Xeros Technology Group plc (XSG), the creator of technologies that reduce the impact of clothing on the planet, announced that its XF3 manufacturing partner Donlim, has received a Purchase Order from MediaMarkt, Europe’s largest consumer electronics retailer for an initial production run of XF3 units.
The XF3 Microfibre Filtration unit will be launched under MediaMarkt’s ‘in house’ brand, Koenic, and will feature Xeros Technology as a sub brand. MediaMarkt has over a thousand stores throughout continental Europe and turnover of €23 billion. Further details of the launch plans will be announced in due course, but we can confirm that the units will be sold into major European cities and are anticipated to be available in stores in late calendar Q2 2026.
Comment: As the company has said, the sizzle in today’s news is the way that XSG has been able to announce the counterparty, one which is certainly a badge of honour, and perhaps underlines how happy the customer is with making the purchase order, and what it will have delivered.
Bloomsbury Publishing (BMY) said that Sarah J. Maas announced the publication dates of her next two novels will be within the next year. Trading Update: FY 2025/26 in line, FY 2026/27 expected to be materially ahead of expectations.
Comment: Despite an illustrious track record, it is strange that the market continues to treat BMY with caution# unless it literally has books flying off the shelves with a famous bestseller. This rather explains the way that the shares have so far today delivered a sharp turnaround.
Silverbullet (SBDS), a provider of AI driven digital transformation services and products, announced a trading update for the year ended 31 December 2025, together with an update on the positive trading post the year end. The Company expects to report revenue for the year ended 31 December 2025 broadly in line with that achieved in 2024. In particular, Q4 2025 was impacted by well documented macroeconomic headwinds, including the US government shutdown restricting government client transactions, which combined with ongoing US tariff challenges, impacted growth.
Comment: Shares of SBDS lived up to their name in 2023 to early 2024, but there has been a painful hangover since then. Indeed, the hangover does seem rather overblown, even though the company does not necessarily help itself by citing macro issues as the reasons for its woes.
London BTC Company (BTC), the London Stock Exchange Main Market-listed Bitcoin mining and treasury company with mining operations across North America, updated shareholders on the recent geological site visit to the Chance Gold Mine in Western Australia. The Company recently announced that it had entered a call option to acquire the Chance Gold mine as part of the Company’s strategy to hedge against Bitcoin volatility.
Comment: There is a certain sense of irony that Bitcoin Treasury in June 2025 was seen as being the new rock and roll in terms of a store of value. Had the BTC brigade bought gold and shorted the digital currency their subsequent journeys would have been rather smoother, especially for shareholders. But who would have thought of that?
Inspiration Healthcare Group plc (IHC), the global medical technology company pioneering best-in-class, specialist neonatal intensive care medical devices, announced that it has been re-appointed by the NHS supply chain as an approved supplier for its respiratory care units for newborns under a new four-year framework agreement covering England and Wales. In addition, the Company has been ranked as the number one neonatal ventilator supplier* for the 2025/26 period under the NHS framework in England and Wales.
Comment: We have been treated to a purple patch as far as the recent newsflow at IHC, something which should certainly consolidate the already 74% rise for the shares so far this year. Getting on the NHS gravy train is a difficult breakthrough to beat.
Strategic Minerals plc (SML), an international mineral exploration and production company, announced that its wholly owned subsidiary, Cornwall Resources Limited, has received assay results from drillhole CRD039, including ultra-high-grade intersections and long intersections of high-grade mineralisation from the Redmoor Tungsten-Tin-Copper Project in southeast Cornwall. Results from CRD039 include ultra-high-grade tungsten at 18.96% WO3. Tungsten equivalent grade of 22.09% WO3.Eq over 0.6 m within the high-priority section of the previously untested Exploration Target. This is the highest-grade WO3.Eq single sample interval ever drilled at Redmoor.
Comment: The news just gets better and better at SML, with perhaps the only question here being how the company managed to magic finding high grades now, rather than say a year to two ago when no one really cared about Tungsten. But of course this is one of the key aspects of winning on the stock market: timing.
Quantum Helium Limited (QHE) announced that the U.S. Bureau of Indian Affairs (“BIA”) has formally approved the assignment of the Sagebrush lease to Quantum, where the Company holds a 90% working interest. This approval represents a major regulatory milestone for the Company and clears the way for key next steps being the appointment of Quantum as operator and the subsequent planned extended production test of the Sagebrush-1 well, which Quantum intends to commence as soon as possible.
Comment: With helium already being in short supply, and now in high demand given geopolitics and commodity security needs, this is the ideal time for QHE to be expanding its footprint / going for a landgrab. One notes the modest £12m market ca as compared to its peers.
Zenith Energy Ltd. (ZEN), the international energy production and development company, announced the acquisition of an additional photovoltaic development project in the Puglia region of Italy. The Acquisition represents a strategic advancement toward the Company’s objective of achieving a solar energy development portfolio capacity exceeding 200 MWp by the close of 2026.
Comment: While the market waits for what could still be a $600m arbitration win against the government of Tunisia, which is not in the current price, we have progress continuing to be announced in terms of ZEN’s day job, in energy development. Nevertheless, it is the case that at 4p the company is option money on a legal victory.
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.
