From a sub-£10m explorer preparing for its maiden drilling campaign, through to a £60m+ multi-target discovery story and a producing junior backed by a new strategic investor, Talon Resources, Orosur Mining and GoldStone Resources offer three very different ways to gain exposure to the gold sector.

Orom-Cross graphite is now progressing into advanced anti-radar coatings for UAVs, with one potential European defence offtake already at an advanced commercial stage. The latest development highlights Blencowe's strategy of moving beyond conventional graphite concentrate into specialist, premium-priced applications that could significantly enhance future project economics.

With a maiden resource at Pepas, expanding shallow gold at Pepas West, major high-grade potential at APTA, first-ever drilling imminent at El Cedro and a second 100%-owned exploration project in Argentina, Orosur Mining is developing into a much broader gold story than the market may yet appreciate.

Strong early trading, an expanding repowering orderbook and a potential £126 million opportunity across EGT’s existing turbine client base support the company’s medium-term ambition of £50 million in Group revenue and double-digit EBITDA margins.

Talon Resources has delivered encouraging results from its maiden exploration programme at the Eagle Lake Gold Project in Ontario, confirming high-grade gold mineralisation across multiple priority targets and identifying a new discovery at Moss Knoll. With results now feeding into AI-assisted drill targeting ahead of a maiden drilling campaign in Q4 2026, the company's exploration story has taken a significant step forward.

Serica Energy is entering a pivotal phase, combining transformational production growth with a robust dividend policy and significant organic development opportunities. Against a backdrop of strengthening oil prices and a potentially more supportive outlook for the UK North Sea, the company is increasingly positioning itself as a compelling income and growth opportunity for investors seeking exposure to the domestic energy sector.