Member Info for swizz

Being mindful that Ireland’s presidency of the EU is on the very near horizon, it should sharpen the focus of international investors, especially those that operate in the energy sector and with some appropriately timed communication from our litigation team, to raise awareness of our claim, would be good to see, …GL S

EEA, it’s a really good point that you make and I would suggest to others that researching the background of this team is highly recommended, these guys are extremely well connected and resource knowledgeable, plus from this very low base, they will have a lot of options to consider and I would not consider the deal making is over and I would fully expect other opportunities to be considered in the future,..GL S

Bd, exactly so, so as an existing holder you benefit from an 80% share of the proceeds of any successful outcome, less costs of course, and if you stay with the new Lansdowne, you benefit from the other 20% and immense credit to SB and the board for ensuring this was the outcome for existing holders,..GL S

Bd, your interpretation is incorrect, all existing holders positions in old Lansdowne, will transition on a 1:1 to basis to the bonus/preference shares and the 5:1 ratio is applied to your holding in new Lansdowne,..GL S

Day 1 of the next chapter and best wishes everyone,..GL S

MB, I think there is every possibility we will see some interest and I think the listing valuation is at a level that gives us every chance of some upside and hopefully more colour will be added by Mantle Law and Diamond McCarthy in the weeks ahead in terms of the arbitration process, along with the board adding some context to the plans for the graphite asset, plus dare I say Helvic may surprise with some value being unlocked,..GL S

Best wishes GED and your frustrations are not lost on me, it’s a fine balance for any company having to provide funding for opportunity, the other side of generating revenue and in my 40 plus years, the avoidance of debt has tended to be the correct pathway, and I think the recent update from Touchstone underlines that, albeit perhaps not the perfect example,

In terms of the new CEO, I do wonder if we will see Steve Boldy take a greater interest and involvement with PRD, as his tenure at Lansdowne winds down in the next few months, as his knowledge of Ireland and their indigenous resources is best in class imo, plus with Ireland clearly being back in focus, it could be a great fit for Predators board and their shareholders, especially with PRD being materially active on three fronts now,..GL S

I sense this is sharpening the focus in the EU and be mindful Ireland has Zero storage capacity and you can fully understand why PG and the Predator team are looking to accelerate these conversations with Ireland and Keith’s and others point in relation to this been highly accretive are very accurate imo,… GL S

Be mindful - Ireland has ZERO storage capacity.

As of mid-May 2026, German gas storage levels are notably low, hovering around 26-28%, reflecting levels last seen during the 2021/2022 energy crisis. High prices and supply disruptions have hindered refilling efforts, raising concerns about winter security.

Key Data (Mid-May 2026):

Germany Storage Level: Approx. 27.99% (as of May 10, 2026).

EU Average Storage Level: ~35.4%.

Context: These are the lowest levels for this time of year since 2022, below the 10-year average.

Supply Challenges & Outlook:

Low Refilling: High gas prices driven by geopolitical tensions in the Middle East have slowed the injection of gas into storage.

Legal Targets: Germany aims to reach 75% filling by 1 November, which industry association INES calls technically possible but economically challenging under current conditions.

https://www.cleanenergywire.org/news/costly-gas-amid-iran-war-hinders-german-storage-refilling-sector-warns

It is clear that Ireland is undergoing a significant political shift and for context this following news clip, is post the full Cork council meeting held on May 11th, whereby 32 councillors voted in favour of the motion brought forward by Aunto, the Iranian crisis has brought common sense back into the room!…GL S

“Groundswell in Cork of political support to develop massive Barryroe oil field 50kms off the coast

32 County Councillors vote to press Government to licence extraction of a reservoir believed to contain up to 300 million barrels of oil – but Social Democrat voice urges caution”

https://www.independent.ie/regionals/cork/news/groundswell-in-cork-of-political-support-to-develop-massive-barryroe-oil-field-50kms-off-the-coast/a421346622.html

Mb, I would reach out to your broker, I now AJ Bell will provide custodial support for the preference shares, in SIPP’s and dealing accounts, but not ISA’s, any ISA shares with AJB, have to transfer to a dealing account, o also know that Shard can provide custodial support, ..GL S

Thank you Jasper, very much appreciated,

Interesting to note that someone, or indeed a group appear desperate to keep a lid on the price movement, as this morning's rash of trades have all the hallmarks of irrational control trading, in light of recent market movement,..GL S

Exactly Ceph, the due diligence undertaken was forensic and perhaps it is also worth registering with everyone, that this type of claim is only taken on a non recourse basis, when the legal team consider the success factor is a minimum of 75%, and quite often higher, so I would suggest any thought that Ireland will buy us out with a low ball offer is highly unlikely, …GL S

Perhaps a few nuances to consider in relation to the wrap offer, the offer was only available to existing UK shareholders, who have been fully protected with the ECT claim and the potential award, plus at this stage there is not a great deal of detail on the graphite asset, with confirmation of the ICSID registration and the situation being so fluid in Ireland at the moment, it will be interesting to see how the wider market reacts later in the month, I also believe that Ireland will move to settle quickly,..GL S

Good to see it finally in black and white and a tremendous amount of work to get us to this stage, you sense it will be very difficult for the Irish Government to ignore this any longer, ...GL S

The ICSID registration link for Lansdowne is on case number 43

https://icsid.worldbank.org/cases/pending#:~:text=May%208%2C%202026,Chief%20State%20Solicitor%2C%20Dublin%2C%20Ireland

Thank you Dan and F&M, you would Lansdowne are not too far away from updating on progress with their ECT claim, which will add another level of pressure on the Irish government, which can only benefit some common sense conversation taking place, which will I am sure include PRD and others,..GL S

I know a number of the online platforms have access to the retail raise, as in AJ Bell, IG, etc, so a quick call to your broker should get you on the right track, plus the Winterflood retail platform is being used, and the link is as follows, but I understand demand is extremely strong, so I sense it may be taken up very quickly, ...GL S

https://www.winterflood.com/winterflood-retail-access-platform

Guys, I sense there is the potential of some confusion here, so I will try and share my opinion in a constructive way, albeit I speak from a position of supporting the company for circa 9 years or more, I have supported numerous fund raises and I am a loan note holder, which I would add was done so on a non secured basis,

There were 1.4bn shares at suspension and 390M is issued to CLN, so approx 25% dilution, to ensure we reached this stage,

80% of litigation award is confirmed as ringfenced and I would concede, I was expecting this to be around 60-40, so this more than offsets CLN.

Please be mindful, that since we were suspended in March 2024, it took another 18months to secure lit funding, which the CLN's made possible (if no lit funding and no readmission the CLN providers could have lost all funds as LampeConway have £1.2M debt) and that process as I have detailed before was forensic in terms of due diligence, this I would add is a very point of future value, in terms of the potential award?

Plus, LC could have converted their loan much below 0.1p (or put LOGP in bankruptcy) and existing shareholders would have had nothing.

In my opinion we now have upside in the plc if the 'new Lansdowne' creates value and we are protected from future dilution on 80% of any award under the claim.

I think board have done a remarkable job and their close supporters have also, this company could easily have gone bust, or diluted existing to oblivion, or given notional percentage to existing shareholders rather than 80%.

It will be of course, the new funders company, but the old funders and shareholders have definitely been looked after, this was never going to be ideal and please everyone(but blame Ireland for that, not the board or CLN holders) and I certainly believe shareholders are a lot better off now than they were 2yrs ago and we have a number of very positive and material events within our near reach,..excuse the ramble, but hopefully this adds some helpful insight,…GL S

Mb, pge 10 of the admission document sets it out,..GL S

We were a circa £1m mkt cap company when we were suspended, through no fault of our board, as existing shareholders we have circa 80% of any award should it be successful, plus we have circa 20% interest in the new Lansdowne, along with a 20% claim award, again should it be successful, which dare I say is a hell of lot more than BEY shareholders ended up with, so great credit to SB for his loyalty to existing shareholders, any suggestion otherwise is devoid of logical reasoning,..GL S

Shareholders should also take time to digest the details within the admission document, and for sure a lot to take in, but great credit to SB and the board for navigating us through to this important event, plus, there is significant potential in the graphite asset and Luis is the SB equivalent of geology in the Brazilian mining sector, and he has a very impressive track record, …GL S

https://www.lansdowneoilandgas.com/portfolio-item/lansdowne-rto-admission-document/