Renalytix (RENX), a precision medicine diagnostics company, with kidneyintelX.dkd, the only FDA-approved and Medicare reimbursed prognostic test to support early-stage risk assessment in chronic kidney disease, announced that it has signed a collaboration agreement with Tempus AI, Inc. (NASDAQ: TEM). The collaboration will make kidneyintelX.dkd prognostic blood testing more widely available for eligible patients within its US network of healthcare institutions.
Comment: This really is the year of the biotech on the UK stock market, the first time one can say this properly since the noughties. RENX joins the list of winners with solid news, and a return to last year’s share price levels towards 20p should be on the cards in coming weeks.
Rome Resources (RMR) announced the latest assay results received from recent drilling at its Mont Agoma prospect, part of the Company’s flagship Bisie North Project in eastern Democratic Republic of Congo. The drilling campaign has identified wide, high-value tin zones together with significant copper and zinc mineralisation. These results are expected to provide the final inputs to the Company’s maiden mineral resource estimate (MRE), which is in the process of being finalised by the MSA Group and which remains targeted for publication by the end of September 2025.
Comment: Another RNS proving that RMR is on track to fulfilling market expectations. The real sizzle for the share price is of course the maiden MRE, which is now imminent. Any dips in the stock ahead of this are likely to be welcomed with open arms by the bulls.
SpaceandPeople (SAL), the retail, promotional and brand experience specialist which facilitates and manages the sale of promotional and retail merchandising space in shopping centres, railway stations and other high footfall venues, announced its interim results for the six months ended 30 June 2025. Group revenue has significantly increased by 26% to £3,697k (H1 2024: £2,929k). Factors contributing to this growth include an impressive year to date performance by the UK promotions division with revenue up 38% to £2,460k (H1 2024: £1,780k). Group gross profit has benefited from this performance with a 29% upswing to £3,023k (H1 2024: £2,350k).
Comment: SAL looks like it is in a decent place, something which belies perhaps the economic backdrop in which it operates. The shares are already up 120% so far this year, and the expectation is of much more to come.
Ingenta (ING), a leading provider of software and services to the global publishing industry, announces its unaudited interim results for the six months to 30 June 2025. Adjusted EBITDA up 29% to £0.9m (2024: £0.7m). Cash from operations up 75% to £0.7m (2024: £0.4m). ING said “Overall, the Group’s results at the half year show growth in revenues, gross profit, EBITDA and net profit, and a consequent increase in cash balances. As a result, the Board is recommending an increased interim dividend of 1.75p per share.”
Comment: Although we are not talking Microsoft levels of revenue or profit, it is the prospect of a turnaround at ING that delivers a standout RNS, with the dividend to boot.
Greatland Resources Limited has taken centre stage at the Mining Forum Americas Conference in Denver, Colorado, where it unveiled its latest corporate presentation. For those interested, the full presentation is now available for download on the company’s official website.
Cora Gold (CORA), the West African focused gold company, provided an update on recent exploration work conducted at the Company’s Madina Foulbé Exploration Project in eastern Senegal. Madina Foulbé is located within the Mako Gold Belt of the Kédougou-Kéniéba Inlier in close proximity to several Tier 1 gold deposits and recent exploration has confirmed the Project’s large scale gold mineralisation potential.
Comment: Recent newsflow for CORA has been something of a victory lap fundamentally, and for the share price. Today’s announcement highlights this idea and takes it further.
GenIP (GNIP), a technology consultancy providing Generative Artificial Intelligence (GenAI) services to help research organisations and corporations commercialise their innovations, has been appointed official technology transfer services provider to the Chile-based GreenTech Innovation Platform as part of its strategic partnership with the Universidad Autónoma de Chile. The GreenTech Innovation Platform is used by over 400 members who have the potential to be GenIP clients, including universities, corporates, entrepreneurs, and public sector organisations, fostering collaboration to accelerate sustainable innovation in sectors such as commerce, services, and tourism.
Comment: It has been said here recently at Zakstraderscafe.com that toward 20p support GNIP offers decent value. This point is underlined in the wake of today’s news underlining the fact that GNIP is an international, scaleable business, and one that is going to be transformational for the counterparties it is appointed to.
Capital Metals (CMET), a mineral sands company approaching mine development stage at its high-grade Taprobane Minerals Project in Sri Lanka, announced it has received the final set of drill assay results and all heavy mineral microscope analysis logs from the Phase 1 drilling programme in the northern EL168 area (the initial mining area). Geo-metallurgical characterisation and density analysis for the first stage of the proposed Mineral Resource Estimate update have commenced. The assay results have been returned from the Company’s laboratory partners, Scientific Services Geological Laboratories, and the results of microscope logging of HM were returned from Remote Exploration Services, both based in Cape Town, South Africa.
Comment: CMET is clearly in a good place currently, with the promise of high grade and significant resources at its Taprobane project being more than fully met. Indeed, it would appear currently that the market is underplaying the potential here.
Hydrogen Utopia International (HUI), a company pioneering the conversion of non-recyclable mixed plastic waste into hydrogen, carbon-free fuels, new materials, and distributed renewable heat, announced the appointment of Mr Iman Ramani as its official representative for the Gulf Cooperation Council, with a strong focus on unlocking opportunities in the Kingdom of Saudi Arabia. The appointment of Mr Iman Ramani marks a major milestone in HUI’s international growth strategy, targeting one of the world’s fastest-growing hubs for innovation, investment, and sustainability.
Comment: Given the lowly share price, the proven technology, and the latest high powered appointment, it is just a matter of when not if HUI announces a string of deals to confirm its long standing strategy is finally over the line.
Hamak Gold (HAMA), a company combining traditional gold exploration in Africa with a Digital Asset Treasury Management strategy, announce the appointment of Brittany Kaiser as the second member of Hamak Gold’s Advisory Board, alongside founding member Dr. Arthur Laffer. The purpose of this Advisory Board is to provide proprietary consultative guidance and sector expertise to the Board of Directors as the Company continues to expand its strategy of pursuing gold exploration in Africa, accompanied by a Bitcoin Treasury Management policy.
Comment: Fresh from Laffer’s advice to Rachel Reeves in The Telegraph that she is out of road in terms of raising taxes and getting more revenue, we have a fresh appointment to the Advisory Board. Given the strength of the great and the good we already have at HAMA, the only one missing is the Archangel Gabriel.
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.
