RE: NOT LONG TO WAIT NOW.6 May 2026 19:59
Many are overlooking oracle power’s real strategic progress and long-term potential, focusing too much on short-term issues.
the split:
oracle’s 80/20 split with riversgold in the northern zone is standard for joint ventures, with oracle’s 20% free carried to feasibility. the further 50/50 split with mega means oracle retains a 10% net interest—offering upside exposure with limited capital required. this structure leverages partner funding and expertise, reducing risk.
mining licence:
approval for the northern zone mining licence has already been reccommended for grant by the authorities. the current step—going to the warden’s court—is simply a formal procedural requirement in western australia to register the licence. this is standard and does not indicate any obstacle; it finalizes legal steps before operations can begin, reflecting strong progress.
projects & costs:
oracle is advancing several large-scale projects:
thar block vi ($1.6bn) is backed by the ****stan government and is part of the cpec, a major infrastructure initiative.
green hydrogen ($2bn projected) is among the first in south asia. oracle has signed an mou with powerchina and secured land for the project.
blue rock valley and other projects diversify oracle’s portfolio and align with the global energy transition.
oracle’s model is to attract strategic partners and project-level funding, not finance massive projects from its own cash reserves.
potential revenue vs expenses:
the northern zone’s £600m potential is just one part of oracle’s pipeline. the 10% share is free carried and could be valuable at minimal cost. for thar and green hydrogen, oracle is a developer and partner, securing project finance and government support rather than shouldering all expenses.
fundamentals:
a high share count is common for early-stage aim resource companies. oracle has raised funds prudently and keeps overheads low. the company advances projects to value-enhancing milestones, then brings in larger partners or non-dilutive funding.
risk management:
like all resource firms, oracle faces uncertainties—regulatory, political, and environmental. however, its partnership model, diversified project base, and strong government relationships help mitigate these risks.
conclusion:
the northern zone is just one opportunity within oracle’s broader portfolio. while project revenues take time, oracle’s free-carried positions, global alliances, and regulatory progress—including the mining licence—put it in a strong position for value creation into 2026 and beyond. DYOR