Valereum Plc (AQSE: VLRM), a company aiming to be the global market leader in the rapidly developing tokenised digital markets sector, announced that it has signed a Memorandum of Understanding with RWA.io, a leading infrastructure provider for real-world asset (RWA) tokenisation, as well as tokenisation technology partner, Defactor.
The collaboration establishes a framework to explore a shared approach to compliant tokenised asset issuance, marketplace visibility and distribution across both institutional and decentralised channels. As part of this relationship, VLRM Markets will be integrated into the RWA.io ecosystem as a recognised venue for compliant tokenised asset listings.
Comment: A decent announcement today from VLRM. But apart from the word ecosystem, one wonders how many readers actually understand the minutiae of what is going on at VLRM, and would probably like to see a real world explanation of where the company is and what this means going forward.
Oscillate PLC (AQUIS: SRVL), operating under the brand name Serval Resources, is pleased to announce that it has entered into a sale and purchase agreement with KCL Investments Limited to acquire, subject to certain conditions being satisfied, all of the issued shares in Kalahari Copper Limited which includes the licences held by Kalahari Copper’s subsidiaries in Namibia and Botswana. The Directors consider that completion of the Acquisition Agreement will establish the Company with a significant exploration position in two emerging copper belts in Africa, the Kaoko Basin and the Kalahari Copper Belt (“KCB”), that the Directors believe have been underexplored historically in contrast to their prospectivity.
Comment: The main thing here is to sort out the name, is it Oscillate or Serval? Is it Ziggy Stardust or Aladin Sane. One a more serious point, the company is a promising prospect amongst the London listed explorer developers. Apart from the name, SRVL should do something to make sure that investors know the company and what it is doing in the KCB, and beyond. It has been rather quiet so far, apart from a few holders on X, and here of course.
Altona (REE), a resource exploration and development company focused on critical raw materials in Africa, announced that the United States Government, through the United States Trade and Development Agency has confirmed its intention to support the Monte Muambe Rare Earths project in Mozambique. The confirmation was provided by Mr. Thomas Hardy, USTDA’s Deputy Director and Chief Operating Officer on 8 February 2026 during his address at the High-Level Engagement on U.S. Support for Critical Mining Projects in Sub-Saharan Africa meeting in Cape Town.
Comment: Interest from the US government is both incredible validation and a potential kerching moment, not only in terms of the share price which is already flying today, but also the prospect of non-dilutive funding.
Chill Brands Group Plc (CHLL), the consumer packaged-goods distribution company, provided an update on its current trading. The Company’s Chill Connect platform has demonstrated exceptional commercial momentum since 30 September 2025. Between October 2025 and January 2026, product sales revenue (excluding retainer and service fees) achieved an average month-on-month growth rate in excess of 55%. In addition to product sales, the Company generates service fee revenues from clients who engage Chill Connect for brand representation and market access services. Combined product sales and monthly service fee revenues have grown materially, with over £150,000 of combined revenue generated in January 2026.
Comment: If nothing else at CHLL one has to admire the tenacity and determination of the company. While the numbers here are certainly not enough to pay for annual stock market listing costs, there is clearly more to the business than most are aware of, and scope for further growth.
Jangada Mines Plc (JAN), a Brazil focused natural resource development company, is announced that it has signed a letter of intent with BGold Mineração Ltda, pursuant to which Jangada has been granted the right to earn an exclusive option to acquire 100% of the high grade Molly Gold Project located in the Tapajós region of Pará State, Brazil. Entering into the LOI is part of the Company’s strategy of establishing Jangada as a leading developer of high-quality gold assets across Brazil through the targeting of advanced, data-rich gold mining projects offering scalability and near-term revaluation potential.
Comment: The hope here, and the view is that JAN will be the next train to leave the station as far as the explorer / developers are concerned. This is seen off the back of the latest news and the positive technical consolidation of the shares currently. Best case is up to 3p over the next couple of months while above recent 1.4p support.
Cloudbreak Discovery Plc (CDL), a London Stock Exchange Main Market listed company, is pleased to announce that it is proceeding with the acquisition of 90% of the Paterson Gold-Copper-Molybdenum Project, that covers 888km2 in the Paterson Province of Western Australia, located only 40km southwest of the Telfer Gold-Copper Mine operated by Greatland Gold. CDL said “I am excited and delighted we have been able to proceed with this fantastic opportunity to acquire this asset, in a jurisdiction with significant activity and recent proven success by Wishbone Gold Plc. Located only 40km southwest of the Telfer Gold-Copper Mine operated by Greatland Gold Plc.”
Comment: The message from this RNS is that if you are going to namedrop, namedrop the best. It does not get much better than Greatland Gold, although perhaps given the recent rally in Wishbone, it has done even better given that it is much earlier in its cycle than its multi-billion dollar peer. I see what CDL did there.
The Smarter Web Company (SWC) announced that 1,414,047 Ordinary Shares have been placed in accordance with the terms of the Subscription Agreement announced on 24 December 2025. The gross proceeds from the placing of the Subscription Shares will be £542,897 (before expenses), equivalent to approximately £0.38 per share, and the Company will receive approximately 98.25% of the proceeds as settlement.
Comment: SWC seems to be attempting to prove Einstein’s definition of madness works. That said, if last week at $60,000 was Bitcoin’s final low before heading to $1m next year, all the doubters will of course have rather a lot of egg on their face…
Shield Therapeutics plc (STX), a commercial-stage pharmaceutical company specialising in iron deficiency, announced that the US Food and Drug Administration (FDA) has granted to Shield an additional 3 years of Data Exclusivity for ACCRUFeR® (ferric maltol). This is due to the new clinical investigation conducted by Shield that was essential to the approval of the extension of the indication to include pediatric patients 10 years of age and older. This exclusivity remains in place until 19 December 2028 in addition to the ACCRUFeR®/FeRACCRU® patent coverage valid until the mid-2030s. The indication expansion was supported by positive results from the Phase 3 pediatric clinical trial (FORTIS/ST10-01-305) that confirmed the efficacy, safety, and tolerability of the new oral liquid pediatric formulation in children aged 1 month and above with iron deficiency, presenting as iron deficiency anemia (IDA).
Comment: All that a baby biotech really needs to be successful is the odd mention of the FDA in an RNS, and this is what we have with STX. One wonders what the market is waiting for in terms of getting that market cap going.
Fulcrum Metals plc (FMET), a company pioneering the application of innovative cyanide-free technologies to recover precious and critical metals from mine waste, provided an update on Phase 3 optimisation trials undertaken by Extrakt Process Solutions, LLC. and Testing Design Implement Solutions LLC at its 100% owned Teck Hughes tailings project in Kirkland Lake, Ontario. Extrakt technology is now delivering 78% gold recovery, a 31% increase over Phase 1, with multiple co-products recovered from a single stage in situ process.
Comment: It would appear that with Extrakt, recent TR1s, a brilliant interview with yours truly, and the overall boom in explorer / developers, FMET is indeed on its way. Well done to Ryan and the team for their resilience over the past couple of years.
Pathos Communications (NEWS), the multiple award-winning technology-enabled, human-led PR company, announced that it has entered into a strategic partnership with Flippa.com Pty LTD, the world’s largest marketplace for buying and selling online businesses. NEWS said “Flippa’s mission is ‘M&A for the 99%’; Pathos’ mission is ‘PR for the 99%’ so it is a natural fit. Our motivation is to share the very best service providers with our 1.6 million users, and ensure they are better placed to buy, sell or grow and we believe Pathos can help. Our relationship with the Pathos management team goes back almost two years and we have been impressed with what we have seen so far. We can’t wait for our customers to benefit.”
Comment: Given that I am personally involved in human-led PR, it is interesting that reading NEWS’s RNS I am totally baffled as to what they are on about. I must be one of the 1%. The share price may continue to slip until NEWS starts dialling down the hype.
Aterian plc (ATN), the Africa-focused critical metals exploration and development company, announced that it has agreed Heads of Terms for a transformational strategic commercial and funding partnership relating to the sale, marketing, and funding of its Rwandan-origin tantalum concentrates. The arrangement will apply to 100% of the Company’s saleable tantalum concentrate production consolidated through its subsidiary, Eastinco Ltd, in the Republic of Rwanda, and is expected to commence from February 2026, subject to the execution of definitive agreements and customary approvals. This partnership represents the most significant commercial agreement in Aterian’s history and marks a decisive step change in the Group’s trading capability, liquidity profile, and ability to scale operations.
Comment: This may be sticking one’s neck out, but it may be that we are in such a bull market for explorer / developers that even shares of ATN could be ready for a revival. Plus tantalum is probably rather high on the list of elements that the Chinese would prefer the West not to have as part of its industrial warfare. Recent resistance at 30p is the main barrier to break.
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.
