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How could we forget

🪙 3. Juno follow-up drilling plans

After low-grade maiden holes:

👉 next targets need interpretation.

Expect:

• targeting update

• potential new drill locations.

Timeline:

👉 probably Q1–Q2 updates, drilling later.

🛢️ 1. Namibia (PEL94) farm-out — MOST LIKELY near-term catalyst

Clues from RNS:

👉 “Several new parties have accessed the data room”

👉 “Discussions ongoing”

👉 Chevron activity increasing regional interest.

Typical timeline:

Once data room activity is mentioned publicly:

👉 4–12 weeks is a common window for:

• term sheet agreement

• exclusivity period

• JV announcement.

So realistically:

⭐ Late Feb → April is a reasonable expectation window.

(Not guaranteed — but that’s the normal industry pace.)

⸻

🪨 2. Gorge exploration updates — steady newsflow, not explosive

Expected:

• airborne survey planning

• geochem work updates

• target generation.

Timeline:

👉 small RNS updates possible anytime next few months.

What a time to get in as said a strong re rate inevitable here

Game On!

The deals will be aim linked . I’m sick of CEO’s over promising.

Please Nick ?

We are off

Gathering back for 22p

I think some of those concerns are fair — AIM exploration companies always test patience — but it’s also worth looking at where GEO actually is today versus 2024.

The Namibia JV hasn’t landed yet, but interest in the Walvis Basin has clearly increased recently, and the company has said multiple parties are now involved. These deals are complex and timing rarely sits with the junior partner, so delays don’t necessarily mean failure.

On the gold side, yes exploration is high risk and takes time, but Juno has at least confirmed a mineralised system rather than a barren target, which is an important early step technically. Bringing in someone like Callum Baxter isn’t just about hype — his role is to interpret early-stage results and guide follow-up targeting, which is exactly what seems to be happening now.

Dilution is frustrating but also fairly typical for a small explorer without revenue; the key question is whether capital is being used to advance assets, and Gorge and Namibia activity suggests they are trying to build multiple shots on goal.

Ultimately 2026 probably becomes the proving year — either we see tangible progress (farm-out, better targeting, meaningful exploration results), or shareholder patience will run thin. For now I see a company repositioning rather than standing still.

Intense research old fruit. We are going to be alright here and and some !

One of the most overlooked parts of today’s RNS is the underlying signal from management behaviour. After the Juno reset, the board has chosen to take equity instead of cash, extend warrants out to 2029, and structure incentives around meaningful share price appreciation — all of which increases their own exposure alongside shareholders. That’s not the action of a team looking for a quick exit; it suggests confidence in future catalysts and a longer-term re-rate driven by the broader GEO portfolio. With Gorge moving into execution, Namibia attracting renewed interest, and Juno now better vectorised, the alignment between management and shareholders feels stronger than ever — and that’s often where the real upside starts to build quietly before the market notices.

RNS earlier than I thought

Directors taking shares instead of cash

This is genuinely positive.

• Omar, Hamza, Azib accepting stock in lieu of cash =

👉 preserves cash for exploration (very important for a junior explorer).

It tells you:

• They believe in upside.

• They’re willing to align with shareholders.

• GEO isn’t burning cash unnecessaril

GEO tweeted on this yesterday

The latest commitment from TotalEnergies SE and Galp Energia SGPS SA reinforces just how rapidly Namibia is transitioning from exploration frontier to future global energy hub, with Venus moving toward potential FID in 2026 and further appraisal drilling planned at Mopane. When supermajors escalate engagement to presidential-level meetings, it signals long-term capital deployment and growing basin confidence — exactly the type of environment that drives re-ratings across the entire ecosystem. As Namibia’s offshore projects advance toward development, the demand for regional expertise, subsurface knowledge and supporting operators increases, placing companies with strategic positioning in the basin, including GEO, directly in the path of expanding industry activity. Historically, once majors commit at this scale, the wider value chain follows — and early-stage players leveraged to the basin’s growth can benefit disproportionately as Namibia evolves into one of the world’s newest large-scale hydrocarbon provinces.

Not for long

When others are …..

Patience always wins with CB

Dickie you a split personality lol

RNS next week

Good luck pixies

Hold em tight