Member Info for B_Positive

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.

So much coming near-term

Firstly I suspect the TR1 holder is continuing to add given the regular rounded buying going on which was the same as before he declared his 6% position and we await confirmation.

We have drill results due from the step out drilling campaign this quarter and updates on progress

We have the webinar next week.

The Exploitation licence due this quarter.

Managem JV sounds very close to a tasty update going by this:

With regard to Senala, our 40%-owned licence in Senegal, managed by our partner, Managem, the long-awaited, joint-venture agreement is inching its way to completion. I am hopeful that it will be finally agreed and signed soon, with a work programme due to commence immediately after the agreement is executed. This licence sits within a highly endowed gold region of Senegal and we have seen some very nice grades from drilling undertaken in previous years.

A further JORC resource upgrade to MBE late Q2 / early Q3.

Company now has over 1.5million ounces of gold which is straggering.

Worth $7.2BILLION

I expect 2026 to deliver a continuation of the excellent results achieved in 2025. With one drill programme at MB01-N already completed, the maiden MRE received and the extension drilling at MB01-S underway, I expect a significant increase in the Group's attributable gold resources by early Q3, with further drilling anticipated thereafter. At Bibemi, I expect to see the Exploitation Licence granted and the continuation of studies to progress the potential development of the first commercial gold mine in Cameroon.

Excellent overview provided today.

It's also great to see results published in a timely manner when so many companies miss the deadlines.

The management here is looking extremely competent.

"The independent consultant's maiden MRE for MB01-S reported in October was a tremendous outcome, being 870,000oz of contained gold grading 1.09g/t (using a gold price of US$3,200/oz). This significantly exceeded, by 19%, the upper level of the earlier JORC Exploration Target range of 730,000oz Au. This result, added to the MRE for MB01-S, brings the total JORC Inferred Resources at Mbe to 1.23Moz. To repeat, that is 1.23Moz from just 39 holes, which I think is a staggering result and all credit to our superb geological team and consultants for their excellent work in delivering such a result.

"The outstanding success of the maiden drilling programmes, at MB01-S and MB01-N, for less than 10,000m in total, has endorsed our opinion that there is a mineralised gold corridor running through to the other Eastern Central Licence Package ("Eastern CLP") permits that may host other significantly sized gold deposits. As we intensify field work on the Eastern CLP licences, we are actively looking to generate potential joint-venture interest from international gold mining companies.

"The outlook is bright for Oriole, not least because the buoyant gold price has generated a considerable increase in investor interest in gold exploration companies with good projects and significant exploration potential. What differentiates Oriole from others in its peer group, in our opinion, is the excellent and rare first-mover exposure offered by its dominant prospective land position in a largely unexplored country - Cameroon. We have already put it on the international gold sector map with the notable success at Mbe. We are confident that 2026 will be a strong year for building upon the major achievements made in 2025 and growing the value of the Company."

All pieces falling into a place and my eyes are on a 50-100p share price as we progress

We dont need all studies to complete before a out licence deal.

As weeks go on we are touch closer to these results & a big deal.

The mcap here is just under £5m vs broker which values NXP002 £52.8m

The FDA ODD news a few weeks ago imo is the key news to get deal done!

We are closer now than any stage before and can buy at below £5m mcap

What's crazy that even at 2p a share the market cap would be so small if they pull this off.

Starting from ~0.2p:

🟡 Low-quality / early deal

Small upfront, niche partner

👉 1.00p+

🟢 Decent licensing deal (most realistic “bull case”)

Meaningful upfront + milestones

👉 2.00p+

🔵 Strong deal with credible pharma

Validates platform + multiple assets

👉 5.00p+

🟣 Extreme bull case (rare)

Large upfront + clear path to market

👉 10.00p+ (multi-bagger)

Https://www.linkedin.com/feed/update/urn:li:activity:7447555604400738305

Post liked by Dan Gooding yesterday:

JEITO has closed its Fund II at a record-breaking €1 billion+.

Jeito Capital, a Paris-based private equity firm with over €1.6 billion in assets under management after closing its record $1.2 billion Jeito II fund in April 2026, could help Nuformix by providing substantial growth capital (up to €150 million per company), hands-on operational expertise, and strategic acceleration to advance its preclinical inhaled NXP002 program in IPF and PPF toward clinical development and eventual licensing or commercialization.

With a strong track record in European biopharma, including investments in inhaled respiratory therapies via Pulmocide (supporting large Series C rounds for clinical progress, manufacturing, and pre-commercial activities) and organ fibrosis programs through Alentis Therapeutics (targeting lung fibrosis among others), Jeito offers a clear thematic fit for Nuformix’s differentiated inhaled tranilast formulation.

Beyond funding additional preclinical work to bolster ongoing out-licensing talks, Jeito’s team could assist with regulatory navigation (leveraging recent US/EU Orphan Drug Designations), trial design, inhaled manufacturing scale-up, and connections to Big Pharma partners like United Therapeutics, helping de-risk the asset and speed patient access in Europe and the US.

Note that Jeito typically backs clinical-stage assets, so involvement with Nuformix’s current preclinical stage would likely require more data or a creative early structure.

All pieces falling into a place and my eyes are on a 50-100p share price

TR1 holder increasing beyond 6%?

States here, reference from RNS

Ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners, and to further advance the NXP002 programme

Negotiations to secure the Exploitation Licence, and agree the commercial terms are ongoing, with a targeted completion date of Q2-2026.

Once confirmed, perhaps before the webinar nothing stops this going to 1, then 2 and then 3p+

Yes terrific total asset advancement

Ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners, and to further advance the NXP002 programme

0.65p is the 12 month high to beat.

EL set for this quarter and once announced then this will comfortably smash that and head over 1.00p.

Especially now with over 1.2million ounces of gold just at MBE with the next drill campaign already well underway.

Dr Dan Gooding, Executive Director, Nuformix, said: "We are delighted to receive confirmation that Orphan Drug Designation has been granted by the FDA for our NXP002 programme in IPF, a high-mortality rare disease, in urgent need of new treatments. The granting of ODD in the United States, alongside the European EMA ODD granted in April 2025, will be valuable for the potential future licensing partners we are in discussions with and I look forward to providing further updates in due course."

Considering the October 2025 £200k raise lasted 5 months the £1mil raised a few weeks ago will last an awful long time for a company with such low cash burn and now talking to multiple major parties and big pharma. :)

Why fundraise now?

I think as we’ve stated, our objective is to find a licensing development partner from this moment. The orphan drug designation should help us pursue that objective towards completion. TO DO SO EFFECTIVELY WE NEED TO NEGOTIATE FROM A POSITION OF FINANCIAL STRENGTH and also progress the programme. WE NEED TO ADDRESS TECHNICAL QUESTIONS AS THEY COME UP DURING THE DUE DILIGENCE PROCESS, which, as some people know, has been going on for some time.

So, with the raise, we’re now able to ADDRESS A SMALL NUMBER OF POINTS that have arisen from that process to date and by addressing those exact points that have arisen, we’re adding value to the programme each time we’re able to do so.

———

They have interest from multiple partners (one being a big pharma company)

They are “addressing a small number of points”.

And as per RNS not all studies need to be completed for a licensing deal.

Company making news can land at any moment and from such a low mcap the upside is truly immense.

CDLs assets border TWO multi-billion dollar gold mines...

CDL at 50p a share would only be at a $1bil market cap. A fraction of either.

WSBN hit £60m with no assays and has nowhere near the grades this has. Nor does it has 2 major projects.

Company is saying the geology is showing the same game gold system as both the nearby multi billion gold assets.

Darlot West Gold Project

*The Company believes there is very significant potential for this project to host significant gold mineralisation similar to that found at the Darlot Gold Mine (Vault Minerals ASX:VAU), located only 10km to the northeast and Northern Star's ( ASX:NST) Thunderbox Gold Mine 20km to the southeast. (Figure 1).

*Evidence of mineralisation proximal to these targets are the numerous shallow historical gold workings where sampling carried out by the Company returned assays of up to 65.75 g/t Au (reported on 24th October 2025).

*A prospect-scale UFF survey has been completed in proximity to and along strike from recent high-grade rock chip results, where eleven samples assayed over 10 g/t Au and up to 65.75 g/t Au, with the aim of delineating areas where mineralised structures extend under cover. Results from this program are expected in 2-3 weeks, with follow-up surveys across the wider project to commence once these results have been received.

Crofton

*Initial sampling work was focused on areas of historically reported gold mineralisation where grades of up to 253 g/t Au have been historically reported. This work confirmed historical grades, with 15 samples >1 g/t and up to 162.25 g/t Au.

* At Crofton, our upcoming work is designed to define a pipeline of drill ready gold targets to support our second half of 2026 drilling campaign that will underpin our second half of 2026 drilling programme. Together, these projects provide a balance of both near term catalysts and longer term potential.

Absolutely stunning grades and gold assets about to be unlocked.

VAU Market Cap = $4BILLION.

NST market Cap = $ $27BILLION.

Holding for fking gold buying into this at just £10mil peanuts capitalisation with TWO massive assets with ridiculous grades already confirmed at both.

Couple MBE and CLP and this is way too big not to be taken out.

Just the present 1.23m oz in MBE has an inground value of about $6billion at the present gold price, which is now heading back up.

Then couple the further upside being unlocked fast and we are looking at $10-20billion of in ground gold after one or two further JORC upgrades and with a rising gold price.

Conservatively, let's say the company was acquired and bought for about $250 per oz (when gold is over $5,000+) @ 1.5million ounces, you are looking at about £300million.

I think that would be a takeover of about 6.00p a share for ORR?

Meanwhile many of us think this is over a 3million ounce gold company.

Trading at peanuts here.

What's crazy that even at 2p a share the market cap would be so small if they pull this off.

Starting from ~0.2p:

🟡 Low-quality / early deal

Small upfront, niche partner

👉 1.00p+

🟢 Decent licensing deal (most realistic “bull case”)

Meaningful upfront + milestones

👉 2.00p+

🔵 Strong deal with credible pharma

Validates platform + multiple assets

👉 5.00p+

🟣 Extreme bull case (rare)

Large upfront + clear path to market

👉 10.00p+ (multi-bagger)

Https://www.linkedin.com/feed/update/urn:li:activity:7447555604400738305

Post liked by Dan Gooding yesterday:

JEITO has closed its Fund II at a record-breaking €1 billion+.

Jeito Capital, a Paris-based private equity firm with over €1.6 billion in assets under management after closing its record $1.2 billion Jeito II fund in April 2026, could help Nuformix by providing substantial growth capital (up to €150 million per company), hands-on operational expertise, and strategic acceleration to advance its preclinical inhaled NXP002 program in IPF and PPF toward clinical development and eventual licensing or commercialization.

With a strong track record in European biopharma, including investments in inhaled respiratory therapies via Pulmocide (supporting large Series C rounds for clinical progress, manufacturing, and pre-commercial activities) and organ fibrosis programs through Alentis Therapeutics (targeting lung fibrosis among others), Jeito offers a clear thematic fit for Nuformix’s differentiated inhaled tranilast formulation.

Beyond funding additional preclinical work to bolster ongoing out-licensing talks, Jeito’s team could assist with regulatory navigation (leveraging recent US/EU Orphan Drug Designations), trial design, inhaled manufacturing scale-up, and connections to Big Pharma partners like United Therapeutics, helping de-risk the asset and speed patient access in Europe and the US.

Note that Jeito typically backs clinical-stage assets, so involvement with Nuformix’s current preclinical stage would likely require more data or a creative early structure.