#MPAL Here's why it's a high-risk trade governed strictly by support levels and catalyst timing rather than a blind buy, but let's see if the upcoming debt facility RNS clears the working capital overhang before writing off the thesis.
@Goldie24_7@TomWinnifrith@MedPalPlc Why don't you take it up with Flop Info? He’s the one who hyped this up and tipped it to his subscribers, not Tom Winnifrith.
@TomWinnifrith@Goldie24_7#MPAL Let's see how the paywalled bear thesis holds up when that non-dilutive debt lands and kills the dilution narrative, the re-rate will speak for itself.
@IvanSpottiswoo1 When a drug class proves cardioprotective and reduces major adverse events, it stops being a cosmetic fad and becomes a core maintenance script. That clinical stickiness is what the bears completely miss in their quick math critiques.
@Goldie24_7@TomWinnifrith Tom Winnifrith article warning us the sky is falling, conveniently behind a paywall, of course. Zero skin in the game, all editorial noise. Clickbait.
@jpharks@StockBible@RiftHelium@Noble_Helium Nice! The real test is going to be whether a post-CPR top up clears cleanly above the 5p warrant overhang. Let's wait and see how the CPR reads.
@StockBible@jpharks@RiftHelium@Noble_Helium#RIFT The June cash minus Q4 seismic leaves somewhere around £3.2m–£3.9m for early 2027. That's tight, with zero margin for error before H1. They'll need to tap the market. Whether that's going to be from a position of strength or weakness remains to be seen.
@jpharks@StockBible@RiftHelium@Noble_Helium How are you modelling the true post-seismic cash burn for #RIFT heading into the H1 2027 drill window? Are we looking at a clean up placing before the bit touches the ground?
@jpharks Can't argue with those numbers. SLB Mtwara delays and true pro forma cash adjustments make the model cleaner. The 3D seismic sweep resolving NSAI's trap integrity bottleneck is still the only catalyst that matters for the Q1 CPR re-rating. Good research 👌
#RIFT Management is quietly confident while the market sleeps. Backed by £6.77m H1 cash, they're shooting the region's largest 3D seismic survey 90 km² and get a free look at Noble Helium's live Nov/Dec Kinambo-1 drill results before H1 2027 drilling.
With #RIFT's 3D seismic programme now underway at the Upepo Project, CEO Charles FitzRoy sat down with Vox Markets to discuss yesterday's announcement, the significance of the survey and the next phase of Rift's exploration strategy.
Watch the full interview here: https://t.co/4m7DFdfQ2P