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Ariana Resources – further increased Dokwe project prospectivity, BUY

Ariana Resources (AAU) has announced already “positive results” from recent exploration on areas for which resources have not yet been defined at its Dokwe project area in Zimbabwe, noting that this further increases the prospectivity of the project area. So what are the “positive results”?

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SkinBioTherapeutics – “finalisation of commercial agreement with Croda” to further spark the shares, Buy

SkinBioTherapeutics (SBTX) has announced, based on the final testing of its SkinBiotix technology, that it has finalised the commercial terms of an agreement with FTSE 100 speciality chemicals company Croda (CRDA). This is highly encouraging as it follows the results of additional studies which are described as “all very positive, and the product is now in the marketing and commercialisation phase” with a commercial team from Croda “which includes the launch of multimillion pound blockbuster products such as Matrixyl” (skin ingredient), whilst the current SkinBioTherapeutics market cap, at an up to 15.625p share price, is still just £35.7 million.

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Alliance Pharma – a recovery Buy?

In May this year consumer healthcare company Alliance Pharma (APH) faced audit-related results delay, its CEO leaving and was appealing a Competition and Markets Authority finding that it had infringed competition law and its fine. However, the subsequent half-year results suggest a much-improved picture but the shares have only currently recovered to a 46.8p offer price, which suggests to us significant further recovery potential.

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Eco Buildings Group – letter of Intent for potential significant new contract, risk/reward Strong Buy

‘Modular housing’ group Eco Buildings (ECOB) has announced, following a visit to its manufacturing facility in Albania by a delegation from the Dominican Republic, “detailed negotiations have progressed positively, building on the Letter of Intent signed with Gramma Constructora SRL (a large private construction company headquartered in the Dominican Republic)” – this for a potential $237 million gross revenue contract to the group. What of an 18.5% increase in the share price to 8p in response, giving a market cap of just £6.5 million.

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Ariana Resources – “Zenit Portfolio Operations Update”, the “portfolio” to expand?

Ariana Resources (AAU) has issued a “Zenit Portfolio Operations Update.” ‘Zenit’ is the company’s joint venture interests in Turkey in which it has a 23.5% interest, though the announcement also includes that Ariana is “currently positioning ourselves to expand our partnership into new jurisdictions”. That is potentially very exciting.

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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.

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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?

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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?

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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?

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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?