TMA

[Ted Butler @TedJButler]

Most silver developers spend years promising a mine. @GoGoldResources just put shovels in the ground.

Los Ricos South is fully funded, debt-free and targeting 7.3 Moz AgEq annually—more than 4X GoGold’s current output—with first pour scheduled for June 2028.

And here’s the kicker: GoGold has US$284M in cash against a US$227M initial build cost. In other words, the mine was effectively paid for before construction began.

With silver near $70, that’s one heck of a hand to be holding.

Shares are already responding, but I suspect this rerating is just getting started. I remain fully weighted.

My full take: https://t.co/LeoRsEC6vV
@peter_krauth

[GoGold Resources: Silver & Gold @GoGoldResources]

$GGD $GLGDF

GoGold Commences Construction of the Fully-Funded Los Ricos South Mine

https://t.co/riRUSkV4XK

[Eco Atlantic Oil & Gas @EcoAtlantic_OG]

#ECO notes the recent announcements from its strategic partner Navitas Petroleum regarding assets in the Falkland Islands and South Africa.

Gil Holzman, President and CEO of Eco: "Yesterday's updates from Navitas further support our ongoing cooperation in both the Falkland Islands and South Africa, as well as in Guyana and potentially other projects. In the Falkland Islands, the resource estimate released by Navitas for the first drilling target on PL001 further underline the quality and potential of the asset and reinforce our decision to increase Eco's exposure to the licence through our acquisition of JHI, which we expect to complete once final approval is received from the Falkland Islands Government.

As evidenced by Navitas' updated resources for Block 1 CBK, South Africa has world-class offshore oil and gas potential, with the capacity to strengthen energy security, attract significant international investment and support jobs and economic growth. However, unlocking these benefits requires a clear, stable and efficient regulatory framework that gives investors the confidence to commit capital while maintaining rigorous environmental standards, as has been achieved by Eco in 2022 in the Orange Basin South Africa and in neighbouring Namibia."

Read the announcement here: https://t.co/cxz1bk9MyS

[TMA @TManniche]

This 👇🏻 $SEI.V

[Robin Mayes @Robin25461631]

#SEI $SEI.V Here we go! @sintanaenergy has a 4.9% stake in this block. The recent funding round was partly to cover their circa $5m costs on the up coming well. Now partnered with yet another major oil company who wants exposure to this highly prospective block. These blocks are twenty times bigger than the average North Sea block...there is a lot to go after!
Auctus analyst has stated that drilling success is worth 40p to @sintanaenergy .
Chevron, Total, Equinor, Galp...are all partners of this smallcap explorer...and carried developer! Yep that's right... carried developer.
Check out their position on Mopane. It's a multi billion BOE discovery. Total are driving it towards FID and production. All the wells have hit quality light oil and have flowed well, stacked reservoirs, high pressure and low viscosity.
@sintanaenergy has a 4.9% free carry to production....As it stands the analysts have a valuation of 35p to 40p on this position alone, this will grow with every appraisal well and as we get closer and closer to production and the reserves grow and grown and move from contingent to producing porspective BOE.
Yours for 22p a share , fully funded for 24 months and has funded/carried exposure for between 5 and 10 wells.

[Robin Mayes @Robin25461631]

#SEI $SEI.V Here we go! @sintanaenergy has a 4.9% stake in this block. The recent funding round was partly to cover their circa $5m costs on the up coming well. Now partnered with yet another major oil company who wants exposure to this highly prospective block. These blocks are twenty times bigger than the average North Sea block...there is a lot to go after!
Auctus analyst has stated that drilling success is worth 40p to @sintanaenergy .
Chevron, Total, Equinor, Galp...are all partners of this smallcap explorer...and carried developer! Yep that's right... carried developer.
Check out their position on Mopane. It's a multi billion BOE discovery. Total are driving it towards FID and production. All the wells have hit quality light oil and have flowed well, stacked reservoirs, high pressure and low viscosity.
@sintanaenergy has a 4.9% free carry to production....As it stands the analysts have a valuation of 35p to 40p on this position alone, this will grow with every appraisal well and as we get closer and closer to production and the reserves grow and grown and move from contingent to producing porspective BOE.
Yours for 22p a share , fully funded for 24 months and has funded/carried exposure for between 5 and 10 wells.

[TMA @TManniche]

@Riccardino999 The news from court ruling in SA’s Orange Basin contradicts this. Sounds somewhat like a “let’s give them west, and hold up on the east” kind a thing.

[TMA @TManniche]

@Robin25461631 Do you see this having an impact directly to ECO - I mean, don’t they already have seismics etc. on their blocks in SA?

Isn’t it more a regional/countrywise positive, which, of course, could bring in bigger players, whom were somewhat in a waiting position?

[TMA @TManniche]

Took a position in @sintanaenergy, $SEI.V $SEI.L.
Noumerous catalyst in the pipeline.

[John Stephenson @JohnStephe72050]

BluEnergies Announces Closing of Non-Brokered Private Placement of Units for Gross Proceeds of C$20,700,000. Wow, that was fast. After announcing on July 21 , 2026 that BluEnergies was upsizing its previously announced non-brokered private placement, the Company closed its offering, issuing 9,202,027 units at a price of C$2.25 per unit for gross proceeds of C$20,704,560.75. This extremely strong demand underscores the unique opportunity set that BluEnergies has in the Harper Basin, offshore Liberia. This substantial raise underscores our bullish thesis on the stock. We reiterate our rating and price target. Read the Report: https://t.co/Ksmhw0Q8jM

[John Stephenson @JohnStephe72050]

BluEnergies Announces Upsize of Non-Brokered Private Placement of Units for Gross Proceeds of Up to C$20,700,000. BluEnergies announced that, further to its news release dated July 9, 2026 it has increased the size of its previously announced non-brokered private placement as a result of strong investor demand. The offering now consists of up to 9,200,000 units of the Company at a price of C$2.25 per Unit for aggregate gross proceeds of up to C$20,700,000, an increase from the previously announced maximum of up to 4,500,000 Units (gross proceeds of up to C$10,125,000). This strong uptake from the market reflects the unique value proposition that BluEnergies represents. We view this development as positive and reiterate our rating and price target. Read the Report: https://t.co/ppPPfXFVn3

[TMA @TManniche]

@Robin25461631 @EcoAtlantic_OG @sintanaenergy BluEnergies, $BLU.V could fit your list of quality Atlantic Margin plays. Harper Basin off-shore Liberia, Total as partner, currently interpreting data. Lots of majors in the area.

[TMA @TManniche]

$BLU.NE $BLU.V scratching the seabed

[Offshore Energy - Fossil Energy @offshoreenergyt]

@TotalEnergies and #BluEnergies are conducting a work program to confirm and advance drillable prospects in the Harper Basin, off the coast of Liberia.

Full story: https://t.co/6CCu5ixvox

#oilandgas #offshoreenergy #oilandgasnews #oilgas #subsea

[Robin Mayes @Robin25461631]

@EcoAtlantic_OG #ECO $EOG.V #oil Has suffered from the recent market malaise and the classic, 'one seller begets another'. 70p to 45p, yet all the real catalysts are yet to come.

1/. New license award on Orinduik. Remember they are not applying for an extension of the old one but a new one under revised terms. AND, whatever happens, they retain rights on the `tertiary discoveries as a bare minimum

2/. Block 1 farm out. Navitas following through on this was a no brainer. Expect to see further partnerships on this at some point this year, a v v prospective block. Remember it's on trend with the Azule/Rhino discoveries next door and is adjacent to `block 2 where Shell farmed in, putting $25m up front and committing to an extensive work programme.

3/. 3B/4B Farmed out to Total, free carry. Waiting for the SA government to sort out permitting. It's a process, it will happen, they need the energy, the oil and the revenues...money talks.

4/. Namibian blocks farmed out to BP, yet another major, seismics to follow.

5/. Falklands P1001 / JHI acquisition. Another jurisdiction, another highly prospective block sharing oil and gas pools with Pl033. Navitas the operator of the latter and partner on the former.
We wait for FI license extensions which are due any time and regulatory approval.

ECO v well funded and partnered. 2026 is all about farm outs and approvals, some have happened, more to come. 2027 is all about drilling wells into Billion boe prospects, all paid for and operated by major O&G companies. Huge potential here. Remains my biggest position for all the above reasons.

[Eco Atlantic Oil & Gas @EcoAtlantic_OG]

#ECO is pleased to provide a mid-year operational and business update.

Highlights:
🔹 Progress toward completion of the bp transaction offshore Namibia and preparations for significant future exploration activity
🔹 Advancement of licence negotiations alongside Navitas Petroleum in Guyana's Orinduik Block
🔹 Continued technical evaluation of a high-impact prospect inventory in the Falkland Islands, with over 40 prospects and leads identified across PL001
🔹 Ongoing progress across our South African portfolio, including advancement of the Navitas farm-in at Block 1 CBK

With several regulatory approvals, transaction completions and operational milestones expected in the near future, Eco is entering a period of high-impact newsflow, supported by multiple near-term catalysts across Namibia, Guyana, the Falkland Islands and South Africa.

Read the full update here: https://t.co/64y4jRVrEP

[High Grade 🚜⚒🌎🥇🇺🇸🇨🇦 @EconomicAlpha]

GoGold gets all their final permits and approvals from Mexico to proceed with their UG mine located in Jalisco State, Mexico. $GGD.TO

🚜⚒️🌎🥇🇺🇸🇨🇦

https://t.co/LhLRtA1I4c

[tin @ResetTime2030]

$GGD.TO
The question was answered today !! Permit approved !! Now they can build and move from 1.7 million silver equivalent ounces currently (from Parral) to about 7.3 million ounces annually . Huge re-rate story . Strong buy ! https://t.co/1j0EzPOEtf

[Junior Mining Network @JrMiningNetwork]

GoGold Achieves Major Milestone: Final Remaining Permits Secured and Construction Approved for Los Ricos South Underground Mine $GGD.TO https://t.co/qJkpMtjc1S

[TMA @TManniche]

Just in case: https://t.co/p7IEaMvnkI

[TMA @TManniche]

Congrats @GoGoldResources and SH’s 💃🏼🕺🏻
$GGD $GGD.TO

[TMA @TManniche]

$BLU $BLU.V @BluEnergiesltd

[John Stephenson @JohnStephe72050]

CORRECTION: BluEnergies Announces 2Q FY2026 Results: Cash on Hand Surges: Cash on hand surged to ~$6.11 million on March 31, 2026, from ~$2.13 million at the beginning of the quarter. The February 10, 2026, acceleration of the RTO warrants triggered the exercise of all 7.98 million outstanding warrants at $0.75, delivering ~$6.0 million of proceeds and clearing the warrant overhang entirely. We believe this strong cash balance provides BluEnergies with ample financial flexibility to fund its share of the minimum work expenditure commitment under reconnaissance license RL-003 — a US$5.0 million gross program with the Liberia Petroleum Regulatory Authority (LPRA), of which BluEnergies holds a 35% share. We reiterate our Buy rating and $4.75 target price. Read the Report: https://t.co/81cmE00hDY