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Resources analyst Charlie Long sees good times ahead for uranium Watch here

Resources analyst Charlie Long sees good times ahead for uranium


San Leon Share Chat (SLE)



Share Price: 37.50Bid: 37.00Ask: 37.50Change: 0.00 (0.00%)No Movement on San Leon
Spread: 0.50Spread as %: 1.35%Open: 37.50High: 38.50Low: 37.50Yesterday’s Close: 37.50


Share Discussion for San Leon


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quelfromage1
Posts: 348
Off Topic
Opinion:No Opinion
Price:57.00
View Thread (2)
RE: "slowly slowly cachee monkey"
31 Mar '17
Sid said:

"A third of a million this time, seems Tosca are upping their buy rate each and every day.

QF you may need to re calculate your time scale as they bought more yesterday than the day before and more the day before than the day before that, a pattern that seems to be set now."

That's demonstrably misleading. I have been through every Form 4.3 from Dec 29th to March 30th and plotted the data. Peak buying was early March/late Feb this year. So you are making this up ...

30/03/2017 70,528
29/03/2017 300,000
28/03/2017 160,000
27/03/2017 253,662
24/03/2017 120,000
21/03/2017 50,000
20/03/2017 95,000
17/03/2017 25,000
15/03/2017 217,313
14/03/2017 218,372
13/03/2017 71,415
10/03/2017 246,000
02/03/2017 6,000,000
24/02/2017 2,028,558
23/02/2017 158,061
22/02/2017 350,000
22/02/2017 1,800,000
21/02/2017 2,871,075
20/02/2107 33,460
16/02/2017 1,500,000
15/02/2017 600,000
13/02/2017 350,000
10/02/2017 50,000
09/02/2017 1,495,231
08/02/2017 256,005
06/02/2017 328,861
03/02/2017 150,000
01/02/2017 391,831
27/01/2017 58,675
26/01/2017 61,109
20/01/2017 235,000
10/01/2017 250,000
09/01/2017 230,000
04/01/2017 47,556
03/01/2017 878,988
30/12/2016 188,605
29/12/2016 100,000

QF
 
Brotherseven
Posts: 562
Off Topic
Opinion:No Opinion
Price:57.00
RE: Tosca strategies
31 Mar '17
Or barryroe might come in sooner and even that is years away,just waiting for the big Saudi IPO though.GL to non believers.
Callasjunkie
Posts: 245
Off Topic
Opinion:No Opinion
Price:57.00
RE: Tosca strategies
31 Mar '17
Good analysis, BlackSwan. As Nigeria is in a bloody awful mess, I think Tosca will have a long, long wait for dividends. Hence the need for a quick sale before SLE funds dry up. Assuming chinese investor is real (big if), I think they'll want to move before 30 June when accounts are due.
Another hobby-horse of mine.....the Admission document stated SLE gets the right to appoint two directors to Eroton Board. This is hugely important given the opacity of Eroton. Zilch news on this. The Eroton website hasnt been updated for YEARS and still shows Canadian MartWestern CEO (since jailed) as a director.
Of course all predictions are subject to Nigerian Gov keeping lid on things ...
SloppyJoe
Posts: 4,322
Off Topic
Opinion:No Opinion
Price:57.00
Looking good
31 Mar '17
For a substantial uplift this afternoon, regardless of the bull being flouted on here.

Too cheap at this SP.

Simple logic.
BlackSwan
Posts: 487
Observation
Opinion:Buy
Price:55.00
View Thread (2)
Tosca strategies
31 Mar '17
Tosca strategies is making money for their fund holders - as far as my limited knowledge of their history goes - they target "small" inefficiently run companies with good product growth potential with the intention of taking total control of the company and product they produce which Tosca consider by tight control they can improve the performance of and later sell as a job lot on the market at a profit - take the case of circle they have an arrangement which swaps shares for loan notes - don't ask me why - but thats the way they like to play things.
Take the case of SLE there is no way they can take control of the product or the operating organisation since it is all owned in a percentage basis in the case of Nigeria with Eroton and others - their small percentage ownership participation is again complex through Bidco and Mauritius - nice place to hold tax free dividends I guess - I am therefore, like all of us, guessing that Tosca will sooner or later sell to a Chinese bid or others - the Chinese see Africa as a long term investment as a massive future consumer market and as a source of raw materials - I think this has already been decided at high political levels Africa is China's (with all it's over[population and poverty - witness Woodside recently selling out to CNOOP in the Gambia.

Sle will obviously get a better price for the Nigerian asset if they can get the dividends flowing but if not and they can sell way above 25p - I was always hoping on 125p - they would do a deal leaving SLE as an entity to continue with other adventures such as Ireland.
frus
Posts: 1,892
Off Topic
Opinion:No Opinion
Price:55.00
The return
31 Mar '17
Of Timbremner.............Still bad mouthing anyone with an opinion that doesn't agree with his, if he's got one. Why do you have to do that Tim because from what I see from your 3 line shocker this morning there's not one single word of good sense in it..........I notice you end it by saying GLA genuine LTHs Is this just a gesture to win people over. Or do you quite genuinely mean it. If you do could you give us all an idea of what events might be needed to turn this wish of good luck into a meaningful status of B E or even a profit for all us LTHs.
quelfromage1
Posts: 348
Off Topic
Opinion:No Opinion
Price:55.00
RE: q1
31 Mar '17
B7 if you have a case take legal action. Otherwise there isnt a lot you can do.
quelfromage1
Posts: 348
Off Topic
Opinion:No Opinion
Price:55.00
RE: .
31 Mar '17
Frus
Obviously TF buy and sell companies - I meant clear cut examples where PIs have been fleeced.
QF
Brotherseven
Posts: 562
Off Topic
Opinion:No Opinion
Price:55.00
RE: q1
31 Mar '17
In other words accept and move on?surely you not saying that LTHs should not be aggrieved?no accountability?just a handkerchief and some sympathy?shafting small retail investors is the name of the game here,T just picking up where Fanny left off.FRUS post informative as it was omitted several other companies that TF have taken a position in ,I could list here but couldn't be bothered anymore and arguably FCA and similar entities are not fit for purpose.GL to non believers.
Brotherseven
Posts: 562
Off Topic
Opinion:No Opinion
Price:55.00
RE: .
31 Mar '17
Decent post.I guess the only question that remains to be answered is when as opposed to if T will go private?GL to all non believers.




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