Author: Fiona Craig

Cloudbreak Discovery PLC (LSE:CDL) has exercised its option to acquire Phase 1 of the Darlot West Gold Project in Western Australia, covering 60.6 square kilometers. The company has completed an initial phase of exploration, including extensive rock and soil sampling, and plans to conduct further work such as high-resolution magnetic surveys to pinpoint drill-ready targets. Located near the Darlot Gold Mine, the project has already shown encouraging trends in gold mineralization, positioning Cloudbreak to potentially strengthen its operations and regional presence.

Despite these operational developments, the company faces significant financial challenges. With no revenue and ongoing losses, its financial performance remains weak. Technical indicators suggest limited short-term momentum, but the long-term outlook is constrained, and the negative P/E ratio reflects an unattractive valuation. While strategic restructuring efforts offer some hope, these have not yet translated into measurable financial improvement, making the stock high-risk and requiring careful monitoring.

About Cloudbreak Discovery PLC

Cloudbreak Discovery PLC is a mineral exploration company focused on gold, precious, and base metals, primarily in Western Australia. The company’s strategy aims to generate near-term cash flow and enhance shareholder value through a diverse portfolio of mineral assets, supported by a generative approach that enables multi-asset investment opportunities throughout the commodity cycle.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Elixirr International Plc (LSE:ELIX) has announced record results for the first half of 2025, with revenue climbing 35% year-on-year to £71.4 million. Growth was driven by the company’s successful transition to the Main Market of the London Stock Exchange and the acquisition of TRC Advisory, a U.S.-based strategy firm. The deal, the largest in Elixirr’s history, significantly expands its service offering and strengthens its competitive positioning.

Client growth was another highlight, with the number of clients contributing more than £1 million in revenue rising from 22 to 31. In addition, the firm’s emphasis on building its partner team and promoting internal talent has reinforced its capabilities and laid the foundation for continued growth in the consulting sector.

Elixirr’s strong financial results are the main driver of its current stock strength, supported by solid revenue momentum and profitability. The company’s valuation is seen as fair, with a balanced P/E ratio and healthy dividend yield. Technical indicators present a mixed picture, pointing to some near-term weakness, while the lack of recent earnings calls and corporate events provides limited further guidance.

About Elixirr International Plc

Elixirr International Plc is a global consultancy that brands itself as a “challenger firm,” working closely with clients across multiple industries and regions. Founded in 2009, the firm focuses on innovative, non-traditional approaches and has broadened its expertise through the acquisition of several boutique consultancies. Elixirr debuted on AIM in 2020 and completed its transition to the Main Market of the London Stock Exchange in July 2025.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Mosman Oil and Gas Limited (LSE:MSMN) has secured approval from the Ute Mountain Ute Tribal Council for a $150,000 bond, an essential requirement for operating on Tribal land in Colorado. With this authorization, the company can move forward with its Sagebrush and Coyote Wash projects, including the assignment of the Seeley lease and the planned well test at Sagebrush. This milestone represents a key step in advancing operations and creating potential value for shareholders.

The company’s broader outlook remains constrained by ongoing financial instability and weak valuation metrics. While recent corporate milestones and certain technical indicators point to modest momentum, profitability and cashflow challenges continue to weigh heavily. Mosman’s strengths include a solid equity position and its strategic pivot toward helium projects, though these positives are tempered by persistent financial headwinds.

About Mosman Oil and Gas

Mosman Oil and Gas Limited is engaged in the exploration, development, and production of helium, hydrogen, and hydrocarbons, with active projects in the United States and Australia. The company’s strategy centers on identifying opportunities that can deliver operating cashflow while supporting future development and exploration growth.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Rockfire Resources PLC (LSE:ROCK) has released its unaudited interim results for the first half of 2025, showing a smaller loss compared to the same period last year. The company continues to advance its flagship Molaoi project in Greece, with plans to upgrade the resource category from Inferred to Indicated and begin pre-feasibility studies.

To strengthen technical oversight, Rockfire has appointed Steven Hunt to its Board. In parallel, the company’s collaboration with Sunshine Metals on the Lighthouse deposit in Australia is moving forward, with recent drilling highlighting encouraging gold and silver results that could accelerate resource development.

About Rockfire Resources

Rockfire Resources PLC is a mineral exploration company focused on zinc, germanium, silver, lead, gold, and copper. Its core project is the Molaoi zinc/germanium/silver/lead deposit in Greece, while in Australia it is progressing the Lighthouse Au-Ag deposit in Queensland.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Creo Medical (LSE:CREO) has reported notable progress across both its clinical programs and operational performance. The company has begun clinical studies for its MicroBlate Flex device, marking a key step forward in expanding its cancer treatment portfolio. At the same time, operational efficiency has improved, with costs reduced by 24%.

A strategic transaction — the sale of a 51% stake in CME to Micro-Tech — has further strengthened Creo’s commercial platform and balance sheet. While overall sales declined, revenue from continuing operations rose by 40%, reflecting greater clinical adoption of its devices. Management maintains a positive outlook, citing expectations of sustained revenue growth and future cashflow self-sufficiency.

Despite these advances, the company’s broader financial picture remains challenging, with declining overall revenues and continued losses weighing on results. Technical analysis points to a mixed outlook, showing some near-term positive momentum, but the valuation remains constrained by negative earnings. With no recent earnings calls or corporate updates, external events currently have little influence on sentiment.

About Creo Medical

Creo Medical is a medical technology company specializing in advanced energy-based devices for cancer treatment. Its MicroBlate technology is designed for tumor ablation across multiple cancers, including lung, pancreatic, liver, kidney, and bladder. The company is focused on accelerating clinical adoption of its innovations while expanding access to next-generation oncology solutions.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Manx Financial Group PLC (LSE:MFX) has reported interim results showing a 16% rise in profit before tax to £4.1 million for the first half of 2025, even as broader economic conditions remain challenging. The group achieved record profitability alongside strong loan book growth, supported by its strategic priorities of expansion, operational simplification, and technology upgrades.

The company’s balance sheet reflected both higher lending volumes and stronger liquidity. At the same time, initiatives to broaden product offerings and improve investor engagement continue to move forward. Looking ahead, the group plans a cautious entry into EU markets while seeking to capture opportunities in short-term lending.

From a market perspective, Manx Financial’s stock performance remains strong, underpinned by healthy financials, disciplined expansion, and appealing valuation metrics. While technical indicators point to bullish momentum, analysts note the potential for overbought conditions.

About Manx Financial Group

Manx Financial Group PLC is a diversified financial services group that includes Conister Bank Limited, Conister Finance & Leasing Ltd, MFX Limited, Payment Assist Limited, and other subsidiaries. Operating primarily in the Isle of Man and the UK, the group offers services spanning banking, finance, leasing, and wealth management.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

N4 Pharma (LSE:N4P) has announced a breakthrough in its collaboration with SRI, successfully demonstrating targeted RNA delivery to non-small cell lung cancer cells through its Nuvec® technology. This achievement highlights the platform’s potential as a distinct delivery system for RNA-based therapies, particularly in oncology. It also strengthens N4 Pharma’s position in the growing RNA therapeutics market and increases opportunities for future strategic collaborations.

About N4 Pharma

N4 Pharma plc is a UK biotechnology company developing Nuvec®, its proprietary gene delivery platform. Designed to support advanced therapies for cancer and other diseases, Nuvec® addresses critical challenges in the RNA therapeutics space by offering more precise and efficient delivery methods. With the RNA therapeutics market expected to expand significantly, N4 Pharma aims to capitalize on demand for innovative, targeted treatment solutions.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Argo Blockchain (LSE:ARB) has appointed Charlotte Proctor-Worrall as its new Chief Financial Officer. The promotion highlights her key role in strengthening the company’s financial framework and supporting major strategic transactions.

In a parallel development, Argo secured approval from Nasdaq to maintain its listing, provided it achieves compliance requirements by January 2026. The extension is tied to the company’s ongoing recapitalization initiative with Growler Mining.

About Argo Blockchain

Argo Blockchain plc is a blockchain technology company dually listed in London and New York, with a focus on large-scale cryptocurrency mining. The company operates a facility in Quebec and maintains offices across the US, Canada, and the UK. Known for its sustainability efforts, Argo powers its operations primarily with renewable energy and was the first cryptocurrency miner to achieve climate-positive status after joining the Crypto Climate Accord.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Kavango Resources (LSE:KAV) has reported positive results from its drilling program at the Bill’s Luck Gold Mine in Zimbabwe. The company confirmed significant gold intersections from the first two completed diamond drill holes, marking an important milestone in its strategy to move from exploration toward large-scale production. These results form the basis for establishing an initial mineral resource estimate, a key step in advancing the project.

Looking ahead, Kavango plans to continue shaft sinking to expand mining operations and increase output, with the goal of strengthening its market presence and delivering meaningful returns to stakeholders.

About Kavango Resources

Kavango Resources PLC is a metals exploration and development company focused on Southern Africa. In Zimbabwe, the group is advancing a portfolio of gold projects, including the Hillside and Nara properties, which it owns outright. Its strategy centers on transforming high-potential exploration sites into commercially viable mining operations using modern, mechanized methods across both open-pit and underground settings.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Rainbow Rare Earths (LSE:RBW) has announced major progress at its Phalaborwa project following the successful application of a cerium depletion process. This development improves the grade of its mixed rare earth product while lowering production costs, strengthening Phalaborwa’s position as a competitive, low-cost supplier of critical rare earths. The advancement supports the company’s ambition to become a key contributor to the green technology supply chain and is expected to positively influence both market positioning and stakeholder confidence.

The company’s near-term outlook, however, is still shaped by its financial challenges. With no revenue generation to date and continuing losses, Rainbow faces considerable risks. Even so, technical signals point to bullish momentum, bolstered by the progress of strategic initiatives like Phalaborwa. While its valuation remains difficult due to negative earnings, the company’s growth pipeline and project milestones provide a degree of optimism for investors.

About Rainbow Rare Earths

Rainbow Rare Earths is working to build an independent and sustainable supply chain for rare earth elements that are vital to the clean energy transition. Its innovative process focuses on extracting these materials from phosphogypsum, a by-product of phosphoric acid production, enabling faster and more cost-effective output than conventional mining methods. The company’s flagship projects include Phalaborwa in South Africa and Uberaba in Brazil, with a focus on rare earths used in high-performance permanent magnets such as neodymium, praseodymium, dysprosium, and terbium.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.