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My screen had frozen, so I hadn't seen your post, Nutty-Mike.

I thank you for your interest. Let me have a think.

The timing of Alba's move into rare earths does look to be impeccable.

The Solent Cluster

RWE is part of The Solent Cluster looking at options to support the decarbonisation of the region.

https://uk.rwe.com/innovation/hydrogen/

In Global Supply Chain Grab

Article on Bloomberg

Big rises on some Australian mining stocks with critical minerals projects

Bank of America has joined Societe Generale in forecasting $5,000 next year.

In yesterday's interview, SS was delighted and humbled by the interest in, and enthusiasm for, UKOG since its return from suspension.

It is what UKOG has been lacking for several years now.

When the market gets behind a stock, everything becomes easier because the share price can, amongst other things, facilitate financial and external growth opportunities.

Potential joint venture partners will also have taken note of the market's enthusiasm.

Let's see what the quarterly production figures show us. They could be released any day now.

In encouraging volume: 1,320m shares traded so far.

They sold Alba a stake in Motzfeldt.

If you look at the RNS of 14/07, you'll see that GF (and associated entities) become 10.7% shareholders in Alba post completion of the Motzfeldt acquisition.

And if not a technical default, then what does "TECHNICALLY in default" mean?

I can read it until the cows come home but if it isn't comprehensible, it doesn't get me very far.

Biggest volume stock on the market again (that's at least the 3rd time in recent days) - it would be very nice to understand why volume is so high.

09:07 Been talking to a couple of big players, one European, one Japanese.

The model is that they take "up to 50% of the project": that would leave a very healthy percentage for UKOG.

This is, in my eyes, big news.

For a long time, I had assumed they were looking for more than one partner and, on that basis, that they were looking to preserve a share of about 25% for themselves.

But I was wrong, they are looking for just the one partner and to preserve a share of at least 50%.

That really raises the potential of the projects for UKOG.

Given the delicate nature of the ongoing discussions, Angus have seized the opportunity provided by the agreement of non-binding terms with Trafigura to update shareholders and the market.

Bubblepoint may wish to continue to write of a "technical default" but this is at variance with the definition of a technical default in financial English and also at variance with the content of this morning's RNS.

Liquidity isn't measured in terms of number of shares but the ease with which funds can be invested and withdrawn, ie the amount of £s without shifting the share price.

It's called investor relations!

One European: RWE?

One Japanese: Sumitomo?

09:07 Been talking to a couple of big players, one European, one Japanese.

The model is that they take "up to 50% of the project": that would leave a very healthy percentage for UKOG.

At about 05:59: "delighted and somewhat humbled by the interest and enthusiasm for our projects"

This morning's RNS seemed to be buying management some more time.

Let us hope this was to build in a margin of safety and that, in fact, after nearly 5 months, both the RTO and the debt discussions are well-advanced.