewarding. One would expect the shares to get back their 2022 highs near 600p by the end of this year.
Frontier Developments (FDEV), a leading developer and publisher of video games based in Cambridge, UK, published its full-year results for the 12 months ended 31 May 2025. Adjusted Operating Profit grew to £13.2 million (FY24: £4.6 million). Adjusted EBITDA grew to £9.4 million (FY24: £0.9 million). Operating profit of £12.7 million in FY25, marking a significant recovery from a loss of £28.4 million in FY24 due to non-cash impairment charges for underperforming games.
Comment: FDEV is clearly on fire, with the only real question here being how far the ongoing re-rate for the shares will stretch? Summer 2023 resistance through 600p seem to be a modest target for the end of this year versus just below 400p now.
Pri0r1ty Intelligence Group (PR1), the AI, data and marketing services group, is pleased to announce the launch of Advisor 2.0, the next generation of the Company’s flagship product which allows customers to integrate cutting-edge AI agents into their digital ecosystems. Advisor 2.0 is an enhanced tool which facilitates more efficient user enquiries and customer service requirements.
Comment: Rather like CHLL described above, PR1 has been keen to set up its stall with a suite of products / offerings. But the proof of the pudding is of course sales / profits.
Shortwave Life Sciences (AQSE:PSY), listed on the Aquis Stock Exchange Growth Market, the UK’s leading healthcare company focused on developing innovative treatments for anorexia nervosa, announced the completion of its announced business review and now outlines its plans to strengthen and grow the Company’s core operating business with an integrated supportive digital asset treasury management strategy. Rolf Gerritsen comments: “The outcome of the business review is a clear pathway towards developing our core business, supported by a strong, united and highly qualified team focused on delivering shareholder value through the integration of a digital asset treasury management strategy to fund the core business. I am extremely excited for the future of the Company and the upcoming news flow our activities will generate.”
Comment: Rolf not only has great hair, he has also popped up at PSY, which judging by today’s share price reaction to date, could be a dark horse winner on Aquis, if the company plays its cards right on its anorexia treatment.
Cadence Minerals (KDNC) announced the release of an interview with its CEO, Kiran Morzaria. In the interview, Kiran discusses the staged development strategy underway at the Company’s flagship Amapá Iron Ore Project, including the recommissioning of the Azteca Plant. The interview can be viewed at https://www.youtube.com/watch?v=oVSzBJzUOCc
Comment: KDNC Amapa win has been a long time, something which should only make the latest share price recovery all the more strong. One can see a squeeze in the shares towards the main 4-5p zone of a couple of years ago, even if we get a fundraise in the interim.
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.
