#Gex only £11m mc peers had valuation around £30m mc b4 drill.
Hussar prospect is by far the biggest helium drill ever.
Look at Aem- Ptp surveys, 350km container (structure), live charge - NOT EMPTY.
Reason #SLB and offtaker got involved & put in $25m after seeing that.
#KDNC Great progress from @CadenceMinerals. A few weeks delay on a project of this scale is neither here nor there, and most importantly and significantly, the first tranche of funding has been received to complete Azteca recommissioning.
Don't forget @Edison_Inv_Res have a 73p price target for Cadence. Current price 6.24p. No brainer.
#Gex site prep started...
Pad construction
Road access
Airstrip
Water well
Camp set up.
We may indeed mobilise rig in June after all.
Things moving at pace now
#Hussar here we come at last.
#Gex last interview post funding.
Approached by top companies globally.
Schlumberger looked at the data and offtaker came on board.
2.9tcf of gas
303bcf helium
308bcf hydrogen
Rig signed
Q3 drilling
Site prep advancing.....
£9m mc...
https://t.co/atowj7oFvi
#KDNC near-term catalysts clearly:
• operating licence
• Azteca refurbishment
• Mechanical & structural works
• Commissioning targeted end June
• First production & cashflow shortly after
Transition from story ➜ producing asset could rerate fast when delivered. 👀 #amapa
#KDNC@CadenceMinerals Amapá Installation Licence Granted
✅ Installation Licence No. 006/2026 granted by SEMA/AP, enabling approved works at the Amapá site.
✅ Azteca now moves from engineering, funding & regulatory preparation into site mobilisation & delivery. On schedule for June 2026.
✅ Initial phase targets the processing of partly processed material to establish operations & early cash flow.
✅ Binding US$4.6m prepayment offtake facility provides funding for licensing, refurbishment, commissioning & initial working capital.
✅ Azteca is expected to generate early cash flow to support working capital, ongoing operations & the funding of the DFS.
✅ The LI also supports the staged pathway toward the larger 5.5 Mtpa DR-grade Amapá Project, which remains subject to further studies, financing & operating licenses.
CEO Kiran Morzaria: “The grant of the Installation Licence is a major milestone for DEV and for Amapá. It marks the transition of the Project into its next phase — from preparation into approved execution and then production.... our focus is now on disciplined delivery — mobilisation, procurement, licence compliance, refurbishment and commissioning."
read: https://t.co/ky2Vz3Wspo
Vanadium is added to steel to significantly increase its strength and durability, allowing manufacturers to reduce the amount required and lower costs and emissions.
Read more from @DirectorsTalk here ⤵️
https://t.co/fHTOBVxjNu
If 300+ people died and 1,000+ got injured in any place in the world.
London, NYC, Dubai, Toronto, Paris or any "major city" everyone would be screaming TERRORISM.
But when that HAPPENS within 10 minutes in an afternoon in Beirut, Lebanon by Israel suddenly the world switches up.
Disgusting.