Member Info for Veteran10

Yeah does look like it is going to bounce from here. Worth a trade.

I am also in Arkle, the below is a commentary on uranium from their new presentation -

Uranium market is in a multi-year

structural upcycle

§ Nuclear resurgence driving long-term

demand growth

§ AI and data centre power demand

accelerating consumption

§ Years of underinvestment constraining

primary supply

§ U₃O₈ futures above US$100/lb in early

2026

§ Significant projected long-term supply

gap without new investment

From the presentation -

Uranium market is in a multi-year

structural upcycle

§ Nuclear resurgence driving long-term

demand growth

§ AI and data centre power demand

accelerating consumption

§ Years of underinvestment constraining

primary supply

§ U₃O₈ futures above US$100/lb in early

2026

§ Significant projected long-term supply

gap without new investment

Def undervalued here. 1p for starters. I think the new management team are very active in the background.

Looking nicely primed here.

Directors discover a deep new paleochannel and the day after give themselves options which activate at 0.95p per share. And just before these new options cancel the old ones , existing directors make sure to load up on those too.

Conclusion - the share price is going higher than 0.95p. Confidence seems high from the directors for sure.

I think the sharp drop here will have spooked a few which might not be a bad thing. Lose some short term traders and see a more steady and sustained rise in the future. I haven't bought in yet again, the price is certainly appealing but invested elsewhere currently. I think the CEO has taken some unjustified criticism

Strange one. Very low share price and logically a buy given at the very least 15p will happen eventually. Problem is the management team though. No one will touch anything they have control over with a barge pole it seems.

Chunky buys. Lots of 500k trades too, not sure if they are buys or sells for sure.

They don't make the old school characters any more. I miss the City days of the early 2000s.

Good day here. Big buy in the background I suspect.

Yeah nuclear energy is the future. Low carbon footprint, reliable, low supply chain risk, cheaper than fossil fuels. Matter of time before uranium stocks go on a gold style run.

I understand that and it's a fair view. There are bridges to build for sure. 15m market cap for 5m ounces of gold and huge uranium resource though...got to be a multibagger from here if Theo steadies the ship and uses his relationship with Sibanye to get NEO up and running.

More and more articles talking about uranium bull cycle/nuclear energy demand too. I am invested here and in ARK for that reason. Geophysics news due in a few weeks on ARK which should narrow down targets for potential sampling and drilling. 7.4m market cap there!

Here is the broker note for potential investors -

Https://mcusercontent.com/d266f47cec87da1170bcd0f35/files/10a48343-6d2b-c3ab-a61c-dfe35508d51f/FE_Arkle_Resources_Buy_Note_04Mar26_TP_2.0_2.7p.04.pdf

Https://resourceworld.com/high-grade-zinc-meets-silver-and-copper-in-irelands-next-district-play/

New article on G11

Rory is obviously being careful what he says. He can't preempt G11 on Stonepark drilling time frames (even if he does know or not himself). He can't tell us if they are close to divesting any non core assets either until a deal is done but that has been mentioned as something they are looking at. If you haven't read the recent broker note with a 2p to 2.7p target I would recommend it. It certainly makes you think 1 to 1.5p is possible conservatively. On the geophysics Rory is probably more excited than he let's on too, the plan is to drill H2 this year. Historic sampling shows the uranium is there. If we get a combination of drilling in H2 for uranium and G11 drilling Carrickittle further then the share price will be over 1p for starters. He is a new CEO and ARK is a big career opportunities for him personally so he is doing it by the book on my view and not making speculative comments like those which were made by the JAN ceo on LinkedIn recently and caused a backlash somewhat.

Theo and Jason's email addresses are on the bottom of the RNS releases. If you have questions they will answer what they can. I am postitive because I did so and had a call. It helped me understand the Sibanye deal better.

Had a top up this morning. Think it's due a good bounce.

Morning. Well it did touch 0.70p before dropping back with the Iran situation. I would agree some are chasing daytrades during the market volatility and haven't arrived here yet. It won't take much volume to move this sharply upwards from a 7.4m market cap.

Without Trump going senile, this would be closer to 1p. Keep buying and it will happen imo. Be great to a get a timeline on Stonepark drilling too.

I think it is a good RNS. They are telling shareholders the deal will go ahead and they are working to ensure detailed arrangements are in place. A head of governance is excellent too, that was badly needed. I think Iran and Trump becoming so unpredictable had created a temporary risk off market but I am certainly happy to buy and hold here. Just the gold is worth many multiples of the current mc. Then factor in how likely it is that nuclear energy comes back into play in a big way over the next few years.

GGP has done the business. ARK should rebound now Trump has predictably backtracked. Nuclear energy will be the future to reduce reliance on oil and gas and uranium will be the best performing commodity in 2026. Load up at these prices.