UK 13:29 Sunday, 4 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
It’s the ShareProphets Sunday Pub Quiz. There are no prizes! And no Googling!
AI infrastructure depends on far more than chips and electricity. It also relies on a range of critical materials, including gallium, rare earths, and tantalum, that are essential to semiconductors, magnets, and power-management systems. These three materials are highlighted in Figure 2.3 of the World Bank’s World Development Report 2026 because their production is concentrated in a relatively small number of countries.
AIM listed URU Metals (URU), run by John Zorbas, released its full year results to March 2026 at the last possible moment: 4.12pm on deadline day, Wednesday September 30th. As Tom Winnifrith oft states, good news travels fast….and URU’s news was definitely not good!
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
The most read non-Tom article this week is The View From The Montana Log-Cabin As Gold Slips Again by Nigel Somerville at number 10, or number 18 with Bearcasts.
After hours on Friday the Reabold (RBD) for Union Jack (UJO) officially failed and lapsed. I discuss what questions this raises and also red flag Defence Holdings (ALRT) in a tangential vein.
On Friday Vaultz Capital (V3TC) announced a pivot to the world of AI primarily funded by the disposal of Bitcoin Thus company has more strategy pivots than I have inappropriate thoughts about Cheryl Cole. Well okay not that many but almost…
Writer Justin Huhn has a firmly bullish outlook for uranium, describing the current phase as the middle of a long-term secular bull market.
Provider of chartering, investment and risk management services to the shipping and energy markets, Braemar (BMS) has issued a trading update commencing with half-year to end August “revenue up 16% to £74.3m” and including “expect the strategic investments made in the first half, including senior hires and the establishment of our power desk, to convert to profitable growth in the second half”. What about that from the valuation at a current 235p share price?
Having asked for readers tips for 2026 for the prize of 1/4 litre of Tom Winnifrith’s Greek Hovel olive oil (2026 harvest) HERE, the following is an update at now (just over) three quarters of the way through the competition (to be eligible needed to have selected, on a once per username basis, one Buy and one Sell pick from the London Stock Exchange Main Market or AIM casino without by the deadline a shares suspension/cancellation announcement). And the leader is...
Not a good health 24 hours so I shall make this brief. I look at Valereum (VLRM) and Quantum Data (QDT) and why accounting wonkery matters, Petra (PDL), Tullow (TLW) and Georgina Energy (GEX).
Describing itself as “a leading developer of radiation and bio-detection technology solutions for the advanced imaging and CBRN detection segments”, Kromek (KMK) has issued a “Notice of AGM, Directorate Changes & Annual Report”-titled announcement. Er, why’s its bank facility news not also included in that?
In August, with it describing itself as “one of the UK’s leading designers and installers of Solar PV, LED lighting, battery storage and EV chargers reducing customers’ energy costs by up to 70%”, I concluded eEnergy Group (EAAS) looked to need the payments delays process to be completed swiftly and, with the shares down towards 2p, still hopefully my prior warnings were heeded and avoid/sell. Now a “Placing and Subscription to raise £6.3 million” announcement.
Consultant John Feneck is not phased by gold’s recent consolidation, noting it has turned negative year-to-date and is down around 5%.
On 22 September I published an article showing that Petra Diamonds (PDL) subsidiary Petra Diamonds UK Treasury Limited had been served with a winding up petition by HMRC – in fact it had been served on 25 August as you can see demonstrated HERE. That's a SCOOP! Today Petra fessed in an RNS but it misleads the poor saps who own its shares. Management are shown as scumbags.
