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Https://www.youtube.com/watch?v=gI3IXUS9U1M

https://x.com/Share_Talk/status/1976564576050192734

Standard Allenby needs to take a close look at this, not a good look

Outlook: The DFC funds and matched funding from MKAR will further de-risk Songwe as it advances through FEED towards a construction decision, while the potential later US$100m loan (if forthcoming) would make a material contribution to development costs. We await completion of the proposed US spin-out of MKAR, though note that the prescribed transaction value – if held in the market post listing – would have a read-through attributable value to Mkango of 86p per share (after adjusting for shares to be issued under Mkango’s recent £3m equity fundraise). Underpinned by our risk-adjusted (0.4x NPV) 27p valuation of the recycling business, we thus see scope for a further upwards re-rate of Mkango’s shares on completion of the US transaction, but also as HyProMag UK ramps up over the coming months and HyProMag Germany reaches first production, and as the HyProMag US JV project advances towards construction. https://x.com/Share_Talk/status/1972673000513134673

Mkango have now got the Agreement on Sedar +, you will see that the $ 4.6 million is just part of a potential $ 100 million financing for Songwe - this is significant news

Https://x.com/Share_Talk/status/1970733520663249394

Looking as high as 6p by the end of next month

The scale of the target is striking. Modelling has defined a four kilometre by two kilometre geophysical anomaly built from gravity, magnetics, IP and EM surveys, and CEO Omar Ahmad has suggested it could represent a mineralised system “four to five times the scale of Havieron.” To test it, GEO appointed DDH1 Drilling, one of Australia’s top contractors, to sink an initial diamond hole to 1,000 metres. https://www.share-talk.com/geo-exploration-drill-equipment-moved-to-second-location-drill-hole-jud002-now-underway/

Everything tracking as expected so far and our expert geological team are pleased as per rns....Onto drill hole 2. https://x.com/Share_Talk/status/1969369488324735307

@Greatland_GGP was once a micro-cap explorer chasing anomalies in the Paterson, just like today’s crop of juniors. Its 2018 Havieron discovery transformed #GGP, and by late 2024 it completed a game-changing deal to acquire Newmont’s 70 percent stake in Havieron and full ownership of the Telfer gold-copper mine for up to US$475 million. The acquisition consolidated the district, brought Newmont in as a strategic shareholder, and positioned Greatland as the sole operator of two tier-one assets. https://x.com/Share_Talk/status/1969350906710782090

Greatland Resources Limited has taken centre stage at the Mining Forum Americas Conference in Denver, Colorado, where it unveiled its latest corporate presentation.

Greatland used the conference to showcase the strength of its portfolio, which features some of the most exciting assets in Western Australia’s Paterson Province. At the core of this portfolio are: https://www.share-talk.com/greatland-resources-ltd-asx-ggp-aim-ggp-presents-at-mining-forum-americas-2025-2/

Https://x.com/Share_Talk/status/1967922794609643621

a decade ago, few investors talked about mine tailings except when something went wrong. today, tailings are back in the frame for a very different reason. they are being reimagined as near surface sources of gold, silver and in some cases critical metals, enabled by stronger prices and cleaner extraction technology.

two london listed juniors, panther metals (lon: palm) and fulcrum metals (aim: fmet), are shaping that story in ontario where history, infrastructure and regulation now line up in their favour. they are not searching for buried ore so much as revisiting what past operators left behind.

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@Share_Talk has been in contact with @wearedefence. Currently, the #ALRT team can't commit to an in-person interview, but would be interested in a written Q&A/Interview? Please leave your questions below - we will pass them on to the company. Thank you https://x.com/Share_Talk/status/1967903775403987275

Listen 🦻@ImmuPharma Interview Today 🎤 24:34 #IMM With regards deals with big pharma: “But we're not at a standing start here. You know, we've got relationships already with a number of these companies. And I've been pleasantly surprised by, you know, the very very positive response and reactions, you know, even in the last week since we put the PATENT notice out.

So yes, we've laid that out in the beginning of this year. So shareholders of IMM should certainly expect a deal or deals in the plural between now and year end and frankly those deals could happen at any time between now and year end. But that's the space we've given ourselves to get some deals done by the end of this year.” https://x.com/Share_Talk/status/1966451789361795456

https://www.share-talk.com/tim-mccarthy-chief-executive-officer-of-immupharma-plc-talks-to-zak-mir/

Https://x.com/Share_Talk/status/1963865231521718665

Wishbone Gold PLC (AIM: WSBN, AQSE: WSBN) has delivered one of AIM’s most eye-catching turnarounds in 2025. From the depths of a regulatory suspension in January to a fourfold share price gain in August, the company has re-established itself as a retail favourite.

The spark came from drilling progress at Red Setter in Western Australia’s Patersons Range, close to Greatland Resources’ Telfer operation, and the nearby Havieron discovery. Proximity to such established assets has always carried weight with retail investors, and the latest results have brought that narrative back to the surface.

The rally has reignited debate over Wishbone’s future. Could Red Setter evolve into a Havieron-style story, or is it still best viewed as a speculative play in the volatile world of AIM exploration? To answer that, it is worth revisiting the company’s journey through 2025, the strategic importance of Red Setter, and the risks that come with high-stakes exploration.

https://www.share-talk.com/wishbone-gold-from-suspension-to-breakout-as-red-setter-sparks-a-fourfold-rise/

Alien Metals PLC (AIM: UFO) has become one of AIM’s most talked-about juniors this summer. After languishing at 0.08 pence on 1st July 2025, the stock closed on 22nd August at 0.19 pence, more than doubling in just seven weeks. The catalyst has been a series of high-grade silver intercepts at the company’s Elizabeth Hill project in Western Australia, which have reignited interest in a name that had struggled for momentum earlier in the year

For retail investors, the sudden rally raises important questions. Does this signal the beginning of a sustained re-rating, or is it another example of AIM volatility amplifying early exploration results? To answer that, it is worth retracing Alien’s journey through 2025, examining the projects behind the headlines, and weighing both the risks and opportunities that lie ahead.

https://shorturl.at/L0A5c

Https://x.com/Share_Talk/status/1958462620672860609

EnergyPathways PLC (AIM: EPP) has been steadily carving out a role in Britain’s energy transition. The company’s flagship Marram Energy Storage Hub, known as MESH, is one of the most ambitious integrated storage and clean energy developments currently on the drawing board. By combining natural gas storage with future hydrogen and renewable integration, it aims to become a cornerstone of resilience in the UK energy system.

Yet, for all this promise, August 2025 brought a bruising lesson in the realities of AIM investing. On 14 August, EnergyPathways issued a MESH update that unsettled the market. Shares opened around 5.3 pence but tumbled almost immediately to 2.9 pence before closing the week at just 2.2 pence. The speed of the sell-off has left retail investors questioning how positive news on project progress could coincide with such a sharp fall.

The Anatomy of the August Shock

The 14 August statement contained mixed elements. On one hand, the the company set out a plan to resubmit its gas storage licence and requested a section 35 direction for a Development Consent Order, while noting consultation with partners.. On the other, it became clear that certain approvals and regulatory clarity would not arrive as quickly as investors had anticipated.

Link https://tinyurl.com/3hx7he97

It has been an eventful 18 months in the life of Energy Pathways, the integrated energy transition company, since its RTO at the end of 2023. At the time, the company said it was set to progress “ready-to-go” gas development and support the UK’s objectives for energy security and Net Zero ambitions.

As someone who not only dislikes Net Zero as a concept—believing it to be a scam—and hates even more the cost of it to the taxpayer, I forced myself to keep an open mind on the company. This was partly due to having met the management in the run-up to its RTO and finding them quite affable and experienced, and partly due to my overriding wish to see small-cap companies succeed. But even from the start of 2024 on the stock market, it was always going to be a challenging ride. https://tinyurl.com/52ervnyc

ECR Minerals plc (AIM: ECR) is an AIM-quoted gold exploration and development company with a portfolio that spans some of Australia’s most prospective gold-bearing regions. Over the past twelve months, the company has undergone a notable transformation.

While gold exploration and development remain firmly at the core of its business model, management has signalled an ambition to diversify its capital strategy through the introduction of a Bitcoin and digital assets treasury policy. This move, alongside a series of operational updates across Queensland and Victoria, reflects an evolving approach aimed at delivering near-term revenue potential while preserving value in hard assets for the long term.

For retail investors, the ECR investment case now comprises two distinct yet complementary components: a traditional junior mining growth story built on gold discoveries and potential production, and a modern treasury strategy that aims to preserve cash flow in assets uncorrelated with fiat currency debasement. The challenge, and the opportunity, lies in management’s ability to execute on both fronts without diluting focus.

https://www.share-talk.com/ecr-minerals-from-gold-fields-to-digital-assets-a-diversified-path-forward/

Https://x.com/Share_Talk/status/1954920483851256182