MikeB

[EastStarResources @EastStar_PLC]

📢 JV FOR RULIKHA FARM-IN

#EST has signed a JV agreement with Nova Ltd to advance Rulikha Copper Project to production – potential for 2nd copper mine at no further cost to EST.

Drilling approval received for Rulikha target area!

🎥 Hear more: https://t.co/a0PxBIZFzl

[Robin Mayes @Robin25461631]

#ECO #BOR worth remembering with Rockhopper tied up with Navitas and JHI tied up with ECO and Navitas there is only one more lonely player left in The Falkland Islands, and it has 464 million boe of light oil recoverable barrels already to go…Borders and Southern.

[MB @MBdaytrading]

#ALK long!! targets shown

[Big D @Theunsophistic2]

#ALK

Glencore offtake secured, owned site secured, another big offtake pending and a fight to fund it

Newsflow:

£200m funding
Big offtake in the pipeline
Gov support?

£1b+ lithium refinery in the UK largest and cheapest in the west and potentially the world

£40m cap 🤔 bod own 40% of the float

#PREM #KOD #ZNWD #EMH #GLEN

[MikeB @MikeB222912]

https://t.co/D5XMMP4tPX

[Malcolm Graham-Wood @mgrahamwood]

Oil price, Borders & Southern. And finally… https://t.co/ZIe9ETCxb1

[Alkemy Capital Investments Plc (LON:ALK) @AlkemyCapital]

#ALK | @TVLithium signs binding offtake agreement with Glencore

🔹5-year deal for up to 50,000t of battery-grade LiOH
🔹First deliveries aligned with 2028 production
🔹Major milestone ahead of FID, validating TVL’s model & market position

RNS: https://t.co/RCIdRewVWS

[Alkemy Capital Investments Plc (LON:ALK) @AlkemyCapital]

#ALK | @TVLithium FEED study now 90% complete.

🔹On track to confirm lowest-cost LiOH refinery in Europe
🔹>94% lithium recovery | fully electrified | 65% water reuse
🔹340+ suppliers engaged ahead of construction

Momentum building toward FID.

[Robin Mayes @Robin25461631]

#BOR #OIL #FALKLANDS Next 'cab off the rank' ⬇️⬇️

"We believe that FID on Sea Lion as well as the opening up of a new oil province will re-focus attention from both the oil industry and its investors on the area and Darwin. Our world class Darwin prospect has over 460 million barrels of recoverable liquids, a phased development plan, very quick payback and huge upside with 40 plus prospects that could yield over 9 billion barrels of liquid hydrocarbons and 10Tcf of gas. We hold 100% of all our licenses. Borders & Southern look forward to updating the market as we continue to progress our Darwin development."

https://t.co/4jOyHfN1JV

[Share_Talk ™ @Share_Talk]

The Sea Lion field that the @GHFalklands is preparing to exploit is thought to contain up to 1.7bn barrels of oil – larger than anything remaining in UK waters. #RKH #BOR Estimates suggest the extractable oil in Falkland waters is worth at least $1.3bn, equivalent to around £1m for each of the 4,000 islanders.

Moves to exploit the natural resources come even as Ed Miliband, Britain’s energy secretary, bans exploration in UK waters. Mr Miliband’s ban on drilling does not extend to the Falklands.

The Aoka Mizu’s departure from the North Sea is part of a wider trend that has seen other drilling rigs and production vessels leave the UK for Norwegian waters, or head to regions like the Middle East as Britain winds down its offshore oil and gas industry.

The vessel in question has worked in the British North Sea for almost two decades.
https://t.co/2bxELl8mM8

[MikeB @MikeB222912]

When you wake up at 3am to watch #Ashes only to find us 39-3 🙈

[Bernie @Artemisfornow]

The greatest ever explanation of why Net Zero is so shit and the world is fucked.

No one explains it better than an Aussie.

And it’s glorious 💣

[MikeB @MikeB222912]

@its_JTx Agree. And Arsenal dodged a bullet today, that's for sure

[MikeB @MikeB222912]

@its_JTx The guy's been plagued with injuries JT. Give him a season injury free, then your comments would be justified.

[MikeB @MikeB222912]

@its_JTx Well, you must be more knowledgeable than Amorim. The guy loves him. Let's see at the end of the season who's right 😉

[Robin Mayes @Robin25461631]

#BOR #RKH The whole Falklands Basin is going to get opened up in the 18 months. FID on Sea Lion is imminent and a huge game changer for the islands

[NUCLR GOLF @NUCLRGOLF]

🚨🌹🏆 #WINNER — Justin Rose has won the FedEx St. Jude Championship to capture his 12th PGA TOUR victory. The 45-year old is victorious in Memphis!

[MikeB @MikeB222912]

@JustinRose99 you beauty 👏👏👏

[Robin Mayes @Robin25461631]

#BOR Now 10p bid from a 4.75 entry. I’ve felt like a lone voice on this investment. It’s all building up to the Sea Lion FID and farm out. Will they share rigs next year with Rockhopper like the various players did back 15 years ago? Time will tell. In the mean time here is the latest Zeus note from the esteemed Dan Slater. NAV 22p unrisked, 109p risked… and this before farm out 💪