Member Info for Big_kahuna

Analyst coverage is limited to one specialist — Robin Davison (Equity Development / ex-Allenby Capital) — who maintains a Buy rating and an eye-watering 293p target. That number isn’t a realistic forecast; it’s a theoretical best-case assuming every development, approval and licensing milestone is achieved.

To put things into perspective, here’s how more realistic scenarios might look in plain terms:

• Base case: EU and US orphan designations achieved, NXP002 moves into early-stage clinical work with manageable dilution. Fair value could sit around 1.5p–2.5p (roughly 4–7× from here).

• Partnership case: Positive data and a mid-tier licensing deal worth £20–30 million. That would justify something nearer 5p–8p (about 15–25× upside).

• Strategic case: Strong IPF data, a major pharma partner and royalty stream, with NXP004 following behind. That could lift value toward 12p–20p (30–60×).

• Blue-sky case: The full success route behind Davison’s 293p number — effectively a 900× move — only if every major milestone falls perfectly into place.

At the current £5–6 million market cap, Nuformix is effectively priced for failure. If management extends the cash runway and maintains regulatory momentum, even modest progress could justify multi-penny levels long before commercial revenue arrives.

🦆🦆🦆🦆🦆🦆🦆🦆🦆🦆🦆🦆🦆🦆

Typo doc, see 20:27

Потому что он тайный агент КГБ, которому поручено не дать НАТО развивать титан — вот и пытается отбить у всех охоту инвестировать. 😏

Restingpilgrim

Sorry 35m no -, I’m trying to show what I think a worse case dilution would be if needed, and why I don’t fear it when the share price is so volatile anyway.

• £10 m – Large-scale metallurgical and flow-sheet testing to prove the commercial process and product specifications.

• £8 m – Resource expansion and infill drilling to lift the project to Indicated and Measured status.

• £7 m – Pre-feasibility and feasibility studies covering mining, processing, infrastructure and economics.

• £5 m – Infrastructure access and pilot operations, using existing local facilities rather than building from scratch.

• £5 m – Permitting, ESG work and working capital to keep timelines and studies on track.

That spend would deliver everything needed to move into the JV or strategic-funding stage — essentially transforming Pitfield from a geological success into a fully de-risked, finance-ready titanium project

Yeah I don’t care where funding comes from, I think US is on the table is all. NATO is consuming a lot more titanium than it’s producing at the moment and longer term the market will grow with green projects, solid state batteries and defence/space

I think they will keep pumping money into Greenland for other reasons so CRML and GROC are probably good plays on that basis

True, most U.S. funding stays domestic — but it’s really about securing supply chains, not just geography. The U.S. Ex-Im Bank already backed Iluka’s Australian project with a $600m loan for that reason.

If EEE proves its flow sheet and can link Pitfield’s high-grade titanium to U.S. or allied processing, it falls right into that same strategy: trusted-source feedstock to reduce dependence on China.

So while the cash itself might not come straight from Washington, loan support or JV funding through those channels is absolutely on the table once the current metallurgy and pilot work are complete.

I’ve held shares that have ebbed away on dilution, I doubt there are many holders that haven’t had a couple of experiences like that.

Fair points all round. Dilution is always a factor, but it’s really about scale and purpose, not fear.

EEE will probably need short-term funding to bridge pilot work, metallurgical testing, and early development planning. Even a £3–5 m raise would equate to roughly 10–15% dilution at current levels — but that’s nothing dramatic when the share price itself can swing 10% or more in a single session. In other words, the market’s volatility already dwarfs the kind of raise that might actually move the project forward.

And let’s not forget, the key work is already in motion — process testing, flow-sheet development, and pathway definition to show Pitfield can scale. That’s what potential JVs or strategic partners are waiting to see before stepping in.

So yes, a small raise might come, but it’s about momentum, not survival. The real story is EEE turning proven geology into an economic model — and that’s exactly the kind of progress that tends to erase short-term dilution worries once results start landing.

So what shares are you positive on, I was looking at sgln for my pension long term safe, but I’m think anything your positive on will be even better

I googled CIM, and did not get what I was expecting!

I think the concern on EEE was really the level to which it had already been priced in and that we had a lot of day traders sharing to take profit on news and a lot of long term holders sitting on 10 baggers, so the sell off was quite a shirt show. RMR is much more under the radar and a lot more unknowns as to what levels and material mix will be, I guess we will see the impact on short term sp next week or the week after, only really matters if you looking to sell

The plan is clear and well-structured:

• Bulk metallurgical testwork already underway using 0.5–1.5 tonne samples to refine the flowsheet. Early results have delivered a 99.25% TiO₂ product, proving Pitfield’s material can be processed cleanly.

• Resource expansion and upgrading continues — only ~20% of the known mineralised zone is in the first MRE, so the footprint has huge scope to grow.

• Process engineering, environmental, and infrastructure studies now progressing under a newly strengthened technical team, targeting a pilot-scale continuous test circuit through early 2026.

• Marketing and offtake engagement ramping up as Empire builds relationships with pigment, titanium-metal and strategic end-users who want Western feedstock diversification.

• Next key milestone: full-scale bulk testwork and flowsheet validation into 2026, setting the foundation for a future Pre-Feasibility Study.

In short — exploration success has been locked in; the next 12–18 months are about proving process economics, scaling, and securing buyers.

This seems the right path to me, obviously some are keen for JV or buyout, I don’t think you can bank on that and advancing the plan just puts you in a better position and makes it more attractive.

Togda derzhis, tovarishch. Istoriya zapomnit tvoyu stoykost u orderbuka

Chid,

There is risk and a gamble, otherwise there would be no potential reward.

Fair points — but I think that’s exactly what makes EEE such a rare setup. The big money always waits until the de-risking is done; retail usually sees it first on AIM because institutions can’t move meaningfully until a project hits Indicated status or a JV structure is defined.

In EEE’s case, you’ve already got:

• A globally significant TiO₂ discovery confirmed by the maiden MRE — hundreds of millions of tonnes of near-surface, soft, weathered mineralisation.

• Exceptional recovery results (~67% overall) producing a 99% pure TiO₂ concentrate, which most explorers never achieve at this stage.

• A politically stable Tier-1 jurisdiction (Western Australia), plus growing interest from the US and Australian governments around critical minerals — titanium now being on both lists.

So yes, it’s a risk like all explorers — but it’s not just blue-sky. The scale, grade, and processing simplicity are already defined. The “institutions not buying yet” argument isn’t proof of weakness; it’s just the timing gap between discovery and development capital. Once a JV or funding deal lands, the price will re-rate rapidly, and that’s usually after retail’s chance to buy cheap has gone.

In short, this is one of those setups where the market hasn’t caught up with the geology yet — and that’s exactly where the opportunity lies.

I don’t see peers at the same stage with Institutional investment of any scale.

If you’re not convinced don’t buy and feel free to preach the same message to others, won’t impact me.

Would like to know what you are positive on

Sorry jester that sucks, I’m a relatively new holder 20m shares at just above current price, so slightly in the red, my holding here is about 5% of my portfolio. I have around ten stocks and this is in my speculative group.

If had some real stinkers in the past that if had to write off, looks like you are in the same position here, most you can hope for is existing on a spike that will some what limit the loss.

Hopefully it’s not the only stock you are in.

Short term target for me is .12p if that helps, but it’s not guaranteed

I won’t say either.

I’m mainly here for Blue Rock Valley — the copper-silver project in Western Australia. It’s still early-stage but 100 % owned, and if the geochem anomalies and follow-up drilling line up, this could become Oracle’s next meaningful discovery. I’m looking at it as a long-term build, not a trade.

My view is that funding for that exploration could realistically come from a disposal or monetisation of the old Thar Block VI coal asset, which has served its purpose and sits dormant. Shifting that legacy position could give Oracle fresh capital to advance Blue Rock properly without further dilution.

Northern Zone remains valuable too — it’s the near-term gold driver with Riversgold and MEGA doing the heavy lifting under the Right-to-Mine deal. Any cash flow or JV proceeds there can extend the runway for Blue Rock exploration in the medium term.

As for the Pakistan green-energy and hydrogen projects, I treat those as a long-shot punt — interesting conceptually, potentially transformative if they ever secure full financing, but not something I’m pricing in today.

For me, the simple structure is:

• Core focus: Blue Rock (long-term copper/silver)

• Funding bridge: Coal exit + NZ gold participation

• Speculative optionality: Pakistan renewables

That mix gives Oracle multiple shots at value creation without relying on just one story to work.

I guess I’m not quite negative enough to sell, and some although talking positive are not willing to invest more, I think I probably have more shares than most of the rampers on here, but I want to see a rapid exit from thar and I don’t want any more dilution.

Why are you not buying more then?

I think it’s entirely due to my impatient email.

Hahaha how deceptive of me…

Yep one I my funniest I think, glad you pasted into your little notepad.

Tell me about you struggles one more time dusty, how you have thought the courageous battle and won through time and time again, would be funny, but your desperation for followers on a share board just leaves me feeling sorry for you.