Member Info for MoodyBlue14-10-2

What's not to like...

"...which the Company understands to be the highest-grade undeveloped tungsten resource in Europe"

"We are happy to report that the 2025 exploration drilling programme at Redmoor has been completed ahead of schedule, within budget, and with exceptional results reported to-date from two drillholes.

Slide 6 bullet point:

"The Partnership is working to obtain the final approval from the Falkland Islands government (FIG) for the project's detailed field development plan, which is expected shortly prior to the final investment decision (FID), following the approval in principle, which has already been given."

So it looks like there's a small task at hand for FIG from day one. Is it just a few signatures or could it be FID towards the Thursday 18th allowing for weekend media coverage?

"We specialise in making the impossible possible"

17 mins for comments on fossil fuels and Greta LOL.

22 mins $1.8 billion field.

GLA

All candidates in support. All having to demonstrate that they're mindful of environmental impact and the need for mitigation and governance. But all in no doubt that the Islands need the revenue stream with several referencing the need for a Sovereign Wealth Fund. They've had several trips to Norway in the past so hopefully not long now to rubber stamp and move at pace.

"We are ready to play our part."

Great to see senior leadership really showing an appetite to move at pace here. Hopefully the Company's value is a true reflection of the asset and our potential contribution to UK plc's strategy throughout Q1 2026.

"Send reinforcements we're going to advance"

"Send three and fourpence, we're going to Sharkey's for a dance"

From the Exec Summary:

"This approach is based on proactively addressing

market challenges and anticipating future demand for key minerals to ensure a reliable, sustainable, and future-proof supply of critical minerals."

GLA

Doesn't seem like it was the most effective get together. Some common sense (and self preservation) prevailing perhaps over previous efforts to reach a consensus.

https://www.bbc.co.uk/news/articles/cp84m16mdm1o

GLA.

Hopefully they recover throughout the day, showing some signs now. Fingers crossed for tomorrow.

If not, I hope Brightspot faces the music to maintain some level of credibility on here. Delta9's comments previously were well received as it was widely acknowledged he/she had PI's at heart. So Brightspot/Borgo if Armada day isn't the 24th please don't go disappearing until w/c 15th Dec only to return with more cryptic posts trying to claim back any credit.

Whilst I take the Sharkeys stuff with a pinch of salt, having read them since iii, a lot of newbies will no doubt make decisions based on them. So do the decent thing and expand slightly (where you can) on the factors influencing your assumptions and you will keep some level of dignity and respect. Any prolonged absence from 25th onwards will reinforce a lot of opinions that it's all made up for fun in hope that your blind squirrel finds a nut now and again.

GLA

Will tomorrow's early volume or a spike in the afternoon be an indication of the likelihood of Monday's events or are we still expecting a tight ship until Booooom ?

Open to any thoughts Mogger, Cammbo and even Brightspot LOL.

GLA

Https://www.heraldscotland.com/news/25635275.ithaca-clinches-shetland-gas-deal-amid-budget-tax-cut-calls/

Don't have the subscription I'm afraid.

"North Sea heavyweight Ithaca Energy has increased its exposure to the West of Shetland basin as the company highlighted its controversial plans to develop huge fields in the area.

Israeli-owned Ithaca is acquiring a stake in an undeveloped gas discovery West of Shetland from Shell and said it would be keen to buy more assets."

The morning of Day 3 looks interesting too. Thanks as always Mogger.

GLA

Should we look too much into their intra-day profile tomorrow before Monday or is it likely the case that they equally run a tight ship too.

Maybe the best we can expect is positive soundbites this week until w/c 15th Dec when the train finally leaves the station ?

Exciting yes, but just wish we had all the detail to pour over on Strategy, Tactical and Operational plans of whoever is involved.

No denying it's squeaky bum time and the business end of the season... almost into Fergie time you could say.

GLA

Thanks Mogger

"There is a house in New Orleans

They call the Rising Sun"

Borgo will now claim credit for telling us to look East for the last 20yr LOL

GLA

Great stuff Samula, understood. That makes sense.

GLA

"Can’t really get into any more detail than that"

He couldn't or you can't Samula ?

GLA

Anyone signed up to read the latest Zeus research note ?

https://www.linkedin.com/posts/strategic-minerals-plc_sml-sml-criticalminerals-activity-7393961470948122624-jmdi?utm_source=share&utm_medium=member_android&rcm=ACoAABLjBVoBA-l1VFNj87u65LlJOFbclmvaJcY

We could have an intra day announcement from TLV and a simultaneous RNS or at close of play and a Fri 7am RNS too I guess.

All we need now is a Borgo, Vampa. LOL

GLA