Member Info for ocelot

In fact, with GROC at 3.20p, it constitutes 77% of Alba's market cap with Alba's share price at 0.0255p.

The holding in GROC currently constitutes about 2/3rds of Alba's market cap - any rise in GROC should be reflected quickly in Alba's share price.

The AIM All-Share rose 3% this week and is now up 15% over the past month, outperforming the FTSE 100 on both measures.

AIM is currently trading at a steep discount—nearly 40% below its 10-year average and 60% behind the FTSE All-Share. According to Turner Pope, that gap is becoming increasingly difficult for investors to overlook. As economic conditions evolve, sentiment could be shifting back in AIM’s favour.

Part of the renewed optimism stems from the index’s transformation. AIM has significantly streamlined, now comprising just 586 companies compared to almost 1,700 at its peak. What remains is a more focused collection of better-run businesses, many with global intellectual property and strong growth potential.

Dickie3times,

Pope Francis graciously received JD Vance, not Trump. on Easter Sunday, the day before he died.

... To answer your questions:

- The option renewal was completed last week, hence it coincided with our final results and was reported as part of that announcement.

- Multi-year means it is valid for several years, in line with the previous option agreement.

- The small area dropped is not of great interest to us as exploration ground.

- Kobus Byleveldt left the company several months ago now. As we have previously said, we do not comment publicly on anything to do with individual employees as that would not be at all appropriate. However, if it helps then yes of course his time with us was appreciated.

- We have not decided what products we will be looking to make next.

- A private company holds the Finnsbo licence into which we are earning an interest ...

In his last bulletin board heroes on Alba of 17/04, Zak Mir was looking for 0.04p.

Https://news.sky.com/story/denmarks-pm-says-you-cant-spy-against-an-ally-after-claims-of-us-gathering-intelligence-on-greenland-13364288

6 weeks+ since the original list of strategic projects, the list for non-EU countries and EU country territories must be very close now.

Selection on the list should open the way to funding and the downstream pilot plant.

Sorry to see you leave, Bubblepoint.

Don't always agree with you but do appreciate your knowledge, experience and contributions.

Best wishes.

After 30/06/25, "royalties will be paid in cash on net gas sales revenue, not taking account of any new hedges". (RNS of 22/02/24)

Bubblepoint,

It's a hedge so the price won't be related to a spot price but to a futures price.

Gregthegrinch,

I'm posting Zak Mir's thoughts. As a chartist, his targets are modified with time and movements in the share price. If he sees the share price moving towards 5p, he will doubtless come though with a revised target.

I don't know why but "ocelot" simply came straight into my head without any reflection whatsoever!

Just noticed that Gwyndy Tearooms and Shop (Gwyndy, Bridge St, Dollgellau) posted Alba's gold coin update of 20/03.25 on Facebook - nice of them.

Looking for 3.50, ultimately towards 5p.

Don't forget the low, historic hedge expires at the end of June.

The annual accounts are audited by the auditors, not by the Nomad.

The Nomad doesn't sign off the accounts, the auditors do!

Bubblepoint,

Largely agree with you.

My post re Balcombe was insufficiently nuanced, I should have said it might be something they are taking into consideration and not, "... Balcombe might be the reason they are seeking to preserve cash at the present time".

Don't think there is any bad odour. They are prudent. Think:

gas production has been lower than they anticipated,

the booster compressor has not had the immediate impact they were hoping,

yesterday's RNS was an exercise in contingency planning.

Mirasol,

Given the financial pressure on Cuadrilla/AJ Lucas, I was wondering if Balcombe might be the reason they are seeking to preserve cash at the present time.

Before the appeal, ANGS had spoken of seeking to increase its interest in Balcombe:

https://drillordrop.com/2025/04/30/cuadrillas-owner-gets-9-more-days-to-refinance-debt/