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Vault Ventures (VULT: Aquis) has quickly become one of the more unusual stories on London’s Aquis Market. The company presents itself as an early-stage technology platform focused on artificial intelligence, digital assets and post-quantum security, but its latest update has shifted investor attention away from future-facing ambition and back towards basic questions of control, transparency and asset value. After the company announced a significant write-down linked to its Dubai subsidiary, the shares fell sharply, leaving investors asking whether the market reaction was an overreaction to an accounting adjustment, or a rational response to a much deeper uncertainty.

The trigger was the company’s 5th June 2026 update on its Dubai-based subsidiary, Web 3 Virtual Vault DMCC, which had originally been established to hold certain digital asset investments, including Ethereum, for the benefit of Vault and its shareholders. Vault said that trading and investment activity by the subsidiary had led to significant losses, and that the board had resolved to write down a loan advanced to the subsidiary with a carrying value of approximately £2.15 million. The same announcement also confirmed that the Dubai subsidiary’s licence had not been renewed, that discussions were continuing around residual assets and possible recoveries, and that an orderly conclusion, including a potential wind-up, was being considered.

https://www.share-talk.com/vault-ventures-why-a-45-share-price-fall-has-put-the-investmentcase-under-scrutiny/

Do you have any questions for the POLB management team? I have been asked by one of the Share Talk team if I could post, see what the feedback was. Thank you.

Not a hard call from a year low, onwards

GEO Exploration Limited (GEO: AIM) is not the kind of AIM company currently forcing itself onto investors’ screens. The share price has been in steady decline, liquidity appears thin, and the market has given little obvious credit for the amount of corporate and operational change that has taken place over the past year. That is often how early stage explorers drift into the background. They sit in the forgotten corner of the market until a drill bit, a farm out, or a technical update suddenly changes how investors look at the story.

That is why GEO is worth revisiting now. The company has moved from a small oil and gas optionality story into a broader exploration vehicle with Western Australian gold projects at the centre of its near term activity. Its latest annual results described a year of transformation, with Juno advanced through multiple surveys, maiden drilling started in September 2025, expanded tenure across the project area, and the Namibia PEL94 farm out process still ongoing in the background. GEO also reported a year end cash balance of US$1.07 million, a post year end £1.109 million capital raise, and the repayment of a US$270,000 CEO loan, leaving the company debt free.

https://www.share-talk.com/geo-exploration-the-sleeping-aim-minnow-with-a-greatland-connection/

Mkango Resources: still constructive above the 200-day line

Mkango is one of those charts where the bullish reading has perhaps run a little ahead of price so far, but the structure is still promising.

The earlier positive signal came in April with what looked like a bear trap gap reversal, or gap fill, in the upper 30s. That type of move often marks the end of a shakeout and the start of a more durable recovery.

Since then, the shares have been trading either side of the 50-day moving average, while the 200-day moving average has been rising and currently sits around 47p. The market is now edging towards what could become a golden cross, where the 50-day moving average rises through the 200-day average.

That matters because one of the strongest parts of a bullish cycle is often the run-up into a golden cross, not merely the signal itself. In this case, the crossover still looks a couple of weeks away, so the setup remains one to monitor rather than one that has fully fired.

As long as the shares stay above the 200-day line, the chart points towards a break of the resistance line from October, which is roughly where the shares closed on Friday at 54p.

Any move sustained above 54p would open the way towards 72p, targeting the top of the post-November triangle by the end of next month.

https://www.share-talk.com/great-request-show-zak-mir-looks-at-technical-outlook-for-dgq-mka-palm-pyc-upl/

https://www.youtube.com/watch?v=wwFmVGJ5KSw

Talking to one of the share talk team today, GEO blog out on the bank holiday Monday

Link https://www.share-talk.com/upland-resources-from-sarawak-hopeful-to-funded-southeast-asian-operator/

a year ago, upland resources (upl: lon) still looked to many investors like a familiar kind of small oil and gas company: an ambitious southeast asian exploration story built around promising acreage, technical studies and the hope that commercial discussions would eventually become something more tangible. the market largely treated it that way.

the shares spent much of the middle of 2025 trading close to 1p before beginning a sharp climb in the autumn, briefly approaching 4p in december. by 22nd may 2026, the share price had settled back to 2.80p, leaving investors with a simple question: was the re-rating premature, or has the market stepped back just as the story is becoming more substantial?

the reason that question matters is that upland is no longer relying only on the award or progression of a single southeast asian opportunity. during 2025, the company began assembling the pieces of a wider operating model. it acquired proprietary drilling management systems and selected capability from vanguard drilling, with josh galloway appointed to lead its new drilling services operation. it then entered into a strategic partnership with us based lost soldier oil and gas, giving upland exposure to the wild mustang gas development in wyoming while creating a potential route to technical and financial support for its southeast asian ambitions.

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When we looked at Panther Metals (LON: PALM) and Fulcrum Metals (AIM: FMET), last September, the central idea was simple. Historic mine tailings, long treated as a legacy problem, were starting to look like a practical source of value. Strong gold prices, improved recovery technology and clearer regulatory pathways in Ontario had created the conditions for old waste piles to be reassessed as surface-level metal inventories. The original argument was not that tailings were suddenly easy, but that the economics and environmental logic had changed enough for investors to take the theme seriously.

Eight months later, the story has moved on. The question is no longer simply whether historic tailings can contain recoverable gold, silver or critical metals. Both companies have now pushed deeper into the harder part of the process, proving grades, testing recoveries, defining resources, securing funding and moving projects closer to commercial decision points. That shift matters because junior mining stories often look attractive at the concept stage, but only begin to separate themselves when fieldwork, metallurgy and capital discipline start to test the original thesis.

https://shorturl.at/uvEep

The Sleeping AIM Minnow With a Greatland Connection: The share price has been in steady decline, liquidity appears thin,and the market has given little obvious credit for the amount of corporate and operationalchange that has taken place over the past year. That is often how early stage explorers drift into the background. They sit in the forgotten corner of the market until a drill bit, a farmout, or a technical update suddenly changes how investors look at the story.

That is why GEO is worth revisiting now: New blog coming soon!

https://x.com/Share_Talk/status/2058118560958849242

When we looked at Panther Metals (LON: PALM) and Fulcrum Metals (AIM: FMET), last September, the central idea was simple. Historic mine tailings, long treated as a legacy problem, were starting to look like a practical source of value. Strong gold prices, improved recovery technology and clearer regulatory pathways in Ontario had created the conditions for old waste piles to be reassessed as surface-level metal inventories. The original argument was not that tailings were suddenly easy, but that the economics and environmental logic had changed enough for investors to take the theme seriously.

Eight months later, the story has moved on. The question is no longer simply whether historic tailings can contain recoverable gold, silver or critical metals. Both companies have now pushed deeper into the harder part of the process, proving grades, testing recoveries, defining resources, securing funding and moving projects closer to commercial decision points. That shift matters because junior mining stories often look attractive at the concept stage, but only begin to separate themselves when fieldwork, metallurgy and capital discipline start to test the original thesis.

Panther Metals has been rewarded by the market as its Winston Tailings Project has developed from a compelling rehabilitation story into a broader resource definition and critical metals opportunity. Fulcrum Metals has taken a different route, with a more focused waste to metal platform built around Teck Hughes and Sylvanite, now supported by a major funding package intended to move its pilot plant plans forward. Both companies are still early stage, and neither has yet removed the normal execution risks that come with metallurgy, permitting and financing. But the comparison is now more interesting because both are moving from narrative into measurable delivery.

https://shorturl.at/Ba0CY

Zak Mir is taking legal advice on unfair dismissal. Given that he was on sick leave when he was sacked, he has a very good case. Never followed the correct procedure, plus ACAST is now involved. Secondly, with Zak leaving, 'Zaks Traders Cafe', the platform has gone along with the income it generated, i.e., Miriad Ltd £400,000 has gone. Hold tight, as the company can not hide these facts - fun times ahead... Closing note: how do we know these things? Talk to the man himself.

Https://www.youtube.com/watch?v=gg7RJQsJSk4

Https://shorturl.at/Lo13e

Poolbeg Pharma (AIM: POLB) enters 2026 at a point where several years of methodical clinical and strategic groundwork are beginning to converge. After a deliberately measured 2025 focused on trial design, regulatory positioning, and intellectual property, the company is now approaching a period where multiple programmes are expected to deliver meaningful human data. For investors, this transition from preparation to execution is often where the investment narrative begins to shift.

With defined data readouts expected across two independent programmes in 2026, the year ahead is shaping up as one where progress can be judged more on outcomes than intentions. The sections that follow examine why Poolbeg believes 2026 could be a defining year, how its clinical assets are positioned, and what investors should realistically be watching as those milestones approach.

Https://shorturl.at/cyg2G

For much of the past six months, Mendell Helium plc (AQSE: MDH) traded within a relatively tight range, generally between 3p and 4p, reflecting a market that viewed the company as a small but stable helium producer rather than a high-growth story.

That pattern has now shifted. Since the beginning of March, the share price has moved from around 2.75p to 5.125p at the time of writing, marking a clear break from the earlier range. For a company that had previously traded with relatively low volatility, this represents a meaningful change in market behaviour rather than a routine fluctuation. Moves of this nature typically signal that investors are reassessing the underlying story.

In our previous coverage, Mendell was positioned as a company that already had production, setting it apart from many of its peers, but still needed to demonstrate that it could scale that base into something more material. The focus then was on early operational progress, including the transition of the Rost well through dewatering and into production, alongside initial steps to expand at Fort Dodge. At that stage, the investment case was grounded in credibility, the company had proven it could produce helium, but had not yet shown that it could grow meaningfully beyond that starting point.

Called a EGM

Zak Mir talks to Dr Jim Millen, Non-Executive Chairman, Physiomics, regarding recent progress at the mathematical modelling, data science and biostatistics company, and issues regarding the forthcoming requisitioned meeting.

https://www.share-talk.com/zak-mir-talks-to-dr-jim-millen-non-executive-chairman-physiomics-plc/

When Delta Gold Technologies PLC (Aquis: DGQ, OTCQB: DGQTF) listed on the Aquis Exchange on 1st December 2025 at 10p, it arrived with little of the usual fanfare that accompanies early-stage technology listings. There were no revenues to point to, no production assets to benchmark, and no immediate path to cash flow. Yet within a matter of months, the shares have climbed to around 122p, delivering a near tenfold return for early investors and placing the company firmly on the radar of the UK small-cap market.

https://x.com/Share_Talk/status/2046900473857273860

That kind of move typically demands an explanation. In traditional sectors, such as mining or industrials, a re-rating of this magnitude would usually follow a discovery, a contract win, or a material change in financial outlook. Here, the situation is different. The rise has come during what is still a research phase, with the company actively funding academic work and building intellectual property rather than generating income.

https://www.share-talk.com/delta-gold-technologies-speculation-or-early-entry-into-quantum-ip/

For much of the past six months, Mendell Helium plc (AQSE: MDH) traded within a relatively tight range, generally between 3p and 4p, reflecting a market that viewed the company as a small but stable helium producer rather than a high-growth story.

https://x.com/Share_Talk/status/2042483806137946507

That pattern has now shifted. Since the beginning of March, the share price has moved from around 2.75p to just over 6p at the time of writing, marking a clear break from the earlier range. For a company that had previously traded with relatively low volatility, this represents a meaningful change in market behaviour rather than a routine fluctuation. Moves of this nature typically signal that investors are reassessing the underlying story.

In our previous coverage, Mendell was positioned as a company that already had production, setting it apart from many of its peers, but still needed to demonstrate that it could scale that base into something more material. The focus then was on early operational progress, including the transition of the Rost well through dewatering and into production, alongside initial steps to expand at Fort Dodge. At that stage, the investment case was grounded in credibility, the company had proven it could produce helium, but had not yet shown that it could grow meaningfully beyond that starting point.

https://www.share-talk.com/mendell-helium-plc-from-single-well-to-scalable-production/

When we last looked at 80 Mile plc (AIM:80M OTC:BLLYF FSE:S5WA) in early February, the core discussion was around how the company was beginning to transition away from being a loosely defined Arctic explorer into something more structured and investable.

Moreover, how a diversified portfolio, combined with more disciplined funding structures, was starting to reshape how the market viewed the business. At the time, the shares were trading at c.1.24p, having already delivered a strong re-rating from sub 0.3p levels in the months prior. The key question then was whether that shift in perception had a foundation.

Since then, the story has moved forward in a more tangible way. The most notable development has been the transition of the Jameson Land asset from an internally framed exploration opportunity into one that now sits alongside a Nasdaq listed vehicle. The confirmation of Greenland Energy Company commencing trading on Nasdaq under the ticker GLND introduces an external reference point that did not previously exist. This is a subtle but important change. It moves part of the 80 Mile story into a different market context, one where valuation, funding, and visibility operate on a broader stage.

https://www.share-talk.com/80-mile-plc-why-glnds-nasdaq-listing-has-changed-the-jameson-story/

https://x.com/Share_Talk/status/2040876364228595937