Browsing Tag
London Stock Exchange
330 posts
Cornish Metals advances South Crofty drilling, but can Roskear lift the UK tin revival story?
South Crofty has policy momentum. Roskear assays will test whether Cornish Metals can add real resource upside to the UK tin revival.
Central Asia Metals (CAML) stock faces a bigger copper question after A$232m Cygnus Metals (CY5) deal
Central Asia Metals is buying copper growth in Québec. CAML investors now face a dividend-versus-development test. Read the full analysis.
Can Drax Group turn Bluefield Solar Income Fund into a post-biomass growth engine?
Drax is buying renewables scale. The harder question is whether Bluefield Solar can offset biomass risk and reset investor confidence.
GB Group (LSE: GBG) stock slides as FY26 results expose the cost of its AI identity platform reset
GB Group plc is betting on GBG Go after FY26 results, but investors are watching margins and debt. Find out what comes next.
EnSilica (AIM: ENSI) wins $75m contract as German automotive chip deal strengthens recurring revenue outlook
EnSilica’s $75m German automotive chip deal strengthens ENSI’s revenue outlook. Find out what it means for investors and the sector today!
Drax (DRX) tables 31% premium for Bluefield Solar Income Fund (BSIF), 9% below NAV
Drax Group pays a 31% premium yet stays 9% below NAV for Bluefield Solar Income Fund, exposing how UK renewable funds are now valued by acquirers.
Blencowe Resources (LSE: BRES) sharpens Uganda graphite investment case with $1.2bn Orom-Cross NPV10
Blencowe Resources lifted Orom-Cross graphite NPV10 to US$1.254bn. Find out why funding, offtakes and non-China supply now matter.
Serabi Gold (AIM:SRB) shares rise as Q1 production, cash and profit strengthen Brazil mining outlook
Find out how Serabi Gold’s Q1 profit surge, debt-free balance sheet and Coringa ramp-up could reshape AIM investor sentiment.
Ocado Group (OCDO) stock jumps as Asda ecommerce deal gives UK grocery tech model a fresh test
Ocado Group plc has won a major Asda ecommerce deal. Find out why the partnership could reshape UK online grocery and OCDO sentiment today!
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.