Tungsten West rose after announcing a long-term supply and offtake agreement with US-based Elmet, providing a defined commercial destination for future tungsten production from Hemerdon. The agreement strengthens the project's strategic relevance within Western critical minerals supply chains and builds on recent government-backed support, moving the story beyond financing and towards execution and end-market access.

JD Sports Fashion advanced following interim results that suggested the retailer is regaining momentum after a difficult period for consumer discretionary stocks. The update was accompanied by evidence of continued international expansion, with management highlighting progress in newer markets. The results indicate that the group's global scale and brand portfolio continue to provide opportunities for growth despite a challenging backdrop for retail spending.

Orosur Mining came under pressure after unveiling plans for a fundraising through a private placement. While the proceeds are intended to support exploration and development activity across its project portfolio, the announcement also increases the company's capital base. The update underlines management's desire to accelerate work programmes, but the immediate market focus is likely to remain on funding rather than recent exploration successes.