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After reading the full results RNS from ECR Minerals, I think the market is massively underestimating what’s happening here.

Current price: 0.29p

Current market cap: ~£9.5m

Yet the company is moving from explorer → gold producer in 2026.

A few facts from the results:

• Cash improved to ~£1.5m post year-end fundraises

• Very lean company (only 6 staff) keeping overheads low

• Exploration portfolio worth ~£4.85m already on the balance sheet

• Two near-term production opportunities: Raglan and Blue Mountain

The big point for me is Raglan.

The company’s initial mine plan suggests ~938 ounces of recoverable gold in Phase 1. At current gold prices that’s roughly A$7m in gold value in the ground.

Let’s run simple maths.

Even assuming:

Gold value ≈ A$7m

Mining + processing ≈ A$4–5m

You could still be looking at A$2–3m potential margin from Phase 1 alone.

Converted to GBP that’s roughly £1–1.5m potential cash generation.

Now compare that to the entire company valuation.

Market cap today: £9.5m

If the company proves it can produce gold and generate even £1m+ cash flow, a small AIM gold producer would typically trade somewhere between £25m–£50m market cap depending on growth.

That would imply a share price of roughly 0.75p – 1.5p based on the current share structure.

And that’s only considering the first small alluvial mine.

The company also has:

• The district-scale Lolworth gold project

• Large Victorian tenements in Australia

• Further alluvial opportunities at Blue Mountain

Plus they have £9.25m of tax losses, meaning future profits could potentially be sheltered for years.

The key change is narrative.

For years this was just an explorer.

Now management is clearly positioning ECR Minerals as a gold producer.

If Raglan and Blue Mountain both move into production during 2026, the market will have to start valuing this very differently.

At £9.5m, the downside looks limited compared with the upside if production is delivered.

For me the risk/reward here looks extremely compelling.

DYOR

There's been some updates, not had chance to properly review anyone got a summary of it ?

Https://www.linkedin.com/posts/80-mile-plc_pelican-acquisition-corporation-nasdaq-activity-7434162168046039040-pRLC?utm_source=share&utm_medium=member_android&rcm=ACoAACDYcCEBMPcoC4bGbJ8qyyDtN5jmdYB2aHU

Great rns on Tambo South licence in Victoria, which extends their Tambo ground to a 47km strike. This isn’t random land either, gold, tungsten and copper have all been found historically and the same shear zone that hosts high grade gold nearby is believed to run into ECR’s ground.... Adds real scale to the story and more pipeline upside, on top of Raglan already moving forward in QLD. Still tiny mcap for the asset base imo, market might not have clocked this yet.

Greenland Energy is about to hit NASDAQ around 18 March under GLND, with the only thing left being the Pelican shareholder vote on the 17th. The SEC has already signed this off. This is the final step. Greenland Energy will be the Nasdaq-listed company, and 80M has direct exposure through Jameson with a free carry on the first wells. We’re talking one of the last major undrilled basins left, with multi-billion barrel potential, fully funded drilling lined up for H2. 80M sitting at 1.0p with its JV partner about to ring the Nasdaq bell feels wildly mispriced. Once Greenland Energy Company is live and US eyes are on this, this won’t stay quiet. All i can say is LOAD UP!

It's coming! All the negativity saying this will never happen etc. And here we are.

HUGE WELL DONE TO EVERYONE WHO HELD AND DID THEIR OWN RESEARCH!!!!!!

If your in at these levels your very very early. Always said this was a hidden gem. Not many chances appear like this on aim.

Enjoy the ride 🚀

It's coming! All the negativity saying this will never happen etc. And here we are.

HUGE WELL DONE TO EVERYONE WHO HELD AND DID THEIR OWN RESEARCH!!!!!!

If your in at these levels your very very early. Always said this was a hidden gem. Not many chances appear like this on aim.

Enjoy the ride 🚀

Unreal news!!!!!!!! Get in whilst you can!!!! Re rate imminent!!!

I'm 360% up and the temptation to sell my entire holdings and bank the profit is so strong.

I just know we will continue to see growth short term in to 15, 17 and so on. I've taken small profits throughout the years at peaks and continued to re invest in to the dips.

I just don't know when the end is the end for me , I'm far too invested and have followed rr for so long , I feel like selling them is letting go of not just an investment but a hobby.

Ahhhhhhhhhh confused.com lol

Where is it going to settle!!!!

Enjoy Thailand!!! Staying next to Wembley Monday night if anyone's around! :D

📍 Headline Results – What the Numbers Show Strong Financial Performance

2025 vs 2024 (all underlying unless noted):

Underlying operating profit: £3.46 billion (2025) vs £2.46 billion (2024) – a substantial increase. Operating margin: 17.3% vs 13.8% – improved profitability as a percentage of revenue. Free cash flow: £3.27 billion vs £2.43 billion – strong cash generation. Net cash: £1.895 billion vs £475 million – much stronger balance sheet. Revenue: £20.06 billion vs £17.85 billion – increased business activity. EPS (Underlying): ~29.6 p vs 20.3 p – higher earnings per share.

Statutory results (reporting under accounting rules) also show increases in profit and EPS, driven by the underlying business performance.

📍 Shareholder Returns & Capital Allocation Dividends Final dividend of 5.0p per share proposed. Total dividend for 2025 = 9.5p (up from no dividend in recent prior years). Share Buybacks Announced a large multi-year buyback program of £7 billion–£9 billion for 2026–2028. Of which £2.5 billion is planned for 2026, including £200 m already completed early in the year.

This is a significant capital return commitment and likely reflects management confidence in future cash flow.

📍 Guidance & Future Targets 2026 Forecast Underlying operating profit target: £4.0 billion – £4.2 billion. Free cash flow target: £3.6 billion – £3.8 billion. Upgraded Mid-Term Targets (roughly through 2028) Operating profit: £4.9 billion – £5.2 billion. Free cash flow: £5.0 billion – £5.3 billion. Return on capital: 23% – 26% (improved efficiency). 📍 Operational & Strategic Highlights Civil Aerospace Margin improvement to ~20.5%. Aftermarket business growing profitably. Defence Stable performance with expansion of key engine programs (including transport/combat engines). Power Systems Higher margin (~17.4%) and growth in data centre power and government demand. Strategic Progress Efficiency and cost-saving programs delivering benefits (lower costs relative to margin). Progress in small modular reactors (SMR) and lower-carbon/AI-led innovation initiatives. 👍 Key Positives

✔ Very strong profit growth, margins and cash generation vs 2024.

✔ Net cash and liquidity much stronger — reduced leverage risk.

✔ Substantial multi-year share buyback (£7bn–£9bn).

✔ Dividend reinstated and increased.

✔ Upgraded guidance for 2026 and higher mid-term targets.

👎 Key Risks / Challenges Highlighted

⚠ Supply chain constraints still exist — Rolls-Royce notes parts availability improvement but ongoing impacts are expected into 2026.

⚠ Guidance and mid-term goals are forward-looking projections, not guaranteed, and subject to external market conditions (e.g., aerospace demand, global macro).

⚠ Buyback commitments do not generate cash; they use cash — heavy future return programmes assume continued strong cash flows.

📌 Plain-English Summary

What went well:

Rolls-Royce reported significantly higher profit and cash than 2024. The

The latest SEC filings confirm that Pelican Acquisition Corporation has received SEC effectiveness for its Form S-4 and has scheduled a shareholder vote on 17 March 2026 to complete its business combination with Greenland Exploration Limited and March GL Company.

When approved, the combined group will list on Nasdaq as Greenland Energy Company as GLND, with a clear strategic focus on unlocking the Jameson Land Basin in Greenland.

80M link

March GL is funding 100% of up to two exploration wells in Jameson Land. That removes the biggest risk in frontier energy projects: early-stage capital requirements.

Zero dilution for us share holders, 80M is not part of the SPAC, not issuing equity, and not funding the wells — yet remains exposed to the upside.

Material upside retained, Through its subsidiary, 80M retains up to 30% of the entire basin, even after March GL earns in up to 70% by delivering drilling success.

With Greenland Energy moving toward a Nasdaq listing, timelines, capital discipline and delivery are now under full public-market scrutiny — increasing confidence that drilling actually happens.

Jameson Land is now being presented to global public-market investors as a cornerstone asset. That alone materially strengthens the basin’s strategic and valuation profile.

Bottom line:

This is a textbook de-risking outcome for 80M — funded drilling, no dilution, reduced execution risk, and retained upside — with a public-market-backed partner now carrying the heavy lift.

As drilling approaches, the value gap between risk-on speculation and drilled reality starts to close.

The groundwork is now firmly in place

WATCH THIS SPACE!!!!!!!

Any buy under 1.0 is an absolute steal.

Two SEC filings today. Merger paperwork is effective with the U.S. Securities and Exchange Commission and they just secured Arctic logistics to move equipment for drilling in Greenland. This is real execution, not just slide decks. The shareholder vote is next and the plan is to list Greenland Energy on NASDAQ after the deal closes. These setups usually move before most people notice.

Fill your boots this will absolutely BLOW ONCE APPROVED!!!!! 🚀

Https://www.linkedin.com/posts/80-mile-plc_greenland-jameson-activity-7430576512325545984-68JG?utm_source=share&utm_medium=member_android&rcm=ACoAACDYcCEBMPcoC4bGbJ8qyyDtN5jmdYB2aHU

WOW WOW WOW. ITS HERE. The SEC has just approved the Pelican (PELI) merger with Greenland Exploration and March GL. The merged company will trade on NASDAQ as Greenland Energy (GLND) as soon as the shareholder vote is done.

Key highlights, READ!! 🚀

Jameson Basin – independent report says 13 billion barrels P10 gross oil. 80M keeps 30% = 3.9 billion barrels. At the expected NASDAQ price of £8.41 per share, that’s already £76 million. Current market cap of 80M is only £38.5 million. This alone is almost double.

Drilling fully funded – GLND pays 100% for two 3500m wells this year. 80M gets all the upside with zero drilling cost.

Other Greenland projects – Disko-Nuussuaq has massive copper, nickel, cobalt and PGEs potential with £24.4M JV funding. Dundas has high-grade ilmenite, 117 million tonnes, with upside to 540 million tonnes.

SPAC/NASDAQ boost – PELI bringing liquidity and NASDAQ listing. SEC approval done. Market barely priced this in. Stock could easily move 50–100% from £0.79 to £1.20–1.60 in short term.

Aligned sponsor – Pelican’s sponsor invested tiny £20k, now could end up with £19.5M stake. They’ve waived redemption rights, so their success = our success.

Market cap upside – current £38.5M, Greenland Energy stake £76M alone. Add other projects? Mid-term potential £120–160M+.

HUGE UPSIDE!!!!! low risk, fully funded drilling, NASDAQ listing, world-class assets.

WHOS READY FOR TAKEOFF!!!!!@ 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

WHOS READY FOR TAKEOFF!!!!!@ 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

WOW WOW WOW. ITS HERE. The SEC has just approved the Pelican (PELI) merger with Greenland Exploration and March GL. The merged company will trade on NASDAQ as Greenland Energy (GLND) as soon as the shareholder vote is done.

Key highlights, READ!! 🚀

Jameson Basin – independent report says 13 billion barrels P10 gross oil. 80M keeps 30% = 3.9 billion barrels. At the expected NASDAQ price of £8.41 per share, that’s already £76 million. Current market cap of 80M is only £38.5 million. This alone is almost double.

Drilling fully funded – GLND pays 100% for two 3500m wells this year. 80M gets all the upside with zero drilling cost.

Other Greenland projects – Disko-Nuussuaq has massive copper, nickel, cobalt and PGEs potential with £24.4M JV funding. Dundas has high-grade ilmenite, 117 million tonnes, with upside to 540 million tonnes.

SPAC/NASDAQ boost – PELI bringing liquidity and NASDAQ listing. SEC approval done. Market barely priced this in. Stock could easily move 50–100% from £0.79 to £1.20–1.60 in short term.

Aligned sponsor – Pelican’s sponsor invested tiny £20k, now could end up with £19.5M stake. They’ve waived redemption rights, so their success = our success.

Market cap upside – current £38.5M, Greenland Energy stake £76M alone. Add other projects? Mid-term potential £120–160M+.

HUGE UPSIDE!!!!! low risk, fully funded drilling, NASDAQ listing, world-class assets. 80M could easily 2–4x in the next 12–18 months.