Rome Resources (RMR), the DRC-focused tin and base metals explorer, announced the discovery of a new tin zone on the eastern flank of the Mont Agoma prospect at its flagship Bisie North project in North Kivu Province, eastern DRC.
RMR said “”To date all the Mont Agoma drilling has focused on the main ridge where the geochemical anomaly is strongest. These initial indications from MADD030 open up the exciting scenario where tin mineralisation is present beyond the limits of our known footprint, potentially opening up the whole of the eastern flank of Mont Agoma. This is exactly the kind of upside we hoped to unlock with this new phase of drilling.”
Comment: It has already been suggested here that with DRC conflict out of the way, like for like, shares of RMR should also be back at their October highs through 0.48p. The fact that today the company has added to the post listing assets, only underlines a re-rate towards 0.48p and beyond should be on its way.
Catenai (CTAI), the AIM quoted provider of digital media and technology, noted the announcement made by Alludium Ltd in relation to its acceptance into two start up programs that will enhance the Alludium platform: AWS Activate (Amazon) and Atlassian for Startups Program. Alludium’s entry into AWS Activate Startup Program ensures that as it scales the number of AI agents, its infrastructure will have the opportunity to grow seamlessly. This relationship provides priority access to new services, architectural guidance for AI workloads, and the enterprise-grade reliability that modern businesses demand.
Comment: It can be seen that minnow CTAI has in Alludium come up with a punching above its weight acquisition, something which today’s news underlines, especially when added to recent newsflow regarding the company.
Pantheon Resources (PANR), an oil and gas company developing the Kodiak and Ahpun oil fields in close proximity to pipeline and transportation infrastructure on Alaska’s North Slope, announced appointments to the Executive Team to complete the next phase of its strategic plan-transitioning to development and production and listing on a senior US exchange.
Comment: It has been a somewhat rocky ride at PANR over the past three months, something which could be explained by not only some unfortunate events, but also sub par handling of these events, something which a new Executive Team could cure going forward.
ITM Power (ITM) announced the appointment of Jürgen Nowicki as Non-Executive Chair of the Board, effective from 15 January 2026. Sir Roger Bone, the incumbent Non-Executive Chair, will retire on the same date. Jürgen brings deep industrial expertise and a strong track record in the global hydrogen sector and the wider industrial gases industry.
Comment: Shares of ITM have been soaring of late, as the market has enjoyed the prospect of a “large scale project” which was teased last month. The technicals still point to the 2 year resistance zone at 100p, so still a decent possible upside from current levels.
CAP-XX (CPX), a world leader in the design and manufacture of thin, prismatic supercapacitors and energy management systems, provided an update for the five-month period ended 30 May 2025. The Company is also announced the appointment of a new Interim Chief Financial Officer. The Company has maintained a strong cash position as a result of cost-saving initiatives and an ongoing emphasis on operational performance and efficiency. Cash as at 31 May 2025 was AUD 4.2 million (AUD 5.0 million as at 31 January 2025). The Company will also be applying for an R&D tax credit shortly after year end (30 June 2025) as usual.
Comment: It has been something of a mystery, given the decent newsflow in the interim, including todays, why shares of CPX have been capped at the 0.2p level. Presumably, there is still an historic overhang in the stock yet to be chewed up?
Bluebird Mining Ventures (BMV), a pan Asian gold project development company, announced further progress regarding the monetisation of the Company’s flagship Philippine project. BMV said “discussions have now progressed meaningfully with the Philippine partner to an advanced stage whereby the Company now expects to conclude an agreement within a matter of weeks”.
Comment: BMV finesses its announcements last week, with a teaser in terms of how soon its flagship project could deliver a successful conclusion. The run up to this in “a matter of weeks” should squeeze the share price yet higher.
First Class Metals (FCM) the UK listed company focused on the discovery of economic metal deposits across its exploration properties in Ontario, Canada, provided an exploration update for the work conducted in 2024/25 Winter field season. FCM “The Winter work programme was an operational success and the results it has produced are exceptional, generating robust exploration targets on the two main properties – North Hemlo and Sunbeam. We remain encouraged with the potential of the Roy structure at Sunbeam after the property visit with a renowned structural geologist, potentially a eureka moment!”
Comment: It is highly pleasing that FCM has put back the shorting conspiracy / defamation squad comments, of those trying in vain to get the share price down for malicious purposes, and is now focusing on operational matters. This may explain why the shares are up over 100% over the past month.
Frontier Developments (FDEV), in collaboration with Universal Products & Experiences, announced that Jurassic World Evolution 3, the highly anticipated third instalment in the critically acclaimed game franchise, will be launching on 21 October 2025 on PC, PlayStation®5, and Xbox Series X|S, and is available to pre-order now.
Comment: In the run up to today’s news we have seen a significant rebound in shares of FDEV. Perhaps the prospect of players being able to nurture juvenile dinosaurs for the first time as part of flourishing family units will lead to further stock price gains?
Pri0r1ty Intelligence Group (PR1), a pioneer in AI-driven professional growth services for SMEs, announced that further to the term sheet announced on 3 June 2025, it has now entered into a share purchase agreement (“SPA”) in respect of the proposed acquisition of Halfspace Limited.
Comment: The best thing about the Halfspace deal is that it delivers an entry into the sports and entertainment market, something which is perhaps rather more solid than the generic SME space.
Revolution Beauty (REVB) noted the recent press speculation regarding the interest of Frasers Group plc in Revolution Beauty and confirms that Frasers is one of a number of parties conducting due diligence as part of the Formal Sale Process announced on 21 May 2025. There can be no certainty that Frasers’ interest will result in a firm offer for the Company.
Comment: Frasers entering the fray is certainly quite a coup for REVB in terms of delivering a happy ending to its story. But why do we still have to have the Nanny State / Nomad warning of no certainty? We are all adults and over 18, indeed, over 21.
MediaZest (MDZ), the creative audio-visual solutions provider, announced the appointment of Keith Edelman as Chairman of the Company with immediate effect. Keith will succeed Lance O’Neill, who has decided to retire from the Board, having been Chairman for over 18 years. Keith has over 40 years industry experience, working with FTSE 100, 250, AIM-listed and privately held companies.
Comment: Given that the market cap of MDZ is only £1m, to acquire the services of a corporate heavyweight such as Edelman is a coup, and should make a difference to how the market perceives the company.
Empire Metals (EEE) the AIM-quoted and OTCQB-traded resource exploration and development company, announced the results from its most recent titanium dioxide (“TiO2“) product development testwork programme, carried out on mineral flotation concentrates produced from the in-situ mineralised weathered cap that extends across the giant Pitfield Project (‘Pitfield’), located in Western Australia: A very high-purity TiO2 product, assaying at 99.25% TiO2 has been achieved through conventional beneficiation, leaching and refining processes.
Comment: It would appear that the market had successfully guessed that the latest results from EEE would be impressive, gapping up from the 10p zone to over 16p currently. A price channel target towards the low 20p’s looks to be on its way well before the summer is over.
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.
