BBC: Spurs ‘not for sale’ as owner rejects buyout interest
Comment: One’s first reaction is that anyone thinking of paying money for Tottenham probably needs their head examined. Indeed, that is probably where one would leave it.
The Telegraph: London exodus is over as bosses call staff back into the office. Homebuyers stick to the capital, sending house sales in relocation hotspots crashing by half.
Comment: Given the costs / tax, there is no point living or working in stabbing, phone snatching, sexual assault, tube strike zone that is London. Indeed, working remotely, ideally mortgage free, is perhaps the only way of being ahead of the game. While employers such as Amazon and JP Morgan may be mandating a 5 day week, wage slaves everywhere should tell them where to get off.
Oriole Resources (ORR), the AIM-quoted gold exploration company focused on West and Central Africa, is pleased to announce that, after a recent site visit by its research analyst, Greenwood Capital Partners has published an initiation research report on the Company, commissioned by Oriole. The Report, entitled Time for Oriole to chirp a bit louder, is available to view on the Company’s website at https://orioleresources.com/investors/analyst-coverage/
Comment: With a burgeoning client list it could very well be the case that Greenwood becomes the new Edison. That said, one wonders how the two companies got together, and what the pitch was?
First Development Resources (FDR), a UK based, Australian focused exploration company with mineral interests in Western Australia and Australia’s Northern Territory, announced that the Phase I Diamond Drilling Programme at the Company’s Wallal Project is underway. The drilling programme has been designed to test the Eastern magnetic bullseye anomaly identified at FDR’s Wallal Project in the Paterson Province of Western Australia.
Comment: Just in case we did not already know it, FDR has hit the ground running – literally, and there will not be long to wait under we find out what’s what at Wallal.
Amazing AI plc (AQSE: AAI) AAI, a global fintech group specialising in online consumer loans and AI finance-related services, announces the completion of onboarding and the appointment of BitGo Trust Company, Inc., a leading global bitcoin treasury custodian, with the opening of AAI’s bitcoin cold wallet custodian account. The formal legal advice in relation to AAI accumulating long-term bitcoin exposure is in the process of being finalised and the Company anticipates that it will be able to commence purchases in mid-September 2025.
Comment: A very good theory, so good that it has not really taken off yet, was that investors should have rotated out of the larger cap treasury strategy companies, and into the newer smaller ones. Now that the initial bubble has deflated somewhat, this could be an idea that puts companies like AAI into the limelight.
Gfinity (GFIN) announced that its subsidiary Yentra.AI Ltd has entered into non-binding heads of terms with The Training Room Online (Pty) Ltd, marking the beginning of a strategic partnership aimed at reshaping the future of corporate training and education through Yentra’s EVOLVE platform. GFIN said “This partnership blends Yentra’s commercial technology expertise with TTRO’s training, academic and educational depth. Beyond initial deployment, the collaboration envisions long-term implementation and development of real-world AI applications for business, creating a blueprint for scalable, ethical, and impactful AI solutions.”
Comment: It can be seen that GFIN is keen to push on into a new direction, something that clearly means we have a RNS with all the buzzwords and phrases, including a personal favourite, “real world AI applications.”
Defence Holdings (ALRT), the UK’s first listed software-led defence company, is pleased to announce the appointment of Field Marshal Lord (Nick) Houghton of Richmond, GCB, CBE, DL as Non-Executive Chairman of the Board, effective 1st October 2025.
Comment: Certainly, there are serious jobs for serious boys at ALRT. No doubt Field Marshall Montgomery of Alamein would have loved to be a contender for Non-Executive Chairmain of Defence Holdings. With the headed notepaper now complete in terms of the great and the good, we now await a tsunami of hush-hush defence contracts to pour in.
Solid State (SOLI), the specialist value added component supplier and design-in manufacturer of computing, power, and communications products, announces that Custom Power, its customised battery and power systems division, has joined forces with Volklec, the UK’s only independent battery manufacturer, to deliver a sovereign, end-to-end energy solution for the UK defence sector. SOLI said “The partnership creates a sovereign solution for defence providers – from cell development through to battery pack design, manufacture and through life support.”
Comment: It would appear that Defence Holdings is not the only company getting on the defence spending gravy train / bandwagon. We also have the kind of lingo in the RNS that the SAS would be proud of.
Pantheon Resources (PANR), the oil and gas company developing the Kodiak and Ahpun oil fields near pipeline and transportation infrastructure on Alaska’s North Slope, today announced the successful drilling of the Dubhe-1 appraisal well lateral. The lateral was successfully landed in the topset horizon (SMD-B), the primary target confirmed in the Dubhe-1 pilot hole.
Comment: After a recent run of painful RNS updates, this one with a win is akin to a double dose of manna from heaven. That the shares are only up 10% in initial dealings appears stingy to say the least, on the basis of a sigh of relief alone.
The Smarter Web Company (AQUIS: SWC), a London listed technology company, announces that 2,043,000 Ordinary Shares have been placed in accordance with the terms of the Subscription Agreement announced on 19 June 2025. The gross proceeds from the placing of the Subscription Shares will be £2,612,340 (before expenses), equivalent to approximately £1.28 per share, and the Company will receive approximately 97% of the proceeds as settlement early this week.
Comment: Shares of SWC fell some 80% from their early summer peaks at worse recently. However, it would appear that the company is quite determined to continue with the winning (for it) strategy of “raise, baby, raise.” That said, above 120p we could have a trend changing rebound in place.
Vault Ventures (AQSE: VULT), the UK-publicly traded technology group, announce the forthcoming launch of vSignal.ai, the first product developed by its in-house technology arm, System7. The forthcoming launch will mark an important milestone in the Company’s strategy to develop and commercialise proprietary technologies across AI, fintech, and blockchain. vSignal.ai is an AI-powered analytics platform designed to give investors a unified view of digital asset markets.
Comment: Product launches are all very well and good, and this one may be useful for VULT in establishing credibility in the market. However, for most in the stock it is all about getting value back in the stock price, and getting it back up to the best levels of the year.
Ondine Biomedical (OBI) the photodisinfection-based therapy company, announced that hInsight-NX, LLC, from Nashville, Tennessee, U.S.A, are up to 8.15% on the shareholder registration.
Comment: Shares of OBI are up 74% YTD, and with revelations such as today suggesting significant buying even as the stock rises higher, we can look to more upside given the prospects of rollout of OBI’s therapies, and given the positive finance position of the company.
Power Metal Resources (POW), the London-listed exploration company with a global project portfolio, updated on the completed, in progress, and forthcoming exploration work in the provinces of Labrador and Northern Saskatchewan in Canada. POW said “Fermi Exploration’s summer exploration programmes have delivered strong technical progress across multiple projects, with encouraging geological and mineralisation results emerging at Drake Lake-Silas and comprehensive target testing at Perch River. Alongside this, we continue to advance permitting at Badger Lake, where drilling is expected to begin in the coming weeks, and detailed geophysical analysis at East Hawkrock.”
Comment: It would appear that shares of POW are finally on their way to a fair target towards30p, with newsflow such as today’s reminding the market that plenty is being done to further underpin the valuation here.
Guardian Metal Resources (GMET), a tungsten exploration and development company, announced today that it intends to undertake an offering for ordinary shares (or ADRs) in the United States and complete a related listing on a US securities exchange. Guardian Metal intends to use the proceeds of the offering to further its projects in Nevada USA. The offering and listing is expected to be completed during H1 2026. Davis Polk & Wardwell LLP is providing advice to the Company in connection with the potential listing and offering.
Comment: One presumes that financial markets legend Stanley Druckenmiller successfully guessed, that a US listing was on its way for GMET. It will be interesting to see whether there is a further re-rate in the stock ahead the offering.
Cerillion (CER), the billing, charging and customer relationship management software solutions provider, announced that it has signed two agreements, worth a total of £17.3m, with an existing European customer. They are the expected follow-on contracts to the major new services agreement, worth £8.0m, signed with the customer in May 2025 and reported with interim results. Together they are among the Company’s largest wins to date and support existing consensus market expectations.
Comment: While £17m is a small fraction of the £415m market cap of the company, it is significant, and should alert the market to the ongoing growth potential at this relatively under the radar group.
Chill Brands Group (CHLL), the consumer packaged-goods distribution company, announced that it has entered into a strategic partnership with SYP Global Limited, a company developing a pioneering new nicotine delivery system. SYP is developing a new nicotine delivery technology that fundamentally differs from conventional electronic nicotine systems.
Comment: Given that shares of CHLL did not rise on Friday, one can assume that this announcement is not that significant, at least in the near term. But it does underline the way the company is back with a bang. Perhaps it could hire former Deputy PM Angela Rayner as a Brand Ambassador?
Zenith Energy Ltd. (ZEN), the listed international energy production and development company, has applied for and received conditional approval for admission to trading of the Company’s Swedish Depositary Receipts on Spotlight Stock Market. In connection with the Listing, the Company intends to carry out an issue of SDRs to the general public in Sweden and to institutional investors in Sweden and internationally of approximately SEK 25 million, to further broaden the shareholder base.
Comment: ZEN has already found that Scandinavia has been a happy hunting ground in terms of fundraising, generally rather happier and easier than the market which is supposed to be leading stock market in Europe: London.
SigmaRoc (SRC), the European lime and minerals group, announced unaudited results for the six months ended 30 June 2025. SRC noted Resilient trading despite challenging market conditions: Underlying revenue up 13% YoY; Underlying EBITDA up 21% YoY with EBITDA margin up 150bps to 23.1%; Underlying EPS of 4.66p, up over 50%, a record for the Group.
Comment: The fact that SRC has done so well is perhaps a giveaway in terms of how solid real world businesses and activities are in the economies in which it operates, and perhaps how much further potential for growth there is.
Pan African (PAF) announced its intention to apply for the Company’s ordinary shares) to trading on London Stock Exchange plc’s main market for listed securities. PAF said that “Pan African, guided by a highly experienced management team, has delivered consistent commercial and financial success since its listings on the AIM Market of the London Stock Exchange and the Johannesburg Stock Exchange in 2007, underpinned by substantial production growth. With its current portfolio of high-margin, quality operations across South Africa and Australia, the Company is on track to increase annual gold production for the financial year ending 30 June 2026 (’FY26’) to between 275,000oz and 292,000oz, an increase of approximately 40% compared to the production for the financial year ended 30 June 2025.”
Comment: AIM loses another company, in this case one that is firing on all cylinders, and hence exactly the type of company it should be looking to keep. However, recent years suggest that the powers that be at AIM will only be truly fulfilled when there are no companies left on it. They might as well be socialists.
Technology Minerals (TM1), the first UK listed company focused on creating a sustainable circular economy for battery metals, provided the following business update ahead of its General Meeting to be held later today. Technology Minerals has identified potential multi-commodity targets including rare earths at 100%-owned Cameroon project. Recyclus Group, Technology Minerals’ 48.35% owned battery recycling business, achieved first monthly positive cash flow in July 2025, marking a key milestone in operational sustainability. Recyclus delivered substantial year-on-year revenue growth in 2024/2025, reflecting an expanding client base and commencement of sale of black mass.
Comment: For a company that the bears suggested could be a zero, largely on the basis of personal / spurious / or merely defamatory reasons, TM1 is doing rather well. This is particularly the case given the massive rebound in the fortunes of rare earths this year.
Hemogenyx Pharmaceuticals (HEMO), announced a manufacturing partnership with Made Scientific, a leading U.S.-based cell therapy contract development and manufacturing organization (CDMO), to advance HG-CT-1, the Company’s autologous Chimeric Antigen Receptor T-cell (CAR-T) therapy for the treatment of relapsed/refractory acute myeloid leukemia (r/r AML) in adults.
Comment: One of the best fundamental turnarounds of the year, combined with one of the best charting calls of the year here at Zakstraderscafe.com, from below 150p at the end of July. That said, for some reason the best charting calls tend to get ignored by the market, especially fellow service providers, and of course even the companies concerned themselves. Google “Shadow Ban”.
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