Category: Market News

Kazera Global plc (LSE:KZG) has reported strong operational progress, led by record diamond recovery and improved revenue terms at its diamond mining subsidiary, Deep Blue Minerals. Alongside this, the company noted steady performance at its heavy mineral sands project and reaffirmed its confidence in securing a mining right for the 2A Concession in South Africa — supported by constructive community engagement.

These operational gains are expected to enhance Kazera’s revenue outlook and solidify its market position in the mining sector.

While the company continues to face notable financial and valuation pressures, including persistent losses and negative cash flows, the recent operational milestones offer a degree of optimism. Technical indicators remain neutral, reflecting a stable but cautious market sentiment.

About Kazera Global

Kazera Global plc is an investment company focused on advancing early-stage mineral exploration and development assets. Its portfolio includes alluvial diamond mining through Deep Blue Minerals in South Africa, heavy mineral sands mining via Whale Head Minerals, and a divestment-stage tantalite asset in Namibia.

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. Some portions of this content may have been generated or assisted by artificial intelligence (AI) tools and been reviewed for accuracy and quality by our editorial team.

Metals Exploration PLC (LSE:MTL) has released its Q3 2025 results, noting a temporary pause in gold processing at the Runruno mine due to cyanide contamination. Although the incident reduced gold sales and cash flow during the quarter, operations have since resumed, and the company has reaffirmed its full-year 2025 production guidance.

Looking ahead, Metals Exploration anticipates stronger performance in Q4 2025 as operations stabilize. Development at its La India project in Nicaragua is progressing ahead of schedule, while exploration at Dupax in the Philippines is advancing, supporting the company’s longer-term growth strategy.

The company’s outlook remains underpinned by strong financial performance, including solid revenue expansion and robust cash flow generation. However, technical indicators suggest a short-term bearish trend, and while the valuation is considered fair, the lack of dividend yield may limit investor appeal in the near term.

About Metals Exploration

Metals Exploration PLC is engaged in the production, development, and exploration of gold, with key assets in the Philippines and Nicaragua. Its operations focus on advancing gold mining projects and strengthening its position within the global gold industry.

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.

SolGold (LSE:SOLG) has reported encouraging drilling results from its Tandayama América deposit, part of the larger Cascabel copper-gold project in Ecuador. The results confirm significant near-surface mineralisation, reinforcing the company’s phased development strategy focused on low-capex, near-surface production.

This development is expected to enhance overall project economics by providing early mill feed to Alpala’s processing facilities, accelerating cash flow generation and supporting open-pit evaluation. The findings also help de-risk the broader project plan, offering a potentially value-enhancing opportunity for stakeholders.

Despite these positive operational updates, SolGold continues to face financial headwinds, including ongoing losses and negative cash flows. While recent corporate initiatives and governance improvements offer some upside, the company’s valuation remains weak.

About SolGold

SolGold is a resource exploration and development company focused on discovering and advancing world-class copper and gold deposits. Operating with transparency and international best practices, the company aims to create shareholder value while delivering economic and social benefits to the communities where it operates.

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.

Costain Group PLC (LSE:COST) has been appointed as the Utilities Delivery Partner for Sellafield Ltd under its Infrastructure Delivery Partnership, a contract valued at up to £1 billion. The long-term agreement involves refurbishing and replacing critical utility systems that support Sellafield’s nuclear decommissioning program.

This major win underscores Costain’s strategic focus on cultivating strong partnerships and cements its role as a key contributor to the UK’s civil nuclear energy and decommissioning efforts. It also reflects the company’s broader commitment to delivering essential national infrastructure.

Costain’s outlook is supported by its stable financial performance, solid balance sheet, and prudent debt management. However, relatively modest profit margins and weaker cash flow efficiency highlight areas for operational improvement. Technical indicators currently show limited momentum, tempering an otherwise steady outlook.

About Costain

Costain is a UK-based infrastructure solutions company delivering construction, consultancy, engineering, and digital services across sectors including transport, water, energy, and defense. Its mission is to transform infrastructure performance and support a more sustainable, resilient, and decarbonized future for the UK.

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.

Science Group (LSE:SAG) has issued a trading update for the nine months to 30 September 2025, reporting record Adjusted Operating Profit despite challenging macroeconomic conditions. A substantial pre-tax gain from a strategic investment in the first half of the year further boosted its strong cash position.

Recovery in the R&D services segment — particularly within the Medical sector — continues to drive growth, keeping the company on course to meet or exceed its full-year performance expectations. Science Group also remains committed to returning capital to shareholders through regular dividends and share buy-back programs.

The company’s robust financial performance, underpinned by healthy revenue and profit growth and solid cash generation, supports an attractive valuation that may signal potential upside for investors. However, technical indicators point to short-term bearish momentum, suggesting some near-term caution.

About Science Group

Science Group is an international professional services and systems company delivering innovation through the integration of science, technology, and engineering. Known for its strong R&D expertise, especially in the Medical sector, the company also pursues strategic investments and prioritizes shareholder returns as a core element of its business strategy.

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.

Strategic Minerals (LSE:SML) has reported outstanding drilling results from its Redmoor project in Cornwall, confirming the presence of multiple zones of high-grade tungsten mineralization. The findings strengthen Redmoor’s position as one of the world’s highest-grade undeveloped tungsten deposits and highlight its growing strategic value amid rising global tungsten prices.

The company also indicated that the drilling data points to additional mineralized zones, which will be incorporated into an upcoming mineral resource estimate update. This could further enhance the project’s economic potential and Strategic Minerals’ market positioning.

While the company’s financial outlook shows signs of solid recovery and an attractive valuation profile, technical indicators hint at possible short-term weakness. Elevated historical volatility also remains a factor for investors to consider.

About Strategic Minerals

Strategic Minerals plc is an international exploration and production company focused on developing mineral resources. Its flagship asset is the Redmoor tungsten-tin-copper project in Cornwall, UK — a high-grade deposit with significant strategic importance in the global critical minerals market.

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.

Oxford Instruments (LSE:OXIG) has reported a mixed first-half performance for 2025. While its Imaging and Analysis division was impacted by tariffs and a challenging economic backdrop, the Advanced Technologies segment delivered solid growth, buoyed by strong demand in the compound semiconductor market.

Despite a dip in overall revenue, the company anticipates a stronger second half, supported by cost-saving programs and targeted strategic initiatives. Management expects full-year results to remain stable on an organic constant currency basis, reinforcing confidence in its operational resilience.

Oxford Instruments continues to display strong financial fundamentals and positive technical indicators. However, valuation concerns persist, as its elevated P/E ratio suggests the stock may be priced at a premium. The company’s robust revenue base and healthy balance sheet remain key strengths.

About Oxford Instruments

Oxford Instruments is a global leader in advanced scientific technologies, serving academic and commercial clients in materials analysis, semiconductors, and healthcare & life sciences. Established in 1959 and listed on the London Stock Exchange, the company is committed to driving innovation that supports a greener, healthier, and more productive world.

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.

Avacta Group PLC (LSE:AVCT) has announced that it will present new data on its first dual-payload peptide drug conjugate (PDC) at an upcoming international conference. This innovative therapy enables the targeted and controlled delivery of two cancer-fighting drugs from a single molecule, a major advancement that could enhance treatment outcomes and help overcome resistance in tumors.

While the company’s financial performance remains a challenge, with negative earnings weighing on its valuation, strong technical indicators offer some positive signals. Recent strategic developments discussed in the earnings call reflect progress in the company’s oncology pipeline despite ongoing fiscal headwinds.

About Avacta Group

Avacta is a clinical-stage life sciences company developing an advanced drug delivery technology known as the pre|CISION® platform. This approach allows existing oncology drugs to be re-engineered as peptide drug conjugate payloads, concentrating their therapeutic effect in tumors while minimizing toxicity and side effects for patients.

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 revealed an internal estimate of 1,072 MMcf of prospective helium resources at its Coyote Wash Project in Colorado. The project is located in a region with a proven track record of helium production, and the estimate draws on data from surrounding wells combined with reprocessed seismic analysis.

The company plans to work with Sproule ERCE to conduct an independent assessment and certification of the resource. A positive evaluation could substantially strengthen Mosman’s helium portfolio and advance its broader U.S. growth strategy in this sector.

Despite this promising development, Mosman continues to face financial pressures, including weak profitability and challenging valuation metrics. While technical indicators hint at moderate momentum and the company benefits from a solid equity base and a strategic shift toward helium, ongoing cash flow constraints remain a key obstacle.

About Mosman Oil and Gas

Mosman Oil and Gas Limited is engaged in the exploration, development, and production of helium, hydrogen, and hydrocarbons across the U.S. and Australia. The company focuses on projects that can generate operational cash flow while maintaining significant development upside. In addition to its U.S. portfolio, Mosman also holds royalty interests in Australia.

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.

Helix Exploration PLC (LSE:HEX) has reported major operational progress at its flagship Rudyard Project in Montana, bringing the company a step nearer to first helium production. Recent milestones include the mobilization of a PSA plant, completion of key site preparations, and active negotiations with industrial gas buyers over potential off-take agreements.

The company expects to begin production shortly after the final equipment components are delivered in November 2025 — a pivotal moment that could establish Helix as a leading helium producer in Montana. This step is set to strengthen its market position and deliver meaningful value to shareholders as it transitions from development to production.

About Helix Exploration

Helix Exploration PLC is a dedicated helium exploration and development company operating within the Montana Helium Fairway. Founded by industry specialists, the company capitalizes on existing infrastructure and low-cost processing methods to efficiently commercialize its resources. Its Rudyard Project in northern Montana includes four production wells, with the goal of generating strong, sustained revenue over the project’s life 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.