Member Info for Fourprinces

BLU is quietly morphing into a DeFi cash machine. With >50% of treasury now deployed via @SatoshiPay and a headline “>80% yield” claim, you’ve got NAV rocket fuel + cashflow torque on top of the £1m ETH/cbBTC on-ramp already RNS’d. Add BLU’s 50% stake in SatoshiPay and you’ve got double-dip exposure: yield inside SatoshiPay and BLU’s own treasury spinning. If management quantifies this in the next update, the re-rate could be violent.

Https://x.com/suagrius/status/1963588398381212132

#AET 🔥 HoT signed for first operated block offshore Angola (3/24): 5 discoveries, short-cycle tiebacks next to 3/05. JV: AET 40% (Op), M&P 40%, Sonangol 20%.

Call: near-term 58–62p, 70p+ on formal award.

Source: https://investegate.co.uk/announcement/rns/afentra--aet/block-3-24/9089614

#AIM #OOTT #Angola

Target 8p (base), 12p on £5m Kerrs sale. Sunbeam now >90km² beside Agnico; geophys done, soils due. Disposal LOI signed + accelerated option payments = deal signal. Micro-cap vs district-scale upside.

FCM primed for a rerate: Sunbeam just expanded to >90km² beside Agnico ground, geo done and soils/VLF results due = near-term newsflow. More importantly, a cash disposal LOI is already signed for one property, and since then they’ve accelerated the remaining Kerrs option share payments — tidying title and greasing the wheels for a deal. Layer in the Valereum tokenisation MOU to fund the rest non-dilutively, and they’re negotiating from strength, not desperation. Micro-cap vs district-scale portfolio — a sale RNS or assays and this can multibag.

Ducks in a row pre asset sale. Exciting times!

So #GFIN MC £4m are in bed with Sonos MC $1.6bn and Asus MC $15.4bn? I'll just leave this here.

It might be me but is the first mention by Gfinity of Asus and Sonos? Whilst CIQ has worked on initial campaigns for brands such as Asus and Sonos, we are now in advanced discussions with 2 major agencies to adopt the technology

CIQ: added agentic software to automate parts of media planning; better emotion detection; first self-serve US interface.

Commercial traction: ran initial campaigns with Asus & Sonos; in advanced talks with two major agencies with tests due later this month; partnerships flagged with IRIS.TV and Magnite.

Digital Media: site sessions up ~30% in last two months; direct sales improving; revenue up ~60% in the quarter to June 2025 vs the quarter to Sept 2024; division currently trading profitably.

Yentra.AI: launched Evolve (sovereign-AI product) and building a consortium with institutional partners.

Outlook: CEO upbeat on Q4 2025 and into 2026.

Margins

What do you mean

?

What’s that all about

Shouldn’t be long then. Day or so?

Just watched Mike Moore's interview again. Certain drilling starts this months and only prep is clearing vegitation from existing infrastructure which I suspect is already done given he's been there over a week #FDR https://www.youtube.com/watch?v=GFUlB6ld-2Y

Big delayed buys yesterday and today

Would tend to agree

Https://linkedin.com/in/najib-kandala-7a128723/ is the guy who liked the post

utter *******s. polus don't use geographical parameters to guide investments.

Https://uk.advfn.com/stock-market/london/capai-CPAI/share-news/capAI-PLC-Execution-of-Heads-of-Terms-for-Movie42/96561773

IDM chipmakers with internal fabs - TSMC, Samsung Foundry, Intel, Micron, SK Hynix