Member Info for EarEyeAm

Small buys at 2.057p are showing as sells, they aren't sells.

The sells are at 2.01p or lower.

I did testing and was quoted those prices.

As I said, Quadrise have pushed the clients to reaffirm their commitment to trials.

RNS 23 March 2026

"FOLLOWING RECENT IN-PERSON MEETINGS with MSC and Cargill, all parties have REAFFIRMED THEIR COMMITMENT to the programme and are working collaboratively to conclude the agreements and related preparations and permitting as soon as possible."

"Quadrise, MSC and Cargill are jointly working to finalise trilateral and bilateral agreements for vessel trials with ALL PARTIES REMAINING COMMITTED to progressing the trial programme."

"Morocco: Following recent in-person meetings with OCP, both parties REAFFIRMED THEIR COMMITMENT to progressing MSAR® trials towards commercial supply."

"Quadrise and OCP RECENTLY HELD AN IN-PERSON MEETINGSto resolve the final issues regarding the proposed commercial site trial. It was agreed that the trial would be relocated to an alternative OCP site using equipment that does not require approval from the original engine manufacturer. Both parties have REAFFIRMED THEIR COMMITMENT to progressing MSAR® commercial applications."

AKHM,

"they need to start giving others ultimatums and saying if you are not committed the we can move on and the team can spend their time with other shippers"

Clearly that's what they did with MSC and Cargill, hence why they had a meeting and all partners RESTATED their intentions to complete the trials, thereby informing Quadrise that they didn't need to go looking for alternatives.

California has slightly over a dozen operating oil refineries. These facilities are heavily concentrated in three primary regions: Los Angeles County, the San Francisco Bay Area, and the San Joaquin Valley.

However, the state's petroleum refining sector is currently undergoing a period of rapid decline and consolidation due to market changes and state regulatory shifts. Several facilities have recently shut down or converted to renewable diesel and biofuel production.

Oil arrives at California refineries primarily through marine tankers, in-state extraction pipelines, and imported crude/refined products from overseas. With in-state production declining, the vast majority of refining feedstock arrives via water.

Marine Tankers (Imports): Over 60% of crude oil processed in California is imported via marine vessels. Tankers deliver crude from countries like Saudi Arabia, Iraq, Ecuador, and Colombia to deep-water marine terminals, while domestic shipments arrive from Alaska.

In-State Pipelines: About 20% to 25% of the state's oil supply is sourced domestically. This heavy crude is pumped from inland extraction fields (primarily in Kern County) and transported via a network of regional pipelines directly to coastal and inland refineries.

Refined Product Imports: Due to a lack of interstate crude pipelines and declining refinery capacity, California increasingly imports already-refined fuels (gasoline and jet fuel) from international locations like India and South Korea, or via a route through the Bahamas.

Reminder:

Posted by TechyRob on 21 Apr 2026 14:55

"Vince, PB explained to the extent he is reasonably able what was left to sort out on the contracts in the recent investor meeting that was published earlier this month… “The outstanding elements are not fundamental in nature, but are instead about aligning and compromising on areas where standard practices differ slightly between companies. Quadrise management opined that the outstanding elements were common topics of negotiation in marine contracts, and they were not commercial points of conflict (e.g. not liability negotiations).”

TechyRob,

I took am still fully onboard the good ship Quadrise, I even added more again in the past week.

No news does not mean bad news. No bad news so far.

As per email I received from IR, combined with recent RNS advice and Peter's interviews, all the clients and partners are still very much onside, the MSC trial partners going as far as restating their intentions to complete the trials, thus confirming to the QED board that they can continue to pursue the sigh offs.

OCP, Valkor, Panama, all still in the mix too.

Interesting. My take is this is only happening now because the spike in oil prices has AC looking for Oil assets like these.

130bopd. Presuming an Iran deal is signed, the Oil price will drop back to $85 and by year end back to $75. Long term I've seen recent forecasts of $65 which is where it was before the Iran war.

Oil sales:

130 x $85 = $4,033,250

130 x $75 = $3,558,750

130 x $65 = $3,084,250

If it's cost per barrel is $55 then it's profit would be:

At $85 per barrel = $1,423,500

At $75 per barrel = $949,000

At $65 per barrel = $474,500

Based on that, I'd look at them paying maybe £4m to £5m for the assets, so payback in 5 years or so.

Obviously, ZEN will need to raise the £4m and any subsequent funding for new wells. That could be placing or debt funding unless they get money from Tunisia ICC-1 soon.

They can obviously wait for ICSID and ICC-2 and if we win big then do a rapid big drilling campaign.

Strike 1: Asphalt Bluff South

"Strike 1 is Asphalt Bluff South (ABS) — a contingent resource bitumen deposit located approximately 6.5 miles southwest of Vernal, Utah (T5S, R21E, Section 5, SLB&M), held under SITLA lease by Valkor Energy Holdings. The deposit sits in a well-characterized bitumen formation in the Uinta Basin, with independently certified contingent oil resources from 0–300 feet of depth accessible via conventional open-pit mining techniques."

"The production target is 2,500 barrels per day of bitumen – resulting in the primary low carbon asphalt product with associated diesel range organics. This facility is a 5× scale-up of Valkor’s AR Pioneer facility, which is currently under construction and advancing toward commissioning later this year. The process technology is Valkor’s proprietary, patent-pending solvent extraction system, engineered for Uinta Basin bitumen."

"The ABS project is currently in the Project Definition phase, with CAPEX and OPEX estimates under active development to support facility design and investor-grade documentation."

https://aetherstrike.substack.com/p/strike-1-asphalt-bluff-south

Another decent buy there.

01-Jun-26

16:09:45

0.125p

23,000,000 shares

£28.75k

The bidder doesn't have exclusivity of momentum, any new bidder can walk in the door and place a higher offer on the table any time right up to the second that the current bid becomes unconditional, there is nothing that Zhejiang can do to stop them, Zhejiang don't command or control anything.

This X post should also be part of this thread. Hedge Fund Manager apparently.

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

@Atlanticlithium

shareholders are being asked to accept a 10.8% premium to hand over control of one of the lowest cost shovel ready #lithium development projects in the western hemisphere.

Some simple numbers cross referencing the valuation on ZHC take'under' proposal:

o ZHC paying $71m for

$ELV

22.5% stake in Ewoyaa

o Values 100% of Ewoyaa at $315m

o #ALL $A11 own 58.5% of the project ($ELV 22.5%, MIIF 6%, Govt free carry 13%)

o => #ALL $A11 stake valued at $184m

o #ALL $A11 net cash of $13.9m at end last Q

o Assume $3.5m of cash burn/q til deal close at Y/E (no idea what they are spending this on!!!!)

o =>Y/E end cash ~$3.4m.

o ZHC offer at $210m, less $3.4m cash, less $184m for stake in Ewoyaa - implies ZHC paying $22.6m for change of control and exploration upside in Ghana and Cote d'Ivoire. All when SC6 is trading >$2000/tn and AISC is close to $700!!!

#ALL $A11

@AtlanticLithium

are being taken for a ride

Https://x.com/i/status/2061401349892235293

"James Heal, CIO"

"Highly experienced investment analyst and fund manager specialising across global technology and energy markets. James has a long track record of significant alpha generation and investment performance with a particular emphasis on understanding disruption. Senior roles at Ruffer LLP, Commerzbank, W.I. Carr and ABN Amro."

https://www.netzeroadvisers.co.uk/about-us

Atlantic Lithium Shareholders action group, I can see why the creators didn't call it ALL SHAG 😂😂

I'm 100% behind them 😂😂

But seriously, it's good that an action group has been related to make the board aware of shareholders disbelief at how low an offer the board was so quick to accept.

It could, as some suggested, be an offer accepted simply to let the Lithium market know that this asset is up for sale to the highest bidder, so get your bids in or miss out. A bidding war could be going on right now, but nothing will be announced until it concludes with a winner. Also, there's months for other bidders to come forward, though I'd say far more likely to be near term than late in the day.

Will ALSAG get anything from this action? The way I'd go about it is to send the letter to the press, to where the news is sent round to Lithium companies and Battery Manufacturers, to get it in their faces that this is a very low bid, perhaps triggering some to counter bid.

Tebbin,

"Ireland formally deposited its written notification to withdraw from the Energy Charter Treaty (ECT) on April 27, 2026, citing the treaty's incompatibility with its climate neutrality goals and the Paris Agreement. The withdrawal will officially take effect on April 28, 2027."

"Despite the exit, under Article 47 of the ECT, legal protections and rights for existing fossil fuel and energy investments in Ireland remain valid for 20 years following the withdrawal."

Nice! It just got published.

01-Jun-26

09:00:30

0.13

20,000,000

Unknown*

£26k

I was a tad surprised by the increase in administration costs. We could really do with Zenith securing what must now be over $11m from the ICC-1 award, to get back a load of the money spent on the Arbitrations last financial year.

"During the year ended 31 March 2026, General and Administrative expenses amounted to CAD$14,189k (2025 – CAD$6,478k). The increase was primarily attributable to higher consultancy and professional fees, increased administrative and personnel costs, greater travel expenditure, and foreign exchange losses arising from the retranslation of assets and liabilities denominated in foreign currencies."

"In addition, the Group incurred CAD$12,267k (2025 – CAD$10,890k) of non-recurring expenses relating to its arbitration proceedings against the Republic of Tunisia. These costs principally comprise legal, expert, advisory and other professional fees incurred in connection with the Group's ongoing international arbitration claims."

Preliminary Unaudited Financial Results for the Year Ended 31 March 2026

31 May 2026 23:03 CEST

Out in OSLO tonight. Link below.

https://live.euronext.com/en/product/equities/CA98936C8584-MERK

Beardozer,

Yes, stale holders that don't do any research, have no idea what the company should be worth (much more than it is today!), think they can make money elsewhere (grass is always greener syndrome), will just take anything the ICSID claim pays out.

Also, 1.9bn shares were placed, there will be an overhang to clear as places take a tiny profit or even sell some at a loss to put against tax.

Either way, nobody that knows what the real deal here is, should be bothered about a one day dip. No share goes up in a straight line, nobody buys all their stocks at the bottom, recent placees will always hold back a rise, there is always pain at some point before the happy times, you just need to ride it out or move on.

Take the compensation and run. Put some of the money into the Graphite project, pay out the special dividends, everyone is happy.

Still invested, waiting for 18.8p or more!

I'm happy to wait it out for counter bids or 18.8p, I'll happily take either.

Anyone that's not happy with that, please please please do us all a favour, sell out and go away, permanently.

Name Change to Lansdowne Resources PLC

Lansdowne Resources Plc (AIM: LRES) is pleased to announce that, following the passing of all resolutions at the Annual General Meeting held on 26 May 2026 and the completion of the acquisition of São Gabriel Mineração Ltda. ("SGM"), the Company's New Ordinary Shares were admitted to trading on the AIM Market of the London Stock Exchange on 27 May 2026. Dealings in the New Ordinary Shares commenced at 8.00 a.m. on 27 May 2026 under the ticker symbol LRES.

The Company announces its change of name from Lansdowne Oil & Gas PLC to Lansdowne Resources Plc with effect from 27 May 2026, following the issue of a new certificate of incorporation on change of name by the Registrar of Companies. The change of name reflects the broadened strategy of the Enlarged Group as it transitions from an oil and gas focused company to a diversified natural resources business with interests in critical minerals and energy transition commodities alongside its ongoing Energy Charter Treaty litigation.

The Company has acquired 100% of São Gabriel Mineração Ltda., a Brazilian company focused on developing the Macaubas graphite project in Bahia, Brazil, comprising two exploration licences covering 2,805.82 hectares . The project is located in a highly prospective graphite region with favourable logistics, shallow friable material amenable to low-impact mining, and the potential to host high quality large flake graphite mineralisation.

The Company raised gross proceeds of circa. £2,000,000 million through a placing and retail offer at 0.1 pence per share to fund an active 2026 exploration programme aimed at generating a Maiden Resource Estimate.

In addition, the Company continues to pursue its Energy Charter Treaty arbitration claim against the Government of Ireland seeking compensation of at least US$100 million plus interest in relation to the Barryroe oil and gas field, supported by non-recourse litigation funding from Diamond McCarthy LLP. A capital restructuring has been implemented to ensure that 80% of the net proceeds of any successful Claim are ring-fenced for Qualifying Shareholders (who have been issued with Preference Shares), with all shareholders on Readmission retaining exposure to the remaining 20%, providing the potential to build significant additional value alongside the Company's new critical minerals strategy.

----------

Circa £3m market cap, circa £1m cash, the only way is up.

.