Anglo American pairs final dividend with $4.5 billion Teck windfall
Anglo American (LSE:AAL) Has recommended a final dividend of $0.16 per share, bringing total cash dividends for 2025 to $0.23 per share, and confirmed a $4.5 billion special dividend Will follow completion of its merger with Teck. The stock trades at 3,513.0p, down 0.2% On the session, a modest retreat that belies the scale of the capital return commitment.
Deutsche Bank maintains a Buy Rating on Anglo American with a price target of 3,800p, citing a solid first-quarter production update and the strengthening contribution from its copper and iron ore businesses ahead of the Teck transaction closing. The bank's constructive stance implies meaningful upside from current levels, with the pending special distribution providing a hard near-term catalyst for shareholders.
Ecora posts 105% Q1 surge, cobalt guidance held
Ecora Royalties (LSE:ECOR) Delivered a sharp acceleration in first-quarter performance, with portfolio contribution rising 105% year-on-year to $12.3 million, powered by a 152% jump In its base metals book. Despite the strong headline, the company left its full-year 2026 attributable cobalt guidance unchanged at 500-560 tonnes. Shares trade at 134.0p, off 2.19% On the day.
GreenRoc completes graphite mill circuit at Denmark plant
Greenroc Strategic Materials (LSE:GROC) Has finished commissioning and initial testing of the micronisation and spheronisation lines at its AAM pilot plant in Denmark, achieving spherical graphite output at a throughput of approximately 100 kilograms per day. The purification line remains on track for completion in the second half of 2026, marking the next critical step toward a fully integrated active anode material process. Shares jump 10.65% To 5.3p.
Total Graphite proves out downstream trading concept
Total Graphite (LSE:TGR) Has completed a proof of concept for a new trading line in downstream processed graphite materials, with April transactions already initiated and initial revenue recognised. The move signals a strategic push beyond raw material exposure into value-added product flows. The stock edges up 1.14% To 1.4666p.
Neo Energy's Henkries mining right application accepted
Neo Energy Metals (LSE:NEO) Confirmed the Northern Cape Department of Mineral and Petroleum Resources has accepted for processing Desert Star Uranium's mining right application for the Henkries Node in South Africa. The acceptance moves the project into formal regulatory review, a prerequisite for any future development at the uranium asset. Shares tick up 2.5% To 1.025p.
Critical Mineral Resources hits high-grade copper at Agadir Melloul
Critical Mineral Resources released first assays from its 2026 drill programme at Agadir Melloul, returning multiple thick, near-surface copper intercepts amenable to open-pit extraction. The company says the programme will underpin a maiden resource estimate targeted for the third quarter, a milestone that would materially de-risk the project's development case.
Galantas deconsolidates Omagh, absorbs $8.5 million annual loss
Galantas Gold (LSE:GAL) Reported a net loss of $8.49 million For 2025 alongside two significant portfolio restructurings. Ocean Partners swapped approximately $14 million Of outstanding loans for an 80% stake In Galantas's Omagh subsidiaries, effectively deconsolidating the Northern Ireland asset, while Galantas issued shares to acquire RDL on 31 December. The stock rises 4.23% To 37.0p.
Shuka contracts Ox Drilling for Kabwe Phase 1
Shuka Minerals (LSE:SKA) Has appointed Ox Drilling to execute a Circa 2,000-metre Phase 1 diamond drilling campaign at its Kabwe zinc mine in Zambia, with fieldwork scheduled to begin in mid-May and GeoQuest providing on-site geological support. The programme represents the first systematic drilling push at the asset under Shuka's ownership. Shares slip 2.85% To 3.206p.
Elementis lifts Q1 margins, full-year view intact
Elementis (LSE:ELM) Reported organic revenue growth of approximately 2% In the first quarter, with adjusted operating profit and margins moving higher year-on-year. The specialty chemicals group confirmed its full-year 2026 outlook remains unchanged, with the guidance framed to exclude the pharma manufacturing business. Shares are broadly flat at 150.2p, down 0.13%.
