views

Amaroq Minerals – Q3 results and key agreements for upcoming gold production, an upcoming catalysts Buy

Amaroq Minerals (AMRQ) has announced third quarter of 2024 results and “key agreements in preparation for gold production in Nalunaq” – on which it states it has “made significant headway”. This suggests further strong upside from a 79p share price, even after an initial 73p offer price tip.

views

Kefi – Saudi Arabia interests dilution, though remaining interest set for “a significant premium” realisation to that

Kefi Gold & Copper (KEFI) has issued an update on its joint venture in Saudi Arabia, including that it is set to accept dilution to 15% from 25% to remove its outstanding exploration liabilities and that “strategic review” options being evaluated include the potential sale of its residual shareholding. What about this from a 0.60p share price, £36.4 million market cap, valuation of Kefi?

views

Creightons – half year profitability in excess of the prior full-year from this winning share tip

Shares in ‘personal care, beauty and fragrance products’ company Creightons (CRL) were a tip in July, including us then concluding that, with gross margin improvement and a hopefully improving macroeconomic environment, we looked for recognition of the potential for, or/and delivery of, profit recovery to spark the shares from 25p. What now of an “Update on first half trading performance” helping the shares currently up to above 35p?

views

Ariana Resources – loan to further advance Dokwe project ahead of Australia dual-listing, Buy

Ariana Resources (AAU) states that it “is pleased to announce that it has entered into a Strategic Project Financing Agreement” but what of the shares, although still up from 2p just mid last month, down towards 2.4p on the announcement?

views

Altona Rare Earths – fast-tracked production potential, Buy

Altona Rare Earths (REE) has issued an “Operational Update”-titled announcement which is really focused on a potential development to bring some sustainable cash inflow to the company. What does this mean for this company with a market cap of just £2.2 million at a 1.325p share price?

views

Kefi Gold & Copper – increased proposed bank loan facilities for Tulu Kapi, Strong Buy

Kefi Gold & Copper (KEFI) has announced increased proposed banks loan facilities for its Tulu Kapi gold project in Ethiopia from $190 million to $240 million and that it is “targeting finalisation of… formal approvals and of definitive detailed documentation this quarter”. What of this news from 0.60p to buy the shares?

views

Amaroq Minerals – 2024 exploration update, this winning 73p offer price tip still a Buy

Amaroq Minerals (AMRQ) has emphasised “Successful Completion of 2024 Exploration Field Season” having completed exploration across nine licences with 8,601 metres of core drilling and noting key advancements across its gold and strategic mineral projects and these also highlighting opportunities ahead from its substantial land package across Southern Greenland. What about this from our 73p offer price tip?

views

Touchstar – trading update, value realisation potential?...

Mobile data computing and managed services company Touchstar (TST) has issued a trading update including that it expects the second half of 2024 “to be strongly cash generative” but also that a significant order has now been delayed for rollout in 2025. What about this from a just below 100p share price, £8 million market capitalisation?

views

ProBiotix Health – wins at requisitioned General Meeting, now time for reconciliation

ProBiotix Health (AQSE:PBX) announced on Friday, as was clear when OptiBiotix Health (OPTI) was restricted from voting, that requisitioned General Meeting resolutions to remove directors were voted against and that, whilst rights with respect to allegations made are reserved, it believes a line should now be drawn under this “regrettable incident” and efforts re-focused on the continued growth of ProBiotix under the leadership of Steen Andersen. We agree.

views

Nexus Infrastructure – diversifying acquisition and recovery potential, our share tip is ahead but still a BUY

Civil engineering infrastructure services provider to the UK housebuilding sector Nexus Infrastructure (NEXS) has announced trading “in line with market expectations” and an acquisition of a civil engineering and construction business emphasised to have experience in several key sectors including water, rail, highways and rivers & marine. The shares are up to 135p on the news