Mark

Keep your head up, keep your heart strong..

[Andrew Neil @afneil]

UK energy policy just got even more bonkers:
The Burnham Government is considering investing billions of pounds in new facilities to import foreign LNG, even though it refuses to issue any new licenses for North Sea gas, which emits 3/4 times less CO2 than imported LNG. Madness.

[entrustTMF @entrustTMF]

#ITH Ithaca First Half Results

Record quarterly production underpins reaffirmed management guidance and upgraded 2026 dividend

Strong strategic execution focused on maximising long-term value of resource base

https://t.co/nszelufb53

[SericaEnergy @SericaEnergyUK]

#SQZ - Serica Energy @SericaEnergyplc

H1: 44.7k boepd (Q2 hit 50.2k)
Financials: $677m revenue | $301m EBITDAX & $184m FCF - $26m net cash
6p interim dividend declared.
Much improved Triton uptime, Spirit Energy is now set to complete on 1 October 2026 + Pharos Energy tbc..

[Share Money @shareGBP]

#CAML 75kt of copper production left at Kounrad over 8 years. At current spot price that's $1bn revenue and probably circa $500m post tax income given extremely low aisc. Current EV circa £170m. Sasa earnings and exploration in Kaz/Aberdeen thrown in for free. Crazy valuation imo

[SericaEnergy @SericaEnergyUK]

#SQZ - Serica Energy @SericaEnergyplc

Catch up with the Investor Meet Presentation with Q&A from earlier this week here :

https://t.co/2vCPG9XAhl

[Mark @mwflex]

@FinanceTiger @MoneyWeek It does say you should buy both Harbour & Serica together not individually! 😉 Serica announced the possible acquisition of Pharos Energy yesterday & H1 results due next week. 6th August… 👍🏽

[Trader_007 @Trader__007]

CAML one of the cheapest metal producers on London exchange IMO.
Market rated it down because of a transformational acquisition which is frankly mad.
Buy the hell out of the stock.

[SericaEnergy @SericaEnergyUK]

#SQZ - Serica Energy @SericaEnergyplc

Recommended acquisition of Pharos Energy : Linkedin update:

https://t.co/QXKLbIYve0

[Mark @mwflex]

@surprised_trade Pretty good read through on today’s RNS.. results in a couple of weeks also.. 👍🏽

[Mark @mwflex]

@baroninvestment Did you see the Serica Energy RNS this morning?.. completed on a new $750 RBL facility.. but keen to add ‘Material cash flows in H1 have moved Serica to a net cash position’ - H1 results 6th August should be good.. #SQZ

[Mark @mwflex]

@shareGBP The TR-1’s & holdings increasing at these levels for #CAML keep coming.. i’m surprised it’s not moved a lot higher by now…

[Mark @mwflex]

@ColinBirdMining @robert_ivanhoe @ResourcesXtract #XTR - Bushranger Colin??….

[Mark @mwflex]

@baroninvestment #CAML on both…. 😩…. proposed acquisition announced & ex dividend this week…

[SericaEnergy @SericaEnergyUK]

#SQZ - Serica Energy @SericaEnergyplc

‘Organic growth unlocks material value’

Auctus Advisors increase their share price target to £3.60 per share:

https://t.co/HNpqE7yzBy

[Mark @mwflex]

@BreakoutCV #CAML #ITH & #SQZ please.. don’t want you having an easy weekend after last week! 😊.. appreciate the oilers are influenced by current events… 👍🏽

[Mark @mwflex]

@Trader__007 Interesting that today’s RNS has now taken them to 6.75%…

https://t.co/pDia0yfM3K

[Mark @mwflex]

@BreakoutCV #SQZ - Serica Energy please.. 🙏

[Mark @mwflex]

@MBdaytrading #SQZ - Serica Energy