Member Info for ocelot

Higher in Summer 25 at 104.25p.

https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5419491

Editorial in the Times.

"Sclerotic planning laws and council staff shortages are sabotaging housebuilding".

So focused on housing but not exclusively so.

Maybe The Times can help to change things for the better.

Editorial in the Times.

"Sclerotic planning laws and council staff shortages are sabotaging housebuilding".

So focused on housing but also says:

"Essential infrastructure projects are delayed by long arguments over protected species and habits".

Maybe The Times can help to change things for the better.

Https://www.albamineralresources.com/wp-content/uploads/2023/05/20230526-Alba-AGM-FINAL-1.pdf

p5 headline: "Large-scale gold discoveries within the Clogau mine".

There is a lot in play (potentially) just within the Clogau mine and there is nothing fictitious about the premium for Clogau gold.

This article from 21/06 relates to the recent UKOG/Horse Hill hearing but is quite hard-hitting and was tweeted by UKOOG (not UKOG):

https://www.spectator.co.uk/article/the-uk-still-needs-fossil-fuels-whether-activists-like-it-or-not/

Dates from 21/06, but quite a hard-hitting article, picked up from the UKOOG (not UKOG) site:

https://www.spectator.co.uk/article/the-uk-still-needs-fossil-fuels-whether-activists-like-it-or-not/

Article in the Sunday Times, business supplement (p4), signed by Keith Anderson,CEO of Scottish Power.

The wind farm itself was built in 2 years.

"As a company, we have the money to invest in green infrastructure ... But the UK needs to be a lot, lot quicker at getting stuff done. There's an obvious role for government in setting the direction and mapping out a clear plan for growth".

"... my message to politicians of all persuasions is to get a delivery plan together to speed up planning and set out our stall as an engineering powerhouse ...".

Well done, England.

Important not to expect too much but could help the UK market:

https://www.bloomberg.com/news/articles/2023-07-07/uk-to-tout-50-billion-for-startups-as-part-of-pension-reforms?sref=Em01M8Hr

Basically urging the UK to revive its mining prowess.

"The ball's in our court: the magic mineral (polyhalite) being mined in Britain", by Ed Conway, pp32-33. Ends thus:

"The government appears, finally, to be changing its tune. It even issued a warm statement last week when a lithium mine in Cornwall received funding. Ministers are no longer banned from being photographed in front of mines. But this epochal shift is just beginning. From the smartphone in your pocket to the grass of Wimbledon, pretty much everything in our world depends on taking stuff from the ground and turning it into useful products that enhance our lives. Dirty and grimy though it may be, it is part of the human story".

Singhie.

George Lucas is best known for Star Wars.

"In a gas field far, far, away ...".

Not Lucas, Singhie, George LUCAN, (George Lucas makes films).

Late trade of 11.74m at the closing price of 0.1225p (at 17:06:11).

Not wasting any time at all.

Don't forget, the last couple of years have been tough for management as well as for PIs.

The dewatering permit has been granted, at long last.

As time goes by, prospects for graphite look ever more exciting.

Believe the present share price offers a lot of upside potential.

In respectful memory of those who lost their lives in the Piper Alpha disaster.

Times article on page 2 covering forecasts from Cornwall Insight.

"In a downbeat assessment of future energy costs, Cornwall Insight said it did not expect wholesale electricity prices to return to their early 2021 levels for at least 15 years".

"The analysts said that the increasing electrification of the economy would put pressure on demand alongside continued higher gas prices as a result of the war in Ukraine. They added that the deteriorating state of French nuclear capacity also meant Britain would be exporting more power to the continent over the next decade, contributing to the 'levelling out of prices above pre-pandemic levels".

Times article on page 2 covering forecasts from Cornwall Insight.

"In a downbeat assessment of future energy costs, Cornwall Insight said it did not expect wholesale electricity prices to return to their early 2021 levels for at least 15 years".

"The analysts said that the increasing electrification of the economy would put pressure on demand alongside continued higher gas prices as a result of the war in Ukraine. They added that the deteriorating state of French nuclear capacity also meant Britain would be exporting more power to the continent over the next decade, contributing to the 'levelling out of prices above pre-pandemic levels".

“We are reaching the inflection point,” stated Shishir Poddar, executive chairman and managing director of Tirupati Graphite PLC (LSE:TGR, OTCQX:TGRHF).

According to Poddar, “we will start seeing a shortfall of availability of graphite based on the current production established”.

https://www.proactiveinvestors.co.uk/companies/news/1018895/profound-impact-coming-for-the-graphite-industry-1018895.html

The GBP6m facility is expected to be agreed next week and further details will be announced at that time. (RNS of 30/06)

They could well be a buying signal.