Trader’s Café With Zak Mir: The Week In Small Caps, Sunday 16th August 2026
Zak Mir’s weekly small-cap roundup highlights Phoenix Copper (PXC) up 40% to 0.67p after RAB Capital disclosed an 8.9% stake, and Strategic Minerals (SML) up 40% on a Redmoor drilling update. Thruvision (THRU) rose over 100% on a £3m contract. Sunda Energy (SNDA) gained over 60% on a NZ 10-year permit. Also covers Bezant (BZT), Harena (HREE), London BTC (BTC), and Ethtry (AQSE:ETHY).
How this was made
The 30-second read
Why it matters
The only actionable elements are the cited catalysts: stake disclosure, drilling commencement, contract award, and a granted petroleum permit. However, the piece reads as a weekly recap rather than a first-report breaking-news item.
Market read
Small-cap momentum appears driven by discrete operational and regulatory catalysts, but the article itself is a weekly wrap with limited new, verifiable details.
What to watch
The article provides limited deal/contract economics and no timeline for when revenue or assay outcomes will hit, which can matter more than the initial announcement in small caps.
Background
A Sunday small-cap roundup from Zak Mir’s Traders Cafe, mixing commentary with brief catalyst summaries for several AIM/UK small caps.
Ticker impact
Sunda Energy surged over 60% after New Zealand Petroleum and Minerals granted a 10-year petroleum mining permit for Taranaki onshore.
Support for continued strength as the permit enables next-stage work; pullbacks possible if market had already priced it.
The article cites a clear regulatory action with a defined 10-year term and specific region.
The article mentions an interview with London BTC about gold assays up to 143.1 g/t in Nevada and antimony targets.
Limited tradable edge from this text alone; watch for subsequent assay verification and permitting updates.
No new BTC-USD-specific crypto event is described; the 'London BTC' reference appears to be a company name, not the cryptocurrency.
Market effects
Reinforces small-cap appetite for resource and security-tech catalysts (drilling starts, permits, contract wins).
UK AIM-focused sentiment, with catalysts tied to UK and New Zealand regulatory and project activity.
Limited global spillover; mostly local project and funding news with commodity-linked sensitivity (copper/tungsten).
Counterpoint
Sharp weekly rallies (100%+ in some names) may already price the headline catalyst, increasing mean-reversion risk before results (assays, grant milestones, contract execution) are delivered.
Key entities
- companyPhoenix Copper
RAB Capital disclosed an 8.9% stake; shares up about 40% on the week.
- companyStrategic Minerals
Announced Redmoor Programme Update and commencement of a 22,500m diamond drilling program.
- companyThruvision
Reported a £3m contract win; shares up more than 100% on the week.
- companySunda Energy
New Zealand granted a 10-year petroleum mining permit for Taranaki onshore.
- companyBezant
Began blasting at Hope and Gorob project; shares up about 30% on the week.
