Basic Materials

Companies involved in the manufacture of chemicals, construction materials and paper products. It also covers businesses engaged in the exploration and processing of commodities. UK‑listed companies in this sector include Johnson Matthey plc, Croda International plc, CRH plc, Travis Perkins plc, DS Smith plc and Glencore plc.

Copper supply pressure strengthens the investment case

Copper’s rise highlights a more constructive investor case, with supply pressure and strategic demand outweighing short-term spot market weakness...

May 11, 2026

Vanadium supply moves into investor focus

Vanadium’s established steel demand and emerging battery role are putting supply security and project timing higher on the investor agenda...

May 11, 2026

Victrex reports H1 2026 revenue growth amid profit decline

Victrex reported H1 2026 revenue growth of 1% to £147.1m on 6% higher sales volumes, while underlying profit before tax fell 18% to £19.0m due to sales mix, pricing and..

May 11, 2026

FTSE 100 Slides as Retail and Mining Gains Fail to Outweigh Weakness in Defensives

FTSE 100 rises as strong gains in retail and mining stocks outweigh weakness in defensives, with lower oil prices helping selected cyclical names...

May 7, 2026

Quicklime’s role in modern metallurgy

Quicklime plays a practical role in metallurgy by helping producers improve metal purity, manage slag and support more efficient operations...

May 7, 2026

Ferro-Alloy Resources Progresses Balasausqandiq Development as Panmure Liberum Maintains BUY Rating

Ferro-Alloy Resources progresses Balasausqandiq development plans as Panmure Liberum maintains BUY rating and highlights project economics improvements...

May 7, 2026

Alien Metals highlights high-grade results from Munni Munni phase 1 drilling

GreenTech Metals has reported high-grade platinum, palladium, copper and nickel intercepts from Phase 1 drilling at the Munni Munni Project in Western Australia, supporting potential resource growth and future bulk..

May 7, 2026

Jubilee Metals reports higher copper production as Zambia ramp-up continues

Jubilee increased nine-month saleable copper production by 28.7% to 2,177 tonnes, with Roan output more than doubling and Molefe Mine expansion progressing ahead of further guidance...

May 6, 2026

Alien Metals updates on Elizabeth Hill expansion and development plan

Alien Metals says JV partner West Coast Silver has outlined a growth and development plan for Elizabeth Hill, targeting near-term production, resource expansion and a low-capex starter open pit...

May 6, 2026

Total Graphite reviews US Anode PFS to advance integrated battery supply chain

Total Graphite is updating its US-based anode processing feasibility study to align with current market conditions and support a vertically integrated graphite-to-battery supply strategy alongside its Montepuez project...

May 5, 2026

Cora Gold CEO Bert Monro on the fully funded path to first gold at Sanankoro

Cora Gold’s CEO explains the strategic rationale behind its US$120 million streaming agreement with Eagle Eye, the benefits over traditional project finance, and the next milestones toward construction and production..

May 1, 2026

Emerald Resources builds gold growth momentum

Emerald Resources is using cash flow from Okvau to support gold growth plans at Dingo Range and Memot...

May 1, 2026

Cora Gold funding deal puts Sanankoro development in focus

Cora Gold’s US$120 million funding package gives Sanankoro a clearer route towards development, with permitting now the key milestone...

May 1, 2026

Total Graphite updates Mozambique development strategy

Planned study updates will reassess costs, pricing, and phased development options while supporting financing discussions and long-term downstream graphite ambitions...

May 1, 2026

Oriole Resources CEO Martin Rosser highlights 1.2Moz gold milestone at Mbe

Martin Rosser discusses the maiden Mbe North resource, ongoing drilling to expand the deposit, and early steps toward potential mine development...

April 30, 2026

Oriole Resources highlights resource growth and 2026 exploration progress

Oriole Resources PLC reports progress across its African gold portfolio, including a 1.23Moz JORC resource at Mbe and further drilling aimed at increasing resources in 2026...

April 30, 2026

Ferro-Alloy Resources reports FY2025 results with upgraded project economics

The company highlights improved feasibility metrics for its Balasausqandiq project, including a higher NPV of $931.6m and reduced funding needs, while continuing R&D progress despite a net loss of $8.42m...

April 30, 2026

Atlas Metals reports 2025 results and progress on UPSA transaction

Atlas Metals Group plc reported a 2025 loss of £2.0 million and outlined progress toward its proposed UPSA reverse takeover, expected to complete in mid-2026. The Company also sold its..

April 30, 2026

KEFI Gold and Copper updates on Saudi JV progress and project pipeline

KEFI reports progress on its Saudi joint venture GMCO, including feasibility work at Jibal Qutman, resource expansion at Hawiah, and steps toward independent project financing and valuation of its 13%..

April 30, 2026

Tungsten West advances Hemerdon restart, Broker sees 70% upside, H&P

Tungsten West advances Hemerdon restart with strong funding progress and favourable tungsten prices, H&P highlights 70% upside potential...

April 29, 2026

News and Interview Alerts

Company Presentations

Open Orphan Investor Presentation – 2021 a good year, 2022 will be a great year

Ferro-Alloy Resources Investor Presentation 2022

Tirupati Graphite overview – Critical materials for green economy

Dekel Agri-Vision Investor Presentation 2022

Q&As

Hardman & Co

Real Estate Credit Investments (RECI) FY’26 results: High yield, clear path to dividend cover

13 July 2026

Cavendish plc: Solid performance in still tough markets

30 June 2026

Cavendish plc delivers solid performance in tough markets

24 June 2026

ICG Enterprise Trust FY’26 results: look to future realisations

11 June 2026

NB Private Equity Partners 2025 results: Looking to future realisations

29 May 2026

Green News

Firering Strategic Minerals sets revised AGM date

24 July 2026

Firering Strategic Minerals starts hot commissioning of third Limeco kiln

22 July 2026

Total Graphite advances Madagascar optimisation and Mozambique development

17 July 2026

Quadrise Retail Offer raises £0.4 million

14 July 2026

View all Sustainable sectors, Plcs and news >>

Search

Latest Interviews

Real Estate Credit Investments: 10% Yield Strategy Backed by Senior Secured Property Lending (Video)

BrokerTalk

Record’s Inflows Reinforce Confidence in Growth Pipeline

27 April 2026

Cora Gold Funding Deal Takes Sanankoro to Fully Funded Status, Says Hannam & Partners

24 April 2026

Norcros plc reports good progress as FY26 matches expectations, Equity Development

23 April 2026

Primary Health Properties 7.6% yield backed by “Accretive Earnings”, says Shore Capital (LON: PHP)

22 April 2026

Funds

Ruffer Investment Company delivers positive 2026 returns

24 July 2026

Law Debenture outperforms benchmark in strong first half

24 July 2026

Fidelity Special Values sees compelling opportunities in UK mid and small caps

22 July 2026

Fidelity China Special Situations outperforms as AI holdings drive positive returns (LON: FCSS)

22 July 2026

Fidelity Asian Values share price rises 10% as value rotation gathers pace (LON: FAS)

22 July 2026

View all Funds, Market Insights and news >>

FTSE 100 News

Smiths Group to begin second £400 million share buyback tranche

6 July 2026

Aviva confirms compliance with post-offer intentions on Direct Line acquisition

1 July 2026

Smiths Group completes Smiths Detection sale and outlines shareholder return plan

1 July 2026

Segro Plc rejects Prologis proposal and outlines value case

30 June 2026

UK Broker Ratings

Syncona Limited (SYNC.L) Stock Analysis: Eyeing an 88.79% Potential Upside

23 July 2026

Spire Healthcare Group PLC (SPI.L): Navigating the Healthcare Landscape with a 15% Upside

23 July 2026

Sirius Real Estate (SRE.L): An Investor’s Guide to Its 28% Upside Potential and Strong Dividend Yield

23 July 2026

Dr. Martens PLC (DOCS.L) Stock Analysis: Unveiling a 32.5% Potential Upside for Investors

23 July 2026

SUPERMARKET INCOME REIT PLC ORD (SUPR.L) Investor Outlook: Navigating a 7.10% Dividend Yield Amid Market Volatility

23 July 2026

Basic Materials

Copper supply pressure strengthens the investment case

Copper’s rise highlights a more constructive investor case, with supply pressure and strategic demand outweighing short-term spot market weakness...

May 11, 2026

Vanadium supply moves into investor focus

Vanadium’s established steel demand and emerging battery role are putting supply security and project timing higher on the investor agenda...

May 11, 2026

Victrex reports H1 2026 revenue growth amid profit decline

Victrex reported H1 2026 revenue growth of 1% to £147.1m on 6% higher sales volumes, while underlying profit before tax fell 18% to £19.0m due to sales mix, pricing and currency impacts...

May 11, 2026

FTSE 100 Slides as Retail and Mining Gains Fail to Outweigh Weakness in Defensives

FTSE 100 rises as strong gains in retail and mining stocks outweigh weakness in defensives, with lower oil prices helping selected cyclical names...

May 7, 2026

Quicklime’s role in modern metallurgy

Quicklime plays a practical role in metallurgy by helping producers improve metal purity, manage slag and support more efficient operations...

May 7, 2026

Ferro-Alloy Resources Progresses Balasausqandiq Development as Panmure Liberum Maintains BUY Rating

Ferro-Alloy Resources progresses Balasausqandiq development plans as Panmure Liberum maintains BUY rating and highlights project economics improvements...

May 7, 2026

Alien Metals highlights high-grade results from Munni Munni phase 1 drilling

May 7, 2026

Jubilee Metals reports higher copper production as Zambia ramp-up continues

Jubilee increased nine-month saleable copper production by 28.7% to 2,177 tonnes, with Roan output more than doubling and Molefe Mine expansion progressing ahead of further guidance...

May 6, 2026

Alien Metals updates on Elizabeth Hill expansion and development plan

Alien Metals says JV partner West Coast Silver has outlined a growth and development plan for Elizabeth Hill, targeting near-term production, resource expansion and a low-capex starter open pit...

May 6, 2026

Total Graphite reviews US Anode PFS to advance integrated battery supply chain

May 5, 2026

Cora Gold CEO Bert Monro on the fully funded path to first gold at Sanankoro

May 1, 2026

Emerald Resources builds gold growth momentum

Emerald Resources is using cash flow from Okvau to support gold growth plans at Dingo Range and Memot...

May 1, 2026

Cora Gold funding deal puts Sanankoro development in focus

Cora Gold’s US$120 million funding package gives Sanankoro a clearer route towards development, with permitting now the key milestone...

May 1, 2026

Total Graphite updates Mozambique development strategy

Planned study updates will reassess costs, pricing, and phased development options while supporting financing discussions and long-term downstream graphite ambitions...

May 1, 2026

Oriole Resources CEO Martin Rosser highlights 1.2Moz gold milestone at Mbe

Martin Rosser discusses the maiden Mbe North resource, ongoing drilling to expand the deposit, and early steps toward potential mine development...

April 30, 2026

Oriole Resources highlights resource growth and 2026 exploration progress

Oriole Resources PLC reports progress across its African gold portfolio, including a 1.23Moz JORC resource at Mbe and further drilling aimed at increasing resources in 2026...

April 30, 2026

Ferro-Alloy Resources reports FY2025 results with upgraded project economics

April 30, 2026

Atlas Metals reports 2025 results and progress on UPSA transaction

Atlas Metals Group plc reported a 2025 loss of £2.0 million and outlined progress toward its proposed UPSA reverse takeover, expected to complete in mid-2026. The Company also sold its Gold Ridge investment and continued reviewing options for non-core assets...