Member Info for hereandnow

Getting its hands on a Walvis basin block near some of ours.

Will get smashed today, gold ripping higher...again!

Terrific news today. Management following through with partner plans. ACAM love tungsten and copper for very good reason. Look what has happened to the GMET share price since they got involved around the 30p level.

Hit a $2.04 high, £1.08 equivalent, closed at $1.84, 98p equivalent on 6 times normal volumes

The North Americans are leading the charge on Pulsar. Much higher volumes than UK, they love it. Closed at 75p equivalent

That is another step on the way to this becoming a strategic asset for the US government. Huge news

Someone retail idiot dumped 600k shares early today at 7.9, it caused a bit of a panic, a few more retail dumped. I have had the hoover out . Added 500k shares at 8.5p. Thank you.

A really silly time and idiotic way to sell. With FID on Sea Lion, Navitas and ECO/JHI doing a deal on the block next door, the Falklands is in play. Pens are sharpening. One day the news will drop, got to be in it to win it.

AISC at 28. Production at 1000 plus. Price 51.5. FCF $31.5m

mine life for generations

180 pegmatites

lithium ridge/sqm

Brandberg West

what is not to like...accept the daft SP

Good update. Not surprised it's taking a little longer to finalise terms. Navitas only got involved a few weeks ago and then we had the Xmas break. Sounds like they are close to finalising terms.

Got a nice note today on the news,

View: positive, remember Eco signed a wider framework agreement with Navitas in December, including options to farm-in Eco's Orinduik Block (Guyana) and Block 1 CBK (South Africa) which should provide Eco fully-carried exposure to exploration activity, including drilling, over the next 12 months or so. The JHI farm-in highlights largely overlooked value in Eco's portfolio and should strengthen the relationship as the companies also look to work together on new portfolio opportunities in the future. In the near-term, we expect further catalysts for Eco, notably in terms of newsflow related to a potential licence extension on the Orinduik block.

this is just the 'amuse bouche'

Will make it easier for them to buy Lithium Ridge for a very large number

• Under the HoT, the Partnership intends to acquire from JHI 65% of the interests in the License (hereinafter: the "Acquired Interests") and shall serve as the Operator of the License. JHIF shall continue to hold the remaining interests in the License (35%).

• The Partnership shall make available to JHI a loan in respect of JHIF’s share of costs in connection with operations under the License (including an exploration well and, in the event of a discovery, an appraisal well), together with related costs, up to a cumulative cap as set forth in the HoT. Such amounts shall bear interest and shall be repaid to the Partnership from 85% of JHIF’s free cash flow from production under the License, if any. In addition, the Partnership shall bear the reimbursement of JHIF’s past costs. The foregoing amounts are immaterial to the Partnership.

Basically a free carry paid back from production, pretty similar to the 3B/4B deal with Total.

Would not be at all surprised to see JHI fold into ECO.

No drilling happening here for years but will be a very sweet carry down the road. 6 sea lion look a like structures apparently. All the upside for Navitas on the Rockhopper deal lies in this block.

This was forgotten about in the portfolio, not any more.

Certainly expecting news on Orinduik this week.

Bear case, we lose license and Navitas does not take up option.

Bull case, we get license extension on the Tertiary discoveries, they are declared commercial finds, work programme including Jethro appraisal and concomitant development if successful, Navitas picks up option and ECO gets another $2.5m in the coffers. Plans to drill in 2026

Uber bull case. As above and we keep the Cretaceous as well with a commitment to drill an exploration well.

I expect ECO will have to accept different tax/royalty terms as part of the deal, more in line with more mature basins.

Fabulously rampy! I would take 1/10 of that to happen, still be a ten bagger!

More importantly, SP has consolidated nicely...again.

Hit 25p twice and back to 20p. Hit 34 p , consolidated down to 27p now heading north again.

We should get Orinduik news next week as an 'hors d'oeuvre' to a year of deal flow and ......drilling.

can't wait for it all to unfold.

Had a re-trace from 25p to 20p, consolidated and moved on again. Hot 34.5p , re-traced to 29p, consolidation again then it move on. So far only one surprise catalyst...a tie up with Navitas. This has brought in Israeli buyers.

catalysts to come

1/. Orinduik news.....tertiary development / license extension/ work plans/ Navitas confirms farm in

2/. Block 1 Navitas confirmation

3/. Block 1 farm out

4/. Namibia farm out

5/. JHI Falklands block deal

6/. Environmental clearances in SA

7/. drilling in 3B/4B

8/. Drilling Orinduik

9/. The tertiary is declared commercial

10/. Any other business

Peak share price gains will be when we are drilling again. At that point I will decide how much risk to carry into well result. If it's Jethro appraisal, I might carry full risk as it is already discovered and there will be less risk. If it is 3B/4B that will be more risky. If there are multiple wells planned I can take more risk as there will be more chance of a hit. Plenty to go for, it will take time and plans will change

Check out the 50k trades over the past few days and a few 100ks

Helped put ECO in front of Israeli institutional investors who have been mopping up stock since the Navitas tie up. The same investors have made fortunes on Navitas, Rockhopper and are now buying the ECO story. Remember , we are on the opening chapter, the story has a long way to go.

Every village has one....

Note the TR1 on Rockhopper today. Israeli institution. They made good money on Navitas, they have driven RKH from 7p to 80p. Israeli buyers are following Navitas into ECO....wonder if we see a TR1 from one of them in due course. Great UT print at the close last week, let's see what this week brings us. We are about a week away from hearing news on Orinduik.....

Not a chance of that happening sunshine! Before the Navitas deal they had enough cash until mid year 2026. Navitas has given them $2m. They will give them $2.5m on farming in to Orinduik. They will give them $4.5m when they farm in to Block 1.

Must try harder....honestly some people are so desperate