Member Info for dai2belts

BLOE, I totally forgot , getting old...

Panrs we missed low :(

ALL still holding, but was a small investment, just added ASX to my live watch list, if its significantly up overnight then that should push the UK listing, and might be worth topping up as previous it reached +18p in anticipation

DELT, I checked BB some LTH sold up. screwed losing Pensacola(big discovery)because delt could'nt pay costs, then screwed by acquisition attempted by company with CEO that has legal issues....

Matd, drifting down, I wonder what the bottom will be

GEX, is pretty shakey, sometimes you cant buy much, other times maybe 100k, someone posted about not being able to sell his large holding.....I have not figured it out yet... BB started posted some broker notes suggesting excess of £1, a few buys came in and the priced climb too easy, then a troll reminded the risks and it stalled......Need a troll alert to help buy the dips

Mmmmm, ALL is showing good momentum, its also listed on ASX, I wonder if Auz is leading UK trend, if so it could be used to indicates UK daily rise...

Mining Royalties due in Parliment within a few weekls, once done then ratification will be due

OCP probably dont want to be first commercial customer, and have been delaying for years hoping for somebody else in the region to take the leap, but QED dont seem to be looking else where...Cant sell to the small operations because it wont create enough demand to entice a Msar producer..

Maybe that blend on board system should be marketed as blend on site so small operations can mix their own, or may QED blend Msar and supply small UK customers....

Was'nt there mention MSC's concern was the ability to supply at the scale they required after a successful trial?

Looks risky NSTA keep asking for further representations related to aquisition, likely because Viaro CEO Francesco Mazzagatti has allegations pending against him.... so looks like NSTA are playing the clock as they did for another of the CEOs attempted aquisitions which then timed out ..

DELT are almost skint, and owe money to shell related to the licence Viaro( through rockrose) want to acquire by buying DELT,, so its possible Shell and partners gain 100% of that licence when delt default on payment

what a can of worms

Came across this tip on DELT BB, maybe worth a look

-------------------------------------

_____BLOE .. opportunity here at £8 market cap____

Project III Resource 2.77TCF awaiting farm out (read December 8th RNS) $25m to $30m

Project I 1.25 MMboe currently in production

Project II 235 MMBL

Project 1V Farmout $95M free carry

Carbon capture initiative moving into commercialisation stage.

Anybody skilled in aquisition, DELT currently 3p offer 7.47p, obviously something is not for sure as it was trading 7p,

30 June 2025

· Under the terms of the Acquisition, each Deltic Shareholder will be entitled to receive:

For each Deltic Share: 7.46 pence in cash(the "Cash Consideration")

---------------------

Completion of the Acquisition remains subject to outstanding conditions, which include, inter alia, the consent of the North Sea Transition Authority (the "NSTA") to a change in control of the North Sea exploration licences held by Deltic

Deltic has since been informed that Viaro Bidco has requested, and the NSTA has agreed to, a further extension to the date for providing these representations until 13 February 2026.

https://www.lse.co.uk/rns/DELT/acquisition-and-scheme-timetable-update-z16nt9cb742y9hu.html

Goooooggle AI

Deltic Energy PLC is currently being acquired by Viaro Energy Limited through its subsidiary, Rockrose Energy Limited. As of early February 2026, the deal is in its final regulatory stages but has faced several delays.

Key Deal Details__

Offer Price: 7.46 pence per share in cash, valuing Deltic at approximately £6.9 million.

Premium: The offer represents a 36% premium over Deltic's closing price on 27 June 2025.

Structure: The transaction is a court-sanctioned scheme of arrangement, which Deltic shareholders overwhelmingly approved on 28 August 2025.

Strategic Fit: Viaro aims to integrate Deltic’s North Sea assets, particularly the Selene and Blackadder gas discoveries, to reach a production goal of 100,000 boe/d.

...................

Current Status and Delays___

Completion is pending final consent from the North Sea Transition Authority (NSTA) regarding the change in control of Deltic’s exploration licences.

Regulatory Concerns: The NSTA has requested further representations to address specific "concerns" related to the licence transfer.

+New Deadline: On 29 January 2026, the deadline for these representations was extended from 30 January to 13 February 2026.

+Long-stop Date: The parties have extended the ultimate completion deadline (long-stop date) to 31 March 2026 to accommodate the regulatory process.

Deltic's board has maintained its unanimous recommendation for the deal, citing the challenging UK fiscal environment and the need for Viaro's more robust funding model to progress their discoveries to production.

Thanks :)

will start at 14m45s

https://youtu.be/xeGzcUDi9q0?t=885

Mention of Mining issues before parliment

https://youtu.be/xeGzcUDi9q0?t=885

With the Free float now at 50.97m(ft.com) that 500k trade is ~1% of available shares, so you would think it would be at a premium to the price at the time it was booked, and UT was 9p, so just might be CSS providing some liquidty to be snapped up

50m Free Float, maybe 250k trades significant at 0.5%

so todays after hours , 500k trade 1%, todays 3.5m volume ~7%

-------------------------

After hours trade tagged as delayed but time stamp is not from normal trading hours?

03-Feb-26 16:37:58 8.50 500,000 Unknown* 8.00 8.50 42.50k O maybe CSS off-loading ???

were 2 x250 buys during day to match this volume if a delayed sell

--

and this arrived between spread ticks, as Ask dropped to 8.5

03-Feb-26 13:05:54 8.50 263,513 Unknown* 8.50 8.50 22.40k O

-------------------------------

this after hours, may have continued down trend if printed on time, day felt like it was walked up, buying restricted at times but not selling......

02-Feb-26 15:36:48 8.50 300,000 Unknown* 8.50 9.50 25.50k O

------------------------------

27-Jan-26 14:45:00 7.50 1,000,000 Unknown* 7.00 7.50 75.00k O CSS

----------------

Previous likely CSS ALPHA FUND AIFLNP VCIC LTD

26-Jan-26 12:31:35 5.5625 1,000,000 £55.5k

who knows, but it could be this phase see the free float increase even if no dilution, and if news driven volume is'nt there the price may need managing

Mmmmmmm, looks like free float increased with out shares in issue

Free float was just a few days ago 48.73m but now Free float 50.97m, so 2.24m increase

27th Jan FT.com

Shares outstanding 127.59m

Free float 48.73m

28th Jan CSS ALPHA FUND AIFLNP VCIC LTD, reduced holding by 2m 7,304,64 from 5,304,646

just another 240,000 to account for...

today FT.com

Shares outstanding 127.59m

Free float 50.97m

3 September 2025 ("Admission").

the Company's enlarged issued ordinary share capital will comprise 123,593,987 Ordinary Shares

UT is usual matched at auction, I believe the best match either buy or sell gets tagged as trade type, so looks like a large seller was matched with buyers..

So after this time could the well pressure be poor or something, or is this just flipping last of placing shares , or just selling....I wonder

03-Feb-26 16:35:08 7.00 707,958 Sell* 7.01 7.09 49.56k UT

Looking at this you could scalp, that could be scalpers ditching near 7p, getting out before loss after missing the weak bounce

Well after that bounce off the 7p low, they is a ~7p seller again, not sure why PI would be selling so low, so I do wonder its drip feeding, and why ?

Missed 7.0, now bid 7.12, lower the price to bait, then raise to create as little FOMO for those wanting near7p, get it churning again, almost doubled the volume with that dip

Could be the jan 15th fund raise, maybe last of shares being flipped, probably churned x3 the issued amount by now, so maybe MM will stop supporting the price once flipped, who knows its all conspiracy :)

Suspicious, bid ticked up almost to match a string of buys, sort of thing happens when MM foward selling or similar, likely just a tick up a large seller took advantage of, since panr did fund raise recently

03-Feb-26 13:40:50 7.11 5,296 Buy* 7.02 7.11 376.55 A

03-Feb-26 13:40:50 7.11 22,800 Buy* 7.02 7.11 1,621 A

03-Feb-26 13:40:35 7.05 276,838 Buy* 7.05 7.13 19.52k A +++++++++++++++

03-Feb-26 13:40:35 7.05 86,496 Buy* 7.05 7.13 6,098 A +++++++++++++++++

03-Feb-26 13:40:23 7.08 17,400 Buy* 7.01 7.12 1,232 A

03-Feb-26 13:40:23 7.08 55 Buy* 7.01 7.08 3.89 A

03-Feb-26 13:40:22 7.06 195,180 Buy* 7.01 7.08 13.78k A

03-Feb-26 13:40:22 7.06 21,940 Buy* 7.01 7.06 1,549 A

03-Feb-26 13:40:22 7.06 21,940 Buy* 7.01 7.06 1,549 A

03-Feb-26 13:40:22 7.06 10,940 Buy* 7.01 7.06 772.36 A

03-Feb-26 13:40:22 7.05 18,000 Buy* 7.01 7.06 1,269 A

03-Feb-26 13:40:22 7.05 1 Buy* 7.01 7.06 0.07 A

03-Feb-26 13:40:18 7.035 100,000 Buy* 7.00 7.05 7,035 O

03-Feb-26 13:39:37 7.0324 5,616 Buy* 7.00 7.05 394.94 O

03-Feb-26 13:38:25 7.04 100,000 Buy* 6.97 7.05 7,040 O

6.99927p this moment

Is the spread often 1%, thats crazy for an AIM stock ?, you take 1% everyday on the dips if thats the case

Not a single trade listed as Automatic, so you cant tell it any are triggered trades, or people watching