* A corporate client of Hybridan LLP.
** Potential means Intention to Float (ITF) or similar announcement has been made.
***Arranged by type of listing and date of announcement.
****Alphabetically arranged and priced on Share Price and Market Capitalisation during the time of writing on the day of Publication.
Dish of the Day
Admissions:
None
Delistings:
None
What's baking in the oven "new today?"
None
Banquet Buffet****
London Stock Exchange: Main Market and AIM
Bezant Resources 0.160p £33.51m (BZT.L)
The exploration and development Company with projects located in Namibia, Botswana and Zambia announced that it has concluded an agreement with Hartree Metals LLC, Bezant's financing and offtake partner, to participate alongside Bezant in the financing of the accelerated payment arrangements related to the ownership of the NLZM Processing Plant, held under the new company name Tsaoxaub Metals Limited. The Co-Investment Arrangement with Hartree will enable Bezant to complete the remainder of its NLZM Processing Plant purchase obligation, providing flexibility for future modifications and expansion. Mine construction, pit blasting, ore stockpiling and plant modifications are progressing as the Company advances towards its objective of first concentrate production in September 2026.
Calnex Solutions 60.00p £52.40m (CLX.L)
The provider of test and measurement solutions for global telecommunications, digital infrastructure and government & defence markets provided an update on operations and trading ahead of its AGM today. The Company reported an encouraging start to FY27, with an increasingly diversified product portfolio continuing to drive growth and broaden the Group's opportunities, exemplified by a recently secured digital infrastructure win with a major US financial institution, reinforcing the benefits of the diversification strategy. As anticipated, the telecoms market has remained stable during the year to date, with Calnex well-positioned to benefit as demand recovers. In parallel, the Group continues to see attractive opportunities across digital infrastructure and government & defence. Trading in the year to date has been in line with market expectations. The Board remains confident in the Group's prospects for FY27 and continues to expect the targeted investment being made this year to support accelerated growth in FY28.
Corero Network Security 7.75p £37.13m (CNS.L)
The distributed denial of service (DDoS) protection Company announced that it has secured a significant new contract with a leading UK-based fixed and mobile telecommunications and connectivity provider. Alongside one of its strategic alliance partners has secured a 5-year contract for a total contract value of $3.4m. Corero will provide a fully managed service to the customer, incorporating its market-leading SmartWall ONE DDoS protection solution and CORE platform, including Layer 7 Transport Layer Security (TLS) protection capabilities. Separately, Corero has been awarded a new customer contract with one of the world's leading NeoCloud companies. This 3-year contract with a total contract value of $0.5m is for the deployment of Corero's SmartWall ONE solution in two of the customer's data centres with the opportunity to expand across the broader data centre portfolio in the coming months.
Kazera Global 2.03p £17.37m (KZG.L)
The investment Company announced that following consideration by the Regional Mining Development and Environmental Committee (REMDEC), the South African Department of Mineral Resources and Energy (DMRE) has formally approved the application by the Company's wholly owned subsidiary, Whale Head Minerals (Pty) Ltd (WHM), for a Mining Right over Sea Concession 2A (2A), located in the Northern Cape, South Africa. The granting of the 2A Mining Right represents the fulfilment of one of the key strategic objectives that was outlined by the new Kazera board in April 2026 and represents a development for Kazera's Heavy Mineral Sands (HMS) business. 2A underpins the HMS resource base which will be mined and processed on Kazera's behalf under the previously announced strategic partnership with South Africa AT Investments (Pty) Ltd (SAI). The Company is working closely with SAI to ensure timely operational delivery, with commercial production targeted for Q1 2027 and production ramping up to an anticipated minimum of 10,000 tonnes per month of concentrate by Q2 2027.
Quantum Blockchain Technologies 0.27p £5.23m (QBT.L)
The research & development and investing Company focused principally on a R&D programme within blockchain technology announced that it has raised £350,000 at a price of 0.25 pence per Placing Share. The net proceeds of the Placing will be used for continued research and development, bringing the newly granted US patent for its ASIC Ultra Boost to a market-ready condition, porting and integration work with mining hardware and software environments, commercial and business development activities and general working capital purposes.
RentGuarantor Holdings 86.00p £126.74m (RGG.L)
The provider of rent guarantee services provided an unaudited trading update covering the eight months ended 31 August 2026, and an update on the outlook for the rest of the year and into 2027. Revenue increased by 472% to approximately £8.45m, compared with £1.48 for the corresponding period in 2025, while revenue for the month of August reached approximately £3.17m, representing year-on-year growth of approximately 1,273%. Adjusted net profit increased to approximately £2.87m for the year to date, compared with an adjusted net loss of £392,000 (excluding costs associated with Admission to AIM) in the prior period. The Group's cash position was approximately £7.5m at 31 August 2026, compared with approximately £2.4m as at 30 June 2026, and compared with approximately £6m as at 11 August when the Group reported its interim results. It is now the Board's target for the Group to deliver revenues in excess of £14m and a net profit in excess of £4m in 2026.
Rift Helium 7.55p £10.26m (RIFT.L)
The primary helium exploration Company focused on the Upepo Project in Tanzania's proven Rukwa Basin announced that it has received an Environmental Impact Assessment (EIA) Certificate covering its planned 3D seismic programme and the drilling of up to three exploration wells at Upepo. The Certificate covers Rift's planned 3D seismic programme and the drilling of up to three exploration wells at Upepo. Preparatory work is underway, with survey commencement planned later this year to define and rank priority drilling targets ahead of the planned H1 2027 exploration campaign. The 3D programme is designed to reduce subsurface uncertainty before drilling and focus capital on the highest-priority structures.
Rome Resources 0.25p £22.26m (RMR.L)
The Democratic Republic of Congo (DRC) focused critical minerals explorer announced the publication of an updated mineral resource estimate (MRE) for its Kalayi tin deposit at the Bisie North Project in the DRC. The updated Inferred MRE comprises 0.46m tonnes at 1.47% tin (Sn), containing 6.76 thousand tonnes of tin at a 0.80% Sn cut-off grade. Compared with the maiden MRE published by the Company on 30 October 2025 on the same cut-off basis, this represents a 45% increase in contained tin, a 32% increase in resource tonnage and a 10% increase in average grade - representing resource growth achieved without grade dilution. The Company continues to engage with potential strategic parties regarding the advancement and development of the Bisie North Project.
AQSE Market:
Sterling Digital 6.00p £9.36m (AQSE: ASIC)
The Company which uses low-cost underutilised natural gas in West Texas to power high margin digital asset production directly at the source announced it has recorded its first verified Bitcoin mining output during the ongoing commissioning programme. During a controlled live-load commissioning run the site's power-generation system supplied electricity to Sterling's compute fleet, enabling the site to record its first verified Bitcoin mining output, which has been deposited into the Company's institutional-grade custody account with Coinbase. This represents the first end-to-end operation of Sterling's integrated infrastructure, converting contracted low-cost West Texas natural gas into on-site electricity, computing power and digital asset output. Once fully commissioned, Sterling's compute fleet is expected to provide approximately 193,500 terahashes per second of computing capacity.
SuperSeed Capital Limited 75.00p £1.77m (AQSE: WWW)
The venture capital fund of funds for early-stage AI/SaaS companies announced unaudited results for Q2 2026 and the six-months ended 30 June 2026. NAV per share has increased by 10p during the period, now at £1.43 per share inclusive of notional management fees. A total of £273,817 was invested in Fund portfolio investments in the period. Consolidated contracted annual recurring revenue across the Fund portfolio closed June at £19.3m, up 9.6% on the previous quarter. The Fund's investment period has now ended, however further drawdowns from the Fund might arise for follow-on investments into existing Fund portfolio companies. Several companies in the Fund's portfolio are positioning for next-stage financing rounds over the next 12 months.
What’s baking in the oven?
Potential IPOs:***
Dual List:***
18th August: Aimia Inc. (TSX: AIM; JSE: AII) the Canadian diversified conglomerate announced plans to dual list on AIM. It owns a selection of businesses which include: (i) an 100% interest in Cortland International Inc., a global designer, manufacturer and supplier of synthetic fiber ropes, nets, slings and tethers; a 10.85% indirect stake in Clear Media Limited, the largest operator of bus shelter advertising panels in China; and iii) the Company holds a portfolio of publicly listed securities amounting C$12m as of 30 June 2026. No capital is expected to be raised on Admission and deal details remain TBC. Expected first day of dealings 9th September.
5th August: 1947 Oil & Gas, the newly incorporated oil and gas production Company focused on acquiring, operating and growing a portfolio of producing assets in the US, announced its intention to IPO onto AIM. In connection with Admission, the Company has entered into a conditional agreement to acquire Renaissance Offshore, LLC, a privately held, Houston-based oil and gas production Company with interests in eleven fields located in the shallow-water Gulf of America. The Company is raising an updated amount of £40m and the expected market capitalisation of the Company on Admission will be £70m. Admission is expected to occur in mid-September, updated from an expected date of in August.
3rd August: Africa Bitcoin Corporation announced its intention to dual list onto the AQSE Market. The Company is a financial services group with a Bitcoin Treasury Strategy dedicated to providing financial services to SMEs across South Africa with a broad suite of solutions. The Company has a primary listing on the Main Board of the Johannesburg Stock Exchange and secondary listings on the A2X Proprietary Limited and the Namibia Securities Exchange and its ordinary shares also trade on OTCQB Market in the US and the Frankfurt Stock Exchange. Expected Admission date is now TBC, updated from an expected date of 17 August.
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