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Aminex plans for the massive Ntorya gas field are public and imminent. Inflexion points coming up in December. Production/income and spud of huge well. History of delays means market does not believe yet. That is about to change. Tanzania gas. Free carried.
Edgar222 retweeted
A fantastic result from the @CadenceMinerals management team, on budget and ahead of schedule.
Now we generate cash. Gross Project Revenue forecasts of US $126m over the initial three-year tailings operation ($42m per year)
Net margin of roughly $41 per tonne ($120 selling price minus $79 CFR cost), Azteca estimated to generate $15.6 - $16m per year in operating cash flow before debt service and taxes.
Time to rerate rerate rerate rerate rerate #KDNC
#KDNC @CadenceMinerals Azteca Operating Licence has been Granted
☑️ Operating Licence valid for five years. Installation Licence remains in force alongside it.
☑️ Production commences at a reduced rate while access works and site preparation continues.
☑️ Remaining S$1.15m working capital tranche due and full-rate operation expected approx two weeks after funds are received.
☑️ First cargo of approx 45,000 to 48,000 wet tonnes scheduled once at port. Aim remains to ship before the end of 2026.
☑️ Target of approx 380,000 tonnes pa & approx 65% Fe concentrate unchanged.
CEO Kiran Morzaria: "The Installation Licence allowed us to rebuild the plant. The Operating Licence allows us to run it and sell what it produces. We now have both, and since the construction funding arrived in May, the work has run within days of the schedule we set.."
#ironore #Amapa #Azteca #Brazil
read: spirecomms.co.uk/cadence-min…
RNS Hotlist November 10: Aeorema, Amigo, Cadence, Cooks, Eco (Atlantic), EDX, Filtronic, Watches of Switzerland
@CadenceMinerals @BraddaLithium @Filtronic @amigoloans #EDX #COOK:AQX #KDNC #EOG:CA #BHL #AEO #FTC #AMGO #WOSG
voxmarkets.com/articles/rns-…
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Edgar222 retweeted
Cadence Minerals #KDNC $KDNC.L receives the operating licence for the Azteca plant at the Amapá project, unlocking US$1.15m in working capital as production commences ticker.app/lse/KDNC/rns/2026…
Edgar222 retweeted
#KDNC @CadenceMinerals Azteca Operating Licence has been Granted
☑️ Operating Licence valid for five years. Installation Licence remains in force alongside it.
☑️ Production commences at a reduced rate while access works and site preparation continues.
☑️ Remaining S$1.15m working capital tranche due and full-rate operation expected approx two weeks after funds are received.
☑️ First cargo of approx 45,000 to 48,000 wet tonnes scheduled once at port. Aim remains to ship before the end of 2026.
☑️ Target of approx 380,000 tonnes pa & approx 65% Fe concentrate unchanged.
CEO Kiran Morzaria: "The Installation Licence allowed us to rebuild the plant. The Operating Licence allows us to run it and sell what it produces. We now have both, and since the construction funding arrived in May, the work has run within days of the schedule we set.."
#ironore #Amapa #Azteca #Brazil
read: spirecomms.co.uk/cadence-min…
Edgar222 retweeted
#AEX Rig 8000 to Arrive at Ntorya in Mid-December. NT-3 Spud Expected By EOY aminexinvestors.com/investor…
Edgar222 retweeted
#AEX Aminex now a serious multibag possibility in the coming weeks.
First gas, Rig and spud incoming, with more drills to follow.
lse.co.uk/rns/AEX/ntorya-ope…
Edgar222 retweeted
#AEX Rig 8000 to Arrive at Ntorya in Mid-December. NT-3 Spud Expected By EOY aminexinvestors.com/investor…
And they're off! Up to 4 wells. Nov/Dec 2026 as promised. Last chance saloon for shares at this level. Aminex. Ntorya. Free carried. #MultiBagger
Edgar222 retweeted
Ntorya operations update:
• NT-3 rig arrival scheduled mid-Dec; spud expected late Dec
• NT-2 testing scheduled for Dec
• Ntorya-Madimba pipeline on track
Focus remains on first gas in December 2026.
Full RNS here: aminex-plc.com/regulatory-ne… #Tanzania #Ntorya
Edgar222 retweeted
#AEX good RNS update
lse.co.uk/rns/AEX/ntorya-ope…
Rig arrival at the NT-3 site mid-December 26
Spud late-December 2026
option to (a) carry out a workover on NT-1 or drill a separate well and (b) drill two additional wells.
maintenance operations on NT-2 completed,
Edgar222 retweeted
Aminex #AEX $AEX.L targets first gas from the Ntorya development and the spudding of the Ntorya-3 well in December 2026 ticker.app/lse/AEX/rns/2026-…
Edgar222 retweeted
G-day, yes signed last week. Waiting on Rig mob date. Slick line current well for production December and One confirmed drill NT-3 with spud expected before year end. Option to then complete further drills
Edgar222 retweeted
#AEX 10 years in the making. Finally happening.
On today's @StockBoxMedia #podcast, @Alan__Green @_SpireComms & Daniel Flynn @Outofthegrnd discuss:
✅ @axiesventures #AXV
✅ @Talon_Resources #TAR
✅ @CadenceMinerals #KDNC
✅ @HawsonsIron #HIO
✅ Gledhow Investments (Penina) #GDH
with @MarkEJFairbairn
#Kokkinantonis #copper #criticametals #gold #eaglelake #cedartrench @mayfair_gold #ontario #amapa #Brazil #azteca #ironore #GreenSteel #Mining #Exploration #BrokenHill #PeninaResources #juniorresources #Investing
Watch or listen: spirecomms.co.uk/podcast/sto…
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Edgar222 retweeted
@AminexPLC is set for a very exciting few months ! #multibagger #oilandgas #investing #commodities #trading #aminex #ntorya
Edgar222 retweeted
Aminex telegram group. Active and informed. Join while the story hots up. #aex #ntorya Tanzania gas
t.me/AminexInvestorGroup
