Tooru (TOO), a company focused on the health and wellness sector, announced that Juvela, the Company’s leading gluten-free producer, has launched a new brand and range, supported by a state-of-the-art new allergen-free bakery, to expand its sales in the Free-From category.
The new brand, “OAF”, is designed to attract a broader healthy foodie shopper in the Free-From aisle. OAF will operate as the Company’s strategic retail-facing range, whilst the Juvela brand will continue to occupy its position as a leading coeliac prescription-led offer. OAF has gone live in Tesco stores this week.
Comment: It is clear that so soon after the recent RGO RTO, Tooru is keen to hit the ground running, and with this latest Tesco move catches the eye as the novel, scalable set of businesses it has promised to be.
Valereum (AQSE:VLRM) announced that it has entered into a MoU with Fideum Group. The purpose of this MoU is to establish a mutual basis for collaborating in good faith to expand compliant SaaS solutions to digital asset companies within Latin America, Europe, and Turkey.
Comment: It can be seen that despite the company’s recent retrenchment, and in the wake of the fundraise last month, VLRM is still clearly keen on pressing ahead in terms of pushing to thrive in the digital economy.
Vault Ventures announced that following the change of name to Vault Ventures PLC as announced on 14 May 2025, the Company’s ticker symbol, under which its shares are currently traded on the AQSE Growth Market namely, “MEME”, will be changed to “VULT”. Strategic Arrangement with CreatdStudio. Vault also announced a strategic arrangement with CreatdStudio, the incubator arm of cocreatd, a venture studio in the marketing and creative industries. VULT said “At this stage our sector focus will be in the following sectors: Blockchain & Web3 Infrastructure, Agentic AI Systems, Augmented Reality Experiences – the bridge between digital and physical worlds.
Comment: Another Brian Stockbridge vehicle, another winner? What is interesting here in the wake of the Defence Holdings success (ALRT), is another company whose modus operandi is to be right on the zeitgeist. This is certainly one of the ways that the London market can revive itself, by capturing the imagination of investors.
All Things Considered Group (AQSE: ATC), the independent music company housing talent management, live booking, merchandising, talent services and events, to announced audited final results for the year ended 31 December 2024. Adjusted operating EBITDA swung to profit, at £1.626m versus a loss of £386,000 the previous year. ATC said “We are delighted to report on a very strong year for ATC, both in terms of trading performance and strategic progress in line with the Group’s vision of building a full-service music business. Following continued organic expansion and execution against the Group’s M&A roadmap, the Group achieved significant growth, more than doubling revenue.”
Comment: Although ATC is so under the radar, one presumes that only close relatives of the board (and myself) are familiar with it, nevertheless the company is to be congratulated on the doubling of revenue.
The Smarter Web Company (AQUIS: SWC), a London listed technology company, announces the purchase of additional Bitcoin as part of “The 10 Year Plan” which includes an ongoing treasury policy of acquiring Bitcoin. Details are as follows: Number of Bitcoin Purchased: 39.52 Bitcoin.
Comment: It must be very upsetting for people who either like other people not to make money, want others to lose money, want the stock market in London to fail, do not understand the Bitcoin Treasury Strategy phenomenon, or who are just failed shorters, to see SWC maintain its recent massive, multi-bagger gains.
Jubilee (JLP), a diversified metals producer with operations in South Africa and Zambia, announced the receipt of a conditional binding offer from a private mining and metals trading company to acquire the Group’s chrome and PGM operations in South Africa for a consideration of up to US$90 million (Binding Offer). The Binding Offer is subject to a number of customary conditions including entering into final agreements (Definitive Agreements) and obtaining shareholder approval for any agreed transaction.
Comment: Given that the market has persistently not given credit to the company in terms of its chrome and PGM operations, or indeed, much of the hard work that it has delivered in recent years, the disposal today is a logical one, and may finally move the dial as far as the share price.
Helix Exploration (HEX), the helium exploration and development company with near-term production assets within the ‘Montana Helium Fairway’, is pleased to announce an issue of equity raising gross proceeds of £4.5 million and an update on the results of flow testing at Weil #1 well and its wider drilling programme. Placing and subscription at a price of 16 pence per share, raising gross proceeds of £4.5 million. Well #1 sustained flow rates at 2,300 thousand cubic feet per day (Mcf/d) of raw gas at 32/64″ at Well #1.
Comment: HEX has consistently spoken about being funded to production. In the wake of today’s news, it is even more funded to production, off the back of a strong drilling phase.
Great Southern Copper (GSCU), the company focused on copper-gold exploration in Chile, is pleased to announce that it has commenced pole-dipole induced polarisation (PDIP) and audio frequency magneto-telluric (AMT) geophysics surveys on the Cerro Negro prospect at the Company’s Especularita Project in Chile.
Comment: GSCU has already made a name for itself, and a strong share price off the back of being the company that persistently delivers high grades, one would expect this run of form to continue.
CMC Markets (CMCX) announced its Results for the year ended 31 March 2025. Underlying EBITDA of £103.4 million, up 12%, PBT of £84.5 million and advancing Web 3.0 strategy with launch of third vertical. Decentralised Finance (DeFi) and Web 3.0 capabilities, designed to position CMC at the forefront of the next generation of financial services.
Comment: Given the financial markets volatility this spring, making money for the likes of CMCX should be like falling off a log. But remember, “70% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets, CFDs, OTC options or any of our other products work and whether you can afford to take the high risk of losing your money.” Long live the Nanny State.
Nativo Resources (NTVO), which has interests in gold mines in Peru, announced its results for the year ended 31 December 2024.
Comment: NTVO revealed as many as 9 highlights in today’s RNS which people can delight in, so the £1.472m raised was certainly not done so in vain.
Bluebird Mining Ventures (BMV), a pan Asian gold project development company, is pleased to announce a strategic update regarding the monetisation of the Company’s flagship Philippine project and an innovative new strategy. The Company announced on the 6 May 2025 the renewal of the permit of the Company’s Philippine project and further, on 15 May 2025, regarding the potential realisation of value from this project. 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 has been something of a rollercoaster for its shareholders in the recent past, largely without the up bits. However, it would appear that from today’s update the bears may be proved wrong, which is fitting as they have been rather harsh on the company all along.
Sundae Bar (SBAR), a company creating a marketplace for AI Agents, announced the launch of its live beta AI agent marketplace platform at sundaebar.ai and first agents: Lucy HR Agent, AROK and Marketing Mark. The development of the platform is progressing well with live beta platform being released immediately following the Company’s successful admission to AIM on 3 June.
Comment: It was wonderful to see all the City’s most A List service providers gushing over this new and much needed stock market entrant, operating in the hottest of hot spaces. Surprisingly, I was not invited to witness the ringing of the bell at the London Stock Exchange.
East Star Resources (EST), which is exploring for copper and gold in Kazakhstan, provides the following updates. The Company expects to mobilise the drill rig in the East Region of Kazakhstan within the next week to commence a drilling programme focusing on several volcanogenic massive sulfide (“VMS”) targets which the Company considers are prospective for high-grade base and precious metals including copper, zinc, lead, gold and silver. In order to provide cost-effective optionality to immediately expand the current drilling programme at Rulikha, Talovskoye and Verkhuba, subject to drill results from each target, the Company has received investor demand and is proposing to raise £250,000 at a price of 1.3 pence.
Comment: Given how busy EST has been and currently is in its exploration activities, it is only right and proper that it moves to raise a small amount of cash to keep the momentum going.
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.
