Member Info for SpotTheNutters

Given AEG's collaboration with Nasdaq listed Bitdeer and AEG's plans:

'Looking ahead, AEG is also exploring opportunities beyond its current focus, particularly in areas aligned with growing demand for artificial intelligence (AI) workloads. '

The below bodes very well. 😃

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Cody Combs

Washington

June 05, 2026

Tension with Iran will not affect the long-term AI aspirations of countries across Middle East, technology policy experts said during an event in Washington.

The panel discussion – called AI, the Gulf and the US – was hosted by the Middle East Institute think tank on Thursday and touched on the attacks Iran launched on Gulf states in response to US and Israeli strikes on February 28. Data centres were among the targets of the Iranian attacks.

Mohammed Soliman, a technology analyst and senior fellow at the institute, said that although the war would lead to discussions about security measures at data centres, it would not affect the plans of countries with lofty AI ambitions, such as the UAE. Fundamentals including capital and political commitments from Gulf states and their relationship with the US had not changed, he added.

Companies, including Amazon, Microsoft, OpenAI and Google, that have committed to having a presence in the Middle East continue to pursue regional AI projects, Mr Soliman said. “Those companies aren't going to walk away and any business in the Gulf has priced that risk in,” he said.

Data centre construction shows no sign of slowing. That includes Stargate UAE, one of the world's largest computing infrastructure projects. It is to become part of a larger 5GW AI campus and the initiative remains on track with companies such as OpenAI, Oracle and Nvidia fully committed.

'I am currently in property, whiskey and cash occasionally dabbling in rare banknotes and coins.'

So, what you're really saying S.h.1.t.Arski, is that you're sitting indoors in your bedsit at the moment with your only friend, a 1.3ml bottle of whisky, while clutching a handful of Monopoly money, wishing it was real and staring at an old shilling you found on the street.

Bless.

Well worth a listen to the Charles Archer interview today.

Trenching already done for Tungsten, the assay results due in a few weeks.

Drilling starting next month, July.

Assays estimate to be due back from the drilling in August.

Key first considerations from USA EXIM Project Vault Funding for Tungsten, is how quickly can anyone produce from their deposit.

GWMO is near surface, so open pit and fast production and 100% owned. Makes GWMO very attractive for funding.

Huge use not just for military but for chips, not just inside the chips but for the cutting tools etc

Half way there already then.😊

So, they've got 50MVA to look forward to in the UAE, wonder what the other two countries will add to the pot.

Well, that would two out of the six Gulf nations in the GCC.

United Arab Emirates (UAE)

Bahrain

Kuwait

Oman

Qatar

Saudi Arabia

Only four to go for the full set. 😀

The word blocked out was r.a.c.1.s.t..

proves my point. everything you write is rubbish s.h.1.t.arski.

if that were the case, i'd be the first caucasian that i'd ever seen wearing a turban. this is more about your own body parts being incorrectly placed, resulting in you constantly talking out of your own ****** a.r.s.e.

Funny you should mention a distrust of certain backgrounds S.h.1.t.Arski, because I've never trusted a word you've ever written.

It's dull and boring reading your perpetual fantasies about your own circumstances or faux knowledge, just because you have an inferiority complex. 🙄

I remember your claim that AYM would be out of business before this Summer.

Well, Summer is here dimwit. Do one. Yawn.

GWMO's Tungsten, in the perfect location and at the right time. 😊

Looking forward to Charles Archers new write up about GWMO, which he wrote would be later this week.

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'For decades, tungsten operated quietly in the background of the global economy — overlooked by policymakers, underappreciated by investors, and overshadowed by higher-profile critical minerals such as copper, uranium, and rare earths. Today, however, tungsten is emerging as one of the most strategically important critical minerals in the world.

That reality will be front and center at the upcoming CMI Summit 5 in Toronto, where the theme — The New Critical Minerals Economy — closely reflects the forces now reshaping the tungsten market: geopolitics, defense policy, industrial security, and supply-chain control.

The world is now confronting a major supply-chain reality: the industrial economies of North America, Europe, Japan, and South Korea remain heavily dependent on China for tungsten supply and downstream processing.

According to CriticalMineralsPlatform.com, the Asia-Pacific volume-weighted average price for tungsten 99.9% has increased by approximately 273% year-on-year (April 2025 to April 2026). By April 2026, tungsten 99.9% pricing had reached approximately US$183.32/kg global weighted average FOB. At the same time, Rotterdam APT pricing has strengthened amid tightening supply, strategic stockpiling, defense demand, Chinese export restrictions, and widening ex-China pricing premiums.

The United States has already classified tungsten as a critical mineral with high supply disruption risk. Washington has established January 1, 2027, as the deadline to cease procuring tungsten from China, Russia, Iran, and North Korea for defense applications.'

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Proves the business model.

Cash coming in already. 😀

Agree Element, and this is currently priced as an empty shell stock without an asset.

Charles Archer : June Review

'Great Western Mining saw CEO Ed Loye head to the States, and not for a picnic. I’ve also seen the videos from the site visit - the scheelite is lighting up like Christmas lights in Deck the Halls - I encourage you to watch the compilation which is easy to find. I’ll chat to Ed later this week for updates. I might even record our conversation.'

Interesting post today from a poster on Ad.v.fn, below:

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From clean power hydrogen website this morning,

With a photograph of the Siemens handshake and Siemens Logo,

“”” Renowned engineers Siemens have agreed to work with us in further developing our technology for manufacturing scale up and supplier rationalisation “””

There is a whole new section now for investors,

Incredible news that Siemens have agreed now to work on the development, so maybe funding is now not required as Siemens must be getting something back for their part so maybe a percentage of the company.

The Prevous Siemens RNS in March said it was “the intention, now today it says Siemens have agreed.

Tuesday is going to me a massive day for clean power hydrogen.

hxxps://www.cph2.com/investors/investment-case/

Last paragraph from the same new update,

“”” Our strategy will maintain relatively low capital intensity through hybrid direct manufacturing in Doncaster, England, and an expanding international licensing model to match capacity with expected demand. CPH2 is ready to scale production for a growing international customer base.

Two independent market research notes in May 2026 suggested target enterprise values of between £137m and £217m with considerable upside beyond. “””

I take a slightly different approach without setting expectations for 'individual' investor communication and just focus on the announcement encompassing all investors.

Listening to the interview as suggested by Magnet, where they highlight that each MVA generates $437k per annum and giving 50% profit, and knowing that this is happening just about now on the 8MVA, giving annual revenue of $3.5 Million, with $1.75 Million profit and combine that with the latest information in the RNS:

' Initial Deployment & Scaling Strategy (50 MVA):

o The Agreement is structured to facilitate the development and aggregation of an initial 50 Megavolt-Ampere ("MVA") of capacity across multiple sites within the UAE, including sites owned or controlled by Black Road and its affiliates, many of which are aligned with the Sheikh's Office.'

This informs that it's a pretty sure thing that they'll be generating just under $22 Million and making a profit of just under $11 Million in pretty short order, versus a current market cap of £7.3 Million.

It's a strong investment case.

Wallace

________________

'Paul you own no shares here love

So how can you go DOWN.. actually don't answer that'

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😂😂😂

One of the funniest posts I've read for a while !

BK

Yes, they're offloading at a rapid rate and will soon be history.

Lord

The below points to self financing growth moving forward, but it will depend on the speed of available opportunities for asset acquisition versus income.

In the interview:

"The 8MW Site expected to generate $3.5 Million annually and with Ghummud and Kazna both having revenues kicking in, the model quickly starts to compound, more cash flow allows us to secure more sites."

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Also, in the RNS on the 5th, it states:

'Once at maximum capacity, the Ghummud site will be capable of generating annualised hosting revenue of $400,000 per MVA per annum.

We anticipate this will be achieved within the next six weeks. '

Ted

Interesting, your reference to IREN on the Nasdaq.

They're on a far grander scale with a wider portfolio but valued at $18.9 Billion ( £14.5 Billion).

Here are some very crude valuation comparisons:

In their Results, IREN state they're looking to expand to 480MVA during 2026.

AEG have 15.5MVA (and with the agreement now in place with the UAE Sheikh, expecting another 50MVA to materialise rapidly, referred to in the recent interview).

480MVA divided by 15.5MVA = 31

£14.5 Billion divided by 31 = £467 Million (AEG currently £8 Million)

Another one:

IREN's turnover is £582 Million

AEG turnover forecast on just 8MVA in the interview was £2.7 Million ($3.5 Million).

This doesn't take into account the turnover for AEG on the full 15.5MVA.

£582 Million divided by £2.7 Million = 216

£14.5 Billion divided by 216 = £67 Million. (AEG currently £8 Million)

So, in either of the two metrics used, there's a disparity in valuation of worst case, 8 fold or best case, 58 fold.

It's an extremely crude analysis, but for me, it highlights the current undervaluation of AEG.

That reduction was on the 6th, Wednesday.

Pretty sure they reduced heavily yesterday too, so they'll be gone soon.

As a counter view.

The need for future placings will be mitigated or removed by generating revenue, the 8MVA site due to be generating revenue within weeks at $3.5 Million per annum.