Member Info for Early_Bird

Buyer is working in the background now quite clearly.

Now just got to flush through all the 5%ers, personally see this one bagging up the next month or so. The seller has been working that order since Jan on low volumes, only recently the increased volumes have allowed them to finally exit.

When share buybacks start this one could really squeeze

Looks like Robert Price is out

https://x.com/djp4976/status/1807840609685622814?t=GpxvoekZetU0isCZDZqKrQ&s=08

Game on tomorrow

As soon as the seller dries up I can see this one getting chased. West Newton will bring a lot of noise when its drilled H2

The seller is the consortium from the failed requisition moving on. Sooner they have moved on the better. Big buyer also working.

Not forgetting that post tomorrow's AGM the company can buy back up to 25% of the shares in issues here. That'll be sure to squeeze it

Directors wouldn't have recently sunk £150k in to buying shares if they thought this was a dead duck

Valued 10-15% below its cash level currently.

Upside 16x in the broker report. Key is timing the entry and I think the recent £150k director buys show they think this is the bottom

https://x.com/Robin25461631/status/1801520794184396885

Odins, I think this could be the case,

New interview out:

https://t.co/Gwy1MdnuBB

Thanks Simon. Sentiment clearly in tatters but agree think the brakes will come off here very shortly.

Id expect Share buybacks to resume next month post AGM, wont take much to squeeze the SP significantly.

GLA

And continuing to do so. Once a critic of this company in its early years, the value on offer now simply cannot be ignored.

Mcap £7m.

£8m in cash / no debt

Recent significant £150k director buys

West Newton 56% WI – To Drill H2 & funded. Europe’s largest onshore *gas* discovery almost 200bcf. Is within PEDL183 which is a huge licence area, with multiple other targets similar to West Newton.

Has obtained AA rating for Carbon intensity - lowest possible carbon intensity rating category on GaffneyCline's scale. Significantly less carbon than the current imported gas. Also enables to cut the reliance on imported gas. Discovery is right in a high demand industrial area that currently uses imported gas. West Newton to replace thus lowering the embodied carbon footprint for the supplied businesses. Note this is a completely different scenario to the recent negative ruling in Surrey for Horse Hill *oil* discovery which is located in a protected area and didn’t go through due process.

Colle Santo, Italy - 23% WI

Undergoing process to finalise sales contract as well as upfront cash payment/offtake

I see 5-10X upside when the West Newton drill happens in H2 as always position early. Nicely derisked with the current cash position exceeding the current Mcap

Flushing the traders. All reads well just clearly a holder is frustrated the partnership process is taking a while.

Storm in a teacup

Appreciate your frustration - we had no prior notification by Cadastre so we saw it the same time as everyone else. It appears to be a glitch within Cadastre whereby our application was prematurely put forward (naturally without supporting documentation) and so was rejected.

All our exploration licenses remain valid and so the JV and drilling all unaffected. As soon as we (Anglo) have concluded their meeting at Cadastre today we shall update the market.

Regards, Nick

GLA

Trying to remain positive here but PA has done himself no favours.

Mez is being held up and I'm guessing it's uncertainty surrounding the general election. Don't expect anything will be wrapped up until after its conclusion. PRE was supposed to finalise its funding in January... Still yet to and its June!

Worries me they don't have permit in place either.

*If ARS can bag from lows due to the move in copper price then ARCM most certainly can.

If ARS can bag from lows due to then ARCM most certainly can.

Looks like thr placing churn/selling is subsiding finally. Any whiff of good results and this goes 5p+

Https://x.com/Andrada_Mining/status/1790310869772943528

Seems utterly.liintless to sell like they are. Very odd

ARS has bagged off its lows. Copper price bringing momentum to the sector and ARCM one of the only shares yet to move.