Zeus Research Audio Notes

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Episodi

421 episodi

1. Spectra Systems - Egypt order raises curtain on major new market 2 settimane fa 2:40
2. Kenmare Resources- Initiation: Turning point? 1 mese fa 5:17
3. Spectra Systems - H1 challenges, closing in on polymer target 1 mese fa 3:05
4. Alkemy Capital Investments - UK government grant award 2 mesi fa 2:40
5. Kazera Global - Mining investment company - Corporate 2 mesi fa 2:34
6. Cohort - Recent pullback presents opportunity 2 mesi fa 3:35
7. Avacta Group - Initiation: With Surgical pre|CISION 2 mesi fa 2:28
8. CEO interview with Paul McDade, Afentra 3 mesi fa 18:21
9. Arc Minerals - Copper Belt - Poised for discovery 3 mesi fa 4:31
10. Empire Metals - Pitfield MRE update - the “largest” titanium deposit defined globally 3 mesi fa 2:46
11. First Tin - Steady progress to production - Corporate 3 mesi fa 4:07
12. Empire Metals - Initiation: Gamechanger? 3 mesi fa 3:55
13. Oriole Resources - Initiation: Securing a dominant foothold in a new frontier 4 mesi fa 4:25
14. Pantheon Resources - Kodiak – worth bearing with it 4 mesi fa 5:44
15. Afentra - Initiation of coverage 4 mesi fa 5:32
16. Andrada Mining - Initiation: Growing critical mineral producer 4 mesi fa 2:59
17. Trifast - Margin rebuild delivering, 10% in sight 4 mesi fa 3:00
18. Topps Group - H2 margin pressure forces downgrade 4 mesi fa 3:11
19. Halfords - Good FY26; FY27 top end of range 4 mesi fa 3:14
20. Rift Helium – Tanzania helium explorer with funded drilling programme 5 mesi fa 6:22
21. Star Energy - £9m equity raise to support UK acquisitions 5 mesi fa 5:44
22. LBG Media - Uncovered a valuable acquisition 5 mesi fa 6:26
23. Norcros - FY26 performance reinforces the investment case 5 mesi fa 3:14
24. Team Internet Group - FY25 & FY26 trading update 5 mesi fa 3:39
25. Sintana Energy - Diverse exposure to global exploration hotspots 5 mesi fa 5:55
26. Jersey Oil and Gas - Buchan holds significant value as UK backdrop continue to improve 5 mesi fa 6:22
27. Gulf Marine Services - Growth and deleveraging continue, shareholder returns upcoming 5 mesi fa 5:48
28. East Star Resources - Initiation: Unlocking Kazakhstan’s copper and gold potential 5 mesi fa 5:04
29. Ariana Resources - Updated valuation following Dokwe PFS update 6 mesi fa 5:28
30. Tungsten West - Initiation: the UK’s next mine 6 mesi fa 6:42
31. Endomines - All signs point north 6 mesi fa 4:16
32. Strategic Minerals - Growing resources and economics 7 mesi fa 5:14
33. Judges Scientific: Strong recovery potential 8 mesi fa 3:51
34. SigmaRoc- Strong FY25 with conservative expectations for FY26 8 mesi fa 5:35
35. Audio Expert interview - Mark Williams - Shipping Strategy 8 mesi fa 10:42
36. AFC - Production demonstrations: the kit all works! 8 mesi fa 2:41
37. Aurrigo International - Initiation: inflection point 10 mesi fa 2:56
38. Celsius Resources - Celsius reports MCB DFS 10 mesi fa 2:36
39. Serabi Gold - Target price increased 10 mesi fa 2:58
40. Strategic Minerals - Redmoor drilling delivers exceptional tungsten intersections 1 anno fa 4:36
41. Trifast - Operational improvements driving margin 1 anno fa 5:59
42. Likewise - Strong topline growth 1 anno fa 2:46
43. Norcros - Outperforming despite end markets 1 anno fa 5:09
44. Altona Rare Earths - Initiation: From explorer to miner? 1 anno fa 4:35
45. CEO interview with Vikki Jeckell, Tees Valley Lithium (owned by Alkemy Capital - ALK) 1 anno fa 12:09
46. UK video games sector - Positioned for strong earnings upside 1 anno fa 3:48
47. SpaceandPeople - Good momentum into 2026 1 anno fa 2:34
48. Topps Group - Positive momentum in H2 1 anno fa 2:43
49. Strix - H1 results 1 anno fa 5:34
50. Spectra Systems - Catching up on SPSY a week after the results – fundamental strengths notwithstanding changes to FY26E 1 anno fa 4:33