Basic Materials

Companies involved in the manufacture of chemicals, construction materials and paper products. It also covers businesses engaged in the exploration and processing of commodities. UK‑listed companies in this sector include Johnson Matthey plc, Croda International plc, CRH plc, Travis Perkins plc, DS Smith plc and Glencore plc.

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

Gervais Williams, Co-Fund Manager of Diverse Income Trust, explains why ACG Metals’ Turkey-based copper project is generating stronger-than-expected cash flow, how rising commodity prices are supporting valuation, and why the company could deliver long-term shareholder value through growth and future dividends...

February 6, 2026

Copper positioned for long-term strength as demand outpaces supply

Copper’s long-term outlook remains strong as demand growth from global electrification continues to outpace new supply...

February 6, 2026

Equinox Gold cuts debt and refocuses on core assets after Brazil exit

Equinox Gold has exited Brazil, cut debt and is now concentrating on core assets with clearer upside for investors...

February 6, 2026

Victrex plc Q1 FY2026 Trading Update: Volumes down, Outlook unchanged

Victrex reported a 4% decline in Q1 FY2026 sales volumes, with growth in Energy & Industrial offset by weaker demand in Transport, VARs and Medical...

February 6, 2026

Tirupati Graphite targets Mozambique expansion as battery demand drows

Tirupati Graphite is advancing two major projects in Mozambique to supply growing global demand for battery-grade graphite...

February 5, 2026

Copper price forecasts break records amid tight supply and structural demand

Strong long-term demand and tight supply are driving record copper forecasts, reinforcing its role as a key strategic asset for investors...

February 4, 2026

Gold price regains $5,000 level as buyers return after pullback

Gold crosses $5,000 again as investors re-enter the market following recent volatility...

February 4, 2026

Quicklime demand strengthens across core industrial sectors

Quicklime is a highly reactive calcium compound used across industries to treat water, extract minerals, and manufacture chemicals...

February 3, 2026

Gold outlook strengthens as reserve buying accelerates

JPMorgan expects gold to hit $6,300/oz by end-2026, supported by central bank demand and long-term investor positioning...

February 3, 2026

CQS Natural Resources Growth and Income seeks share issuance approval

CQS Natural Resources Growth and Income has published a circular convening a general meeting on 2 March 2026, at which shareholders will be asked to approve new authorities to issue up to 20 per cent. of the Company’s issued share capital on a non pre-emptive basis...

February 3, 2026

Vanadium Flow Battery market set to surpass $3 billion by 2035

Vanadium flow batteries are gaining momentum as long-duration storage becomes a core requirement for modern energy grids...

February 2, 2026

Tungsten prices hit record highs as supply realigns

Tightening supply and strong demand are driving tungsten prices higher, creating a clear opportunity for investors in critical raw materials...

February 2, 2026

Oriole Resources: Strong Continuity at MB01 North Drilling (LON:ORR)

Executive Director Claire Bay told DirectorsTalk the results support confidence in converting the existing exploration target into a maiden resource, with the system now confirmed to at least 160 metres vertically and remaining open in all directions...

February 2, 2026

Firering targets production uplift at Zambian lime project

AIM-listed Firering moves into production expansion at its Zambian lime plant, strengthening its industrial minerals footprint...

January 30, 2026

KEFI finalises senior loan deal to launch Tulu Kapi gold project

KEFI secures final loan signing to unlock full development of its Ethiopian gold project...

January 30, 2026

Great Western Mining raises £3.25m to advance Nevada tungsten project

Great Western Mining Corporation has raised £3.25 million before expenses through an oversubscribed placing at 1.4p per share...

January 30, 2026

Copper hits record, mining stocks gain

Copper prices reached record levels, lifting mining stocks as investors respond to tight supply and a weaker dollar...

January 29, 2026

Endeavour Mining delivers FY-2025 results with 1.21Moz production and record returns

Endeavour Mining plc released unaudited preliminary results for FY-2025, reporting gold production of 1.21 million ounces at an all-in sustaining cost of approximately $1,435 per ounce...

January 29, 2026

Tirupati Graphite secures noteholder approval for CLN amendments

Tirupati Graphite confirms that all proposed amendments to its existing Convertible Loan Notes, announced on 10 December 2025, have been approved by the requisite majorities of noteholders, meeting a further condition to completion of the related equity placing...

January 29, 2026

Great Western reports high-grade tungsten results from Defender Project, Nevada

Great Western Mining Corporation PLC has announced strong assay results from machine-cut channel sampling at its Defender Tungsten Project in Mineral County, Nevada...

January 29, 2026

News and Interview Alerts

Company Presentations

Cerillion Plc Annual KPIs. Substantial Pipeline. Stronger Competitive Position

RECI presentation: High-yielding, controlled-risk lending supports near 10% dividend yield

Q&As

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

6 February 2026

BlueNord ASA fund manager expects very substantial cash generation for years

6 February 2026

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

4 February 2026

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

4 February 2026

Hardman & Co

NB Private Equity Partners 2025 CMD: good returns from low-risk PE model

10 December 2025

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

2 December 2025

Volta Finance: Liquid access to outperforming private credit

6 October 2025

Real Estate Credit Investments: What RECI brings to investors

15 September 2025

Chesnara Plc: Showing good operational progress

8 September 2025

Green News

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

23 January 2026

Drax expands FlexGen platform with Flexitricity acquisition

21 January 2026

View all Sustainable sectors, Plcs and news >>

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Latest Interviews

The Diverse Income Trust: Why Gervais Williams Is Doubling Down on Overlooked UK Small Caps (video)

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

BrokerTalk

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

4 February 2026

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

2 February 2026

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

28 January 2026

Funds

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

6 February 2026

BlueNord ASA fund manager expects very substantial cash generation for years

6 February 2026

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

4 February 2026

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

4 February 2026

View all Funds, Market Insights and news >>

FTSE 100 News

UK Broker Ratings

Workspace Group PLC (WKP.L) Investor Outlook: What the 14.29% Potential Upside Means for You

6 February 2026

Zigup Plc (ZIG.L) Stock Analysis: Industrial Rental Services Giant with a 30% Upside Potential

6 February 2026

WH Smith PLC (SMWH.L) Investor Outlook: Navigating Potential Upside Amidst Market Challenges

6 February 2026

XPS Pensions Group PLC (XPS.L): Analyst Consensus Points to 29% Upside Potential for UK-Based Pension Specialist

6 February 2026

WORLDWIDE HEALTHCARE TRUST PLC (WWH.L) Stock Analysis: A Look at Recent Price Movements Amidst Strong Buy Ratings

6 February 2026

UK Broker Ratings

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

February 6, 2026

Copper positioned for long-term strength as demand outpaces supply

Copper’s long-term outlook remains strong as demand growth from global electrification continues to outpace new supply...

February 6, 2026

Equinox Gold cuts debt and refocuses on core assets after Brazil exit

Equinox Gold has exited Brazil, cut debt and is now concentrating on core assets with clearer upside for investors...

February 6, 2026

Victrex plc Q1 FY2026 Trading Update: Volumes down, Outlook unchanged

Victrex reported a 4% decline in Q1 FY2026 sales volumes, with growth in Energy & Industrial offset by weaker demand in Transport, VARs and Medical...

February 6, 2026

Tirupati Graphite targets Mozambique expansion as battery demand drows

Tirupati Graphite is advancing two major projects in Mozambique to supply growing global demand for battery-grade graphite...

February 5, 2026

Copper price forecasts break records amid tight supply and structural demand

Strong long-term demand and tight supply are driving record copper forecasts, reinforcing its role as a key strategic asset for investors...

February 4, 2026

Gold price regains $5,000 level as buyers return after pullback

Gold crosses $5,000 again as investors re-enter the market following recent volatility...

February 4, 2026

Quicklime demand strengthens across core industrial sectors

Quicklime is a highly reactive calcium compound used across industries to treat water, extract minerals, and manufacture chemicals...

February 3, 2026

Gold outlook strengthens as reserve buying accelerates

JPMorgan expects gold to hit $6,300/oz by end-2026, supported by central bank demand and long-term investor positioning...

February 3, 2026

CQS Natural Resources Growth and Income seeks share issuance approval

February 3, 2026

Vanadium Flow Battery market set to surpass $3 billion by 2035

Vanadium flow batteries are gaining momentum as long-duration storage becomes a core requirement for modern energy grids...

February 2, 2026

Tungsten prices hit record highs as supply realigns

Tightening supply and strong demand are driving tungsten prices higher, creating a clear opportunity for investors in critical raw materials...

February 2, 2026

Oriole Resources: Strong Continuity at MB01 North Drilling (LON:ORR)

February 2, 2026

Firering targets production uplift at Zambian lime project

AIM-listed Firering moves into production expansion at its Zambian lime plant, strengthening its industrial minerals footprint...

January 30, 2026

KEFI finalises senior loan deal to launch Tulu Kapi gold project

KEFI secures final loan signing to unlock full development of its Ethiopian gold project...

January 30, 2026

Great Western Mining raises £3.25m to advance Nevada tungsten project

Great Western Mining Corporation has raised £3.25 million before expenses through an oversubscribed placing at 1.4p per share...

January 30, 2026

Copper hits record, mining stocks gain

Copper prices reached record levels, lifting mining stocks as investors respond to tight supply and a weaker dollar...

January 29, 2026

Endeavour Mining delivers FY-2025 results with 1.21Moz production and record returns

Endeavour Mining plc released unaudited preliminary results for FY-2025, reporting gold production of 1.21 million ounces at an all-in sustaining cost of approximately $1,435 per ounce...

January 29, 2026

Tirupati Graphite secures noteholder approval for CLN amendments

January 29, 2026

Great Western reports high-grade tungsten results from Defender Project, Nevada

Great Western Mining Corporation PLC has announced strong assay results from machine-cut channel sampling at its Defender Tungsten Project in Mineral County, Nevada...