Member Info for ocelot

Without getting into the finer detail of Alba's activities, a broad brush approach shows that the stock is grossly undervalued, as is GROC

SELECTED GREENLAND CRITICAL MINERALS

PEERS, MARKET CAPITALISATION (USD)

Critical Metals Corp $1,320m

(Kringlerne)

Amaroq Minerals Ltd $804m

Energy Transition

Minerals Ltd $111m

80 Mile A/S $84m

A record 8.4GW of offshore wind was contracted across 7 UK projects in January, making it the largest offshore wind auction ever held in Europe.

However, the UK is currently wasting wind energy at a rate of £1.5bn per year, whilst also relying on expensive gas imports to bridge the energy gap when the wind doesn’t blow. Both of which have driven up consumer energy bills to the highest levels in Europe. The solution? Long-duration storage. - extract from an EPP post on Linkedin -

Https://drillordrop.com/2026/02/16/balcombe-permission-lapses-county-council/

Q. After the repositioning of Raise 1 indicated in the RNS of 27/05/25, have we now arrived at a point below the beginning of this raise?

Thank you and best wishes.

A. Thanks for the question and best wishes. Raise-related positioning is tracked internally as part of the mine plan, but we don’t confirm exact location milestones in social comments. We’ll update the market via RNS as development progresses and when it’s appropriate to report on key reference points, including work around Raise 1.

Blencowe Resources Plc (LSE: BRES) notes the recent determination by the US Department of Commerce imposing aggregate antidumping and countervailing duties ("AD/CVD") of approximately 160% on graphite active anode material ("AAM") imports from China, subject to a final affirmative determination by the US International Trade Commission expected in March 2026.

The measures, if affirmed, are expected to apply for a minimum period of five years and are additive to existing US trade tariffs. The ruling represents a significant structural shift in the competitive dynamics of the global graphite supply chain and is expected to materially increase the landed cost of Chinese-origin AAM into the United States, subject to final determination.

There will be an RNS when the 2nd acquisition of Motzfeldt is completed because it will change the number of Alba shares issued.

... Finally, given that EnergyPathway (EPP) shares have a habit of moving significantly before significant news, one could not help but notice the 20% rise in the shares this week on no news. If we assume that the stock is leakier than The Treasury before the Budget, this is a case of there being no smoke without fire. It would of course be great if this is a Man From Del Monte moment for the company, and not a delay announcement, or “we have changed our mind” from the Government. Big binary bet situations and small caps do not usually go well together. That said, let’s hope for the best. (from Zak Mir's The Week in Small Caps of today)

As we've seen in an AIM (former) oiler such as UKOG, would be interesting if a brokerage house was to come in and pick up, say, 10% of the equity.

But, in order not to push the market against itself, the way to do this would probably be to participate in a placing.

Reliance on wind farms means long-term storage solutions look inexpensive by comparison to projected constraint costs.

Times editorial

Labour's obsession with greening the energy supply imperils national prosperity

... Mr Miliband clearly underplays the role of gas in providing essential surge capacity, irrespective of the weather. Ageing gas-fired stations and a lack of storage, combined with plodding nuclear expansion, threaten serious shortfalls. That prejudice against gas extends to production; while Norway and the Netherlands maximise remaining reserves, Britain is abandoning 7.5 billion barrels of remaining North Sea oil and gas worth GBP 165 billion. It will sit under the seabed even as the UK continues to import gas from Norway and others ...

Times editorial

Labour's obsession with greening the energy supply imperils national prosperity

... Mr Miliband clearly underplays the role of gas in providing essential surge capacity, irrespective of the weather. Ageing gas-fired stations and a lack of storage, combined with plodding nuclear expansion, threaten serious shortfalls. That prejudice against gas extends to production; while Norway and the Netherlands maximise remaining reserves, Britain is abandoning 7.5 billion barrels of remaining North Sea oil and gas worth GBP 165 billion. It will sit under the seabed even as the UK continues to import gas from Norway and others ...

Think he mentioned annual savings of £7,000 from an annual pay level of £1,000.

PS: I noted Mark Austin thought the true weight of gold extracted from Clogau may have been the double of the official figure.

Thank you for posting this talk, dg222, I hadn't seen it before. Really good.

From 07:04

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-friday-13th-february-2026/

"A positive update from Angus, which has clearly secured the support of the Company's main lender, Trafigura, to reinvest cash flows that were likely earmarked for debt repayment instead into production enhancement projects at its key Saltfleetby asset ...

Angus is also continuing efforts to consolidate and refinance the existing debt facilities with its main creditors, in order to better position the balance sheet to raise new capital in support of organic growth, increased production, and potential M&A activity". (Analyst Comment, that of ANGS's Nomad following the RNS of 19/12/25).

Ian12,

Is this the same placing you said was being forward sold a little while ago or is this another placing?

Bubblepoint, I have absolutely no idea what "technically in default" means given that it means neither a default nor a technical default.

That is why i ask you to define what you understand it to mean.

"... I have always stated they are TECHNICALLY in DEFAULT, not technical default or default.... it is VERY different, probably a little over your head, but I will make allowances for you lol...."

Nope, you only spoke of ANGS being "technically in default" after it was pointed out to you that it is not in technical default.

What you haven't done, Bubblepoint, is explain what you mean by ANGS being "technically in default".