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Strategic Minerals plc (LSE:SML) has announced encouraging progress at its Redmoor project following the completion of three drill holes. Each hole successfully intersected the full thickness of the sheeted vein system, confirming the presence of tungsten and copper mineralization. With the addition of a second drill rig now on site, the company plans to accelerate its exploration program, which could strengthen its role in the global tungsten market at a time of rising commodity prices.

The company’s outlook remains supported by signs of financial recovery and an appealing valuation. However, technical indicators point to possible short-term weakness, while past volatility continues to pose a risk for investors.

About Strategic Minerals

Strategic Minerals plc is an AIM-listed mining company focused on the exploration and development of strategic mineral projects in the UK, United States, and Australia. Through its wholly owned subsidiary, Cornwall Resources Limited, the company is advancing the Redmoor Tungsten-Tin-Copper Project located in east Cornwall.

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.

Kenmare Resources (LSE:KMR) has begun upgrading its Wet Concentrator Plant A (WCP A) at the Moma Titanium Minerals Mine in Mozambique. The project includes the integration of new dredges and a feed preparation unit, enabling mining in the Nataka ore zone, which contains around 70% of the mine’s total resources. With a capital investment of $341 million, the upgrade is designed to support long-term output and enhance mining rates by managing higher slime levels within the ore body.

During the upgrade, production has been temporarily halted for three to four weeks. Despite the pause, the company has reaffirmed its commitment to meeting full-year 2025 production and cost guidance.

Kenmare’s investment profile is supported by a compelling valuation, marked by a low price-to-earnings ratio and attractive dividend yield, which appeal to both value and income-focused investors. However, financial performance has been uneven, with revenue and profitability margins under pressure. Technical indicators currently point toward a bearish trend, highlighting the importance of improving efficiency and boosting revenue streams to strengthen overall financial health.

About Kenmare Resources

Kenmare Resources plc ranks among the world’s leading titanium mineral producers and operates the Moma Titanium Minerals Mine in Mozambique. The company provides key raw materials used in everyday products such as paints, plastics, and ceramic tiles. Supplying customers in over 15 countries, Kenmare is responsible for roughly 6% of global titanium feedstock production.

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.

Energean plc (LSE:ENOG) has reported its half-year 2025 results, demonstrating resilience in the face of geopolitical instability and market headwinds. Although operations in Israel were temporarily suspended, the company still managed to post higher net profits and announced a quarterly dividend.

Among the highlights of the period were more than $4 billion in newly secured gas contracts, continued progress on the Katlan development, and advancing carbon storage initiatives. Energean reaffirmed its strategic priorities, which include ensuring stable gas production in Israel, pursuing export opportunities, and maximizing asset value across its broader portfolio.

From a financial perspective, revenue and adjusted EBITDAX declined, largely due to weaker Brent crude prices and the impact of halted operations. Even so, the company maintained solid liquidity levels and upheld its dividend program, underscoring its financial discipline.

Energean’s investment case is underpinned by consistent profitability and revenue generation, though risks remain. Technical indicators point to potential near-term weakness, and leverage continues to weigh on the balance sheet. Still, the stock is supported by a fair valuation and an appealing dividend yield.

About Energean

Energean plc is an international energy company engaged in the exploration, production, and marketing of natural gas and oil. The group operates across Israel, Egypt, Italy, Croatia, and Greece, with a strong commitment to long-term value creation, reliable operations, and sustainability initiatives.

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.

Tavistock Investments (LSE:TAVI) has unveiled a refreshed strategy designed to address the financial advice gap that continues to affect 91% of UK consumers, according to the FCA’s 2024 Financial Lives Survey. As part of this shift, the firm has taken a majority stake in Lifetime Financial Management. The acquisition will enable Tavistock to expand the reach of its hybrid advisory model, which blends digital tools with human expertise to deliver affordable advice, regardless of income or wealth.

Management believes the move will create long-term value for shareholders while strengthening Tavistock’s competitive position in the financial advice sector. The company also signaled further partnerships and a rebranding initiative centered on its Vertex solutions as it seeks to expand its industry footprint.

Despite its growth initiatives, Tavistock is viewed with a moderate outlook. The company benefits from revenue expansion and insider share purchases that reflect confidence in its trajectory. However, challenges remain around profitability, cash flow pressures, and an unfavorable valuation.

About Tavistock Investments

Tavistock Investments is a UK-based wealth and asset management specialist focused on private investors. The company offers services across wealth management, employee benefits, and educational finance, and is recognized for its tailored advisory support to high-net-worth clients. In recent years, Tavistock has restructured operations to balance regulatory risk and commercial opportunity, including the sale of its UCITS funds and independent financial adviser network.

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.

Bango (LSE:BGO) has entered into a partnership with DISH TV and Sling TV to roll out subscription bundles using its Digital Vending Machine®. Through this integration, DISH customers can easily add services—such as a football streaming package—directly to their monthly bill, creating a more streamlined and user-friendly experience.

The collaboration supports DISH’s broader strategy of delivering a wide variety of subscription services with greater efficiency. By leveraging Bango’s technology, DISH and Sling gain access to an extensive global network of subscription providers and can rapidly design and deploy customized bundles. This approach strengthens their competitive positioning by offering customers more choice, flexibility, and personalization in line with the growing subscription economy.

Bango’s market outlook remains supported by steady revenue growth and healthy cash flow, though its investment case is tempered by ongoing unprofitability and the absence of dividends. Technical indicators show a mixed picture, leaving analysts with a moderately cautious stance.

About Bango plc

Bango empowers digital content providers to reach larger audiences by enabling online payments through mobile networks worldwide. Its Digital Vending Machine® plays a central role in the evolution of the subscription economy, giving consumers greater control and variety in how they manage services. Leading global companies—including Amazon, Google, and Microsoft—rely on Bango’s technology to expand their subscriber bases.

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.

Trainline (LSE:TRN) delivered a strong performance in the first half of fiscal 2026, reporting an 8% year-on-year rise in net ticket sales to £3.2 billion. Revenue also inched up 2% to £235 million. Alongside these results, the company unveiled an enlarged £150 million share repurchase program, underscoring its healthy cash flow and upgraded profitability outlook.

Growth was supported by resilient leisure travel demand in the UK, intensifying competition in continental Europe, and a notable rebound in corporate travel through its Trainline Solutions business. Management said the company remains on course to hit the upper end of its full-year growth guidance, reinforcing Trainline’s competitive strength and strategic push across European markets.

The company’s upbeat earnings are fueling a positive outlook, though analysts note some caution. Technical signals appear bearish, and with only a moderate valuation, investors may hesitate. The lack of a dividend and limited earnings call disclosures also leave gaps in visibility.

About Trainline

Trainline is one of the largest independent digital platforms for rail and coach travel, serving millions of customers around the world. Its website and mobile app provide an integrated service for searching, booking, and managing journeys. By aggregating routes, fares, and schedules from rail and coach operators across Europe, the platform delivers a streamlined travel experience.

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.

Shares of Atlas Metals Group plc (LSE:ATLM) skyrocketed 284% in London trading following the announcement of a conditional Share Purchase Agreement to acquire Universal Pozzolanic Silica Alumina Ltd (UPSA), in a deal valued at £1 billion.

The transaction would represent a reverse takeover under UK Listing Rules, leaving Atlas shareholders with just 3% of the enlarged entity, while UPSA shareholders would control the remaining 97%.

UPSA holds one of the largest global reserves of pozzolanic silica alumina (PSA), a key ingredient in green concrete that reduces the carbon footprint of construction activities. According to Atlas, concrete production accounts for roughly 8% of worldwide CO₂ emissions.

A Competent Person’s Report by SLR Consulting confirmed substantial inferred resources at UPSA’s Warialda Quarry in Australia, totaling 160.68 million tonnes and carrying a Net Present Value of A$3.3 billion (£1.62 billion) over 25 years.

Chris Chadwick, CEO of Atlas Metals Group plc, commented:
“We are delighted to have signed the conditional share purchase agreement to acquire UPSA. This transaction is anticipated to transform Atlas in the near term into a £1 billion plus market cap company, delivering substantial value for Atlas shareholders and a unique proposition on the London Stock Exchange. UPSA provides an opportunity to access a world-class PSA reserve at an attractive valuation. Given the positive environmental impact UPSA provides the international construction industry, the UPSA resources are already attracting interest from major cement and concrete players and will be targeted for use in private and government infrastructure development projects globally. We look forward to completing the transaction as soon as possible.”

The deal remains conditional on satisfactory due diligence, regulatory approval, and shareholder consent.

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.

European stock markets are trading higher on Wednesday, as investors respond positively to hopes of an upcoming Federal Reserve interest rate cut following recent disappointing U.S. labor data. Reduced trade tensions have also helped lift market sentiment.

In France, the market remains relatively steady after Sébastien Lecornu was named the country’s new Prime Minister.

Traders are now turning their attention to the European Central Bank’s policy announcement and the upcoming U.S. consumer price inflation data later this week.

The CAC 40 in France is up 0.7%, while the FTSE 100 in the U.K. has gained 0.2%, and Germany’s DAX is higher by 0.1%.

In the U.K., DCC plc (LSE:DCC) leads gains with a nearly 4% increase. Other risers include Haleon plc (LSE:HLN), Anglo American plc (LSE:AAL), Pershing Square Holdings Ltd (LSE:PSH), Prudential plc (LSE:PRU), BAE Systems plc (LSE:BA.), Centrica plc (LSE:CNA), Imperial Brands plc (LSE:IMB), Standard Chartered plc (LSE:STAN), HSBC Holdings plc (LSE:HSBA), Admiral Group plc (LSE:ADM), Polar Capital Technology Trust plc (LSE:PCT), and Fresnillo plc (LSE:FRES), all up between 1.5% and 3%.

Meanwhile, Associated British Foods plc (LSE:ABF) has dropped more than 11% after flagging slower sales at Primark in Europe, despite strong U.S. performance.

Other decliners in London include International Consolidated Airlines Group SA (LSE:IAG), down 2.7%, with JD Sports Fashion plc (LSE:JD.), Ashtead Group plc (LSE:AHT), Next plc (LSE:NXT), Persimmon plc (LSE:PSN), Segro plc (LSE:SGRO), EasyJet plc (LSE:EZJ), Kingfisher plc (LSE:KGF), Vodafone Group plc (LSE:VOD), Marks & Spencer Group plc (LSE:MKS), and Glencore plc (LSE:GLEN) all falling between 1% and 1.7%.

In Germany, Siemens Energy AG jumped nearly 3%, with Siemens Healthineers AG, Rheinmetall AG, Sartorius AG, and Deutsche Bank AG  climbing 1.5–1.8%.

On the downside, Daimler Truck Holding AG, Deutsche Telekom AG, Vonovia SE, Porsche Automobil Holding SE, Qiagen N.V., Bayer AG, and Munich Re AG lost 1–1.6%.

In France, Thales S.A. surged almost 4%, while EssilorLuxottica S.A. rose 2.75%, and Legrand S.A., Schneider Electric S.E., and Société Générale S.A. gained 2–2.3%.

Other notable risers include ArcelorMittal S.A., Crédit Agricole S.A., Bouygues S.A., Vinci S.A., and Veolia Environnement S.A., while Pernod Ricard S.A., STMicroelectronics N.V., L’Oréal S.A., Accor S.A., Carrefour S.A., Stellantis N.V., and Edenred S.A. recorded mixed losses ranging from moderate to steep declines.

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.

U.S. stock futures indicated a positive open Wednesday as investors reacted to unexpectedly soft producer price data, signaling continued optimism for equities.

The Labor Department reported that the producer price index (PPI) for final demand fell 0.1% in August, following a revised 0.7% gain in July. Economists had anticipated a 0.3% increase after the initial 0.9% jump for the previous month.

Year-over-year, the PPI slowed to 2.6%, down from 3.1% in July, defying expectations that the rate would remain steady at 3.3%. The weaker-than-expected inflation data has strengthened the case for a quarter-point interest rate cut by the Federal Reserve next week.

Adding to the bullish sentiment, Oracle (NYSE:ORCL) shares soared 32% in pre-market trading, fueled by its outlook for cloud infrastructure revenue to rise from $10.3 billion in fiscal 2025 to $144 billion by 2030, despite slightly below-forecast first-quarter earnings.

“The jobs picture keeps deteriorating and while that should make it easier for the Fed to cut rates this fall, it could also throw some cold water on the recent rally,” said Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management.

He added, “Worse still, if the CPI shows a worsening trend of higher inflation on Thursday then the market will begin worrying about stagflation. The bull market has been extremely resilient this year, but we could be approaching an inflection point where it is tested again.”

Tuesday’s trading saw stocks mostly climb, with the Dow up 196.39 points (0.4%) to 45,711.34, the Nasdaq rising 80.79 points (0.4%) to 21,879.49, and the S&P 500 gaining 17.46 points (0.3%) to 6,512.61. Investors appeared encouraged by expectations of a Fed rate cut alongside ongoing strong corporate results.

The Labor Department also revised non-farm employment for the 12 months through March 2025 down by 911,000 jobs, highlighting a cooling labor market.

However, the gains were uneven across sectors. Housing stocks slid 2.9%, reflecting the Philadelphia Housing Sector Index’s drop, while airlines fell 2% on the NYSE Arca Airline Index. Steel and gold also declined, whereas banking and networking stocks recorded notable gains.

Investors now turn their attention to Thursday’s consumer price inflation report, which could shape the Fed’s next steps and influence whether the market rally can sustain its current momentum.

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.

Consumer spending in the United Kingdom rose 2.1% year-on-year during the four weeks ending August 29, according to data from Barclays U.K. Spend Trends released Wednesday.

Although this growth is slightly slower than the 2.5% increase seen in the four weeks ending July 4, it remains above the longer-term trend of roughly 1.5% growth.

Barclays noted that the rise in spending was primarily driven by older consumers, with online purchases outperforming in-store sales. Growth was stronger in discretionary goods and services than in non-discretionary items.

Among the tracked sectors, Digital Content, Home & Electronics, and Other Retail recorded the highest growth. Clothing retail maintained positive momentum with a 2.2% increase, while Fuel, Motoring (excluding Fuel), and Hardware & DIY categories showed declines.

Looking ahead, Barclays projects consumer spending to grow 1.7% year-on-year in the four weeks ending September 26, 2025, with discretionary categories expected to continue outperforming essentials.

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.