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Gold

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Amex Exploration #gold, Larvotto Resources

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Myriad Uranium, Strategic Minerals, Helix Exploration

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@VW @BYDCompany @Porvair @ConcurrentPlc @Halmaplc @currys @Samsung @InvinityEnergy

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CAmeco Corporation

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Wheaton Precious Metals, Metals X and Stellar Resources, tin and South Africa

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ARM, AMD, Renishaw, XP Power, IQE, Ensilica, BAE Systems, RWS Holdings, Invinity Energy Systems

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Cornish Metals, Atlantic Lithium, Amex Exploration

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Gold

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Andrada Mining, Empire Metals, Goldstone Resources, J2 Metals

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Serabi Gold, Mkango, Vale

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@aurrigoplc @ITMPowerPLC @Alphabetlnc @Microsoft @amazon @Meta @Computacenter @RollsRoyce @IQEplc @nvidia @MACOMtweets #investing

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Silver

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Silver

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Silver, Guanajuato Silver, Ferrexpo, Resolute Mining

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Oscillate PLCServal Resources PLCYellow Cake PLC #Brazil #mines #minister

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F3 Uranium Metals ExplorationResolute MiningTinka Resources

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Myriad UraniumPinnacle SilverRio Tinto

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AI #DataCentres #batteriesTSMCPulsar HeliumASMLITMConcurrent TechnologiesAmcomriRRAvingtransFrontier IPSRT MarineEquipmake

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Avino AmexKavango

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Antofagasta, Thor Exploration

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SulphuricAcidAndrada MiningGreat Southern CopperVersamet /SkeenaOriole

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@RiftHelium @Avino_ASM @TungstenWest #Brent #diesel

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Cornish MetalsPulsar HeliumAtalaya CopperLara ExplorationTerra Metals

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CAMLAmaroqHeliostar

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Rio TintoAmaroq

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Panthera ResourcesEmmersonSurgePredictive discoveryPerseus

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Guanajuato Silver and Endeavour Silver, Barrick Mining, Caledonia Gold

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John Argent, VP Geoscience at Sound Energy and Oliver O'Donnell of VSA Capital discuss Sound's hydrogen and helium joint venture.

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Pulsar HeliumRZ ResourcesSimandou Iron MineStellar Resources

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Gold

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Pulsar HeliumAllied GoldCameco

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Nano One Materials

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@Equipmake @Google @Microsoft @MetaNewsroom @Samsung @CaterpillarInc @Computacenter @Filtronic @kromekgroup @JourneoPLC #GDWN Goodwin PLC @solidstatelogic @TTElectronics

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Silver

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@StrategicMnrls @SilverVarden @ctlithium @AtlanticLithium @ArcMinerals @GreenxMetals

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USA #Australia #mining #dealCaledonia MiningAtalayaPMET Resources

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Orsted, BRoadcom, Cloudflare, Taiwan Semi, ASML, Nebius, AMD, ORacle, JP Morgan, Synectics, Oxford Instruments, Active Ops, Bites Technology, Volex

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CApital Limited

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LMEWeek2025Rio TintoPulsar HeliumSerabi Gold

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Strategic MineralsTamar MineralsSt George Mining

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​Johnson MattheyQuartixDialightVolutionIntercedeNetcallXeros Technology

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Decline in #London as a #mining centre

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Data centres and the energy required, JLR and the auto industry,Aurrigo, Invinity, CPH2, Ceres Power, SSE, National Grid, Cyber plays, Corero Network Security, BAE Systems, BT

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Sierra Madre, Pulsar Helium, Westgold, NGeX

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Guanajuato Silver's James Anderson joins Andrew and Paul as well as news from Barrick, Newmont, Cornish Metals, Strategic Minerals, Tamar Resources, Mkango

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Pulsar Helium, Mkango

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Following Interim Results from Sound Energy plc (SOU LN) Andrew Monk and Oliver O'Donnell, CFA spoke to Andy Matharu who recently joined the company as CFO to discuss the results, why he joined, and the company's plans for the future.

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copper#cobalt#gold#silverCarnaby Resources, Griffin Mining, Kavango Resources

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SilverMyriad Uranium#gold #uranium

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Silver, Pan African Resources

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SilverResolute Mining

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JacksonHole2025 #ETFs ADI_News AsteraLabs AristaNetworks MIT amg_criticalmat Delta_Americas GE Verona $GEV ITMPowerPLC nanocotech AmcomriGroup

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RheEnergise

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Nano One#Lithium#Vanadium

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Transitional Energy 100725 by VSA Capital

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🌱 @eqtec on waste-to-energy innovation ♻️⚡ @Volex 🛠️ @TTElectronics 📉 Energy prices and market dynamics 💡🌬️ @SSE 🌱🛡️ @Cohortplc 🧠 @synecticsglobal 📚 @RMEducation 📖👩‍💻 @KainosSoftware 💻🔬 @IPGroupplc 💡🛞 @AurrigoAuto 🚘

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💡 Lithium 🏔️ @SierraMadreSM Commercial production; major milestone achieved.🇺🇸 @LithiumAmerican NASDAQ delisting⚒️ @EndeavourMining Cote D'Ivoire PFS

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@LeadingEdgeMtls - permitting update@YellowCaker -interim results@PantheraPlc - @VSACapital initiation available on our portal reviewing litigation peers, damages estimation and how these stocks trade through the process.

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Nano One💬 Talking points:💡 Non-dilutive funding sources📊 Market dynamics & competition🌍 Energy transition outlook

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• @GoldstoneRes• @IONIC_RE• @BrazilianNickel• @_VariscanMines

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🔨 @EQResourcesASX – funding update.🌍 @FerroAlloyRes – change of focus.✨ @NorthernStarASX bid for @DeGreyMining💎 @TungstenWest

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🔋 @Renewi_plc Transforming waste into valuable resources, championing the circular economy.🌱 @eqtec – waste to energy.⚡ @Volex - interconnect solutions.🌍 @CleanPowerH2 - a hydrogen technology company🚗 @ABDynamics – automotive testing systems.📡 @TransenseTech – sensor and measurement solutions.💻 @FDTplc - tech and consulting for financial services📁 @IdoxInfoService Streamlining document management

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VSA Capital’s latest oil and gas podcast is the first in the new format combining a special guest interview with Mark Routh, CEO, of Prospex Energy followed by in house views from host Andrew Monk and Oliver O’Donnell. This episode focuses on Prospex Energy and investing in European energy. Let us know what you think about the format and if you think you know a company or industry insider that should take part in a future episode, please get in touch with one of the VSA Capital team.

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