
No10’s account is incredible. I held Developed Vetting for nearly ten years and spent three years at the heart of the Cabinet Office. I have never heard of a Developed Vetting denial being overruled. Here’s why…🧵
Sasha_Sethi
22.1K posts

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

No10’s account is incredible. I held Developed Vetting for nearly ten years and spent three years at the heart of the Cabinet Office. I have never heard of a Developed Vetting denial being overruled. Here’s why…🧵


#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_…

#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_…




$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…

#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_

#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…

#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.



#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…

#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…

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

#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

#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

#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…

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.




#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.

#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_…