Member Info for surfi

The rise here on monday just gives you a glimpse how fast this will move

This is a sleeping giant, and at some point this year the out licence deal will come, the BOD are quite because they are in advanced talks. The deal is close so these prices wont be here for long. On deal announcement imo we will do 100% -300% in 1 day

Focused programme of additional pre-clinical studies should be starting anyday now. After the raise its quite normal to get the criteria and find out what additional study they need.

Once program starts it should be a very fast program 4-6 week and then we may have an pre agreement with an out license deal. So the news flow be released fairly fast. At current £5m this will move very fast imo as the time lines are very fast in terms of pharma. Broker valuation is at £50m

Final chances to add at these low prices, ive been adding multiple tranches and happy with price

Imo i see this 5x from current once the study date starts as market knows out licence deal can come straight after

Here are a list of companies and market size so upside for NFX is huge. We are of course at the start of the journey here so of course there is quite a few obstacles to come. But early research shows we have great USP of (inhaled + repurposed). A big Pharma imo will be onboard with us at some point this year as they have 7 years of market exclusivity in the U.S. if approved and Waiver of FDA application fees (can be millions of dollars). at under £5m this is steal and once big pharma partnership we will be over £50m mcap imo

Boehringer (Ofev) Commercial $50bn+ implied Market leader

Roche (Esbriet) Commercial $200bn+ Big pharma

Pliant Therapeutics Phase 2/3 ~$1–2bn Late-stage biotech

Avalyn Pharma Phase 1/2 ~$0.5–1bn Inhaled IPF (closest comp)

Nuformix Preclinical ~£5–6m Massive discount

We should expect an update on these next week. normally these can take 6-8weeks to do.

We dont need all studies to complete before a out licence deal.

As weeks go on we are touch closer to these results & a big deal.

The mcap here is just under £5m vs broker which values NXP002 £52.8m

The FDA ODD news a few weeks ago imo is the key news to get deal done!

We are closer now than any stage before and can buy at below £5m mcap

Imo theres only a short period here to buy at these prices imo

The FDA ODD news last week was huge game changer for a potential partnership with big pharma. In next 4-6 weeks we will have further tests and then followed by partnership

Any news on partnership and we will be heading towards £50m mcap

The above really is the key milestone here to getting a Big Pharma involved here. 7 Year market exclusivity makes this very attractive for a big pharma

The target disease Idiopathic Pulmonary Fibrosis is a big market:

After FDA news earlier this week i wouldn't be surprised if a deal lands very soon, if it does we are looking at a mcap of £60m plus imo

Global market projected ~$8.8B by 2027.

Sadly im out of this for now, yesterday Oman largest oil storage facility in salalah had drone attacks. sooner or later muscat could get attacked. just too risky with being so close to iran

With the middle east war looking like it could be on going for next year or 2 looks highly likely.

This company assets looks like will be in high demand given on US soil. Expect huge rise here in coming weeks/months imo

Looks like overhang is cleared, NT to buy small amounts.

10p plus this week imo

Where Oman’s Oil Production Is Exported From

📍 Mina Al Fahal — Main Crude Export Terminal

• This is Oman’s principal crude oil export facility, located on the Gulf coast just east of Muscat in the Muscat Governorate. 

• Most onshore oil production across Oman — including centrally located oilfields and those connected to the national pipeline system — is transported via pipelines to Mina Al Fahal and loaded onto tankers here. 

• The facility has large storage tanks and two subsea Single Buoy Moorings (SBMs) used to load crude oil onto very large crude carriers (VLCCs) and similar vessels. 

How it works

• Oil from inland blocks like Blocks 3 & 4, Block 9 and other onshore fields is processed and moved through the PDO Main Oil Line and connecting pipelines. 

• This pipeline network converges and feeds into the export terminal at Mina Al Fahal.

Our export is route is far away from the strait of hormuz, approx 200miles. Our oil will be in high demand and at premium in coming weeks and months!

Positive news again and silver is soaring over $90 heading towards $100

Buying our own rig will significantly accelerate the drilling process.

Excellent drilling results again, we are seriously going to be valued significantly higher as we have multiple resources.

The results were solid, with good widths & shallow depth.

The 25m @ 80 g/t Ag from 1m shows high grade from surface, positive for loc cost surface open pit potential.

With silver now heading past $100 i expect us to be double from current SP.

Assay results from hole HMO-011 hopefully next week & 2nd rig should be with us next week or 2.

so much more to come here imo this is some opportunity to continue to add at these levels as currently the SP should be 0.4p imo

great to see high grade germanium coming through, exciting times ahead

Current Rockfire germanium resource

105,700 kg germanium - Only part of strike drilled so far (2.1 km of ~7 km)

Only 30% explored to date, so 2026 drilling programme has a potential significant upgrade potential to 300,000 kg germanium

The germanium resource value in ground will be $1 billion plus

Todays rns just highlights that we have high grade germanium in ground! Positive drilling results confirming high-grade mineralisation.

5th hole now, drilling is moving along! So much more to come! The SP will not stay at current levels for much longer imo

In ground value based on 15 m/t

- silver : $1.6 bil

- lead : $230mil

-zinc : $1.6bil

- germanium :$900mil

Upside exploration 40-50 m/t

Those that are selling will regret imo, this is the time to buying seen it so many times before. We expecting results this could do 100% on news imo

What we know already is that we have a resource there of Germanium & silver

The drill results will show us the grades, and im pretty confident when one of the holes come up with some solid high bananza grades then we will see a serious re-rate here.

Same happened with SML when they had high grades. This is why ive been saying this one is one that you buy and add and hold.

Hope us long term holders have a significant re-rate soon

I see people chasing otyer critical metal stocks that only have small resource that are already over £50m mcap

Our germanium is valued around $1 billion which could easily triple with this exploration

I will continue to add, imo we will be trading at £80m atleast in next couple of months and i wouldn't be surprised of a takeover offer

In ground value based on 15 m/t

- silver : $1.6 bil

- lead : $230mil

-zinc : $1.6bil

- germanium :$900mil

Upside exploration 40-50 m/t

30 drill holes to come in 2026

Imo these are the days you add more, get a healthy position. Mcap very low compared to what we have currently with further upside.