Browsing Tag
Oklahoma
64 posts
Iondrive’s US$243m rare-earth NPV sends shares higher, but feedstock is key
Iondrive Limited has modelled unusually high returns from a single IONSolv rare-earth recycling module, but commercial feedstock quality remains the assumption investors cannot ignore.
Iondrive’s new study shows a 379% IRR. One feedstock assumption explains much of it
Iondrive Limited has published an updated economic evaluation for a single U.S. IONSolv rare earth recycling module showing a US$243 million post-tax NPV and US$62.1 million of annual EBITDA, but the economics depend heavily on securing commercial quantities of much richer magnet feedstock than used in its previous study.
USA Rare Earth lands $750m U.S. government backing for Serra Verde rare earth supply
USA Rare Earth secured $1.55B of backing for Serra Verde, including $750M from the U.S. government and a $300M purchase contract.
Enlight Renewable Energy (ENLT) raises 2026 guidance as $2.6bn CO Bar buildout tests execution
Enlight Renewable Energy delivered 55% growth in second-quarter revenues and income and raised its 2026 outlook as new projects, electricity trading and stronger power prices lifted performance. The next test is whether the company can convert a rapidly expanding construction portfolio, led by Arizona’s CO Bar solar-storage complex, into durable cash flow without weakening capital discipline.
Reabold Resources and Union Jack Oil merger: Why a ÂŁ6.14m deal has become a test of funding survival
Reabold Resources’ proposed acquisition of Union Jack Oil is less about headline scale than access to capital, licence security and whether combining two small AIM companies can protect assets that may otherwise remain underfunded.
Why Howard Energy Partners’ $650m notes matter after its Midship and Superior deals
Howard Energy Partners is replacing revolving borrowings with 2035 notes after expanding its Midcontinent natural gas network through Midship Pipeline and Superior Midstream.
Helix Exploration (AIM: HEX) completes Keyes helium acquisition as integrated US strategy takes shape
Helix Exploration has moved beyond upstream helium production by acquiring the Keyes Helium Complex in Oklahoma. The strategic logic is compelling, but utilisation, logistics and consolidated cash generation must now validate the enlarged model.
Why Helix Exploration (AIM: HEX) just paid to control helium from wellhead to liquid
Helix Exploration just bought Oklahoma liquefaction capacity at a steep discount, funded by a raise that annoyed shareholders. The strategy might be sound anyway.
Bank7 bids $68m for Century Financial control as Southwest banking consolidation accelerates
Bank7 has agreed to acquire approximately 71% of Century Financial Services through a court-supervised auction. The deal would add nine New Mexico branches, $1.22 billion in deposits and a platform centred on Santa Fe, but Bank7 can still be outbid and will inherit the complexities of controlling a bank with minority shareholders.
Presidio closes $83m Canyon Creek acquisition as mature gas strategy enters Arkoma Basin
Presidio Production Company has used asset-backed debt and newly issued shares to acquire 55 producing Arkoma Basin wells. The deal could support a higher dividend, but it also tests whether financial engineering and operational optimisation can consistently overcome natural production declines.