H

Ex city analyst. Now part time AIM stock investor / trader. Views are my own. DYOR

[H @Howie701]

Note that the current agreement is priced from IG INDEX GME (Italian Gas Index) which trades at a premium to TTF. 25/8 is priced at €71.64 https://t.co/kvHS1IAY2p

[H @Howie701]

Expecting a new gas sales agreement extension to be announced soon as the #PXEN and Po Valley current contract with Hera Group expires in a few weeks. https://t.co/E9WXRcnaDq

[H @Howie701]

@thestumbler13 Last time #TTF was valued at or above €68, #PXEN was valued much higher than it is today (Check before Jan 2023). Plenty of catalysts in the pipeline to send it up in multiples of today's valuation. I've topped up a couple of times over the last few weeks and still want more.

[Mr Kipling @conradcarter66]

#ATM, added again, not ignoring this price action. No advice.

[H @Howie701]

#TTF up 4% today and now over €68.5
#PXEN looking like it needs to re-rate.

[H @Howie701]

#PXEN waaaay oversold and undervalued. #breakout #undervalued

[The Equalizer @The_Equalizer73]

#pxen looks like its going to tick up and break out

[MB @MBdaytrading]

broke the downtrend from April 2025, above 50 / 200 , setting up-for golden cross??!!

weekly TF , price above 10 and 30ma , plus RSI looking good

#pxen

[MB @MBdaytrading]

Some really good parts here but what excites me is

#PXEN Poland oil update.

Dunajec’s Mniszów discovery (1966 well, oil-saturated interval) just got upgraded to 3.7m bbls recoverable following historic data integration. At ~$94 Brent that’s ~$345m gross rock value

Management’s angle: farm-out candidate, not full self-fund. That means potential cash/carry into Prospex without dilution if a partner comes in , de-risked entry, 100% owned, near-term not exploratory.

Sits alongside gas assets in Italy/Spain + Poland’s supportive regulatory backdrop.

Looks extremely cheap especially in present gas environment!
£15m mc !

[MB @MBdaytrading]

#PXEN 👀👀👀

•Diversified gas portfolio across Italy (Selva Malvezzi, 37%), Spain (Viura 7.24%, El Romeral 100%), and newly awarded Poland licenses (San & Dunajec, 100%)

•Dunajec discovery pre-existing 1960s oil find with 3.7 million barrels recoverable, described as a “significant oil development opportunity worth tens of millions of dollars,” near-term rather than exploratory

•Supportive Polish regulatory regime plus established local service industry to help develop/drill quickly

•Assets undervalued , CEO claims portfolio quality/size/future production potential “far exceeds” current market value

•Energy security tailwind ,European gas import disruption (Russia/Ukraine, Iran conflict) increases strategic value of in-Europe supply; positions Prospex as a beneficiary of the EU’s push for internal energy security

•EU taxonomy support gas classified as transitional/sustainable under certain EU conditions, aiding investment case
•Optionality on green transition — El Romeral site has adjacent solar permitting and potential CO2/hydrogen storage conversion, giving diversification beyond pure hydrocarbons

•Clear 2027 catalyst , all assets flagged for investment/production increases, with partner-funding process underway

•Management alignment , recent share options issued to team, tying staff incentives to shareholder value delivery

•Experienced, lean technical team with strong European geological network, cited as a core differentiator

[H @Howie701]

@jsimmons_27 @MBdaytrading Favourable permits, drilling JV etc and who knows, maybe 10 bag from here. I get the feeling there will be a possible buy out before then.

[MB @MBdaytrading]

Nice buys #PXEN
Once this goes 5/6p very quick imo to start with

[MB @MBdaytrading]

risked NAV of around 13p per share, on a €36/MWh gas price , currently €65 !!

#PXEN 👀

[Prospex Energy Plc @ProspexEnergy]

Flywheel Turning. Excellent analysis of Prospex Energy, by Charles Archer @that_stocks_guy

https://t.co/3hKVxsEuG4

#PXEN #EuropeEnergy

[H @Howie701]

#PXEN gets a mention from Justin on Breakout Capital Ventures

[Breakout Capital Ventures @BreakoutCV]

Weekend podcast covering #SML #OMI #THX #MPAL #TYM #BLOE #PXEN #PALM #UPL #MCG #SFOR #KIST

https://t.co/SoorcIV4uj

[MB @MBdaytrading]

#PXEN Viura economics are stacking up nicely

Bought in Aug ’24 on a conservative €31/MWh base case for Viura. TTF is now ~€62/MWh , DOUBLE that assumption.

And it’s not just Viura. Fresh Q2 RNS shows the whole portfolio waking up:

El Romeral revenue up 3.6x in 2 months (€20k Apr to €73k Jun) as generation hours went from 4hrs/day to 15hrs/day
Selva realised price climbing quarter on quarter: €0.33 , 0.43 , €0.48/scm
Tarba’s funding drag shrinking fast as Romeral cash ramps

Higher gas prices = faster payback on Viura’s £8m capital (accruing 14.47% of income until repaid, then drops to straight 7.24%) = profits surely come through quicker than the model assumed.

Portfolio’s got real operating leverage to this gas rally right now.

NOT ADVICE. DYOR

All yours for £14m mc !

[Prospex Energy Plc @ProspexEnergy]

Mniszów Oil Discovery - 3.7 million barrels of recoverable oil.

CEO Tom Reynolds discusses 2027 plans to drill a well that delivers consistent production from the reservoir.

Watch the conversation with @VOXmarkets in full: https://t.co/7Q18ql3rLm