Member Info for jpsherwin

Thank you for your email.

The questions are being worked through and as per the RNS, we are moving to release the video setting out Naheed’s responses by the end of the month.

“A shareholder Q&A session will be published on the Company's website later in the month”.

I’m not sure it will be tomorrow, could be wrong.

Mark, where does your reference to Oil stem from, ORCP have no projects that involve Oil exploration or production?

I have indeed Vaga.

Mark, what did you base your investment on?

I wouldn't necessarily say "spiked", though I acknowledge that on paper, my position currently shows a loss. However, my investment decision is a combination of thorough research and belief in the potential of ORCP. I have consistently referenced key projects and developments that I genuinely believe will unlock significant value in the future.

My posts and analysis have always been fact-based (though not without errors and as always appreciate the LTH's here that pick me up on these), backed by credible research and insights that I make a point to share openly with others. My goal is to foster informed discussions and provide transparency around the rationale behind my position.

While the current situation may not yet reflect my expectations, I remain committed to the long-term vision I see in ORCP and will continue to hold on the news of the projects I’ve highlighted historically.

Dec 2024

https://www.sciencedirect.com/science/article/abs/pii/S0360319924048201

July 2024

https://engineeringreview.com.pk/hydrogen-strategy-2025-recommendations-for-pakistan/#:~:text=Pakistan's%20hydrogen%20energy%20strategy%2C%20set,%2C%20carbon%2Dfree%20energy%20source.

Jan 2025

https://www.worldbank.org/en/news/press-release/2025/01/14/world-bank-group-announces-new-10-year-country-partnership-framework-for-pakistan

Jan 2025

https://profit.pakistantoday.com.pk/2025/01/19/finance-minister-reviews-new-energy-vehicle-policy-2025-to-boost-ev-adoption/

Nov 2024.

https://www.weforum.org/stories/2024/11/pakistan-solar-power-energy-transition/

Apologies H, I must have been looking at a different date relating to something else.

From the FT.

Key statistics

On Friday, Oracle Power PLC (ORCP:LSE) closed at 0.017, 46.55% above the 52 week low of 0.0116 set on Nov 26, 2024.

What’s your thoughts on the projects and points below? Always happy to be corrected on research as it informs others in the right way.

H, My thoughts.

The decline from October 2024 to present date has been influenced by several key events and market dynamics:

October 2024: ORCP announced the completion of a grid interconnection study for its 1.3 GW hybrid power plant in Pakistan.

November 2024: ORCP released multiple updates on its Northern Zone Gold Project in Western Australia, including drill results and project developments.

December 2024: ORCP repriced and exercised warrants, raising £416,667, the share price reached a 52-week low of 0.0116 GBX on December 15, 2024.

The decline in share price during this period can be attributed to several factors:

1.Market Volatility: The company's share price has been subject to significant fluctuations, with a 52-week range between 0.0116 and 0.075.

2.Investor Sentiment: Despite positive project developments, the market's response has been muted, possibly due to market conditions or specific concerns about the company's projects and financing.

3.Capital Raising Activities: The repricing and exercise of warrants in December 2024, while strengthening the company's financial position, led to dilution concerns among existing shareholders.

Short-Term Milestones (Next 1-3 Months)

1.Green Hydrogen and Renewable Power Project (Pakistan):

-Approval of the Transmission & Grid Interconnection Study by the National Transmission and Dispatch Company (NTDC), enabling the start of the FEED study.

-Progress updates on power off-take agreements and equity investments from state-owned companies.

2.Northern Zone Gold Project (Australia):

-Integration of recent drill results into a mineralisation model to guide future drilling campaigns.

-Start of additional drilling campaigns to further define the gold resource.

3.Blue Rock Valley Copper and Silver Project (Australia):

-Launch of a geochemical sampling program to refine drill targets.

-Updates on assessment results for potential gold and uranium mineralisation.

4.Corporate:

-Publication of the Q&A session with shareholders, addressing key concerns and providing forward guidance.

Medium-Term Milestones (3-12 Months)

1.Green Hydrogen and Renewable Power Project (Pakistan):

-Finalisation of the FEED study for the 1.3 GW hybrid renewable power facility.

-Securing equity investments and joint development agreements with state-owned companies.

-Announcements of strategic partnerships or funding agreements.

2.Northern Zone Gold Project (Australia):

-Approval of the Mining Lease (M25/389) application, expected during 2025.

-Continued drilling to expand resource definition and deliver a maiden Mineral Resource Estimate.

3.Blue Rock Valley Copper and Silver Project (Australia):

-Completion of follow-up work on multiple gravity targets.

-Refinement and execution of drill programs based on geochemical sampling results.

4.Thar Block VI (Pakistan):

-Potential divestment (wholly or partially) of mining interests to align with clean energy focus.

-Progress on coa

H,

I’ll revert this evening or first thing with my thoughts, certainly not avoiding the question.

Best

As subjective as it maybe, because I see the value of ORCP significantly north of where we are today.

Government of Pakistan and Provincial Authorities

Financing Impact:

Sovereign backing could secure concessional financing from multilateral development banks (MDBs) like the Asian Development Bank (ADB) or the World Bank.

A power purchase agreement (PPA) with sovereign guarantees will be crucial to attract investors.

Shaikh Ahmed Dalmook Al Maktoum, a member of Dubai's ruling family, could attract financing from:

UAE sovereign wealth funds (e.g., Mubadala or Abu Dhabi Investment Authority).

Private investors in the UAE and GCC region with an appetite for infrastructure and renewable energy projects.

The partnership could also tap into Islamic financing structures like Sukuk bonds.

"Not a single analysis or in-depth talk about any of the projects. Just rocket emojis and going to the moon references."

Simply not true AG, look back through the posts, granted it will take some navigating, it is there though.

Looking back through your posts, I note the significance of your investment. I can only assume you carried out your own research and did so in the belief you hoped/ thought ORCP was a company worth investing in?

Agree to disagree Latino though I respect your opinion, I just don't agree with it.