RNS Hotlist with Zak Mir: MPAL, AJAX, AST, ALRT, WCAT, CNS, BTC, DGQ, HODL, ROAD, ECO, OBI & SKA - Share Talk

RNS Hotlist with Zak Mir: MPAL, AJAX, AST, ALRT, WCAT, CNS, BTC, DGQ, HODL, ROAD, ECO, OBI & SKA

MedPal AI (MPAL), the AI-native digital health and pharmacy group, announced the launch of “Juno”, its next-generation agentic AI health companion, alongside a full upgrade of the technology that powers it. Juno represents a step change: from AI that answers when asked, to AI that works on the patient’s behalf. Rather than waiting for a question, Juno proactively watches over a patient’s health information through MedPal AI’s New Health OS Portal and reaches out directly, by text over WhatsApp and the web.

Author @ZaksTradersCafe

MPAL said “The world has just watched agentic AI go mainstream, and tens of millions of people are already asking AI about their health every single day. The difference with Juno is that it does not stop at an answer. It can advise, triage, connect you to one of our GPs, have your medication dispensed by robot and shipped to your door, and then check that you are getting better. That is the whole point of Health OS. We do not just tell you what is wrong, we help to treat it.”

Comment: The momentum both in terms of news and share price continues at MPAL, with the latest agentic announcement underlining how the company remains on the cutting edge of its space, as well as being part of the future of the self-care revolution in medical treatment. Above the recent 4.5p target we are looking for 6.5p as soon as the end of next month.

Ajax [AQSE: AJAX], the natural resources investment company, provided an update on activities at the Macacha Copper and Silver Project located in the Province of Salta, northern Argentina. AJAX said “We are encouraged by the progress being made across all aspects of the Macacha Project. Following extensive engagement with the Salta mining authorities, all additional technical clarifications requested as part of the EIA review process have now been addressed and submitted, and we anticipate receipt of EIA approval during July 2026. In parallel, we have continued to advance preparations for the next phase of exploration. The tender process for the planned 5,000-metre drilling programme has commenced, field personnel are being mobilised and preparatory works, including drill pad and access clearance, are expected to begin during the first week of July, positioning us to commence drilling shortly following EIA approval.”

Comment: AJAX continues to prove that it is on the case as far as identifying and proving up bargain basement projects. This is underlined by the latest news from Northern Argentina, with a significant drilling campaign on its way this summer. It is perhaps a shame that the share price currently does not reflect the progress being made.

Ascent Resources Plc (AST), the onshore US focused oil and gas company, announces that on 17 June 2026 it was informed by the Tribunal in the Company’s Energy Charter Treaty arbitration against the Republic of Slovenia (ICSID Case No. ARB/22/21) that as of that date, pursuant to ICSID Arbitration Rule 38, the proceeding has been formally closed. The Tribunal is now expected to render its final Award before the end of this month. The Company will provide further updates as appropriate.

Comment: The London market being the London market, no credit is given to a company for anything ahead of time, something which despite the imminent massive award due to AST, has witnessed the share price hit near term lows. One would expect this to change, and do so significantly, with the moral of the story being that one should take advantage of such opportunities. Recent resistance at 0.7p does not appear to difficult to envisage in coming days.

Defence Holdings PLC (ALRT), the UK’s software-led defence technology group, today announced that its capability acceleration programme, which opened for applications on 15 June 2026, will operate under the official identity “Meridian”. The Company has also launched a dedicated digital platform at www.meridianbydefenceplc.com providing founders, partners and stakeholders with access to detailed information on the programme’s operating model, participation criteria, application process, ecosystem partners and future milestones.

Comment: One wonders if there is no limit to the creativity of the powers that be at ALRT, coming up with a flash sounding / no money mentioning initiative every other week. One wonders how many ways there are to skin this particular defence sector related cat? The answers is, quite a lot. Above the recent 1.8p hit target, the fresh destination is towards post November resistance at 2.3p, perhaps by the end of next month.

Following a review of the corporate structure of Wildcat Gold (WCAT) and the opportunity to develop its business further, the Board has decided on a Planned Reorganisation of the Directorate -subject to the Company joining the Aquis Growth Market. In order to improve Corporate Governance of the Company, the BOD has decided it will separate the role of Chairman and Executive Director (aka CEO) currently occupied by Mandhir Singh. WCAT said “This relinquishment of the role of Chairman and warrants helps improve the corporate governance of the company in respect to shareholders rights and their views/concerns been listened to. Also, with less administrative work to do it will mean that I can concentrate more of my efforts in ensuring that the proposed initial gold processing plant comes in on time and budget.”

Comment: Although there was no real need to separate Chairman and CEO positions, given that the now new CEO is such a large shareholder, it is a better look. I am surprised that I have not been tapped on the shoulder to be the new Chairman, given how exciting I feel the opportunity at WCAT is, and how underappreciated the company remains.

Corero (CNS), the distributed denial of service (“DDoS”) protection specialists and champion of adaptive, real-time service availability, announced it has secured a $1.1 million, 3-year contract for its Web Application Security (“WAAP”) with TierPoint, a global provider of comprehensive IT solutions, including colocation data centres and managed cloud recovery services.

Comment: It is somewhat disappointing that the initial reaction today to CNS’s contract win has been rather flat. Indeed, the market seems to be rather harsh on the company given the way that in January it said it expected 2025 earnings to exceed guidance.

London BTC Company (BTC), the London Stock Exchange main market-listed company announced that it has staked the Teep Gold-Silver Project in Nevada, USA, as part of its US-focused gold hedge strategy. David Lenigas, Chairman of the Company, stated; “This is a phenomenal gold and silver project that London BTC has been able to stake in Nevada. This new 2,190-acre gold and silver project, covering 106 mineral claims, sits in the +40 million gold ounce corridor on the Walker Trend between Reno and Las Vegas. We have already defined 11 high-priority areas of interest for vein-hosted mineralisation. Field observations by the Company’s geologist confirm the presence of quartz-vein structures with significant surface expression within the project area and has the potential for real scale.”

Comment: The good news is that shares of BTC are off recent lows just under 1.60p. But despite the Lenigas charm and charisma, and a very good RNS, we are not see the level of enthusiasm in the market that this situation commanded even a few months ago.

Delta Gold Technologies PLC  (Aquis: DGQ), a technology company developing intellectual property in the quantum computing (“QC”) space, announce that it is continuing its research collaboration with the University of Toronto (“UofT”) and has now commenced Year 2 of the agreement. The project, “A Scheme for Quantum Computing based on Proximatised Gold”, continues under the leadership of the Company’s Principal Investigator, Professor Harry Ruda, and follows the successful filing by UofT of a provisional patent arising from the research programme.”

Comment: Given how much money DGQ has made for retail investors, it is not surprising that it has caught the attention of the shorting squad, who want some of these gains to be given back. Ideally, the latest pullback from 200p plus will settle towards the 50 day moving average around 133p.

B HODL Plc (AQSE: HODL), the first British company founded to Buy, Hold, Deploy and Compound Bitcoin, is pleased to provide the following update on the performance of its Lightning Service Provider platform (“LSP”), a core element of Company’s Deploy strategy, since launch, and to address current conditions in the Bitcoin market. The Board continues to believe in the long-term investment case for Bitcoin and in the Company’s strategy of deploying its Bitcoin treasury as productive capital through such strategies as its LSP and routing node operations. The Directors believe that periods of price volatility may provide opportunities to build infrastructure and expand operational capacity.

Comment: BHODL raised plenty of cash last year to ride out any unexpected decline in BTC, or sentiment in terms of enthusiasm from stock market investors, both of which have happened. Therefore we see the company putting on a brave face, but should been resilient enough to ride out any further crypto winter.

Roadside, (ROAD) the UK energy forecourt real estate business, announces its unaudited interim results for the period from 1 October 2025 to 28 March 2026. ROAD said “We have had a busy first half year progressing our buy and build strategy in the energy forecourt and convenience retail segment in the UK, with a number of acquisitions and the completion of a highly successful equity fund raising. With a strengthened balance sheet, an expanding operational platform, and a growing pipeline of opportunities, Roadside is well positioned to continue executing its growth strategy and delivering sustainable shareholder value.”

Comment: It has been a stellar period for ROAD, with the company attaining the £100m market cap level, and proving its forecourt strategy is right on the money. What is equally important is that the more cashed up the company is, the easier its to rollout its land grab.

Eco (Atlantic) Oil & Gas Ltd. (ECO), the oil and gas exploration company focused on the offshore Atlantic Margins, announced a mid-year update on the progress of its various workstreams across its portfolio in Namibia, Guyana, the Falkland Islands, and South Africa. Since the beginning of 2026, Eco has significantly strengthened its portfolio through the introduction of major industry partners, strategic farm-out transactions and continued advancement across its Atlantic Margin acreage. These transactions position Eco with broad, multi-basin exploration exposure that is largely carried through key upcoming work programmes whilst maintaining a strong cash position. With several regulatory approvals and operational milestones expected in the near future, Eco is entering a period of high-impact newsflow driven by multiple near-term transaction completions, drilling catalyst and basin level developments.

Comment: The oil price may go up, it may go down, but it remains the case that the Atlantic Margins are the new rock and roll in oil and gas exploration, especially in the wake of the Strait of Hormuz fiasco we have had this year. The driver for further share price gains at ECO is clearly the run of approvals the company is expecting.

Ondine Biomedical Inc. (OBI), a leader in light-activated antimicrobial therapies to prevent and treat hospital infections, announced that interim results from a study at Leeds Teaching Hospitals using Ondine’s nasal photodisinfection technology, Steriwave®, before complex brain surgery performed through the nose led to a 78.5% reduction in surgical site infections (“SSIs”) compared to standard 5-day antibiotic nasal treatment. There were recorded no cases of meningitis.

Comment: Anyone following the recent history of OBI will be fully aware of the merits of the company’s offering, and how it is transformational in terms of the incidence of infections in hospitals. Indeed, the only people who still seem to feel the need to kick the tyres on what the company does are hospitals themselves. However, we are getting closer to OBI going mainstream.

Shuka Minerals Plc (SKA), an African focused mine operator and developer, is pleased to announce that, further to the announcement on 10 June 2026, it has successfully completed the fourth drill hole (“KBDD04”) at the No.2 ore body at the Kabwe Zinc Mine. SKA said “Despite terminating the hole slightly shallower than expected, given the intersection with historical mine workings, I am delighted to report yet another positive drill result with excellent grades. Hole KBDD04 intersected the ore body approximately 70m west of the recent drilling and the results once again highlight the scale of the world class Kabwe asset.”

Comment: There have been decent stirrings of late as far as the share price of SKA is concerned, with the latest news likely to help the cause as well. Above the 200 day moving average at 3.8p, 5p should beckon by the end of next month as the stock finally catches up with its peers.

Author @ZaksTradersCafe

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.


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