Member Info for Sunningdale1

Peer publications heighten understanding of ZEB mineralisation. " We view these findings as strengthening the scientific basis for our sulphur-assimilation and conduit-focused targeting approach"

https://x.com/Brand_UK/status/2020763389128061065

Yes this is a good call by Marc and the board. Nuinsco now paid up, onwards and upwards!

https://x.com/Brand_UK/status/2020759603508551910

Lots happening in Dodge with the 2nd well finance in place. Helium production volumes will be 60% greater due to the wider bore too. And lets not forget the Hugoton assets and the agreement with Scout too!

https://x.com/Alan__Green/status/2016067382142193771

Iyan just keeps on giving. What a superb asset Orom Cross really is.

https://x.com/Brand_UK/status/2019672692757070280

Great progress from FCM, although it's a CLN there is funding for the Sunbeam drill campaign and probable realisation of other assets such as Kerrs. Onwards and forward!

https://x.com/Brand_UK/status/2017141665442447431

Raglan and Blue Mountain A$3 million a year at full production is a real game changer. As Alan Green points out here, with the tax losses a substantial re rate is due.

https://x.com/Alan__Green/status/2016784094508531750

Well funded for Tannenberg and has £252m + interest to come from Polish Govt following Singapore Court rejection of appeal!

https://x.com/Brand_UK/status/2016411180093395113

It's the comparison to main market companies that really tells the story. Mendell is chronically undervalued - not surprised the placing was snapped up at 3p. Comparisons here from Alan Green.

https://x.com/Alan__Green/status/2016067382142193771

Mendell's helium portfolio is burgeoning in size, Rost 2 ready to go and ' provides external validation of the technical approach we have taken at Rost'.

https://x.com/Brand_UK/status/2016051077431337354

HREE set to multibag from here ahead of DFS due in a few months, which is expected to include an upgrade to the NPV number?

https://x.com/Alan__Green/status/2015715157842743574

This is huge. PFS confirms Ampasindava has Total rare earth oxide (TREO1) of ~71kt, over a measured 20-year life of mine (LOM), a Post Tax NPV10 of US$249.6m & undiscounted LOM free cashflow of US$1.0bn post-tax

More here - https://x.com/Brand_UK/status/2015690032238014597

Cadence is so massively undervalued. Edison highlights this "Our unrisked valuation of the project, adjusted for the restart timing, is US$1.3bn on a 100% basis, implying a value to Cadence of US$458m at 35.7% ownership. We believe Cadence’s market cap substantially undervalues Amapá’s potential and premium market positioning". That's £338m in value for the Cadence stake vs. £16m!

https://x.com/Brand_UK/status/2014647094124933537

Another milestone for Blencowe - provides the group with 'capital light optionality alongside the SPG processing plant in Uganda!

https://x.com/Brand_UK/status/2014617863533756605

Imagine that, unlimited heavy rare earths there in Kasiya's rutile tailings all along! Fantastic discovery!

https://x.com/Brand_UK/status/2013868579981013038

Excellent to see this, capital reorganised 10 for 1 so the group can raise funds to get Parys Mountain on track

https://x.com/Brand_UK/status/2013149052397818225

NOT taking place, co have confirmed on X they are fully funded!

https://x.com/quantum_helium/status/2013128226684785126

Good point well made. 4.5p share price values Mendell Helium at £5.5m, approx 10% of #HEX and #HE1 values and a fraction of #PLSR value. Still right at the start here.

https://x.com/Alan__Green/status/2011717660489195870

Just published on RNS

https://x.com/Brand_UK/status/2011050608514527616

Summed up by the CEO Marc J. Sale CEO “Gold remains the cornerstone of FCM’s exploration strategy and continues to underpin our approach to value accretion to FCM’s Ontario properties. However, against a backdrop of accelerating global demand for Rare Earth Elements, and a clear strategic shift by allied governments towards securing critical minerals, the opportunity presented by these two properties is particularly compelling."

https://x.com/Brand_UK/status/2010974499198447676

Finally some decent broker coverage. 33.7p price target. Oak Securities covers the DFS, Ivan and Beehive drilling and other corporate news

https://x.com/Brand_UK/status/2010973909068210415