Wayne Lewis

Love the outdoors, camping, walking and wildlife. Food and drink investing

[Ross Kempsell @RossKempsell]

Starmer appointing Gordon Brown as the UK’s ‘Special Envoy on Global Finance’ - the guy who sold half the UK’s gold in one of the worst asset trades in modern history, introduced wildly complicated tax credits, PFI, boom and bust - Labour is totally out of ideas

[Share_Talk ™ @Share_Talk]

Why the share price has held its gains! Since late December is, in itself, a signal worth understanding. In many early stage exploration stories, gains driven by news flow tend to retrace quickly if not supported by continued momentum. In @quantum_helium case, the move from c.0.025p to c.0.04p has largely held, suggesting that the market is assigning a degree of credibility to the progress made so far. This is not the behaviour of a purely speculative spike, but of a re-rating that has found a level of support.The stability in #QHE’s share price.

Part of this can be attributed to the way milestones have been delivered. Rather than relying on a single transformative event, Quantum has advanced through a sequence of steps, resource validation, seismic completion, regulatory approvals, and operatorship. These developments collectively move the projects closer to operational testing. For investors, this creates a more structured narrative, where risk is being reduced incrementally rather than hinging on one outcome. That tends to support more stable pricing.

At the same time, the market is not yet pricing in the next phase.

[Kodal Minerals @KodalMinerals]

2026 off to a strong start with our Q1 update out today for Bougouni. Record production in March of +10kt, total exports of ~69kt, third shipment en route to Hainan & revenue past US$51M. Full announcement here https://t.co/4O6i8aEOSE

#KOD #Mining #EVs #Mali #EnergyTransition

[Kodal Minerals @KodalMinerals]

2nd shipment of 20,000t spodumene concentrate has arrived in Hainan, China, bringing total shipped to just under 50,000t since December 2025. Regular shipments are expected from the San Pedro Port, Cote d’Ivoire. More details on final payment to come! #Mining #Lithium #Spodumene

[Kodal Minerals @KodalMinerals]

"We're targeting 10ktpm at Bougouni by April & looking to the future as we grow the business" CEO Bernard Aylward told @MiningOnline 2nd shipment of ~20kt spodumene departed in Feb as lithium prices hit $2,160/t. https://t.co/Zx7pGnnBZl

#KOD #Lithium #Bougouni #Spodumene

[Quantum Helium (LSE:QHE) @quantum_helium]

#QHE Strong technical session this morning with industry-leading geophysicists and seismic interpretation experts who are working closely alongside the Quantum Helium team on our Sagebrush 3D programme

This is an ongoing collaboration - with the specialists actively involved in interpretation and inversion as the data continues to be processed

The quality of the seismic is excellent and the experts are very pleased with what they’re seeing. Additional 3D inversion volumes arrived in overnight - and were immediately integrated into the review

Early observations:

▪ 3D seismic inversion processed in time
▪ Extensive well calibration providing high confidence in lithology characterisation
▪ Well-defined closed structural features emerging
▪ Greater clarity around the Sagebrush-1 well
▪ New targets already being identified

The inversion work is helping determine whether the objective reservoirs extend across the mapped structures, whether they are likely gas-filled, and is providing early insight into reservoir quality - including porosity and permeability

Importantly, the experts we are working with have described the broader geological setting across Sagebrush and Coyote Wash as “world class” - and believe the quality of the 3D data could be a game-changer for the project.

This work is building on a foundation of more than 1 BCF of independently verified 2U gross #helium across Sagebrush and Coyote Wash - and we are now sharpening the picture further with high-resolution 3D

We look forward to updating the market further shortly

[Quantum Helium (LSE:QHE) @quantum_helium]

#QHE Initial processing of our high-resolution 3D seismic at Sagebrush is complete

The data confirms the large Leadville helium structure mapped from historic well data and reprocessed 2D seismic, while also identifying new potential #oil and #helium targets across Sagebrush and Coyote Wash

These results materially de-risk the planned extended production test at Sagebrush-1

https://t.co/A8beUUKryo

[Kodal Minerals @KodalMinerals]

Bougouni open pit mining continued blasting of high grade lithium pegmatite ore at the Ngoualana deposit last week. #kod #mining #lithium

[Quantum Helium (LSE:QHE) @quantum_helium]

#QHE Our operational progress remains strong

• Seismic processing is delivering OUTSTANDING quality, with additional targets already visible - full results expected towards the end of the month

• All documentation, including the Letter of Credit, is now with the BIA awaiting sign-off, and we anticipate the bond and operatorship to follow ...

• We are FULLY FUNDED for the extended production test, the recent seismic acquisition programme, ongoing seismic processing, well planning, long-lead items, surface facility design and all current operations

Recent director share purchases underscore our confidence in the path ahead!  #Helium

[Kodal Minerals @KodalMinerals]

Analysts including @Bell_Potter and Barrenjoey have lifted their #lithium spodumene forecasts following the recent spike to ~$2,000/t CIF, reports @MiningOnline.

Barrenjoey is forecasting SC6 price to surge to $3250/t in 2026 and $2325/t in 2027. 📈

https://t.co/Dvwv6T86q2

[Kodal Minerals @KodalMinerals]

Pleased to announce the appointment of @PeelHunt as joint Corporate Broker, working alongside existing brokers Canaccord Genuity and SP Angel.

A great start to 2026!

Read more: https://t.co/piqBXBcvaR

[Share_Talk ™ @Share_Talk]

Looking into 2026, @KodalMinerals reads like a classic execution year where the upside comes from boring consistency rather than headline grabs. If the #KOD can keep repeat shipments flowing after the maiden shipment, and keep converting production into cash like the first confirmed revenues, the market often starts valuing the asset more like an operating producer than a commissioning story.

The main risk is that lithium pricing and any operational hiccups can still dominate short term price action, even if the long term thesis remains intact. For retail investors, the clean checklist for 2026 is simple, shipment regularity, unit economics, and whether updates keep showing the same steady progress as the late 2025 operations update.
https://t.co/fybrx8Amfd via @Share_Talk

[Kodal Minerals @KodalMinerals]

Kodal is proud of the work it has done to support local farmers near Bougouni and has planted 1,000 trees in the past 18 months. 🌳🌳🌍

WATCH Operations Director Steven Zaninovich discuss Kodal's #ESG work in the Bougouni community.
#KOD #AIM #lithium

[Tom from Craggy Island @JConnolly75]

#KOD Canaccord Genuity has published a new research note on @KodalMinerals - "we retain our 1p target price and our Spec Buy rating on Kodal Minerals", also if KOD is able to maintain shipment rate of 30kt/qtr through 26/27 we see potential for further upside to our valuation.

[Clean Up Britain @cleanupbritain]

This is a slip road onto the M2 motorway in Kent. But it could be anywhere in the country. The motorway network is a total cesspit and ⁦@NationalHways�� - with its £5 BILLION annual budget - doesn’t care what you think. It’s a national scandal that needs exposing.

[Kodal Minerals @KodalMinerals]

Today we announce our interim results for the six months ended 30 September 2025.

Read the full announcement on our website: https://t.co/DbFxSxZh3W

[Quantum Helium (LSE:QHE) @quantum_helium]

#QHE Over 1 BCF of Independently Verified Gross #Helium Resources Across Colorado Projects

Establishes Quantum Helium Among the Largest Independently Certified Helium Companies on the LSE by resource size

[Kodal Minerals @KodalMinerals]

Pleased to confirm receipt of first revenues from Hainan following first shipment of spodumene last month. 💰

Today we released a Bougouni Project Update including new assay results from the Boumou Prospect. #kod

Read here: https://t.co/uMdFourEmp

[Quantum Helium (LSE:QHE) @quantum_helium]

#QHE On the ground at Sagebrush

Our CEO Howard McLaughlin joined seismic crews this week as our 3D acquisition programme progresses across 16 sq miles of the field

Geophones are positioned and vib plates are being deployed as conditions dry out

This survey will give Quantum its first high-resolution image of the #helium-bearing structures around Sagebrush-1 - critical data as we advance towards next-phase drilling and development planning

[Proactive @proactive_x]

Kodal Minerals ships first lithium spodumene concentrate from Bougouni; CEO discusses progress @KodalMinerals https://t.co/IRoDMUhRmy #Mining #Lithium