SP Angel Morning View: Gold resumes uptrend as job openings and Fed beige book boost recession trades

SP Angel Morning View: Commodities drift ahead of US inflation data today and US holiday next week

BeMetals* (BMET CN) – C$7m placement to fund drilling program to extend newly discovered mineralisation at Pangeni Eurasia Mining* (EUA LN) – Annual accounts update and suspension Keras Resources* (KRS LN) – Keras starts to commission the integrated granulator plant at its Delta processing facility in Utah Lundin Mining (LUN CN) – Speculation over a potential sale of zinc operations in Sweden and Portugal

SP Angel Morning View: Copper and gold pull back as Fed pushes back rate cut expectations

SP Angel Morning View: Gold touches $2,300/oz following Powell's reiteration of rate cuts this year

SP Angel Morning View: Uranium equities rally as US Energy Department looks for supply

SP Angel Morning View: Base metals continue to post modest gains despite Moody's cut on China property outlook

SP Angel Morning View: Uranium prices jump higher as Niger coup leader threatens French uranium supply

SP Angel Morning View: Base metals head for best week in six months on US$ weakness

BeMetals* (BMET CN) – Kato gold project hosts corridor of gold mineralisation in Japan Strategic Minerals* (SML LN) – Progress report highlights critical minerals potential for Redmoor tin, tungsten project in Cornwall Savannah Resources* (SAV LN) – Over £6m raised in equity placing to progress the Barroso Lithium Project

SP Angel Morning View: China bans export of key metals in Semiconductor retaliation

SP Angel Morning View:Gold falls as prospects for US Fed rate rise strengthens dollar

SP Angel Morning View: Copper prices gain despite stronger US data supporting higher rates for longer

SP Angel Morning View: Copper prices power through to $9,084/t as economists look for renewed China growth

Atlantic Lithium* (ALL LN) – Final assay results received ahead of expected MRE upgrade Arkle Resources* (ARK LN) – Identification of Lithium-bearing pegmatites in Mine River Block, Ireland BeMetals* (BMET CN) – Latest drilling results from the Kato gold project, Japan continue to extend the mineralised footprint Beowulf Mining* (BEM LN) – £250k investment in Vadar Minerals Empire Metals* (EEE LN) – Exploration underway at Pitfield and Eclipse-Gindalbie Project First Quantum Minerals (FM C

SP Angel Morning View: Gold trades higher on lower US$ as risks of direct NATO/Russia confrontation subsides

Anglo American (AAL LN) – De Beers reports continuing strength in rough diamond demand Atlantic Lithium* (ALL LN) – Vince Mascolo Shortlisted for 'Mining CEO of the Year Award' BeMetals* (BMET CN) – Core drilling underway at Pangeni, Zambia Beowulf Mining* (BEM LN) – Kallak North Scoping Study on track for Q4 completion East Star Resources (EST LN) – 1,000m of RC drilling completed at the Talairyk HREE Project testing historical data Libero Copper & Gold (LBC CN) – Soil sampling expands p

SP Angel Morning View: Hawkish Fed comments send US$ higher weighing on risk sentiment

Atlantic Lithium* (ALL LN) – PFS demonstrates fantastic potential of Ewoyaa project BeMetals* (BMET CN) – Success at Hokkaido extends initial drill campaign Bluejay Mining* (JAY LN) – Interims highlight progress across Greenland portfolio Great Western Mining (GWMO LN) – Drill results from OMCO Mine, Olympic Gold Project, Nevada KEFI Gold and Copper* (KEFI LN) – Meeting with key local stakeholders at Tulu Kapi Power Metal Resources* (POW LN) – Drilling commences at Molopo Farms Scotgold

SP Angel Morning View: Strong US employment raises risk for higher rates as US looks to reduce inflation

Amur Minerals* (AMC LN) – Recommended $35m offer for the Kun Manie Project Anglo Asian Mining* (AAZ LN) – BUY – ~C$1m investment in Libero to maintain its 19.9% interest in copper explorer BeMetals* (BMET CN) – Major shareholder provides US$5m loan BHP (BHP LN) – Proposal to acquire Oz Minerals rejected by target East Star Resources (EST LN) – Additional rare-earth exploration licences in Kazakhstan Tertiary Minerals* (TYM LN) – Sale of Finnish royalties Tirupati Graphite (TGR LN) – £1.5m

Zeus Industrials Round-Up - 13 September 2024

The UK industrial sector continues to show promising signs of recovery, with manufacturing PMI reaching a 26-month high of 52.5 in August as all survey indicators but one expanded. Economic data has also been encouraging, with UK pay growth cooling to a two-year low and inflation rising only slightly in July – supporting the case for further interest rate cuts this year by the BoE.

PANMURE LIBERUM: Commodity snapSHOT: Met-Coal’s evolution, illustrated

AUCTUS ON FRIDAY -136/09/2024

AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C; Target price £0.40 per share: Anchois-3 encounters gas in the appraisal targets but one of the exploration target is dry – The Anchois-3 well has 3 objectives. While the initial pilot hole encountered the targeted reservoirs at the Anchois Footwall prospect, they were interpreted as water wet. Our ReNAV for this prospect was £0.03/sh. The well was sidetracked in the B sands which are the main appraisal targets. Prel

THE MONTHLY January 2020

The Office for National Statistics (ONS) is due to publish its most up-to-date survey on share ownership in mid-January, which identifies the beneficial owners and decision- makers of the stock market. Hardman & Co has worked together with the share analysis service, Argus Vickers, to jointly produce its own survey, which anticipates the conclusions of the ONS survey but goes into much greater detail. Our work does not use a sample of 200 quoted companies as the ONS historically has, but rather

Chariot Limited (AIM: CHAR): Anchois-3 encounters gas in the appraisal target but one of the exploration targets is dry

• The Anchois-3 well has 3 objectives. While the initial pilot hole encountered the targeted reservoirs at the Anchois Footwall prospect, they were interpreted as water wet. Our ReNAV for this prospect was £0.03/sh. • The well was sidetracked in the B sands which are the main appraisal targets. Preliminary interpretation indicates the presence of gas in these sands. Our unrisked NAV for the 2C resources is £0.27/sh. We carry 75% probability of development. • Drilling is ongoing towards the deepe

SP Angel Morning View: Gold hit a new high as investors look towards rate cuts

Arkle Resources* (ARK LN) – Drilling at Stonepark Block Endeavour Mining (EDV LN) – Commercial production at BIOX Expansion and Lafigue Greatland Gold (GGP LN) – Retail offer raises an additional £6.7m Kore Potash* (KP2 LN) – Interims Premier African Minerals (PREM LN) – Update on the Zulu lithium project

SP Angel Morning View: Copper prices rise alongside iron ore as China restocks

Gulf Marine Services (GMS LN) - Contract award and increased 2024 guidance

GMS has announced another new contract award, at a higher day rate, alongside an increase in the lower end of the 2024 EBITDA guidance range. This all continues to demonstrate the buoyant nature of the market for the company’s vessels.

DEC Interim results

DEC reported interims that showed stable underlying production, resilient EBITDA margin and strong cash generation.

SP Angel Morning View: Lithium equities rally on reports CATL has shut mining operations

Hybridan Small Cap Feast - 12 September 2024

12th September 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: None Delistings: None What’s baking in the oven? Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email enquiries@hybridan.com with “unsubscribe me”. Hybridan Chefs research@hybridan.com Banquet Buffet*** Andrad

Morning Note – 10 September 2024

Morning Note – 11 September 2024

6 key reasons to own GGP

Oil & Gas - Cavendish sector note

Chariot, 88 Energy, Afentra, Star Energy, Jadestone Energy, Pantheon Resources, Deltic Energy, Zephyr Energy, Energean, Equinor, Var Energi, TotalEnergies, Eni SpA, Repsol, Woodside Energy Group Source: FactSet, weekly change 22/07/2024-26/07/2024 Oil dipped as algorithmic traders took advantage of market uncertainty, while traders weighed Chinese demand against falling US stockpiles. West Texas Intermediate fell to settle near $77 a barrel, capping the largest weekly decline since the beginning