The Telegraph: RAF base terror plot ‘clearly involved’ foreign actor, claims Rubio. Trump’s secretary of state praises close cooperation between Washington and London on counter-terror operation near air base used by US.
Comment: There would appear to be something of a schism between the way that the US regards the RAF Fairford incident, and the UK police bailing the suspects. The bail may be merely a way of not releasing the names of those involved, or it may be that they were merely arranging catering for a surprise party in the area (in the middle of the night). However, the matter does not appear as serious or sinister as it first did, especially if there is no Iranian angle.
Tap Global Group plc (TAP), the regulated crypto-fintech, announces the first purchase of digital assets for its balance sheet reserve under the Company’s new Digital Asset Income Strategy (“DAIS”), a yield-earning reserve of digital assets, deployed through the Group’s established proprietary Tap Earn programme. 3 BTC acquired at an average price of £63,132 (c.US$83,600) per BTC, a total of £189,395. Purchase made c.34% below Bitcoin’s all-time high of c.US$126,000. DAIS reserve holdings of 3 BTC at an average cost of £63,132 per BTC, held and reported separately from the Group’s operational digital assets.
Comment: Even Satoshi Nakamoto would probably be having second thoughts regarding the now totally discredited concept of Bitcoin Treasury. Mining it was right first time, and perhaps lending it out. However, as things stand buying 3 BTC, unless it goes to £1m is subscale and actually not really merit worthy of a RNS.
Alkemy Capital Investments plc (ALK), announced that Glencore, one of the world’s largest commodity traders and TVL’s binding offtake partner, visited the Billingham site of its wholly owned subsidiary Tees Valley Lithium Ltd (“TVL”) on 23 September 2026. ALK “Glencore is one of the most respected names in global commodities, and they have committed to buying our product. Having them on site in Billingham, seeing first-hand where it will be made, shows the strength of that partnership. Europe is investing billions in gigafactories, yet almost all the battery-grade lithium those plants will run on is refined outside the continent. Refining is where supply security is decided, and we’re developing that capability right here on Teesside with partners of Glencore’s calibre alongside us.”
Comment: Now we know why there has been a positive stirring in the ALK share price, something which suggests that the company might have done better to tell the market in advance of the visit. That said, does the visit mean that much. The Pope, Paul McCartney, Andy Burnham or Sydney Sweeney may visit the Billingham site, and yet nothing may be forthcoming. Especially Burnham.
Ondine Biomedical Inc. (OBI), a leader in light-activated antimicrobial therapies to prevent hospital infections, today announces a strategic data and evaluation collaboration with Mela Solutions Ltd. (“Mela Solutions”), who for over 25 years have supported UK healthcare teams and whose Medicus platform is embedded in 90% of National Health Service (“NHS”) intensive care units (“ICUs”). The NHS operates approximately 300 adult critical care units and 5,000 ICU beds, including about 4,000 beds in England.
Comment: At long last we do not have a RNS from OBI which mentions a third party testing the tech to see if it works. We know it works, we have known this for years. The only thing left if to actually get a health care roll out in hospitals and clinics and for it to have happened yesterday.
Incanthera plc (AQSE: INC), a company specialising in developing and supplying innovative technologies for dermatology and oncology, announce that it has completed a financing via the issue of unsecured convertible loan notes to a combination of new and existing investors, raising gross proceeds of £355,000 in aggregate. INC said, “This small funding round enables the company to repay some of its creditors and most critically helps to fund future transaction costs. As we continue to move away from a marketing sponsored, direct-to-consumer model to our partner led, skincare biotech development and supply model our business is continuing to strengthen as reflected also by the recent movements in our share price and growing interest in supporting the company’s transition. I am very confident that this trend is only just starting and we are looking forward to announcing more developments in our business as they continue to mature.”
Comment: Having actually tried and used Skin+CELL, I can actually say that it works. I would not necessarily say that my face looks like a baby’s bottom, but you get the gist. What can be said on a more serious note is that given Skin+CELL needs those sales, it will be interesting to see how soon we have news on this, as well as the company’s retail / acquisition strategy. Ideally, after September’s share price spurt they stay above the recent 2.5p trendline break.
Panther Metals Plc (PALM) announced that the Company has completed its registration with the United States Federal System for Award Management (SAM.gov) and has been successfully issued with a Unique Entity Identifier (“UEI”). Panther has also been issued a NATO Commercial and Government Entity (“NCAGE”) code through the UK Ministry of Defence. PALM said “Obtaining our UEI and NCAGE registrations is a small but important step. Panther is now formally within the system through which we can pursue relevant U.S. Government related opportunities. Our ambition for the Company is significant. We believe we have the potential scale to warrant engagement at government and industry level and have been encouraged to accelerate this dialogue over recent weeks, particularly as North America looks to strengthen and secure domestic supply chains for critical minerals.”
Comment: One of the better phenomena of small cap explorer / developers on the London market in recent times has been the sizzle of potential US government investment in their assets. It would appear that PALM is set to join the party as far as non-dilutive funding, something which by its nature could be transformational to the company and its share price.
GreenRoc Strategic Materials Plc (GROC), a company focused on developing critical mineral projects in Greenland, announced the results of test work on the processing of a representative sample taken from a 20-tonne graphite ore sample, and the selection of GTK Mintec in Finland (a facility of the Geological Survey of Finland (“GTK”)) to process the full 20-tonne sample. A survey of the historical underground workings at Amitsoq has also been completed. Phase III drilling to resume in October 2026. GROC “The strong results from SGS Lakefield, demonstrating high graphite recovery and a high-grade concentrate, provide important validation of Amitsoq’s processing potential. I am also delighted to announce the selection of GTK Mintec to process the full 20-tonne sample. This work moves us closer to producing bulk concentrate for our Danish AAM pilot plant, while the underground survey provides valuable data for the planned Pre-Feasibility Study.”
Comment: Greenland, or should it be Trumpland, has become a major centre of mining development, due it being a relatively unexplored and underdeveloped zone, which could yet have the motherlode of assets under the surface. This month has seen a decent surge in GROC shares, something which now looks set to continue in the run up to the PFS.
Talon Resources plc (TAR), the North American gold exploration company, announced its Interim Results for the six months ended 30 June 2026. TAR said “Looking ahead, and with the outlook for gold expected to remain supportive, we expect a busy remainder of the year as the maiden drilling programme progresses and assay results are incorporated into our geological model and planning for the next phase of exploration at Eagle Lake. In parallel, we will continue to assess opportunities in the Wabigoon Subprovince alongside MINML, while evaluating opportunities elsewhere in North America that fit our wider strategy.”
Comment: It is quite ironic that even though TAR has received the full blast of positive PR, so far this has not really lifted the share price in the way that many of its peers have responded. This may just be a matter of time, or just a few more mentions in the RNS Hotlist.
Kendrick Resources (KEN) announced an update on the Teufelskuppe (“TK”) project. A total of 90 drill holes have been completed to date, 38 diamond and 52 reverse circulation (“RC”) drill holes. Detailed logging and sampling are ongoing with sampled composites being submitted for independent certified laboratory analysis. pXRF measurements and the confidence in the veracity of pXRF data based on its comparison with certified assays over the same core samples (announced on 2 September 2026) from the deposit, provides the opportunity for in-house derivation of both a geological model and the framework for a Mineral Resource Estimate which can be converted to a JORC (2012) Mineral Resource with the introduction of certified laboratory assays to replace pXRF estimates. The opportunity is being taken to define a geological model and generate an in-house volumetric estimate of mineralisation ahead of receipt of certified assays and the generation of a Mineral Resource.
Comment: Shares of KEN are still holding onto a 27x rise for 2026 to date, and have been 30x plus in the recent past too. News such as today’s should allow the stock to consolidate, especially as we look forward to a maiden MRE.
Alliance News: Halo Minerals (HALO) – London-based mineral development company – Announces the completion of the BIOS Mining & Infrastructure has completed a Class 3 engineering and cost update for its Playa Verde copper and gold tailings reprocessing project in Chile. The update puts estimated capital expenditure at about USD92.80 million, excluding VAT, and operating costs at USD2.20 per pound of recovered copper. The project is based on processing about 5.0 million tonnes of material per year over an initial seven-year operating life, with annual production targeted at about 8,640 tonnes of recovered copper and 1,400 ounces of gold. Halo says the indicative implementation period is about 18 months, with the study assuming start-up in October 2028. The company says it is now progressing the remaining technical, commercial and financing workstreams needed for a final investment decision, including an updated Competent Person’s Report, value engineering, permitting, commercial contracting and financing. “Completion of the BIOS MI Class 3 engineering and cost update represents an important step in converting Playa Verde from an advanced technical project into a financing and construction proposition,” Chief Executive Officer Andrew Dennan comments. “The update establishes a current capital and operating cost basis, confirms the defined process route and provides the platform from which we can complete the remaining work required for Final Investment Decision. Our focus is now on value engineering, the updated CPR, permitting, commercial contracting and assembly of an appropriate project financing package.”
Comment: The interest to those who are looking for a significant copper play of HALO is the speed of the process to production. This is not only in terms of the massive tailings proposition, but also the speed to market afforded by the asset being one that the local authorities and community wish to be developed.
