Member Info for flipper56

Someone is short !

Good to hear things moving ahead quickly despite the Iran issues.

I have offer a thanks to ID on KEN. Bought some a while ago on his enthusiasm. Unfortunately, Like others, sold half for a profit. The rest now nearly making up for my losses on Bushranger !

Gideon Tadmor stated in a presentation that phase 2 wouldn't be signed off until production is confirmed. But he also stated that he was confident of the geology given 30 wells drilled (taken from memory but you get the idea). We know Navitas are working on planning phase 2. Navitas senior executives are basically ex Delek. And we have the Israeli hedge funds increasing their investments in RKH to the surprise of Divi.

For pure speculation, what about if that "British" company was Ithaca Energy ?. 50+% owned by Delek. Delek and Navitas management have worked together in the past. I would guess FIG just want oil to be pumped. And with the UK moving to a hard left, anti colonial, anti oil, leadership; who would blame them.

Thanks for some good, informative posts. Plenty of risks abound and getting the finance sorted must be high up on the list. In our favour is the high copper price. And recent news suggests that supply isn't going to ramp up in the near future, whereas demand still remains strong.

Thanks for providing that number. Quite high. Gives them a lot of influence.

I don't think we can compare the previous situation to the current. According to the "experts", oil wasn't going back up above 54 dollars a barrel and any future developments would be stranded assets. And western geopolitical discussion was about waving Pride flags around the world.

June 2026. Fingers crossed we are nearly there.

The Israelis must have a fair proportion of RKH shares now via various entities. Whether Delek or one of their subsidiaries take control seems to be an increasing possibility. Politically makes sense to do it sooner than wait for first oil. Our hard left Government is hardly going to put up a fight over oil.

People talk about the price of oil going down. UAE leaving OPEC etc etc. But the UAE and Saudis haven't exactly been best buddies for quite a while. Maybe Trump will solve all world problems and we will reach the promised land. The reality is probably very different and RKH will do just fine.

LTT - and the biggest traders are close to Trump !. Next week it will be back to war mode !.

Given developments in the Middle East, I am not sure if it will be a controlled rise. $150 plus for Brent will shake things up.

Anyone know ?

As far as I understand, we won't need sulphuric acid for processing. But are we still reliant on other chemicals involved with flotation that come from the Gulf ?

With Trump now closing the Straits, copper production is likely going to take a big hit due to lack of sulphuric acid. I am not sure if this will be a positive for us. Obviously a negative for JLP unfortunately.

Great RNS. Well done Colin. Good shout ID. After the last week it will be nice to get back to get back up again. Best wishes to everyone.

IAEA Board Reports - Iran

International Atomic Energy Agency

http://www.iaea.org › newscenter › focus › iaea-and-ira...

GOV/2015/68: Final Assessment on Past and Present Outstanding Issues regarding Iran's Nuclear Programme, 2 December 2015 · GOV/2015/65: Implementation of the NPT ...Read more

AI Overview

+4

As of early 2026, the IAEA reports that Iran has significantly expanded its nuclear program, with stockpiles of 60% enriched uranium and a "breakout" time estimated at near-zero. Recent IAEA reports indicate Iran has moved enriched material to a tunnel complex in Isfahan and reduced inspector access following regional conflicts.

The House of Commons Library

The House of Commons Library

+3

Key 2025–2026 IAEA Findings:

Enrichment Levels: Iran continues to produce 60% enriched uranium, far beyond the 3.67% permitted under the 2015 JCPOA deal. This material can be enriched to 90% (weapons-grade) rapidly, with enough material accumulated for multiple potential weapons.

Access & Monitoring: The IAEA has reported a loss of information and limited access to nuclear facilities, with Iran restricting access to sites after attacks.

Isfahan Activities: Recent reports confirm high-enrichment material is stored in a tunnel complex at Isfahan, with IAEA flagging "regular vehicular activity".

Undeclared Sites: The IAEA flagged concerns about past undeclared activities at three locations—Lavisan-Shian, Varamin, and Turquzabad—linked to nuclear material or activities.

Institute For Science And International Security

Institute For Science And International Security

+5

The IAEA continues to call for full, unconditional access for inspectors to verify that Iran’s nuclear program is for purely peaceful purposes.

Institute For Science And International Security

Institute For Science And International Security

+1

I had one as a JLP shareholder. But he stuck to the financials so nothing of interest for GLR unfortunately. He did say they will be doing seperate presentations for Molefe etc in the near future.

Just added a few before the JLP presentation. 0.8p. Hopefully a good buy.

Nothing new. Won't make any difference. And we have Mad Ed so can hardly complain about Trump.

8ead. Too many beers here in Vietnam !. But still a lot.

Its good to see Namibia isn't so affected by the diesel crisis which will hit so many other projects. And using renewable energy gives them a big advantage. I notice yesterday Charles Archer said the crushing equipment nearly ready. Looks like some good gear.

https://im-mining.com/2026/03/12/weir-to-supply-bezant-nambia-operations-with-150-t-h-crushing-and-screening-plant/

Silver, apologies for the mistake. 105 million. Too many noughts !.

Now £65,000. Luckily bought much lower.