Stack BTC Plc (AQSE:STAK), the UK-based company focused on building a portfolio of high-quality, cash-generative businesses, alongside a Bitcoin treasury, announced its unaudited interim report for the six-month period ended 31 January 2026. Post-Period: Raised £4,277,900 in aggregate through equity fundraisings including strategic investment from Nigel Farage and Blockchain.com. Purchased 31 BTC.
Appointments of David Galan as COO and Director and Melisa Lawton as Non-Executive Director Kwasi Kwarteng, Executive Chairman of STAK commented: “The first half of the year marked significant structural progress, with the capital restructuring and implementing our new strategy of building a portfolio of small companies to support our Bitcoin accumulation. Since then, we have completed a series of fundraisings and attracted strategic investors which has enabled Stack to make its first Bitcoin purchases. The Board is now focused on delivering its first acquisition and advancing its dual strategy, whilst strengthening Stack’s profile as a leading, well-governed Bitcoin treasury company.”
Comment: One of the keys to having a successful listed company is to have thrusting, high profile management, doing thrusting, high profile things. This is even more important on the Aquis market. Fortunately, led by Kwasi, this is exactly what is going on at STAK.
Thor Explorations (THX) announced that Segun Lawson, President and CEO, will provide a live investor session via the Investor Meet Company platform on Wednesday 15 April 2026 at 2.30pm BST. The session will discuss the FY25 Results, as announced on 9 April 2026.
Comment: Given how well THX is doing, and how strong its prospects appear to be, it is almost the case that the company does not need to both presenting to investors, and can just simply get on with the job. But it is always good to hear from the very capable Segun.
Connecting Excellence Group Plc (AQSE: XCE), the international executive recruitment group with a long-term, ambitious and disciplined Bitcoin (BTC) treasury strategy, announce Scott Ellam, CEO and Angus Gladish, CFO, will provide a live presentation via Investor Meet Company on 16 April 2026 at 13:00 BST. Management will provide an update on the Group’s H1 2026 results, Bitcoin treasury progress and strategic initiatives driving XCE’S next phase of growth. The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 15 Apr 2026, 09:00 BST, or at any time during the live presentation.
Comment: Of course, Bitcoin Treasury is so 2025, and therefore the message that XCE is more than a one trick pony is all the more important to get across. So far, judging by the share price, the message just starting to get across, although BTC above $100k again would certainly do now harm.
Mkango Resources Ltd (MKA) announced that, further to its announcements on 31 March and 1 April 2026, it has successfully closed its Fundraise. £12.5 million (approximately C$23.0 million) was raised before expenses. The Company intends to utilise the net proceeds of the Fundraise to support its growth opportunities (a potential acquisition in Germany); for capital expenditure requirements at its UK and German operations (including the required feasibility studies on the expansion of both of those plants); and working capital.
Comment: Presumably the market saw the recent successful fundraise coming, or its leaked, hence the recent share price drift. But now that it is out of the way one can see a recovery, especially given the way that its specialisation in rare earth magnet recycling is such a necessity in the current economic and geopolitical environment.
Eden Research plc (EDEN), a leader in sustainable biopesticide and biocontrol technologies, announced the successful completion of its Conditional Placing, as previously announced on 2 February 2026, having now satisfied the relevant conditions set out in the Circular. Following completion, the Company has, in aggregate, raised approximately £10.8 million.
Comment: After all the negative comments the company has received over the years, admittedly mostly from only one crackpot commentator, we see it raise a very chunky £10.8m. This should not only keep the wolf from the door for quite some time, but also mean that it can ignore said crackpot commentator for a while.
Metals Exploration plc (MTL), a gold production, development and exploration company with assets in the Philippines and Nicaragua, announced that it has been granted four highly prospective exploration concessions adjacent to the La India Gold Project. The new concessions cover a combined area of approximately 64,400 hectares, granted for a term of 25 years subject to a government 3% gross royalty and annual surface rights payments scaling from US$0.25/ha in year one to US$12.00/ha from year 11 onwards.
Comment: Even before the Condor deal in 2024, and the surge in commodity prices last year, we knew that MTL was a cut above its peers in exploration and development. Today’s news not only reminds us of this fact, but provides further fuel for the company to extend its success.
Rockfire Resources plc (ROCK), the base metal, critical mineral and precious metal exploration company, provided the market with a drilling update from Rockfire’s 100%-owned Molaoi zinc deposit in Greece. Diamond drilling to upgrade the Inferred Resource to Indicated Resource status continues with drilling of hole HMO-015 going well and currently in progress. Results from several holes have recently been received from the laboratory. Rockfire announced that strong germanium grades continue to be intersected all the way through the southern zones of the resource area.
Comment: If there were awards for the most volatile / devilish price action and the most unsatisfying comms with the market, both might go to ROCK. In the meantime we have some fresh news that might just get the shares off the low end of the range.
ATOME (ATOM), the world-leading low-carbon fertiliser developer and the UK’s only dedicated international industrial scale low-carbon fertiliser company, provided an update on the funding of its US$650 million landmark, 260,000 tonnes-per-year, low-carbon fertiliser plant at Villeta, Paraguay. The negotiations with the Equity Consortium are now in the very final stages with definitive documentation being finalised by each party’s legal counsel. The longstop date referred to in the announcement of 13 March 2026 has been extended by a week to 17 April 2026.
Comment: Who knew that ATOM is “the UK’s only dedicated international industrial scale low-carbon fertiliser company”? Well, hardly anyone. But we do have a one week date extension to look forward to regarding Villeta, so may be one or two readers might consider taking a punt.
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.
