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How is it a non issue when it stop a test the market was super excited about in Q4. Wake up its a real issue and the company should have updated the market much earlier.

The Inez issue clearly didnt happen yesterday, why have they not updated the market on this issue before, talk about trying to hide the bad news in todays RSN.

Find it a bit odd that there is no technical data on the production start up, not a word on how much is flowing.

That was a really bad report and guidance for 20026

Its really never ending with these guys

Never ending JLP, can they ever deliver a solid RNS.

BRod74, your market cap is wrong, you need to include the B-shares. 1014m normal shares and 490m B-shares, 1500m total shares so mcap around £500m.

Feels a bit like a travelled and arrived moment.

I find the interview a bit disappointing:

- Paradox farm-on process, doesn’t sound like it’s very well advanced (12 min 45 sec).

- Marketing partner Paradox, is well advanced but this is the easy bit, a marketing parter doesn’t invest any they just take the gas if Zephyr can deliver some gas.

- Paradox production start-up – Colin is uber wishy washy on this point.

- Enbridge refurbishment of the pipeline going across Zephyr Energy doesn’t have anything to do with Zephyr Paradox asset. Enbridge is doing a big refurbishment project across their asset base in Utah. 10 min in the interview is very clear that Enbridge is running their own process and will deal with Zephyr in time but as regulator pipeline operator they have to engage with Zephyr.

- Helium well put on the back-burner (19 min 30 sec)

Its 9 months since the last Paradox well test was completed and soon 5 months since the last Paradox CPR was released and, in the interview, it sounds like farm-out is going really slow. One does wonder what they are doing. At the same time US natural gas prices are back to 52 weeks lows.

Now when the JV process started its important that HE1 standing strong and can get the best alternative. Based on this HE1 should raise some equity which would improve their negotitation position in the JV process.

OPTI funding buffert is fadding away

I guess it will take sometime with the partner process. No partner deal today like many ppl expected.

Talk about trying to twist bad news

What was expected?

Any idea when they are looking to complete the Paradox partner process?

Not sure what Singer are smooking calling it down. Now on 2.5 EV/PBT, its joke.

CT AUTO (CTA) -20% * TU/ Sees FY26 modestly ahead of FY25 despite ongoing market uncertainty. Singer CM note out.

Accenture and other peers to Capita was down 10% yesterday, Capita stock managed to stay out of it so far.

PRD should start to move with the oil price and other E&Ps

I think HEX will shore up additioanl funding this week. My bet.