Share Talk Ltd

Ondo InsurTech plc (LON: ONDO), a leader in claims prevention technology for home insurers, is pleased to announce an increase in production capacity at its UK contract manufacturing facility to meet rising demand for LeakBot, especially in its key markets, with notable growth in the United States. Ondo InsurTech has increased production capacity at its UK facility in light of significant increasing demand for LeakBot across key markets, particularly in the USA with advanced discussions with large US insurance companies & significant expansions of existing partnerships ongoing.  As previously announced, the Company is in discussions with a number of large US insurance companies regarding new contract opportunities and significant expansions of existing partnerships.  These negotiations are now at an advanced stage and the Company anticipates that further details will be announced shortly. Ondo has agreed to make further capital investment in a second dedicated production line at its manufacturing part

Zak Mir talks to Charles Dickson, Executive Chairman, Roadside Real Estate, its joint venture with Meadow Real Estate Fund VI LP, set up to acquire and develop UK-based roadside real estate assets, has signed an agreement with Lidl Great Britain Limited, to acquire 12 stores for total consideration of £70 million. Commenting on the transaction, Executive Chairman of Roadside, Charles Dickson, said: “This is a significant transaction for both Lidl and the JV, deploying a substantial portion of our joint venture’s targeted investment quantum into high-quality assets with a nationally recognised tenant under strong covenants. “The Lidl portfolio is an excellent example of the JVs strategy in action, rapidly providing targeted capital to enable tenant expansion whilst securing asset management fees and creating additional opportunities for income initiatives.” Roadside (ROAD) announced that Roadside Retail Limited, its joint venture with Meadow Real Estate Fund VI LP, set up to acquire and develop UK-based roa

Zak Mir talks to Chris Chadwick, CEO of MetalNRG, in the wake of last week’s announcement that it has signed a binding sale and purchase agreement to acquire the entire issued share capital of Compagnie Minière de Oumejrane from Managem S.A. The Acquisition will include 100% ownership of the Oumejrane copper mine, which is in production, cash generative and profitable in the Eastern Anti-Atlas of Morocco. OMF Fund IV SPV K LLC, a fund managed by Orion Resource Partners, has entered into a US$25,000,000 convertible loan note with MetalNRG, the proceeds of which will be used by MetalNRG to complete the Acquisition. Christopher Chadwick, Chief Executive Officer of MetalNRG, commented: “We are delighted to have reached agreement with Managem to acquire Compagnie Minière d’Oumejrane, with financing support from Orion.  This will be a transformational transaction for the Company, giving us 100% equity ownership of a fully operational, producing and profit generating copper mine.  Beyond the immediate gains, this

Zak Mir talks to Jonathan Owen, CEO of Metals One, which is advancing strategic minerals projects in Finland and Norway after they announced that re-assaying of historical diamond core drillholes from the Black Schist Project Paltamo P1 target in Finland has identified high-grade nickel-copper-cobalt-zinc mineralisation across two intersections within a black schist sequence. Results further demonstrate the strength of the Company’s project pipeline and support Metals One’s longer‐term ambition of defining a 200 Mt resource at the Black Schist Project, where the current resource stands at 57.1 Mt Ni-Cu-Co-Zn over the R1 and P5 areas. Key points covered: Recent Findings: The company announced high-grade nickel, copper, cobalt, and zinc mineralization results from the Black Schist Project's P1 target in Finland. This reinforces Metals One's goal of increasing the resource from 57 million tons to 200 million tons. Project Goals: While the 200-million-ton target is ambitious, Owen explains that the compan

ECR Minerals plc (LON: ECR), the exploration and development company focused on gold in Australia, is pleased to announce an update on its gold and rare earths projects in Queensland and Victoria. HIGHLIGHTS ·    Ongoing discussions with three Australia-domiciled public and private companies in relation to the potential sale of ECR's A$75 million of tax losses ·    Rock chip results from Lolworth Project, including Butterfly Creek, Uncle Terry and Gorge Creek expected in the coming weeks ·    Partnership with the Geological Survey of Queensland ("GSQ") to further investigate the critical minerals potential at the Lolworth Project ·    Maiden diamond drilling program at the Tambo Project to commence this month Update on Potential Sale of Tax Losses Further to the Company's announcement of 2 July 2024, ECR, through its engagement with Argonaut PCF Ltd (''Argonaut''), is currently in discussions with three Australia-domiciled public and private companies in relation to the potential sale of its A$75 mill

Zak Mir talks to Mark Routh, CEO of Prospex Energy, as the AIM-quoted investment company focused on European gas and power projects announced that it has qualified to apply for onshore open acreage hydrocarbon exploration licences in Poland. Key points covered: Expansion into Poland: Prospex Energy has spent about a year preparing to apply for licenses in Poland, demonstrating both financial and technical capability. European Growth Strategy: The company is not seeking "domination," but rather expansion, aiming to grow into a significant European gas-producing company. Current Projects: Prospex Energy is already operating in Spain and Italy, and Poland is viewed as a long-term growth project, with drilling expected in 2–3 years. Self-Funding Plan: As their projects in Spain and Italy develop and increase production, they hope to be self-funded for future expansions into Poland. Market Perspective: While there may be concerns about taking on too much, Routh is confident in the company’s strategy and

Jason Brewer flowed into London from Nairobi, Kenya, this week for meetings with broker houses, investors, and company representatives, not forgetting his flight today across to Dublin to attend the Unicorn Mineral Resources annual general meeting. Share Talk asked Jason to call into the London SE1 studio, where Zak Mir was hosting proceedings. Here is the full interview. We have not edited or removed any of the questions/answers. Holders and investors of Marula Mining should be aware that the company’s directors are no longer in a closed period. Jason Brewer, a director involved with multiple junior mining companies discusses various aspects of the mining industry and companies he’s associated with, particularly focusing on Marula Mining, Neo Energy Metals, and Unicorn Mineral Resources. Key highlights from the initial part of the video: Jason mentions he cannot pick a favorite company to avoid upsetting shareholders. He talks about the growth and progress of all his companies, specifically Marula and

Mike Whitlow, Managing Director, said: “It has been a highly productive year for ECR, with significant progress made across our portfolio of gold and rare earths projects, and exploration activities are set to accelerate even further. We consider that we’re on the verge of identifying the key sources of gold at Lolworth, with a number of high-priority drill targets soon to be lined up for testing.  This marks a pivotal step forward as we look to unlock the project’s full potential. At the Blue Mountain Project, we are eagerly anticipating the results from our enhanced gold recovery process which will be critical in guiding us towards the potential commercial options for gold extraction.  In Victoria, our focus remains firmly on drilling. We’re set to commence drilling at the Tambo Project in the coming weeks and work is underway to further explore the highly prospective Antimony potential at Bailieston. With the recent surge in this critical mineral’s price, we believe that the Bailieston project’s Antimon

Zak Mir talks to Rupert Verco, CEO of Cobra Resources, as the mineral exploration and development company advancing a potentially world-class ionic Rare Earth Elements discovery at its Boland Project in South Australia announced the results from ongoing metallurgical studies. This included exceptionally high recoveries of up to 82% of high-value rare earths. Key Points: High Recovery Rates: Cobra Resources has achieved exceptionally high recoveries of rare earth elements, particularly magnet and heavy rare earths, with up to 82% recovery from samples containing 0.5% total rare earth oxides. These results are promising due to the low levels of impurities, leading to reduced processing costs. Market Understanding and Challenges: Despite strong results, the market may not fully understand the significance of the REEs or may be impacted by broader market conditions. The company has faced challenges in raising capital, but maintains strong support from major shareholders, minimizing dilution. Scalabi

Zak Mir talks to Jonathan Owen, CEO of Metals One, after the recent announcement that the company which is advancing strategic minerals projects in Finland and Norway, said that the Company’s Råna Project partner and operator, Kingsrose Mining Limited, has entered into a service agreement with Arctic Drilling AS, for the commencement of helicopter supported core drilling at the Rånbogen prospect on the Råna Project in August 2024. The program aims to prove two high-priority targets by September, with results expected in October. The Rana Project, a former successful mining site, holds promising geological potential near the base of the intrusion. Successful drilling could lead to extensive resource definition and potential development, moving from exploration to a more de-risked development phase. Kingsrose Mining has invested over $3 million and is approaching a majority shareholding in the joint venture, demonstrating a strong commitment to the project’s prospects. Metals One benefits from a free carry

Prospex Energy (AIM: PXEN), an investor in European gas and power projects, announced that Spanish regulatory authorities have granted a 10-year extension to the El Romeral 1, 2, and 3 natural gas production concessions, owned by Tarba Energia. Prospex holds a 49% interest in El Romeral through its investment in Tarba. The royal decree, signed on July 24, 2024, permits the Spanish Ministry for Ecological Transition and the Demographic Challenge (MITECO) to extend the El Romeral natural gas concessions for 10 years, the maximum allowable term. This extension ensures the supply of electricity to the Spanish grid from the El Romeral gas facility and power plant until at least July 2034, with a potential further extension to 2044. El Romeral is currently operating at 30% capacity (2.7 MW) as Tarba awaits permits to drill five additional infill wells on the concessions to boost production. Moreover, an adjacent solar project named "Helios" is expected to add 5 MW, utilizing shared infrastructure with the gas f

European Green Transition PLC (AIM: EGT) CEO Aiden Lavelle and CFO Jack Kelly take Share Talk Zak Mir through the latest developments at the Limni copper project in Cyprus. Here is the list of questions: You announced an option for a Copper Tailings Recycling project in Cyprus back in April and I see you had results out today on this; Aiden, can you please tell us more Jack, it was mentioned that there is potential for a solar energy project there also – tell me more about that. Aiden, the Olserum Rare Earth Project in Sweden, which is 100% owned by the company, has announced a raft of positive results over the last few months. How are things progressing there? What’s next up for the Olserum Rare Earths project? It was mentioned that drilling is expected to start in H2? Jack, I found the recently announced Altan Peatland Carbon Credit Project very interesting– how do you see that working? How do you see the Carbon Credit Project fitting in with EGT’s strategy of ‘developing a portfolio of green economy

The helium exploration and development company focused on helium deposits within the ‘Montana Helium Fairway’, after the company announced the commencement of construction work on an access road and drill pad, at the Ingomar Dome project area in Montana. The latest Oak Securities note on Helix Exploration: Oak Securities – Helix Exploration (HEX) – Rudyard Acquisition (FINAL) Highlights ·    Construction commenced of 0.75-mile access road and drill pad at Ingomar ·    Two well Q3 2024 drilling program: Clink #1 well at Ingomar and Darwin #1 well at Rudyard ·    Drilling of Clink #1 well to commence following completion of civils ·  Combined budget cost of the two well programmes are estimated at approximately $4.1m which demonstrates the potential for the Company to operate cost-effective exploration and development within the state of Montana Timeline Construction on the access road and drill pad has commenced at the Clink #1 location within the Ingomar Dome Project.  The access road has been surveye

Kavango Resources (LON: KAV), the Southern Africa-focused metals exploration company, announced the successful completion of drilling the first high-priority target at the Karakubis Copper Project in Botswana’s Kalahari Copper Belt.  Field analysis of drill cores taken from this target confirms the presence of a copper-silver mineralising system at Karakubis, as well as further indicators of structural trap sites. KAV said it started drilling at Karakubis to confirm the presence of a copper-silver mineralising system. Results from its first target have surpassed its expectations. This validates the geological model and confirms the potential to discover a large-scale copper/silver deposit. Kavango Resources* (KAV LN) 1. 53p, Mkt Cap £21m – Early validation of the exploration model at Karakubis, Botswana Kavango Resources reports that its drilling at the Karakubis project in the Kalahari Copper Belt in Botswana has confirmed “the presence of a copper-silver mineralising system at Karakubis, as well as

Zak Mir spoke to Metals One PLC CEO Jonathan Owen as the company which is advancing strategic minerals projects in Finland and Norway, announces a maiden JORC Inferred Mineral Resource for the P5 area of the Finland - Black Schist Project of 29 Mt1. This brings the total Black Schist Project resource to 57.1 Mt, more than double the previous estimate. Metals One doubles its Black Schist project’s resource estimate in Finland to 57.1 million tons, increasing its value to around $3 billion. The company is fast-tracking a Preliminary Economic Assessment, aiming to complete it by the year’s end, crucial for development metrics and EU project status. Metals One plans a phased expansion with multiple satellite pits, ensuring low-cost, high-volume mining inspired by successful nearby operations. The interview with Jonathan Owen, CEO of Metals One, conducted by Zak Mir. The discussion focuses on the company's recent progress and strategic plans. Key Points: MRE Upgrade and Doubling Resource: Metals One has

Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD present an overview of their current programmes and opportunities, focussing on POLB 001, data, exclusive option agreement and their AI-powered research using human viral challenge data Headquartered in London and publicly traded on the London Stock Exchange & the OTC Markets in the US AIM: POLB | OTCQB: POLBF Poolbeg Pharma plc is committed to the development and commercialisation of innovative medicines that address critical unmet medical needs. They are focused on strategically commercialising approved and marketed drugs to fund the development of a robust pipeline of innovative products, driving significant value creation. Jeremy Skillington began his biotechnology career in the Business Development group of Genentech, Inc in California in 2002. At Genentech, he was responsible for executing over 40 licencing, investment and collaboration transactions.  Returning to Ireland in 2009, Jeremy led Business Development and was a member of t

After the announcement that the company has entered into a definitive option agreement with Terra Balcanica Resources Corp. (CNSX: TERA) for the sale of its uranium projects located in Saskatchewan, Canada. Highlights ·  Proximal to northern and southeastern edges of the Athabasca Basin (“Basin”) in northern Saskatchewan, a premium mining district and leading global source of high-grade uranium; ·   Charlot-Neely is located within the emerging Uranium City district on the northwestern margin of the Basin; ·   Historical work at the projects has demonstrated evidence of uranium mineralization along favourable structural trends with prospective target horizons based on electromagnetic conductors; and ·   Future exploration by Terra will see the undertaking of a modern systematic geologic fieldwork and geophysical surveys to determine the resource potential. Ryan Mee, Chief Executive Officer of Fulcrum, commented: “We are thrilled to announce the signing of a definitive option agreement for the sale of ou

Zak Mir talks to Bernard Aylward, CEO of Kodal Minerals, the mineral exploration and development company, who provided an update on the initial drilling assay results returned at the Boumou prospect located within the Bougouni Lithium Project in Mali. In this interview, Aylward provides an update on the progress of the Bougouni Lithium Project in Mali. Bernard Aylward, CEO of Kodal Minerals, remarked: “The Boumou prospect at our flagship Bougouni Lithium Project continues to exceed our expectations and these new wide, high-grade intersections provide further support for the interpretation of the continuity of the pegmatite mineralisation, as defined in the March 2023 drilling campaign.  The extension and definition of the Boumou prospect continues to be the highest priority for the exploration drilling, and the potential to define further coarse grained mineralisation suitable to dense media separation (“DMS”) treatment may provide the opportunity to further extend the current 4-year life of the Stage 1 Ngo

On Friday, UK gas company Sound Energy PLC (SOU.L) announced that it has sold its subsidiary, Sound Energy Morocco East Limited, to Morocco’s largest mining company, Managem. According to Sound Energy, the transaction totals $45.2 million and is crucial for advancing production in the eastern Morocco gas field, Tendrara. Managem stated that the Tendrara field will begin production next year, with an expected annual output of 100 million cubic meters. Managem plans to boost production at the Tendrara field to 280 million cubic meters once it is connected to an existing gas pipeline linking Morocco to Spain, the company added. Managem’s CEO, Imad Toumi, mentioned in the statement that the group is actively seeking other gas assets in Africa. As part of the deal, Sound Energy will retain a 20% interest in the Tendrara Production concession and a 27.5% working interest in both the Grand Tendrara Exploration Concession and the Anoual exploration permit. Commenting, Graham Lyon (Executive Chairman of Sound Ener

Share Talk took the opportunity to talk to Aidan Bishop today, the share price in the past month has reached 125% with news from the farm-out  deal for the Gubong gold project in South Korea and the Declaration Of Mining Project Feasibility Work Commencing At The Batangas Gold Project In The Philippines Bluebird has completed a $5 million farm-out deal for the Gubong gold project in South Korea. This agreement incorporates a free carry arrangement, allowing the company to delay additional investments until specific milestones are achieved. The Gubong project, which holds an estimated 1.3 million ounces of gold, is pivotal to the company's strategy to evolve into a junior gold producer. Bluebird intends to replicate this joint venture model across other projects, utilizing local partnerships and the technical know-how of the Bluebird team to reduce development risks and enhance production efficiency. "Momentum is crucial..." Aiming for an annual production of 82,000 ounces (with a 40% stake held by BMV), al