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TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake
Exclusive: Hardman & Co Investor Forum - Severn Trent, Calculus Capital, Volta Finance, Residential


Member Info for easyp


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Member Since: Fri, 6th Jan 2017

Number of Share Chat Posts (all time): 1,578
Number of Share Chat Posts (last 30 days): 49

Last Posted: Mon 08:50


Post Distribution over the last 30 days




Mon 08:50

While one can argue over the cash position I think the phrase "undemanding valuation" sums it up well enough.
Mon 08:28

Hi Colonel, my exasperation with the sp is that if AMER did no more drilling for oil , sat back on its existing production, the building pipeline income and the cash in the Bank what would its sensible break up value or NAV be today, this morning?

imo 12 pence is not a fair reflection on what the company is worth today let alone where it could be by year end.
Mon 07:51

Two interesting RNS today so with markets due to open shortly where will the sp head?

Given my experience here probably down even though its another $19 million in the bank!
Fri 16:38

Slingsby aside some scientific or business news needed.
Hard to believe this was at £10 not long ago yet no bad news as such just drift.
Fri 04:56

Great film with the immortal line....."God I love the smell of burning oil tankers in the morning" Cue the Wagner......
Fri 04:53

Awoke a little early today and just checked gold price on the FT, appears to have nudged $1350 which must be simething of an incentive to get digging for it here?
Thu 16:19

As great as this run up has been I want to see some solid news either science or businees related eg details of a partnership etc.
Thu 15:55

Seems a couple of oil tankers on fire off the gulf of Oman has lifted oil prices!
Thu 15:54

Yet only a 1.4% blip here, disappointing but until the legal case done and dusted the sp drifts.
Thu 09:51

Not quite as pessimistic but glad I did sell a chunk a few weeks back and take some profit, holding on for better news.
Thu 09:49

I think we can all agree that AMER is not a "Well run" company. That said it is blessed by owning acreage in a region where there is oil and several other oil exploration companies drilling for $.

Hence Geo Park and GTE getting the attention while our sp languishes at 12p. Waiting for a bid and or news of more oil flowing.
11 Jun '19

The FT today......

Extreme weather drove the growth in energy demand last year to its highest level since 2010, triggering warnings of a “vicious cycle” fuelled by reliance on heating and cooling systems that could worsen the world’s carbon emissions crisis.

Energy group BP said in its closely watched annual market review that energy consumption grew 2.9 per cent in 2018, led by China and the US, despite modest economic growth and strengthening oil and gas prices.

The rise spurred a 2 per cent increase in carbon emissions, the fastest since 2011 and equivalent to increasing the global passenger car fleet by a third, or just under 400m.

“If there is a link between the growing levels of carbon in the atmosphere and the types of weather patterns observed in 2018, this would raise the possibility of a worrying vicious cycle,” Spencer Dale, BP’s chief economist, is expected to say in a speech to launch the report on Tuesday afternoon."

Renewable Energy cannot supply enough reliable electricity to stop this....
11 Jun '19

https://demanda.ree.es/visiona/peninsula/demanda/total

Checked out Spain's version of Gridwatch Matnotan and guess what at time of looking 22% of electricity generated on the mainland from Nuclear Power Stations.....so do not see any fade anytime soon....have you any idea how renewable energy sources could replace Nuclear Power on a cold winters night in Spain? No solar, not much wind....then what?
10 Jun '19

Thanks for the response Nolo, lets agree to differ for the time being.
10 Jun '19

Yep me too, would want try and hold in Colombian Oil for a while either via AMER or GTE.
10 Jun '19

Potential here is considerable imo hence 12p too cheap and leaves AMER vulnerable to a predatory bid..
10 Jun '19

Jumped in and topped up with 40,000 just now.

DYOR but seems a good punt based on the GTE report and our proximity to their fields.
10 Jun '19

https://seekingalpha.com/article/4269292-gran-tierra-energy-small-energy-producer-opportunity-lifetime

The opportunity of a lifetime....their words not mine. Since AMER is in the same game a couple of thoughts occurred to me, either GTE will scoop us up very cheaply or the market will wake up to the ludicrous valuation of 12p and buy bigly.
10 Jun '19

Sometimes think there are only a few of us watching CNE as commented below Hotchkis just purchased 5% and the sp barely registers! While I am sceptical about the legal case with India I do feel this company is undervalued given the oil reserves off the African coast.
10 Jun '19

https://www.hl.co.uk/shares/shares-search-results/w/woodford-patient-capital-trust-ord-gbp0.01

Interested in bottom feeding here but....look at the HL graph and NAV here is about 80p a share while its trading at 60p. How can anyone trust a NAV figure when the fund is invested in non quoted or il liquid small biotechs. It is highly speculative, not in itself a problem but the press coverage of Woodford killing the sp.

So watchjng but not buying for now.


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