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Shearwater Group #SWG has announced a five-year, circa £25 million contract expansion with a global telecoms customer, materially improving revenue visibility and supporting FY26 expectations. This morning’s appointment of Jonathan Entract as Independent Non-Executive Director and Audit Committee Chair adds a governance and capital allocation angle, with investors likely to focus on cash conversion, margin quality and whether the Group is now better positioned for its next phase of growth.

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Fortuna Metals is advancing its Malawi rutile and graphite project at a rapid pace. The company is currently drilling, a bulk sample's been taken, work is ongoing on early economic calculations, and previous sampling shows that the grade is highly attractive. The project is close to a railway, and not far away from Sovereign Metals' major mineral sands development at Kasiya. Fortuna's chief executive Tom Langley joins Vox to tell us more

#Mining #voxmarkets #FUN

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Analyst Peter Hitchens has written an extensive research report on Quantum Helium, the company with extensive assets in Colorado. Hitchens joins Vox to tell us why he likes the company, to explain the reasoning behind his ambitious price target for the company, and to outline some of the broader economic context in which Quantum is operating.

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In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive FY’26 results and in line FY'27 outlook.

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Mindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.

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Rift Helium listed in London in April, and it’s been all systems go since then. The company is currently working on an environmental impact assessment at its helium project in Tanzania. The EIA is a prelude ti a major seismic campaign planned for later this year, and the results from that will be plugged into planning for a drill programme in 2027. Rift chief executive Charlie Fitzroy joins Vox to tell us more

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Pinnacle Silver & Gold has signed an agreement with well-known metals trader Auramet, under the terms of which  Auramet has agreed to provide US$5 million in finance for the development of the El Potrero gold and silver project in Mexico. The El Potrero project comprises several old mines that could be brought back into production pretty quickly and relatively cheaply, if shown to be economic. Pinnacle is currently mid-way through a major drilling campaign there. Chief executive Bob Archer joins Vox to tell us more.