MedPal AI plc (MPAL) , the AI-native digital health and pharmacy group, reports further growth in September 2026 and announced a General Meeting of shareholders. Group annualised revenue run rate is now over £38 million, up from over £35 million reported on 21 September 2026 and approximately £28 million for August 2026. This is September revenue multiplied by twelve, not a forecast. Over £1 million of September 2026 revenue came from New Health repeat orders and NHS prescriptions and eMARx subscriptions together representing around one third of Group September 2026 revenue of approximately £3.2 million. The Company has opened discussions with UK clearing banks regarding a working capital facility secured on its receivables and expects supplier credit terms to follow as its trading record lengthens. If a facility is secured, the Board would expect it to reduce the need to raise further equity to fund the Group's working capital cycle as growth continues.
Comment: The much-fabled hockey stick revenue jump is something which many promise, but few deliver. MPAL has done this in spades, and perhaps what is most impressive has been the company’s ability to meet demand from a sharply growing market. In terms of funding, although there have been highly successful placings, with the shares trading at a solid premium to the last one at 5p, a working capital facility would probably be the icing on the cake as far as the fundamentals in the near term. The rather punchy charting call of 10p by the end of October appears on track.
Reveille [AQSE: REV], a UK natural resources exploration and development company with a primary focus on Italy's largest uranium deposits, announced the appointment of The Hon. Michael R. Pompeo as Non-Executive Chairman of the Company. Secretary Pompeo served as the 70th United States Secretary of State from 2018 to 2021, having previously served as Director of the Central Intelligence Agency from 2017 to 2018. REV said “We are deeply honoured that Secretary Pompeo has agreed to join Reveille’s Board at this pivotal stage in the Company’s evolution. From our first discussions, he immediately recognised the scale of the substantial historic investment undertaken by a subsidiary of ENI in Val Vedello and Novazza, and the significance of the turning point now taking place in Italy’s energy debate. Against this backdrop, Reveille has the opportunity, subject to the necessary approvals and further exploration work, to define one of Europe’s most prospective uranium opportunities.”
Comment: Through this morning’s fog, one had rub one’s eyes and double take at the computer screen in terms of today’s announcement from REV. Clearly Mike Pompeo’s arrival at REV is a big deal, as he is not the type of person one meets at your typical networking events. His arrival underlines the importance of REV’s position in the area of energy security, and will surely shine a rather bright light on the company.
Delta Gold Technologies PLC (Aquis: DGQ) presented its Audited Financial Results for the period from incorporation to 30 April 2026. Funds raised during the period of £5.2 million. Research and Sponsorship and exclusive Technology Licencing Agreement signed with Pennsylvania State University, adding a second world class academic partner alongside University of Toronto. A total of £707,134 invested in our research projects with U of T and Penn State. Haynes Boone, leading US patent prosecution firm, appointed as Global IP counsel. First provisional patent application filed by the U of T in May 2026. Three full patent applications filed by Penn State.
Comment: One can understand the frustration of the bears who have baulked at DGQ’s recent £100m plus market cap, off the back of a few patents and a £700k punt. But of course, life is unfair and the company is in a very hot area – quantum computing. If the company was listed in the USA one would imagine the market cap would be 10x of what it is here.
CleanTech Lithium PLC (CTL) , an exploration and development company advancing sustainable lithium projects in Chile, announced highly encouraging results from a comprehensive technical programme focused primarily on optimising and refining the process flowsheet developed in the Laguna Verde´s Pre-Feasibility Study (“PFS”). The programme culminated in the production of lithium carbonate with purities of up to 99.75% Li₂CO₃, independently analysed by Alex Stewart Laboratory.
Comment: Proving up the product is clearly as important as permitting, and of course the run up to the dual listing on the ASX at the end of this year, which should be transformational for CTL. With the shares very much in recovery mode, we should see 10p plus this side of Christmas.
East Star Resources Plc (EST) , the Kazakhstan-focused gold and copper exploration and development company, provided an update on exploration activities at the Rulikha Copper Project, being advanced through its joint venture with Kazakh company, Nova Ltd. All permissions for drilling on Licence 3631 have now been received. A drilling contract has been executed and a drill rig has been mobilised to site, with drilling operations commencing on 5 October 2026, at no cost to East Star. Drilling is expected to initially comprise five drill holes across two target areas for approximately 1,500 metres and is designed to verify historically logged mineralisation.
Comment: With celebrity investor backing, in this case the “Howard Hughes” of the London stock market, we have seen shares of EST more than double since the start of last month. One would expect an ongoing re-rate here, helped along by this backing, as well as the company’s own merits in terms of strong JV partners and significant assets.
Andrada Mining Limited (ATM) , a tin producer with a portfolio of critical minerals mining and exploration assets in Namibia, announced assay results for the fifth batch of exploration Diamond Drill holes from the Lithium Ridge Project. This latest batch of data confirms substantial down-dip continuity and structural thickening of the targeted pegmatite swarms. The results demonstrate high-grade lithium alongside pervasive tin (Sn) and tantalum (Ta) mineralisation within the sub-intervals reported as ‘including’. The potential production of multiple revenue-generating commodities will enhance overall project economics and improve the effective cost position of the operation, albeit subject to further metallurgical testwork and economic evaluation. The Project is being advanced under a strategic earn-in partnership with SQM International, one of the world’s leading lithium producers.
Comment: Someone thanked me yesterday for highlighting ATM when it was 4.8p. This was the 2026 breakout zone for the shares, after what felt like an eternity of the shares underperforming / disappointing. Now with the smart private investor money in the stock and singing its praises, we have an ongoing re-rate, helped by news like today’s with high level counterparties.