Member Info for smkr

A new Cathal banger at EGT .. read last couple Rns and tuck them away

Got the hallmarks of an absolute banger this

tuck them away

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03066754-6A1315729&v=undefined

Highlights:

• Drilling at the 1.1Moz1 Dokwe Project continues to deliver, with results received from Dokwe North, adding to the positive drill results reported earlier for Dokwe Central

• High-grade intercepts confirm continuity within and beyond the principal shear zone at Dokwe North and potential for near-surface oxide resource growth, up to 150 metres beyond the current resource envelope to the north-east.

• Key intercepts include:

• 4m @ 16.90 g/t Au from 69m (DRC25)

• 10m @ 7.67 g/t Au from 110m (DRC23)

• 10m @ 4.91 g/t Au from 156m (DRC22)

Hope nobody panic sold.. let’s see us over 2 again tomorrow

For now. Bring on the prospectus and let the confusion begin again

There’s life in the old Dinosaur yet

Looking better Laura.. there’s going to be a tipping point soon where this finally churns the loose stock out and you’ll be paying over 1.5p fast .. patience wins

PRD is preparing to drill the Snowcap-3 well in Trinidad, to start in Q2 2026. The well targets oil zones that have already produced in nearby fields, meaning lower exploration risk and a strong chance of adding new production. Production could begin as early as Q3 2026, with initial flow rates expected to reach around 2,000 barrels of oil per day.

Far too cheap here. big appraisal drill coming

PRD have some potential upcoming on their appraisal drill, to add to the 390 Bopd from Morocco - production by Q3

Production anticipated to start in Q3 2026 on completion of successful testing and completion of the well.

Expect initial flow rates up to 2,000 bopd using modern completion technology with initial focus on the H#1 sand which is anticipated to be up to 30 m (100 ft) thick at the SC-3 target location.

Imagine a perfect storm of Uk Gov. bringing energy levy to an end, high energy prices.. and huge need for data centre power around London.. yes, keep tight hold

Kwasi, Nigel Farage and Blockchain dot com, buying bitcoin at two year lows.

Interesting stuff

There’s a small telegram group on Matt’s tweet here

https://x.com/sharesmatt/status/2027303496022687831?s=46

Total Addressable Market (TAM)

~$10.5 billion for the CARDIO inCode-Score genetic test.

Patient Pool

Estimated 21 million addressable patients in the target segments.

Of these, about 8.5 million could realistically receive the test once insurance reimbursement is in place.

Insurance reimbursement coverage (e.g., Medicare pricing around ~$500 per test)

Snooze you lose, FDA is nailed on here .. and their market is HUGE

It’s GENI time ⚡️⚡️⚡️

Starting to tick up again

VUL (Vulcan Two Plc) quietly building a £36m revenue ePharmacy platform

One small cap that’s been quietly assembling a serious digital healthcare platform is Vulcan Two Plc (VUL).

The company listed in autumn, raising £11m at IPO, and recently completed another £40m raise at £2 per share to execute a buy-and-build strategy in the UK ePharmacy / digital pharmacy sector.

They’ve already moved quickly with the capital.

Vulcan has acquired three revenue-generating digital pharmacy businesses for a combined £41m, which together are expected to generate around £36m revenue in 2025.

The businesses include:

CloudRx – One of the largest digital private prescription dispensers by volume in the UK.

Revenue has scaled rapidly from £5.4m in 2021 to £23.2m expected in 2025, expanding from mainly HRT prescriptions into multiple treatment categories.

Webmed – A vertically integrated B2C online pharmacy operating via its own e-commerce platform.

Founded in 2014, it focuses on discreet treatment and testing for sensitive health conditions.

Hyperdrug – A direct-to-consumer pharmacy and online pet store, selling veterinary medicines, human medications and animal care products.

Combined, these acquisitions give Vulcan exposure to human prescriptions, telehealth treatments, and veterinary e-commerce.

Another development today: the company announced it has secured a lease on a centrally located distribution centre, which will bring all brands under one logistics hub. That should improve fulfilment efficiency, inventory control and scalability as the platform grows.

The team behind Vulcan also has real sector pedigree.

The founders previously built Vision Direct, the online contact lens retailer, and exited the business for ~£100m. So they’ve already proven they know how to build and scale a digital healthcare e-commerce business.

The thesis here is fairly straightforward:

Build a consolidated digital pharmacy platform, integrate operations, scale marketing and logistics, and grow a profitable healthcare e-commerce group.

With £36m revenue already assembled and infrastructure now being consolidated, VUL looks like it’s still early in executing that strategy.

https://www.vulcantwo.com/board-and-management

Orcadian Energy holds interests across five UK North Sea licences, combining a carried development project with several exploration and appraisal assets.

Its core position is a minority stake in the Pilot oil development that is fully carried to first oil, alongside two licences held 100% and two others operated through 50:50 joint ventures.

The portfolio offers exposure to large oil resources and over 100 bcf of gas potential, with much of the development funding expected to come via partners, farm-outs or carry structures rather than Orcadian itself.

Decent RNS, bring all business into a single distribution centre