News

Why vanadium is starting to matter in new places

Vanadium’s role is expanding beyond steel, as long-duration energy storage becomes a serious source of demand...

Two parallel forces redefining global gas positioning

LNG export growth and underground storage investment are converging to reshape the structure of global gas markets, with clear signals for long-term capital...

Emerging markets angle gains from shifting trade winds

Emerging‑market assets are gaining traction as trade tensions ease and reform momentum rises in key economies...

Copper moving into sharper focus as trade and supply disruptions align

Copper is moving into focus as trade stability and supply disruptions converge at a key moment for long-term demand...

China’s latest market move hints at deeper alignment between capital and policy

China’s equity rally is less about momentum and more about alignment, between trade signals, policy tone, and capital flows...

JPMorgan European Discovery Trust reports outperformance in September (JEDT)

As of 30 September 2025, the trust outperformed its benchmark. Gains were supported by strong stock selection in construction, materials, and energy, with Tecnicas Reunidas and Puuilo contributing positively...

US natural gas export pivot offers investor intrigue

The US natural gas market is realigning, export growth and global linkages are replacing the old domestic abundance story...

Investor positioning shifts as European banks and tech take the lead

European equities are rebalancing, with capital shifting into banks and tech as earnings and macro signals improve...

Copper pushes higher as trade thaw aligns with tight supply

Tighter supply and a softer trade backdrop are putting copper back in focus as capital shifts toward real-economy assets...

Gattaca FY25: Profit up, Tech focus, and Sector growth (LON:GATC)

Gattaca CEO Matthew Wragg joined DirectorsTalk to discuss the company’s FY25 results, highlighting a 13% profit increase, growth in infrastructure and energy sectors, and the impact of AI and automation through the TWICE AS project...

Thor Energy sets sights on mine‑waste uranium retrieval strategy

Thor Energy has struck a revenue‑share deal to turn legacy uranium waste into value with minimal cost...

Policy signals and trade shifts put Asia back in focus

Policy signals and trade shifts are drawing capital back to Asia, reopening investor appetite for export-driven exposure...

A turning point for UK equities as the index reaches fresh highs

London’s stock market may be entering a new phase where value, yield and improving earnings come together in one opportunity...

Grainger Plc welcomes Renters’ Rights Bill as positive step for UK rental sector

Grainger plc, the UK’s largest listed private rental provider, has welcomed the passage of the Renters’ Rights Bill through the House of Commons, with Royal Assent expected before the end of 2025...

Great Portland Estates sells 1 Newman Street for £250m to Royal London Asset Management

Great Portland Estates has sold 1 Newman Street, W1, to Royal London Asset Management Property for £250 million, achieving a net initial yield of 4.48%, slightly above its March 2025 valuation...

Greencore–Bakkavor merger clears CMA Phase 1

Greencore and Bakkavor announced that the UK Competition and Markets Authority has completed its Phase 1 review of their proposed merger, raising no competition issues across about 99% of the combined group’s activities...

HSBC takes US$1.1bn provision after Luxembourg court ruling

HSBC Holdings will recognise a US$1.1 billion provision in its Q3 2025 results after the Luxembourg Court of Cassation partially denied an appeal by HSBC Securities Services Luxembourg in relation to the Bernard L. Madoff fraud case...

Thor Energy investee EnviroCopper secures A$3.5m funding for ISR copper projects

Thor Energy announced that EnviroCopper Limited, in which Thor holds a 24% stake, has signed an agreement for a A$3.5 million investment from an international company to support its ISR copper technology and projects at Kapunda and Alford in South Australia...

Great Western Mining identifies 2.8km tungsten and copper anomaly at Huntoon Project

Great Western Mining announced positive soil sampling results from claims adjoining its Huntoon Copper Project in Nevada, revealing elevated tungsten, copper, and zinc over a 2.8 km strike length...

One Health Group reports 17% revenue growth and strong H1 performance

One Health Group reported a 17% rise in revenue to £15.5 million for the six months to 30 September 2025, supported by double-digit increases across all key metrics...
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Why vanadium is starting to matter in new places

Vanadium’s role is expanding beyond steel, as long-duration energy storage becomes a serious source of demand...

Two parallel forces redefining global gas positioning

LNG export growth and underground storage investment are converging to reshape the structure of global gas markets, with clear signals for long-term capital...

Emerging markets angle gains from shifting trade winds

Emerging‑market assets are gaining traction as trade tensions ease and reform momentum rises in key economies...

Copper moving into sharper focus as trade and supply disruptions align

Copper is moving into focus as trade stability and supply disruptions converge at a key moment for long-term demand...

China’s latest market move hints at deeper alignment between capital and policy

China’s equity rally is less about momentum and more about alignment, between trade signals, policy tone, and capital flows...

JPMorgan European Discovery Trust reports outperformance in September (JEDT)

As of 30 September 2025, the trust outperformed its benchmark. Gains were supported by strong stock selection in construction, materials, and energy, with Tecnicas Reunidas and Puuilo contributing positively...

US natural gas export pivot offers investor intrigue

The US natural gas market is realigning, export growth and global linkages are replacing the old domestic abundance story...

Investor positioning shifts as European banks and tech take the lead

European equities are rebalancing, with capital shifting into banks and tech as earnings and macro signals improve...

Copper pushes higher as trade thaw aligns with tight supply

Tighter supply and a softer trade backdrop are putting copper back in focus as capital shifts toward real-economy assets...

Gattaca FY25: Profit up, Tech focus, and Sector growth (LON:GATC)

Gattaca CEO Matthew Wragg joined DirectorsTalk to discuss the company’s FY25 results, highlighting a 13% profit increase, growth in infrastructure and energy sectors, and the impact of AI and automation through the TWICE AS project...

Thor Energy sets sights on mine‑waste uranium retrieval strategy

Thor Energy has struck a revenue‑share deal to turn legacy uranium waste into value with minimal cost...

Policy signals and trade shifts put Asia back in focus

Policy signals and trade shifts are drawing capital back to Asia, reopening investor appetite for export-driven exposure...

A turning point for UK equities as the index reaches fresh highs

London’s stock market may be entering a new phase where value, yield and improving earnings come together in one opportunity...

Grainger Plc welcomes Renters’ Rights Bill as positive step for UK rental sector

Grainger plc, the UK’s largest listed private rental provider, has welcomed the passage of the Renters’ Rights Bill through the House of Commons, with Royal Assent expected before the end of 2025...

Great Portland Estates sells 1 Newman Street for £250m to Royal London Asset Management

Great Portland Estates has sold 1 Newman Street, W1, to Royal London Asset Management Property for £250 million, achieving a net initial yield of 4.48%, slightly above its March 2025 valuation...

Greencore–Bakkavor merger clears CMA Phase 1

Greencore and Bakkavor announced that the UK Competition and Markets Authority has completed its Phase 1 review of their proposed merger, raising no competition issues across about 99% of the combined group’s activities...

HSBC takes US$1.1bn provision after Luxembourg court ruling

HSBC Holdings will recognise a US$1.1 billion provision in its Q3 2025 results after the Luxembourg Court of Cassation partially denied an appeal by HSBC Securities Services Luxembourg in relation to the Bernard L. Madoff fraud case...

Thor Energy investee EnviroCopper secures A$3.5m funding for ISR copper projects

Thor Energy announced that EnviroCopper Limited, in which Thor holds a 24% stake, has signed an agreement for a A$3.5 million investment from an international company to support its ISR copper technology and projects at Kapunda and Alford in South Australia...

Great Western Mining identifies 2.8km tungsten and copper anomaly at Huntoon Project

Great Western Mining announced positive soil sampling results from claims adjoining its Huntoon Copper Project in Nevada, revealing elevated tungsten, copper, and zinc over a 2.8 km strike length...

One Health Group reports 17% revenue growth and strong H1 performance

One Health Group reported a 17% rise in revenue to £15.5 million for the six months to 30 September 2025, supported by double-digit increases across all key metrics...
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