Sasha_Sethi

22.1K posts

Sasha_Sethi

Sasha_Sethi

@WrightmanAIM

Personal account, investor relations advisor for a number of smaller listed companies. Can reach me at [email protected]

Katılım Temmuz 2014
290 Takip Edilen5K Takipçiler
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Clive Roberts
Clive Roberts@CCHRoberts·
@BUCEplc Paul , very good. I am surprised you are not getting more interest
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💰 𝑺𝒑𝒐𝒏𝒈𝒆 💰
#UOG More evidence of a working petroleum system offshore Jamaica (specifically: CHARGE) Hydrocarbons have probably been generated at depth from mature source rocks The collective evidence is now strong and should support farm-out descussions
SmallCapPix@smallcappixuk

#UOG SGE Survey Analysis Update United has undertaken a geochemical analysis on the 42 piston cores acquired across the Walton-Morant Licence. The analysis has identified C4 and C5 hydrocarbons, including butanes and pentanes polaris.brighterir.com/public/united_…

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Sasha_Sethi@WrightmanAIM·
Stack these results with the existing evidence and it only strengthens the farm out case. Bring on the next steps. And it doesn’t get much better on jurisdiction than Jamaica 🇯🇲 on the USA’s doorstep
United Oil & Gas (LON:UOG)@UOGPLC

#UOG SGE update 🇯🇲: C4/C5 hydrocarbons (butanes/pentanes) identified in select piston cores, consistent with potential thermogenic contributions. 🔹Integrating into subsurface work 🔹Supporting farm-out process 🔹c.~7bn bbl prospective resources 📰polaris.brighterir.com/public/united_…

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United Oil & Gas (LON:UOG)
#UOG SGE update 🇯🇲: C4/C5 hydrocarbons (butanes/pentanes) identified in select piston cores, consistent with potential thermogenic contributions. 🔹Integrating into subsurface work 🔹Supporting farm-out process 🔹c.~7bn bbl prospective resources 📰polaris.brighterir.com/public/united_…
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Sasha_Sethi@WrightmanAIM·
#UOG Big News: Piston coring work comes in positive for C4/C5 hydrocarbons (butanes/pentanes) in seabed cores. Being consistent with a thermogenic contribution is evidence of working petroleum system. Excellent results to feed into live farm-out discussions in secure jurisdiction
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Sasha_Sethi@WrightmanAIM·
Muted reaction to this on CSE, but worth zooming out - Block 2812Ab is adjacent to Total's Venus licence targeting a ~150,000 bopd development in Namibia's #OrangeBasin which is already attracting tens of billions of dollars of future capex by the Supermajors A premium postcode for $ORNG hoping this dual lists in London where value will be recognised
Oregen Energy Corp. (CSE: ORNG) 🍁@oregenenergy

$ORNG.CN evaluating expansion in the Orange Basin with LOI to invest in Petrovena 🔸Exposure to Block 2812Ab 🔸On-trend with TotalEnergies’ Venus discovery 🔸Alongside 33.95% in Block 2712A #ORNG positioning in one of the basin’s most active corridors 📰thenewswire.com/preview?id=1Aw…

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Sasha_Sethi@WrightmanAIM·
Agree & this is just start: 110 holes to come with standout 9–10% TGC zones already showing up. Plus deep holes previously drilled to ~100m ended in graphite, so the system stays open at depth. Looking forward to the Beehive JORC update as results clear validation #BRES
Blencowe Resources Plc (LON:BRES)@BlencoweRes

#BRES Beehive “turning into something very special,” says CEO Mike. Results are “exceptional”, with potential to lift both scale and grade of Orom-Cross as drilling continues. Thick mineralisation with grades in the 9–10% TGC range, well above project averages. 🎥@_focusIR_

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Sasha_Sethi@WrightmanAIM·
#HREE quiet now, steadily growing Rare Earths post PFS play. Tight register (now following funding from hedge fund name). CEO Ivan Murphy indicating DFC funding progress & Mining Licence award.
Harena Rare Earths Plc@HarenaRareEarth

#HREE Investor presentation with Chairman Ivan Murphy 🔸Latest on Ampasindava development 🔸Strategy & upcoming milestones 🔸Live Q&A 📅 25 March, 3:00pm GMT Submit questions at any time during the @EngageInvestor live presentation. Register 👇 engageinvestor.com/event/69b83b89…

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Sasha_Sethi@WrightmanAIM·
Rome’s New Brunswick option was a smart one particularly given tungsten’s surge to record highs in 2026, with Rome securing 109km² along the Mount Pleasant tin-tungsten-indium system Still early, but strong optionality. #RMR Plus the tin drilling in DRC is beginning to deliver
Rome_Resources@Rome_Resources

#RMR CEO Paul on the New Brunswick opportunity 🇨🇦 🔹Province recently launched a pro-mining #CriticalMinerals strategy 🔹Exposure to #Tin, #Tungsten & rare #Indium 🔹Large areas with mineral occurrences but only lightly explored Early-stage, but plenty of exploration upside.

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Sasha_Sethi@WrightmanAIM·
@citytilidie66 Yup, these will be a major derisking catalyst. If the prelim results are supportive, then the farm-in case gets meaningfully upgraded as does the pathway toward drilling. This seabed coring work is essentially carrying out feedback from potential farminees.
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MB Investor
MB Investor@citytilidie66·
#UOG - The Piston Cores have been in the labs nearly two weeks now, prelim results ( which are the important ones ) due imminently. Positive results will see this fly as Majors look to secure further prospects and UOG have 7 billion barrels !! 🔥🔥
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Sasha_Sethi@WrightmanAIM·
This could develop into a major story in 2026. #EGT has secured a profitable O&M business from a distressed sale at a compelling entry point. Structural shifts in the UK wind sector now = strong pipeline of orders @InvestorMeetCo at 5pm today (or watch recording).
SmallCapPix@smallcappixuk

#EGT One for the watchlist Targeting £50M revenue and double-digit EBITDA following the acquisition of EBITDA profitable onshore wind turbine operating, maintenance, repair, and remote monitoring business Interview to follow youtube.com/watch?v=FlP10A…

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Emil Baggie.tinkaren
Emil Baggie.tinkaren@Edark94·
A little mouse told me that #tantalum prices are around $200-250k/t... 👀 #SWT is the only listed co I know of with primary exposure of #tantalum & is perfectly positioned for this under the radar bull market 🔥
GIF
Switch Metals plc@SwitchMetals

#Tantalite prices hit 20+ year highs as Congo supply is disrupted and demand from #AI & electronics rises 🔹~50%+ of supply from DRC 🔹Supply shock + structural demand #SWT is advancing a traceable #Tantalum supply from Côte d’Ivoire 🇨🇮 📰@Reuters reuters.com/world/africa/t…

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Sasha_Sethi@WrightmanAIM·
#UOG risk/reward setup: large prospective frontier upside. Seabed piston coring complete: key step supporting further licence de-risking & adding to broader active petroleum system evidence. Lab results due in coming weeks. If positive = meaningful step forward on farm-out path
United Oil & Gas (LON:UOG)@UOGPLC

Energy security is a key thematic & jurisdiction + logistics matter Offshore Jamaica offers a stable operating environment, open to foreign investment & sits on major Atlantic routes with access to North America, Europe & LATAM Stage 3 piston coring is complete; results awaited

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Sasha_Sethi@WrightmanAIM·
Worth watching: disruption around Strait of Hormuz is really tightening global helium supply (large % produced in gulf alongside LNG). #HEX already in production in Montana with offtakes to follow.
Helix Exploration@HelixExp

#HEX expands its Rudyard position 🇺🇸 🔹360 acres added at Montana State auction 🔹Leasehold now ~7,927 acres over the core helium structure Amid global supply disruption, Helix’s domestic US #Helium production takes on greater strategic importance. RNS: irtools.co.uk/83/story/a3efc… 📽️@SkyNews

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Sasha_Sethi@WrightmanAIM·
Served piston cores at labs. Results in coming weeks. If the geochem is supportive for petroleum system, the partner story sharpens fast. #UOG offshore Jamaica 🇯🇲
United Oil & Gas (LON:UOG)@UOGPLC

#UOG offshore Jamaica 🇯🇲 Survey complete. Samples now with TDI labs: results due in coming weeks. 🔹42 seabed sediment cores recovered (all successful) 🔹If supportive: strengthens data room evidence + pathway to farm-out to targeting for high-impact drilling to derisk licence

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Sasha_Sethi@WrightmanAIM·
Big one for $BRES: maiden Iyan JORC adds 16.9Mt @ 6.0% TGC Total Orom-Cross now 43.0Mt (+66%). And now to come Beehive assays now coming through. Next upgrade expected shortly 👀
Blencowe Resources Plc (LON:BRES)@BlencoweRes

#BRES Maiden Iyan JORC Resource 🔹16.9 Mt @ 6.0% TGC (Inferred) 🔹Total JORC Mineral Resources increase 66% to 43.0 Mt Iyan confirmed as a near-surface extension of Northern Syncline system, adding scale ahead of Beehive results and further JORC growth. 📰: blencoweresourcesplc.com/2026/03/05/mai…

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Sasha_Sethi@WrightmanAIM·
Some excellent daily recaps from this account #Iran
Hamidreza Azizi@HamidRezaAz

Day 5 of #Iran vs. U.S./Israel conflict (focus on Iranian strategic narrative): 🔹There is growing concern in Iran that decapitation has become a continuing war strategy rather than a one-off strike. Iranian sources believe Washington and Tel Aviv may attempt to target the heads of Iran’s government branches or members of the interim leadership council. 🔹This fear extends to whoever becomes the next Supreme Leader, with Iranian commentators referencing the precedent of Hezbollah, where Nasrallah’s successor was reportedly targeted shortly after assuming leadership. 🔹Israeli and U.S. strikes have continued across western and central Iran, including in cities such as Shiraz, Khorramabad, Kermanshah, Qom, Ahvaz, and Tabriz, with western regions and the capital remaining the primary focus. 🔹At the same time, Iranian sources acknowledges that several missile bases have been hit, including installations near Kermanshah. Damage to access points and infrastructure may be affecting the tempo of missile launches. 🔹The decline in Iranian missile strikes on Israel therefore appears linked both to operational constraints caused by Israeli air dominance and to Iran’s possible effort to conserve its remaining arsenal. 🔹Instead, Iran appears to be still prioritizing strikes on U.S. interests and regional energy infrastructure, aiming to raise the cost of the war for Washington and its regional partners. 🔹Iranian missiles have reportedly targeted additional THAAD early warning radars, including systems in Jordan following earlier strikes in Qatar and the UAE. 🔹If accurate, these attacks suggest a strategy aimed at degrading the regional missile-defense architecture that helps protect both U.S. bases and Israel. 🔹Iranian sources also claim that communications and radar infrastructure at several U.S. bases – including facilities in Bahrain, Qatar, Kuwait, Saudi Arabia, and the UAE – have been damaged. 🔹The objective appears to be disrupting command-and-control systems and weakening coordination between U.S. and Israeli air-defense networks. 🔹At the same time, Iranian air defenses appear to have had greater success targeting Israeli reconnaissance drones, including additional Hermes 900 systems. 🔹Some analysts suggest that improvements in Iran’s short-range air-defense network may be responsible for these successes, even though long-range systems remain degraded. 🔹On the proxy front, Iraqi armed groups have continued attacks on U.S. bases, even after heavy U.S.-Israeli strikes on PMF positions in Anbar, Diyala, and Samawah. 🔹Hezbollah has also continued its operations, including missile and drone attacks against Israeli targets in northern Israel and the Golan Heights. 🔹The Houthis, meanwhile, remain largely outside the conflict. Some Iranian sources claim they are being deliberately held in reserve as a deterrent against Saudi Arabia or the UAE joining the war. 🔹Energy warfare remains central to Iran’s strategy. QatarEnergy has declared force majeure and halted LNG production following attacks on energy infrastructure. 🔹These disruptions are reinforcing Iran’s effort to sustain pressure on global energy markets, particularly given uncertainty about how long the Strait of Hormuz can remain closed. 🔹At the same time, the war has begun to generate secondary instability across the region, including protests in Pakistan and Bahrain in response to the killing of Khamenei and the ongoing conflict. 🔹Within Iran itself, supporters of the Islamic Republic have continued to organize demonstrations calling for retaliation and resistance. 🔹Authorities are also warning against internal dissent. The chief justice has stated that any actions aligning with U.S. or Israeli objectives will be treated as wartime collaboration. 🔹Iran’s leadership is simultaneously attempting to reassure Gulf countries. President Pezeshkian and parliamentary speaker Qalibaf have emphasized that Iranian strikes are directed at U.S. forces rather than host states. 🔹Iranian officials have also reaffirmed commitment to the China-brokered 2023 Beijing agreement with Saudi Arabia, signaling an effort to prevent Gulf states from joining the conflict. 🔹China has reportedly dispatched a special envoy to the region to explore mediation options, reflecting Beijing’s concern over disruptions to energy flows through the Strait of Hormuz. 🔹Meanwhile, the Kurdish issue is emerging as a major security concern for Tehran. Kurdish insurgent groups have recently formed a broader coalition, raising fears that they could be used as ground forces against the Islamic Republic. 🔹Tehran has reportedly warned KRG officials that if Kurdish groups launch attacks from Iraqi Kurdistan, Tehran could directly target the Kurdistan Regional Government itself. 🔹The war has also produced a potentially dangerous incident involving Turkey. A missile launched from Iran was intercepted by a NATO air-defense system over Hatay while reportedly heading toward the U.S. base at Incirlik. 🔹Although the intention remains unclear, one interpretation is that Iran’s decentralized missile-launch structure may increase the risk of accidental escalation or uncoordinated moves. 🔹International monitoring agencies have also assessed damage near Iranian nuclear facilities. Satellite imagery shows limited damage near the Isfahan site, but the IAEA reports that no nuclear material has been affected. 🔹Concerns remain particularly high around the Bushehr nuclear power plant, where Russian personnel operate the facility and where nearby explosions have been reported. 🔹Inside Iran, discussions have also begun about the country’s future nuclear policy after Khamenei. Some argue that the war demonstrates the need for a nuclear deterrent and that the next Supreme Leader my move toward that direction. 🔹The Assembly of Experts continues deliberations on selecting a new Supreme Leader. 🔹Overall, the fifth day of the war suggests a continuation of existing patterns rather than a dramatic shift: sustained Israeli air operations inside Iran, Iranian efforts to impose costs on U.S. interests and regional energy markets, and a widening regional and proxy dimension to the conflict. 🔹The trajectory of the conflict increasingly resembles a prolonged regional confrontation in which both sides are attempting to reshape the strategic balance over time rather than achieve rapid military victory.

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Sasha_Sethi@WrightmanAIM·
@BigGibUK Yes, picked up again recently, 47m by 11am good. Location & jurisdiction has grown even more in favour. Results of piston coring soon, all evidence has been stacking up for years, positive hydrocarbons in sediment cores will be a huge win.
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BigGib
BigGib@BigGibUK·
#UOG 🔵🔵🔵 and volume arriving 👀 £8m Market Cap 😏
BigGib tweet mediaBigGib tweet media
BigGib@BigGibUK

#UOG one to watch 👀 Keeping a close eye on the volume here. When this starts moving higher on 100m shares being traded that’s when momentum will be in full swing as we move towards the Piston Core results. You can wait for volume or get it before the volume arrives.

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BigGib
BigGib@BigGibUK·
#UOG tick tock!!! Jamaica is right behind this project. Clock is ticking now and results from Piston Core work expected this month. Also………..”we will continue to progress discussions with potential partners with the objective of advancing towards a potentially transformational offshore exploration drilling phase for Jamaica."
United Oil & Gas (LON:UOG)@UOGPLC

#UOG Piston Coring work completed🇯🇲 Cores in transit to TDI-Brooks for analysis. Results expected in coming weeks. Final step supporting de-risking of Licence, progressing farm-out discussions, with objective of advancing toward exploration drilling. 📰 polaris.brighterir.com/public/united_…

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