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London South East Natural Resources Briefing webcast: #Emmerson #Alba #Condor Gold #Gold analysis Watch Now

London South East Natural Resources Briefing webcast: #Emmerson #Alba #Condor Gold #Gold analysis
Angus Energy in talks to buy 'transformational' gas asset in North England


Member Info for easyp


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Member Since: Fri, 6th Jan 2017

Number of Share Chat Posts (all time): 1,529
Number of Share Chat Posts (last 30 days): 18

Last Posted: Thu 09:35


Post Distribution over the last 30 days




Thu 09:35

I find it unbelievable, still sat on the sidelines and pleased I stop lossed ages ago at 180p which cost me dearly.

I believe in the is company but clearly the markets do not, that will change in time but when?
9 May '19

No RNS can you post link please?
9 May '19

Bailed at a loss some time ago but watching from the sidelines a.nd put off buying back in by the downward trend and debt levels. Also watching 888 which is down 48% over the past year but no debt and pays a dividend. More likely to buy 888 but still see WMH as a bid target for a US player because of its brand strength and American presence.
9 May '19

Checked FT data sheet as cannot quite fathom why we this share is not priced more realistically but we appear to be trading at just above tangible book value per share which given the potential in Colombia seems nuts.

But then the markets are not free of manipulation or rational.

https://markets.ft.com/data/equities/tearsheet/financials?s=AMER:LSE
9 May '19

Exactly, a sound business I have followed for 10 years and would like to buy more but keep asking myself "how low might this go?"

The answer, I do not know but until I see the sp trend upwards staying out.
9 May '19

Wish I had not invested/punted here but inclined to hold because the business fundamentals look decent enough unfortunately, this market is not driven by fundamentals so down, down deeper and down!
30 Apr '19

https://thepolicytimes.com/india-and-china-in-collaboration-for-an-oil-buyers-club/

If there is oil under the ground then China is rather good at establishing "order and infrastructure" above ground as seen in Africa. Not sure the Americans will like China getting involved in Colombian Oil but India already in country so who knows what 2019 might bring?

If production were up to 10,000 bopd then that might attract some major interest, just a matter of finding it!
30 Apr '19

Up and down but basically no progress on sp in three months, we clearly need news and buyers!
28 Apr '19

Fracking in the UK is a non starter due daft rulex therefore INEOS and others will be looking for deals.

Small oil groups make waves in North Sea with creative dealmaking - https://on.ft.com/2J2jO4a via @FT

PMG might yet attract a bid.
26 Apr '19

https://seekingalpha.com/news/3454928-cameco-s-yeelirrie-uranium-project-wins-australia-approval

It took Cameco two years to get approval in Australia and now that they have it will await market conditions to develop the mine. For BKY and Salamanca we should be looking at slower time scales given Spain is not Oz, an election is ongoing, a court case and Uranium Prices have recently softened.

The Whitehouse will take a view on the 232 petition in the next few months. BKY is year end good or better news imo.
24 Apr '19

Cairn Energy PLC has a Debt to Total Capital ratio of 16.12%, a higher figure than the previous year's 6.74%.

Total debt less than 300 million. Book value per share 182p. Hence I remain invested and hopeful.
23 Apr '19

Yet down today? Even as oil prices up, energy sector up PMG down on what....gas prices?

Somewhat perplexed expected up 3% ish not down.
23 Apr '19

This is still the most promising Uranium mine within the EU. The 232 petition in the USA likely to bring some change of view with regards nuclear power and fuel security in Washington which will not go unnoticed in Brussels.

Election, change of political wind in Madrid and hopefully a better end to 2019 with permits all in place.
23 Apr '19

I try not to comment unless invested and that is the case here. I purchased 10,000 after the initial biggish drop and then another 10,000 a couple of weeks back overall still slightly down but content to hold as I think the company will be purchased by one of the Big Pharma outfits.

In short, I do not think SUMM will have to develop and take their products to market on their own and while it is a risky bet it could be a lucrative one.
21 Apr '19

https://www.ft.com/content/4da1c6e4-603d-11e9-9300-0becfc937c37

Article in the FT by someone from the Welcome Trust

"The tragedy is not that investors have lost their money. Rather, it is the signal that there is no viable route to market for new antibiotics, however valuable they may be to society. Capital-starved smaller companies will fold. Innovation will die on the vine. Money already invested by governments and charities will be squandered."
18 Apr '19

And the sp fades away once again until some more news arises.
16 Apr '19

Colonel D I would happily accept 24p a share right now and walk away with a great pay off. I would also be happy to accept a share deal bid from GTE on the basis that I believe there is oil in them thar hills of Colombia....

What is exasperating is to be back at 14p when the price of oil is up and AMER pumping 4000 bopd!.

24p bring it on!


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