Very good question from the StockBox team in their interview with #ONDO CEO. "Revenue down from £4.8m estimate" Ondo CEO respons "it was just one of those things blblblblbl" youtu.be/8mJReDlFtgU?t=…

IG Design should probably update the market what the implication of the tariff is on their business. In their annual report they point out that "large proportion" of supply coming from China. There is probably a very big risk of big additional cost to products in transit from

#VAST Resources report that they have received the Zimbabwe disputed diamond parcel of 129k carats. The diamond is from the Marange field, which in general produces low quality diamond and has historical traded around 30% to world market prices. This would mean that the parcel

Very grim update from #IGR in regards to the impact of the Chinese tariffs.

Poor concentration of helium in #HE1 flow test from Jackson-27 reported today. Very weak versus Jackson-29.

#PDL bond down 10 points this morning. Diamonds are forever?

Never ending legal problem for #FXPO

Helium One reports delay to production start up in the Galactica-Pegasus Project from H1 to Q4. No update on funding position nor how much the processing & midstream investment will cost to build. #HE1 very likely to raise more equity soon.

#HE1 out with CPR on Tanzania asset today, they are leaving out the capex estimates. Only the initial development require 5 well, which means that early development with processing will cost in the region of $75-100m. Looks like a wall of dilution is coming up. Dont forget that

Weak update from #FXPO 1) Production down 40% in Q2 vs Q1, 2) No solution to VAT refunds, $31m of refunds has been refused so far, 3) The company has needed to reduce cost and reduce number of employees due to liquidity constraints.

Reality caught up with #EPP this week. If you invest in garbage you get garbage back. Stock down 75% since I warned about EPP.

Pantheon Resources hosting webcast today in regards to the Dubhe-1 well. They need to update the market how they are going to fund the flow test as they already said that the most recent placing didn't cover the flow test cost, only the drilling. #PANR

#GDR big risk for a zero here.

Diversified Energy $DEC #DEC raising 2025 EBITDA and FCF guidance in their Q3 report from last night. In reality they are reducing guidance if you adjust for one-off land sale. In H1 they sold land for $70m and in Q3 $74m. The high level of land sale is a result of the recent

Finally some good news for Asiamet Resources shareholders. #ARS

Helix Exploration #HEX announced this week that they had secured a rig to re-enter the Inez #1 well to test for hydrogen potential. Based on my estimates it looks like the company needs to secure further funding to drill the upcoming well. The cash balance is likely to be below

Iofina #IOF update is a big change in the growth trajectory. The new plant will add 170-220 mt of crystalline iodine. Which at the mid-point is increasing group production with 28% vs expected 2025 production volumes. The new plant is also more capital efficient, cost much less

Helix Exploration update this morning, not a good one. 1. Inez well delayed due to weather issues, will result in a lot of additional cost. 2. Offtake agreement first after first gas, proves that buyer don't have enough faith in that #HEX can deliver consistent supply. 3.

Predator Oil & Gas #PRD out claiming today that T&T production is ahead of guidance, but when you read their own investor presentation is hard to understand that statement. "Daily oil production up at 367 bopd at 04/01/26" CEO state "We are already ahead of our production target