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Aminex: Ntorya Gas Edges Closer as Mnazi Bay Rig Campaign Nears the Final Stretch.

https://www.aminexinvestors.com/investor-articles/aminex--ntorya-edges-closer-as-mnazi-bay-rig-campaign-nears-final-stretch

The Market Is Starting To Get It: https://www.aminexinvestors.com/investor-articles/shareholder-view-the-market-is-starting-to-get-it

Caveat. The wilfully blind will never get it

But the 3D seismic revealed perhaps 75% more gas since 2018

Is 3p a possibility today?

Big If atm but with Aminex 25% if 50% of that were recoverable the the valuation might look something like:

Value per net recoverable TCF Implied Aminex value Approx value per share

£250m £625m ~14p

£500m £1.25bn ~28p

£750m £1.875bn ~42p

£1bn £2.5bn ~56p

It looks like the old ham finally revealed his true original identity. One tick Mick 2020 the envious man from Wentworth.

Let him stick this in his pipe and smoke it.

https://www.aminexinvestors.com/investor-articles/tanzania-gas-demand-growth-accelerating-faster-than-analysts-expected

https://www.aminexinvestors.com/investor-articles/could-ntorya-reach-plateau-production-faster-than-current-valuations-assume

https://www.aminexinvestors.com/investor-articles/why-ch1-could-be-the-well-that-changes-everything

A New Layer to Tanzania's Energy Growth Story

In our recent article, "Hidden in Plain Sight: Evidence of Major New Gas Demand Emerging in Tanzania", we examined how Tanzania's expanding power sector and industrial development could create substantial new demand for domestic natural gas over the coming decade. New generating capacity, industrial growth and infrastructure investment all point towards a country consuming increasingly larger volumes of energy as its economy develops.

However, another government document suggests the story may be even broader than many investors currently appreciate. Tanzania's National Clean Cooking Strategy (2024–2034) outlines an ambitious programme designed to transform how millions of Tanzanians meet their daily energy needs. While the strategy is primarily framed around public health, environmental and social objectives, it also offers valuable insight into the country's long-term energy trajectory. https://www.aminexinvestors.com/investor-articles/tanzania-clean-cooking-strategy-domestic-gas-demand

EXECUTION AND DELIVERY

2026 will be a pivotal year - a year in which plans and aspirations become operational realities.

With pipeline construction underway, materials on site and contractors mobilised, execution risk is significantly diminishing. The approved work programme encompasses infrastructure completion, upstream facility installation, drilling operations and commissioning activities. Delivery is now the central focus.

The narrative of Aminex is changing. It is no longer about survival or restructuring. It is about execution, production and growth.

BEYOND FIRST GAS

The transition from developer to producer is not merely operational; it is strategic.

A producing asset provides financial resilience, enhanced credibility in capital markets and greater strategic flexibility. It enables long-term planning based on internally generated cash flow rather than external funding cycles.

Beyond first gas, Aminex will evaluate options for further value creation, including accelerated development phases, balance sheet strengthening and potential selective reinvestment within Tanzania. The Company retains additional licence interests which will be reassessed once Ntorya revenues are established. However, our immediate priority remains disciplined delivery of the initial phase of the Ruvuma development.

A NEW CHAPTER

It is worth reflecting on the journey that has brought us here. Over the past decade, Aminex has navigated commodity price volatility, funding challenges, regulatory complexity and operational delays. The progress achieved in 2025 is the result of persistence, strategic planning, strong partnership and disciplined financial management.

We have turned the corner.

The foundations have been laid. Infrastructure is under construction. Financial stability has been secured. The pathway to production is clear. The opportunity ahead is substantial and long-term.

CEO: Charles Santos

"Aminex will evaluate options for further value creation, including accelerated development phases"

Sells now blue above mid price

Getting interesting with a few nice buys being seen. Throw a couple of big ones in and we could break out of the 2.5

With or without mint sauce

Everywhere that Mary went that lamb was sure to go

We need to get salt and pepper ready the silly ass promised to eat his donkey 🐴

You mean you are not taking the Bentley?

* hence yet another tick up

Where the market does see value, pens yet another pickup this morning with strong buying.

What type of moron who has already proved he can't count, claims to hold two million shares and spends his bank holiday weekend trying to scare people into selling?

He's a plonker Rodney and he hasn't yet seen the value of the watch in the garage.

With a single buy at £39k this morning a willfully blind troll shouts less than 30k traded. It must be painful for these trolls to watch it continue to steadily keep climbing.

How nice come home to see yet another tick up. Perhaps they should stick around, they seem to be lucky charm over this last week.

The ack ack guns keep firing blanks, but a £39k buy signals confidence

The Rig Question: Why Aminex Investors Are Watching Mnazi Bay So Closely https://www.aminexinvestors.com/investor-articles/why-aminex-investors-are-watching-mnazi-bay-so-closely