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Cora Gold Limited (LSE:CORA) has announced a conditional strategic financing of up to £15.7m, comprising a proposed £13.7m subscription from Singapore-based Eagle Eye Asset Holdings at 6p per share and a planned retail offer of up to £2m for existing shareholders at the same price. If fully completed, the transaction could result in Eagle Eye holding up to 29.9% of Cora’s enlarged share capital.

The investment is subject to several conditions, including shareholder approval, a satisfactory legal title opinion on the company’s Malian assets, and the admission of the new shares to AIM, which is targeted for early April. The fundraising represents a significant step in strengthening Cora’s capital base as it advances its lead asset.

Funds raised are intended primarily to progress the Sanankoro Gold Project in southern Mali toward development and production, alongside continued exploration across the company’s wider permit portfolio and general working capital. The financing builds on momentum generated by the completion of a Definitive Feasibility Study in 2025, marking Sanankoro’s transition from evaluation into the development phase.

Beyond the capital injection, the deal introduces a new strategic cornerstone shareholder with prior exposure to Malian gold projects. A relationship agreement includes the proposed appointment of Aryann Gupta as a non-executive director representing Eagle Eye, while discussions are ongoing around a broader project finance package that could further reduce development risk and support construction at Sanankoro.

More about Cora Gold

Cora Gold Limited is a West Africa-focused gold development company with advanced and de-risked assets in Mali and Senegal. Its principal focus is the Sanankoro Gold Project in the Yanfolila Gold Belt of southern Mali, which is being advanced toward an open-pit oxide gold operation by a management team with a strong track record in large-scale gold discoveries and mine development.

Cornish Metals (LSE:TIN) has reported continued progress at its South Crofty tin project, with underground and surface activities advancing in tandem as the company works toward a planned mid-2028 return to production. Recent milestones include completion of refurbishment at the New Cook’s Kitchen mid-shaft pump station, the resumption of shaft refurbishment and dewatering, and ongoing development at the 25 level to put in place essential rock-handling infrastructure while supporting miner training.

The development schedule has been refined, with management bringing forward pre-production work on the 290 level to the third quarter of 2026. This adjustment is expected to improve ventilation access through the Roskear shaft and allow underground drilling to begin earlier, while leaving the targeted date for first tin production unchanged. On the surface, excavation for the pre-concentration plant is under way, alongside construction of the Bartles Foundry workshop and Mine Dry facilities, and early works at the Roskear ventilation shaft.

In parallel, the company is preparing a March 2026 exploration drilling programme aimed at expanding the South Crofty mineral resource. Cornish Metals also confirmed that a previous option agreement with Cornish Lithium has now expired.

More about Cornish Metals

Cornish Metals is a mineral exploration and development company focused on advancing the South Crofty underground tin project in Cornwall, UK. The historic mine hosts one of the highest-grade undeveloped tin resources globally and is fully permitted for underground mining and new processing facilities, positioning the company as a potential first primary tin producer in Europe or North America with a relatively low environmental footprint.

BRCK Group PLC (LSE:BRCK) has completed a name change from Brickability Group PLC to BRCK Group PLC, a move intended to better represent the breadth of its activities across the construction products and services supply chain. The new branding is designed to establish a unified, scalable group identity while retaining the individual names, specialist focus, and market reputations of its operating subsidiaries.

Trading under the new company name on AIM is scheduled to begin on 10 February 2026. The share ticker BRCK and all existing security identifiers remain the same, and there is no impact on shareholder holdings or share certificates. The change is therefore positioned as a strategic branding initiative rather than a structural or corporate reorganisation, helping to clearly differentiate the parent group from the Brickability operating subsidiary.

From a performance perspective, the group presents a mixed outlook. Strengths include resilient revenue growth and an attractive dividend yield, supported by a solid balance sheet. These positives are tempered by ongoing pressure on profitability and cash flow, alongside bearish technical indicators. Recent corporate actions and strategic initiatives add a constructive element, pointing to longer-term growth potential despite near-term challenges.

More about BRCK Group PLC

BRCK Group PLC, formerly Brickability Group PLC, is a leading supplier of specialist products and services to the UK construction sector. The group operates through four divisions spanning bricks and building materials, importing, distribution, and contracting. Its capital-light, decentralised model is supported by a strong balance sheet and a workforce of more than 800 people, focused on delivering complex construction supply solutions and supporting sustainable development.

Seraphim Space Investment Trust (LSE:SSIT) reported accelerating momentum across its portfolio in its January 2026 update, with a number of investee companies landing significant commercial and defence-related wins, fresh funding rounds, and key technical breakthroughs. Portfolio businesses including ICEYE, LeoLabs, D-Orbit, Voyager Technologies, Xona, Tomorrow.io, Pixxel and Astroscale continue to advance capabilities spanning SAR imaging, space domain awareness, in-orbit manufacturing and servicing, and commercial Earth observation.

The update also points to a broader recovery in the global space investment cycle. Seraphim’s Space Index recorded a record level of funding activity during 2025, alongside landmark industry developments such as the proposed $1.25tn SpaceX–xAI merger. Against this backdrop, SSIT has been increasing its own market profile through expanded media engagement, industry events, and enhanced investor-facing content via platforms such as Curation Connect, reinforcing its role as a core participant in the rapidly scaling space economy.

Despite the operational progress, the trust’s outlook continues to be constrained by weak earnings quality and limited cash generation, even as it maintains a notably conservative balance sheet. From a technical perspective, the share price trend remains strong but appears stretched. Valuation metrics also look demanding, with a high earnings multiple and no stated dividend, though these concerns are partly balanced by a steady stream of positive portfolio news led by major defence-related contract awards.

More about Seraphim Space Investment Trust Plc

Seraphim Space Investment Trust Plc is a London-listed investment company dedicated to the SpaceTech sector. It focuses on early- and growth-stage businesses developing satellite constellations, in-orbit services, Earth observation capabilities, and space-based data and infrastructure, targeting applications across defence, climate monitoring, connectivity, and emerging space-enabled digital services worldwide.

Panther Metals (LSE:PALM) has completed a £1.19m fundraising after a heavily oversubscribed placing of 1.7m new shares priced at 70p. The issue represents roughly 24.3% of the company’s existing share capital and was completed at a small discount to the prevailing market price. The placing attracted strong demand from both new and existing institutional investors, bolstering the company’s balance sheet ahead of a proposed dual listing in North America.

The capital raised will be directed toward accelerating drilling at the Wishbone VMS discovery within the Obonga Project, progressing feasibility studies at the Winston tailings project for the recovery of multiple high-value metals, and carrying out magnesium-focused metallurgical test work on Dotted Lake core samples. A portion of the proceeds will also be allocated to general working capital.

Management views the financing as a key enabler to fast-track development across its Canadian portfolio, reinforcing an exploration-driven growth strategy while improving Panther Metals’ positioning within the critical minerals and gold exploration sectors.

From a market perspective, the company’s outlook continues to be weighed down by its pre-revenue status, ongoing losses, and cash burn, resulting in a valuation profile dominated by negative earnings metrics and the absence of dividend visibility. These factors are partially offset by supportive technical signals, including a strong trend relative to moving averages, although an overbought RSI suggests near-term caution.

More about Panther Metals Plc

Panther Metals plc is a London-listed mineral exploration company focused on base, precious, and critical metals projects in Canada, with a particular emphasis on Ontario. Its asset portfolio includes the Obonga Project targeting volcanogenic massive sulphide and critical minerals, the Dotted Lake gold project near the Hemlo mining camp, and the Winston tailings project, all located within established mining regions supported by strong infrastructure.

U.S. equity futures were pointing to a higher open on Friday, signaling a potential rebound after stocks slid sharply over the past several sessions.

Some investors appear ready to step back into the market, picking up shares at cheaper valuations following the recent technology-driven selloff that dragged the Nasdaq to its lowest close in more than two months. Still, trading could be relatively quiet after the U.S. Labor Department postponed the release of its highly anticipated monthly jobs report until next Wednesday.

Any upside may be restrained by lingering unease over heavy spending on artificial intelligence, alongside a steep premarket drop in Amazon (NASDAQ:AMZN). The e-commerce and cloud computing giant was down about 8.5% ahead of the opening bell after reporting slightly weaker-than-expected fourth-quarter earnings and unveiling capital expenditure plans for 2026 that far exceeded market expectations.

“All the hyperscalers are competing to win the AI race, for which the prize could be significant,” said Russ Mould, investment director at AJ Bell. “However, investors are being asked to countenance enormous amounts of cash going out the door in service of this goal.”
He added, “With the exact direction and trajectory of artificial intelligence still uncertain there is understandable concern that this money could be wasted.”

Wall Street suffered broad losses on Thursday, extending the choppy tone seen a day earlier. Technology shares led the decline, with the Nasdaq sliding to its weakest close in over two months.

Although the major indices pared some losses before the close, they still finished decisively lower. The Nasdaq fell 1.6%, the S&P 500 dropped 1.2%, and the Dow Jones Industrial Average also lost 1.2%.

Pressure on tech stocks was compounded by a sharp fall in Qualcomm (NASDAQ:QCOM). The chipmaker sank 8.5% after delivering better-than-expected fiscal first-quarter results but issuing disappointing guidance for the current quarter.

Alphabet (NASDAQ:GOOG), the parent of Google, also weighed on sentiment. While it recovered from earlier lows, the stock still ended down 0.5% after the company reported solid fourth-quarter results but flagged a substantial increase in capital spending planned for 2026.

Recent sessions have seen technology stocks retreat sharply as investors reassess stretched valuations and the longer-term returns from AI-related investments.

On the economic side, data from the Labor Department showed first-time claims for U.S. unemployment benefits jumped far more than expected in the week ended January 31. Initial claims rose to 231,000, up from 209,000 the prior week and well above forecasts for around 212,000, marking the highest level since early December.

A separate report also showed U.S. job openings unexpectedly fell in December to their lowest level in more than five years.

Sector performance was broadly negative on Thursday. Gold mining shares tumbled alongside a drop in bullion prices, sending the NYSE Arca Gold Bugs Index down 6.3%. Software and computer hardware stocks also sold off heavily, with their respective indices falling more than 4%.

Oil service stocks weakened as crude prices slid, while financials, retailers and pharmaceutical names also posted notable declines, leaving most major sectors under pressure by the end of the session.

Flowtech Fluidpower (LSE:FLO) has received shareholder approval for a package of resolutions that unlocks fresh funding, clears the path for a planned acquisition and reshapes its capital base.

Flowtech Fluidpower said all proposals were passed at its general meeting, enabling the company to move ahead with a £9 million institutional placing alongside a £0.6 million retail offer. The enlarged share capital is expected to be admitted to trading on AIM on 9 February 2026.

The vote also satisfies the final shareholder condition linked to Flowtech’s proposed acquisition, which is expected to complete once the placing proceeds are received. In parallel, investors approved a capital reorganisation that will subdivide each existing 50p ordinary share into a 5p voting ordinary share and a 45p deferred share. Following the reorganisation, Flowtech will have approximately 81.4 million ordinary shares in issue, a step intended to simplify the group’s capital structure and support future fundraising and growth initiatives.

From a market standpoint, Flowtech’s shares continue to reflect underlying financial pressures, particularly around profitability and recent revenue trends. Technical indicators remain bearish, but recent corporate developments are seen as supportive, pointing to improving revenue momentum and a stronger sales pipeline. Valuation metrics remain challenging, however, given the company’s negative earnings profile and lack of dividend support.

More about Flowtech Fluidpower

Flowtech Fluidpower is an AIM-quoted specialist distributor and engineering services provider focused on hydraulics, pneumatics and process engineering solutions. The group serves industrial customers across the UK, Ireland and the Benelux, supplying components, systems and technical expertise to a broad manufacturing and processing client base.

AEW UK REIT (LSE:AEWU)has reported another quarter of robust performance, underpinned by disciplined asset management, counter-cyclical investing, and a long-standing value-led strategy. In a challenging environment for UK real estate, the company posted earnings of 2.36 pence per share alongside a NAV total return of just over 2%, extending its record of consistent delivery.

Speaking on The Watchlist, Laura Elkin, Portfolio Manager at AEW UK REIT, attributed the outperformance to the REIT’s sector-agnostic, value-focused approach.

“We are stock pickers and asset managers first and foremost,” Elkin said. “Being sector-agnostic allows us to look across the whole UK commercial property market and make counter-cyclical purchases and disposals. That’s how we’ve generated strong returns over the last ten and a half years.”

Asset Management Driving Income Growth

A core pillar of AEW UK REIT’s success has been active asset management. The company had achieved 11 consecutive quarters of valuation uplift and three years of income growth, even as the broader UK real estate market has remained relatively flat.

Much of this performance has been driven by hands-on initiatives such as refurbishments and lease restructuring. With projects like the Queen Square refurbishment underway, AEW UK REIT continues to focus on enhancing income and long-term shareholder value.

Elkin noted that this strategy is paying off:

“The income growth and valuation gains we’re seeing are predominantly coming from our hard work in active asset management. That’s what really excites me about the future performance of the portfolio.”

Capital Available for Attractive Buying Opportunities

Following the recent disposal of the Hitchin asset, AEW UK REIT now has approximately £6.8 million of capital available for reinvestment. According to Elkin, the current market offers compelling opportunities for value investors.

“Average commercial property values are at their lowest point since our IPO. That presents a lot of attractive buying opportunities, and we’re excited to take advantage of those to drive future value.”

This counter-cyclical positioning allows the REIT to deploy capital when pricing is most advantageous, reinforcing its long-term strategy.

High Income and Disciplined Capital Recycling

AEW UK REIT has also been able to reissue treasury shares at a premium to NAV, something few UK REITs have managed recently. Elkin believes this reflects strong investor confidence, driven by two key factors: income and capital discipline.

Firstly, the REIT has paid one of the highest dividends across UK diversified REITs for over a decade.

“We’ve delivered a consistently high level of income for ten and a half years. That consistency is being recognised in our share rating,” she said.

Secondly, the company actively recycles capital. Once an asset has reached the end of its business plan and its value has been maximised, AEW UK REIT looks to sell and reinvest.

“We crystallise profits and redeploy the capital into new opportunities. I think that gives the market greater confidence in our net asset value,” Elkin added.

Positioned for the Next Phase of Growth

With a proven strategy, strong income credentials, and capital ready to deploy into a value-rich market, AEW UK REIT appears well positioned to continue delivering for shareholders, even as the broader UK property sector remains under pressure.

As Elkin concluded, the combination of active asset management, disciplined capital recycling, and counter-cyclical investing remains central to AEW UK REIT’s ability to outperform over the long term.