SP Angel Morning View: Iron ore limit up as China stimulates further over the weekend, boosting sentiment

SP Angel Morning View: Gold slides as Treasuries pare gains after NFP-fuelled rally

Hybridan Small Cap Feast - 4 July 2024

4th July 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: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 24th June 2024: Rosebank Industries: The Company aims to repeat the successful 'Buy, Improve, Sell' business model which the Rosebank Co-Founders implemente

SP Angel Morning View: Iron ore continues to rise as traders look to restocking amid China growth optimism

Hybridan Small Cap Feast - 22 Sep 23

22th September 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment ob

Hybridan Small Cap Feast - 09 Jun 23

9th June 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv

Hybridan Small Cap Feast 16-09-2022

*A corporate client of Hybridan LLP ** Arranged by most recent first *** Alphabetically arranged Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Independent Living REIT plc, intends to float on the Premium Segment of the Main Market. The Company's investment objective is to address the shortage of high-quality supported housing, delivering capital growth and inflation-linked income returns for its investors whilst providing

Hybridan Small Cap Feast 07/03/22

Altus Strategies 54p £63.4m (ALS.L) Altus Strategies announces the appointment of Mr Gérard De Hert as a non-executive director of the Company, effective immediately. Mr De Hert is Managing Director (Technical Services) at La Mancha Holding S.àr.l. His appointment is in accordance with the terms of the Strategic Investment Agreement between La Mancha and the Company (SIA) approved by shareholders on 18 February 2020 (see Company announcement of 19 February 2020). Under the terms of the SIA, La M

Small Cap Feast 26/01/2022

Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Strip Tinning Holdings, an established supplier of specialist connectors to the automotive sector, intends to join AIM. Strip Tinning manufactures specialist flexible electrical connectors related primarily to heating and antennae systems embedded within automotive glazing and to the connection of the cells within electric vehicle (EV) battery packs, increasingly using flexible and lightweight printed circui

Hybridan Small Cap Feast 11-01-2022

Joiners: Electric Guitar (ELEG.L) was established in 2021 through the issue of shares to the founders as a special purpose acquisition vehicle which will seek an acquisition target in the digital media sector. The Company intends to act as a consolidator and operator in the digital advertising market. The Company has today joined the Main Market. £1.2m raise. Mkt cap £1.74m. Leavers: Amryt Pharma has left AIM. Its American Depositary Shares remain trading on NASDAQ. What’s cooking in the IPO kit

SP Angel Morning View:

Beowulf Mining* (BEM LN) – Beowulf's Grafintec jv to site battery anode graphite production in GigaVaasa area Bluejay Mining* (JAY LN) – Mineralised zones intersected in drilling at Enonkoski Central Asia Metals (CAML LN) – Q4/21 production and CY22 guidance Katoro Gold (KAT LN) – Drill mobilisation underway at Haneti Power Metal Resources* (POW LN) Phoenix Copper* (PXC LN) – Acquisition of royalty Pure Gold (PUR LN) – Introduction of further Covid19 containment measures Talon Metals C

Hybridan Small Cap Feast 08/112021

Joiners Silverwood Brands (AQSE:SLWD) an investing company established to identify investment opportunities including, but not limited to, in the foods, organic food, wellness, lifestyle and leisure sectors, targeting admission has joined the AQSE Growth (Access) raising £1.03m. Leavers French Connection has left the Main Market (Premium) following a takeover. What’s cooking in the IPO kitchen? Ashtead Tech, subsea equipment rental and solutions provider for the global offshore energy sector to

Hybridan Small Cap Feast 10-09-2021

Joiners No joiners today. Leavers No leavers today. What’s cooking in the IPO kitchen? Petershill Partners, Expected Intention to Float on the London Stock Exchange. Petershill Partners, a leading investment group providing bespoke capital and strategic solutions to some of the world's best performing alternative asset management firms. Petershill Partners today comprises minority investments in 19 high-quality Partner-firms, previously held in private funds managed by Goldman Sachs Asset M

Small Cap Feast: 04/05/21

Dish of the day East Star Resources plc, a company formed for the purpose of undertaking an acquisition or acquisitions of a majority interest in a company, business or asset has joined the Main Market (standard). The Company intends to focus on opportunities in the natural resources sector. In connection with Admission, the Company is expected to raise gross proceeds of £1.98m. Off the menu No Leavers Today. What’s cooking in the IPO kitchen? Voyager Life, the health and wellness company e

SP Angel Morning View: Base metals rise as gold pulls back ahead of the US payrolls

Altus Strategies* (ALS LN) – BUY, Target 118p – Diba gold project Community Development Programme implementation progress Castillo Copper (CCZ LN) – Plan to spin-off Broken Hill assets in ASX IPO Centamin (CEY LN) – H1 delivers almost US$60 after-tax profit Glencore (GLEN) – Glencore looks forward to positive future on post-Covid stimulus and growing decarbonisation initiatives Jubilee Metals Group (JLP LN) – Jubilee Reports 178% earnings increase for FY 2021 Katoro Gold (KAT LN) – Some pot

Ango Asian Mining* (AAZ LN) - FLASH NOTE - Gedabek is ready to restart with Demirli to upgrade growth profile

SP Angel Morning View: Chinese shut additional high-cost lithium mines in Zimbabwe

Oriole Resources* (ORR LN) – FLASH NOTE – Abundant gold in Mbe trenching

Oriole Resources is an AIM-quoted gold exploration company holding an expansive suite of prospective gold licences across West and Central Africa, with a particular focus in Cameroon, a deeply under-explored and recently reformed mining jurisdiction. The Company provided an update for its 80% owned Mbe gold project in Cameroon, where Oriole is free-carried as BCM International earns up to 50% of the project.

Valeura Energy (TSX: VLE): Another strong quarter

• 3Q24 production was 22.2 mbbl/d. This is well above our conservative forecast of 20.4 mbbl/d that incorporated more provisions for downtime and steeper declines. All the assets appear to be performing very well. • Production in September was 26.4 mbbl/d. This is above the already high rate of 26.2 mbbl/d announced at the end of August. • Valeura held US$156 mm in cash at the end of September. This was very close to our forecast of US$162 mm. However, the 3Q24 revenue and cash position at the e

Jubilee Metals (JLP LN) - Audited results for FY24 (June)

Jubilee today announces its audited results for FY24 which ended in June. Revenues rose to $205.4m from $170.9m in FY2023 (Zeus estimate was $208.8m). Group EBITDA fell to $27.7m from $29.8m (Zeus $26.6m) with eps falling from 0.58c/sh to 0.21c/sh (0.3c/sh). Capex fell to $36.9m from $65.9m with gross cash at the end of the period at $19.3m from $15.9m at the end of June 2023. Chrome is now poised to take on more of a roll in operating cash flow and profits as the Thule plants are brought on str

PANMURE LIBERUM: Commodity redEYE: Peak conviction, instantly restored

SP Angel Morning View: Gold edges higher as Russian Ministry of Finance plans to boost precious metals purchases in 2025

American West Metals (AW1 AU) – Suspension Anglo Asian Mining* (AAZ LN) – Agitation leaching plant production resumed Barrick Gold (GOLD US) – Agreement reached with Mali government Caledonia Mining* (CMCL LN) – Solar power plant at the Blanket mine, Zimbabwe Cobra Resources (COBR LN) – Bench scale test results from Boland project, South Australia Ionic Rare Earths (IXR AU) – UK funding for REE recycling business Orosur Mining* (OMI LN) –Annual results and share placing Power Nickel (PNPN

Record Q3

Amelio Energy acquisition

Allied Gold: $192.2m fund raising to support Kurmuk development and Sadiola expansion

Allied Gold (“Allied”) has announced a fully underwritten equity raise of C$192.2m through the issue of 62m shares at a price of C$3.10/share, excluding a 15% greenshoe option granted to the Underwriters. Closing is expected to occur on or about 8 October. The funds will be principally used to fund the development of the Kurmuk mine in Ethiopia and phased expansion of Sadiola in Mali, which should drive a doubling of production between 2023 and 2029 to almost 730koz, with a 40% decline in AISC t

Morning Note – 30 September 2024

Hybridan Small Cap Feast - 4 October 2024

Dish of the day Admissions: None Delistings: None What’s baking in the oven? ITF announced:*** Potential** Initial Public Offerings: 30th September 2024: Applied Nutrition, the sports nutrition, health and wellness brand announced that it is considering an £500m IPO onto the LSE Main Market. Across the four ranges, the Group sells approximately 100 different products, with flavour and format combinations across those products resulting in over 500 stock keeping units. July 2024 YE numbers report

Hybridan Small Cap Feast - 17 April 24

17th April 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 Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi

Market headwinds persisting

Oil & Gas - Cavendish sector note

Chariot, Jersey Oil & Gas, 88 Energy, Hartshead Resources, Capricorn Energy, Pharos Energy, Star Energy, Petro Matad, Prospex Energy, Sound Energy, Nostra Terra Oil & Gas, i3 Energy, Jadestone Energy Source: FactSet, weekly change 16/09/2024-20/09/2024 Oil closed little changed after a day of choppy trading as tensions in the Middle East ratcheted higher while the boost from Federal Reserve’s steep interest-rate cut faded. West Texas Intermediate settled below $72 a barrel while Brent settled ab