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

SP Angel Morning View: Gold breaks record high as market waits for Jackson Hole for Fed guidance

SP Angel Morning View: Gold recovers on greater volatility in global equity and US Treasury markets

SP Angel Morning View: Gold soars as US Treasury yields slump on weak US labour data as recession concerns mount

SP Angel Morning View: Copper price ($9,180/t) weakness persists amid wider metals sell off on China disappointment

Hybridan Small Cap Feast 11 July 2024

Dish of the day Admissions: Rosebank Industries (ROSE.L) has joined the AIM Market today. The Company's market capitalisation (at the Placing Price of 250p) is £50m. Net proceeds of the issue are £49m. Rosebank is a newly incorporated company established to acquire businesses whose performance the Directors believe can be improved so as to create shareholder value. The Rosebank Co-Founders were previously members of the senior management team of Melrose, a FTSE100 company which is listed on the

SP Angel Morning View : Tin prices rise as tin inventories fall 40% year to date

SP Angel Morning View: Iron ore prices hold despite weak China property construction data

SP Angel Morning View: Copper prices strengthen as US market tightens again following short squeeze

SP Angel Morning View: Gold pushes higher as rate cut optimism resurfaces as labour market cools

Savannah Resources* (SAV LN) 3.5p, Mkt Cap £64m – Major rerating catalysts due over the next 12 months

SP Angel Morning View: Copper holds below $10,000/t as China physical demand indicators pick up

Hybridan Small Cap Feast - 15 April 24

15th 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: Change of Market: TheWorks (WRKS.L) a multi-channel value retailers of books, arts and crafts, stationery, toys and games, offering customers a differentiated propositio

SP Angel . Morning View . Copper prices hold higher as China processing fees fall below $0/t amid low feedstock availability

SP Angel Morning View: Gold $2,363/oz continues to surge as hedge funds extend bullish positions

Morning Note – 7 October 2024

PetroTal (PTAL LN) - Q3 operations update

PetroTal has released its Q3 operations update, reporting a strong production performance and expectation of being towards the top end of full year 2024 production guidance. Development drilling at Bretana continues, the Block 131 acquisition is nearing completion, and there is also an update on the test exports via Ecuador.

Afentra - Off to the races

Following the successful completion of Afentra’s third acquisition in Angola, the company now holds a meaningful 30% non-operated interest in producing Block 3/05 and a 21.33% non-operated interest in development ready Block 3/05A. The result is a significant new African independent company, with c6,700bopd of production and 52mmbbls of 2P+2C reserves and resources, backed by material cash flow and a strong balance sheet. With a portfolio of both near-term, low-cost, short-cycle growth opportuni

PetroTal Corp (AIM: PTAL): Production and cash well above expectations

• 3Q24 production was 15,160 bbl/d. This is well above expectations of 13 mbbl/d. While the river levels were at record lows, PetroTal has maximized the barge fleet capacity during the quarter. • Production during the first week of October was 10.7 mbbl/d. With the end of the dry season in sight, production is expected to return to capacity by mid-November, • As a result, FY24 production is expected to be at the top end of the 16.5-17.5 mbbl/d guidance. • Petrotal held US$133 mm in cash (US$121

Oil & Gas - Cavendish sector note

Savannah Energy, Empyrean Energy, Seascape Energy Asia, Touchstone Exploration, Petrofac, Capricorn Energy, Challenger Energy, Block Energy, Enwell Energy, SDX Energy, Petro Matad, Serica Energy, TotalEnergies, Valeura Energy Source: FactSet, weekly change 30/09/2024-04/10/2024 Oil pared gains after President Joe Biden sought to discourage Israel from attacking Iran’s oil fields. West Texas Intermediate rose 0.9% to settle above $74 a barrel on Friday, after earlier surging as much as 2.5%. Crud

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

Coringa PEA

SP Angel Morning View: Rio Tinto in discussions to potentially acquire world's third largest lithium producer

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

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.

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

Petro Matad (MATD LN) - Heron updates; Gobi Bear-1 initial drilling result

Petro Matad has announced various operational updates. These include an important regulatory permission for permanent Heron production facilities; further progress on Heron offtake agreements; preparations for Heron-2 well testing and targeted 2024 production; and an initial result from the Gobi Bear-1 exploration well, where further analysis will be required preparatory to potential flow testing.

Allenby Capital: Panthera Resources - Update

GreenX Metals (GRX:ASX/LSE) has recently announced the successful conclusion of litigation relating to an international arbitration claim against the Republic of Poland under the Australia-Poland Bilateral Investment and Energy Charter Treaties. The compensation awarded by a tribunal of £252m followed a well-established procedure under the auspices of the United Nations Commission on International Trade Law Rules (UNCITRAL) rules. The original claim brought by GreenX related to actions by the Po

PANMURE LIBERUM: Ferrexpo: Challenges Continue

Morning Note – 30 September 2024