GenIP (GNIP), the AI-powered innovation intelligence and technology commercialisation company, reported continued momentum across corporate and academic markets, building on the operational progress detailed in its January Corporate Update and reflecting a broadening interest in the newer portfolio-based products Invention Prioritizer and Invention Validator. GNIP said “”This update reflects a clear evolution in how organisations are engaging with GenIP. Repeat customers are expanding their use of our products, while new corporate clients are adopting higher-value, portfolio-level solutions as part of their ongoing decision-making processes. With global R&D spending now approaching USD 3 trillion per year, yet fewer than 20% of innovations ultimately reaching the market, research organisations are under increasing pressure to make faster, more disciplined portfolio decisions.”
Comment: Apart from exposure to the $3tn R&D spend, the opportunity that still needs to be sung from the rooftops is how much the company stands to eat the lunch of the management consultancy businesses, and of course how much it can save corporates engaged in investment / M&A. Once the market cottons onto the potential of GNIP eating into the already AI ravaged Big Four consultancy groups, we should see a market cap further north that the current £2m.
Orosur Mining Inc. (OMI), announced the completion of a maiden Mineral Resource estimate (“MRE”) for the Pepas deposit, at the Company’s Anzá Project in Colombia. The Anzá Project comprises a number of granted exploration titles and applications totalling roughly 330km2 within the Mid-Cauca gold belt, west of the city of Medellin, Antioquia state, Colombia. Orosur owns 100% of these titles and applications through two Colombian wholly owned subsidiary companies, Minera Anzá, and Minera Monte Aguila.
Comment: Despite having rather influential backers / investors on X, we have seen a case of it being better to travel than arrive as far as the OMI share price so far this morning. Presumably this is merely a dip to buy into. Above the 50 day moving average at 27p one would still be shooting for 50p over the next 1-2 months, and possibly by the end of March.
Wishbone Gold (WSBN) updated to shareholders on the Company’s expanded tenement area that surrounds Greatland Gold Plc’s (AIM and ASX: GGP) Telfer gold mine, and which is to the east of the Nifty Copper Mine owned by Cyprium Metals Ltd (ASX: CYM) in Western Australia. Wishbone has won a contested ballot for 67km2 of mineral title on crown land, 25km north-west of Telfer, which was applied for by multiple parties including ASX listed Antipa Minerals Ltd (ASX: AZY). The Exploration License application E45/7169 will now move towards grant with the tenement to be added to an existing access agreement with Greatland Gold, and an existing Heritage Agreement.
Comment: It does not hurt to namedrop a company hundreds / thousands of times your market cap, and it also does not do any harm singing the praises of winning a contested ballot. Indeed, in the current environment winning a ballot is akin to winning the lottery.
Europa Oil & Gas (Holdings) plc, (EOG) the AIM quoted West Africa, UK and Ireland focused oil and gas exploration, development and production company, is pleased to announce that it has conditionally raised gross proceeds of approximately £3.5m, at an issue price of 1.2 pence per share. The proceeds will extend the Company’s cash runway to ensure that the Barracuda prospect is drilled and provide additional financial resources for the Company’s ongoing working capital needs.
Comment: Shares of EOG tripled between the summer and the turn of the year. Therefore, it was and is quite understandable that the company has chosen to replenish its cash supplies. Presumably, the shares will find a base around or just below present levels.
MedPal AI plc (MPAL), the AI-powered digital health and pharmacy services provider, updated on its UK vertically integrated platform. After seizing the opportunity to establish the MedPal Limited pharmacy operations in October 2025, the Company’s strategy has evolved from being centred on the MedPal app to integrating it with an AI driven triage system and prescribing service. The Company’s business model uniquely links AI-assisted digital health to regulated pharmacy and clinical services, generating revenue at every patient interaction. This creates strong unit economics that improve with scale.
Comment: Full marks to MPAL for serving up regular newsflow. One might take the view that while the share price is yet to respond fully, the drip-drip of fundamentals will eventually start to make a positive impact.
Sunda Energy Plc (SNDA), the AIM-quoted exploration and appraisal company focused on gas assets in Southeast Asia, is pleased to announce that it has entered into an unsecured loan agreement with Dr Andy Butler, CEO of the Company, for up to £1.5 million with an initial draw down of £400,000 being used to fund the transaction costs associated with a proposed acquisition and to provide additional working capital for Sunda’s business activities. The Company also provides an operational update on its activities in Timor-Leste and the Philippines. Sunda is actively pursuing opportunities to strengthen and diversify its upstream portfolio, with the goal of taking the Company to a more robust position from which it can deliver on the potential of its existing assets and provide additional growth options for investors.
Comment: One might have thought that anyone with £1.5m burning a hole in their pocket might just decide to retire and put their feet up. Instead, they have presumably decided that the prospects for SNDA are so bright that they should offer up an unsecured loan to this amount. The CEO is certainly leading from the front.
capAI plc (CPAI) provided a strategic update on the continued development of its portfolio across preventative health, media platforms and the development and commercialisation of associated content, supported by AI-enabled commercial execution tools, and to announce a conditional fundraise of £252,500 via its broker AlbR Capital to support the advancement of these initiatives. Proceeds to support platform development, early-stage commercialisation, and partnership structuring across capMedical and capMedia. Group continues to operate capital-light model with no obligation to complete platform acquisitions, maintaining strategic flexibility.
Comment: £252k is all very well. However, given all the things that CPAI seems keen on doing one wonders whether it will be enough to do the job, capital-light model, or no capital-light model.
Talisman (OVB) announced it has appointed Fabien Linares as Head Geologist. Mr. Linares is a professional geologist with 20 years of experience and is a member of the AusIMM with a Master’s Degree in management of Geo Resources from ENSEGID – Bordeaux INP. His most recent work was with SRK Consulting UK where he managed a 30-drill-rig exploration program for resource generation in Saudi Arabia. His career includes previous roles at CSA Global, Endeavour Mining Corporation and Fortescue Metals Group. Mr. Linares has extensive experience working throughout Africa managing exploration and resource development programs.
Comment: With its very modest ex-Ashanti boss, it would appear that the company is keen to prove to the market that the show is on the road, and that it will be able to extract as much or more from its portfolio than the market is expecting.
East Star Resources Plc (EST), the Kazakhstan-focused gold and base metals explorer, announced it has obtained all relevant authorities required to issue, allot and admit the conversion of the £1.7 million unsecured convertible loan notes (“CLN”) issued to Endeavour Mining PLC (LSE: EDV/TSX: EDV) (“Endeavour”), one of the world’s leading gold producers and a constituent of the FTSE 100 Index, as announced on 1 December 2025. EST said “We are pleased to have secured the full CLN conversion from Endeavour, resulting in Endeavour becoming a substantial shareholder in East Star. This strategic investment builds on our US$25 million joint venture agreement with Endeavour for gold exploration and provides capital to simultaneously advance base and precious metals exploration across Kazakhstan’s highly prospective East Region.”
Comment: Shares of EST may be towards year highs and a £18m market cap. However, this pales into insignificance as far as the potential of what it is sitting on and what it can do with EDV.
ECR Minerals plc (ECR), the gold exploration and development company focused on Australia, is pleased to announce the results of an internal site analysis of its 100% owned Raglan alluvial gold project in central Queensland. The analysis defines an initial Phase 1 mine plan focused on a clearly delineated section of the historic river system and the Board considers that it illustrates the potential for attractive near-term economics, while highlighting significant scope to expand mining activities in future phases.
Comment: ECR continues to be more hyped up than Bad Bunny at the Super Bowl, something which may explain why the shares are giving off a better to travel than arrive vibe in early trading today.
Tekcapital Plc (TEK) the UK intellectual property investment group focused on creating valuable products that can improve people’s lives, announced that it has conditionally raised $2.05 million (£1.5 million) at a price of 8 pence per share. The placing proceeds will strengthen the Company’s balance sheet and support the continued execution of its investment strategy across both existing and new portfolio companies, with a particular emphasis on opportunities in generative artificial intelligence.
Comment: Just when one thinks that TEK may finally be on its way above 10p, the company manages to deliver a fundraise, so we will probably have to wait a couple of months for the dust to settle.
Phoenix Copper Limited (PXC), the AIM quoted, 100% USA focused base and precious metals emerging producer and exploration company announces the following statement from Ryan McDermott, the Company’s Chief Executive Officer: Ryan McDermott, Phoenix’s CEO, said: ‘I recognise that our announcement of 9 February 2026 has created uncertainty for shareholders. I understand your concerns following recent developments and would like to assure shareholders that the Board and management team, with input from our professional advisors, are taking all the necessary steps to progress the investigations we referred to yesterday as thoroughly and efficiently as possible.
Comment: Given the bolt from the blue delivered yesterday regarding the company, it might have been better to let the dust settle for a few days, rather than remind everyone of yesterday’s very challenging RNS.
Goldplat Plc, (GDP) the AIM listed Mining Services Group, with international gold recovery operations located in South Africa and Ghana, servicing the African and South American Mining Industry, announced an operational update for the 2nd quarter ended 31 December 2025 (“Q2”), of the current financial year. The two recovery operations achieved a strong combined operating profit for the quarter of £2,696,000 (FY Q2 2025 – £1,169,000) and for half year was £4,791,000 (FY H1 2025 – £2,498,000) (excluding listing and head office costs, finance cost and foreign exchange gains/losses). The finance cost and foreign exchange losses incurred in Q2 mainly related to trading activities and resulted in a combined profit before tax excluding listing and head office costs for Q2 of £2,314,000 (FY Q2 2025 – £834,000).
Comment: Given that in the present environment even Coco the Clown could achieve a result in the mining sector, it may be that GDP’s result is not a surprise. But it is impressive nonetheless.
Switch Metals (AIM: SWT), the critical metals company focused on tantalum and lithium in the Côte d’Ivoire, announced the identification of additional tantalum-rich alluvial targets at its Issia project, following the completion of its targeted alluvial work programme. The Issia Project forms part of Switch Metals’ 1,015 km² district-scale land package in central Côte d’Ivoire, covering a highly prospective pegmatite corridor with demonstrated tantalum and lithium mineralisation. The newly identified alluvial targets sit within the Company’s 112 km2 Badinikro licence, the initial focus of the Company’s exploration programme, adding further near-surface upside in addition to the eluvial and colluvial targets currently being advanced toward a maiden Mineral Resource Estimate (“MRE”).
Comment: Given that SWT is one of the few explorers / developers whose shares have not already hit the roof, it may be worth looking at on a “next train to leave the platform” basis.
Hemogenyx Pharmaceuticals plc (HEMO) announced that it has raised £2,500,000 from a consortium of private investors through a direct subscription for 313,333 new ordinary shares in the Company at a price of £7.50 per share. The new investors will also receive a three year warrant to subscribe on a one-for-one basis for ordinary shares in the Company at £9 per share. Some of these investors taken part in earlier share subscriptions in recent months and we are grateful for their continuing support. The net proceeds of this fundraise will be dedicated primarily to the continuation of the Phase I clinical trials for the Company’s Chimeric Antigen Receptor T-cell therapy (“HG-CT-1”), aimed at treating relapsed/refractory acute myeloid leukemia (“R/R AML”) both in adults and also now in children.
Comment: Now we know why everyone was so quite against the rising share price of HEMO in recent days. It would have been great if someone had told me too regarding the all too predictable fundraise…
S&U (SUS), the specialist motor and property financier, today issues its trading update for the period from its statement of 11th December 2025 to its year end on 5th February 2026. S&U’s full year results will be announced on 21st April 2026. The upsurge in S&U’s fortunes predicted in December has continued strongly. We confidently expect this to be reflected in our forthcoming results. All this despite a British economy showing few signs of buoyancy under a shaky and vacillating government. Ironically, this appears to have stimulated international investor interest attracted by substantial recent reductions in private commercial and personal debt. It is heartening to see our assertion in the last trading statement that “investors are increasingly aware of the value inherent in family-controlled SME businesses with rewarding dividend policies” being vindicated. Our share price has increased by 20% since then.
Comment: Zaks Traders Café seems to be the only platform that gives SUS any airtime at all, in the form of interviews and commentary. Therefore it is all the more pleasing that the company appears to be on the front foot, not only fundamentally, but as far as its share price is concerned.
AFC Energy (AFC), a leading provider of ammonia-based low carbon hydrogen production and hydrogen-to-power solutions at a commercially viable price point, announced the signing of a Joint Development Agreement with Komatsu Ltd. and Industrial Power Alliance Ltd, a Komatsu affiliate. Under the JDA, the Company and Komatsu will work together to design and integrate AFC Energy’s proprietary ammonia cracking technology with a Komatsu industrial internal combustion diesel engine to assess the feasibility of a new ammonia fuelled engine platform capable of scaled production. This would potentially provide Komatsu customers with an alternative, sustainable solution for their fleets of construction and mining plant equipment.
Comment: Rather interestingly, since the summer we have seen a “bowl” shaped pattern develop on the AFC daily chart. Perhaps the company getting into bed with significant parties such as Komatsu is the re-rate inducing event that will finally be transformational?
Rome Resources plc (RMR), the DRC-focused tin and copper explorer, will host an interactive investor call on the Company’s website on Thursday, 19th February 2026 at 12pm GMT. The call will be open to both existing and prospective investors and will include an update on recently announced drilling progress at the Company’s Bisie North project, including deeper drilling at Kalayi and planned work at Mont Agoma. Interested parties are encouraged to sign up and submit their questions in advance at the link below: https://romeresources.com/webinars/MP7dNy-investor-call.
Comment: After serving up more interviews than Michael Parkinson of late, RMR mixes it up with an investor call, just in case you do not know where the company is at in terms of Bisie North. The share price remains below the all important 0.3p zone. Perhaps the investor call will move the dial?
