LIBERUM: Capex Cycle: Miners' spending continues to lift

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

SP Angel Morning View: Gold and copper prices pause in latest rally as Fed prepares for rate cuts

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

SP Angel Morning View: Gold prices soar over $2,200/oz as Fed Chair Powell reiterates rate cuts this year

SP Angel Morning View: Metals rally as traders continuing buying following surprise China rate cut

Hot Off The Wires - The Day Ahead

Today's news and views, plus announcements from: RIO, QLT, HOC, EZJ, ABDN, JDW, & MEN.

SP Angel Morning View: Metal prices rangebound as market digests impact of Red Sea attacks

Hot Off The Wires - The Day Ahead

Today's news and views, plus announcements from: RIO, OCDO, VOD, EXPN, SPT, PDL, THG, CARD, WISE, & Panmure Liberum Merger.

SP Angel Morning View: China lithium stocks rally on prospects for market rebound

Hot Off The Wires - The Day Ahead

Today's news and views, plus announcements from: BATS, RIO, MSLH, REDD, TUI, IQG, LIKE, YCA, SERE, & TEG.

SP Angel Morning View: Gold powers through $2,100/oz on outlook for Fed rate cuts

LIBERUM: Restocking Indicator still says BUY: Equities lift too

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

SP Angel Morning View: Gold prices muted as US earnings season pace picks up

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.

Things lining up nicely…

In last couple of weeks, besides its 2023 annual results, Aminex also provided an update on two important developments for the company.

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

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

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

TENNYSON Energy Research - i3 Energy - Out of the woods

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TENNYSON Morning news – Afentra PLC – Azule Government approval, Punja tax boost

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

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

LIBERUM: Sylvania Platinum: PGMs remain in deficit

DEC Q1 Trading Update

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