#SKA #ShukaMinerals 31% now. Flying into the close.

#EPP #EnergyPathways Added a few on this dip. Might go lower, but it feels like good value in this area now we're back to the pre-gas licence area. All it takes is one piece of news and this flys upwards.

#HEX #HelixExploration That's a really significant RNS! Paid $600k in stock (worth just under $1m) for their drilling rig. That should save them loads of money (each Rudyard drill was $1.3m I think) and saves them loads of time because they won't have to wait for rigs, etc.

It's a funny one really. There's just hardly any buyers. It's hard to pin point what the cause of this is, but for a project this advanced, it feels very odd. At these prices, not even the Pre-IPO money is in profit, so it's a great spot for any buyers. #HALO #HaloMinerals

#HALO #HaloMinerals Just appeared on Bloomberg! @markets @business They have 350,000 subscribers globally, so that's some jolly good PR!

#EPP #EnergyPathways 8.4p paid now. Shifting upwards

#EPP #EnergyPathways I've taken a handful of these on the technical set up (nothing heroic). Feels like it 's flushed the sellers out now and is ready to start coming back.

#HEX #HelixExploration Very interesting holdings RNS: Billion dollar fund Drachs Investments take 10.81% of HEX They've been a big investor in #MTL that they bought in 06/24 - price now sits more than 2X higher and we're starting from a ~£30m market cap, not a ~£130m market cap

#HALO #HaloMinerals Spotted this last night: talking with Glencore and Trafigura. Almost certainly, they'll be talking with other parties and ministries while they're there.

#HALO #HaloMinerals On the official X/Twitter channel now.

#HALO #HaloMinerals Gap building between this #PALM #PantherMetals PALM are trending up with metal prices, (HALO hasn't yet) and now sits at ~£14m market cap against #HALO at ~£9.5m HALO have fewer different metals in their project but higher grades Both are cheap I suspect

It's an amazing situation. I've seen very few IPOs that have been like this against the back drop of such a strong project - it's created a very rare opportunity I think.

#HALO #HaloMinerals I'm a good chunk off-side on these at the moment from my ~13.5p average, but I think this will turn around shortly. There's just too many near term upside catalysts - Offtake agreements, project financing, project efficiency gains, Chile trip update, etc

#HALO #HaloMinerals My model below. I have this kicking out $1bn of post tax cash flow over the project life. At today's Cu Au prices it's $1.5bn Been aggressive too, using numbers lower than the CPR for grade, etc (CPR below) Project funding is the final step £13m Market cap

#HALO #HaloMinerals Interview: David Minchin formerly of #HE1/#HeliumOne and #HEX/#HelixExploration: "internal numbers where you ramp up production from 5-10m, when you go offshore, the NPV's touching $400-500m" Expecting CAPEX and OPEX to fall Market cap: £13m #Copper #Stocks

#HALO #HaloMinerals Just spotted this on their LinkedIn: Talking with Glencore and Trafigura and today - they'll almost certainly be re. project finance.

#EPP traded to 12.20, slightly above the 12.05 target I had previously pencilled in, and is now printing fresh all-time highs. So logically, where next? When a stock is in blue-sky territory, we can no longer “look left” on the chart for historical resistance levels. That’s where technical tools such as Trend-Based Fibonacci Extensions can help provide a framework for potential upside targets. Technicians don’t predict, we react to price. Anyone claiming they can predict exact future prices should be approached with caution. What we can do is identify probabilities, structure, and areas where price may react. Do Fibonacci levels work? Well, markets are driven by human behaviour and crowd psychology. If enough participants are watching the same levels, they can become self-fulfilling areas of interest. Here are the next upside Fibonacci extension levels I’m watching for #EPP. Of course, news flow and momentum will influence the path, but it’s always fascinating to see how often price respects these zones.

#HaloMinerals #HALO Once it starts to move up, I think it could be a good one - it's just far too cheap for a resource stock that's done all of the difficult bits: getting environmental permits, building a CPR. Project funding's the really big catalyst, then we go to £50m Mcap

#HALO #HaloMinerals New article from @that_stocks_guy. Sounds like it's confirmed that the seller that dragged it down from the 18p IPO to sub 12p is done.

#HALO #HaloMinerals (2) the full reserves on the beach, that would 3/4 extra years of life to the project the off-shore would likely take it to a 20yr project. They'd be mad not to approve off-shore extraction, because it washes on shore if not and you're back to square 1