Member Info for B_Positive

GLENCORE JV replacing Canmax announcement straight after the first concentrate is in.

50x KEN style move then

Honestly this could 20x from here in a month.

Ala KEN

Very healthy cash position compared to previous years and with both the EMA and FDA granted this is now sitting in an incredibly strong position.

Gooding sound excited about where this is going and rightly so.

With FDA OOD Granted in Europe and U.S and fully funded to progress talks to out licensing NXP002

Broker values NXP002 at £52.8M (risk-adjusted). Potential global deal: $360–450M + royalties.

Talks of a out licensing deal in the latest interview

I had a feeling we wouldn't receive updates on the studies and licening exclusivity deal until after the HY report so its great to get this out the way.

Adding to my AFP and BZT positions today

Discussions will be quite advanced as he is mentioning feedback from the potential partners. If it's the large pharmaceutical he previously mentioned then my god

Going by the HY cash spend it means NFX has about 18months worth of cash runway from the end of March 2026, which takes it to about Q4 2027. That's one of my favourite aspects about NFX is that it's achieved so much such as the EMA and FDA using very little cash, which is incredibly as others spend tens of millions getting there now it has significant legroom to land the big prize.

£61.5m upfront

hTTps://nuformix.com/app/uploads/2022/11/Nuformix-Non-Confidential-Corporate-Summary-November-QA-Final-v2.pdf

Mkt cap £4m

When you consider NFX came to market with a reverse takeover of Leverett plc at a price of £12m

Now NPX002 is Derisked with ODD in Europe and USA

Mkt cap just £4m

This can quickly find itself trading in the pennies

Very healthy cash position compared to previous years and with both the EMA and FDA granted this is now sitting in an incredibly strong position.

Gooding sound excited about where this is going and rightly so.

With FDA OOD Granted in Europe and U.S and fully funded to progress talks to out licensing NXP002

Broker values NXP002 at £52.8M (risk-adjusted). Potential global deal: $360–450M + royalties.

Talks of a out licensing deal in the latest interview

I had a feeling we wouldn't receive updates on the studies and licening exclusivity deal until after the HY report so its great to get this out the way.

In at 0.0014 and expect to see a big move in that one.

But AFP shaping up to be KEN 2.0.

Sold most of my KEN and have put it into BZT and AFP

KEN to 12p next, from 7-8p.

AFP to 5p, from 1-.1.5p

Nice to see both BZT and KEN do many bags from their lows.

AFP time for its moment too which Colin said would be the next on the Roast 2 weeks ago.

Too many sellers taking profits and putting them elswhwere it seems like

Time to find out if CDL can also sell their assets for billions as the big campaign is about to kickstart with an RNS due for it.

Yup, looking great and AFP another that can do extremely well!

Regis and Vault’s $10.7b merger hints at more gold deals to come

The $10.7 billion merger of Regis Resources and Vault Minerals marks an escalation in the battle for control of one of Western Australia’s most valuable gold mining regions, as the high price of bullion raises the prospect of further takeovers.

https://www.afr.com/companies/mining/regis-and-vault-agree-to-merge-creating-10-7b-gold-mining-giant-20260504-p5ztju

Great update. My Colin Bird stocks are all so exciting right now.

Sounds about right, was using old share count.

Considering the adjacent project just sold for $7.7bil and they think this shares the same geology it makes you realise even a £220mil mcap could be massively undervaluing the company in the near future.

AFP sounds quite different to KEN after some more research: https://theextractormagazine.com/2026/04/10/ongombo-copper-targets-40ktpm-output-on-6-7mt-resource-over-12-14-years/

Focusing on large scale copper production rather than exploration.

KEN is also rare earths

"but if some stock is being ramped aggressively non-stop"

Around 1-2 posts in here in abut 2 weeks is supposedly agressive ramping

I am in this for a move to the 10p level as I stated earlier this year.

8% TR1

+

Project a few KM away just sold for $7.7BILLION!

Wishbone gold £70m market cap peak with poor grades at one 1 project.

CDL has 3 projects all with sublime grading in the samples, legit world class.

Get to £100mcap and it's at 10p a share and topple that to beat all time highs.

CDLs gold assets borders the following in Australia and are literally a stones throw away.

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up. Just sold for $7.7BILLION.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.

8% TR1

+

Project a few KM away just sold for $7.7BILLION!

Wishbone gold £70m market cap peak with poor grades at one 1 project.

CDL has 3 projects all with sublime grading in the samples, legit world class.

Get to £100mcap and it's at 10p a share and topple that to beat all time highs.

CDLs gold assets borders the following in Australia and are literally a stones throw away.

Vault Minerals on the ASX / Ticker: VAU. Market Cap = $5BILLION. Search them up. Just sold for $7.7BILLION.

Northern Star Resources / Ticker: NST. Market Cap = $ $33BILLION. Search them up.