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Market Capital of GWMO £2.9 million - Market Capital of GMET £323 million

A difference of £320 million - IMHO NOT JUSTIFIED !!! - Something's Brewing ;-)

GLA SR

Strategic Context in Nevada

Both companies are key players in the Walker Lane Mineral Belt in Nevada, focused on re-establishing a domestic U.S. tungsten supply chain:

Proximity: GWMO's Defender-Pine Crow tungsten project is located only 30 miles away from GMET's flagship Pilot Mountain project.

Competitive Awareness: On 30 January 2026, GWMO Chairman Brian Hall stated the company has "watched with great interest the success of the Pilot Mountain project operated by our neighbour Guardian Metal Resources".

Geological Synergy: Industry observers have noted geological similarities between the two properties, leading to market speculation regarding a potential "read across" in valuation or operational synergy.

Recent Tungsten Milestones (January 2026)

GWMO Exploration Success: On 29 January 2026, GWMO confirmed significant tungsten mineralisation at Defender, including intersections of 16 metres at 0.30% WO₃.

GWMO Funding: On 30 January 2026, GWMO raised £3.25 million specifically to fast-track drilling at its tungsten assets.

GMET Progress: GMET continues to advance Pilot Mountain with the support of a $6.2 million U.S. Department of Defense award and recently confirmed its share capital structure as it prepares for a potential U.S. listing in H1 2026.

Key Insights

Farm-out Strategy: GWMO has explicitly stated it is "assessing farm-out and joint venture opportunities" to unlock value from its portfolio, which includes these strategic tungsten assets.

Critical Mineral Demand: Both companies are positioning themselves to meet the urgent U.S. demand for secure domestic supplies of critical minerals like tungsten, which is essential for the defence and energy sectors.

Rather this than raise a few weeks ago at say 1p - not good for those buying higher yesterday though.

CEO starting on Monday - is there going to be good news from him ;-)

GLA SR

And only 179mil shares

No wonder they hired a CEO, even though Brian had been doing the job as well as Chairman for years.

A company may suddenly hire a new CEO even when the chairman has performed the dual role for years to address changing business needs or improve governance.

This transition often signals a move from a founder-led or interim management style to a "professionalized" structure intended to scale the company.

Yesterdays RNS was to clear out the weak holders, no wonder the price held up well, and I believe there is now NO shares available at the closing price.

I'll still be trying to buy more, even if this opens 20% up

GLA SR

Could not ask for a better RNS - GWMO will be the star of AIM for the rest of the week and into next ;-)

Feel for those who sold yesterday.

GLA SR

Au hit $5634.81 at approx 2340hrs last night & Ag $121.92 - crazy prices, crazy world.

All will come good here ;-)

GLA SR

That's strange - we've gone blue ;-)

Maybe GMET is interested 141 ;-)

GL SR

141 not sure what you mean by 'Warped' - Care to explain?

Should have went to specsavers lol -- disagree

141 - I dissagree, he already stated he thinks the mill is on 'hold', although the way he said it was not convincing.

If they've discovered an econmomically significant amount of tungsten, then whats stopping GMET coming in as a partner with regards that discovery (if you get my drift...lol).

GL SR

When it dropped I set numerous limit orders to buy @ 1.4p - I managed to pick up £1.5k the rest did not get filled.

Remeber what the new CEO said in his interview approx 10days ago ..... Tungsten will be next RNS ... bad news out before new CEO takes control on Sunday.....Tungsten RNS next week?

GLA SR

"Obviously bringing it back to now, tungsten price is driven by the Chinese and there is a need to control the strategic assets. So, hence why US government is very interested in tungsten at the moment. You’ve got APT prices at $800 per metric tonne unit, that’s remained quite strong, even though tungsten had a breakout year last year, that’s still remaining strong because of these, not single pressure, but lots of different reasons why tungsten is in such demand."

"Active now in Mineral County, we have mines such as the Rawhide Sets, we have Isabella Pearl Mine, the Santa Fe Mine and proximal to us, we have Guardian Metals’ Pilot Mountain, of course. THEY'RE ONLY 30 MILES AWAY FROM US."

Or next week ;-)

Impossible to buy this morning, someone is loading up.

GLA SR

Positive Indicators for Restoration

Despite the suspension, recent updates suggest the company is working toward a "solid foundation for future growth":

Strong Production: Saltfleetby gas sales rose 19% in Q4 2025 compared to the previous quarter, generating estimated revenues of £4.12 million.

Market Tailwinds: The expiration of low-priced legacy hedges in mid-2025 and recent peaks in UK gas prices (100.10 p/therm in Jan 2026) have significantly improved Angus Energy's operating margins.

Operational Progress: A fourth production well at Saltfleetby is planned for Q1 2026, which could further boost output by 2–6 mmcf/d.

Volume will be higher than yesterday - Follow the money.

GLA SR

Again - 9p today

That little knee trembler is over now - onwards and upwards ;-)

9p by eod

GLA SR

Today’s news is a major milestone for Georgina Energy (LSE: GEX). The company has officially secured the green light and full funding for its flagship drilling project in Western Australia.Essentially, the company has transitioned from "planning" to "execution" mode. Here is a breakdown of what this means for the company and its shareholders:

1. Full Funding for Hussar-2 (Non-Dilutive)The headline news is that Harlequin Energy Ltd has formally confirmed it will fund the drilling and development of the Hussar EP513 prospect.The Deal: Harlequin is providing a $25 million USD structured offtake facility.

Why it matters: This is non-dilutive, meaning Georgina doesn't have to issue millions of new shares (which would shrink current investors' stakes) to pay for the drilling. Harlequin takes on the costs in exchange for future product.

2. Resource UpgradeAlongside the funding news, Georgina reported a significant 30% uplift in its estimated prospective recoverable resources at Hussar. The new estimates are:

Helium: 283 BCF (Billion Cubic Feet)

Hydrogen: 315 BCF

Hydrocarbons: 2.9 TCF (Trillion Cubic Feet)

3. Drilling Timeline & PartnersThe company isn't wasting time. They have engaged Schlumberger (SLB)—one of the world's largest oilfield service companies—to manage the 50-day drilling program, which is scheduled to run through 2026. This adds a level of operational "heavyweight" credibility to a small-cap explorer.

4. Market Impact & Financial HealthWhile the operational news is bullish, the market remains cautious.

Stock Sentiment: Before this news, analysts largely held a "Neutral" or "Sucker Stock" rating due to typical micro-cap risks: no current revenue, high cash burn, and negative equity.

The Shift: This announcement directly addresses the "cash burn" concern by shifting the financial burden of the most expensive part of the business—drilling—to a partner.

Summary: What this means for youIf you are following the stock, this news effectively de-risks the capital requirement for their biggest project. The "bet" on Georgina has now shifted from "Can they afford to drill?" to "What will they find when they hit the target depth?" The next 50 days of site preparation and the subsequent drilling window will be the "make or break" period for the company's valuation.

"Georgina has received confirmation of a USD$25 Million structured off-take funding facility to develop both Hussar and Mt Winter which along with the recently announced acquisitions from Central Petroleum presents the company with the opportunity to become a significant participant in the extraction of Helium, Hydrogen and Natural Gas."