SP Angel Morning View: Gold $2,475/oz surges as dollar falls after September Fed rate cut priced in

PANMURE LIBERUM: Commodity snapSHOT: Gold’s rate sensitivity, re-emerges

LIBERUM: Capex Cycle: Miners' spending continues to lift

SP Angel Morning View: Gold resilient as US interest rates climb on long-term inflation concerns

LIBERUM: Restocking Indicator back to BUY: Anglo American preferred play

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

SP Angel Morning View: China rate cut to stimulate new demand and support housing market

SP Angel Morning View: Chinese GDP hits official target despite 20% fall in new housing starts and falling property prices

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

SP Angel Morning View: Expect metals to run as Fed indicates lower rates on lower inflation

LIBERUM: Restocking Indicator still says BUY: Equities lift too

LIBERUM: Restocking Indicator stays on BUY: Inventories tight, consumption robust

SP Angel Morning View: Copper climbs on better-than-expected Chinese GDP although property sector remains a drag

Tlou Energy (TLOU) - Q4 update

Tlou has released its Q4 update, reporting ongoing progress during recent months on its Lesedi CBM gas-to-power project in Botswana, with first electricity sales continuing to be targeted for 2024.

i3 Energy* (I3E LN): Initiation - A solid platform for E&P growth in Canada

i3 Energy is an AIM and TSX-listed oil and gas company with a diversified 20kboe/d production base onshore Canada, which offers UK investors attractive exposure to North American E&P themes. The Company's production growth strategy is sensibly hedged to pivot between acquiring producing assets when commodity prices are low and to invest in its low-risk drilling inventory when prices are high.

i3 Energy - 2024 Guidance: Consolidation for Growth

i3 Energy announced that its 2024 guidance consists of expectations to drill 10.5 net wells (7.6 net wells in Central Alberta, 1.9 net wells in Simonette and 1.0 net wells in the Clearwater play) with 85% of capex allocated to the second half of the year. Total capex expenditure for the year is guided at $US 50.9m. The company indicated that it intends to commence pad drilling of its Montney acreage in Q1 2025 and we perceive the company is bulking up for that significant growth opportunity for

i3 Energy (I3E LN) - Sweet as maple syrup

I3E is a UK and Canada listed E&P company, with a significant producing asset position onshore Canada in Alberta.