James Simmons FCILT ESLog

Friday morning back in #Mauritius ☀️ 🏖️ 🍸 🚤

🚨 NEW POST: The Great Gas Risk Mispricing Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk ✍️ @seb_kennedy Read more 👉 energyflux.news/the-great-gas-…

@LNG_Investor_ Can’t see this ending well

“European buyers might seek to hold off discretionary purchases and adopt a wait and see approach…..5 traders in the region told Bloomberg they were doing just this.”

TTF Natural Gas already up 70% but this has the potential to be sustained for a long period & go much higher #PXEN building a European energy hub & a “Asymmetric bet on European energy” European energy security is the big investment opportunity #Gas #TTF euronews.com/business/2026/…

@mgrahamwood #PXEN Spot on @mgrahamwood Upside in the assets is significant & importantly it’s all for sale at the right price Tom has landed at the right time & all assets close to critical time of develop or sell Mcap £16m offers huge upside & European Energy security at critical point

Oil price, Arrow, Jadestone, Prospex, Seascape, Chariot, EOG. And finally… malcysblog.com/2026/03/oil-pr…

@MBdaytrading @ProspexEnergy They will all be sold within the next 12 months imo “Multiple assets approaching decision points “ Perfect timing with current energy security issues #PXEN #TTF #Gas #Energy

@jsimmons_27 @ProspexEnergy that's interesting ! selling some assets ! #PXEN

Really enjoyed @ProspexEnergy presentation Right place , right time , energy crisis isn’t going away anytime soon! #PXEN

@GeorgeSessions The problem with common sense is it’s not very common @GeorgeSessions

Cliff Jones always looks top notch! Shame the key figures at Spurs were sleeping and did not convince Cliff's grandson Matt Wells to stick around in late December when the form under Frank had already started to nosedive. Always maintain Wells would have been excellent interim

@MadelnCanada Beautiful hotel, walk round the lake is stunning

Skating on Lake Louise in-front of the Fairmont Chateau hotel ❄️🇨🇦 🏒

PXEN: Multiple European gas assets near decision points, setting up for major growth from 2027 #PXEN tradingview.com/news/urn:summa…

@WW7745118493278 @VOXmarkets @ProspexEnergy Heyco invested £2.5m at 6p People forget that. they won’t be selling anything

@jsimmons_27 @VOXmarkets @ProspexEnergy Yes but are they selling their existing holding to derisk?

Prospex Energy Investor Presentation on the Company's investment strategy and certain assets, including: Viura, Rioja Province, Spain San & Dunajec exploration licences, Poland 2025 Cash Reconciliation voxmarkets.com/articles/prosp… @ProspexEnergy #PXEN

@WW7745118493278 @VOXmarkets @ProspexEnergy TR1 holders have taken the CLN

@jsimmons_27 @VOXmarkets @ProspexEnergy Seeing a Tr1 holder increase their stake would really show support I believe the market needs.. so far it appears some holders are derisking their holding after taking up the pitiful CLNs deal.

@EnergyFluxNews #PXEN 3 producing EU gas assets with full exposure to TTF pricing An asymmetrical bet on European energy #TTF #Energysecuruty

🚨 EU ENERGY CRISIS 🚨 Our TTF Risk Model is emitting its deepest bullish signal ever recorded. Bullish risk in EU #natgas is under-priced to a degree the model has never previously identified. This week's 99-slide Chart Deck explains why. 🧵👇

@VOXmarkets @ProspexEnergy #PXEN @ProspexEnergy Shareholder value clearly explained by Tom All assets convergence occurs 2026 👇 Meanwhile 3 producing gas assets maximising cash generation with TTF Gas prices at 5 year high Energy security makes EU assets very desirable #Gas #Energysecurity

Couldn't make today's live presentation with PROSPEX ENERGY PLC? #PXEN @ProspexEnergy No problem! Catch up here: youtube.com/watch?v=bHl55P…

#Prospex Energy #pxen excellent investor presentation today 👏👏👏

@montelnews #PXEN @ProspexEnergy TTF price action transforming production cash generation

Europe’s benchmark TTF gas price could rise to almost EUR 100/MWh if the Middle East war and consequent shut-in of Qatari LNG lasts for three months, an average of analyst projections showed on Thursday. montelnews.com/news/01be3906-…

Distressed seller? Very very cheap down here, after all the recent positive news. #AJAX

@Frank_Stones EU Gas storage levels , refilling season & TTF price action Perception & reality are two different things This will not play out well over the coming months imo

Dutch Gas Storage Hits 6% as the "Groningen Option" Returns to the Table Gas storage levels in the Netherlands have plummeted to less than 6%—a record low in a decade—illustrating how severely EU countries have been caught off guard by the halt of LNG supplies from Qatar 🧵

@jackprandelli #PXEN @ProspexEnergy EU Gas producer / Nat grid connections Don’t be surprised when men in long trousers turn up and buy this out in total #Energysecurity #EUgas #TTF

🇪🇺Europe Escaped Russian Gas It May Have Walked Into 2 Bigger Traps For 3 years, Europe rewired its energy system. Now both replacements are under pressure. ⚠️ What Just Changed? • Qatar’s Ras Laffan LNG hub hit • Long term LNG contracts now uncertain • Shell CEO warning of fuel shortages in weeks, not winters • US openly using LNG exports as a strategic lever Europe replaced Russian gas with: Gulf LNG US LNG Now both are at risk... ➡️ Middle East = war + infrastructure strikes ➡️ US = politics + strategic leverage Europe does not control: • The molecules • The routes • The pricing power Asia is already feeling it: • LNG cargoes disrupted • Prices spiking • Supply uncertainty rising That is Europe’s preview. Europe didn’t solve its energy problem. It replaced one dependency with 2 riskier ones. In my latest article I break down: • How this shift actually happened • Why Asia’s crisis is Europe’s early signal • Who really controls Europe’s gas now • And how this translates into real portfolio risk + opportunity 🚨 Link for the full article , here👇open.substack.com/pub/themerchan…