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Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Share Talk LTD
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Manage series 1128869
Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Designed for Private - Retail Investors, bloggers, brokers, PR, listed companies to communicate on one information portal. Please note we are an unregulated website and will never give out advice. We are here to make investing a level playing field.
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1325 에피소드
모두 재생(하지 않음)으로 표시
Manage series 1128869
Share Talk and Share Talk LTD에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Share Talk and Share Talk LTD 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Designed for Private - Retail Investors, bloggers, brokers, PR, listed companies to communicate on one information portal. Please note we are an unregulated website and will never give out advice. We are here to make investing a level playing field.
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1325 에피소드
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Share Talk LTD

1 Fulcrum Metals – Revolutionising Precious Metals Recovery from Tailings in Canada 5:12
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In today’s feature, we delve deep into the exciting developments at Fulcrum Metals, a technology-led company focused on recovering precious metals from mine tailings in Canada. An insightful discussion inspires this article with Ryan Mee , CEO of Fulcrum Metals , hosted by Zak Mir . Together, they explore a groundbreaking Master Licence Agreement signed with Extrakt Process Solutions LLC, positioning Fulcrum Metals at the forefront of tailings processing in some of Canada’s richest gold mining regions. Unlocking Value from Legacy Gold Mine Waste Mining tailings, often overlooked, represent a significant opportunity for precious metals recovery. These tailings are essentially mine waste left on the surface after primary extraction processes. Fulcrum Metals has identified a unique niche in processing these tailings, particularly in the prolific gold camps of Kirkland Lake and Timmins, Ontario. Ryan Mee shared that the company’s recent exclusivity agreement with Extrakt Process Solutions is nothing short of a gamechanger. After a year and a half of negotiations, Fulcrum Metals secured exclusive licensing rights to Extrakt’s breakthrough technology for tailings processing. This exclusive partnership covers Canada’s top two gold camps—Kirkland Lake and Timmins—both renowned for their rich mining history and extensive tailings sites. What makes this deal truly unique is its exclusivity. According to Ryan, “No one anywhere in the world has this type of deal with Extrakt.” This exclusivity provides Fulcrum Metals with a clear pathway to production and growth, leveraging over 700 million US dollars in situ estimated value across their projects. Considering the company’s market cap of just 2.5 million, this represents an extraordinary value proposition, especially when factoring in additional exploration assets and monetised portfolios such as uranium and the recently announced Tully deal. https://www.share-talk.com/interview-fulcrum-metals-revolutionising-precious-metals-recovery-from-tailings-in-canada/…
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1 Zak Mir speaks with Andy Carroll, CEO of Mosman Oil & Gas, the company has commenced drilling its first exploration well. 4:47
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Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, in the wake of today’s news that the helium, hydrogen, and hydrocarbon exploration, development, and production company has announced the spudding of the first exploration well of a five-well programme in the Vecta Project, Las Animas County, Colorado, US. Highlights · | Drilling has commenced and surface casing set. · | The Barclay-TH 295 106A well will test the Lyons Sandstone formation at the Billy Goat lease area (“AMI”), with a planned total depth (“TD”) of circa 800ft in the Lyons Sandstone. · | Drilling will continue to determine top of Lyons formation, and then to TD. · | Gas will be tested to determine concentrations of gases, including helium. · | Wireline logging will be conducted at TD to determine the reservoir and gas/fluid properties. Vecta Project (90% interest in Billy Goat, 20% working interest in other areas) The Vecta Project is operated by Vecta and is located in Las Animas County, close to the Red Rocks helium producing field, and Blue Star Helium’s Galactica development project. Helium concentrations of up to 11% have been encountered in offset wells and fields in the area, with the closest well, Texaco Cynthia True-1, flowing 8.8% helium from the upper Lyons sandstone. A total of five wells are planned to be drilled in this drilling campaign, testing five individual structural closures. Andy Carroll, Chief Executive Officer of Mosman, said: “The drilling of this Billy Goat well is exciting given the excellent lease position in a proven area of helium development and production “Each well location has been carefully selected by the very experienced team at Vecta and we believe each well has an excellent chance of discovering helium. The low-cost drilling of these wells enables data to be obtained at very reasonable cost. “This location has good access to infrastructure including roads, pipelines and the Ladder Creek helium plant located at Cheyenne Wells, about 100 miles north of Billy Goat.”…
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Zak Mir talks to Andy Carroll, CEO of Mosman Oil & Gas, about the latest company update at the helium, hydrogen, and hydrocarbon exploration, development, and production company. Navigating the Helium Gold Rush in the US In the evolving landscape of energy commodities, helium has emerged as a critical resource with soaring demand and limited supply. Mosman Oil and Gas, under the leadership of CEO Andy Carroll, is strategically positioned to capitalise on this burgeoning market, particularly within the United States. This article delves into Mosman’s journey, its unique positioning in the helium sector, and what investors and industry watchers can expect in the near and medium term. From Oil and Gas to Helium: Mosman’s Strategic Pivot Mosman Oil and Gas has a rich heritage rooted in the oil and gas industry, which has provided the company with a strong technical foundation. However, recognising the significant opportunity in helium exploration and production, Mosman has focused on this niche but rapidly growing sector. Helium, often overlooked in the past, is now experiencing what many describe as a gold rush, particularly in the US. This shift is driven by helium’s essential role in a variety of high-tech applications, including semiconductor manufacturing, medical imaging, and aerospace technologies. Andy Carroll emphasises that Mosman’s decision to concentrate on the US market is deliberate and strategic. “There are very few small companies focused on helium, especially in the US, which we believe is the place to be,” he explains. This is largely due to the recent opening of the US helium market to private investors after a century of government control, which had previously stifled exploration incentives. The US Helium Market: Infrastructure and Opportunity The US helium market differs significantly from other global regions. Historically, helium production and sales were dominated by government-run entities, with restricted access for private companies. The government’s release of its helium reserves disrupted prices and exploration dynamics, but recent regulatory changes have ushered in a new era of opportunity. “In the US, you have an established helium infrastructure, which is crucial,” Carroll points out. Unlike other regions such as Australia, where helium resources may exist but infrastructure and market access are limited, the US offers a mature ecosystem. This includes pipelines, processing plants, and a ready market driven by demand from critical industries. Moreover, the US market’s relative lack of competition in helium exploration means companies like Mosman can secure prime acreage and advance projects with less direct rivalry, setting the stage for potentially lucrative near-term production. https://www.share-talk.com/zak-mir-talks-to-andy-carroll-ceo-of-mosman-oil-gas/…
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Zak Mir talks to Ryan Mee, CEO of Fulcrum Metals, in the wake of the Panther Metals stake sale and LOI for the sale of the Tully Gold property. Fulcrum Metals plc (LON: FMET), a technology led company focused on the recovery of precious metals from mine tailings in Canada, is pleased to announce that it has signed a binding letter of intent (the “LOI”) with TSX Venture Exchange listed Loyalist Exploration Limited (“Loyalist”) for the sale of the Company’s 100% interest in the Tully Gold Project (“Tully” or the “Project”) in Timmins, Ontario. Loyalist Exploration Limited is a recently restructured mineral exploration company led by an experienced management and directors focused on acquiring, exploring, and developing quality mineral properties in Canada. Loyalist recently announced a strengthening of its portfolio through the addition of the Loveland nickel/copper/gold property and the Gold Rush gold/silver property, both located in the Timmins, Ontario mining district. LOI highlights · Cash payment of CA$500,000 payable to Fulcrum on completion · 89,255,000 common shares in Loyalist to be issued to Fulcrum representing a shareholding of 19.9% in the issued share capital of Loyalist upon completion (subject to adjustment) with an implied value of CA$892,550 based on a price of CA$0.01 per share · A 2% net smelter royalty (“NSR”) to be granted to Fulcrum over the Project with a CA$1,000,000 buy back for 1% · Potential future milestone payments to Fulcrum of CA$100,000 in cash and 30,000,000 shares in Loyalist at a price of CA$0.01 per share or cash in lieu · Exposure to multiple highly prospective projects in the Timmins mining district Ryan Mee, Chief Executive Officer of Fulcrum, commented: “I am very pleased to announce the signing of the LOI with Loyalist over the highly prospective Tully Gold Project in Timmins, Ontario. This transaction aligns perfectly with our broader strategy to divest exploration assets and focus on the development of our gold tailings projects in Kirkland Lake and the potential commercial opportunities open to us. “We believe that Tully is a high quality asset that is located in one of the world’s most prolific gold districts, and the terms retain significant exposure for Fulcrum in the potential upside through the shareholding and the milestone and royalty structure. I look forward to working alongside Loyalist to closing this transaction.” https://www.share-talk.com/fulcrum-metals-plc-lonfmet-letter-of-intent-for-sale-of-tully-gold-property/…
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1 Zak Mir talks to Segun Lawson, President & CEO of Thor Explorations 14:58
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Zak Mir talks to Segun Lawson, CEO of Thor Explorations. The company provided an operational and financial review for its Segilola Gold mine in Nigeria and for its mineral exploration properties in Nigeria, Senegal, and Côte d’Ivoire for the three months ending December 31, 2024, and the audited financial results for the year ending December 31, 2024. Thor Explorations Ltd. (TSXV / AIM: THX) is pleased to provide an operational and financial review for its Segilola Gold mine, located in Nigeria ("Segilola"), and for the Company's mineral exploration properties located in Nigeria, Senegal and Côte d'Ivoire for the three months ending December 31, 2024 ("Q4 2024") and the audited financial results for the year ending December 31, 2024 (the "Year" or "FY 2024"). The Company's Consolidated Audited Financial Statements together with the notes related thereto, as well as the Management's Discussion and Analysis for the year ending December 31, 2024, are available on Thor Explorations' website at https://thorexpl.com/investors/financials/ . All figures are in US dollars ("US$") unless otherwise stated. https://www.share-talk.com/zak-mir-talks-to-segun-lawson-president-ceo-of-thor-explorations/…
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Zak Mir talks to Mark Routh, CEO of Prospex Energy, an AIM-quoted investment company focused on European gas and power projects. Prospex Energy provides an operational update on its production, development, and drilling schedules across its portfolio of three producing natural gas assets in onshore Europe: Viura, Selva, and El Romeral. Prospex Energy: A Bright Future in European Gas Production In recent times, Prospex Energy has been making waves in the European gas sector, and with good reason. With a solid operational update, the company is well-positioned to grow, thanks to a balanced portfolio of assets and a commitment to sustainable energy production. Let’s dive deeper into the latest developments and what they mean for the future of the company. Operational Update: Increased Production and Future Plans Prospex Energy has reported a significant increase in net production since this time last year. The company now boasts production income from three assets located in two stable European nations. This not only covers overheads but also ensures that the company remains debt-free, setting the stage for future growth. However, there have been some operational challenges, particularly with the VRA field. In January, flow tests from the VRA 1B well showed promising results, with a flow rate of around 500,000 cubic meters per day. Yet, subsequent reports indicated a reduction in flow rates and an increase in water handling requirements. These operational issues are part and parcel of managing gas assets, but the acquisition of the VRA field last August has been transformative, doubling production for Prospex Read More https://www.share-talk.com/zak-mir-talks-to-mark-routh-ceo-of-prospex-energy-2/…
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1 Transforming Biotech: Insights from Tim McCarthy, CEO of ImmuPharma 31:32
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ImmuPharma PLC (AIM: IMM) CEO Tim McCarthy spoke with Zak Mir. In the world of biotechnology, companies often face unique challenges, particularly when it comes to navigating public markets and securing investment. Tim McCarthy, CEO of ImmuPharma, shares his insights on the current state of the biotech industry, the innovations at ImmuPharma, and the importance of effective communication with investors. Join us as we delve into ImmuPharma's transformative journey, the significance of its groundbreaking research, and what the future holds for the company. The Landscape of Biotech Investment Tim opens the discussion by acknowledging the struggles that biotech firms, especially those listed on the London market, often encounter. The UK and Europe lack the depth of capital markets that are available in the US, making it more challenging for biotech companies to thrive. Tim reflects on his extensive experience in the sector. He highlights that the primary issue is not just access to capital but also the understanding of what biotech companies bring to the table. “We don’t have the same appreciation for the intellectual resources that biotech brings,” he notes. This lack of recognition has led to many small biotechs leaving the market, unable to secure the funding they desperately need. Tim emphasizes that for many biotech companies, the public market is critical for raising capital, particularly during the development phases when they are not generating revenue. The Importance of News Flow One of the key elements for biotech companies like ImmuPharma is maintaining a steady flow of substantial news. Tim explains that news flow is the lifeblood of biotech companies. It’s not enough to release press releases just to remain visible; these updates need to convey meaningful progress and be understandable to a broader audience. “The majority of investors out there are not scientists,” he points out, highlighting the need for clarity in communicating complex scientific advancements. Tim believes that if investors better understood the technology and breakthroughs, it could lead to improved valuations and liquidity for biotech companies. https://www.share-talk.com/transforming-biotech-insights-from-tim-mccarthy-ceo-of-immupharma/…
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1 Zak Mir talks with Ryan Mee, CEO of Fulcrum Metals, Highlighting the company gold tailings strategy 6:57
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Zak Mir talks to Ryan Mee, CEO of Fulcrum Metals, a Canadian-focused exploration company, about its gold tailings strategy and potential benefits to the group. In mining and resource exploration, the conversation often revolves around finding new gold, silver, and other precious metals sources. However, there’s a growing trend that focuses on reprocessing existing tailings—waste materials left over from previous mining operations. Today, we’ll explore Fulcrum Metals' innovative approach, particularly its strategy surrounding gold tailings in Canada, and how it plans to turn these deposits into valuable assets. Understanding the Tailings Strategy Fulcrum Metals is strategically focused on reprocessing tailings, specifically gold tailings, located in Ontario, Canada. This approach is not just about mining; it’s about transforming what was once considered waste into a viable resource. The company recognises the potential of these tailings, especially given the recent surge in gold prices. Ryan Mee, CEO of Fulcrum Metals, has been instrumental in shaping this vision. He highlights the importance of scalability in their operations. Scalability is crucial for junior resource companies, particularly in a market that can sometimes overlook smaller entities. By proving the concept of reprocessing tailings, Fulcrum aims to establish itself as a key player in this niche. Key Findings from the Phase 2 Study Positive Technical Results: The Phase 2 study has provided critical technical details necessary for pursuing a master licensing agreement. Scalability: The study has confirmed that the reprocessing method can be scaled up, allowing for increased production. Additional Tonnage: More tonnage could be added to the Techu project, enhancing its viability as a long-term operation. https://www.share-talk.com/zak-mir-talks-with-ryan-mee-ceo-of-fulcrum-metals-highlighting-the-company-gold-tailings-strategy/…
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Zak Mir interviews Bernard Aylward, CEO of Kodal Minerals (AIM: KOD) , following last month's announcement that it has successfully produced its first spodumene concentrate at the fully-funded Bougouni Lithium Project in Southern Mali. The first production of spodumene concentrate was successfully achieved during the commissioning phase of the Stage 1 Dense Media Separation (DMS) processing plant , following the introduction of pegmatite ore into the circuit. The DMS plant met its performance targets in this initial run, producing spodumene concentrate with an assay of 5.53% Li₂O , aligning with the planned production profile. This milestone was reached ahead of schedule, setting the stage for a gradual ramp-up to nameplate capacity in the coming weeks. Bernard Aylward, CEO of Kodal Minerals, remarked: “The first production of spodumene concentrate at Bougouni marks a major milestone for Kodal and I would like to thank our entire team for this achievement, which wholly reflects the dedication and effort of all those involved. We are confident that this progress will continue into the commercial production phase and our project team will continue to work towards our 10,000 tonnes per month target at Bougouni. “The operational focus over the coming weeks will be the finalisation of commissioning and stress testing of the DMS processing plant as we ramp up to achieve nameplate capacity and steady state production. We look forward to confirming our first shipment of lithium spodumene concentrate to Hainan in China by the end of this quarter.” https://www.share-talk.com/zak-mir-talks-to-bernard-aylward-ceo-of-kodal-minerals-2/…
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1 Blackbird CEO Ian McDonough sits down with Zak Mir to talk results FY24 and elevate.io milestones achieved 7:00
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Zak Mir talks to Ian McDonough, CEO of Blackbird , in the wake of the Final Results reported from the technology licensor, developer, and seller of the market-leading cloud-native video editing platform Blackbird and the online collaborative video editing and content creation platform elevate.io . In the ever-evolving landscape of video editing and content creation, Blackbird stands out as a pioneering force. Under the leadership of Ian McDonough, the company has made significant strides, particularly with its innovative cloud-native video editing platform. In this blog post, we’ll delve into the recent achievements of Blackbird, its strategic direction, and what the future holds for the company and its users. A Year of Milestones for Blackbird The past year has been pivotal for Blackbird, marked by key milestones that have set the stage for future growth. McDonough highlights that Blackbird has two core products: the flagship Blackbird platform, designed for high-end news and sports content creation, and Elevate, a comprehensive video content creation platform aimed at both corporate and individual users. One of the standout achievements includes Blackbird's involvement in the summer games in Paris, where it handled an impressive 75 feeds of sports content simultaneously. Editors from across the globe utilized the platform to create engaging stories and clips featuring their national athletes, showcasing the platform's robustness and reliability. For the first time, the Blackbird division reported an EBIT positive margin of £500,000, alongside a profit in 2024, marking a significant financial milestone for the company. These achievements not only demonstrate the platform's market viability but also its potential for sustained growth. Launch of Elevate: A Game Changer Another major development was the recent launch of Elevate's Creator platform, which took place just three weeks prior to this discussion. McDonough emphasizes that Elevate is a crucial component of Blackbird's strategy to scale the business. The platform offers an end-to-end video content creation solution tailored for the corporate market and individual creators alike. With a burgeoning market estimated at $6.9 billion in 2022, Elevate is positioned to capture a significant share as video content becomes increasingly ubiquitous. McDonough notes that the platform is designed to facilitate seamless collaboration, enabling users to create professional-quality video content without the need for extensive editing experience. https://www.share-talk.com/blackbird-ceo-ian-mcdonough-sits-down-with-zak-mir-to-talk-results-fy24-and-elevate-io-milestones-achieved/…
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1 Zak Mir talks to Alastair Clayton, Executive Chairman of Thor Energy Plc 6:50
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Zak Mir talks to Alastair Clayton, Executive Chairman, Thor Energy, in the wake of the acquisition of 80.2% of the issued share capital of Go Exploration Pty Ltd, the Australian-based natural (white) hydrogen and helium explorer. They also discuss the key drivers for Thor over the rest of 2025. In the dynamic landscape of alternative energy, Thor Energy is making significant strides, particularly in the natural hydrogen sector. With a renewed focus and strategic direction, the company is well-positioned to capitalize on the burgeoning interest in hydrogen as a sustainable energy solution. In this post, we will explore what Thor Energy does, its recent developments, and the key drivers for its growth in 2025 and beyond. Understanding Thor Energy Thor Energy is a dual-listed company on the ASX, operating primarily within the alternative energy metal space. For years, it has been diligently working to carve out a niche in this rapidly evolving industry. Recently, the company underwent a board refresh, which has led to a renewed emphasis on natural hydrogen exploration. Natural hydrogen, distinct from the various coloured hydrogen variants like green or blue, is a naturally occurring resource. Thor Energy is set to launch its program in South Australia, tapping into this exciting and less explored sector of the hydrogen market. The Hydrogen Gold Rush The hydrogen sector is witnessing what many are calling a "gold rush." Major players, including tech giants and philanthropic foundations, are investing heavily in hydrogen technologies. The premise is straightforward: natural hydrogen can be burned similarly to natural gas to power data centres and energy-intensive industries, including those related to artificial intelligence. This surge in interest raises the question: is this the primary pivot for Thor Energy? The answer is a resounding yes. While the company will maintain its previous activities, the focus on natural hydrogen is paramount. This strategic shift aims to rationalize its portfolio and align with market demands. Scaling Up: The Journey from Micro Cap to Mid-Tier Thor Energy currently operates as a small-cap micro-cap company with a market cap of around £6 million. Transitioning from a micro-cap to a small-cap or mid-tier company involves navigating various challenges, particularly in raising capital. Alastair Clayton, the Executive Chairman, highlights the importance of achieving "escape velocity"—a term used to describe the point at which a company can scale up effectively. In the commodities sector, raising a small amount of money often proves more challenging than securing larger sums. Over the past two decades, Clayton has learned that the key lies in finding a balance between scale and investability, all while keeping capital expenditures manageable. The natural hydrogen sector presents a unique opportunity for Thor Energy, as it requires relatively low capital expenditure to bring projects into production. https://www.share-talk.com/zak-mir-talks-to-alastair-clayton-executive-chairman-of-thor-energy-plc/…
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1 Zak Mir talks to Harry Baker, Chief Executive of Borders and Southern Petroleum PLC 9:32
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Zak Mir talks to Harry Baker, CEO of Borders & Southern, after the London-based independent oil and gas company with assets offshore the Falkland Islands announced a fundraising campaign to raise approximately £1.86 million . They discuss the new “drill, baby drill” mantra in the market and Borders' strategy and outlook. Borders & Southern is an independent oil and gas exploration company based in the UK, primarily focused on the Falkland Islands. Recently, the company made headlines with its announcement of a fundraising initiative aimed at raising approximately £1.86 million. This move reflects the company's strategic approach to capitalizing on its assets and positioning itself in the market. Understanding the Fundraising Announcement During a recent discussion, Harry Baker, the CEO of Borders & Southern, elaborated on the reasons behind this fundraising effort. Historically, the company has raised two years’ worth of working capital, but in the last round of fundraising in October, they opted to raise only one year’s worth. Baker emphasized that the decision was made because the company’s share price at the time did not accurately reflect the potential internal and external catalysts that could drive the stock’s value upward. Funding for Future Opportunities The primary goal of the recent fundraising is to ensure that Borders & Southern is fully funded until the end of 2026. This financial cushion is crucial as the company seeks to engage in farm-out conversations regarding its significant discovery project. Baker expressed that being well-funded allows the company to negotiate from a position of strength, enabling them to pursue the right deals rather than settling for the first offer that comes along. https://www.share-talk.com/zak-mir-talks-to-harry-baker-chief-executive-of-borders-and-southern-petroleum-plc/…
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1 Zak Mir talks to Gordon Stein, Chief Financial Officer of CleanTech Lithium 11:27
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Zak Mir talks to Gordon Stein, CFO of CleanTech Lithium, an exploration and development company advancing lithium projects in Chile for the clean energy transition, as it raises £2.4m and in the run-up to its dual listing on the ASX. CleanTech Lithium Raises £2.4 Million to Advance Laguna Verde and ASX Listing. CleanTech Lithium PLC ( CTL ) has conditionally raised £2.4 million by issuing 15 million new shares at 16p each. The placement shares account for approximately 15.2% of the company’s expanded ordinary share capital, with each share including a warrant entitlement to subscribe for one additional share at 11p. Most placement shares were allocated to existing institutional investors across Asia, Australia, Europe, and the UK, reflecting strong shareholder support despite challenging market conditions. Net proceeds will be directed towards key initiatives, including advancing capital programs crucial for securing the CEOL (Chilean Special Lithium Operation Contract) at Laguna Verde, completing the project’s pre-feasibility study, and funding the company’s listing on the ASX through to completion. Additionally, the funds will support efforts to enhance market visibility, attract a broader investor base, and finalize the first-stage direct lithium extraction (DLE) pilot plant. The company aims to produce significant quantities of battery-grade lithium carbonate to introduce to potential off-takers and strategic partners, while also covering general working capital requirements. To accommodate further demand, CleanTech Lithium has granted a broker option to Fox-Davies, allowing investors to participate in the placement until 5:00 PM on 25 February 2025. Executive Chairman Steve Kesler commented: "We are delighted to welcome new shareholders and appreciate the continued support of existing investors who, despite tough market conditions, have shown confidence in our mission to develop responsibly sourced lithium in Chile through direct lithium extraction. These new funds will help us progress towards securing a CEOL at Laguna Verde, completing the project’s PFS, and producing battery-grade lithium carbonate for potential strategic partners. We remain committed to engaging with indigenous communities as we pursue a dual listing in Australia in the coming weeks."…
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1 Andrea Cattaneo, CEO Zenith Energy (LON:ZEN) Talking to Zaks Traders Cafe 13:54
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Zak Mir talks to Andrea Cattaneo, CEO of Zenith Energy, as he discusses prospects for the company’s prospects for an arbitration win with Tunisia in the wake of the latest successful fundraising. In an engaging discussion, Andrea Cattaneo, the CEO of Zenith Energy, shares insights on the company’s recent successes, ongoing arbitration processes, and future strategies. This blog post explores the key points from this conversation, highlighting the company’s remarkable journey and the exciting prospects ahead. Recent Performance and Share Price Surge Zenith Energy has experienced a notable uptick in its share price over the past few months, surging from near a penny to almost 12 pence at its peak—an impressive tenfold increase. This surge is largely attributed to the market’s positive reception of the company’s potential to win its arbitration case in Tunisia, coupled with a successful fundraising effort. Understanding the Arbitration Landscape One of the unique aspects of Zenith Energy’s situation is the presence of three arbitration cases. Cattaneo explains that most companies typically deal with a single arbitration, which can be a binary bet. However, having multiple cases provides a broader range of options and a greater sense of security. The first arbitration has already been won, with penalties and interest to be reimbursed at a high interest rate, setting a promising precedent for the subsequent cases. Winning the First Arbitration The first arbitration victory is a significant milestone for Zenith Energy. The company initiated the case for $6.7 million, which eventually expanded to a total of $9.7 million after accounting for damages and costs associated with the arbitration process. This increase of 45% over the original claim demonstrates the complexities and potential financial rewards involved. Expectations for Upcoming Arbitrations Looking ahead, the stakes are even higher with the second arbitration, where claims amount to $130 million. The company is optimistic about the outcome, believing that the same illegalities will be punished similarly across different courts. This sets the stage for potentially transformative financial results for Zenith Energy, should all three arbitrations yield positive outcomes. Market Confidence and Financial Strategy The market has reacted positively to these developments, with Zenith’s market cap increasing from approximately £2-3 million to around £23-24 million. This reflects investor confidence in the company’s prospects and the anticipation of further arbitration wins. To support these efforts, Zenith Energy recently raised just under £3 million, primarily earmarked for legal costs associated with the arbitration process. Utilising Funds Wisely While the primary focus of the raised funds is on arbitration, Cattaneo indicates that the company may also explore opportunities for acquisitions in the oil and gas sector. The strategy remains cautious, ensuring that the funds are used judiciously and primarily directed towards winning the ongoing legal battles. Future Directions: Beyond Arbitration Once the arbitration cases are settled, Cattaneo envisions a strategic shift for Zenith Energy. He expresses a desire to evolve the company into a mid-tier oil and gas or energy production entity. This transformation is not merely about winning cases; it’s about leveraging the company’s assets and capabilities in a competitive market. Diverse Energy Focus Zenith Energy’s future plans encompass a variety of energy sources, including a potential pivot towards uranium. Cattaneo highlights the emerging interest in smaller nuclear power projects, which could address public concerns while providing a clean energy alternative. Alongside this, the company continues to focus on electricity production in Italy and the UK, primarily through natural gas and photovoltaic projects. Strategic Acquisitions and Market Positioning The strategy for acquisitions post-arbitration will involve a mix of opportunistic purchases and a more selective approach to entering new markets. Cattaneo stresses the importance of avoiding previous mistakes that led to the company’s downsizing and loss of credibility. The focus will be on countries with stable jurisdictions that can offer energy security. Partnering for Success To mitigate risks associated with distressed assets and challenging jurisdictions, Cattaneo emphasizes the value of strategic partnerships. Collaborating with sovereign wealth funds or other established entities can provide a cushion against market volatility, allowing Zenith Energy to capitalize on potential upsides without exposing itself to undue risk. Conclusion: A Bright Horizon for Zenith Energy Andrea Cattaneo’s insights paint a picture of a resilient company poised for growth and transformation. With a robust strategy to navigate the complexities of arbitration, a commitment to diversifying energy sources, and a clear focus on strategic acquisitions, Zenith Energy is well-positioned for a promising future. As the company prepares for upcoming arbitration results, stakeholders can look forward to exciting developments that could redefine the landscape of Zenith Energy. Stay tuned for more updates as Zenith Energy continues its journey towards success in the energy sector.…
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1 As we kick off 2025, ECR Minerals is prioritising its transition into gold production. 6:59
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This week, Nick Tulloch, Chairman of ECR Minerals plc, is heading to Australia to discuss a $75 million tax loss sale and exploration plans for Victoria and Queensland. Along with Chief Geologist Adam Jones & Consultant Geologist Mike Parker, who will be at Blue Mountain shortly before the team heads down to Victoria. The immediate focus is on the Blue Mountain project, where activities are set to accelerate. The team is preparing to meet with geological survey representatives and landowners in Queensland to solidify relationships and advance planned drilling activities. This groundwork is critical as ECR aims to demonstrate its capabilities in generating revenue through production. Drilling and Exploration Plans in Queensland ECR’s team is set to travel to Australia to advance drilling operations. The goal is to leverage trenching and geological surveys to expedite progress. The groundwork laid in 2024 will serve as a springboard for this year’s activities, with drilling expected to commence at the beginning of the season. Key Objectives for the Australian Operations Targeting Best Ground: The team aims to identify and drill the most promising areas based on previous trenching work. Resource Reports: The company anticipates delivering resource reports that highlight the potential of the project. Independent Assessment: An independent report from Gekko Systems has revealed promising findings that ECR plans to build upon. Whitler expressed optimism about the potential of the Blue Mountain project, indicating that the opportunity is larger and may materialise quicker than the market anticipates. The company is prepared to take a straightforward approach to drilling, utilising a 4×4 rig that allows for easy access to target areas without extensive infrastructure requirements. Strategic Acquisitions and Market Positioning As part of its growth strategy, ECR is exploring potential acquisitions to complement its existing portfolio. With a strong funding position and a depressed market environment, the company sees this as an opportune moment to identify valuable assets that can be integrated into its operations. Rationale Behind Acquisitions The market is currently presenting numerous opportunities, with larger companies struggling to develop assets or access capital. ECR’s solid financial footing allows it to pursue these opportunities confidently. Whitler highlighted the importance of leveraging their contacts and technical expertise to navigate potential transactions effectively. “We are shareholders, and we understand the need to create liquidity events within the business,” Whitler noted. The focus is on expanding the company’s footprint while enhancing shareholder value through strategic planning and asset management. Progressing Towards Production As ECR moves closer to production, it is essential to demonstrate tangible results to investors. The company is committed to transitioning from a pure exploration play to a production-driven entity, with revenue generation as a key focus. Whitler is confident that by the end of 2025, ECR can establish itself as a revenue-generating company. Building a Stronger Team To support these ambitious plans, ECR has strengthened its team with the addition of Mike Parker, a seasoned professional with extensive experience in the mining sector. His expertise is expected to be instrumental in developing strong drill programmes and transitioning projects from exploration to production. Whitler emphasised the importance of operational efficiency and stakeholder engagement, which Parker brings to the table. This strategic addition to the team aligns with ECR’s vision of scaling up operations and enhancing its production capabilities. Anticipating Revenue Generation With production plans set in motion, the focus shifts to revenue generation. ECR aims to start generating income from the Blue Mountain project by the end of 2025, with a target of producing 100,000 ounces of gold annually. This ambitious goal reflects the company’s commitment to establishing a sustainable revenue stream. The potential for significant income is expected to attract a different audience of investors, moving beyond speculative interest to genuine investment opportunities. As the company progresses, Whitler believes that tangible results will bolster investor confidence and support the company’s growth trajectory. Conclusion: A Promising Future for ECR Minerals ECR Minerals is well-positioned to embark on a transformative journey towards gold production in 2025. With a clear focus on operational efficiency, strategic acquisitions, and revenue generation, the company is ready to enhance its market value and establish itself as a competitive player in the mining sector. The combination of a strengthened team, ambitious production targets, and a strategic approach to acquisitions bodes well for ECR’s future. As the company prepares for an exciting year ahead, stakeholders can look forward to significant developments and a commitment to delivering value. Stay tuned as ECR Minerals continues to navigate the evolving landscape of the mining industry, positioning itself for success in the years to come. https://www.share-talk.com/as-we-kick-off-2025-ecr-minerals-is-prioritising-its-transition-into-gold-production/…
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