Jasper13

#PRD Some research reading. Full divestment or CNG/LNG project? You decide. ivory-siobhan-80.tiiny.site

@PredatorOilGas Is the clearing to the left the drill pad? @PredatorOilGas

Drone footage of SC-3 location in Trinidad 🇹🇹

🔴 $PRD / #PRD — one of the most undervalued setups right now. A £33M market cap company. A 6 TRILLION cubic foot gas asset in Morocco. A tier-one M&A agent already hired. A hard licence deadline in November 2026. Game. Set. Clock ticking. 🧵 The Guercif licence, Morocco 🇲🇦 → 4,301 km² onshore → 5 biogenic gas zones already encountered → 2.5km from the Maghreb export pipeline → 6 TCF gross resource (P50 upside) → Geopolitically stable, EU-adjacent, energy-hungry market For context: TotalEnergies' annual capex is ~$17bn. This asset is rounding error territory for the right buyer. 6 months ago CEO Paul Griffiths stopped talking about farm-outs. He started talking about "crystallisation," "divestment," and "partnering for carry." Then: tier-one M&A agent hired. Flexible well design completed. ITR with ONHYM in progress. You design assets this way when you're packaging them for a buyer — not when you're just drilling for gas. 👀 📅 What's coming in the next few weeks: ✅ Annual Accounts (imminent) — watch the "Post Reporting Date" section ✅ Trinidad oil sales update — SC-3 drill by end June; targeting 1,000 bopd ✅ Morocco MOU-6 — key data for any transaction ✅ ITR publication — resource certification for acquirers Trinidad alone at 1,000 bopd is worth ~4-6p/share. Current price: 4.1p. Bear case Morocco deal: ~£100M → ~10p cash dividend alone (3x today's price) Base case: ~£175M → ~18p cash + royalty tail Bull case: £500M+ → 18x+ total return Who buys it? TAQA already has 35% of Morocco's electricity grid and just committed $14bn to new gas-fired capacity there. They need the gas. Do your own research. But the asymmetry here is stark. #PRD #oilandgas #Morocco #investing

#PRD The full exit thesis for PRD in Morocco is coherent, well-supported by circumstantial evidence, and is consistent with almost every strategic signal PG has sent over the past six months. The pieces, agent hire, basin delineation, crystallisation language, flexible well design, GSA-avoidance, exploitation concession application, ONHYM commercial transition, licence deadline point in the same direction. Question remains.......how much is PG willing to let it go for? Looks like we will know soon. Buying continues at pace today. Book is strong. @PredatorOilGas

#PRD Buyers again today, large 1m + delayed trades for past few weeks. Have we someone or an entity accumulating in advance of transformational Morocco partner news ? Not speculation this at all, confirmed by their CEO in latest interview that news could come "sooner than people expect." @PredatorOilGas @Blowster85 @FlagstaffIR

#PRD ✅The circumstantial evidence is unusually strong. Most investment theses rely on one or two signals. ✅Here you have the agent hire, the basin delineation strategy, the crystallisation language, the flexible well design, the GSA-avoidance, the ONHYM commercial transition, the buyer-facing CPR commitment, and the November deadline; all pointing in the same direction independently. That convergence is hard to dismiss. ✅The valuation asymmetry is stark. Even the bear case a distressed comparable deal that most would consider a poor outcome returns nearly 5x the current share price in cash alone before Trinidad, royalty or rerate. That’s an unusual risk/reward profile. ✅The TAQA angle is underappreciated. A company that has already committed $14bn to Morocco energy infrastructure, is building gas-fired power stations, and sits 2.5km from a pipeline needing domestic gas supply is not a speculative suitor. That’s a motivated strategic buyer with sovereign capital and existing in-country relationships. The market simply hasn’t joined those dots. ✅The helium is genuinely unpriced. Even at 2% recovery on P50 in-place volumes the numbers are extraordinary. Most retail holders aren’t thinking about it at all. ✅The real risk is binary and honest — MOU6 either delivers or it doesn’t. But if it does, PG has arguably assembled one of the most compelling small-cap exit setups in the North African gas space in over a decade, in the right place, at the right time, with the right buyer universe. Shareholders have been told publicly "will come sooner than some expect." @PredatorOilGas

#PRD - some research thoughts. No investment advice, purely public domain available information. Full note covers: ✅ Technical analysis of the 5 stacked gas horizons ✅ Comparable transactions (inc. the real Tendrara deal numbers) ✅ Likely suitors with rationale ✅ Per-share return scenarios across 5 deal sizes ✅ Trinidad oil price sensitivity table ✅ Risk register ✅ Helium valuation ✅ Full glossary emerald-rebecka-3.tiiny.site

#PRD Some thoughts.... prd-forum-post-april2026.tiiny.site

@GrahamHengland Telling that … ✍️✍️✍️✍️

AGAIN...NO COMMENT... share.google/aimode/hz6I8yW… #PRD

#PRD Words from 16 October 2025 Investor call....very clear what is going on behind the scenes. "we have no debt. So, we are in a strong strong position in that respect when we want to exit, you know, our asset, which is what we put into place. If you're trying to exit something of this scale, we set a time scale of six months to work this through and that process has started. We're not going to tell you who we're talking to. We're not going to tell you what the terms are because we're in a commercial process. We started the beginnings of a commercial process." "there's the proven gas you know 2C gas but that there's now an upside way beyond what our initial expectations were that we will address in the divestment process, the flexible divestment process and we will update all that as part of that divestment process with an updated technical ITR CPR designed for the incoming suitor." ✅ process started in October and states 6 months > end March 26 six months up ✅ major upside way beyond expectations, no doubt shared in data room with potential suitor ✅ ITR will officially reaffirm major upside to potential suitor, being done for maximum benefit to support deal price

@GrahamHengland Many are not. Make of that what you will 🤔👀🍾🍾

What if... Not everyone is a flipper😇

#PRD Wonder if the ink on the proposed Moroccan farm in deal is in the process of drying?! Especially after seeing the numbers in the revised ITR/CPR 👀👀👀 Buyers seem to think so recently. @PredatorOilGas

#FPP Known knowns..... ✅ David Brown, Founder of Freedom Financial Holdings (FFH) appointed to Investment Advisory Board in RNS dated 22 April 2025 ✅ Freedom (FFH) are in the pension, fintech space which FPP have confirmed in interims is the space they are interested in ✅ Interims state - Company will target an Acquisition where the target company has a value of up to £100 million 👀 Putting two and two together may suggest FPP and FHH with David Brown's involvement have had dialogue ✅ FPP Balance sheet no debt ✅ FPP Raised £1m in May 2025 at 0.9p ✅ FPP - 5 TR1's were announced Oct-Dec 2025 accounting for over 20% of the issued capital ✅ FFH have serial high net worth investors as per companies house ✅ As per their LinkedIn posts FHH are gearing up for product launch in Quarter 1 2026 and continue to grow their team Plenty of research out there for what could be an incredibly compelling RTO for both companies.

@Contrariangains Already 5 TR1's over the past few months, they hold just over 20% of issued shares.

@Jasper13_01 Large seller currently maybe wait for a tr1 before adding

#FPP Suggest anyone wanting more detailed info checks out here.... t.me/FFPmainmakewon…

🚀 #EOG is on the move! 🔥 ✅ 300 BILLION cubic feet gas reservoir — almost 1/10th of North Sea reserves! ✅ JV for 2 TRILLION cubic feet in Guinea — big news before year-end. ✅ Wressle upgrade to treble production + 2 TCF in Ireland! £19m cap with huge upside on 3 assets.💥💰

RT @Theunsophistic2: #EOG Have @Europaoilandgas just saved uk on land gas? They have been going through the motions to get acceptance to…

@TopTradersADVFN DM me...

Next one to go up a lot #FPP. Can’t buy a bean at 0.85p. Looks like 1p+ coming again. RTO rumours circling. As always DYOR Tops 🙏 👀💥🎯🙏🚀😎🔥🥊⬆️💼💰🤩

@BigGibUK Without question! Yes.

#FPP David Brown could be the man to unlock the value in this one 👀