energy B plc (AQSE: NRGB) announces that David Lenigas, the Company’s Chairman, has purchased shares in the Company on 10 November 2026. Details of the purchase are set out in the table below.
Holding prior to director dealing
| Holding immediately following the dealing | ||||
| Number of Ordinary Shares | % of issued share capital | Number of Ordinary Shares Purchased | Number of Ordinary Shares | % of issued share capital | |
| David Lenigas | 779,133 | 4.28 | 50,000 | 829,133 | 4.55 |
Comment: Any company where David Lenigas commands attention, with any company where he is adding to his position being even more noteworthy. In the case of NRGB it is difficult not to think of the “Gatwick Gusher” or how if there is even a slight move in the right direction how significant the upside could be. 50p has been the near term technical / charting target, ideally by the end of next month.
East Star Resources Plc (EST) , the Kazakhstan-focused gold and copper exploration and development company, is pleased to provide updates on its two copper development partnerships in Kazakhstan’s East Region. East Star’s Verkhuba Copper Deposit ("Verkhuba") is being advanced through a joint venture with Hong Kong Xinhai Mining Services Ltd ("Xinhai"), with East Star retaining 30% ownership at production. East Star’s Rulikha Copper Project (“Rulikha”) is being advanced through a joint venture with Nova Ltd (“Nova”), with East Star retaining 25-35% ownership at production.
Comment: With “celebrity” private investor backing EST has been one of the stocks of the year, and unlike other ramped up situations which have left people high and dry (OMI perhaps), this situation looks as though it is going to run and run – at least towards the 20p zone.
Fulcrum Metals plc (FMET), which is developing a scalable platform to recover precious and critical metals from mine waste using Extrakt Process Solutions’ (“Extrakt”) cyanide-free technology, announces significant new laboratory results demonstrating the preliminary extraction of three additional critical and strategic minerals, namely rubidium, strontium and scandium, at its Teck-Hughes Tailings Project (“Teck-Hughes”) in Kirkland Lake, Ontario. The successful extraction of three additional critical and strategic minerals extends the range of metals extracted in testing at Teck-Hughes to six, including gold, silver and tellurium.The non-optimised critical mineral focused testing maintained comparable precious-metal recoveries while demonstrating strong extraction of additional metals including copper, cobalt, nickel and manganese, further highlighting the wider capabilities of Extrakt's technology and broadening the potential applications of Fulcrum's standalone pilot platform across multiple projects.
Comment: Although one suspects that most in the market either do not understand or do not appreciate the significance of Extrakt, it has been a company making process, and one that is likely to deliver dividends such as we have seen highlighted in today’s RNS. On this basis alone the current sub £10m market cap appears too cheap.
Rift Helium plc (RIFT), the primary helium exploration company focused on the Upepo Project in Tanzania's Rukwa Basin, is pleased to announce that 3D seismic data acquisition commenced at Upepo on 10 November 2026, in line with previous guidance. The programme is designed to identify and rank potential helium traps ahead of exploration drilling planned for H1 2027.
Comment: The “smart” money continues to regard RIFT as being the next helium play to leave the station, and although this process is perhaps taking rather longer to happen that some may have expected. Perhaps today’s news will coincide with the shares finally delivering a meaningful turnaround off the lows.
Hydrogen Utopia International (HUI) noted the significant decline in its share price on the 10th of November 2026. The Board is not aware of any information, matter or development that would explain the movement in the Company’s share price, and the Company is therefore unable to offer an explanation. The Board remains focused on the execution of HUI’s business strategy, with particular emphasis on aviation fuel security, Sustainable Aviation Fuel (“SAF”) and the development of alternative fuel technologies for strategic and defence applications. HUI confirms that it is actively engaging with major aircraft manufacturers, international oil companies, NATO-related stakeholders and the UK Government in relation to the growing importance of secure, reliable and diversified fuel supplies. The Company is also participating in relevant UK Government consultations and has been represented at the Network for Security Excellence and Collaboration (“NSEC”), a UK-wide network bringing together government, industry and academic expertise to address national security and resilience challenges.
Comment: Without specific reference to HUI, it is clear to someone who has followed and been involved in the London stock market for many decades that there is a conspiracy / mafia in operation in terms of share prices, companies, the directors of those companies and how they are treated. The effect of this is one can have a perfectly good company with a great idea and great management which can be out of favour for no reason, and one that has no merit and which is highly rated. This state of affairs remains firmly in place and countenanced by those in a position to change it. And by the way, this is nothing to do with funding companies, although selective leaking of such news is another issue which is not properly addressed either. One is other part of the establishment, or one is not...
Guardian Metal Resources plc (GMET), a strategic mineral exploration and development company focused on tungsten in Nevada, USA, announces that its board of directors has approved in principle a proposed strategic spin-out of its non-tungsten exploration portfolio into a new company ("Spin-Co"), with the intention of seeking admission of Spin-Co to trading on AIM by the second quarter of 2027. The assets that are currently expected to form part of Spin-Co include Garfield, Golconda Summit and Stonewall all located in Nevada. No binding agreements have been entered into at this time and the proposed transaction remains subject to, among other things, the final structure, requisite regulatory, third-party and other approvals and consents, final Board approval and market conditions.
Comment: What an excellent idea, and one that would have been even more excellent if it had been proposed a year ago. However, understandably after playing a blinder from the time of its IPO, GMET became rather complacent at 300p a share. Now at 71p a spin off feels like it is too much, too little, too late.
ITV (ITV): Q3 Trading Update for the nine months to 30 September 2026. Carolyn McCall, ITV Chief Executive, said: “Despite a more challenging market, we remain on track to deliver good revenue growth in ITV Studios and continued profitable digital revenue growth in Media & Entertainment (M&E) over the full year. “ITV Studios’ performance for the first nine months, with total revenue down 1%, was in line with our expectations. As previously guided, production deliveries and licensing deals are heavily weighted to Q4 this year and despite this, we have a greater proportion of our full year Studios revenue secured than at this point last year.”
Comment: It would be perfectly understandable that ITV has been and remains one of the London market’s perennial “dogs” for the longest time if we had not see a revolution in content creation and consumption. However, there was nothing to prevent it being the new Netflix, and of course ITVX is not exactly in the same league.
Thalia Therapeutics plc (THAT), a clinical-stage biotechnology company developing innovative RNA-based therapeutics and delivery technologies in oncology and cardiovascular disease, announces that it has successfully completed an in vitro study for its gene silencing cardiovascular risk reduction programme, THAT-002, achieving the target objectives that enable it to advance to in vivo studies. The THAT-002 programme will now be known as Lipisiran™.
Comment: It is perhaps unfair to suggest that the main plus point of THAT is that its PR diligently send me the latest RNS releases, but it helps. It also helps that there continues to be more progress here than many of its biotech developer peers.
Gelion plc (GELN), the sulfur battery technology company, is pleased to announce that its Australian subsidiary, Gelion Technologies Pty Ltd, has been approved by the Australian Department of Defence as an AUKUS Authorised User and enrolled to access the AUKUS Licence-Free Environment (“LFE”). Approval as an AUKUS Authorised User helps to expand market access by reducing potential export licensing frictions and can shorten qualification cycles with defence partners in Australia, the UK and the US.
Comment: Although GELN remains a relative small cap play, and the shares have effectively flatlined for the past couple of years, one gets the feeling that this sideways action is about to be resolved positively, and that this will be enabled as deals appear with Tier 1 counterparties.
BATM (BVC), a global provider of advanced network infrastructure and cybersecurity technologies, announce that it has received an additional $4.0m order from its long-standing customer for the provision of further units of the Group’s quantum-era-ready cybersecurity platform. This order, which is to be delivered during 2027, is the latest expansion under the Group’s existing agreement with the customer for this hardware-based solution. As noted in its announcement on 12 May 2025, as part of the collaboration with this customer, the Group is also developing the next generation of this platform, which will be ultra-high speed. This reflects the customer’s confidence in BATM and their increasing requirement for the Group’s leading cybersecurity products.
Comment: There is nothing better in today’s stock market conditions for a company to simply serve up a chunky contract win, or even better a series of them. This is currently the case at BVC and we should see the shares finally start to respond in kind from current lowly levels.
Anglesey Mining plc (AYM), the UK-based mineral exploration and development company advancing the 100%-owned Parys Mountain polymetallic project in North Wales, announces the publication of its updated corporate presentation, available on the Company's website via this link: AYM-November-2026-Investor-Presentation.pdf
The presentation provides an overview of the investment case for Anglesey and includes details on how the Company intends to deploy the proceeds from the recent fundraising of £1.25 million to assist in driving the Company's strategic development roadmap through to Q3 2028, focused on three priorities: Develop, Grow and Discover. Key near-term areas of focus and investment following recent fundraising: H1 2027 exploration drilling programme, to assess potential connections between Engine/Deep Engine and Garth Daniel near the Northern Copper Zone, and extensions beyond the current resource boundary. Results will inform geological interpretation and support an updated Mineral Resource Estimate. Geological and metallurgical programmes. Technical studies to review historical geological, geophysical and geochemical data to rank targets for future exploration. General working capital and other cash resources.
Andrew Fulton, Chief Executive Officer of Anglesey Mining, commented:
"The recent £1.25 million fundraising provides a clear pathway to advance Parys Mountain through a structured programme of exploration, technical studies and resource development.With funding in place for our development roadmap, we are focused on delivering measurable progress, unlocking the project's potential and creating long-term shareholder value."
Comment: Fresh from its fundraise and under new management, we see AYM looking and sounding reassuringly gung-ho about its prospects. Remember that Anglesey could easier be the new Cornwall, or dare it be said, be even better.