Share Talk Ltd

In this interview, Zak Mir speaks with Fulcrum Metals CEO Ryan Mee about the company’s progress in reprocessing a legacy gold mine in Canada, recent TR1 filings showing increased investor activity, and what lies ahead for the company.Fulcrum has boosted gold recovery from around 59% to over 70%, now also recovering silver, using a zero-cyanide, zero-waste process with six-hour leach times. Recent drilling has lifted gold-equivalent grades by 8% to 0.7 g/t, supporting a mineral resource estimate expected in early 2026.Fulcrum Metals has quietly been reshaping its story: moving from a conventional explorer to a technology‑led developer focused on recovering gold and critical minerals from historic tailings. Recent test results, shareholder activity and a tightening register have put the company on the map. Here’s what matters and why this transition could be significant for the company and the wider mining sector.Mining Indaba in Cape Town - from Feb 9–12.Fulcrum Metals’ senior management will be in Cape Town f

Zak Mir caught up with Howard White, Chairman of Hydrogen Utopia, to discuss the company’s strategy and progress in the fast-evolving hydrogen and clean energy space.The company pioneering leader in converting non-recyclable mixed waste plastics, tyres, and hazardous waste materials into hydrogen and carbon-free fuels, announces the signing of a Memorandum of Understanding (“MOU”) with Saudi Investment Recycling Company (“SIRC”), a wholly owned subsidiary of the Public Investment Fund of the Kingdom of Saudi Arabia.A practical route from waste plastics to sustainable aviation fuelHydrogen Utopia has taken a major step forward with a signed Memorandum of Understanding with the Saudi Investment Recycling Company (SIRC), a wholly owned subsidiary of the Kingdom of Saudi Arabia's Public Investment Fund. The agreement frames a clear industrial pathway: convert non-recyclable mixed waste plastics, tyres and hazardous wastes into syngas, turn that syngas into hydrogen, and then use a Fischer-Tropsch route to produc

Zak Mir talks to Ippolito Cattaneo, CEO of Ajax Resources, in the wake of the high-profile appointment of Elton L.S. Pereira, M.Sc., as Senior Geological Consultant, Brazil. They also discuss the value in the company’s burgeoning portfolio as gold approaches $5,000 an ounce.Ajax Resources PLC has appointed Elton L.S. Pereira as Senior Geological Consultant for Brazil, with the appointment set to take effect on completion of the acquisition of the Pereira Velho Gold Project, expected around 30 January 2026.Pereira, who led the original discovery of the project, brings more than 30 years of international exploration experience. He played a key role in defining an initial internal resource estimate of approximately 110,000 ounces of gold, based on drilling across just one-fifth of the project area.Following completion of the acquisition, Ajax plans to launch a new drilling programme of around 3,000 metres, targeting an initial resource of 350,000 ounces of gold. Management believes the project offers significan

Zak Mir talks to Colin Bird, Executive Chairman, Kendrick Resources, as the mineral exploration and development company, announces that it has entered into a binding and exclusive Option Agreement to acquire not less than 70% interest on terms to be agreed with Bonya Exploration Pty Namibia.Kendrick Resources Plc (LON: KEN) has entered into a binding and exclusive option agreement to acquire a minimum 70% interest in two rare earth exploration licences, EPL4458 and EPL6691, in Namibia. The exclusivity period runs until May 19, 2026.The licences, located southwest of Aus, have returned encouraging historical results, with peak Total Rare Earth Oxide grades of up to 4.47% and an average grade of 3.12%. Sampling has identified significant concentrations of neodymium, praseodymium and samarium, elements that are critical for the manufacture of high-performance permanent magnets.Kendrick said it will immediately begin assaying, trenching and drill-target identification as part of its due diligence programme, ahea

Pennpetro Energy plc (LON: PPP), the company focused on developing strategic traditional and transition energy projects, announces a link to the recording of the shareholder call with management on 15 January 2026 at 18.30-19.30 UK time.Richard Spinks, Executive Chairman of Pennpetro Energy, said: "We remain committed to ensuring transparent communications for all shareholders, as demonstrated by our ongoing engagement. We apologies for the slight delay in making this available to shareholders, and we look forward to updating shareholders in due course on the next steps towards returning to trading."For further information, contact:Pennpetro Energy PlcMavriky KaluginRichard Spinks | c/o Camarco +44 (0) 20 3757 4980

Zak Mir caught up with Howard White, Chairman of Hydrogen Utopia, to discuss the company’s strategy and progress in the fast-evolving hydrogen and clean energy space.Hydrogen Utopia International PLC (LON: HUI) has identified a substantial opportunity in the MENA region, with a particular focus on Saudi Arabia, to deploy its proprietary InEnTec technology for the production of sustainable aviation fuel (SAF) and hydrogen-derived diesel from waste streams.Preliminary financial modelling indicates potential internal rates of return in the high teens for projects requiring minimum capital investment of around US$800m per facility. Under the proposed structure, HUI could retain a 10–20% free-carry equity interest, alongside management fee income commencing from the front-end engineering and design (FEED) phase.The strategy is underpinned by expectations of SAF demand growth in the MENA region exceeding a 40% compound annual growth rate through the 2030s, driven by airline decarbonisation targets and a constraine

Listing of the 21Shares Bitcoin and Gold ETP (‘BOLD’) on the London Stock ExchangeFirst product to be listed combining Bitcoin and GoldLondon Stock Exchange welcomed the listing of the 21shares Bitcoin Gold ETP (BOLD) this week, a new cryptocurrency exchange-traded product developed by 21shares and launched in partnership with ByteTree Asset Management.BOLD is the fifth 21shares cryptocurrency product to be approved by the Financial Conduct Authority for UK retail investors, following the successful listings of the 21shares Bitcoin (ABTC and CBTC) and Ethereum (AETH and ETHC) ETPs. The ETP provides investors with access to both Bitcoin and gold, two globally recognised store-of-value assets, in a single regulated product.The allocation of assets in BOLD is determined monthly based on inverse historical volatility, giving a higher share to the more stable asset. This approach aims to deliver diversification benefits, inflation protection, and a balanced risk profile for investors seeking exposure to the growt

Zak Mir speaks with Dr Kerim Sener, Managing Director of Ariana Resources (AIM: AAU, ASX: AA2), following the company's announcement of a strategic investment term sheet with Hong Kong Xinhai Mining Services Ltd. The agreement will provide A$8 million in near-term funding and support a metallurgical sampling and testwork programme, as well as advance the Definitive Feasibility Study for the Dokwe Gold Project in Zimbabwe, which Ariana owns in full. Highlights*: ·     Xinhai to make an A$8 million equity investment to be completed in Ariana CDIs, inclusive of the payment of a A$500,000 signing fee, at a price of A$0.30 per CDIs (Issue Price). The signing fee is paid on signing of the term sheet. ·      Xinhai will provide technical services in relation to a Metallurgical Sampling and Testwork Programme for A$1 million and complete the Definitive Feasibility Study of Dokwe, under the management of Ariana, for up to A$2 million to be paid in CDIs at the Issue Price. ·     Xinhai to be granted up to 18,333,3

Zak Mir talks to Ippolito Cattaneo, CEO of Ajax Resources, as the natural resources investment company announced that it has signed a Heads of Terms to acquire 100% of the issued share capital of Pereira Velho Exploração S.A. (“PVESA”), a Brazilian company that owns the Pereira Velho Gold Project in Alagoas State, Brazil. PVESA is wholly owned by entities affiliated with Appian Capital Advisory Limited. Appian holds approximately US$5 billion in assets under management, making it one of the world’s largest dedicated mining-focused private equity groups. Under the Heads of Terms, Appian has agreed to subscribe for the GBP equivalent of US$400,000 in new Ajax ordinary shares, as part of a £1m fundraise. Ippolito Ingo Cattaneo, Chief Executive Officer of Ajax, commented: "We are delighted that Appian, a leading global private equity investor with approximately US$5 billion in assets under management investing exclusively in metals, mining and related natural-resource companies, will become a significant shar

Zak Mir speaks with John Wood, CEO of Gelion (AIM: GELN), following the release of the company’s audited results for the year ended 30 June 2025. Wood highlights that Gelion has generated its first commercial revenue, helping lift total income by 36% to £2.7 million. The performance is in line with expectations and marks a meaningful shift as the global energy-storage specialist moves firmly into its commercial revenue phase.  Technical Breakthrough: Gelion Achieves Target Areal Capacity Gelion Advanced Sulfur Cathodes Reach Key Industry Milestone in Coin Cells Key Highlights: ·      | 4Q Achieved in Coin Cells: Gelion has successfully reached its 4Q areal-capacity target in coin-cell testing, the industry-recognised standard for evaluating advanced battery materials. 4Q is widely recognised as a critical milestone for practical high-energy-density sulfur cathodes.  ·      | Clear Technical Progress Toward Pouch Cells: The coin-cell results provide strong evidence supporting the translation of Gelion's C

Achilles Northern Zone Delivers Exceptional Grades AGC Managing Director, Glen Diemar, said, “These new results are truly exceptional and further enhance the value being delivered by consistent follow-up drilling. This intersection in A3RCD086 of 6m at 2,474g/t AgEq ranks as one of our best holes at Achilles to date. To receive these results at a time when the silver price is hitting new highs is serendipitous.” “Our aim this year was to keep the diamond drill rig in locations with potential for very high grades, and to enhance our knowledge of the geology and the structural complexity at Achilles. This strategy is paying off.” “The high-grade northern area is now shaping-up as a coherent zone that spans 150m in length and over 250m in depth. This zone remains open and assays are pending for another 11 holes within this area and we eagerly await those results.” Overview A new high-grade discovery at the Achilles Northern Zone is reshaping how we think about the district and the company exploring it. Ov

Zak Mir talks to Alexander Selegenev, Executive Director, TMT Investments, after the venture capital company investing in high-growth technology companies, announced that it will today commence an on-market share buyback programme for an aggregate consideration of up to US$2,000,000. The Company’s board of directors believe that the current share price trades at a significant discount to the Company’s intrinsic value. The purpose of the Programme is therefore to seek to take advantage of this discount to enhance Net Asset Value (NAV) per share, reduce the Company’s share capital, and return value to its shareholders. Quick snapshot: who TMT is and what they own TMT is a listed investment company focused on technology, media and telecoms ventures. Founded nearly 15 years ago, the firm has backed more than 100 companies across the US, Western Europe, the UK and Estonia. Its portfolio includes several high-growth names that have achieved large multiples on real exits, and the group reports an IRR since incept

Poolbeg Pharma PLC (AIM: POLB, OTC: POLBF) Chief Executive Officer Jeremy Skillington and Principal Scientist Liam Tremble talked with Share Talk's Zak Mir about the company’s conference season. We recently returned from a busy conference season and wanted to share the main messages, progress and next steps for POLB001 and our oral GLP-1 programme. Between ESMO in Berlin and BioEurope in Barcelona, we gained clinical insights, interest in partnering, and clarity on trial design as we prepare for a phase 2A CRS prevention trial and a proof-of-concept study for oral GLP-1. Please see the questions for the interview: You recently attended the ESMO conference. Can you give us an overview of the conference – Liam Did you discuss POLB 001 at ESMO, and what was the general feedback? – Liam What were the key takeaways from the conference itself? – Liam Which leads me onto you, Jeremy, you just returned from BIO-Europe, how was the conference, and how do your current programmes, such as POLB 001 and your Oral G

Zak Mir talks to Paul Mathieson, CEO of Amazing AI, in the wake of the global fintech group, which has a Digital Asset Treasury Policy that provides online consumer loans and AI finance-related services. AAI announces that, via its 100% owned Mauritius subsidiary Amazing AI Services Ltd, it has made its initial, small and non-material purchase of digital assets within its Digital Asset Treasury as part of a strategic implementation test. Amazing AI plc (AQSE: AAI) has taken its first step into digital assets, confirming that its subsidiary Amazing AI Services Ltd has established a Digital Asset Treasury with an initial Bitcoin acquisition valued in the low four-figure USD range. The company said it will use a dollar-cost averaging strategy to build its position and plans to expand its holdings to include Ethereum, XRP, and Solana before the end of December 2025. Amazing AI is also exploring the addition of a fifth digital asset, potentially gold-backed, as part of a broader diversification strategy. Mana

Zak Mir talks to Stafford Masie, Executive Chairman, and Warren Wheatley, CEO, Africa Bitcoin Corporation, which is set to list on the Aquis Exchange. I sat down with Stafford Maisy, Executive Chairman, and Warren Wheatley, CEO of Africa Bitcoin Corporation to understand how a South African financial services group plans to combine an established SME lending business with a Bitcoin treasury strategy. What follows is a clear view of their thesis, the mechanics behind the plan, and why they believe Africa is the ideal place for a Bitcoin-first corporate treasury. What is Africa Bitcoin Corporation? Africa Bitcoin Corporation is the first publicly listed company in Africa to adopt Bitcoin as a core treasury asset. The business started as a financial services group focused on secured lending to small and medium enterprises across South Africa and has now announced a strategic pivot: use Bitcoin to strengthen the balance sheet, access cheaper global capital, and scale lending and impact across the continent. B

Zak Mir talks to Dr Kerim Sener, Managing Director of Ariana Resources, in the wake of the recent summary of projects with drilling planned at Dokwe and the dual listing on the ASX. Highlights: o  Ariana commenced trading on the ASX on 10 September 2025, following the completion of a A$11 million IPO, capitalising the Company at c.A$72.5 million. o  Flagship >1Moz Dokwe Gold Project in Zimbabwe continues to be advanced through its Definitive Feasibility Study ("DFS"), as additional technical consultancy companies are appointed. o  Drilling companies have submitted tenders to undertake a significant new diamond and Reverse Circulation ("RC") drilling programme of c.11,000m at Dokwe; with contracts due to be awarded imminently and drilling to commence in early October. o  The drilling programme is designed to substantially increase the current 1.4Moz Resource and 0.8Moz Reserve (as defined in the Pre-feasibility Study - "PFS") at Dokwe, while also providing additional technical data for the DFS. o  Gol

Zak's Traders Cafe sat down with Paul Mathieson, CEO of Amazing AI, to unpack a fresh take on corporate crypto exposure — a strategy Paul describes not just as "Bitcoin treasury 2.0" but as crypto treasury 3.0. After a turbulent few months for London-listed companies that rushed to add Bitcoin to their balance sheets, Paul and I discussed why the old model is breaking down and how his team plans to approach things differently: more sophisticated, more diversified, and better protected. Why the Bitcoin Treasury 1.0 model is fading Earlier this year many companies followed a simple playbook: raise equity, buy Bitcoin, and hold it on the balance sheet. That headline-friendly approach produced big share price moves in May–July, but many of those gains have since evaporated — some names are down as much as 80% from their peaks. Investors and markets reacted; hype cooled. As Paul put it, the straightforward buy-and-hold crypto treasury is "pretty simple" and increasingly seen as outdated. The problem with buy-a

We spoke with Charles Dixon, CEO of Roadside Real Estate, to unpack the company's latest moves: a strategic disposal, operational hires and an explicit push into the energy forecourt/roadside retail sector. The conversation covered why the group is simplifying its balance sheet, how the team is being strengthened, and what investors should watch for next. Important note: Nothing in this article is investment advice. The conversation covered company strategy and balance sheet items, and Charles and others may hold positions in the shares discussed. Always do your own research before making any investment decisions. What just happened: disposals to simplify the business Roadside continues to streamline its portfolio to concentrate on the roadside retail and operational opportunity. Two disposal-related items are central: In June the group announced a deal to sell the remainder of the Cambridge Sleep Sciences estate for approximately £48 million. More recently the company announced the proposed disposal o

Zak Mir caught up with Dr. Marko Sjoblom, Chief Executive Officer of Fiinu Plc, as the fintech company unveiled a major milestone in its growth journey. Fiinu has announced an exclusive strategic partnership with Conister Bank Limited, a subsidiary of Manx Financial Group, to bring its innovative Plugin Overdraft® product to the UK market. The partnership marks a significant step forward for Fiinu as it works to deliver a new kind of overdraft solution, designed to provide greater flexibility and accessibility to UK consumers. Why this matters: unbundling a 300-year-old product At first glance an overdraft might seem mundane — it’s a feature that’s been around for centuries. What Fiinu is attempting, however, is anything but ordinary. Dr. Sjoblom described the Plugin Overdraft® as “very revolutionary,” and with good reason: it unbundles a credit product traditionally tied to a bank account and makes it available independently to consumers through partner banks. Having worked on overdraft-style products

Zak Mir talks to Tim McCarthy, CEO of Immupharma, the speciality biopharmaceutical company that discovers and develops peptide-based therapeutics, announcing the filing of a groundbreaking new patent application for its lead asset, P140, the world’s first “Immunormalizer.” The three discoveries that reset the strategy Under-dosing: The team concluded the dose used in the Phase III trial was far too low — roughly 10 to 15 times lower than the dose they now believe is required to achieve the intended biological effect. Steroid confounding: Standard-of-care steroids given to patients in the trial suppress the immune system and masked P140’s effect. Future trials will include steroid tapering protocols so the drug’s impact isn’t obscured. Patient stratification — “super responders”: For the first time the team identified a patient profile that responds exceptionally well to P140. That diagnostic signature is central to the patent and allows the drug to be matched to the right patients. What P140 actually