SP Angel Morning View: China likely to trump BHP offer for Anglo American

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

SP Angel Morning View: Gold pushes on again despite rising Treasury yields as focus turns to Powell today

SP Angel Morning View: Gold prices soar past record highs following Fed inflation gauge as Central Bank buying accelerates

SP Angel Morning View: Copper holds higher ground as markets look for US interest rate guidance

Hybridan Small Cap Feast - 22 Jan 24

22nd January 2024 @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 obje

SP Angel Morning View: 22% growth in EVs in 2024 should drive strong demand for battery metals

SP Angel Morning View: Metals steady as focus turns to US for key inflation data and rate guidance

SP Angel Morning View: Gold and copper push higher, dollar weakens as more Fed officials point to rate cuts

Hybridan Small Cap Feast - 02 Nov 2023

2nd November 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 obje

SP Angel Morning View: Gold climbs as Fed hints at potential end to interest rate tightening cycle

SP Angel Morning View: China moves to block exports of Li-ion graphite

LIBERUM: Shanta Gold: Another excellent quarter

Jersey Oil & Gas (JOG LN) - Full year 2023 results

JOG has released its results to the end of 2023, confirming a strong £10.5m cash holding number, and providing an update on progress towards FID on its Buchan development project.

Jersey Oil & Gas - Annual Results – We Remain Bullish

Jersey Oil & Gas provided its annual results for the year ended 31 December 2023, in which we believe the key interest relates to updates on the progress towards project sanction for the Buchan field.

Gulf Marine Services (GMS LN) - Further net debt reduction

GMS has announced an update on its net debt position, showing further reductions, as expected

Morning Note – 13 May 2024

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

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

Oil & Gas - Cavendish sector note

Diversified Energy, Hartshead Resources, 88 Energy, bp, Harbour Energy, PetroTal, Genel Energy, Kosmos Energy, Vaalco Energy, John Wood Group, Saudi Arabian Oil Company, Tethys Oil, Orcadian Energy, DNO ASA, Valeura Energy, Panoro Energy Source: FactSet, weekly change 07/05/2024-10/05/2024 Oil edged higher as key technical levels provided a floor for losses while investors digested a mixed US inventories report.  West Texas Intermediate rose 0.3% to settle above $79 a barrel after a monthlong sl

Share buyback announced

TENNYSON Energy Research - i3 Energy - Out of the woods

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TENNYSON Morning news – Diversified Energy – Solid Q1s; midstream efficiencies

LIBERUM: Caledonia Mining: Blanket's good start continues; FY24 guidance reiterated

LIBERUM: Sylvania Platinum: PGMs remain in deficit

Sierra Madre Gold & Silver: Financing Secured Progressing To Restart

Sierra Madre Gold & Silver Ltd (SM CN) has announced that it has agreed terms and drawdown on a US$5m loan facility lent by First Majestic Silver (FR CN) its major shareholder, to aid finalising a production restart at 350tpd. Currently test production is anticipated to commence in H2 2024 with commercial production in early 2025. This aligns with the terms of the loan of two years and a 15% coupon compounded monthly. The coupon becomes payable after six months, however, accrued and unpaid inter

DEC Q1 Trading Update

DEC has reported a Q1 Trading Update that is in line with expectations and we maintain our FY24 estimates.

International Paper: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (02/23)

Despite high inflation and declining demand in the second half of the year, International Paper managed a fair result. Despite the strong marketing efforts, the company failed to meet the revenue expectations of Wall Street. However, its decent operational execution resulted in an earnings beat. International Paper has made strategic investments to support the profitable development potential across its Industrial Packaging business. Over the next few years, the management is expected to continu