Member Info for Mullins58

Highlights

· Execution package in place: procurement requests for critical refurbishment items were launched in March 2026, with contractor mobilisation readiness established for a 90-day execution programme.

· Early works commencing: certain permitted preparatory activities are scheduled to commence in March, enabling selected workstreams to progress ahead of the main refurbishment programme.

· Critical path supported: together, these steps are intended to add flexibility across key execution activities and help preserve the current development timetable.

· Licensing workstreams progressing: remaining Installation Licence requirements, including IPHAN, water abstraction and tailings-related permitting, continue to advance in parallel.

· The Azteca plant remains a key component of Cadence's phased redevelopment strategy at Amapá,

Londonstockexchange.com/news-article/KDNC/amapa-project-update/17501553

US critical minerals talks advance with EU, Japan on price floor

https://www.mining.com/web/us-advance-critical-minerals-talks-with-eu-japan-on-price-floor/

US critical minerals talks advance with EU, Japan on price floor

https://www.mining.com/web/us-advance-critical-minerals-talks-with-eu-japan-on-price-floor/

As of March 2026, expectations for Angus Energy (AIM: ANGS) focus on achieving financial stability through aggressive gas hedging and operational expansion at its flagship Saltfleetby field.

Financial Resilience & Revenue Visibility

Extended Hedging Program: Angus has expanded its gas hedging through to June 2027, covering approximately 44% of forecast production.

Locked-in Pricing: The company secured an average weighted price of 101 pence per therm for 12.9 million therms.

Short-term Upside: High-price hedges were placed specifically for April–June 2026 at rates between 127p and 141p per therm.

Market Exposure: By leaving roughly 56% of production unhedged, the board expects to retain significant exposure to potential rallies in UK gas prices.

Share Talk

Share Talk

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Operational Growth Targets

Production Increases: A new booster compressor at Saltfleetby recently increased production by 15%.

New Well Drilling: A fourth production well at Saltfleetby is planned for early 2026, expected to add 2–6 mmcf/d to field output by the second quarter.

Asset Diversification: Management is evaluating options for an extended well test at Balcombe and testing the integrity of the Lidsey X2 well for future production.

Oce , I have them filtered , life is to short to waste time on here. ATB

Just posted on hub.

Https://albamineralresources.com/

FTV , sign up on the Alba investor hub. They are very good at answering questions. ATB

US has two months of rare earth supplies left, SCMP reports

https://www.mining.com/us-has-two-months-of-rare-earth-supplies-left-scmp-reports/

Oce , I admire your efforts, to educate the uneducated ! ATB

Https://www.visualcapitalist.com/charted-oil-trade-through-the-strait-of-hormuz-by-country/

Https://www.visualcapitalist.com/mapped-the-worlds-oil-chokepoints/

Global oil consumption in 2024 is approximately 102.5 to 103.7 million barrels per day (mb/d), with projections indicating continued high demand into early 2026. The United States and China are the top consumers, together accounting for a significant portion of global demand, which is heavily reliant on maritime transit through key chokepoints.

I can see a delete request shortly !

Key companies and projects as of 2026:

Amaroq Minerals Ltd: The largest license holder (over

), focusing on gold, copper, and critical minerals like germanium and gallium.

Critical Metals Corp: Developing the Tanbreez project, which holds one of the largest rare earth deposits in the region.

Greenland Resources Inc.: Advancing the Malmbjerg molybdenum project, which has potential for significant EU-supported development.

Energy Transition Minerals (ETM): Focused on the Kvanefjeld rare earth project, which has faced significant legal and political challenges.

GreenRoc Strategic Materials: Developing graphite deposits, with expected production starting around 2029.

Other Notable Firms: Eclipse Metals and Alba Resources are also actively exploring for rare earths.

Key companies and projects as of 2026:

Amaroq Minerals Ltd: The largest license holder (over

), focusing on gold, copper, and critical minerals like germanium and gallium.

Critical Metals Corp: Developing the Tanbreez project, which holds one of the largest rare earth deposits in the region.

Greenland Resources Inc.: Advancing the Malmbjerg molybdenum project, which has potential for significant EU-supported development.

Energy Transition Minerals (ETM): Focused on the Kvanefjeld rare earth project, which has faced significant legal and political challenges.

GreenRoc Strategic Materials: Developing graphite deposits, with expected production starting around 2029.

Other Notable Firms: Eclipse Metals and Alba Resources are also actively exploring for rare earths.

RR , he claims he has industry experience ! probably a petrol pump attendant.

BITTER AND VERY TWISTED

Nicholas Lee, Director of Mindflair plc, commented: "Captur is addressing a significant practical challenge in the deployment of AI in enterprise mobile workflows. Its ability to deliver real-time, on-device image verification across a broad range of handsets represents a compelling technical achievement and a strong commercial proposition. We are pleased to see the company attract the support of Rally Ventures and to secure this latest round of funding as it continues to scale."