Hybridan Small Cap Feast - 24 Feb 23

24 February 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objec

Hybridan Small Cap Feast - 06 Feb 23

06 February 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objec

Hybridan Small Cap Feast 19/12/22

Dish of the day Joiners: No joiners today Leavers: Joules (JOUL.L) has left AIM. What’s cooking in the IPO kitchen?** Celsius Resources intends to join AIM. Currently ASX listed, Celsius is a natural resources exploration and development company principally seeking to explore and develop potential world-class copper-gold assets in the Philippines and a cobalt asset in Namibia. Amount planning to raise and anticipated market cap TBC. Expected late December 2022. Conviction Life Sciences, a newly

Hybridan Small Cap Feast 15/09/22

Dish of the day Joiners: Aurrigo International Group (AURR) joins AIM. The a international provider of transport technology solutions has raised gross proceeds of £8m, at a price of 48 pence per Ordinary Share. Market Cap £20m. Fintech Asia (FINA) joins the Standard Segment of the Main Market. The investment company established to acquire businesses in the Fintech sector, primarily targeting the Asia-Pacific region, has raised £1,455,000 through the placing of 3,010,000 ordinary shares of no par

Hybridan Small Cap Feast 24/06/22

Dish of the day Joiners: No Joiners Today. Leavers: DCD Media has left AIM. What’s cooking in the IPO kitchen? Immediate acquisitions (IME.L) is to re-join AIM via a Reverse Takeover of Fiinu Holdings Limited. Once complete the Company is proposing to change its name to Fiinu Group plc. Fiinu intends to be a provider of a consumer banking product, the Plugin Overdraft ®, which is designed to provide customers with an overdraft facility without having to change their current account or request an

Hybridan Small Cap Feast 09/06/2022

Dish of the day Joiners: Psych Capital PLC, (AQSE:PSY) has listed on the AQSE Growth Market. Psych operates the Psych Platform (a business-to-business networking platform), that is developing the Blossom Database pursuant to a third party licensing arrangement. The Company also has an investment of 426,000 common shares in Awakn, a Canadian NEO Exchange listed psychedelics research and clinical group, with operations in the UK and Europe. Psych is developing the Blossom Database pursuant to a th

Hybridan Small Cap Feast 01/04/22

Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? First Tin plc, a tin development company with advanced, low capex projects in Germany and Australia, intends to list on the Main Market. First Tin is led by an experienced team of tin specialists, committed to the environmentally sensitive and low carbon development of advanced hard rock tin projects in conflict free, low political risk jurisdictions. The Company has raised £20m to execute its plan to bring

Hybridan Small Cap Feast 30/03/22

Joiners: No Joiners Today. Leavers: UK Mortgages ltd has left the Main Market. What’s cooking in the IPO kitchen? First Tin plc, a tin development company with advanced, low capex projects in Germany and Australia, intends to list on the Main Market. First Tin is led by an experienced team of tin specialists, committed to the environmentally sensitive and low carbon development of advanced hard rock tin projects in conflict free, low political risk jurisdictions. The Company has raised £20m to e

Hybridan Small Cap Feast 11/03/22

What’s cooking in the IPO kitchen? Aquis Exchange (AQX.L) the exchange services group, announced its intention to apply for admission of the Group to trading on the Apex Segment of the Aquis Stock Exchange Growth Market. Aquis' shares will continue to trade on the AIM market of the London Stock Exchange plc to satisfy certain regulatory requirements. The Group is targeting admission to the AQSE Growth Market on 29 March 2022. Private equity firm Blue Owl Capital is planning to list assets from i

Hybridan Small Cap Feast 07/02/2022

Joiners: Artemis Resources ltd, (ARV.L) an ASX listed mining exploration and development company has joined AIM. The Company owns projects based in the Pilbara region of Western Australia, the Greater Carlow Gold-Copper-Cobalt Project in the West Pilbara and the Paterson Central exploration project in the East Pilbara. The Company also owns the Radio Hill processing plant that is currently on care and maintenance. This plant is strategically located only 35km from the Greater Carlow Project. Mkt

Hybridan Small Cap Feast 24/01/2022

Joiners: No Joiners Today. Leavers: Charles Stanley Group has left the Main Market following a takeover by Raymond James UK Wealth Management Holdings. What’s cooking in the IPO kitchen? Artemis Resources ltd, an ASX listed mining exploration and development company intends to join AIM. The Company owns projects based in the Pilbara region of Western Australia, the Greater Carlow Gold-Copper-Cobalt Project in the West Pilbara and the Paterson Central exploration project in the East Pilbara. The

Hybridan Small Cap Feast 05/10/22

Joiners: Facilities by ADF (ADF.L), has joined AIM, a provider of premium serviced production facilities to the UK film and High-end Television industry. The Group hires out its facilities to productions throughout the UK and Europe, providing its services to some of the world's largest traditional and on-demand content production companies. The Group's business has grown to a business servicing productions with its fleet of over 500 trailers and vehicles and providing its services to the larges

50 Shades of Hydrogen - Hybridan Sector Review

Against the backdrop of the 26th UN Climate Change Conference of the Parties (COP26) we take a closer look at the rapidly developing technology and industries surrounding the evolution of the so-called hydrogen economy. Hydrogen is an energy vector or fuel that is capable of storing, transforming and transporting energy with zero emissions at the point of use. It can also be made by renewable energy sources. It is also the most abundant element in the universe accounting for some 75% of all matt

LIBERUM: Sylvania Platinum* - 3p interim dividend & new policy

Pantheon Resources - Update to provide perspective on Pantheon Resources' recent developments

In light of Pantheon Resources' most recent operational developments we have provided some background to provide context to appreciate their progress. Where possible, we have sourced direct statements from industry leaders in Alaska in order to provide an unbiased view on certain aspects of Pantheon Resources' exploration and appraisal in that state (see page 2). We have also provided our own thoughts and commentary to provide context for interested parties to get their bearings. We retain our p

Updated Alkaid #2 test results

Loony for Bougouni

Jubilee Metals - H1 FY2023 results

Jubilee today provides its unaudited financial results for the half-year period ending December 2022. Group Revenue of £63.1m (H1 FY2022: £63m) with £58m from its chrome/PGM operations in South Africa and £5m from copper in Zambia. Headline EBITDA of £10.3m (£13.7m) with a closing cash position of £11.7m (£21.5m) after continuing its capital investment program of £24.1m (£28.4m). Production of PGM was down in the period at 18.2koz (20.3koz), but all was from its own facility at Inyoni so cap

Pantheon Resources (PANR) – Corporate – Alkaid#2 Update

Pantheon Resources announced that Alkaid #2 has produced at an IP30 rate of 505 b/d of liquids consisting of 180 b/d of oil and 325 b/d of condensate and NGLs along with 2,300 mcf/d of gas (after shrinkage). Post clean-out, flow rates were initially marginally higher than pre-clean-out rates. The company believes that despite the sand blockage, the final 1,000ft of the well was connected and already contributing to the main wellbore through fluid communication between the fractures.

Hybridan Small Cap Feast - 21 Feb 23

21 February 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objec

Hybridan Small Cap Feast - 06 Mar 23

6 March 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objective

LIBERUM: Atlantic Lithium* - DFS on-track for release in Q3 CY23

IOG (IOG LN) - Full year 2022 results

Numbers partly already released in January. IOG has released its full year 2022 results. In January the company announced gross average production from first gas in March to the end of 2022 of 27.4mmcf/d, end 2022 gross cash of £32.4m (including £5.7m restricted), 2022 revenue before sales deductions of £79.6m, cash OPEX of 13.9p/therm, and cash CAPEX of £61.2m.

More gold on the way at Havieron

i3 Energy Update to Fair Value Estimate

We are updating our fair value estimate to reflect more conservative oil and gas price assumptions. We have lowered our 2023 WTI oil price estimate to $74.05/b from $83.10/b, to align our estimates with market dynamics. We have lowered our US benchmark (Henry Hub) natural gas price for 2023 to $3.02/mmbtu from $3.36/mmbtu, which reflects the most recent price forecast made by US EIA Short Term Energy Outlook. As a result, we are lowering our fair value estimate for i3 Energy to 26.2p from 31.6p

PetroTal Corp (AIM: PTAL): Production back at 20 mbbl/d. Regular payments from Petroperu

• Production was constrained in January and February, with average production of ~7,600 bbl/d and 8,000 bbl/d respectively, due to restricted barging capacity over these two months. • The barging fleet schedules have now been re-established with an increased capacity of 1.5 mmbbl (1.2 mmbbl in 2022) and PetroTal’s production has been averaging 20 mbbl/d since the last week of February. • Given the constrained production rates over January and February, the company now expects 1Q23 production t

Arrow Exploration Corp. (AIM: AXL): Another good well result

• The RCE-4 well encountered 45 feet of net oil pay, including 25 feet in the Carbonera C7 and 20 feet in the Lower Gacheta. The well will initially be completed in the C7 zone, targeting to be on stream in late March. This will increase Arrow’s production and reserves. • The 25 feet encountered in the Carbonera C7 at RCE-4 compares with 19 feet in the same sand at RCE-3, 16 feet at RCE-2 and 38 feet at RCS-1 (C7A and C7B sands). • RCE-2 is currently producing ~ 500 bbl/d (net to Arrow), RCS-

LIBERUM: Atlantic Lithium* - Systematic study of value-enhancing opportunities; DFS on-track for Q2’CY23