Member Info for smkr

Going higher now!

He’s like an oil alex walker bunsen

There’s always been a reluctance to dilute by Ceo. obviously he knows what they’re sat on and it’s only a matter of time before market conditions are right. most of his kids and grandkids are in if you check share register here… no doubt they’ll all be very rich one day soon

https://ibb.co/gFLrrDBc

Just more reasons why the north sea should be open for business

“To put that into perspective: Norway collected NOK373.1billion in oil and gas taxes in 2025, equivalent to around £28.8billion, while the UK raised just £4.4billion in 2024/5 despite owning a much greater proportion of the North Sea fields. If we include Norway’s States Direct Financial Interest (SDFI) income, environment fees, and Equinor dividends, the total net Norwegian government petroleum cash flow in 2025 was NOK655.8billion (£50.7billion). Why the disparity? Norway encourages more production and invests in that production, so it makes more money from it.”

https://www.conservativewoman.co.uk/the-suicidal-madness-of-refusing-to-drill-for-north-sea-gas-and-oil/

Good post vanvan

I’d stick Dokwe as higher probability. I really don’t think market has grasped how involved Xinhai are with it, nor the scale and which is could deliver. I’m expecting some terms on this as we approach Dfs time. They’ll already know what they’re dealing with, such a large experienced co

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Https://www.agcc.co.uk/news-article/market-watch-reeves-backs-new-north-sea-drilling-to-boost-oil-supplies

Youre going to see more of this, due to Morocco location imo, with what’s going on in world

The copper mining industry operates under perpetual pressure to optimise supply chain efficiency and reduce operational costs. When major producers face logistics expenses that constitute significant portions of their operational budgets, strategic geographic repositioning becomes essential for maintaining competitive advantage. This reality has prompted some of the world's largest copper companies to reassess their sourcing strategies, particularly those with concentrated smelting operations in specific regions, as evidenced by recent KGHM copper mines in Morocco developments.

https://discoveryalert.com.au/copper-mining-supply-chain-optimisation-europe-2026/

The potential is there Bunsen

If the USA crew who got behind IQE get on it, quid plus in no time

Https://news.sky.com/video/share-13532636

Haha, no problem gents

Think once it manages to break low 30’s it gets going. A few seem to want out here, but it’s not being dumped hard like last month

Is it going to be rejuvenated like all the other John Teeling entities? Nominal is 1.05p if so

“Delays securing direct electricity network connections have prompted data centre developers to consider building their own gas-fired power stations or turn to the gas network.”

https://archive.ph/fqWad

It’s away. wave 2 and passing 1p

Earlham is intended to supply unprocessed gas to an offshore power station, and accept carbon dioxide for pressure support and storage.

Earlham power to be exported to data centre customers: The generated power is planned to be exported to data centres located on the M25 corridor, where demand for clean, dispatchable electricity has risen beyond the grid's current capacity.

If you want to keep it simple Bunsen .. no.

read up on Earlham and the IPC partnership for gas to power for data centres. even if the immediate catalyst of north sea drilling don’t happen, investment into this for energy levy ending in a few years, will have to begin soon.. or it won’t be running. Uk pushed Ai and data centres as a huge growth industry.. tons being built all around London and UK. They would literally break the grid if they don’t source their own power.

Google BYOP

"Bring Your Own Power" (BYOP) is a growing strategy where data center operators generate their own electricity on-site or fund dedicated power sources to bypass grid interconnection delays and meet massive AI power demands.

It will go up again soon. it can’t be ignored