theyknowitall

𝐓𝐓𝐅 𝐬𝐞𝐥𝐥𝐨𝐟𝐟: 𝐭𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐩𝐚𝐮𝐬𝐞? Hedge funds pared back their gargantuan net long position in European #natgas futures last week 🔻Net length fell -33.8 TWh (-12%) 🔻TTF crashed 12% BUT This looks more like profit-taking than structural reversal Link👇

@JKempEnergy #PXEN @ProspexEnergy Can see why the Italy & Spain Govts are in the process of permitting 11 new wells to drill El Romeral Selva Viura 3 producing EU gas assets A simple long term investment #Energy #Gas

EUROPE’s gas storage sites have depleted at the fastest rate since the winter of 2020/21 and before that 2016/17. Storage sites were less than 43% full on February 18 compared with 65% full on the same date a year ago and a seasonal average of almost 47% in the last decade:

@RoastPR #PXEN New Spanish State Secretary for Energy unlocking the El Romeral permits 30 working days is 4th April 2 of the 5 wells brings the power station to 100% capacity whilst the rest of the gas can be sold into the Nat Grid Great investment with huge upside in wealth creation

Roast News Service - RNS - Thursday 20 February 2025 #GGP #GENF #PXEN #BRES #GEX #PLSR #ZPHR #ANA #PBX Greatland Gold plc (AIM:GGP) announced results from its maiden underground drilling campaign at the West Dome Underground target at Telfer, confirming a high-grade near-mine opportunity. Completed in Q4 2024, the program saw 16 of 19 holes intercepting >50 gram-metres Au, with an average intercept of 23.2m @ 2.95g/t Au and 1.07% Cu (4.23g/t AuEq). Highlights include 14.3m @ 9.06g/t Au and 8.57% Cu (19.34g/t AuEq) from 290.4m and 59.0m @ 2.83g/t Au & 0.71% Cu (3.68g/t AuEq) from 259.0m. Mineralisation remains open along strike and down dip over a 700m strike length, sharing geological characteristics with the Main Dome Underground, which has produced over 3.1Moz gold and 210kt copper. Existing infrastructure supports the economics of the potential project, with a second phase drilling program, including geotechnical and hydrogeological studies, now being planned. Managing Director Shaun Day emphasized that these results confirm the West Dome Underground as a high-priority target in Greatland’s Telfer mine life extension strategy.@GreatlandGold Genflow Biosciences Plc (LSE:GENF) announced that its exclusive, out-licensed patent application for "Variants of SIRT6 for Use in Preventing and/or Treating Age-Related Diseases" has successfully passed the Supplementary European Search Report without further questions from the European Patent Office (EPO). Originally filed on May 13, 2022, by the University of Rochester, Columbia University, and Albert Einstein College of Medicine, the European patent application (EP 22 808 414.1) aims to secure protection for SIRT6 variants, a key innovation in longevity therapeutics. With no additional queries from the EPO, the application moves to the national phase, a critical step in securing market-specific protections across Europe. Genflow is preparing its next submission, due by July 7, 2025. CEO Dr. Eric Leire emphasized that this milestone strengthens Genflow’s position in SIRT6-based therapeutics, accelerating its mission to develop effective treatments for age-related diseases.@genflowbio Prospex Energy plc (AIM:PXEN) announced that the Statutory Environmental Impact Assessment (EIA) consultation for five new natural gas wells at the El Romeral Production Concessions has been publicly gazetted on Spain’s State Official Bulletin. The consultation period, open for 30 working days, allows engagement with stakeholders and regulators. The wells, targeting shallow biogenic gas at ~700m depth, will support power generation at Tarba Energía S.L.'s El Romeral plant, which secured a ten-year concession extension to 2034. The Spanish government is expected to review and approve the permits within 90–180 days. While awaiting approvals, Tarba will advance well design, procure materials, and secure contractors. CEO Mark Routh emphasized the project's role in Europe's energy security and ecological transition, noting that production from two wells would enable the plant to reach full capacity, with surplus gas supporting grid supply and expansion plans.@ProspexEnergy Blencowe Resources Plc (LSE:BRES) announced the completion of a hydropower study confirming abundant, low-cost renewable energy availability for its Orom-Cross Graphite Project in Uganda, reinforcing its goal of becoming a net-zero graphite producer. The study highlights access to reliable hydropower from Uganda’s national grid, with two high-capacity transmission spurs from the Bujagali and Isimba Hydroelectric Dams ensuring redundancy. Uganda’s hydropower tariffs are among the lowest in Africa, positioning Orom-Cross as a globally competitive low-cost producer. With 1,000MW of installed hydropower capacity, Orom-Cross's demand of 12MW (Phase 2) rising to 40MW at full production can be met comfortably. Blencowe is advancing discussions for a long-term Power Purchase Agreement (PPA) with Uganda Electricity Transmission Company Limited (UETCL) and integrating renewable energy planning into its Definitive Feasibility Study. The company’s downstream beneficiation strategy, in partnership with a leading SPG producer, will leverage clean energy for thermal purification, eliminating acid leaching. Executive Chairman Cameron Pearce emphasized that securing low-cost hydropower is a key strategic advantage, aligning with ESG goals and increasing appeal to offtake and funding partners.@BlencoweRes Georgina Energy plc (LSE:GEX) has executed a Share Sale Agreement to acquire 100% of Oilco Pty Ltd, which holds permit EPA155 (Mt Winter). A A$50,000 deposit has been paid to Mosman Oil & Gas, with the remaining A$300,000 due upon the permit's granting by the Northern Territory Department of Mining and Energy. The company is reprocessing seismic data and updating volumetric details before submitting a drilling application for Mt Winter 1 re-entry. At the Hussar prospect in Western Australia's Officer Basin, delays in completing the Environmental Impact Study 2 (EIS2) due to adverse weather continue to impact drilling approval. CEO Anthony Hamilton emphasized that acquiring Mt Winter strengthens Georgina’s portfolio and enhances shareholder value.@GeorginaEnergy Pulsar Helium Inc. (AIM:PLSR) announced that down-hole testing equipment, including an optical televiewer and LithoScanner, will mobilize to the Jetstream #1 and #2 appraisal wells on February 24th, with data collection expected to take two days. Flow rate and bottom-hole pressure testing will follow in March 2025, with results sent to an independent resource estimator and Chart Industries for production assessment. Elevated helium values were recorded over 3,350 feet in Jetstream #1 and 3,178 feet in Jetstream #2, significantly expanding resource potential. Jetstream #1 previously identified helium concentrations of up to 14.5%, well above the 0.3% economic threshold, alongside CO2 levels exceeding 70%, enhancing project economics. These developments position Pulsar to advance its helium production strategy amid rising global demand. Zephyr Energy plc (AIM:ZPHR) announced the successful and safe completion of drilling operations at the State 36-2 LNW-CC-R well, reaching a total depth of 15,288 feet. The extended lateral section was drilled as planned, with 97% staying within the Cane Creek reservoir, confirming strong alignment with 3D seismic data. Elevated mud gas levels with notable peaks were observed throughout drilling. The operations team is now preparing to run casing before demobilizing the Nabors rig, with completion and production testing to follow. Results from the production test are expected by the end of March 2025.@ZephyrEnergyPlc Ananda Pharma plc (AQSE:ANA) announced the successful manufacture of the final technical batch of MRX1, a CBD drug candidate, supporting data for the Investigational Medicinal Product Dossier (IMPD), a key requirement for MHRA clinical trial approval. The next GMP batch will be delivered to clinical trial sites for dosing participants in trials for chemotherapy-induced pain (CIPN), endometriosis, and a Phase 1 pharmacokinetic study in Australia. CEO Melissa Sturgess emphasized the importance of this milestone in meeting regulatory standards. Ananda Pharma focuses on developing cannabinoid medicines for chronic conditions, collaborating with leading researchers from Edinburgh University, Great Ormond Street Hospital, and University College London.@AnandaPlc ProBiotix Health plc (AQSE:PBX) has entered into an exclusive, long-term partnership with Kemin China Technology Co. Ltd (KCG) to supply its proprietary probiotic strain LPLDL® for use as a cardiometabolic health supplement ingredient in China, Hong Kong, and Macau. ProBiotix will supply raw materials in bulk, with LPLDL® marketed under a co-branding arrangement. This collaboration targets China's growing probiotic market, valued at $2.3 billion in 2024 and projected to reach $3.6 billion by 2028 (CAGR 12.8%). KCG’s parent company, Kemin Industries, is a global ingredients supplier operating in over 120 countries. CEO Steen Andersen highlighted the significance of this collaboration as a sustainable revenue stream, complementing the recent agreement with Dancare for finished product distribution. Dr. Gan Zhilin, President of KCG, emphasized the partnership's potential to deliver effective cardiovascular health solutions in support of China’s "healthy China" strategy.@LPLDL1 DAILY ROUNDUP Pre-Market Open London’s FTSE 100 is set to open slightly higher on Thursday, potentially marking its first gain of the week, with IG indicating a 17.4-point rise to 8,729.93 after Wednesday’s 54.20-point decline. In the US, Federal Reserve minutes from January revealed officials are cautious about rate cuts, needing further inflation progress before adjusting policy. The Fed held rates at 4.25%-4.50%, with analysts noting no urgency to ease further. Meanwhile, the pound strengthened slightly against the dollar, while the yen surged as the Bank of Japan moves toward tighter policy. In markets, Wall Street ended modestly higher, but Asia saw declines, with Japan’s Nikkei 225 and Hong Kong’s Hang Seng each down 1.3%. China’s central bank kept key lending rates unchanged, and Donald Trump suggested a potential trade deal with China. Gold edged up to $2,944.81 per ounce, while Brent crude dipped to $75.96 per barrel. The day’s key economic data includes US jobless claims, with UK corporate earnings updates from Centrica, Anglo American, and Lloyds Banking Group.

@martinjluke @ProspexEnergy @VOXmarkets With @ProspexEnergy forging ahead across 3 producing assets with 11 drill permits it is creating a pathway for summer buy out Current £1m monthly cash generation with massive uplift in production planned current Mcap of £30m is not sustainable Private equity will swallow it up

Prospex Energy (PXEN) Moves Forward with El Romeral Gas Expansion #PXEN @ProspexEnergy voxmarkets.co.uk/articles/prosp… #investing #shares #voxmarkets via @VOXmarkets

@ProspexEnergy #PXEN Selva & El Rom both producing EU assets 9 new well permits planned for drilling in 2025 These will provide the runway for a Company buy out this summer many multiples of current SP Meanwhile current production banking ⬆️ £1m month free cash Huge short term upside

📢 Public Gazetting of Statutory EIA Consultation for Five New Wells at El Romeral 🌍 This marks a key step in the approval process, allowing stakeholders, regulators, and the public to engage and provide feedback on environmental considerations. 👉 boe.es/diario_boe/txt…

@VOXmarkets @ProspexEnergy #PXEN Another big step forward at El Romeral Power plant & producing asset in Spain 5 new wells officially in 30 day consultation period before reporting back to Spanish Ministry 2025 looking to be a huge year across all 3 producing assets with 11 new wells planned

Prospex Energy PLC - Public Gazetting of Statutory EIA Consultation #PXEN @ProspexEnergy voxmarkets.co.uk/rns/announceme… #voxmarkets #investing #shares #RNS via @voxmarkets

🚨🇺🇸 Meanwhile in Detroit, US Holy crap - first Detroit flooded & then it froze ‼️

Swedish power prices in the balancing market surged above EUR 1,200/MWh early on Wednesday to a year high in three of country’s four bidding zones encompassing SE2, SE3 and SE4. montelnews.com/news/e35c4fff-…

@RmJrb 💯

#pxen for someone that’s doesn’t really do gimmick PR I suspect a decent RNS before this event. Spelling out to the market just how much profit they are generating and how it will fund this years activities. 11 drills 🙌🏼

#PXEN @ProspexEnergy has 3 European on shore producing assets with progress due on a 4th #RightPlaceRightTime

@thierry_bros EU storage levels plummeting quickly towards sub 40% TTG gas ⬆️ €50 Gas imports over 90% EU exposed to LNG Asia demand needs Summer refill looks like it will be expensive EU low risk onshore Gas producers with Nat Grid connections are a thing of beauty #PXEN @ProspexEnergy

🇪🇺 at record high dependent on foreign gas suppliers (91% in 2024). With no energy sovereignty, 🇪🇺 is weaker... Not good in today's world...

First JODI gas data available for 2024 🇪🇺 demand flat (Poland data still not available could change even the direction) vs 2023 🇪🇺 production continues to 📉 (-13%, higher than historical CAGR). End of gas demand 'degrowth' wanted by last Commission. Back to reality!

Japan expands effort to boost gas consumption in the emerging world 🇯🇵🤝🇵🇭 🚢 Tokyo Gas took a 20% stake in a company that owns an LNG import terminal in the Philippines 💰 Japan is a major gas trader and equipment supplier, and is looking to increase business abroad

@RmJrb @Patel67897385 just ignore and let the SP follow the green brick road ⬆️ Any TTF 🆙 €40 is massive & will pay for the 11 new drills The big story peeps are missing is the huge upside in production Unlike most the infrastructure is in place & currently producing multi £M’s #PXEN

@Patel67897385 Now up 2% no talks planned between trump and putin. Sadly this war is far from over but pxen continues to generate great profits and development its assets with no debt... #pxen

@fbeirao Only good news for EU based Energy companies producing Gas and generating electricity Suggest they look closer at home first #PXEN @ProspexEnergy

The European Union is considering backing investments in overseas fossil fuel infrastructure and shifting to long-term contracts to cut the high energy prices damaging European industries, according to a leaked proposal seen by POLITICO. politico.eu/article/eu-fun…

The recent slump in European natural gas is providing the market with some much needed optimism at the end of a testing winter. But once the initial euphoria wanes off, the reality still looks quite gloomy, writes @priazrocha trib.al/OixSUYc

🇪🇺🇺🇦 European government officials are working on a new, comprehensive package to increase defense spending and support Kyiv, - Berliner Zeitung 🇩🇪 Baerbock hinted that it could be ~€700 billion: "We will launch a large package that has never been seen on this scale before."

@footballconfid1 @ChangeForSpurs Joe Lewis gets a free ride He has owned 70% of ENIC all this time

Just because we beat Man Utd, doesn’t mean the campaign ends… keep fighting for your club, keep striving for Daniel Levy, ENIC, and Tottenham to do better by the fans… we deserve better and must demand better! #LevyOut #ENICOUT @ChangeForSpurs

#PXEN ⁦@ProspexEnergy⁩ #Energy 2 Gas production plants ✅ 1 Power station ✅ 3 Producing EU assets 3 Nat Grid connections Multi £M’s invested in infrastructure Over 1m scm/d production capability 3 producing assets No debt & self funded £30m Mcap buys you a lot

EU TTF Gas storage dips below 44% EU obligation is 90% full by Nov 1st Chart below clearly demonstrates it’s going to be a busy summer #PXEN perfectly placed with 3 EU producing onshore gas assets & 11 new self funded wells to drill starting in Viura next month #Energy

#PXEN ⁦@ProspexEnergy⁩ Growing production & revenues through organic assets & strategic acquisitions Building a significant EU #energy company Uptrend SP trajectory with pull back opportunities on the way up #Gas #Producer