Member Info for Southmead

Well done Naughty, what an excellent article on Riversgold and the fantastic opportunity that Oracle shares in this investment. Thank you for sharing it.

The imminent Mining Lease approval really will be a major milestone for the project and should trigger a realisation that Oracle is on the cusp of receiving substantial returns from its investment in the Northern Zone Gold Project. We are only a few months away from very tasty profits. The share price must reflect this shortly.

'Our first drill program for the 2026 campaign has just been completed and results will be reported in the coming weeks'

The Mining Licence will be granted in the next few weeks.

Meanwhile getting on with the Mine Development and Closure Plan.

Really good update

So many green boxes to ignore

It appears that the LSE board has lost its RNS feed.

As announced on 11 September 2025, Aptamer entered into a contract with Metir to develop novel Optimer® binders targeting the rapid detection within minutes of Cryptosporidium parvum oocysts in water, for potential incorporation into Metir's continuous pathogen detection system.

Phase 1 Technical Milestone Achieved

Completed on time and on budget, Phase 1 work has met the agreed technical objectives, demonstrating the feasibility of developing high-affinity Optimer® binders suitable for potential use within Metir's Pathogen Detector system. The programme has confirmed that Cryptosporidium parvum oocysts can be reliably identified and handled using Aptamer's proprietary selection technology.

Importantly, no material technical barriers were identified during this initial feasibility phase. The results provide confidence in progressing to Phase 2, which will focus on full Optimer® selection, optimisation and further validation work.

Dr Arron Tolley, Chief Executive Officer of Aptamer Group plc, commented: "The delivery of Phase 1 marks an important step in our collaboration with Metir and the development of its innovative Pathogen Detector platform. We look forward to supporting them further on this work as the programme moves into Phase 2."

More good news from our partner Riversgold as they commence drilling at Tambourah.

Don't give these idiots any attention, green box em!

Thanks again Goldbug, I listened to that interview at the time and again, I was impressed about the immediate prospects for the gold project. Events can never move fast enough for we investors, but it is very positive to know that what was forecast early in January by Ed Mead, has now started to happen and the mining lease grant is soon to be announced.

Thanks for posting the interview link Goldbug, I haven't watched it again over the last two weeks, but it is one hell of a positive series of statements by David Lenigas. Nice to be reminded of it and it gives me a good positive feel for the next couple of weeks while we wait for the mining lease grant. Thanks

Blair's North Sea advice

Sir Tony Blair has urged Ed Miliband to abandon his crackdown on North Sea oil to deliver a £165bn boost to the British economy.

In a damning new report, the former prime minister’s think tank says a tax increase and a licensing ban imposed by Labour are destroying jobs and making Britain less secure – while doing little to tackle climate change. Scrapping both policies would reduce the need for foreign imports and unlock billions of extra barrels of oil and gas worth £165bn to the economy, the research argues.

Good news, of course, and Aptamer will need to catch up with the announcement by putting a few values against it.

No RNS could mean that the deal has no material value. Has a once off fee been charged, non reoccurring, or has the licence been given free to develop an income stream later on?

Where are we with the sale of the business?.

We know that the process is ongoing by the number of Form 8.3's that are being posted but who are the main candidates?

Brookfield I am sure will be in the mix and maybe KKR Infrastructure, but who else?

Any views?

Me too. I feel very positively that the long awaited approval will land this week and Tower will issue a transformational RNS.

Just look at our market cap at £8m

We are well funded and as soon as that RNS drops to complete the Cameroon/ Namibia farm out, we will get £5m in bank.

Cash covering market cap, NJOM-3 with its 8000bopd and South Africa farm out, and everything else is in for free.

This is a good investment.

As North Sea oper­ator Ser­ica Energy braces itself for “a period of lower oil and gas prices,” it remains hope­ful for an “event­driven upside” in the “age of Trump”.

The firm’s chief fin­an­cial officer, Mar­tin Cope­land, out­lined its efforts to “pro­tect our bal­ance sheet” as it has been impacted by “lower com­mod­ity prices”.

“We saw lower aver­age oil prices in 2025 of $67, down from $75 in 2024, and gas prices mar­gin­ally higher on aver­age at 84 pence a therm as com­pared to 76 pence a therm,” Cope­land told share­hold­ers.

“But we are con­scious that as we enter 2026, we are doing so against a back­drop of fun­da­ment­als that could lead to a period of lower oil and gas prices, albeit with con­tin­ued poten­tial, espe­cially in the age of Trump, for event­driven upside.”

This came hours ahead of US pres­id­ent Don­ald Trump’s claim that the North Sea still has “500 years” of oil and gas reserves left, at the World Eco­nomic Forum in Davos, Switzer­land.

Recently, Trump has also attemp­ted to increase hydro­car­bon pro­duc­tion from Venezuela, hav­ing held talks with major oil firms fol­low­ing his gov­ern­ment’s actions to topple the South Amer­ican coun­try’s lead­er­ship.

He ulti­mately fell out with Exxon­Mobil, though, fol­low­ing these dis­cus­sions as he claimed the US super­ma­jor was being “too cute” when it claimed that the coun­try was “unin­vestable” under cur­rent legal and fiscal frame­works.

“For cal­en­dar years 2026 and 2027, the com­pany has hedged approx­im­ately 12,300 bar­rels of oil equi­val­ent per day and 5,500 bar­rels of oil equi­val­ent per day of pro­duc­tion, respect­ively,” Cope­land said.

“We have focused these hedges on col­lars, and hence these provide down­side pro­tec­tion at effect­ive floors of $60 a bar­rel for Brent oil, and 67 pence per therm of gas, while retain­ing expos­ure to the upside up to the ceil­ings.”

Cope­land explained that “as of the latest mark-tomar­ket valu­ation”, Ser­ica’s hedge port­fo­lio is val­ued at $30 mil­lion.

With this in mind, Ser­ica is look­ing into fur­ther drilling activ­ity in the UK North Sea fol­low­ing recent work near the Tri­ton float­ing pro­duc­tion stor­age and off­load­ing (FPSO) ves­sel. The firm’s chief exec­ut­ive, Chris Cox, out­lined future drilling plans as it revealed it had to “choke” its Evelyn well, which is tied to the troubled Tri­ton ves­sel.

He explained that Evelyn has flowed, adding that the well’s “poten­tial pro­duc­tion is really encour­aging”.

“So far, we’ve had to choke the well back because it pro­duces quite a lot of gas, and we expec­ted this,” Cox respon­ded to a share­holder ques­tion.

He explained that the well was drilled “quite close to the gas-oil con­tact,” in what Cox said was a

CMG, doesn't that last transaction take care of the overhang from the issue?

Excellent positive interview from DL.

Next milestone is the granting of the Mining Lease, 'within a month or two', then its full steam ahead to the Mining Development Plan and production.

Thankyou CMG for that article. Normal operations certainly appear to be recommencing at MINMIDT and our project will receive official approval in days.

I am very pleased to be in Tower right now, with NJOM-3 set to go within a few weeks after approval.

Tower will be in receipt of US$17.5M in cash on completion of both the Thali and PEL96 farm-out agreements.

Remember, NJOM-3 Appraisal drill has a high COS, targeting 16,000 BOPD. with 90% COS. First production from NJOM should be within a few weeks of approval.

Phase 1 estimates about 8000bopd, which will gross well in excess of $180+million pa.

That will transform Tower at a stroke and send the Market Capitalisation into the hundreds of millions of dollars.

Thursday, January 29, 2026Cameroon: President Paul Biya reshuffles cabinet

The Prime Minister Philemon Yang was maintained. The following ministers were dropped from their ministerial portfolio: Minister Mebo Ngo'o of transport, Atangana Kouna of water and energy and the emblematic Director of the Civil Cabinet, Belinga Eboutou. Ministers that have had their ministerial portfolio swapped are as follows:

Atanga Nji Paul moved from the Minister Delegate at the Presidency in charge of special duties to the Ministry of Territorial Administration.

The Minister of Planning and Regional Development Louis Paul Motaze moved to the the Ministry of Finance.

Alamine ousmane Mey moved from the ministry of finance to the ministry of Economic Planning and Regional Development.

Minister Ngalle Bibehe Jean Ernest moved from the Ministry of Secondary Education to the ministry of Transport.

Minister Emmanuel René Sadi moved from the emblematic ministry of Territorial Administration and Decentralization moved to the Presidency of the Republic as Minister Delegate in charge of special duties at the Presidency.

The new ministers are as follows: The Minister of Forestry, wild life and environmental protection Jules Doret Ndongo replacing Philip Ngole Ngwese.

Michel Ange Angouing former minister Of Public Service replaced by Joseph Le.

The Minister Delegate at the Ministry of Economic planning Tasong Njuakang replaces Paul Elong.

Minister of Special duties at the Presidency Emmanuel René Sadi replacing Dion Gute Joseph.

Minister Delegate at the Ministry of Finance, Yaouba Abdoulaye.

Minister Delegate at the Ministry of External Relations, Mbayu Felix.

Secretary of State at the Ministry of Public Works, Djoddo Armand.

Minister of Secondary Education Professor Pauline Nalova Lyonga Egbe.

Minister in charge of Decentralization and local Development, Elanga Obam Georges.

Minister of Water and Energy, Eloundou Essomba Gaston.

Secretary Of State at the Ministry of Defence in charge of the Gendarmerie Etoga Gallas Yves Landry replacing Jean Baptist Bokam.

The Director in charge of the Civil Cabinet Mvondo Ayolo replacing Martin Belinga Eboutou, who shall be assisted by Oswald Babooke, a close collaborator of Chantal Biya.

Elung Paul Che appointed Assistant Secretary General at the Presidency.

Thanks for sharing Igor. An excellent summary of the news last week and a nice taster of whats in store in the immediate future. Assay results from a further 16 holes will be published soon and the SP should take off.