Share Talk Ltd

Zak Mir talks to Ippolito Cattaneo, CEO of Ajax Resources, in the wake of this week's announcements of the completion of the acquisition of the La Norteña Licence area and the agreed terms to conditionally acquire a 74.75% interest in the Paguanta Project, a copper-gold project. Ajax Resources PLC (AQSE: AJAX) has entered into a conditional agreement to acquire a 74.75% interest in the Paguanta Project (“Paguanta”), a copper-gold project located in the Tarapacá Region of northern Chile, from Asara Resources Ltd, an ASX-listed company. Paguanta is an advanced exploration-stage polymetallic project historically recognised for its silver production. It hosts substantial mineral resources in silver, zinc and lead, with further identified potential for copper and gold. The project area comprises 14 exploitation concessions and 14 pending exploration concession applications, together covering approximately 7,800 hectares. Under the terms of the Acquisition: ·    The parties have until 25 November 2025 to negoti

Zak Mir talks to Segun Lawson, President & CEO of Thor Explorations, in the wake of the recent announcement that the West African-focused minerals exploration and mining Company, which is currently producing gold from its wholly owned Segilola Gold Mine in Nigeria and is advancing its exploration properties in Senegal and Côte d’Ivoire. They include the Douta Gold Project in Senegal which is being advanced towards development. We delved into the company’s current priorities, the recent high-grade mineralisation intersected at Segilola (its flagship mine in Nigeria), and the broader growth story across West Africa — including projects in Senegal and Côte d’Ivoire. Below, I summarise the key takeaways, numbers and strategy Segun shared, and what it means for Thor’s investors. Why Segilola remains the priority Segilola is Thor’s cash cow. Segun made it clear that the company’s main focus this year is extending the mine life at Segilola because each additional year of production at current metrics is highl

Zak's Traders Cafe spoke with Howard White, interim chairman of Hydrogen Utopia International, about a significant strategic pivot: moving from a focus on hydrogen for transportation to supplying ultra-low-cost, "super green" hydrogen to heavy industry in the GCC.  What follows is a clear-eyed look at the technology, the economics, the environmental opportunity, and the commercial plan Daniel and I discussed with Howard. Why the pivot from vehicles to industry? Hydrogen for cars, trucks and buses has been promised for years but growth is still modest. As Howard pointed out, there are fewer than 100,000 hydrogen vehicles worldwide today, with roughly 70% of them in the Far East. At small scale, hydrogen is expensive—which makes it a weak competitor to petrol, diesel and even electricity for most road transport applications. That reality prompted Hydrogen Utopia to take a fresh look at where hydrogen demand is both large and price-sensitive: heavy industry. Cement and steel plants are enormous energy consum

In a recent conversation with Zak Mir from Zak’s Traders Café, Panther Metals CEO Darren Hazelwood outlined a strategy unlike any other in the London junior market. The company is not only pursuing brownfield exploration and development in Canada but is also in the process of building out a Bitcoin-backed treasury to avoid dilution, unlock alternative financing, and position itself at the convergence of digital capital and physical assets. Panther’s evolution over the past two months reflects a rare attempt to bring the benefits of crypto-native capital models into the resource sector. Hazelwood’s goal is clear: to monetise assets, fund development, and protect shareholder value without relying on traditional equity issuance. Whether through tailings cash flow or Bitcoin leverage, Panther is moving with speed and conviction. A Different Kind of Treasury On June 23rd, 2025, Panther announced its intention to build a Bitcoin-backed treasury strategy, initially planning to raise up to £4 million via warrant

Zak Mir talks to Eric Benz, CEO and David Craven, an investor at Vaultz Capital. They discuss V3TC's strategic vision for market leadership, and building a world-class team, as well as capital backing from Aura, and building Bitcoin as a core treasury asset.  V3TC’s strategic vision for market leadership Capital backing from Aura & new investors ₿ Bitcoin as a core treasury asset Building a world-class team Rebranding and Expanding Market Presence Vaultz plans a forthcoming rebrand to broaden its appeal and communicate its mission more effectively. The goal is to become a household name synonymous with Bitcoin adoption and treasury strategy — a brand that resonates across generations, from retail investors to institutional players. David Craven explained that this rebranding will help lower barriers to entry, creating simplicity and safety for all types of investors. Vaultz aims to be the go-to platform for anyone interested in Bitcoin treasury management, whether or not they personally hold Bitcoi

Zak Mir talks to Nick Thurlow, Executive Chairman, Hamak Gold, following the announcement of the acquisition of 20 Bitcoin as part of its broader capital allocation and treasury management strategy. This move marks the Company’s first foray into digital asset investment and reflects a proactive approach to value creation and balance sheet optimisation. Hamak Gold’s Transformation: A New Chapter Begins Since early July, Hamak Gold has undergone a notable transformation. Nick Thurlow, along with a group of experienced professionals, took over the company and raised £2.4 million to build on the existing business while integrating a digital asset treasury component. This strategic pivot aims to capitalise on the growing interest and institutional demand for crypto assets, particularly within the UK market, which Nick describes as “massively underweight” in this area. Nick highlights that the goal is to position Hamak Gold as a bridge for investors—especially institutions—to gain exposure to digital assets thro

Coinsilium's Strategic Approach to Bitcoin Treasury Management Zak Mir talks to Malcolm Palle, Executive Chairman of Coinsilium, as the Aquis-quoted digital asset investor and venture builder provides an update on its Bitcoin treasury activity and that of its wholly owned Gibraltar subsidiary, Forza Gibraltar Limited, established to implement the company’s dedicated Bitcoin-focused treasury operations.  Palle describes the progress of Coinsilium over the recent Bitcoin Treasury Strategy boom and how the company's experience in the digital space is a key differentiator. Raising Capital and Deploying Bitcoin Treasury Strategy Malcolm highlights that Coinsilium’s Bitcoin treasury strategy is built on three essential pillars: raising capital, purchasing Bitcoin, and communicating these developments to shareholders and the market. The company’s ability to acquire Bitcoin is directly tied to the funds raised, and despite the challenges presented by the UK market—particularly compared to the more mature US ecosy

Zak Mir talks to Howard White, Interim Chairman, Hydrogen Utopia, as the pioneer in transforming non-recyclable mixed waste into clean hydrogen, announces that it has now signed a binding outline agreement with InEnTec Inc. covering the MENA region. From Challenges to Opportunities: The Strategic Pivot Hydrogen Utopia’s journey has not been without hurdles. Initially, the company followed the European Union’s ambitious hydrogen initiatives, investing heavily in technology development. However, as Howard White explains, the EU’s regulatory environment proved restrictive and slow-moving, with limited progress despite substantial efforts and resources. White reflects on this experience candidly, acknowledging the shared sacrifices made by shareholders and leadership alike.  “When you bang your head against the wall long enough and it hurts, you stop banging your head against the wall and you look for something else.” This realization led Hydrogen Utopia to refocus on the MENA region, particularly the Gulf Co

Zak Mir talks to Cameron Pearce, Executive Chairman of Blencowe Resources, as the company reports the successful completion of three deep drill holes at the Northern Syncline, following the recent success at the Beehive target. The Northern Syncline drilling complements earlier results from Beehive. It reinforces the potential for a materially larger resource base at depth, supporting longer mine life and an expanded valuation in the Company's upcoming Definitive Feasibility Study (DFS). The Scale of Blencowe’s Graphite Project and Market Potential Blencowe Resources holds an extraordinary graphite resource, boasting over two billion tons of graphite. Yet, the company’s market cap, at roughly thirteen million, does not yet reflect the massive potential of this asset. Cameron Pierce acknowledges this disparity and believes the completion of the DFS will be a defining moment, bridging the gap between the project’s scale and its market valuation. "We have got a project of global significance here, and we're

Zak Mir talks to Greg Martyr, Executive Chairman, Capital Metals, in the wake of the mineral sands company approaching mine development stage at the high-grade Taprobane Minerals Project in Sri Lanka, updating on drilling within the northern EL168 area, focusing on the Initial Mining Area of the existing 17.2 Mt Mineral Resource. Capital Metals’ Busy and Promising Period Greg Martr opened by reflecting on a particularly active six months for Capital Metals. Since their last update, the company has made significant strides, including a successful transaction with the Ambient Group. Greg expressed enthusiasm about the new doors this partnership has opened, emphasizing that the collaboration is already proving valuable, despite being only two weeks in. Capital Metals also recently completed a rapidly oversubscribed fundraising round, which was closed early to avoid excessive dilution at the 2.5p share price level. Greg noted the strong support from shareholders and hinted at ongoing discussions regarding the

In a recent conversation with renowned investor Jim Mellon, Zak Mir delved deep into the state of the financial markets as we reach the midpoint of 2025. Jim, known as one of the UK’s largest and most astute investors, shared his candid views on the evolving global economic landscape, highlighting key opportunities and risks for investors today.  The Market Environment in 2025: A Year of Surprises and Strategic Shifts So far this year, the markets have experienced significant turbulence, exemplified by what Jim refers to as the “tariff dip” — a sharp market decline triggered by renewed tariff tensions and geopolitical uncertainties. However, rather than retreating, Jim and his team saw this as a buying opportunity, particularly focusing on regions outside the United States. While many investors were fixated on the US market, Jim emphasized that his portfolio strategy deliberately concentrated on Europe, the UK, and Asia, with a selective approach to US stocks. This regional focus has paid off well, as thes

Great Southern Copper plc (LSE: GSCU) continues to make exciting strides at its Cerro Negro project in Chile, particularly at the Mustasa Mine. The recent Phase 2 drilling campaign has delivered spectacular assay results, confirming the presence of high-grade copper and silver mineralization and setting the stage for an ambitious Phase 3 drilling program. As we delve deeper into the findings, it becomes clear that this project holds tremendous promise, driven by a combination of thorough exploration, advanced geophysical surveys, and a dedicated on-site team committed to unlocking the full potential of the deposit. Introduction to the Mostaza Mine and Phase 2 Drilling Success The Mustasa Mine, a core asset within the Cerro Negro project, has been the focus of Great Southern Copper’s exploration efforts. The Phase 2 drilling program, recently completed, has yielded impressive results that have energized both the on-site team and shareholders alike. One of the standout drill holes, CNG25-DD013, intersected

Zak Mir talks to Howard White, Chairman of Hydrogen Utopia, a company specialising in turning non-recyclable mixed waste plastic into hydrogen.  This interview with Howard White, Chairman of Hydrogen Utopia, sheds light on the company’s groundbreaking partnership with InEnTec Inc., a firm renowned for its advanced waste-to-hydrogen plasma technology. Together, they aim to revolutionise the Middle East and North Africa (MENA) region’s approach to sustainable energy and waste management. Breaking New Ground: Hydrogen Utopia’s Vision and Recent Developments Howard White begins by expressing his heartfelt condolences over the loss of Simon Mann, a former chairman and a close friend, acknowledging the impact this has had on the company. Yet, amidst this sombre note, there is a palpable sense of optimism as Hydrogen Utopia announces a significant breakthrough. The company has signed heads of terms with InEnTec Inc. for exclusive access to ten licences of InEnTec’s TRL9 (Technology Readiness Level 9) plasma techn

Zak Mir talks to Greg Martyr, Executive Chairman, Capital Metals as the mineral sands company approaching mine development stage at the high-grade Taprobane Minerals Project in Sri Lanka, announces a strategic investment of US$2 million by Ambeon Capital PLC together with an option for a period of 45 days for it or its nominated investors to invest up to a further US$2 million. In this detailed article, we delve into an insightful conversation with Greg Martr, the Executive Chairman of Capital Metals, a mineral sands company on the verge of mine development at the high-grade Taprobane Minerals Project in Sri Lanka. This interview reveals exciting news about a strategic investment and the subsequent project development that is set to propel Capital Metals forward. Drawing from our discussion, I explore the significance of this investment, the partnership with a local fund group, the company's funding strategy, and the promising outlook for the project and its share price. Introduction to the Strategic Inve

In a recent engaging conversation with Zak Mir, CEO of Roadside Real Estate, Charles Dixon shared valuable insights ahead of the company’s Annual General Meeting scheduled for mid-June. This interview provides a comprehensive look into Roadside Real Estate’s strategic direction, recent financial achievements, and plans to reward shareholders, including a significant share buyback proposal. Roadside Real Estate’s Impressive Share Performance and Share Buyback Plan Last year marked a remarkable milestone for Roadside Real Estate, with its shares appreciating more than threefold. This achievement not only reflects the company’s robust business model but also the strategic decisions made by its leadership. Charles Dixon expressed his satisfaction with this performance and highlighted the potential for further share price appreciation. Central to the company’s plans is a proposed share buyback, which was subtly included in the recent AGM notice. This buyback allows the company to repurchase up to 10% of its ord

In today’s feature, we delve deep into the exciting developments at Fulcrum Metals, a technology-led company focused on recovering precious metals from mine tailings in Canada. An insightful discussion inspires this article with Ryan Mee, CEO of Fulcrum Metals, hosted by Zak Mir. Together, they explore a groundbreaking Master Licence Agreement signed with Extrakt Process Solutions LLC, positioning Fulcrum Metals at the forefront of tailings processing in some of Canada’s richest gold mining regions. Unlocking Value from Legacy Gold Mine Waste Mining tailings, often overlooked, represent a significant opportunity for precious metals recovery. These tailings are essentially mine waste left on the surface after primary extraction processes. Fulcrum Metals has identified a unique niche in processing these tailings, particularly in the prolific gold camps of Kirkland Lake and Timmins, Ontario. Ryan Mee shared that the company’s recent exclusivity agreement with Extrakt Process Solutions is nothing short of a g

Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, in the wake of today’s news that the helium, hydrogen, and hydrocarbon exploration, development, and production company has announced the spudding of the first exploration well of a five-well programme in the Vecta Project, Las Animas County, Colorado, US. Highlights ·      | Drilling has commenced and surface casing set. ·      | The Barclay-TH 295 106A well will test the Lyons Sandstone formation at the Billy Goat lease area (“AMI”), with a planned total depth (“TD”) of circa 800ft in the Lyons Sandstone. ·      | Drilling will continue to determine top of Lyons formation, and then to TD. ·      | Gas will be tested to determine concentrations of gases, including helium. ·      | Wireline logging will be conducted at TD to determine the reservoir and gas/fluid properties. Vecta Project (90% interest in Billy Goat, 20% working interest in other areas) The Vecta Project is operated by Vecta and is located in Las Animas County, close to the Red Roc

Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, about the latest company update at the helium, hydrogen, and hydrocarbon exploration, development, and production company. Navigating the Helium Gold Rush in the US In the evolving landscape of energy commodities, helium has emerged as a critical resource with soaring demand and limited supply. Mosman Oil and Gas, under the leadership of CEO Andy Carroll, is strategically positioned to capitalise on this burgeoning market, particularly within the United States. This article delves into Mosman’s journey, its unique positioning in the helium sector, and what investors and industry watchers can expect in the near and medium term. From Oil and Gas to Helium: Mosman’s Strategic Pivot Mosman Oil and Gas has a rich heritage rooted in the oil and gas industry, which has provided the company with a strong technical foundation. However, recognising the significant opportunity in helium exploration and production, Mosman has focused on this niche but rapidl

Zak Mir talks to Ryan Mee, CEO of Fulcrum Metals, in the wake of the Panther Metals stake sale and LOI for the sale of the Tully Gold property. Fulcrum Metals plc (LON: FMET), a technology led company focused on the recovery of precious metals from mine tailings in Canada, is pleased to announce that it has signed a binding letter of intent (the “LOI”) with TSX Venture Exchange listed Loyalist Exploration Limited (“Loyalist”) for the sale of the Company’s 100% interest in the Tully Gold Project (“Tully” or the “Project”) in Timmins, Ontario. Loyalist Exploration Limited is a recently restructured mineral exploration company led by an experienced management and directors focused on acquiring, exploring, and developing quality mineral properties in Canada. Loyalist recently announced a strengthening of its portfolio through the addition of the Loveland nickel/copper/gold property and the Gold Rush gold/silver property, both located in the Timmins, Ontario mining district. LOI highlights · Cash payment of CA

Zak Mir talks to Segun Lawson, CEO of Thor Explorations. The company provided an operational and financial review for its Segilola Gold mine in Nigeria and for its mineral exploration properties in Nigeria, Senegal, and Côte d’Ivoire for the three months ending December 31, 2024, and the audited financial results for the year ending December 31, 2024. Thor Explorations Ltd. (TSXV / AIM: THX) is pleased to provide an operational and financial review for its Segilola Gold mine, located in Nigeria ("Segilola"), and for the Company's mineral exploration properties located in Nigeria, Senegal and Côte d'Ivoire for the three months ending December 31, 2024 ("Q4 2024") and the audited financial results for the year ending December 31, 2024 (the "Year" or "FY 2024"). The Company's Consolidated Audited Financial Statements together with the notes related thereto, as well as the Management's Discussion and Analysis for the year ending December 31, 2024, are available on Thor Explorations' website at https://thorexpl.